Finance Forum 2017

Cadwalader hosted the second annual Finance Forum in Charlotte, North Carolina on November 8, 2017.  The event served as a forum to discuss emerging trends, market developments and hot topics with industry leaders for the financial services and investment management community.



12:30-1:00 PM   Registration  
Salons 1 & 2:    
1:00-1:05 PM Welcome & Introduction Stu Goldstein
1:05-1:15 PM European Market Update Jeremy Cross
1:15-2:00 PM Politics and Finance – Regulation of Finance in the
Trump Era
Patrick Quinn
2:00-2:10 PM - Break    
2:10-2:55 PM:
Salon 1: Trends and Challenges in Commercial Real Estate Finance Bonnie Neuman
Salon 2: Blockchain and Commercial Finance: New
Technologies, New Opportunities
Jeffrey Nagle
Salon 3: Washington Insights: A Look at Pending
Regulatory & Legislative Updates
Scott Cammarn / Kyle DeYoung / Mark Howe / Nihal Patel / Jeffrey Robins
Salon 4: NAV and Hybrid Loan Facilities: Current Issues
and Trends
Brian Foster
2:55-3:05 PM - Break    
3:05-3:50 PM
Salon 1: Commercial Real Estate CLOs: The Year in Review Stuart Goldstein
Salon 2: Middle Market Lending: Looking Back, Looking Ahead Kurt Oosterhouse
Salon 3: Recent Litigation and Enforcement Trends in the Financial Sector Joseph Moreno
3:50-4:00 PM - Break    
4:00-4:45 PM
Salon 1: The Secondary Market: Buying and Selling
Subordinate Debt
Melissa Hinkle
Salon 2: Fund Finance Market Update Wesley Misson
Salon 3: Comeback Time for Residential Mortgages and RMBS Peter Morreale
4:45-4:55 PM – Break    
4:55-5:40 PM
Salon 1: Improving CMBS from the Inside Out David Burkholder
Salon 2: Women in Finance – What’s Working and What’s Not? Holly Chamberlain
Salon 3: The CLO Market: Current Issues and Trends Neil Weidner
5:45 PM
Ballroom Prefunction:

Cocktail Reception



  • Randy Ahlgren, Vice President, Wells Fargo
  • Stefanos Arethas, Head of Origination, Credit Suisse
  • Kevin Batteh, Partner, Delta Strategy Group
  • George Beckwith, Chief Financial Officer, National Gypsum Company
  • Andy Blocker, Executive Vice President, Public Policy and Advocacy, SIFMA
  • Richard Bosek, Managing Director, Debt Capital Markets, Wells Fargo
  • Deanne Brand, Vice President, Park Hotels & Resorts
  • Leland Bunch, Managing Director, Bank of America Merrill Lynch
  • Sairah Burki, Senior Director, ABS Policy, Structured Finance Industry Group
  • Frank Byrne, Senior Vice President, Bank of America Merrill Lynch
  • Brian Carey, Executive Director, JPMorgan 
  • Joan Cheney, Senior Manager, Treasury & Liquidity Risk Management, Deloitte & Touche 
  • Matthew Cohen, Principal, Mesa West Capital

  • James Conopask, Managing Director, Good Hill Partners
  • Thomas Cosenza, Executive Director, JPMorgan 
  • Pratap Dasgupta, Senior Managing Director, Fund Linked Products, Macquarie
  • Maureen Dollinger O'Connor, Vice President - Financial Crime Legal, Barclays Capital Inc.
  • Missy Dolski, Director, Varde Partners
  • David Eckels, Senior Vice President, Midland Loan Services, Inc.
  • Michael Flood, Deputy Executive Director, CRE Finance Council
  • Ron Franklin, Partner, Corporate, Proskauer
  • Terrence Gregersen, Executive Director, Natixis North America Inc.
  • Anuj Gupta, Managing Director, Waterfall Asset Management
  • Daniel Jacobson, Portfolio Manager, AEW Capital Management
  • Jeff Jaenicke, Managing Director, Head of Fund Linked Products Financing, Credit Suisse
  • Jeffrey Johnston, Managing Director, Wells Fargo
  • Laurie Lawler, Managing Director, HSBC
  • Catherine Matthews, Director and Senior Trader, Covenant Credit Partners
  • Alessandra McKell, Director, Private Equity Fund Finance, Investec
  • Deryk Meherik, Vice President/Senior Credit Officer, Moody's Investors Service, Inc.
  • Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
  • Jason Nick, Deputy CIO, Private Securities, Starwood Property Trust
  • David O'Reilly, Chief Financial Officer, Howard Hughes Corporation
  • Anders Persson, Managing Director, TIAA
  • Melissa Ricco, Managing Director, Barings
  • Allan Schmitt, Managing Director, Wells Fargo
  • Allen Shifflet, Managing Director, Bank of America Merrill Lynch
  • Kunal Singh, Managing Director, JPMorgan 
  • Dee Dee Sklar – Managing Director, Head of Subscription Finance Asset-Backed Finance, Wells Fargo
  • Jonathan Spiegel, Transaction Management Attorney, Morgan Stanley
  • David Spotts, Senior Vice President, Midland Loan Services, Inc.
  • Lisa Traylor, Managing Director, Wells Fargo
  • Tess Virmani, Associate General Counsel, Loan Syndications & Trading Assocation
  • Laura Warner, Managing Director, Fifth Third Bank
  • Richard Wheelahan, General Counsel & Chief Compliance Officer, Capitala Group
  • Robert Wood, Managing Director, Subscription Finance, Bank of America Merrill Lynch


Join nearly 500 leaders from the financial services, investment management and legal communities for an afternoon of panels covering key trends in the commercial real estate, fund finance, debt fund, structured products and loan markets.