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

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