Finance Forum 2018


  • A Rising Tide:  Finance in an Era of Economic Growth and Rising Interest Rates
  • Cannabis Banking – A Pipe Dream?: Issues in Cannabis Investing and Banking 
  • Challenges in Commercial Real Estate Lending: Where Do We Go From Here?
  • CMBS – A Business Roundtable
  • Commercial Real Estate CLOs: A Market Resurgence
  • Current Trends in the Residential Mortgage and RMBS Markets 
  • Diversity Initiatives in Finance
  • Financing the Financiers – Trends in CRE Warehouse and Repo Finance
  • Fund Finance Market Update
  • Lending Trends – Positives and Negatives
  • Litigation and Enforcement Trends in the Financial Sector – 2018
  • Private Equity Primary and Secondary Markets: Evolving Deal Structures and the Use of Leverage
  • SASB Transactions: Lender, Borrower and Rating Agency Perspectives
  • Trends in the BSL and Middle Market CLO and ABL Markets
  • You Say Goodbye (LIBOR), I Say Hello (SOFR)


Stefanos Arethas, Head of Origination, Credit Suisse
Monty Bennett, Chairman and Chief Executive Officer, Ashford 
Nitin Bhasin, Senior Managing Director, Kroll Bond Rating Agency, Inc.
Brad BolandManaging Director, Wells Fargo
Larry Brown, President, Starwood Mortgage Capital
Leland Bunch, Managing Director, Bank of America
Simon Burce, Vice President, JPMorgan
Katrina Carroll, Executive Vice President and Chief Anti-Money Laundering Officer, LPL Financial
Thomas Cassino, Executive Director, JPMorgan
Meredith Coffey, Executive Vice President of Research & Regulation, LSTA
Matthew Cohen, Principal, Mesa West Capital
Doug Cooper, Managing Director, Barings
Kevin Cowan, Managing Director, Wells Fargo
Brian Drake, Senior Vice President, Talent Acquisition Manager, Wells Fargo
Shaun Dreyer, Head of Loan Syndications, Wells Fargo
William Duke, Managing Director, CIT Healthcare
George Durban, Director, Wells Fargo
Donald Frey, Finance Counsel, Simon Property Group, Inc.
Nicholas Galeone, Executive Director, UBS Securities
Micah GoodmanManaging Director, General Counsel, Benefit Street Partners
Aisha GreeneDirector of Attorney Development & Training, Cadwalader, Wickersham & Taft LLP
Peter Hall, Managing Director, Bank of America
Bill HarrisonManaging Director, Head of Alternative Investments, TH Real Estate
Lauren Hedvat, Managing Director, Angel Oak Capital Advisors
Jack Hempling, Director, Credit Suisse
Brad Horn, Executive Director, JPMorgan
Scott HortonAssociate General Counsel, Global Head of Financial Crimes, American International Group, Inc.
Jillian Joseph, Managing Director, Associate General Counsel, Nuveen
Jack Kattan, Managing Director, Nomura Corporation
Ari Kavour, Managing Director, Co-Head of Mortgage Finance, Wells Fargo
Bryan Kearns, Managing Director, Bank of America
Spencer Langston, Managing Director, Wells Fargo
Chuck Lee, Head of CRE Securitization and Warehouse Finance, Credit Suisse
Eric Lloyd, Head of Global Private Finance, Managing Director, Barings 
Jonathan Love, Managing Director, Wells Fargo
Amit Mahajan, Managing Director, Crestline Investors Inc.
Ray Meyer, Managing Director, Natixis
Adrian Millan, Managing Director, Park Hill Group
Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
Lisa Pendergast, Executive Director, CRE Finance Council
Aseel Rabie, Managing Director and Associate General Counsel, SIFMA
Frederick Reynolds, Managing Director, Global Head of Financial Crime Legal, Barclays
John Rhee, Director, Wells Fargo
Melissa Ricco, Managing Director, Barings
Joseph Rocco, Managing Director, The Blackstone Group
Mario Romine, Senior Vice President, General Counsel, Turnberry Associates
Daniel Rubock, Senior Vice President, Moody's Investors Service
Allen Shifflet, Managing Director, Bank of America
Keri Shull, Managing Director, 5/3 Bank
Evan Sotiriou, Chief Financial Officer, OrbiMed Advisors
Ryan Stark, Managing Director, Deutsche Bank
Michael Ting, Senior Vice President, Greystone & Co.
Mark Vitner, Senior Economist, Wells Fargo
Tejal WadhwaniManaging Director and Associate General Counsel, Goldman Sachs
David Wasserman, Managing Director, Morgan Stanley
Brennan Woods, Vice President, JPMorgan
Adnan Zuberi, Managing Director Head of Credit Solutions & Global Head of CLOs, BNP Paribas