Finance Forum 2019


  • A Conversation with Judith Erwin, CEO of Grasshopper Bank
  • Bank Credit Processes: Everything You Always Wanted to Know (*But Were Afraid to Ask)
  • Bankruptcy Remote Deal Structuring: From the Legal and Business Perspective
  • Behind the Numbers: The 2019 Fund Finance Global Market
  • CLO Roundtable 
  • CMBS Trends, Challenges and Opportunities 
  • The CRE Borrower’s Perspective: What Now, What’s Next?
  • CRE Lending Standards: Competing in a Late-Cycle Market
  • Government Enforcement and Litigation Trends in the Financial Industry 
  • Middle Market Traditional and Non-Traditional Lending: What’s Next? 
  • Middle Market Lender Financing: An Overview
  • State of Play: Focus on Commercial Real Estate CLOs and Bridge Lenders 
  • Talking LIBOR Transition: An Update From Industry Leaders 
  • Volcker 2.0: Key Takeaways


Stefanos Arethas, Head of CRE Origination, Credit Suisse
Kevin Bertelsen, Senior Vice President, Fifth Third Bank
Marc Boatwright, Managing Director, Syndicated Bank Loan Group, AIG
Doug Bollermann, Managing Director, Stellus Capital Management
Thomas Cassino, Executive Director, J.P. Morgan
Roy Chun, Managing Director, Head of CMBS Surveillance Group, Kroll Bond Rating Agency (KBRA)
Zachary Cohn, Senior Vice President, Brookfield Asset Management 
Doug Cooper, Chief Investment Officer - Debt, CW Financial Services LLC
Missy Dolski, Head of North America Capital Markets, Värde Partners
Kathleen Gleason Donovan, Managing Director and Head of Underwriting, UBS Investment Bank
Amie Edwards, Managing Director, Wholesale Credit Strategy, Bank of America
Judith Erwin, Chief Executive Officer, Grasshopper Bank
Will Farr, Senior Portfolio Manager, Gulf Stream Asset Management
James Ford, Managing Director, SunTrust Robinson Humphrey
Christopher Haas, Managing Director and Associate General Counsel, Bank of America
Terry Harris, Head of Portfolio Management, Global Private Finance, Barings
Christopher Killian, Managing Director, Securitization and Corporate Credit, Securities Industry and Financial Markets Association (SIFMA)
Robert Koontz, Senior Vice President, Multifamily Capital Markets, Freddie Mac
Spencer Langston, LIBOR Transition Office, Derivatives Lead, Wells Fargo
Chuck Lee, Head of CRE Securitization and Warehouse Finance, Credit Suisse
Kelly Lineberger, Principal, Origination and Capital Markets, Ridgemont Equity Partners
Will Lloyd, Managing Director, Bank of America
John Marshall Mosser, Corporate Counsel, Global Lending Services
Cece Baute MavicoSenior Vice President and Associate Counsel, Head of Regulatory Inquiries and Strategy, LPL Financial
Matthew McCarthy, Vice President and Senior Corporate Counsel, U.S. Bank
James Millon, Executive Vice President, Debt and Structured Finance, CBRE
Sanjeev Mordani, Managing Director, Americas Head of Structured Finance, Barclays
David Nass, Managing Director, Head of Real Estate Finance, UBS Investment Bank
Leah Nivison, Managing Director, Head of Commercial Mortgage-Backed Securities (CMBS) Securitization Team, Goldman Sachs
Aashh Parekh, Managing Director and Portfolio Manager, Global Fixed Income, Nuveen
Lisa Pendergast, Executive Director, Commercial Real Estate Finance Council (CREFC)
Ben Price, Director and Assistant General Counsel, ORIX Corporation USA
John Rhee, Managing Director, Structured Real Estate, Wells Fargo
Stephen Riddell, Chief Investment Officer, Redding Ridge Asset Management
Jason Ruckman, Managing Director, TPG Real Estate Finance Trust
Sabrina Rusnak-Carlson, General Counsel and Chief Compliance Officer, THL Credit
Allan Schmitt, Managing Director, Corporate Debt Finance, Wells Fargo
Lane Shea, Managing Director, Harbor Group
Robert Sitman, Managing Director, Blackstone Real Estate Debt Strategies, The Blackstone Group
Josh Stein, Attorney General of North Carolina, State of North Carolina
Brian Strout, Managing Director, Head of the Capital Markets Corporate Finance Diversified Industries Group, BB&T Capital Markets
John Timperio, Partner, Dechert
Robert Verrone, Principal Owner and Founder, Iron Hound
Tess Virmani, Associate General Counsel, Senior Vice President of Public Policy, Loan Syndications and Trading Association (LSTA)
Michael Walsh, Director and Assistant General Counsel, Barings
Jerry Wells, Director, Regions Bank
Larry WiseExecutive Director, J.P. Morgan
Landis Wood, Director, Structured Products, Golub Capital
Brennan Woods, Vice President, J.P. Morgan
Eric Wu, Managing Director, Real Estate, The Blackstone Group
Beth Zorc, Head of Public Policy, Government Relations and Public Policy, Wells Fargo