Finance Forum 2019

Cadwalader invites you to join us for our Fourth Annual Finance Forum in Charlotte, North Carolina.

Join nearly 500 leaders from the financial services, investment management, private equity and legal communities for an afternoon of panels covering key trends and topics in the commercial real estate, fund finance, debt fund, structured products and loan markets, as well as special interest topics. Panels will include leading lenders, institutional investors, private equity firms, rating agencies, industry groups and a keynote from North Carolina Attorney General Josh Stein.

Current panel topics include:

Commercial Real Estate

  • The CRE Borrower’s Perspective: What Now, What’s Next?
  • CRE Lending Standards: Competing in a Late-Cycle Market
  • CMBS Trends, Challenges and Opportunities 
  • State of Play: Focus on Commercial Real Estate CLOs and Bridge Lenders 

Middle Market Lending

  • CLO Roundtable 
  • Middle Market Traditional and Non-Traditional Lending: What’s Next? 
  • Bank Credit Processes: Everything You Always Wanted to Know (*But Were Afraid to Ask) 
  • Middle Market Lender Financing: An Overview

Fund Finance

  • Behind the Numbers: The 2019 Fund Finance Global Market
  • A Conversation with Judith Erwin, CEO of Grasshopper Bank

Market and Regulatory Developments

  • Talking LIBOR Transition: An Update From Industry Leaders 
  • Volcker 2.0: Key Takeaways
  • Bankruptcy Remote Deal Structuring: From the Legal and Business Perspective
  • Government Enforcement and Litigation Trends in the Financial Industry 




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


The Finance Forum will begin at 12:30 p.m., with programming throughout the afternoon and a cocktail reception in the early evening. 

Please click here to register. Space is limited.

CLE credit will be available.

COVID-19 Resource Center

  • Access our insights on the impact of COVID-19 to help you navigate this unprecedented environment.


Making a Mark on Our Communities:

Pro Bono Report 2019

To assist individuals in working from home during the coronavirus social-distancing period, Cadwalader is providing clients and friends free access to our legal research platform, the Cadwalader Cabinet.