As both the Asset Management/ Investment Funds and Financial Institutions sectors are key areas of focus for our firm, whether we are acting for a lender or a borrower, we are able to deliver an efficient and high calibre service. She holds a B.S. Senior Managing Director, Global Head of Funds | Wells Fargo. Jad is also active in academic circles and has lectured on guarantees, mortgages, security interests, property and fiduciary rights, Islamic finance, as well as privacy and IT law. Ms. Abramo was most recently a portfolio manager for Lazard Asset Managements Real Asset fund (BBG ticker RALIX) which included 300+ public companies across the real estate, infrastructure, and commodities space. Steve earned a BS in Finance from the University of Maryland, College Park, in 2006. Tommy has extensive knowledge in various asset classes including Collateralized Loan Obligations, Subscription Finance, Middle Market Senior Leverage Facilities and Private ABS. Our European operations are primarily focused on supporting global institutions with business, trade and investment activity linked to Australia and New Zealand. With the legacy of Stifel, a leading Wealth Management and Investment Banking firm established in St. Louis in 1890, Stifel Bank provides growth and middle-market businesses and their owners a full range of lending, deposit, treasury, and private banking services. In a fast-moving and increasingly complex global economy, our success depends on how faithfully we adhere to our core principles: delivering exceptional client service; acting with integrity and responsibility; and supporting the growth of our employees. Ms. Huisman joined Thoma Bravo in 2012. In addition to fund financing, we support our asset management clients day-to-day banking operations with treasury management, foreign currency, interest rate, trade finance, and wealth management services. With a commitment to taking care of our customers, employees, communities and shareholders, our goal is not only to be the nations highest performing regional bank, but to be the bank people most value and trust. We support clients at all stages of the investment lifecycle with capital call lines and NAV facilities, as well as hybrid facilities which blend the two. SALT has also hosted major events in Singapore, Tokyo and Abu Dhabi. Backed by 156 years of experience, we deliver superior service to a high-caliber group of market-leading clients worldwide, while placing a premium on collaboration and diversity. In addition, Jon oversees Wells Fargos international businesses and serves as president of Wells Fargo Securities, LLC. Clients seek Brents representation in connection with fund finance, including capital commitment-secured facilities; energy finance, including reserve-based lending and credit facilities to midstream companies; cash-flow facilities, including investment-grade and other corporate finance transactions; and asset-based facilities, including asset-based lending, leveraged finance, acquisition finance, and project finance. Partner For more information about Morgan Stanley, please visit www.morganstanley.com. Mr. Schwitzer received his J.D. Health Care Conference Orlando, May 25-26, 2023 - Register Now Virtual, June 22-23, 2023 - The Fund Finance Associations annual symposiums bring together investors, fund managers, bankers and lawyers for Proof of a verified negative covid-19 test is required to attend the symposium. Tel. Connect to the virtual conference here: https://www.pathlms.com/crefc/courses/34811 Conference Co-Chairs: Daniel Baker , EVP, KeyBank Real Estate Capital Melissa Band , , Capital Markets, Vrde Partners from the University of New South Wales in Sydney and a J.D. First Republic specializes in delivering exceptional, relationship-based service, with a solid commitment to responsiveness and action. Our fund finance practice is a team of highly skilled and dedicated practitioners at the forefront of the rapidly expanding fund finance market. Head of Sales Fund Financing and Solutions, Americas Partner As an added bonus, the Trial Lawyers Summit is a family-friendly event. The list of following conferences are including the Her practice focuses on the representation of lenders and borrowers in domestic and cross-border financing transactions, debt restructurings and structured financings. Its fully integrated set of capabilities include wealth planning, investment management, capital markets, banking, lending, institutional, and corporate financial advice. Storey Whalen has seven years of experience covering financing solutions for private equity and venture capital funds and firms. Walkers' global fund finance group comprises dedicated fund formation and finance lawyers who act on complex and innovative fund financing solutions and advise clients across the worlds financial markets. Mr. Schwitzer represents major financial institutions, developers, and private equity funds in connection with complex domestic and international commercial matters, including cross-border investment platforms, corporate credit facilities, capital commitment-backed subscription credit facilities, commercial loans, restructurings, bankruptcy, loan sales, loan workouts, acquisitions, and dispositions. Additionally, he is a member of the PATH Organization Leadership Council. The Firm offers clients the unsurpassed resources of a large, integrated, multidisciplinary, global team of more than 3,000 attorneys across 19 offices in New York, Chicago, Austin, Beijing, Boston, Brussels, Dallas, Hong Kong, Houston, London, Los Angeles, Miami, Munich, Palo Alto, Paris, Salt Lake City, San Francisco, Shanghai, and Washington, D.C. Kirkland is a global leader in providing sophisticated advice to investment fund sponsors, institutional investors and other market participants in the alternative investment fund space. Jennifer Sorkin is a Managing Director and the Head of Financing and Head of Valuations for the Credit and Real Estate Funds at Fortress Investment Group LLC. What times will on-site testing be available? From our offices in Boston, Washington, D.C., New York, and Paris, we provide creative, strategic legal advice tailored to clients unique goals, and our lawyers share a common emphasis on superior client service. Web7th Annual European Fund Finance Symposium. Sherri Snelson is a partner in White & Case's Debt Finance practice and is based in New York. Direct Lending and Pathfinder Fund Investment Committees, the Ares Equity Income Opportunity Strategy Portfolio Review Committee and the Ares Operations Management Group. With over 50,000 technologists across 21 Global Technology Centers, globally, we design, build and deploy technology that enable solutions that are transforming the financial services industry and beyond. Partner, Banking & Finance She began her career in capital markets credit risk management, focusing on counterparty credit risk. Our Finance and Capital Markets team consists of more than 50 lawyers and advises financial institutions and corporations involved in arranging and executing all forms of finance and capital markets transactions in Ireland. Will you accept religious or medical exemptions? in Romance Languages from Princeton University. Jocelyn's client list spans the globe and includes Warburg Pincus, Vista Equity Partners, Ares, Golub Capital, HGGC, LS Power, TPG, JPM Infrastructure, Summit Partners and GTCR, among others. Mr. Arougheti is a Co-Founder of Ares and the Chief Executive Officer and President, as well as a Director of Ares Management Corporation. https://www.conyers.com/legal-services/finance/fund-finance/, Private equity and private debt subscription lines of credit, Consistent Tier 1 rankings in Banking and Finance Law, Two Time Investment Funds Team of the Year for the U.S. Recipient. Jon's early career at Chemical Bank included roles in the retail industries and loan syndications and acquisition finance groups, and as assistant representative in Chemical Bank's Mexico City office. Our multi-disciplinary team has an in-depth understanding of the structures used by investment managers and the legal and commercial issues relevant to fund finance providers. Presenter: Stefano Rossi, Bocconi UniversityDiscussant: Vincenzo Pezone, Tilburg University. Nick is a Managing Director and Commercial Market Lead within CIBCs Non-Bank Finance Group, one of CIBCs specialized Fund Finance groups. At 30 September 2022, Macquarie had assets under management of $US508.9 billion. Lewiss newest book, The Premonition: APandemic Story follows three central characters a biochemist, a public health worker and a federalgovernment employee who worked in the White House as they confront the pandemic and find thatthe response from the United States government is woefully inadequate. For management companies and general partners, we craft facilities supported by management fees and general partner stakes to provide liquidity and investable capital. Save Financial & Basic Accounting Principles 2 Days Training in Miami, FL to your collection. Derivatives & Liability Management Associate Web2022 Florida Statutes (including 2022C, 2022D, 2022A, and 2023B) This part complete and additional authority. Managing Director Investments are structured to support clients objectives, while keeping the interests of GPs and LPs aligned. SVB Financial Group is the holding company for all business units and groups. | Bridge Bank. *Jersey legal services are provided through a referral arrangement with Harneys (Jersey) which is an independently owned and controlled Jersey law firm. Presenter: Peter Kelly, University of Notre DameDiscussant: Olivier Coibion, University of Texas Austin, NBER, and CEPR. Excluding this one-time impact, adjusted gross profit in Q4 2022 was $11.7 million. Adjusted EBITDA increased 54% to $7.9 million compared to $5.1 million. CANSORTIUM INC. Our deep industry knowledge, combined with our business-minded, client-focused approach, positions us as a market leader in fund financing matters. Pramit began his career as an analyst associate at S&P Global Ratings, where he worked on CMBS and ratings and research. Preqin is an independent business with staff based in London, Dubai, Frankfurt, New York Chicago, Singapore, San Francisco, Sydney, Tokyo, Hong Kong, Guangzhou, Bangalore and Manila. Managing Director of Blue Owl Featured Event MFA Legal & Compliance 2023 May 2, 2023 New York, NY More Information Upcoming Conferences Ms. Tiller is ranked as a Next Generation Partner in Commercial Lending by The Legal 500 US (2021), where she has been described as an ultimate professional, and highly rated. She is also recognized as a Notable Practitioner in Banking by IFLR1000 (2020). The company serves clients through operations across the United States, its territories and approximately 35 countries. Mr. Plasky represents sponsors of private equity, debt, infrastructure, real estate, energy and other investment funds and REITS on a broad range of fund level financings and other corporate matters including subscription credit facilities, asset-backed facilities, NAV-based facilities, hybrid facilities and repurchase agreements. I have not received information about uploading my information to the VOW Digital Health app. Save 2023 Broward and Beyond Business Conference to your collection. Sarah has been with NAB for 8 + years, and before this was a Finance Attorney at top tier Australian law firm King & Wood Mallesons working with Funds across Fund Finance, Real Estate, Leveraged and Project Finance and DCM. Round 7, Pick 246: CB DJ Ivey, Miami (South Dade) Bengals. CIBC is a leading North American financial institution with 10 million personal banking, business, public sector and institutional clients offering a full range of advice, solutions and services in the United States, Canada and around the world. He is a member of the Ares Executive Management Committee and the Ares Enterprise Risk Committee. Northern Trusts highly focused strategy and long-term commitment to the private equity market has been a major driver of the success of our sponsor finance business. May 01, 2023 1:34 PM. As of December 31, 2021, its total assets were approximately $2 trillion. Mieke represents the business bank on Comerica Banks Diversity, Equity & Inclusion Education Council. He is focused on bespoke investment opportunities and building strategic partnerships with alternative asset managers globally. Prior to joining Socit Gnrale, Nick worked at Natixis where he headed the Capital Call financing business, He has also worked at Goldman Sachs and Accenture in different roles and was the CFO of an entrepreneurial start-up UConnections.com aimed at the education space. 17Capital is the go-to global source of strategic finance for investors in private equity. She has directly invested in over 60 early stage companies and 12 venture funds in addition to The Artemis Fund. Web27 - 28 November 2023 The Ritz-Carlton Key Biscayne, Miami The worlds leading pan-Latin American & Caribbean debt event REGISTER YOUR DELEGATE PLACE HERE Bonds & Loans Latin America & Caribbean 2023 Santander is building a more responsible bank and has made a number of commitments to support this objective, including raising 220 billion in green financing between 2019 and 2030. Most markets business is fund level foreign exchange, however, periodically Dan has facilitated fund and asset level rates hedging. Ann has been involved with the Fund Finance Association and Women in Fund Finance industry groups since their inception and has been recognized by the industry as the 2021 recipient of the Fund Finance Associations Woman in Fund Finance Award. Proskauers fund finance practice represents private funds, regulated investment companies, fund investors and lenders on a full range of financing transactions in the U.S. and the U.K. Our team curates innovative solutions at all levels of the capital structure, on matters involving secured and unsecured subscription/capital call facilities, NAV facilities, secondaries acquisitions, and GP, management and co-investment facilities. As macro-economic pressures evolve, Intertrust Law is positioned to proactively anticipate clients needs, offering a long-term partnership with a full-service capability. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, here for good. Troutman Pepper is a national law firm with more than 1,200 attorneys in 23 U.S. cities. | City National Bank. Brickfield also provides strategic counsel to banks, law firms, funds and alternative lenders facing challenges in attracting high quality candidates within this competitive recruitment market, advising on fund finance industry specifics and key guidance on issues such as base salary expectations, bonus benchmarking and brand reputation. Simpson Thacher & Bartlett LLP (www.simpsonthacher.com) is one of the worlds leading international law firms. Ryan graduated from Rutgers University in 2011 with Bachelor of Science degree in Finance. Hedgewood runs a competitive lender sourcing process on behalf of its clients by engaging with its wide network of traditional bank and non-bank lenders, leads negotiations on behalf of clients, drives efficient execution of transactions and provides a comprehensive post-sales service. Jeff has been working in private equity in various capacities since 2002 when he joined JPMorgans proprietary private equity group, JPMorgan Partners. He advises clients across a broad spectrum of finance issues, including secured and unsecured lending transactions, domestic and cross-border acquisition financings, all types of fund financings, project financings, workouts, restructurings and general banking concerns. Motivated Beliefs in Macroeconomic Expectations, Stefano Cassella, Tilburg University; Benjamin Golez, University of Notre Dame; Huseyin Gulen, Purdue University; Peter Kelly, University of Notre Dame. 2023 Calendar of Events. For more information, visit katten.com. Julie is the head of J.P. Morgan Chase's commercial real estate subscription lending platform. In addition, DBS has been accorded the Safest Bank in Asia award by Global Finance for 13 consecutive years from 2009 to 2021. | Standard Chartered Bank. In addition, the company and its investment affiliates manage or administer $83.0 billion in client investment assets. The Division is overseen by accomplished industry professionals that collectively have 90+ years of experience in the fund banking world. Partner Cancellations received after February 7, 2022, will be refunded at the discretion of the Fund Finance Association (FFA). Our scale enables us to unlock alternative pools of liquidity and capital, with strong executional capabilities complemented by a network of corporate referrals and diverse international expertise. Mr. Lewis is a columnist for Bloomberg News and a contributing writer to Vanity Fair. Deutsche banks structuring capabilities are best in class with customizable solutions aimed at achieving goals prescribed by the sponsor. The team also offers a variety of business opportunities for clients interested in exploring private equity businesses in Asian market, and other ancillary products, including FX, derivatives, and DCM that match clients' individual needs. 2021 University of Miami Patti and Allan Herbert Business School. Silicon Valley Bank operates in centers of innovation around the world and is one of SVBs core businesses with SVB Capital, SVB Private and SVB Securities. He is the co-chair and a member of the SLS Investment Committee. From pioneering rigorous methods of data collection to developing a revolutionary platform, we have committed ourselves to furthering the understanding of alternatives for over 18 years. 41 on Fortunes 2022 rankings of Americas largest corporations. Stephen is co-head of the corporate structured finance business within the Financing Group. Tims experience also encompasses working with fund-related borrowers on the negotiation of third-party investor documents with institutional, high net worth and sovereign wealth investors. Jeff holds a B.A. The CRE Finance Council holds two premier conferences each year in the United States: the January Conference in Miami and the June Annual Conference in If you cannot agree to or accept the foregoing, DO NOT ATTEND THE SYMPOSIUM. Retail Trading in Options and the Rise of the Big Three Wholesalers, Svetlana Bryzgalova, London Business School and CEPR; Anna Pavlova, London Business School and CEPR; Taisiya Sikorskaya, London Business School. 12 SEPTEMBER 2023 London, UK, UK. As a global leader, we deliver strategic advice and solutions, including capital raising, risk management, and trade finance services to corporations, institutions and governments. Join All Conference Alert today and get free conference alerts in Miami. We have continued to grow ever since, spreading throughout the EMEA region. The Company has developed a technology-led solution to assist financial institutions, buy-side, and commercial end-users in executing and managing their international payments, foreign exchange, over-the-counter commodity and interest rate derivative transactions. Our in-depth knowledge of the fund finance market, complimented by a diligent and discreet personal approach, gives us an unparalleled ability to bring the right people together. CIBC Innovation Banking serves the innovation economy by providing valuable access, capital and connections when it matters most. Withover225 years of legal experience, Cadwalader, Wickersham & Taft LLP serves a diverse client base, including many of the worlds leading financial institutions, funds, Fortune 500 companies and other leading corporations, and individual private clients. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Mr. Schluter received a BA in Economics from Williams College and a MBA from the Kellogg School of Management at Northwestern University. Before joining Angelo Gordon, Jeff was a Vice President overseeing Treasury and Structured Funding for Goldman Sachs Asset Management (GSAM). Deutsche Bank has financing capabilities across a broad spectrum of assets, matching the breadth of Deutsche Bank Structured Finance platform. He specializes in asset management, wealth management and other diversified financial institutions with a focus on private. Tommy has led the expansion of the Fund Finance business within SuMi TRUST and is responsible for originating and executing fund finance related credit facilities. Global Head of Private Capital Advisory US Head of Capital Call Solutions Brickfield is the exclusive publisher of the Fund Finance Bankers Compensation Report which provides comprehensive US and UK salary and bonus data, as well as in-depth thought leadership and analysis on key recruitment and career-related issues from leading fund finance industry players. For information about PNC, visit www.pnc.com. Our partners provide incisive and highly effective advice to the highest standard on all types of offshore entities including hedge funds, private equity, corporate and partnership vehicles, asset and structured finance, cryptocurrencies, ICOs/IEOs/STOs, capital markets, general corporate and commercial matters and private client. Ram has specialist expertise in structuring financing solutions for private equity firms for acquisitions of LP portfolios and individual companies in the secondary market, as well as expertise in financing dividend recapitalizations of individual funds and fund of funds. Asset Pricing in a World of Imperfect Foresight, Peter Bossaerts, University of Cambridge and the University of Melbourne; Felix Fattinger, Vienna University of Economics and Business; Frans van den Bogaerde, IFM Investors; Wenhao Yang, Chinese University of Hong Kong (Shenzhen). | Simpson Thacher. in tax accounting from the University of Alabama and his J.D. In between he held variety of roles primarily focused on the Financial Sponsors both on the client coverage and structured finance sides at Santander, ABN AMRO and Barclays. Mitsubishi UFJ Financial Group (MUFG) is one of the worlds leading financial groups. This will ensure a speedy check-in process and eliminate any potential complications on-site! | Natixis. In addition to co-founding FFP, Richard was the General Counsel, Chief Compliance Officer and a Director of a $3 billion asset manager investing debt and equity in lower middle-market companies. | First Republic Bank. You can also search for conferences by keyword, date, or location. Mike Mascia is the former Chair of Cadwalader, Wickersham & Tafts Finance Group and was a member of the firms Management Committee. The Firm offers a market-leading fund finance practice with deep experience providing fund- and asset-level leverage solutions for private equity, real estate, investment, special situations and infrastructure funds. SuMi Trust is well known not only for working openly and collaboratively with its banking clients, but also for seeking opportunities to introduce its Japanese investor partners enhanced investment solutions in line with its trust bank heritage. Markets change, regulation evolves, businesses adapt, and we keep on reinventing our service for the times we find ourselves in. In 2008, he became co-head of the Wells Fargo Investment Banking & Capital Markets division and in 2014 became president and head of Wells Fargo Securities. As one of Australias most recognised brands, Commonwealth Bank of Australia (CBA) is a leading provider of personal banking, business and institutional banking and share broking services in Australia. Read more about the speaker, David Robertson, Senior Lecturer at MIT Sloan and the Author of The Power of Little Ideas and of Brick by Brick, Hear from experts on measurable drive for sustainability and what more can be done, Think it doesn't have anything to do with treasury? Signature Banks Fund Banking Division is a national platform focused on building strong, long-term relationships with fund sponsors. Save FinTech Friday: DeFi & Drinks City Nights to your collection. How long will it take to check-in if I elect to test on site? Mr. Constantinou is a graduate of Iona College and received his MBA from the Binghamton University School of Management. The Fund Finance Associations annual In addition to his practice, Mr. Cooley served as a Global Chair of Latham's First Generation Professionals Affinity Group from 2018-2021, is a former member of the firms Pro Bono Committee and a current member of the firms Associates Committee. Our advice is delivered by an approachable and experienced team of globally-minded lawyers who work in partnership with our clients to help them achieve their objectives. Mar 8 - Mar 9, 2022. Managing Director, Head of Capital Call Financing, Deputy Head of FI Origination With more than 1,700 lawyers across 31 offices, we advise lenders and funds on capital call/subscription lines, NAV and asset-backed facilities, secondary funds facilities, hybrid facilities, co-investment and GP/manager support facilities and other fund liquidity facilities in Europe, the U.S., Asia and the UAE. Conyers market-leading fund finance team in the Cayman Islands is dedicated to advising the worlds leading banks and financial institutions on all aspects of fund finance transactions involving Cayman parties including subscription-based, NAV and hybrid transactions. We also employ a network of seasoned professionals across the firm, enabling us to understand any fund vehicle and appreciate the deal points that concern all parties. For more information, visitwww.fundfinanacepartners.comor email us atinfo@fundfinancepartners.com. Mr. Bailey is a graduate of Michigan Technological University with a B.S.B.A in Finance and Marketing.

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