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8th Annual Finance Forum | Wednesday, October 23 | Charlotte

This premier event brings together industry leaders and experts for a day of networking and insightful discussions on the latest market trends and opportunities across various sectors, including commercial real estate, fund finance, leveraged finance, middle market lending, private credit, securitization and structured finance. We look forward to welcoming you in October!

AgendA
schedule

11:00 AM: Registration Opens – Third Floor
12:30 PM: Program Begins
5:30 PM: Cocktail Reception – Third Floor

Agenda

time icon10/23/2024 12:30 pm

Welcome Remarks and Keynote Address

speaker headshot

Patrick Quinn
Managing Partner, Cadwalader

speaker headshot

David Golub
President, Golub Capital

JW Ballroom – Third Floor
time icon10/23/2024 01:30 pm

Networking Break

time icon10/23/2024 01:45 pm

The Business of Fund Finance

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Leah Edelboim
Partner, Cadwalader

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Michael Mascia
Co-Head Fund Finance, EverBank

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Adam Zotkow
Head of Alternative Markets, Goldman Sachs

JW Ballroom B/C – Third Floor
time icon10/23/2024 02:40 pm

The New Normal: Fund Finance Market Trends in 2024

speaker headshot

Tim Hicks
Partner, Cadwalader

speaker headshot

Trent Lindsay
Partner, Cadwalader

speaker headshot

Vicky Du
Global Head Fund Finance, Standard Chartered Bank

speaker headshot

Laurie Lawler
Managing Director, Société Générale

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Kelly Rocchio
Senior Vice President, M&T Bank

JW Ballroom B/C – Third Floor
time icon10/23/2024 03:30 pm

Networking Break

time icon10/23/2024 03:45 pm

NAV Financing: The Path Forward Under Investor and Regulatory Scrutiny

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Patrick Calves
Partner, Cadwalader

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Ginny Chiarello
Managing Director, Barings

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Derek Dillon
Managing Director, Apollo

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Aryeh Landsberg
Director, Barclays

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John Sciales
Vice President, Evercore

JW Ballroom B/C – Third Floor
time icon10/23/2024 04:40 pm

NAIC Current Updates and Hot Topics

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Angela Batterson
Partner, Cadwalader

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Gregg Jubin
Partner, Cadwalader

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Phillip Titolo
Managing Director, Hunter Point Capital LP

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Michael Vasseghi
Head of Insurance Solutions, Morgan Stanley

JW Ballroom B/C – Third Floor
time icon10/23/2024 05:30 pm

Cocktail Reception

time icon10/23/2024 12:30 pm

Welcome Remarks and Keynote Address

speaker headshot

Patrick Quinn
Managing Partner, Cadwalader

speaker headshot

David Golub
President, Golub Capital

JW Ballroom – Third Floor
time icon10/23/2024 01:30 pm

Networking Break

time icon10/23/2024 01:45 pm

Commercial Real Estate Market Update

speaker headshot

Bonnie Neuman
Partner, Cadwalader

speaker headshot

Kwasi Benneh
Managing Director, Morgan Stanley

speaker headshot

David Bouton
Managing Director, Citigroup

speaker headshot

Zachary Cohn
Managing Director – Real Estate, Brookfield Asset Management

speaker headshot

Joe Geoghan
Managing Director, JPMorgan

JW Ballroom A – Third Floor
time icon10/23/2024 02:40 pm

Bridge Over Troubled Water: Today’s CRE Bridge Lending and the Financing That Makes It Possible

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Stuart Goldstein
Partner, Cadwalader

speaker headshot

Melissa Band
Managing Director, Värde Partners

speaker headshot

Thomas Cassino
Managing Director, JPMorgan

speaker headshot

Brendan Jordan
Director, ATLAS SP Partners

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Jonathan Love
Managing Director, Wells Fargo Commercial Mortgage

speaker headshot

Scott Waynebern
President, Limekiln Real Estate Investment Management

JW Ballroom A – Third Floor
time icon10/23/2024 03:30 pm

Networking Break

JW Ballroom A
time icon10/23/2024 03:45 pm

CMBS Market Insights: A Look at What's Ahead

speaker headshot

Lisa Pauquette
Partner, Cadwalader

speaker headshot

Leland Bunch
Managing Director, Bank of America

speaker headshot

Lisa Szpytko
Managing Director, Blackstone

speaker headshot

Rene Theriault
Managing Director, KKR

speaker headshot

Paul Vanderslice
Head of CMBS Finance Group, BMO

JW Ballroom A – Third Floor
time icon10/23/2024 04:40 pm

Loan Sales, Distress and Workouts

speaker headshot

Christopher Dickson
Partner, Cadwalader

speaker headshot

Adam Behlman
President, Starwood Mortgage Capital

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Michael Criscito
Senior Managing Director, FTI Consulting

speaker headshot

Gary Curwin
Executive Director, Morgan Stanley

speaker headshot

Matthew Klein
Director, CrossHarbor Capital Partners

speaker headshot

Charles Manna
Managing Director, Bank of America

JW Ballroom A – Third Floor
time icon10/23/2024 05:30 pm

Cocktail Reception

time icon10/23/2024 12:30 pm

Welcome Remarks and Keynote Address

speaker headshot

Patrick Quinn
Managing Partner, Cadwalader

speaker headshot

David Golub
President, Golub Capital

JW Ballroom – Third Floor
time icon10/23/2024 01:30 pm

Networking Break

time icon10/23/2024 01:45 pm

Deep Dive on Liability Management Transactions

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Jared Zajac
Partner, Cadwalader

speaker headshot

Thomas Archie
Managing Director, Citizens Bank

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Scott Bynum
Portfolio Manager, Mudrick Capital Management

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Matthew Winkler
Managing Director, Benefit Street Partners

Carolina 1 – Fourth Floor
time icon10/23/2024 02:40 pm

Perspectives on Distress from Sponsors, Borrowers and Lenders

speaker headshot

Ron Lovelace
Partner, Cadwalader

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Joseph Alala
CEO, Capitala Group

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Noiel Brill
Managing Director, Audax Private Debt

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Jason Miller
Head of Debt Capital Markets, Citizens Bank

Carolina 1 – Fourth Floor
time icon10/23/2024 03:30 pm

Networking Break

Carolina 1
time icon10/23/2024 03:45 pm

Emerging Trends in Private Credit

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Nathan Spanheimer
Partner, Cadwalader

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Kristine Jurczyk
Co-Founder, Vista Credit Partners

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Matthew Laurino
Managing Director, Blue Owl Capital

speaker headshot

Ben Love
Managing Director, Churchill Asset Management

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Parker McKee
Structured Products Capital Markets Director, Société Générale

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Mike Romanzo
Managing Director, Wells Fargo

Carolina 1 – Fourth Floor
time icon10/23/2024 04:40 pm

Capital Relief Trades for U.S. Banks: State of the Market

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Jed Miller
Partner, Cadwalader

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Brian Gilbert
Corporate Treasurer, Pinnacle Financial Partners

speaker headshot

Darren King
Senior Vice President – Capital Markets, Merchants Capital

speaker headshot

Derek Li
Managing Director, Goldman Sachs

speaker headshot

Sara McGinty
Managing Director, Ares Credit Group

speaker headshot

David Sklar
Managing Director, Bank of America

Carolina 1 – Fourth Floor
time icon10/23/2024 05:30 pm

Cocktail Reception

time icon10/23/2024 12:30 pm

Welcome Remarks and Keynote Address

speaker headshot

Patrick Quinn
Managing Partner, Cadwalader

speaker headshot

David Golub
President, Golub Capital

JW Ballroom – Third Floor
time icon10/23/2024 01:30 pm

Networking Break

time icon10/23/2024 01:45 pm

Banking Industry Outlook: What Is the Destination?

speaker headshot

Chris van Heerden
Director of Market Research, Cadwalader

speaker headshot

Christopher Horn
Partner, Cadwalader

speaker headshot

Timothy Becker
Senior Vice President, Wells Fargo

speaker headshot

Francisco Covas
Executive Vice President and Head of Research, Bank Policy Institute

speaker headshot

David Fanger
Senior Vice President, Moody’s

speaker headshot

Rahul Nalgirkar
U.S. Chief Financial Officer, Bank of Montreal

Carolina 2 – Fourth Floor
time icon10/23/2024 02:40 pm

Data Centers: Comparing ABS and CMBS Routes

speaker headshot

Ryan McNaughton
Partner, Cadwalader

speaker headshot

Christopher Kosonen
Managing Director, JPMorgan

speaker headshot

Fred Perreten
Managing Director – CMBS, KBRA

speaker headshot

Aman Sareen
Vice President, Brookfield Asset Management

speaker headshot

Peter Walgren
Managing Director, Jefferies

Carolina 2 – Fourth Floor
time icon10/23/2024 03:30 pm

Networking Break

OurSpeakers

Stuart Goldstein headshot

Stuart Goldstein

Partner, Cadwalader
Thomas Cassino headshot

Thomas Cassino

Managing Director, JPMorgan
Brendan Jordan headshot

Brendan Jordan

Director, ATLAS SP Partners
Melissa Band headshot

Melissa Band

Managing Director, Värde Partners
Scott Waynebern headshot

Scott Waynebern

President, Limekiln Real Estate Investment Management
Nathan Spanheimer headshot

Nathan Spanheimer

Partner, Cadwalader
Matthew Laurino headshot

Matthew Laurino

Managing Director, Blue Owl Capital
Mike Romanzo headshot

Mike Romanzo

Managing Director, Wells Fargo
Parker McKee headshot

Parker McKee

Structured Products Capital Markets Director, Société Générale
Lisa Pauquette headshot

Lisa Pauquette

Partner, Cadwalader
Leland Bunch headshot

Leland Bunch

Managing Director, Bank of America
Paul Vanderslice headshot

Paul Vanderslice

Head of CMBS Finance Group, BMO
Lisa Szpytko headshot

Lisa Szpytko

Managing Director, Blackstone
Rene Theriault headshot

Rene Theriault

Managing Director, KKR
Jared Zajac headshot

Jared Zajac

Partner, Cadwalader
Ron Lovelace headshot

Ron Lovelace

Partner, Cadwalader
Gregg Jubin headshot

Gregg Jubin

Partner, Cadwalader
Angela Batterson headshot

Angela Batterson

Partner, Cadwalader
Michael Vasseghi headshot

Michael Vasseghi

Head of Insurance Solutions, Morgan Stanley
Bonnie Neuman headshot

Bonnie Neuman

Partner, Cadwalader
David Bouton headshot

David Bouton

Managing Director, Citigroup
Kwasi Benneh headshot

Kwasi Benneh

Managing Director, Morgan Stanley
Zachary Cohn  headshot

Zachary Cohn

Managing Director – Real Estate, Brookfield Asset Management
Christopher Dickson headshot

Christopher Dickson

Partner, Cadwalader
Michael Criscito headshot

Michael Criscito

Senior Managing Director, FTI Consulting
Adam Behlman  headshot

Adam Behlman

President, Starwood Mortgage Capital
David Golub headshot

David Golub

President, Golub Capital
Patrick Quinn headshot

Patrick Quinn

Managing Partner, Cadwalader
Leah Edelboim headshot

Leah Edelboim

Partner, Cadwalader
Adam Zotkow headshot

Adam Zotkow

Head of Alternative Markets, Goldman Sachs
Tim Hicks headshot

Tim Hicks

Partner, Cadwalader
Laurie Lawler  headshot

Laurie Lawler

Managing Director, Société Générale
Patrick Calves headshot

Patrick Calves

Partner, Cadwalader
Derek Dillon headshot

Derek Dillon

Managing Director, Apollo
Aryeh Landsberg headshot

Aryeh Landsberg

Director, Barclays
Ginny Chiarello  headshot

Ginny Chiarello

Managing Director, Barings
Jed Miller headshot

Jed Miller

Partner, Cadwalader
Derek Li headshot

Derek Li

Managing Director, Goldman Sachs
Trent Lindsay headshot

Trent Lindsay

Partner, Cadwalader
Brian Gilbert headshot

Brian Gilbert

Corporate Treasurer, Pinnacle Financial Partners
Darren King headshot

Darren King

Senior Vice President – Capital Markets, Merchants Capital
Kelly Rocchio headshot

Kelly Rocchio

Senior Vice President, M&T Bank
Joe Geoghan headshot

Joe Geoghan

Managing Director, JPMorgan
Matthew Klein headshot

Matthew Klein

Director, CrossHarbor Capital Partners
Charles Manna headshot

Charles Manna

Managing Director, Bank of America
Noiel Brill headshot

Noiel Brill

Managing Director, Audax Private Debt
Chris van Heerden headshot

Chris van Heerden

Director of Market Research, Cadwalader
David Fanger headshot

David Fanger

Senior Vice President, Moody’s
Christopher Horn headshot

Christopher Horn

Partner, Cadwalader
Ryan McNaughton headshot

Ryan McNaughton

Partner, Cadwalader
Christopher Kosonen headshot

Christopher Kosonen

Managing Director, JPMorgan
Peter Walgren headshot

Peter Walgren

Managing Director, Jefferies
Fred Perreten headshot

Fred Perreten

Managing Director – CMBS, KBRA
Aman Sareen headshot

Aman Sareen

Vice President, Brookfield Asset Management
Timothy Becker headshot

Timothy Becker

Senior Vice President, Wells Fargo
Rahul Nalgirkar headshot

Rahul Nalgirkar

U.S. Chief Financial Officer, Bank of Montreal
John Sciales headshot

John Sciales

Vice President, Evercore
Francisco Covas headshot

Francisco Covas

Executive Vice President and Head of Research, Bank Policy Institute
Matthew Winkler headshot

Matthew Winkler

Managing Director, Benefit Street Partners
Sara McGinty headshot

Sara McGinty

Managing Director, Ares Credit Group
Ben Love headshot

Ben Love

Managing Director, Churchill Asset Management
Kristine Jurczyk headshot

Kristine Jurczyk

Co-Founder, Vista Credit Partners
Michael Mascia headshot

Michael Mascia

Co-Head Fund Finance, EverBank
Phillip Titolo headshot

Phillip Titolo

Managing Director, Hunter Point Capital LP
Thomas Archie headshot

Thomas Archie

Managing Director, Citizens Bank
Jason Miller headshot

Jason Miller

Head of Debt Capital Markets, Citizens Bank
Scott Bynum headshot

Scott Bynum

Portfolio Manager, Mudrick Capital Management
Joseph Alala headshot

Joseph Alala

CEO, Capitala Group
David Sklar headshot

David Sklar

Managing Director, Bank of America
Vicky Du headshot

Vicky Du

Global Head Fund Finance, Standard Chartered Bank
Jonathan Love headshot

Jonathan Love

Managing Director, Wells Fargo Commercial Mortgage
Gary Curwin headshot

Gary Curwin

Executive Director, Morgan Stanley

FAQFrequently Asked Questions inquire


No, the forum is free of charge.
Yes, certain panels will be eligible for CLE credit, which will be noted on the agenda. You will need to make note of the CLE codes for each panel and include those on the affirmation forms we will have onsite.
No, the panels will not be recorded or live-streamed in compliance with the policies of many of our panelist’s organizations.
We will not be publishing the list of attendee names on our website, but you will be able to view other attendees on the event app if they opt-in to have their information displayed.
The dress code for the event is business casual.
No, members of the press will not be in attendance.
Yes, we will have a variety of food options available. If you need a kosher meal, please contact Cori Niemann.

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