Based in Palo Alto, CA, with offices in Boston, Dallas and New York City, Equity Fund Services focuses on providing credit and depository products to select private equity and venture capital firms across the United States and in Canada. She also serves as a board member of UNest and board observer for CNote, two high-growth fintech companies addressing financial inclusion. The bank has won many titles, including the Best Commercial Bank of China, the Best Retail Bank in China, the Best Private Bank in China, China's Best Custody Specialist from the British Financial Times, Euromoney, and The Asset. We regularly represent some of the largest lenders and private funds around the globe in a wide variety of financings, including subscription line of credit transactions and fund formation. Our list of firsts is extensive, and its one that continues to expand as we explore the intersection of tech-driven innovation, dedicated people and focused community impact. 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. Failure to agree to or abide by any of the foregoing may result in denial of entry or immediate expulsion from the Symposium, in the FFAs sole discretion, in addition any and all remedies which may be available to the FFA, in equity or at law. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). 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. Indraneel Chakraborty, University of Miami, For additional information about the conference, please email, Open accessibility options and information panel, See Global University Search and Navigation, School of Education and Human Development, Rosenstiel School of Marine, Atmospheric, and Earth Science, Division of Continuing and International Education. She was previously the Treasurer and Head of Operations for the Credit and Real Estate Funds. The Dolphins left the 2023 NFL Draft with a four-player class, a small pool of players but a group team decision-makers have high hopes for. We also provide expert advice and resources to sponsors seeking to establish, refinance and re-negotiate fund finance facilities. Before that, Lewis wrote Moneyball, a book ostensibly about baseball but also about the way markets value people. The Secondary Advisory practice is one of the most experienced investment banking teams in the industry, and has been involved in some of the largest, most complex transactions since the teams founding in 2008. He is responsible for managing the US Capital Call Solutions team which originates, structures, and syndicates capital call and hybrid facilities. The most comprehensive treasury agenda of the Americas Key Highlights. Click here to learn more on wealth management and investment services, Click here to know more about 2023 Market Outlook, Global Technology, Media & Communications Conference, Follow J.P.Morgan Chase & Co. on Facebook, : opens new window to JPMorgan Chase Careers. In the fund finance space, we represent sponsors, lenders and other market participants on management financings, subscription lines, NAV facilities, secondaries transactions and an array of other innovative liquidity solutions. Its global network of lawyers and industry professionals are strategically located in the Americas, Europe, Asia and the Middle East to ensure that clients gain immediate access to expert advice and bespoke support, within convenient time zones. He practices in all areas of commercial real estate transactions, with a primary focus on real estate and real estate related corporate finance. WebGartner CFO & Finance Executive Conference May 31 June 1, 2023 | National Harbor, MD Pricing & Registration Agenda Learn the latest insights from the finance research and conversations with CFOs at Gartner CFO & Finance Executive Conference 2023 in National Harbor, MD. He is also the First Vice Chairman of the Fund Finance Association. Steve also manages all lending relationships, and has shared oversight of business terms across trading agreements more broadly. 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. Prior to joining the firm, Todd worked in Advisory at KPMG in London where he qualified as an accountant. 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. Chrissie led Exelons Women and Minority-Owned Manager Program and developed and executed Exelons first Investment Office Diversity and Inclusion Survey across asset classes. Pramit has over 15 years of experience in credit ratings. 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. Prior to joining KKR, she was with Morgan Stanley in their Corporate Derivatives Group. Our financial advisors create solutions addressing strategic investment approaches, professional portfolio management and a broad range of wealth management services. Mr. Feinberg earned a bachelors degree from Syracuse University and a masters degree in business administration from Columbia Business School. Mr. Arougheti joined RBC in October 2001 from Indosuez Capital, where he was a Principal and an Investment Committee member, responsible for originating, structuring and executing leveraged transactions across a broad range of products and asset classes. | Fund Finance Association. Managing Director Mr. Chagan is responsible for overseeing Aress global banking relationships and partners with various internal stakeholders on capital and hedging needs. | KBRA. Sign up to get the latest treasury news direct to your inbox below. This is how we consistently deliver smarter, more efficient ways to tackle our clients most complex challenges. Kiel is acum laudegraduate of Case Western Reserve University School of Law and holds a Bachelor of Arts from DePauw University. We provide essential insight that is based on in-depth market knowledge, forward-looking analyses and transparent criteria. NAB is also a worldwide leader in AUD and NZD rates and FX solutions and a leading global bank in cross border US Private Placement solutions. Additionally, he is a member of the PATH Organization Leadership Council. Jeffhas been with CNB since 2012 and has 25 years of banking experience. MidCap 400, is the parent company of Texas Capital Bank. Ryan graduated from Rutgers University in 2011 with Bachelor of Science degree in Finance. April 25-27. | New Mountain Capital. Sarah is a partner of Maples and Calder's Banking and Finance team in the Maples Group's Dublin office. Follow us on Twitter @BNYMellon or visit our newsroom atwww.bnymellon.com/newsroomfor the latest company news. The team advises banks, hedge fund managers, private equity funds, real estate funds and investment fund managers in connection with a wide range of financings involving many different fund asset classes. Our clients include more than 500 funds worldwide with AUM exceeding $40bn, ranging from multi-billion dollar funds to mid-market and next-generation managers. The firm has offices in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, New York, San Francisco, Seoul, Shanghai, Silicon Valley, Tokyo and Washington, D.C. Save Miami 2023 Venture Capital World Summit to your collection. Tina represents hedge funds, private equity funds and banks on fund finance and other lending transactions, bank products, deal structures and on all types of secured transactions. What times will on-site testing be available? EFR is led by Guy Simpson, a 20+ year banking veteran with tech lending experience working with raw startups and banking private equity and venture capital funds in Silicon Valley and other innovation centers throughout the U.S. From 1998 to 2006, he worked in the Structured Finance Group at Financial Security Assurance. In particular, Sherri has over 20 years of experience structuring and negotiating subscription finance and various NAV and asset-based fund finance solutions in the US, Europe and Asia. Outside of Nomura, Christina is the Founder and Chair of Women in Secondaries (WINS) an industry organization dedicated to connecting, supporting and elevating women in the private equity secondaries market. She has been with the company since 2019. Conyers is a leading international law firm with a broad client base including global financial institutions, Fortune 500 companies and asset managers. With a focus on middle market companies, we arrange debt and equity capital raises from $25 million to $5 billion and advise on mergers and acquisitions. Ron D. Franklin is co-head of Proskauer's Corporate Finance Group and leads the Firms Fund Finance practice. The Maples Group distinguishes itself with a client-focused approach, providing solutions tailored to their specific needs. * Assets under management as of September 30, 2022 includes approximately $55 billion of assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. Stephen joined Goldman Sachs in 2010 and was named managing director in 2017. Headquartered in New York with offices in Beijing, Brussels, Hong Kong, Houston, London, Los Angeles, Palo Alto, So Paulo, Tokyo and Washington, D.C., the Firm provides coordinated legal advice and transactional capability to clients around the globe. General registration is $350 and PhD registration is $100. She is a board member and Midwest Steering Committee member for Womens Association of Venture and Equity (WAVE). This could mean two doses or Moderna or Pfizer or one doze of Johnson & Johnsonin the US. In 2018 Mr. Johnston took over leadership for the Subscription Finance business of which he previously ran the Origination, Structuring and Execution team within that group. Intertrust Law is a full-service commercial Cayman Islands law firm offering end-to-end Cayman Islands legal services in the practice areas of banking and finance, corporate, investment funds, fund finance, private client, regulatory, structured finance and litigation/dispute resolution. Transcard delivers solutions for business-to-business (B2B) payments, consumer-to-business (C2B) payments, business-to-business-to-consumer (B2B2C) payments, account-to-account automation, and Banking as a Service (BaaS). The Maples Group, through its leading international legal services firms, advises global financial, institutional, business and private clients on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey and Luxembourg, and is an independent provider of fiduciary, fund services, regulatory and compliance, and entity formation and management services. Chrissie is a long-time advocate in supporting industry-wide diversity and inclusion initiatives, with 20 years of investment experience. Storey Whalen has seven years of experience covering financing solutions for private equity and venture capital funds and firms. At the end of 2022, Banco Santander had 1.3 trillion in total funds, 160 million customers, 9,000 branches and 206,000 employees. Leslie holds a B.A. Deutsche Banks multi-currency and jurisdictional solutions are especially advantageous for EU and US based sponsors seeking to execute on European opportunities or opportunistic add-on acquisitions to platform/portfolio companies and clients are provided with connectivity to Deutsche Banks overall platform, when desired. Investments are structured to support clients objectives, while keeping the interests of GPs and LPs aligned. The firms top-flight capabilities are grounded in a distinguished history of 170 years, and our global, forward-looking focus is supported by 10 offices strategically located in the worlds key financial centers and political capitals. To learn more, visitwww.pacwest.com, or follow us onLinkedInandTwitter. Brett Morrell is the Head of Risk Solutions at Derivative Path where he is responsible for providing derivatives technology, advisory, and execution services to private investment funds and their portfolio companies. Peter has significant experience representing financial institutions (as administrative agents, collateral agents and lenders) as well as borrowers in all types of secured and unsecured credit facilities, including bilateral, club and syndicated credit facilities, structured finance facilities to business development companies, SPVs, SBA lenders, equipment lessors and other specialty finance companies, acquisition finance, subscription finance, equipment finance, aircraft financings and ship financings. With over 30 years of industry experience in the global subscription financing market, our Fund Finance Practice has worked through numerous business cycles, taking a multidisciplinary approach to working with clients and their customers on each transaction, preserving the lenderborrower relationship by conducting all negotiations with an understanding of the funds business issues, while preserving each funds relationship with its investors. Director, Fund Finance & Leveraged Credit Mayer Brown,the founding sponsor of the Annual Subscription Facility and Fund Finance Symposium, is a global legal services organization advising clients across the Americas, Asia and Europe. Find Out More, CREFC Fourth-Quarter 2022 Survey Shows Improving Sentiment for CRE Finance Markets -, Read the latest Policy and Capital Markets Briefing, Guest Bartending Fundraiser Benefiting Susan G. Komen, CREFC's High Yield, Investing and Lending Conference, Negotiating 201: Arm Wrestling for Beginners, Discovering the Many and Diverse Paths Within CRE Finance, Treading CRE Investing in the Current Credit Cycle, Networking Fundamentals and Practical Skills - Charlotte, Mental Health Awareness: Reducing the Stigma, Overview of the Modern-Day CRE Financing Landscape, Networking Fundamentals and Practical Skills - NYC, Board of Governors Meeting (Closed, By Invite Only), CRE Finance Intern and Summer Associate Networking Event, Meeting of the Seven Families: CREFC Forums Roundup, CRE Finance Council January Conference 2024, CRE Finance Council January Conference 2025, CRE Finance Council January Conference 2026, Diversity, Equity, and Inclusion Committee, Trepp/CREFC Collateral Performance Database. Mr. Chagan holds B.Com(Hons) from the University of KwaZulu-Natal, South Africa in Commerce. She was the recipient of the Women in Derivatives Trailblazer award in 2021 and was a Womens Bond Club Rising Star recipient in 2019, Christina graduated summa cum laude from Rutgers Business School with a degree in Finance and is a CAIA Charterholder, Secretary She received her JD from the University of North Carolina, MBA from New York University, and BA from Wake Forest University. Losing is Optional: Retail Option Trading and Earnings Announcement Volatility, Tim de Silva, Massachusetts Institute of Technology; Eric C. So, Massachusetts Institute of Technology; Kevin Smith, Stanford University. Partner, Banking & Finance Sidley is an elite global law firm powered by lawyers who practice at the highest level of the profession. WebCREFC's January 2022 conference will be held at the Loews Miami Beach Hotel, Sunday, January 9 through Wednesday, January 12. | ANZ. Ram has a bachelors degree from Ohio Wesleyan University and masters degrees from University of Pennsylvania and Massachusetts Institute of Technology. The group has approximately 900 offices and 60,000 employees worldwide in nearly 40 countries throughout the Americas, EMEA and Asia. 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. (Finance Conference in Miami, USA in 2022), We use cookies to ensure you get the best experience on our website, Conferences on Finance in Miami, USA in 2022, 16th Annual Latin American Energy & Infrastructure Finance Forum (IJLATAM 2022), Anticorruption thematic in the fourth Nigerian republic and public finance management, Business Events Aim to Improve Every Aspect of a Business, The prospects and aims of business conferences, Business Seminars can Change your Outlook, Business conference and trade shows as an efficient tool, Making the most out of the business seminars as an effective and instructive medium. | Ropes & Gray. Whether it's the most complex of hybrid facilities, the simplest subscription financings, or debt capital for the fund sponsor's platform, FFP has the track record and network to implement these solutions, start to finish. Mr. Schluter has over 18 years of investment banking, private equity, and secondary market experience. We provide our opinions and research about relative credit risk; market participants gain information to help support the growth of transparent, liquid debt markets worldwide. Can I use an at-home test for verification? Ryan has over 10 years of experience in origination, structuring and distribution of structured financings including fund financing, reserved based lending, term loan B and bridge loans. He represents a variety of financial institutions, investment funds and corporations across a range of structured finance and lending transactions, with particular emphasis on fund finance, securitisation and real estate finance. Both a PCR test completed within 72-hours or a Rapid Antigen test within 24 hours of Wednesday, February 16th will be accepted. Prior to joining Capital One, he spent six years in HSBCs Financial Sponsors Group. For more information about Morgan Stanley, please visit www.morganstanley.com. View By: Track Topic Day Agenda / Track Building on his groundbreaking study of Legos rise from near-bankruptcy, Robertson shows us the organizational practices that lead to sustained innovation. KBRA is a global full-service rating agency with a mission to set a standard of excellence and integrity. In its pivot towards developing into a broader energy company, Norwegian multinational Equinor adopted a unique .. Our news content is based on the same principle behind our events providing the global corporate treasury community with information and peer-to-peer knowledge sharing that helps them do their jobs better. | Goldman Sachs. He holds aBachelors degree in Art History from Princeton and a Masters degree in Economics from the LondonSchool of Economics. With vast experience in all types of fund financing products we build and maintain deep relationships with fund, borrower, and lender side clients. Shelley Morrison is Head of Fund Financing at abrdn with extensive experience in the origination, structuring and execution of fund level debt facilities. Mr. McLeod joined Cerberus in 2006. We have one of the largest team of funds finance lawyers globally and provide specialist advice on the new and developing products in this area. Orlando, May 18-19, 2023 - Register Now. He works closely with counterparts from throughout the firm and its funds on funding initiatives and FX hedging and trading strategies. WebAt MFA hosted events, thousands of institutional investors, asset managers, regulators, government officials and industry experts convene to exchange best practices, reshape industry standards and prepare for future market demands. Steve earned a BS in Finance from the University of Maryland, College Park, in 2006. 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. If youve had COVID within the past 90 days and continue test positive, what can we do? During his tenure at SVB, Jeff was able to grow the New York Private Equity and Venture portfolio from ~$1B in loan commitments to over $6B in loan commitments. He is the proud father of two daughters. Natixis CIB is committed to aligning its financing portfolio with a carbon neutrality path by 2050 while helping its clients reduce the environmental impact of their business. Continental Breakfast: Storer Auditorium Lobby. He has more than 16 years' experience working on Luxembourg matters and also worked for several years as head of the Luxembourg desk of a European law firm in New York. Copyright 2023 Conference Next. For more information about City National, visit the companys website at cnb.com. Our award winning service also includes turnkey solutions to the operational challenge of implementing, managing and monitoring hedging programmes, through dedicated resources and proprietary technology. | Mayer Brown LLP. Jon Weiss is chief executive officer of Wells Fargo's Corporate & Investment Bank and also serves on the company's Operating Committee. Managing Director What happens if I test positive on-site at the Fontainebleau? She actively manages $2.5B in loan commitments within the groups $8B portfolio. Fried Frank lawyers are known for their deep understanding of our clients businesses. Bank of America offers industry-leading support to approximately 3 million small business households through a suite of innovative, easy-to-use online products and services. The firm's specialists are highly accomplished and many of its lawyers have been actively involved in drafting key legislation that underpins the fund structures in BVI, Cayman Islands, Guernsey, Ireland, Jersey and Luxembourg, making Ogier the only firm to advise on those six laws. In 1998, she rejoined LaSalle Bank to develop and manage an institutional real estate division before joining RBS Citizens in 2008, where she was hired to build out a team focused on the generation of new business and asset management for a portfolio of real estate loans. Outside of Latham, Mr. Cooley is also a member of the Fund Finance Associations Diversity Committee. Fried, Frank, Harris, Shriver & Jacobson LLP, Partner Visit our Fitch Solutions booth in the exhibit hall to meet our team and learn more about our offerings. Additionally, Geoff has broad experience with acquisition, asset-based, complex intercreditor, trade, warehouse, and distressed and bankruptcy financings. in Romance Languages from Princeton University. Our team exercises true commercial judgment in delivering advice, often going the extra mile, with a personal approach, and forming genuine partnerships with our clients and their advisers. Mr. Constantinou is a graduate of Iona College and received his MBA from the Binghamton University School of Management. | Bridge Bank. Dadong graduated magna cum laude from the University of Michigan, Ross School of Business and LSA Honors College with a triple major in Business, Biophysics, and Honors German, where he was a Martin Haller Award Recipient. Tina has been recommended inChambers Global,Legal 500andWhos Who Legal. Troutman Pepper is a national law firm with more than 1,200 attorneys in 23 U.S. cities. Deadline: FULL PAPERS July 27 ABSTRACT -July 30 Here you can find the upcoming conference date, conference name and venue. Presenter: Peter Bossaerts, University of Cambridge and the University of MelbourneDiscussant: Chad Kendall, University of Southern California and NBER. Mary and her team regularly work on a wide variety of fund level financings, including secured and unsecured subscription (or capital call) facilities, with borrowing capacity for the fund as well as its parallel funds, alternative investment vehicles and portfolio companies; fund guarantees and other credit support of portfolio level financings; NAV-based facilities and hybrid variations provided as aftercare facilities for funds that are later in their life cycles with less uncalled capital and more portfolio asset value; credit facilities for managed account vehicles; employee co-investment loan programs; management lines to investment advisers for working capital purposes; and liquidity financings for registered funds. | Standard Chartered. Julie joined J.P. Morgan in 2010. PAY $100 for Faculty and $50 for Doctoral Students (only if all the authors are PhD students). Partner IMNs Mizuhos European presence dates back to 1952. Michaels practice focuses on fund finance (encompassing subscription finance, NAV based facilities and hybrid facilities) and he routinely leads the Conyers team acting as Cayman counsel to the lead agent on some of the largest and most complex fund finance facilities in the North American market. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and by offering timely and transparent ratings. We have the expertise and resources to handle the most complex international transactions combined with a personal approach to business. For our clients, we work to deliver the best service and support. Peter is a writer and speaker on matters of interest to financial institutions and leasing companies as part of various educational programs. Many have been with the Firm for most, if not all, of their legal careers. He is responsible for originating, structuring and executing preferred equity and NAV financings in North America.Prior to joining 17Capital in 2019, he spent 10 years at Nomura Securities where he was a founding member of the Fund Financing & Solutions team where he focused both on fund finance and structured derivative solutions. Headquartered in Sydney, Australia, and with offices in Europe, the US and Asia Pacific, CBA is strategically positioned to work with clients across global markets, while connecting non-Australian clients to opportunities both in Australia and around the world. EMEA is a key part of the Group's global ambitions and going forward we are committed to our presence in this region and are well positioned to increase it. U.S. Bancorps Subscription Finance group offers flexible, competitive, and customized lending solutions to fund managers throughout the U.S. Validus is a leading independent financial services firm, providing market risk management, fund finance advisory and technology solutions to the alternative investment industry.

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