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Cadwalader Finance Forum 2018

Date: October 9, 2018
Location: The Ritz Carlton, Charlotte, North Carolina


Cadwalader hosted its third annual Finance Forum in Charlotte, North Carolina in October 2018, gathering more than 400 industry leaders in the asset-based lending, commercial real estate, fund finance and securitization markets for panel discussions covering opportunities and emerging trends in those areas.

Panel Topics

  • A Rising Tide:  Finance in an Era of Economic Growth and Rising Interest Rates
  • Cannabis Banking – A Pipe Dream?: Issues in Cannabis Investing and Banking 
  • Challenges in Commercial Real Estate Lending: Where Do We Go From Here?
  • CMBS – A Business Roundtable
  • Commercial Real Estate CLOs: A Market Resurgence
  • Current Trends in the Residential Mortgage and RMBS Markets 
  • Diversity Initiatives in Finance
  • Financing the Financiers – Trends in CRE Warehouse and Repo Finance
  • Fund Finance Market Update
  • Lending Trends – Positives and Negatives
  • Litigation and Enforcement Trends in the Financial Sector – 2018
  • Private Equity Primary and Secondary Markets: Evolving Deal Structures and the Use of Leverage
  • SASB Transactions: Lender, Borrower and Rating Agency Perspectives
  • Trends in the BSL and Middle Market CLO and ABL Markets
  • You Say Goodbye (LIBOR), I Say Hello (SOFR)

Featured Panelists

  • Stefanos Arethas, Head of Origination, Credit Suisse
  • Monty Bennett, Chairman and Chief Executive Officer, Ashford 
  • Nitin Bhasin, Senior Managing Director, KBRA
  • Brad Boland, Managing Director, Wells Fargo
  • Larry Brown, President, Starwood Mortgage Capital
  • Leland Bunch, Managing Director, Bank of America
  • Simon Burce, Vice President, JPMorgan
  • Katrina Carroll, Executive Vice President and Chief Anti-Money Laundering Officer, LPL Financial
  • Thomas Cassino, Executive Director, JPMorgan
  • Meredith Coffey, Executive Vice President of Research & Regulation, LSTA
  • Matthew Cohen, Principal, Mesa West Capital
  • Doug Cooper, Managing Director, Barings
  • Kevin Cowan, Managing Director, Wells Fargo
  • Brian Drake, Senior Vice President, Talent Acquisition Manager, Wells Fargo
  • Shaun Dreyer, Head of Loan Syndications, Wells Fargo
  • William Duke, Managing Director, CIT Healthcare
  • George Durban, Director, Wells Fargo
  • Donald Frey, Finance Counsel, Simon Property Group
  • Nicholas Galeone, Executive Director, UBS
  • Micah Goodman, Managing Director, General Counsel, Benefit Street Partners
  • Aisha Greene, Director of Attorney Development & Training, Cadwalader
  • Peter Hall, Managing Director, Bank of America
  • Bill Harrison, Managing Director, Head of Alternative Investments, TH Real Estate
  • Lauren Hedvat, Managing Director, Angel Oak Capital Advisors
  • Jack Hempling, Director, Credit Suisse
  • Brad Horn, Executive Director, JPMorgan
  • Scott Horton, Associate General Counsel, Global Head of Financial Crimes, AIG
  • Jillian Joseph, Managing Director, Associate General Counsel, Nuveen
  • Jack Kattan, Managing Director, Nomura Corporation
  • Ari Kavour, Managing Director, Co-Head of Mortgage Finance, Wells Fargo
  • Bryan Kearns, Managing Director, Bank of America
  • Spencer Langston, Managing Director, Wells Fargo
  • Chuck Lee, Head of CRE Securitization and Warehouse Finance, Credit Suisse
  • Eric Lloyd, Head of Global Private Finance, Managing Director, Barings 
  • Jonathan Love, Managing Director, Wells Fargo
  • Amit Mahajan, Managing Director, Crestline Investors
  • Ray Meyer, Managing Director, Natixis
  • Adrian Millan, Managing Director, Park Hill Group
  • Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
  • Lisa Pendergast, Executive Director, CRE Finance Council
  • Aseel Rabie, Managing Director and Associate General Counsel, SIFMA
  • Frederick Reynolds, Managing Director, Global Head of Financial Crime Legal, Barclays
  • John Rhee, Director, Wells Fargo
  • Melissa Ricco, Managing Director, Barings
  • Joseph Rocco, Managing Director, The Blackstone Group
  • Mario Romine, Senior Vice President, General Counsel, Turnberry Associates
  • Daniel Rubock, Senior Vice President, Moody's
  • Allen Shifflet, Managing Director, Bank of America
  • Keri Shull, Managing Director, Fifth Third Bank
  • Evan Sotiriou, Chief Financial Officer, OrbiMed Advisors
  • Ryan Stark, Managing Director, Deutsche Bank
  • Michael Ting, Senior Vice President, Greystone
  • Mark Vitner, Senior Economist, Wells Fargo
  • Tejal Wadhwani, Managing Director and Associate General Counsel, Goldman Sachs
  • David Wasserman, Managing Director, Morgan Stanley
  • Brennan Woods, Vice President, JPMorgan
  • Adnan Zuberi, Managing Director Head of Credit Solutions & Global Head of CLOs, BNP Paribas
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