United States: Speakers Announced: You're Invited: Finance Forum, Dec. 1
Last Updated: November 7 2016

Thursday, December 1, 2016
Charlotte, North Carolina
1:00 pm

Join Cadwalader, Wickersham & Taft LLP and fellow industry leaders to discuss emerging trends, market developments and hot topics for the financial services and investment management community. 

Charlotte Ritz Carlton
201 East Trade Street
Charlotte, NC 28202

Kindly click here to RSVP by November 23rd. Space is limited.


  • AML and OFAC Regulatory Developments
  • Leveraged Finance
  • Collateralized Loan Obligations
  • Middle Market Lending
  • Commercial Mortgage-Backed Securities
  • Residential Mortgage Finance and RMBS
  • Commercial Real Estate Finance
  • Subscription Credit Facilities
  • CRE Repo Finance
  • And More
  • Fund NAV and Leverage Facilities

In addition, join us for a roundtable discussion of issues facing women in the finance industry.



Joseph B. Alala, III, Chairman & Chief Executive Officer, Capitala Group
Brad W. Beelaert, Prinicipal, WHI Real Estate Partners
Frank Byrne, Senior Vice President, Mid-Market Financial Sponsors, Bank of America
Julie C. Caperton, Head of Corporate Development, Wells Fargo
Cary Carpenter, Managing Director – CRE Capital Markets, Trading & Syndication, Starwood Property Trust
Thomas N. Cassino, Executive Director, JPMorgan
Matthew Cohen, Principal, Mesa West Capital
Douglas A. Cruikshank, Managing Partner – Credit Supported Loan Fund, Enhanced Capital Partners
Robert R. Foley, Managing Director, Chief Financial and Risk Officer, TPG Capital
Joseph E. Geoghan III, Managing Director, Head of CMBS Originations,  JPMorgan
Jeremy Grubb, Senior Vice President, Citizens Bank
Jeffrey Kung, Director, Capital Markets, Citizens Bank
Jeffrey Johnston, Managing Director, Head of Subscription Finance Origination, Wells Fargo
Michael E. Lascher, Managing Director, Global Head of Real Estate Debt Capital Markets, Blackstone
Jonathan Love, Managing Director, Wells Fargo
Keith Luedeman, Chief Executive Officer & Founder, Goodmortgage.com
Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
Dash Robinson, Head of Residential Mortgage Finance Structuring and Lending, Wells Fargo
Dennis G. Schuh, Chief Originations Officer, Starwood Property Trust
Kunal K. Singh, Managing Director, JPMorgan
Dee Dee Sklar, Managing Director and Head of Subscription Finance, Wells Fargo
Matthew B. Skurbe, Managing Director in Finance and Treasurer, Blackstone
Mary Touchstone, Head of Funds Finance Practice, Simpson, Thacher & Bartlett LLP
Richard G. Wheelahan III, General Counsel & Chief Compliance Officer, Capitala Group
Michael Williamson, Chief Executive Officer, Clearhaven Capital Partners
Robert Wood, Managing Director, Bank of America



1:00 pm: Registration
1:15 pm: Welcome and Introductory Remarks
1:30 pm: Panels
5:30 pm: Cocktail Reception

A detailed agenda is forthcoming. Visit the Finance Forum webpage for more information.

CLE credit will be offered and accreditation is pending. Please contact Danielle Couper with any questions.


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