United States: Finance Forum
Last Updated: November 21 2016

Cadwalader, Wickersham & Taft LLP is sponsoring its inaugural Finance Forum in Charlotte, North Carolina on December 1st. 

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. 

New Topics:

  • Regulatory Developments in the Trump Administration
  • Round Table Discussion on Issues Facing Women in Finance

This complimentary seminar will focus on several areas, including:

  • Middle Market Lending
  • Collateralized Loan Obligations
  • Commercial Real Estate Finance
  • Residential Mortgage Finance
  • Commercial Real Estate Repurchase Agreement Finance
  • Commercial Mortgage-Backed Securities
  • Subscription Credit Facilities
  • Hybrid and NAV Fund Lending
  • AML and OFAC Regulatory Developments
  • And More...


Thursday, December 1

12:30 PM: Registration
1:00 PM: Welcome and Introductory Remarks
1:15 PM: Panels
5:30 PM: Cocktail Reception

A detailed agenda is forthcoming.  CLE credit will be offered and accreditation is pending.


Joseph B. Alala, III, Chairman & Chief Executive Officer, Capitala Group
Suzanne Alwan, Wells Fargo, Managing Counsel
Stefanos Arethas, Credit Suisse, Head of Origination
Brad W. Beelaert, Prinicipal, WHI Real Estate Partners
Christopher M. Burke, Vice President, Barclays Capital
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
Catherine Chen, Apollo Global Management, Principal
Brandon S. Clar, Vice President, Counsel, Two Sigma Investments, LLC
Matthew Cohen, Principal, Mesa West Capital
Douglas A. Cruikshank, Managing Partner – Credit Supported Loan Fund, Enhanced Capital Partners
Maureen Dollinger, Barclays, Vice President
Robert Durden, Credit Suisse, Vice President
Quentin Fogan, Bank of America, Director
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
Lainie Kaye, Managing Director, Deutsche Bank Securities
Jeffrey Kung, Director, Capital Markets, Citizens Bank
Jeffrey Johnston, Managing Director, Head of Subscription Finance Origination, Wells Fargo
Brad Larson, Credit Suisse, New Issue Group Head
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
Kara McShane, Managing Director, Wells Fargo
Nicholas Mitra, Natixis Capital Markets, Executive Director
Tim Nabors, TIAA-CREF, Managing Director
Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
Laura Parrott, TIAA-CREF, Senior Director
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

Please contact Danielle Couper at Danielle.Couper@cwt.com with any questions on logistics or the event program.

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