United States: Updated Panels And Speakers: Join Us At The Finance Forum, Dec. 1
Last Updated: November 28 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 28th. Space is limited.

NEW TOPICS: Regulatory Developments in the Trump Administration
  Round Table Discussion on Issues Facing Women in Finance


  • Middle Market Lending
  • Alternative Risk Retention Solutions: Thinking Outside the Box
  • 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...



Joseph B. Alala III, Chairman & Chief Executive Officer, Capitala Group
Stefanos Arethas, Head of Origination, Credit Suisse
Stephen Arnall, Chief Financial Officer, Capitala Group
Brad W. Beelaert, Prinicipal, WHI Real Estate Partners
Peter A. Bove, Senior Counsel, Wells Fargo
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, Principal, Apollo Global Management
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
John Curran, Executive Managing Director, Stroz Friedberg, an Aon company
Maureen Dollinger, Vice President, Barclays 
Robert Durden, Vice President, Credit Suisse
Quentin Fogan, Director, Bank of America
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
Michael E. Lascher, Managing Director, Global Head of Real Estate Debt Capital Markets, Blackstone
Nathan Lebioda, Capital Markets Counsel, Wells Fargo
Jonathan Love, Managing Director, Wells Fargo
Keith Luedeman, Chief Executive Officer & Founder, Goodmortgage.com
Kara McShane, Managing Director, Wells Fargo
Nicholas Mitra, Executive Director, Natixis Capital Markets
Tim Nabors, Managing Director, TIAA-CREF
Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
Laura Parrott, Senior Director, TIAA-CREF
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
Michael Williamson, Chief Executive Officer, Clearhaven Capital
Robert Wood, Managing Director, Bank of America



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. 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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