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The most comprehensive agenda of the Americas, this years program is focused on the future of treasury. Partner Tim Powers is Senior Counsel at Haynes and Boone where he has practiced for over 40-years. Our partners have overseen numerous types of fund finance products, spanning various fund sponsors, asset managers, investors, investment strategies, lenders and types of collateral. Mr. Plasky received his JD from the University of Pennsylvania Law School in 2007, and his BA, magna cum laude, from Cornell University in 2003. Leverages cutting-edge technologies and innovative tools to bring clients industry-leading analysis and investment advice. His team at First Republic Bank has executed on over $5B in loan commitments to leading private equity and venture capital firms. For further information, visitwww.macquarie.com. Through close partnership with our clients, our 300 researchers based in key financial centers worldwide combine with cutting-edge technology to make sure our data and research is unique, timely, accurate and insightful. If you have tested positive for Covid within the last 90 days and would continue to test positive, kindly request a doctor's note certifying your covid-19 status that while you may test positive, you had covid within the past 90 days and would not be contagious. During his career, Richard has structured some of the largest and most complex NAV financings in the private equity industry. Prior to JPMorgan, Shari was an Audit Manager at Ernst & Young working on private equity and other asset management clients. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 21 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East and the Asia-Pacific region. 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. May 01, 2023 1:34 PM. Mr. Willmann graduated from Texas Tech University and the Cox School of Business at Southern Methodist University, and he currently serves on the Board of Trustees, and heads the finance committee, for Trinity Valley School in Fort Worth, Texas. Richards breadth of asset management experience presents valuable, innovative expertise to fund sponsors dealing with fundraising, investor relations, compliance, financing, and portfolio management challenges and opportunities. | Kirkland & Ellis LLP. Jeff was a member of GSAMs private equity group and hedge fund strategy business units where he focused on liquidity, funding, structuring, and financial due diligence. 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. Following the closing of the transaction, 17Capital, will continue to operate as an independent business, with its own product offerings and investment, marketing, and support teams. Her experience spans traditional capital call facilities, NAV-based lending, hybrid facilities, management company solutions and GP financing to firms ranging from established global managers to emerging domestic players. DBS provides a full range of services in consumer, SME and corporate banking. We strive to provide the investment community with the products and tools needed to make informed investment decisions. Richard began his career as an attorney with two large law firms, representing Fortune 500 companies, privately held entities and alternative asset managers with M&A and capital markets activities, and financial institutions in the execution of leveraged finance and securitization transactions. We offer clients access to all major areas of private credit in Europe, including commercial real estate debt, infrastructure debt, corporate private placement debt, direct (mid-market) lending and syndicated loans. We provide these lines to traditional funds, SMAs and high net worth investor feeder funds. Signatures Fund Banking Division is one of the largest players in the industry with over $50Bn in loan commitments and 150 private equity clients. Recognised for its global leadership, DBS has been named Worlds Best Bank by Euromoney, Global Bank of the Year by The Banker and Best Bank in the World by Global Finance. From 1996 to 1998, Mr. McLeod was a member of the Investment Banking division of PaineWebber Group Inc. From 1986 to 1994, he worked as a mechanical and aerospace engineer for various organizations including the Pratt & Whitney Division of United Technologies Corp. Mr. McLeod is a graduate of Worcester Polytechnic Institute and received an MBA from the University of Chicago. A verifiable Covid-19 test must include your name, date, and negative test result from a pharmacy or a testing/healthcare facility. Founded by derivatives industry veterans, Derivative Path is on a mission to democratize access to capital markets products and technologies for all market participants. Leslie is an active member of/advisor to several syndicates and Funds throughout the country. Join All Conference Alert today and get free conference alerts in Miami. | abdrn. Her experience includes finance structuring across traditional capital call lines, hybrid, and NAV facilities, as well as fund-level FX solutions. Her previous experience includes commodities and infrastructure investing, including private equity experience through arranging financing for the earliestgreen companies. In December 2016, Lewis released The Undoing Project: A Friendship that Changed Our Minds. Mar 8 - Mar 9, 2022. Andrew is Counsel in Mourant's Cayman Islands office specialising in private equity, corporate and finance transactions. The bank has built an established track record, providing fund sponsors with competitive lending products, inclusive of subscription and bridge capital call facilities; senior and asset-based debt financing for general industries, as well as health care, environmental, and aerospace and defense. At 30 September 2022, Macquarie had assets under management of $US508.9 billion. Caroline Abramo is Panas Founder and Chief Executive Officer. In addition, Jon oversees Wells Fargos international businesses and serves as president of Wells Fargo Securities, LLC. He is also the First Vice Chairman of the Fund Finance Association. Activity is exclusively focused on clients within financial institutions and corporates, as well as private equity firms. Please reach out to us at health@fundfinanceassociation.com. FAQ's. Our innovative approach and unmatched client service has helped guide our journey to becoming one of the worlds leading global law firms in such a short time. Our European operations are primarily focused on supporting global institutions with business, trade and investment activity linked to Australia and New Zealand. Save PhilanthropyMiami IGNITE! Prior to joining Indosuez in 1994, Mr. Arougheti worked at Kidder, Peabody & Co., where he was a member of the firm's Mergers and Acquisitions Group. | Paul Hastings. Please connect withinfo@fundfinanceassociation.com. Save The 2023 Commercial Finance Report | A Signature CIASF Event to your collection. Carey Olsen is a leading offshore law firm. 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. Transcard makes frictionless payments a reality with comprehensive global payment solutions designed for banks, fintechs, and businesses of any size and in any industry. Brent serves on our pro bono committee, representing clients in veterans matters and acting as counsel for The H.E.A.R.T. Clients navigating sophisticated finance matters trust our attorneys to proactively assess risk, evaluate the business impact and recommend creative solutions. From financing new opportunities to evaluating and implementing restructuring and workout strategies, we advise lenders, borrowers and other stakeholders on all types of financing transactions, including those with terms and structures which are unconventional, as well as those secured by cross-border collateral. 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. 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. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. Mr. Chagan is responsible for overseeing Aress global banking relationships and partners with various internal stakeholders on capital and hedging needs. Matheson services the legal needs of internationally focused companies and financial institutions doing business in and from Ireland. She is the Chief Accounting Office and Senior Director of the finance department which is responsible for all financial administration and reporting of Thoma Bravo and the funds managed by Thoma Bravo, including cash management, recording daily financial activities. With a growing team of more than 1,000 people across 12 of the world's most distinguished international finance centres, Ogier's 'hands-on' partner-led teams ensure a consistent approach, while providing responsive and practical advice. Additionally, Chrissie is a member of Private Equity Womens Investor Network (PEWin). Save Miami Offshore Summit to your collection. A Fortune 500 company, Capital One trades on the New York Stock Exchange under the symbol "COF" and is included in the S&P 100 index. It has a meaningful presence in 10 core markets in the Europe, North America and South America regions, and is one of the largest banks in the world by market capitalization. He has also worked at CIBC World Markets, TD Securities and Dean Witter Reynolds. | J.P. Morgan Chase. Richard Golaszewski is a Managing Director at 17Capital in the New York office. The firm has consistently been recognized for its leading practices in many areas, including private equity, M&A, finance, asset management, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, andbusiness restructuring. As part of Citizens ongoing commitment to serve the needs of private equity, Citizens is the founding and sole corporate sponsor of the Private Equity CFO Association(www.privateequitycfo.org). Headquartered in Melbourne and with a long-term AA- credit rating, Australia and New Zealand Banking Group Limited (ANZ) has a banking heritage spanning more than 180 years in Australia and New Zealand and an established on the ground presence in 15 Asian markets. 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. Ms. Sorkin joined Fortress in January 2004. | Loeb & Loeb LLP. Corporate Finance Forum. 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. For more information, please visit https://www.gbm.scotiabank.com/en.html. Dan currently lives in Wilton, CT with his wife Camille and has 3 children Chase, Remington and Tate. Natasha is the Founder and Global Chair of the FFAs Diversity in Fund Finance Group. He received his law degree from the SMU Dedman School of Law (1980) and was named a distinguished alumnus of the law school in 2020. Proof of vaccination is required to attend the event. The team is dedicated to fulfilling the specialized needs of fund sponsors, their portfolio companies and individual partners. With more than 600 lawyers, Haynes and Boone is ranked among the largest U.S.based firms byThe National Law Journal. In a volatile world we are a safe pair of hands in safe jurisdictions. Donald Cooley is an associate in the Washington, D.C. office of Latham & Watkins and a member of the Finance Department and the Private Equity Finance Practice. He began his career with General Electric, holding a variety of roles across its businesses. She is a former President and current board member of the Chicago Chapter and National Board of the Real Estate Lenders Association (RELA). Managing Director Based in Minneapolis with over $650BN in assets, U.S. Bancorp provides a comprehensive line of banking, investment, mortgage, trust and payment services to consumers, businesses, and institutions. To engage with our Funds Finance team, contact Peter Thompson, SVP & Manager, Cathay Bank - Fund Finance Group, at peter.thompson@cathaybank.com, 626-279-3701. Accounting for the Future. from the National Law School of India University in Bangalore, where she graduated third in her class in 2002. Westpac Institutional Bank (WIB) delivers a broad range of financial products and services to corporate, institutional and government customers operating in, or with connections to, Australia and New Zealand. Sarah has been with NAB for 8 + years, and before this was a Finance Attorney at top tier Australian law firm King & Wood Mallesons working with Funds across Fund Finance, Real Estate, Leveraged and Project Finance and DCM. In 2008, he became co-head of the Wells Fargo Investment Banking & Capital Markets division and in 2014 became president and head of Wells Fargo Securities. Mary has helped to establish Simpson Thacher as a global leader in the representation of financial sponsors in fund financings. Save Financial Education Seminar to your collection. Natasha is a Certified Public Accountant in New York with a BBA in Accounting from Hofstra University. Shari is a CPA and has a BS degree in Accounting and a Masters of Professional Accountancy degree from the University of Nebraska-Lincoln. Derivative Path is an award-winning and industry-leading provider of capital markets technology and derivatives execution services. She acts for banks and other financial institutions, sponsors, general partners, and fund managers on the whole range of fund finance matters including capital call (subscription line) facilities, NAV facilities, hybrid facilities, and general partner and co-investment facilities. Our in-depth knowledge of the fund finance market, complimented by a diligent and discreet personal approach, gives us an unparalleled ability to bring the right people together. We have helped clients with leveraged secondary transactions for some of the worlds largest secondary funds, warehouse facilities for middle market lending joint ventures, NAV facilities backed by life insurance policies and hybrid facilities. | Cerberus Capital Management. Treasurer Deadline: FULL PAPERS July 27 ABSTRACT -July 30 Testing will be available during the limited hours of 10 am - 8 pm on Wednesday, February 16th and 8 am - 12 pm on Thursday, February 17th. | KKR. SMFGs shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. In The Power of Little Ideas, MIT Sloan professor David Robertson outlines a third way of innovation, actual working strategies for world-class companies. PJT Partners Inc. (PJT) is a global advisory-focused investment bank. It is also the leading shareholder in Turkeys Garanti BBVA and has an important investment, transactional and capital markets banking business in the U.S. Its purpose is to bring the age of opportunities to everyone, based on our customers real needs: provide the best solutions, helping them make the best financial decisions, through an easy and convenient experience. With offices in more than 41 countries, the people of Morgan Stanley are dedicated to providing our clients the finest thinking, products and services to help them achieve even their most challenging goals. He also has served as a trustee of The First United Methodist Church - Dallas. Managing Director Senior Vice President and Manager Before moving over to the Funds Group, Pramit was a senior member of the KBRA CMBS team, where he helped develop various methodologies and was part of the analytical credit team. Prior to joining the firm, Stephen was an attorney in the Financing Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP in New York. Conferences on Finance in Miami, USA in 2022 bring together business professionals interested in finance. As Chinas most globalised bank, and one of the worlds largest financial institutions, Bank of China (BOC) has over 305,000 employees in 61 countries and regions, with total assets of $4 trillion. We are highly experienced in financing diverse investments, including real estate, distressed assets, loan portfolios and acquisition of assets located in emerging markets. L Live Nation CEO Michael Rapino s total compensation package rose to $139 million in 2022, up from $13.8 million the previous year. The list of following conferences are including the following topics like business related conferences, engineering conferences, education, social sciences, law, life sciences, Vassiliyan is a member of the EMEA Advisory Council of the Fund Finance Association. In the US, CIBC Bank USA provides commercial, private, personal and small-business banking solutions and CIBC Private Wealth offers investment management,wealthstrategiesand legacy planning. We advise across a broad-range of fund finance products with particular emphasis on subscription financing, asset backed financing (NAV facilities), hybrid, GP support and co-invest facilities including financings via umbrella facilities and separately managed accounts. The story reveals how the legalbut highly questionablepractice ofhigh-frequency trading (HFT) has allowed certain Wall Street players to work the stock market to theiradvantage. The Division is overseen by accomplished industry professionals that collectively have 90+ years of experience in the fund banking world. from Birmingham-Southern College, his M.S. Given the tremendous traction of Fund I, Leslie and her partners, Stephanie Campbell, and Diana Murakhovskaya, have launched The Artemis Fund II to continue to take more female founders from seed stage through growth, and show that diversity drives competitive advantage. For general inquiries regarding JPMorgan Chase & Co. or other lines of business, please call +1 212 270 6000. : opens new window to JPMorgan Chase & Co. Technology Media & Communications Conference. Senior Managing Director Prior to SMBC, Chris spent more than six years with Wells Fargos Subscription Finance Group, where he began as a member on the Origination team before being promoted as Head of the firms Collateral Management team. | Latham & Watkins. We handle all matters relating to investment funds, banking, corporate, private equity, real estate and tax law. Terry has a bachelors degree from University of Western Ontario. Mayer Brown is a market leader and has acted as Adviser to Lenders and Funds on over 500 subscription credit facilities in the last two years. J.P. Morgans website and/or mobile terms, privacy and security policies dont apply to the site or app you're about to visit. The diverse nature of Ogier's practice provides its team with valuable insight and understanding of the funds market and the legal and commercial issues relevant to borrowers and lenders alike. Global Head, Fund Finance Terrence holds a Bachelor of Science in Finance from Rutgers University. WebThe World Finance Conference is offering two options to PhD Students to participate in our events: Type of presentation: - In person - Virtual presentation Papers development status: Phd Sessions (Full papers): PhD students with completed papers, which includes literature review and statistics or models, can upload those papers on our platform. Acting as a one-stop financing shop with a global arsenal of market-leading talent, we offer clients knowledgeable counsel on the full range of financial products, with a sophisticated understanding of local lending and capital markets. 11th Annual Global Fund Finance Symposium. With approximately 1,400 credit analysts, a presence in 26 countries and more than 150 years' experience of assessing credit risk, we offer a unique combination of global coverage and local insight. China Merchants Bank New York provides corporate and investment banking services and international trade finance. Mitsubishi UFJ Financial Group (MUFG) is one of the worlds leading financial groups. He also was the Americas Head of Sales for Public & Corporate Pensions and significantly grew the business, achieving four-years of record revenues. Stephen is co-head of the corporate structured finance business within the Financing Group. Save Beauty with a purpose EXPO to your collection. in Quantitative Economics from Tufts University. She holds a B.A. WebCommercial/Multifamily Finance Servicing and Technology Conference May 9-12, 2023 Sheraton Grand Chicago Chicago, IL Secondary and Capital Markets Conference and Expo May 21-24, 2023 Marriott Marquis New York New York, NY MBA's CREF Climate Risk and ESG Roundtable May 24-25, 2023 Chairman's Conference June 4-7, 2023 He maintains an active pro bono practice and is the president of the board of trustees of GAIA, a non-profit organization providing life-saving health services in sub-Saharan Africa. Societe Generale is one of the leading European financial services groups. Jon's early career at Chemical Bank included roles in the retail industries and loan syndications and acquisition finance groups, and as assistant representative in Chemical Bank's Mexico City office. Previously, Mr. Chagan worked at PricewaterhouseCoopers, serving a variety of clients in the investment management industry. Julia has been recognized byLaw360as a 2020 Rising Star in Banking. The latest 2022 edition of the Report is available free with registration at Brickfields website. Our deep industry knowledge, combined with our business-minded, client-focused approach, positions us as a market leader in fund financing matters. His structured credit practice includes work on NAV facilities, capital call facilities, and single-asset and portfolio back-leverage transactions secured by liquid and illiquid debt, equity and other asset classes. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, here for good. Learn more atrbc.com. Jeff T. Maier is aSeniorManaging DirectoronFirst Republic Banks Private Equity Financeteam. This spans subscription lines, asset leverage, hybrid offerings, first-out or split lien financing and related banking services. PNC Bank, National Association, is a member of The PNC Financial Services Group, Inc. (NYSE: PNC). Most markets business is fund level foreign exchange, however, periodically Dan has facilitated fund and asset level rates hedging. She began her career in capital markets credit risk management, focusing on counterparty credit risk. Partner We provide highly commercial guidance on complex matters and sophisticated transactions, and develop effective litigation strategies to address our clients most critical challenges. 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. She has extensive experience in complicated financings designed to provide fund-level leverage to facilitate and support investment activities, as well as management lines and co-investment loan programs. He works closely with counterparts from throughout the firm and its funds on funding initiatives and FX hedging and trading strategies. Our 2,000+ lawyers across Europe, the United States and Asia excel at fund formation, complex transactions, high-stakes litigation and world-class advisory services in the private equity, technology, life sciences, real estate, and financial industries. Ann represents major domestic and foreign investment and commercial banks as lead agent and arranger in connection with subscription credit facilities and net asset value facilities. Associate Our streamlined approach saves time and money for all parties, allowing fund sponsors to focus on their core investment strategies and asset management goals. SMBC Group is a top-tier global financial group. Darren Schluter is a Managing Director in the Secondary Advisory Group of PJT Park Hill at PJT Partners, based in New York. A law firm that acts as your business partner and works with you, not for you. From 1998 to 2006, he worked in the Structured Finance Group at Financial Security Assurance. | Ropes & Gray. Loeb lawyers are at the forefront of market developments and events that have the potential to impact our clients. Prior to joining the Maples Group, she worked in the banking team at Allen & Overy in London and Addleshaw Goddard in Manchester. Cooley has 1,500 lawyers across 17 offices in the United States, Asia and Europe. We are a leader in investment management, dedicating to creating a strategic advantage for institutions by connecting clients with J.P.Morgan investment professionals globally.