Charlie joined Travers Smith as a senior associate in 2011, became a partner in the Finance Department in 2012 and co-heads the Fund Finance Group. Charlie specialises in fund finance, financial institutions lending, corporate lending and general banking matters acting for financial institutions, sponsors, corporate and other borrowers. His clients include financial institutions such as RBS, Shawbrook, Citi, Lloyds, and Investec and funds such as Ares, Abris and Ingenious. He advises on the full spectrum of fund finance work including subscription facilities and NAV lines.
Brad has a Bachelor of Arts in Economics from Davidson College.
Mr. Cohen earned his BS degree in Finance at the University of Illinois and his MBA from DePaul University.
Tarik holds a bachelor of arts in Economics-Philosophy from Columbia University in the City of New York and a Masters of Business Administration from The Kenan-Flagler Business School of the University of North Carolina.
Robert is a Cayman Islands corporate finance lawyer, and managing partner of Mourant Ozannes’ London office. His practice covers corporate and finance work for private equity sponsors, their portfolio groups and finance counterparties and includes advising on the implementation of subscription credit facilities and other debt arrangements for funds and their GPs.
Before joining Mourant Ozannes, Robert worked in the Cayman Islands and London offices of another leading Cayman Islands law firm, where he was a partner. Prior to moving to the Cayman Islands in 2004 Robert worked for Slaughter and May in London.
Jeff leads worldwide origination for Eaton Partners out of our Houston office. He primarily manages the consideration and acquisition of new clients across all investment strategies for the firm. Jeff additionally directs project management efforts for funds focused on energy and other real asset strategies. He has a diverse background in energy investments and over 16 years of experience in the financial industry. Prior to joining Eaton Partners, he was a Director at Constellation Energy Commodities Group leading principal transactions for their natural gas structuring and trading division. Jeff graduated cum laude from Duke University with degrees in Economics and History, and received his MBA from Duke’s Fuqua School of Business. While at business school, Jeff worked for both DUMAC and Portfolio Advisors’ private equity groups. He holds Series 7 and 63 licenses with FINRA and is also licensed with the Financial Conduct Authority (FCA) in Europe.
Terry Hatton is a Senior Vice President in and Manager of the Fund Finance Group for Union Bank in New York. Union Bank’s fund client base includes real estate, mezzanine, infrastructure, energy, private equity and venture capital. 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. Union Bank also provides junior capital, mezzanine debt and non-control equity through our affiliate, UnionBanCal Equities, Inc. Terry has a bachelor’s degree from University of Western Ontario.
James is recognised in Legal 500 and was named as a “Notable Practitioner” in Chambers Global 2016.
Jocelyn A. Hirsch, a partner at Kirkland & Ellis LLP whose practice focuses primarily on the representation of private equity sponsors and corporate borrowers in complex financing transactions, including leveraged buyouts, cross border facilities, asset based facilities and sponsor capital call/subscription facilities. Her experience in private equity spans sectors including real estate, energy, infrastructure, secondary and financial services funds with aggregate funds raised totaling tens of billions of dollars. Ms. Hirsch has worked with some of the largest, most diversified and prominent private fund sponsors, as well as middle-market firms.
Steve is an associate lecturer (Chargé de Cours Associé) at the University of Luxembourg and a lecturer at the Luxembourg Bar School in banking, finance and capital markets law. He is a regular contributor to legal journals and a member of various advisory committees on financial law questions within Luxembourg public institutions and professional organisations.
Ms. Kim-Suk is the Chief Financial and Administrative Officer of L Catterton. Prior to joining L Catterton in mid 2013, she spent over 17 years at Citigroup in various roles including investment banking, capital management and most recently as Chief Operating Officer of their multi-billion infrastructure fund where she was a senior member of the team and concentrated on finance/operations, administration, risk management, and investor relations and fund raising. Ms. Kim- Suk began her career as an investment banker at Salomon Smith Barney where she focused on mergers & acquisitions and capital raising in their Media and Telecom group. Prior to joining Salomon she was at Time Warner Inc. in their Corporate Finance/Strategic Planning group. Ms. Kim-Suk earned her B.A. in Economics from Smith College and her M.B.A. from Columbia Business School.
Ann has been lead counsel on many of the largest and complex subscription credit facilities to funds sponsored by the world’s preeminent fund sponsors. Clients also turn to her when they need to structure novel solutions to provide leverage on fund portfolio assets, including facilities based on the net asset value of real estate, debt and portfolio companies and she led the first such portfolio leveraging financings to secondary funds over a decade ago. Ann also regularly publishes articles on the topic of fund finance and is a regular contributor to Mayer Brown’s Fund Finance Market Review, which is published semiannually.
Mr. Machado received a Bachelor of Science in Electronic Engineering from the Federal University of Rio de Janeiro, an MBA also from the Federal University of Rio de Janeiro and an AMP from Harvard Business School.
He also represents underwriters, commercial banks, commercial paper conduits, issuers and other finance companies in the securitization of private equity capital commitments, trade receivables (including web-based supply chain finance programs), auto loans and leases, corporate and middle market loans, intellectual property receivables, equipment leases, and other esoteric assets, in both the warehouse and term markets.
Mr. Meyer has more than 20 years of financial services experience. Prior to joining Natixis, he was a member of the Financial Institutions Investment Banking Group at Lehman Brothers, and before that was a Senior Foreign Exchange trader at BNP Paribas and Credit Suisse. Mr. Meyer holds an MBA from The Wharton School, University of Pennsylvania and a Bachelor’s Degree in Finance and Economics from New York University’s Stern School of Business.
Nick holds an MBA in Finance from NYU and a BS in Finance from Lehigh University and is a CFA charter holder. He is also the First Vice Chairman of the Fund Finance Association.
Michael O’Leary serves as Senior Vice President of Capital Markets of RXR Realty (“RXR”). In this capacity, Mr. O’Leary is charged with a broad range of responsibility handling key accounting, finance, investor relations, capital markets and fund administration activities. Mr. O’Leary joined RXR in May 2007 where his responsibilities included development of the corporate earnings forecasts and financial modeling. Over time, Mr. O’Leary’s responsibilities grew to include participating in RXR’s long-term strategic planning initiatives, as well as development and maintenance of corporate supplemental business reporting and analysis for RXR. Mr. O’Leary plays an integral part of the formation of RXR’s broadly marketed real estate funds including development of roadshow materials, fulfillment of investor diligence requests, structuring analyses for foreign investors and was responsible for the establishment of RXR’s Fund Accounting department. Additionally, Mr. O’Leary also served for a period of time as Director of Property Accounting, responsible for the oversight of RXR’s extensive property and joint venture reporting discipline.
Anthony Pirraglia focuses his practice in the area of commercial finance, representing both borrowers and lenders in connection with unsecured and asset-based lending transactions. Mr. Pirraglia also represents mezzanine lenders, private equity funds and other investors in their loans to and investments in companies in connection with acquisitions and corporate restructures.
Ranesh Ramanathan is a Managing Director at Bain Capital and serves as General Counsel to the Capital Markets Businesses at Bain Capital. Mr. Ramanathan received a Bachelor’s Degree (1993) from The Johns Hopkins University in Baltimore, Maryland, and a Juris Doctor (1999) from New York University School of Law.
Mr. Ramanathan joined Bain Capital in 2008 as its second lawyer. In 2010, Mr. Ramanathan focused his attention on, and became General Counsel to, the Capital Markets Businesses of Bain Capital. Bain Capital’s Capital Markets Businesses are comprised of Brookside Capital, Bain Capital’s long-short equity manager, and Sankaty Advisors, its credit manager. Together, these business units manage a variety of fund types from closed-ended to open-ended to managed accounts, in a wide variety of strategies, and have almost $40 billion of AUM.
Keith Read, Senior Managing Director, Lending, of Cerberus Capital Management and President of Cerberus Business Finance, LLC. Mr. Read joined Cerberus in 2006. Prior to joining Cerberus, Mr. Read was a Managing Director at CIBC World Markets from 1995 to 2005, where he was responsible for the distribution of structured finance products including CLOs and CBOs, mezzanine financings, leveraged finance and direct fund raising. From 1993 to 1995, Mr. Read was an Executive Vice President at The Argosy Securities Group, a boutique high-yield advisory firm. From 1991 to 1993, he was a Managing Director at Barclays Bank. From 1989 to 1991, he served as a Vice President at Bankers Trust. Mr. Read is a graduate of the University of Utah and received a Master’s Degree from the University of Utah. Mr. Read is a member of the Cerberus Capital Management Credit/Lending Committee.
Rebecca is an Executive Director at Standard Chartered Bank in Loan Syndications, Corporate Finance department. She is responsible for the origination, structuring and execution of syndicated loan facilities for corporate and institutional clients in the Americas region with a special focus on fund-level subscription financing, asset-backed financing, leverage financing and structured trade-related financing. Rebecca has nearly 14 years of experience in banking in both developed and emerging markets. Prior to joining Loan Syndications of Standard Chartered in New York City, she worked in client coverage function in China and in Loan Syndications in Singapore with the firm.
Michele Simons manages ABF Syndications, which is part of Asset-Backed Finance DCM within Asset Backed Finance at Wells Fargo Securities LLC. Joining Wells Fargo in June 2012, the ABF Syndications team supports the origination efforts across the entire Asset-Backed Finance platform by providing dedicated distribution capabilities including Subscription Commitment Facilities.
Prior to joining Wells Fargo Ms. Simons was part of Global Funds business at WestLB AG (Financial Sponsors, Investment Advisors and the funds they manage) where she originated and structured client and product initiatives, since 2006. In addition to her origination and client relationship responsibilities for US and European managers, Ms. Simons was involved in the strategic planning and business management aspects of the Team, including the development of the funds team global club strategy developing relationship many lending partners which led to the distribution of several large syndications. Prior to joining the Team, Ms. Simons was the Head of Business Management for WestLB Capital Markets Americas where she was involved in the development coordination and execution of strategic plans and was a member of the Bank’s Asset/Liability, Operations, and Risk Committees. Before joining WestLB, Ms. Simons worked at Republic National Bank (international accounting and Arthur Andersen & Co. (Audit) Ms. Simons received a BS Degree in Accounting from Syracuse University and is a CPA.
Ms. Sklar received a BS Degree in Economics from the University of Tennessee. She is a member of the Financial Women’s Association of New York’s Corporate Governance Committee, in addition to the Women’s Bond Club. She holds Series 7, 63, 24 and 79 certifications and is licensed by the FSA. Ms. Sklar speaks regularly at industry conferences and contributes to industry publications.
Leon Stephenson is a member of the Financial Industry Group and Head of Funds Financing in London. Leon and his team work with banks, other financial institutional lenders, Managers, General Partners and Limited Partners of funds on specialist financing transactions with private equity, secondaries, real estate, direct lending and infrastructure funds. Reed Smith has one of the market leading funds finance practices acting for lenders and funds in the European, US, Asian and Middle Eastern markets. Leon has particular specialist knowledge of NAV/Asset Backed and Hybrid facilities, capital call facilities, co-investment and GP/Manager support facilities and other types of liquidity facilities provided to funds. He represents a large proportion of lenders that provide fund financing and has just won the award of partner of the year for Banking at the Client Choice Awards 2017.
Mr. Sysel previously went on a long-term secondment to a financial services company, where he advised on loan transactions for private wealth management clientele. Prior to joining Fried Frank, he practiced corporate law in the Czech Republic for several years and served in the Czech Army as a staff attorney at the Litigation Department of the Czech Ministry of Defense. Mr. Sysel received his LLM from Columbia Law School in 2005, where he was a Harlan Fiske Stone Scholar. He received his JSD from Charles University Law School (Prague) in 2002 and his JD from Charles University Law School (Prague) in 1999.
Mary and her team regularly work on a wide variety of fund level financings, including secured and unsecured subscription (or capital call) facilities, with borrowing capacity for the fund as well as its parallel funds, alternative investment vehicles and portfolio companies; fund guarantees and other credit support of portfolio level financings; NAV -based facilities and hybrid variations provided as aftercare facilities for funds that are later in their life cycles with less uncalled capital and more portfolio asset value; credit facilities for managed account vehicles; employee co -investment loan programs; management lines to investment advisers for working capital purposes; and liquidity financings for registered funds.
Ione S. V. Wilsmann
Ione S. V. Wilsmann is the Head of Real Estate Investments at United States Steel and Carnegie Pension Fund, where she is responsible for all real estate investment activity and portfolio management.
Prior to joining UCF in 2014, she was Partner at Quilvest and Co-Head of its new real estate fund of funds platform, which she established in 2008 and grew to over $550MM through two fund vehicles and various co-investments.
Before Quilvest, Ione was a Managing Director at Metlife, in senior roles including head of new business development and head of the real estate regional offices.
Earlier, Ione’s career was focused on debt origination at Merrill Lynch, briefly, and for many years at JPMorgan Chase (and predecessors) where she was a founding member of the commercial mortgage conduit program and a managed various regional debt origination teams.
Ione has a B.S. in Commerce with a major in Finance from the University of Virginia and an M.B.A from New York University’s Stern School of Business.
She is a member of PREA’ s Alternative Investments Council, ULI’s Global Exchange Council, Women Executives in Real Estate (Scholarship Committee) and on the Editorial Advisory Board for Institutional Real Estate Americas.
Anna-Lise joined Appleby in 2007 and is a partner in the Corporate department in Cayman. She specializes in subscription financing and debt financing for private equity funds and regularly advises leading financial institutions in related credit facilities. Shealso has experience in corporate and acquisition finance and in capital markets transactions. Prior to joining Appleby, Anna-Lise practiced as a corporate attorney in the British Virgin Islands, advising a broad client base of financial institutions, trust companies and investment advisors.
Her practice extends to private equity and hedge fund formation, structuring and operation and she has also advised investment managers on related regulatory and licensing issues in relation to such funds.
Anna-Lise has been rated as a “rising star” in banking and financial services in IFLR1000’s 2015 rankings and has been recognized in the 2015 Legal500 Caribbean rankings.
She is a member of the Cayman Islands Law Society and has a thorough working knowledge of French and Spanish.