Speakers

Hamid Aguerbal

Hamid Aguerbal is a senior structurer and originator in the Fund Financing team, part of the Global Structured Credit and Solutions group at Natixis. He joined the team in 2010 and has been actively involved in originating, structuring and distributing several billions of structured credit transactions predominantly in fund financing (capital call, hybrid, asset-backed and GP financings) but also in credit card securitizations, pan-European fleet financing and capital relief for Natixis’ clients in Europe. He has 18 years experience in capital markets with a focus on quantitative analysis, derivative products pricing, structuring and sales advisory in the investment management filed in London and Paris. Hamid is a graduate Actuary from Institut de Science Financière et d’Assuarnces (ISFA) in France and holds a Master’s degree (DEA) in Quantitative Finance from Lyon 1 University. He is also CAIA charter holder.

 

Robert Andrews

Robert is a partner in the banking group at Ashurst and is one of the most experienced fund finance specialists in Europe. His practice is focused entirely on acting for banks, other financial institutions and sponsors in respect of financing fund structures including subscription lines, NAV and Co-Invest facilities. Robert helps lead the Ashurst fund finance team which represents nearly every significant fund finance lender in Europe and is one of the largest and most experienced teams in the world. Legal 500 has recommended Robert as ‘well known for his pragmatic and innovative approach to structuring and negotiating agreements’ as well as his ‘very good technical knowledge and excellent commerciality for understanding both sides of a situation’

 

Ahlem BEN GUEBLIA

Ahlem has been with Credit Agricole for more than 12 years and has been with the London based International Trade and Transactional Banking team since 2006. Since July 2016, she is the Senior Originator in charge of the Fund Finance business in the UK. Prior to this, she has played a major role in ensuring that the London team maintain their position as one of the leading banks involved in Export Finance (UKEF supported credits) and Trade finance with her involvement in both originating and structuring the same. In addition to this Ahlem is an active member of the Women in Fund Finance and a member of the International Energy Credit Association (IECA) networking organisations. Ahlem holds a Masters in International Trade from the University of Paris 1, Pantheon-Sorbonne.

 

Jeremy Berchem

Jeremy Berchem is a group partner and Group Head of the Corporate team at Appleby (Guernsey) LLP. He has a well-established fund finance practice, acting for major financial institutions in a wide variety of corporate finance transactions. Jeremy is a market leading finance lawyer and is highly regarded and rated globally across the leading legal directories. Chambers UK 2018 recognizes Jeremy as a notable practitioner and Jeremy has been named as highly regarded in the 2017 edition of IFLR1000. He is described as an “expert in the niche area of fund finance, commercial, responsive, solution focussed”, and “our first port of call when it comes to fund financing advice in Guernsey offering fantastic partner led advice”. The Legal 500 UK 2017 praises Jeremy as someone who “leads from the front and provides clients with very commercial and practical advice”.

 

Haakon Blakstad

Haakon is a Partner at Validus, a leading independent financial services firm providing fund finance advisory, hedging services and technology solutions. Haakon started his career at Visa, the global leader in payments technology, where he worked on developing and executing commercial growth strategies in Europe. Prior to the financial crisis he moved on to capital markets where he spent a number of years trading structured credit for Hoare Capital and in 2010 he joined Société Générale to create and lead a specialist credit desk in London. As a partner at Validus, and in his capacity as Global Head of Commercial development, Haakon is responsible for the continuing growth of the firm. This involves identifying, capturing and retaining revenue streams through client interaction, service development and geographical expansion. Throughout his career he has built strong relationships with institutional investors and fund managers globally, both as a trading counterparty and as an advisor, and in recent years has also been instrumental in the delivery of financial risk management solutions to a range of GPs and LPs with several hundred billion dollars in combined AUM.

 

Peter Brown

Peter has over 25 years experience in corporate and institutional banking. He is currently Head of Funds Banking of the RBS International Funds Banking business and also regulated Branch Manager for the RBS International London Office. His team support over 500 Fund Manager and Fund Administrator clients in the UK, Jersey, Guernsey and Luxembourg. Peter previously led the RBS Financial Institutions Group for 8 years, and prior to this he was one of the founding members of the RBS mid market leveraged finance business, delivering 35 transactions over 6 years. In his spare time he enjoys cycling and spending time with his three teenage children.

 

Omar Chaudhary

Omar has responsibility for fund financing for the Merchant Banking Division (MBD) and leads capital raising activities in the Asia Pacific region. Prior to assuming his role in 2016, Omar served as head of the US CLO New Issue Business. Omar was based in London from 2012 and headed the European effort on financial institution solutions for credit and mortgage products, and he was head of the Mortgage desk in Asia Pacific from 2005 to 2012. Before that, Omar worked on the Structured Product Syndicate desk in New York before setting up the department’s desk in Tokyo in 2005. He joined Goldman Sachs in 2000 in the Investment Banking Division, where he worked on structured finance solutions for the firm’s clients until transitioning to the Securities Division. Omar was named managing director in 2008. Omar earned a BS in Business Administration from the Carroll School of Management at Boston College in 2000.

 

Zoë Connor

Zoë Connor is a Partner in the Finance Group of the London office of Haynes and Boone. Zoë advises on fund finance transactions across all fund sectors (including private equity, secondaries, credit, infrastructure, energy, real estate, funds of funds, single accounts, investment trusts, open-ended funds, sovereign wealth, hedge funds, mutual funds and other investment funds) and has acted as lead counsel on many of the market’s largest fund finance facilities to top-tier global funds. Zoë’s practice covers the full range of fund finance products from subscription credit/capital call facilities to hybrid and NAV facilities as well as general partner/manager support, co-invest facilities, hedge fund leverage and other types of liquidity facilities provided to funds. Zoë has significant experience in advising closed-ended and open-ended debt funds and their lenders in relation to leveraged facilities (including to CLO/CDO and securitisation vehicles) mainly investing in leveraged and corporate loans and corporate bonds. Zoë has significant experience in acting on asset-backed finance transactions to mortgage/bridging/leasing/consumer finance/debt purchase businesses across the UK and has led a number of insurance-related finance transactions for both lenders and borrowers including letter of credit facilities to provide funds at Lloyd’s. During her career, Zoë has also gained valuable experience whilst on client secondments to both legal and business teams within the corporate and financial institutions lending sectors. Clients appreciate Zoë’s dedicated, practical and proactive approach, as she looks to find solutions and works well under pressure.

 

Jeremy Cross

Jeremy Cross is a vastly experienced funds finance lawyer and has been active in the U.K. funds finance market (acting for both lenders and funds) for over 14 years. During that time he has worked with most of the major lenders in the market, including Royal Bank of Scotland, Lloyds Banking Group, Barclays Bank, Wells Fargo, Bank of America, National Australia Bank, CACEIS and CBA along with a number of other banks, non-bank financial institutions and funds. In addition to his “UK” experience Jeremy has also worked frequently on “US” funds financing structures and documentation. Chambers UK lists Jeremy as a leader in the field of Banking & Finance, described as “a highly intelligent and commercial figure.” Legal 500 has recommended the “very commercial [Jeremy Cross].” He is also recommended in Bank Lending, noted as “very commercial and has the ability to explain in simple language often difficult concepts.” Jeremy was included among the “Hot 100”’ Lawyers by The Lawyer in 2013. He was awarded an Exhibition to and received his M.A. in Law from Cambridge University. Jeremy is admitted to practice in England and Wales.

 

Paul Cunningham

In his role as Chief Financial Officer, Paul has overall responsibility for all matters relating to accounting, financial control, taxation, fund administration and reporting and regulatory compliance for the Helios group entities. Paul is a highly experienced private equity finance and administration executive, having served as Chief Financial Officer and Chief Operating Officer for Barclays Private Equity for 6 years prior to joining Helios in May 2008, and as Director, Head of Finance & Product Control Projects at Barclays Capital before that. Paul is the EMPA representative on, and chairman of, the International Private Equity and Venture Capital Valuation Guideline Board (“the IPEV Board”). Prior to joining Barclays, Paul has worked within the finance functions of various major Investment Banks, including Deutsche Bank and Credit Suisse, since qualifying as a Chartered Accountant with Ernst & Whinney in 1989. He graduated with a BSc (Hons) in Mathematics from Imperial College.

 

Daniel Donnelly

Daniel Donnelly is a member of Wells Fargo’s rates and FX solutions team, supporting the bank’s alternative asset manager client segment. Daniel has worked on various derivative structuring desks in San Francisco, Los Angeles and New York. Today, Daniel is responsible for driving the initiative to expand Wells Fargo’s EMEA coverage of alternative asset managers together with his London based colleagues. Daniel earned his BSc degree from the University of Richmond.

 

Kate Downey

Kate Downey is a corporate partner resident in Fried Frank’s London office, and head of the Firm’s European Private Equity Funds Practice. Ms. Downey advises fund sponsors and financial institutions across a broad range of asset classes, including private equity, venture and growth, infrastructure, credit, and real estate. She also counsels fund managers on carried interest, co-investment and other incentive arrangements, including leveraged co-investment arrangements, and has considerable experience of a broad range of other international private equity transactions, including secondary portfolio acquisitions and synthetic secondaries, fund and management company restructurings and other general corporate matters. Ms. Downey co-chairs the European Committee of Women in Fund Finance, a group associated with the Fund Finance Association, which is focused on recognition and promotion of women leaders within the alternative investment fund finance industry.

 

Robert Duggan

Robert is the Managing Partner of our London office and specialist in all areas of corporate, banking and finance work. He has established corporate finance and financial regulatory practices, and regularly advises on the establishment and operation of investment funds in the Cayman Islands. Before joining Mourant Ozannes, Robert worked at Walkers and at Slaughter and May in London. Legal 500 UK, 2015, recommends Robert and describes him as ‘commercial, bright and unfailingly courteous’.

 

Christopher Elvin

Christopher Elvin joined Preqin in 2006, and is currently head of Preqin’s private equity products and responsible for Preqin’s market leading online products and solutions. Having spent many years in senior positions across the sales team, he is now in charge of defining Preqin’s strategic direction in the private equity industry, both through innovations to Preqin’s online products as well as through Preqin’s research and communications strategy in this space.

 

Richard Fletcher

Richard is a partner in Macfarlanes finance team and advises financial institutions and corporates on a range of financing matters. He has a particular focus on fund finance, speciality finance and structured finance. Richard has extensive fund finance experience including advising on leverage and NAV facilities, investor call bridge facilities, equity bridge facilities and hybrid facilities.

 

James Fox

James Fox is a partner within Appleby’s Corporate department in Jersey. He joined Appleby in August 2018 with over 18 years’ experience of corporate legal work in Jersey and the UK. James has wide ranging expertise in fund matters generally and fund finance acting for both borrowers and lenders. His fund finance work has covered capital call/equity bridge facilities as well as asset backed and leveraged finance facilities. He has also advised venture debt funds in both their formation and ongoing lending work. He has acted for clients in banking and finance, real estate investment structuring, fund formation and finance, M&A and IPO transactions. He has an extensive knowledge of the legal and regulatory regime in Jersey. He takes a commercial approach to delivering legal advice and solving legal issues for clients. James has contributed to a number of publications. He also regularly speaks at conferences and seminars as well as providing tailored training to clients.

 

Ron D. Franklin

Ron D. Franklin is co-head of the Firm’s Global Finance Group and leads the Fund Finance practice. He is widely regarded as a leading transactional lawyer who has successfully leveraged his in-depth business acumen to build an active practice focused on finance and corporate matters. Ron advises clients across a broad spectrum of finance issues, including secured and unsecured lending transactions, fund financings, domestic and cross-border acquisition financings, project financings, workouts, restructurings and general banking concerns. He also counsels corporate clients regarding stock and asset acquisitions, contract negotiations, and general corporate matters.

 

Gavin Friend

Gavin is a Senior Market Strategist in the Economic Research area of National Australia Bank. He joined NAB in 2008 from Commerzbank where he was Global Head of FX Strategy. Gavin is a regular commentator on the economy, FX and rate markets. He has over 25 years of Financial Market experience in the City of London and has an MSc in Behavioural Economics.

 

Mono Ganguli

Mono Ganguli leads Commonwealth Bank of Australia’s Global Markets coverage of Financial Sponsor clients. Based in New York, London, Hong Kong and Sydney the team has a leading capability of providing FX and risk management solutions to Funds as they seek to manage returns from global investment portfolios. Mono has been with CBA for 7 years covering various risk solutions/structuring roles, including being responsible for the Corporate Sales business in Asia. Prior to an FX Sales role at Goldman Sachs, Mono has had over 15 years of corporate treasury ‘buy side’ experience most recently with the Westfield Group where he was Assistant Treasurer.

 

Arnaud Garel-Galais

Arnaud is responsible for sales, business development and Fund Finance activities for Private Equity, Infrastructure, Real Estate and Private Debt clients at CACEIS, based in Paris. He joined CACEIS in 2016 with over eight years of investment experience in Private Equity and Private Credit, spanning primary fund selection, secondary and co-investment transactions across the EMEA region.

 

Ben Griffiths

In October 2017 Ben joined MUFG Investor Services as Global Head of Fund Financing, based in London. He leads the fund financing team globally focusing on the financing needs of clients. This includes originating and structuring solutions for funds of hedge funds via credit facilities and private equity, real estate, debt and infrastructure funds via subscription lines of credit, and FX lines for feeder funds of hedge funds. Before joining MUFG Investor Services Ben was Managing Director and CEO of Citco Financial Products, managing all aspects of the CFP FCA regulated business covering Front Office, Operations, IT, Risk and Legal whilst driving the development of the business both internally within Citco and externally with clients and funding providers. Prior to becoming CEO, Ben was Head of Front Office globally for Citco Financial Products encompassing structuring, sales & marketing and relationship management for credit facilities, FX execution and hedging calculation to hedge fund investor clients (Fund of Funds, Family Offices & Institutional), building out of new business lines within Citco including lending and Passive FX Hedging Calculation services. Ben has over fifteen years experience in the Banking & Finance industry developing sales, marketing and structuring across a wide range of products. Prior to Citco, Ben worked on the Fund Linked Products desks of Bank of America and Societe Generale.

 

Bronwen Jones

Bronwen is a member of the Financial Industry Group and a partner of the Funds Financing Team in London. She acts for banks and other financial institutions, sponsors, general partners and fund managers on a range of fund finance matters including capital call facilities, NAV and asset backed facilities, general partner facilities and co-investment facilities. Her work also includes acquisition finance, including unitranche and mezzanine debt and inter-creditor issues and asset backed finance.

 

Ivo Keltner

Ivo Keltner is an Associate General Counsel and Head of Transaction Legal at BlueBay Asset Management LLP, covering, among others, Convertible Bonds, High Yield/Leverage Finance, Private Debt, Special Situations and Structured Finance investments and products. Ivo focuses on debt origination, secondary debt/claim trading, portfolio acquisitions, Chapter 11, Schemes of Arrangement and other types of cross-border restructuring proceedings. Ivo is also actively involved in fund structuring, financing (including subscription facilities, asset-backed facilities, margin loans, FX contingent loans), derivatives and repos. Prior to joining BlueBay Asset Management LLP in October 2015, Ivo worked for over ten years in London, Frankfurt and Munich offices of two pre-eminent international law firms where he advised leading financial institutions, private equity houses and corporates on debt financing and restructuring transactions ranging from bilateral to multi-layered, multi-jurisdictional cross border transactions. Ivo holds a law degree from Harvard Law School and is qualified as a Solicitor of the Supreme Court of England and Wales.

 

Alex Korthals

Alex Korthals has over 20 years of experience in the financial services sector, having worked in corporate finance, private equity and banking. He held several advisory, specialist and managerial roles in M&A, private equity, financing, strategy and restructuring projects, lastly in ABN AMRO’s Financial Institutions team. Here, Alex is currently responsible for relationship management with Private Equity funds, alternative asset managers and specialty finance companies. His current focus is on servicing clients on a cross product basis, with an emphasis on providing capital call facilities and bridge finance to specialty finance companies, acquisition finance, and advisory services to Private Equity firms in their Financial Services transactions

 

Eduard Koster

Eduard is a managing counsel in Dentons’ Luxembourg office and the Head of the Luxembourg Investment Funds practice. He advises domestic and international clients on all investment funds related matters, including the corporate, finance and regulatory aspects of the initial structuring, set-up, and distribution pertaining to regulated and unregulated investment vehicles. Eduard focuses on traditional and alternative asset classes in all regulated (UCITS, UCIs, SICAR and SIFs) and unregulated (RAIF, SCS, SCSp, etc.) forms. He is experienced in the organization of funds, the optimization of operating models (custodian banks, depositaries, central administration agents, domiciliary agents, management companies, AIFMs and distributors / placement agents), governance aspects, due diligence procedures in relation to merger and acquisition operations, and the drafting of agreements and policies. Eduard has also significant experience in financing transactions for investment funds. He regularly advises on AIFMD issues, asset management, insurance, anti-money-laundering, and data protection related matters.

 

Robert Lee

Rob Lee is a Partner in the Private Funds Practice in the London office. Rob’s practice focuses on the formation and operation of private investment funds across a variety of investment strategies, as well as related aspects of the alternative investment class, including managed accounts, co-investment arrangements and the structuring of carried interest and other incentive schemes. Rob has represented various sponsors of private equity, infrastructure and other alternative investment funds.

 

Mark Levitt

Mark Levitt joined Global Infrastructure Partners in 2009 and is its Chief Operating Officer, member of the Executive, Operating, and Valuation Committees as well as the Secretary of its Investment Committees. Mr. Levitt leads GIP’s administrative functions, manages the junior investment team, and has seen GIP grow from one fund with $5.6 billion of AUM to its current five funds and over $45 billion of AUM. Founded in 2006 as a joint venture with Credit Suisse and General Electric, Global Infrastructure Partners (GIP) is a leading global, independent infrastructure investor which combines its specialist industry experience and industrial best practice operational management to achieve superior risk-adjusted returns. Prior to joining GIP, Mr. Levitt spent 14 years at Credit Suisse, where he most recently served as a Managing Director and the Chief Operating Officer of the Global Investment Banking Division. In this position, he was responsible for all aspects of managing the Investment Banking business, including capital allocation and return analysis, human capital management, and client coverage management. Prior to his appointment to COO, Mr. Levitt served as Chief Financial Officer of the Investment Banking Division, having previously worked in the Fixed Income, Equity Derivatives and Emerging Markets businesses of Credit Suisse, Donaldson, Lufkin & Jenrette, Morgan Stanley and Bankers Trust. He started his career at Ernst and Young. Mr. Levitt holds an M.B.A from Columbia University and a B.B.A. in Accounting and Finance from Emory University, is married with three wonderful children, and resides in Roslyn, N.Y.

 

Fokke Lucas

Fokke is an Investment Director at 17Capital, a leading global private equity specialist with one focus: financing successful investors in private equity. 17Capital provide financing, in the form of preferred equity or unsecured loans, to General Partners and Limited Partners and enable them to build-up their portfolio or generate liquidity for their shareholders. 17Capital has raised €2.0 billion across four successive funds and executed over 40 transactions. Our team of 30 professionals based in London and New York focuses on investment opportunities primarily in Europe and North America ranging between $10 million and $500 million. Fokke has been at 17Capital for 7 years, prior to that he was at the Lehman Brothers European Mezzanine business and its spin-out Neovara LLP. His experience includes various European and North American GP Fund, Team and LP preferred equity and debt transactions. Fokke holds a Master’s degree in international management from ESCP Europe. He is fluent in English, Dutch and German and speaks French.

 

Michael Mascia

Mike Mascia is Co-Chair of the firm’s Finance Practice, a member of the firm’s Management Committee and leads the firm’s Fund Finance Practice. He has a globally recognized fund finance practice, having represented lenders in subscription credit facilities and other fund finance transactions to private equity funds sponsored by many of the world’s preeminent fund sponsors. Mike has represented the lead arrangers in many of the largest subscription credit facilities ever consummated. He has been lead counsel on numerous hybrid facilities, and is one of the few attorneys in the United States with experience in both subscription credit facilities and CLO’s. Mike represents lenders on leverage facilities to secondary funds and other credits looking primarily to fund assets or NAV for repayment. He has represented lenders on management fee and GP lines of credit, equity commitment facilities and corporate loans that are credit enhanced by the related private equity funds. Mike is a frequent author and speaker on fund finance and investor issues. He is the founder of the annual Global Fund Finance Symposium, now in its 8th year, and is a founding member and the Secretary of the Funds Finance Association. Mike is the Contributing Editor of Fund Finance 2017 1E and Fund Finance 2018 2E treatises published by Global Legal Group.

 

Philippe Max

Philippe Max is a finance partner in Dentons Paris office. He works on domestic and international banking and finance transactions. He is specialized in structured finance, cross border finance and acquisition finance with a strong focus on fund financing facilities (acting for both borrowers and lenders). He is also a lecturer (chargé d’enseignement) at University Paris XII in banking and finance law.

 

Wesley Misson

Wes Misson is a partner at Cadwalader, Wickersham & Taft LLP focused on fund finance. He has represented financial institutions as lenders and lead agents in hundreds of subscription credit facilities and other fund financings during the course of his career. His experience encompasses both subscription and hybrid facilities and includes working with fund-related borrowers on the negotiation of third-party investor documents with institutional, high net worth and sovereign wealth investors. Wes has served as lead counsel on many of the largest and most sophisticated fund financings ever consummated, notably having assisted more than 35 banks as lead or syndicate lender during the past two years with transaction values totaling in excess of $35 billion. Wes works extensively with financial institutions to develop form agreements for fund finance transactions and to educate bankers, internal legal counsel and credit officers on hot issues and trends affecting the fund finance market. He was recognized by Law360 in 2017 as a “Rising Star” in the area of Capital Markets, and is a frequent speaker and an accomplished author in the fund finance area. Wes has a J.D. from The Ohio State University Moritz College of Law and a B.A. from the University of North Carolina at Chapel Hill.

 

Nick Mitra

Nick Mitra manages the US Capital Call business for Natixis and is also the global coordinator for the Capital Call product ensuring compliance with exposure limits and adherence to consistent standards for Capital Call credit facilities. Prior to joining the Global Structured Credit & Solutions Group at Natixis, Nick worked in the Credit Group at Natixis covering Financial Institutions and Insurance Companies. He has also worked at Goldman Sachs and Accenture in different roles and was the CFO of an entrepreneurial start-up – UConnections.com – aimed at the education space. Nick started his career at Lehman Brothers as a trader’s assistant in the security lending/repo area. Nick has approximately 17 years of experience in the financial sector. Nick is also a co-founding member of the Fund Finance Association, an industry group dedicated to Fund Finance and related products, where he sits on the Board of the Association. 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.

 

Helen Muir

Helen is a Partner at Europa Capital and her primary focus is the administration of existing Europa Capital funds and supporting new product development and investment strategies. Helen joined Europa Capital in 2008 from private equity firm MidOcean Partners and was promoted in 2013 to Fund Controller. Helen is a fellow of the Association of Chartered Certified Accountants (ACCA) and in 2006 received a distinction in the Postgraduate Diploma in Legal Practice from The City Law School, London.

 

Jamie Parish

Jamie trained at Travers Smith having joined in 2010 and is now a senior associate in the Finance team. Jamie has a broad finance practice, with a particular focus on fund finance, real estate finance, speciality finance and other financial institutions lending, acting for financial institutions, private equity sponsors, investors and borrowers. He advises on the full spectrum of products in the fund finance space, in particular subscription, hybrid, NAV and equity commitment-backed facilities to funds and SPV finco subsidiaries across a range of asset classes. Jamie’s clients include lenders such as The Royal Bank of Scotland International, Wells Fargo, Lloyds Banking Group and The Royal Bank of Canada and funds such as Meyer Bergman, Benson Elliot and Aberdeen Standard Investments. Jamie was on secondment to the financial institutions structured finance team at The Royal Bank of Scotland in 2016, where he advised on a significant number of fund finance transactions. He co-wrote “More US banks enter Europe’s fund finance market”, an article for the International Financial Law Review focusing on the increasing interest being shown by US banks in the European fund finance market.

 

Jonathan Peiper

Jonathan Peiper is an Executive Director & Group Head in Sumitomo Mitsui Banking Corporation’s Subscription Secured Finance Department. Mr. Peiper currently originates, structures, arranges and executes subscription secured credit facilities in excess of $8 billion globally, primarily as Lead Arranger and Bookrunner. Clients include private equity firms and fund managers in North America, Europe and Asia. Mr. Peiper was previously a member of Sumitomo Mitsui’s Public Finance Department where he focused on providing letters of credit, loans and bond purchases for municipalities, hospitals, not-for-profits, and public and private partnerships. Mr. Peiper has a B.A. in International Relations from Tulane University and an M.B.A. in Corporate Finance from NYU Stern School of Business.

 

Stephen Quinn

Stephen has led the fund financing business at Lloyds since 2016 alongside coverage responsibility for the Bank’s broader activities with Financial Sponsor clients. Since joining Lloyds Bank in 2001, Stephen has held a number of senior roles across the private markets arena and has extensive experience in leverage finance and corporate restructuring. Stephen led the Bank’s leveraged finance business in Europe between 2007 and 2009 and subsequently led the Bank’s restructuring business and asset reduction programme including the delivery of non-core asset disposals of over £5bn, including the ‘first to market’ corporate and leveraged portfolio trades.

 

Thomas Rapp

Thomas Rapp is a Managing Director in Wells Fargo’s Asset Backed Finance unit in London where he focusing on origination and structuring of Subscription Credit Facilities in Europe. He is Co-Head of the global Subscription Finance origination team. The Subscription Finance Group focuses on providing liquidity and fund-level leverage to Private Equity funds across a number of strategies (including buyout, real estate, energy, infrastructure, secondaries, debt strategies and transportation) and jurisdictions (UK, Luxembourg and Channel Islands). Before joining Wells Fargo as part of the acquisition of WestLB’s platform, Thomas was an Executive Director at WestLB’s London Fund Finance team where he structured Subscription Finance facilities since 2008. Prior to this, Thomas was a Senior Risk Officer for Leveraged Finance and Media/Entertainment and Telecom Structured Finance in WestLB’s New York branch for 4 years. He previously held various positions at WestLB in Germany and started his career with a 2-year Traineeship at Deutsche Bank. Thomas received a Diplom Kaufmann degree in Economics from the University of Kiel (Germany).

 

Bill Reindel

William Reindel is a partner in the Corporate Department and the Finance Practice, resident in Fried Frank’s New York office. He joined the Firm in 1978 and became partner in 1986. Mr. Reindel’s practice includes advising sponsors, borrowers and lenders on syndicated senior facilities, second lien facilities, US and European mezzanine financings, private placements and commodities hedge financings, as well as assisting private equity and mezzanine funds in raising fund level financings. Mr. Reindel is consistently recognized by Chambers Global: The World’s Leading Lawyers for Business and Chambers USA: America’s Leading Lawyers for Business as a leading individual in Banking & Finance. He is also consistently recognized by Legal 500 in Finance: Bank Lending. Mr. Reindel received his JD from the University of Minnesota Law School in 1978, where he served as an editor of the Law Review. He received his BA, magna cum laude, from Amherst College in 1975, where he was elected to Phi Beta Kappa. He is admitted to practice in New York.

 

Katherine Rowney

Katherine Rowney is a Director in the Non-Bank Financial Institutions Private Equity Funds team at Barclays. In this role, she provides fund finance, derivatives, trade finance and onshore & offshore banking to private market funds and investment managers in the buy-out, real estate, infrastructure, credit and secondaries asset classes. Katherine has over 15 years of on and offshore non-bank financial institutions experience and joined Barclays in London in 2010. She holds an MA in Management Learning & Organisational Design from Lancaster University, BA in Communications from the University of Massachusetts and IMC and Securities and Derivatives certificates.

 

Emma Russell

Emma Russell is a partner and head of the Finance Practice Group in the London office of Haynes and Boone. Emma is an experienced loan finance lawyer with extensive knowledge in global fund finance, real estate finance transactions, and structured and specialty finance, as well as more general experience in acquisition, leverage, and general corporate finance. Her practice focuses on the full range of fund lending products across all fund sectors, (including private equity, real estate, secondaries, infrastructure, and hedge) from capital call facilities, hybrid/NAV facilities, to general partner support, co-invest facilities and portfolio acquisition facilities and assisting funds with structuring. Emma has significant experience advising credit funds and their lenders in relation to leverage facilities to CLO’s/CDO’s and securitisation vehicles. Emma’s experience also includes advising both lenders and funds on private equity, receivables financing, asset based lending, speciality finance, real estate fund structuring, and acting for both lenders and sponsors in relation to investment and development real estate finance and leverage restructurings. Emma has spent significant time working in-house with various financial institutions during her career. She has gained varied experiences with both business and legal teams across all lending sectors. Emma co-chairs the European Committee of Women in Fund Finance, a group associated with the Fund Finance Association, which is focused on recognition and promotion of women leaders within the alternative investment fund finance industry.

 

Kristin Rylko

Kristin Rylko is a partner in Mayer Brown’s Banking & Finance practice. Kristin represents a variety of financial institutions, funds and corporate borrowers across a range of lending transactions, with a particular emphasis on the financing of investment funds. Kristin has extensive experience structuring complex domestic and international financing transactions to private funds, sponsors and portfolio companies on a secured and unsecured basis, acting for both lenders and borrowers. Her fund finance experience encompasses a wide spectrum of transactions at all levels of the capital structure and every phase of a fund’s existence, including traditional subscription lines, hybrid (NAV) facilities, management fee lines, after-care facilities, open-end fund lending, loans to separate accounts and fund of fund financings. Kristin also works with fund-related borrowers on the negotiation of third-party investor documents with institutional, high net worth and sovereign wealth investors.

 

Stephen Short

Stephen is a Partner in the Credit Group at Simpson Thacher, based in London. Stephen has extensive experience of advising fund sponsors across a broad range of asset classes, including private equity and fund finance. He is English qualified and joined Simpson Thacher in 2003.

 

Robin Smith

Robin is a partner in the banking and finance team of the Jersey office of Carey Olsen. He acts for both lenders and borrowers on complex financings, refinancings and restructurings and has significant experience in relation to all types of financing of investment funds. He is consistently recognised in legal directories both as an individual and as part of the team which he leads. Robin trained as an English solicitor in London. Following his move to Jersey in 2002, he spent six years at another leading law firm in Jersey, prior to joining Carey Olsen in February 2008. Robin is qualified as a solicitor in England and Wales, a Jersey Advocate and was educated at King’s College, London.

 

Thomas Smith

Thomas Smith is a partner in the Finance Group at Debevoise. Recommended by The Legal 500 UK (2017) and IFLR1000 (2018), Tom has extensive experience representing sponsors globally in fund-level financing transactions across private equity, credit, infrastructure, real estate and other investment funds. Tom has particular knowledge of capital call facilities, NAV and hybrid facilities, SMA and management company liquidity facilities. The Debevoise funds finance practice acts for sponsors across the European, US, Asian and African markets. Tom also acts for borrowers, sponsors, funds and financial institutions on a wide range of financing transactions, including complex acquisition and leveraged finance transactions, at all levels of the capital structure. Mr. Smith has recently published articles such as “What You Need To Know About Sub Lines For SMAs,” Private Debt Investor (August, 2018); “Side letters: Pitfalls and perils for a financing,” in Global Legal Insights to Fund Finance (February, 2018); and “Mega-Funds and Their Mega-Financings,” Private Equity International (February, 2018).

 

Leon Stephenson

Leon is a member of the Financial Industry Group and a partner of the Funds Financing Team in London. Leon and the team work with banks, other financial institutional lenders, managers, general partners and limited partners of funds on specialist funds financing transactions with private equity, secondaries, real estate, direct lending and infrastructure funds. Leon has particular specialist knowledge of NAV/asset-backed and hybrid facilities, secondary funds facilities, capital call facilities, co-investment and GP/manager support facilities and other types of liquidity facilities provided to funds. Leon represents a large proportion of lenders that provide funds financing and was awarded “Partner of the Year for Banking” at the Client Choice Awards 2017. He also represents a number of private equity and other funds on complex funds finance transactions.

 

Victoria Stewart

Victoria Stewart is part of the Partners Group Structuring business unit, based in Zug, Switzerland. She has been with Partners Group since 2011 and has 15 years of industry experience. Prior to joining Partners Group, she worked at Burness LLP (now Burness Paull LLP). She holds a bachelor’s degree in law, a master’s degree in management and a postgraduate diploma in legal practice from the University of Aberdeen, UK and a master’s degree in international business law from the University of St Gallen, Switzerland. She is also admitted as a solicitor in Scotland and as a solicitor of the Senior Courts of England and Wales and is a registered notary public in Scotland. Partners Group is a global private markets investment manager, serving over 850 institutional investors with USD 78 billion in assets under management and more than 1,000 professionals across 19 offices worldwide. Partners Group realizes potential in private markets by financing and developing great companies, desirable real estate and essential infrastructure, creating value in investments through active and long-term responsible ownership.

 

Matthew Taber

Matt Taber is a partner in Harneys’ Cayman office. Matt is a Cayman Islands investment funds specialist; he has advised many of the world’s leading asset managers in relation to the formation, governance, and restructuring of all types of private equity and hedge funds. Matt regularly advises on corporate governance, regulatory compliance and tax information sharing obligations for all types of Cayman Islands investment funds and vehicles. In addition to his experience as a funds lawyer, Matt also has extensive corporate experience, advising on mergers and acquisitions and fund finance. Prior to joining Harneys, Matt worked at two leading offshore law firms as an investment funds lawyer and in the corporate/M&A department of Hogan Lovells.

 

Paul Tannenbaum

Paul Tannenbaum is a partner in the Banking & Finance practice of the London office. He has extensive experience acting for lenders and borrowers on fund finance transactions, including traditional subscription lines, hybrid (NAV) facilities, loans to separate managed accounts and fund of fund financings. Paul’s practice also includes acquisition and leveraged finance.

 

Ian Taylor

Ian has over 30 years banking experience. He is currently Head of ING’s European & Asian Investment Industry Finance group (‘IIF’) with teams located in London, Luxembourg and Singapore. ING’s clients include listed funds managed by large institutional asset management firms and unlisted private equity, debt, real estate and infrastructure funds managed by leading financial sponsors. IIF are responsible for the origination and execution of lending transactions across multiple jurisdictions, as well as the client and portfolio management of all completed facilities. Ian joined ING in 2001, following banking and treasury roles at JPMorgan and Robert Fleming.

 

Brenda Trenowden

Brenda has more than 25 years of experience in capital markets, investment and relationship banking, with sector expertise in financial institutions. She is also a strong advocate for women’s economic empowerment and has been recognised with several awards for her global campaigning for greater gender balance across organisations as a voluntary, business-led imperative. In 2015 Brenda was appointed Global Chair of the 30% Club, where she works closely with leading Chairs and CEOs around the world to increase the representation of women in senior roles and throughout organisations. For the last two years she has been named one of the 100 Most Influential Women in Finance by Financial News, and is also a regular contributor to the FT City Network, a panel of 50 of the City of London’s most influential individuals. In 2018 she was voted #1 Female Role Model in the FT & HERoes Champion of Women in Business Awards. Brenda is also an advisor to UK Government’s Hampton-Alexander Review for increasing the representation of women in the executive level of the FTSE 350, she leads the Financial Institutions Group in Europe for ANZ Bank and is a member of the UK Management Board. She is a trustee of the EY Foundation and a non-executive director of the England and Wales Cricket Board.

 

Shani Unantenne

Shani (re)joined ANZ in 2014 and has responsibility for managing the banks relationships with European Alternative Asset Managers. This includes provision of fund financing facilities and hedging solutions, as well as supporting her clients broader requirements across the Asia Pacific region. Shani has 18 years banking experience, focused primarily on Financial Institutions across Relationship Management, Equity Capital Markets, Strategy and Risk Analysis. She joined ANZ from Lloyds Bank’s Financial Institutions team and prior to Lloyds, was based in Australia working for ANZ.

 

Peter Vermette

Peter is responsible for Debt Capital Markets in the Infrastructure Investment Group within the Merchant Banking Division (MBD). He is a member of the Infrastructure Investment Committee and serves as a senior MD champion for MBD for the Disability Interest Forum. Previously, he worked in the Real Estate Principal Investment Area (REPIA) in London. Earlier, Peter worked in REPIA in New York. He joined Goldman Sachs in 1998 as an analyst and was named managing director in 2010. Prior to joining the firm, Peter worked at Bankers Trust in New York. Peter serves on the boards of Red de Carreteras de Occidente, an owner and operator of toll roads in Mexico, and of Autopistas Metropolitanas de Puerto Rico, an owner and operator of toll roads in Puerto Rico. He is also a member of the Board of Directors of the New York Chapter of the National Multiple Sclerosis Society. Peter earned a BS in Finance from Bryant College in 1997.

 

David Wasserman

David Wasserman is Managing Director and Heads the Subscription Secured Finance business for Morgan Stanley. Mr. Wasserman’s department is responsible for the origination, structuring, syndication and servicing of Subscription Facilities to Private Equity Funds across all alternative asset classes. Previously, Dave worked at SMBC for 14 years and was the Global Head of Subscription Finance. At SMBC he had lent to real estate, infrastructure & energy, buyout, and credit funds with operations in Asia, Australia, Europe, and the Americas. Mr. Wasserman has been previously with Bank of America and PwC. David has a B.S. in Applied Mathematical Economics from SUNY Oswego and a MBA and Masters of Quantitative Finance from Rutgers University.

 

Andrew Weber

Mr. Weber joined OGAM in its London office in 2012 as a principal and Head of Structuring. His primary responsibilities are transaction origination and structuring, and oversight of the firm’s European operations. Prior to joining OGAM, Mr. Weber had his own consulting business between 2011 and 2012, advising the Administrators of MF Global UK Limited (in special administration) and certain creditors of Lehman Brothers Finance S.A. From 2008 to 2011, Mr. Weber headed the European Capital Markets and Derivatives unwind team for Lehman Brothers Holdings Inc. Prior to that, he was a Managing Director at Lehman Brothers in London. From 2004 to 2007, Mr. Weber was a Managing Director at RBS, where he built the firm’s global fund derivatives business. Mr. Weber started his career at JPMorgan as one of the original members of the firm’s structured credit business. He holds a BA (Hons) from Colby College in Economics and Mathematics, an MBA from the University of Pennsylvania’s Wharton School and an MSc in Agricultural Economics from the University of London. Mr. Weber is a CFA Charterholder and is an Overseer at Colby College.

 

Nicola Wherity

Nicola has been a Partner at Clifford Chance since 2003 specialising in fund finance work including capital call bridge, NAV and Hybrid financings, acting for both financiers and borrowers. She spent four years in the firm’s Hong Kong office from 1995 to 1998. Nicola also undertakes a wide variety of UK and cross-border finance work and is the lead partner for the Loan Market Association in London drafting many of their standard form documents.

 

Martin Wurth

Martin Wurth is a Counsel in the Banking, Finance and Capital Markets department of Clifford Chance’s Luxembourg office and specialises in structured finance, asset finance, acquisition finance, real estate finance and general bank lending in cross border and local transactions. He has a long-standing experience in advising on financings to investment funds and taking security with respect to NAV facilities, subscription facilities or hybrid facilities. Martin works lender-side for major investment banks and borrower-side for large investment funds in Luxembourg.

 

Vassiliyan Zanev

Vassiliyan Zanev is a Partner in the Banking & Finance Department of Loyens & Loeff Luxembourg and he leads the global fund finance practice. He represents a variety of financial institutions, investment funds and corporations across a range of structured finance and lending transactions, with particular emphasis on fund finance, securitisation, debt issuances and real estate finance. Vassiliyan has extensive experience in the financing of Luxembourg alternative or regulated investment fund borrowers (including by way of capital call subscription credit facilities, bridge facilities and permanent leverage solutions) and the structuring of the related security packages.