2025 FFA U 2.0: Charlotte - Event Feedback

How would you rate the overall value of this course in supporting your professional development and knowledge in fund finance?

Extremely valuable – exceeded my expectations

Valuable – met my expectations

Somewhat valuable – provided limited insights

Not valuable – did not meet my expectations

How did the round-table setup for case study sessions work for you? Did you feel your group had enough time to discuss and present solutions?

Very effective and well-paced

Somewhat effective format and pace

Not effective format or pace

Did the event feel well-paced, or was it too content-heavy for one day?

Well-paced – the content fit within the time allotted.

Slightly overwhelming – consider reducing the number of sessions

Too packed – it felt rushed, and I’d prefer a multi-day format.

Are there any sessions you felt were extremely valuable and should be repeated in future Universities? If so, please select up to two:

Alternative and Emerging Fund Structures

NAV Loan Structures, Issues and Underwriting

Rated Note Feeders and Collateralized Fund Obligations

Bank Balance Sheets, Fund Finance and Capital Relief Options

Key Factors and Trends in Fund Finance and Fund Debt Ratings

Secondaries Transactions and Financing

Fund Finance Transaction Case Study - Sessions I & II

If any sessions were less productive for you, please select up to two that you’d consider omitting or condensing in the future:

Alternative and Emerging Fund Structures

NAV Loan Structures, Issues and Underwriting

Rated Note Feeders and Collateralized Fund Obligations

Bank Balance Sheets, Fund Finance and Capital Relief Options

Key Factors and Trends in Fund Finance and Fund Debt Ratings

Secondaries Transactions and Financing

Fund Finance Transaction Case Study Sessions I & II

Would you like to see additional topics in the future?

Yes

No – the current topics are sufficient