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DIVERSITY IN FUND FINANCE

In today’s ever-changing economic, political, and global business environments, diversity and inclusion are important considerations for all organizations. The vision of Diversity in Fund Finance is a Fund Finance (“FF”) community that: (i) recognizes that diverse perspectives strengthen the FF industry and organizations within it, and enhance the ability of those in the FF industry to better serve their clients and colleagues by working together, (ii) is inclusive of diverse individuals across each organization within the FF industry, including at the highest levels of each organization, and (iii) respects the viewpoints and contributions of diverse individuals in their organizations and the FF industry as a whole.

The Diversity in Fund Finance initiative is focused in the areas of education, opportunity, action, and affinity, as further detailed below.

Education – Part of our mission with respect to education is to educate students about the FF industry, provide opportunities for students to network with industry professionals and facilitate recruitment and retention of students in positions in FF industry organizations.  Diversity in Fund Finance recognizes that engagement and relationships need to be built with students early in their careers to create more opportunities to recruit and retain talent to address the current generalized lack of diversity within the FF industry.

Opportunity – Part of our mission is also to provide opportunities for would-be and current FF professionals to network, build connections, secure positions and obtain support to progress their careers and advance within their organizations as leaders in the FF industry.

Action – We understand that effecting change requires time, shared efforts and new thinking to drive progress. We aim to bring together FF professionals who want to take action to contribute to positive changes, particularly with respect to diversity and inclusion, within the FF industry.

Affinity – We provide an open, inclusive, supportive, welcoming, and respectful space for diverse FF industry professionals, students and other would-be professionals in the FF industry to connect based on their shared diverse perspectives and professional experiences. We strive to be inclusive of all diverse individuals, regardless of their culture, race, ethnicity, gender, gender identity, sexual orientation or beliefs.

2024 Diversity in Fund Finance Association Award Recipient
Saaima Khaliq - New Mountain Capital
Saaima Khaliq is the recipient of this year’s Fund Finance Association Diversity in Fund Finance Award. In her capacity as Managing Director and Private Equity CFO at New Mountain Capital, Saaima has proven to be an indispensable leader, steering the firm's financing and accounting operations with remarkable skill and dedication. Beyond her professional duties, Saaima is a passionate advocate for inclusivity and diversity in the finance industry. She actively champions these causes through her involvement with Women in Fund Finance, where she is a member of the US Committee and organizes events that promote an inclusive environment. She also leads the Ascent women’s group at her firm which is focused on professional development and retention of women in the private equity industry. Additionally, Saaima lends her support to Inroads, a non-profit organization dedicated to assisting minorities in breaking into the workforce, further exemplifying her commitment to fostering diversity and equal opportunity. Saaima’s tireless efforts and unwavering commitment to diversity make her a deserving recipient of this award!

Emerging Leaders

Emerging Leaders

Statement on Diversity and Inclusion (July 6, 2021)

Statement on Diversity and Inclusion

Our Leadership Team

Puri, Natasha (Lloyds Bank)
Natasha Puri
Global Chair

Lloyds Bank

Kaup, Anastasia (FFP)
Anastasia Kaup
Co-Chair Americas

Fund Finance Partners

Clovis, Parisa (Kirkland & Ellis International LLP)
Parisa Clovis
Co-Chair EMEA

Kirkland & Ellis International LLP

Streeter, Kyrstin (Reed Smith)
Kyrstin Streeter
Co-Chair EMEA

Reed Smith

Diversity Committee Members

Archange, Laura (Arendt)
Laura Archange
Counsel

Arendt

Barreras, Bryan
Bryan Barreras
Cecil, Kathryn (Fried Frank)
Kathryn Cecil
Partner

Fried, Frank, Harris, Shriver & Jacobson (London) LLP

Cooley, Donald (Latham & Watkins LLP)
Donald Cooley
Associate

Latham & Watkins

Davis, Chris (Morrison & Foerster)
Chris Davis
Partner

Reed Smith LLP

DeAlwis, Malindri (Standard Chartered)
Malindri De Alwis
Executive Director, Fund Finance

Standard Chartered

Eriksson, Victoria (Ashurst)
Victoria Eriksson
Senior Associate

Ashurst

Freeman, Trevor (Axos Bank)
Trevor Freeman
SVP, Managing Director-Head of Fund Finance

Axos Bank

Giacolone, Stephen (Lloyds)
Stephen Giacolone
Managing Director, Head of Financial Sponsors and Structured Finance North America

Lloyds Bank Corporate Markets

Go, Flora (Fried Frank)
Flora Go
Partner

Fried, Frank, Harris, Shriver & Jacobson LLP

Kim, Jeannie (Macquarie Group)
Jeannie Kim
Vice President

Macquarie Group

Lazgare, Ana (Maples)
Ana Lazgare
Associate

Maples Group

Mbayi, Michael (Wildgen)
Michael Mbayi
Director

Wildgen

Morrison, Shelley (abdrn)
Shelley Morrison
Head of Fund Finance

abrdn

Nader, Jad (Ogier)
Jad Nader
Partner, Banking & Finance

Ogier

Reindel, Bill (Fried Frank)
F. William Reindel
Partner

Fried, Frank, Harris, Shriver & Jacobson LLP

Seah, Beelee (Baker & McKenzie)
Beelee Seah
Local Principal

Baker & McKenzie

Shah, Anuj (Simpson Thacher & Bartlett)
Anuj Shah
Counsel

Simpson Thacher & Bartlett

Tan, Albert (Haynes Boone)
Albert Tan
Partner and Co-Head of Fund Finance

Haynes Boone

Wisdom, Anna-Lise (Conyers)
Anna-Lise Wisdom
Partner

Conyers

Wong, Hong Cheong (Morrison Foerster)
Hong Cheong Wong
Of Counsel

Morrison Foerster

Windrup, Carl (Goodwin)
Carl Windrup
Associate

Goodwin

Diversity in Fund Finance Newsletters

Q4 2021 Diversity In Fund Finance Newsletter
PDF 2/10/2022
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Q3 2021 Diversity In Fund Finance Newsletter
PDF 2/10/2022
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Q2 2021 Diversity In Fund Finance Newsletter
PDF 2/10/2022
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Q1 2021 Diversity In Fund Finance Newsletter
PDF 2/10/2022
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