3rd Specialty Finance Summit

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About The Conference

iGlobal Forum is pleased to announce the 3rd Specialty Finance Summit - a deal-sourcing event, where investors meet potential targets and potential acquirers for their businesses, and issuers share best practice with their peers to generate new funding opportunities. As regulations lessen the universe of what banks can hold and finance, new participants continue to flock to the specialty finance sector. Valuations have picked up dramatically, the right side of the balance sheet is becoming increasingly complex, and uncertainty about the regulators’ next moves is keeping investors on their toes. But with all the funds being created to invest in specialty finance opportunities, to what extent is the market really growing, and where do the best opportunities lie? At the summit you will gain new insights into the critical issues shaping the industry. You will have a unique opportunity to network with around 200 of the leading specialty finance companies, BDCs, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers who are active in this space.

Key Topics Covered

  • The biggest growth opportunities and the next generation of funding sources in the specialty finance sector
  • How the CFPB and Basel III are affecting B2B and B2C lending, and how regulations are likely to develop
  • Understanding the market opportunity for small business lending, and the key challenges to operating in this area
  • The ever-growing role of BDCs in the specialty finance space, and how BDCs with listed management companies will trade
  • How online lending platforms impact market valuations, business practices and competitiveness in the specialty finance industry

Network With Leading

  • Specialty Finance Companies
  • BDCs
  • Private Equity Firms
  • Hedge Funds
  • Wealth Managment Firms
  • Senior Lenders
  • Asset Managers
7:30 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - KEYNOTE INTERVIEW: THE MACRO-ECONOMY & SPECIALTY FINANCE
  • How has the extended low-yield environment affected the availability of financing for specialty finance companies?
  • How did dealflow in 2014 compare to previous years? Will recent trends continue into 2015?
  • What impact would rising rates have?
  • Which assets are being deployed into, and how are funds being raised to deploy them?
  • How attractive are alternative funding sources compared to commercial bank financing?
  • What is the banks’ appetite to engage in specialty finance products or acquire specialty finance businesses, and how is this being affected by regulatory uncertainty?
Brook Taube

Brook Taube

CEO

MEDLEY CAPITAL

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Steven M. Ellis

Interviewed By:

Steven M. Ellis

Partner

PROSKAUER

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9:15 am - DEVELOPMENTS & CONSOLIDATION IN THE BDC SPACE
  • What role do BDCs play in the specialty finance space, and how will this role develop?
  • Will BDCs with publicly traded management companies trade differently than those which do not? Will they trade at smaller premiums because of the need to raise assets to meet EPS estimates for the management companies? 
  • What are the relative advantages/disadvantages of broadly syndicated capital raises versus ATM equity programs?
  • Are non-traded BDCs as controversial as non-traded REIT’s have been?
  • When BDCs raise capital multiple times, should investors expect an increase in dividends? If not, why not?
  • What are the risks associated with the increased use of senior secured loan programs (SSLPs) by BDCs, and how will this trend develop?
Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

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Kipp deVeer

Kipp deVeer

Senior Partner

ARES MANAGEMENT

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Casey Alexander

Casey Alexander

Senior Vice President - Research Analyst

COMPASS POINT RESEARCH & TRADING

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W. Montgomery Cook

W. Montgomery Cook

Managing Director, Direct Lending

THL CREDIT ADVISORS

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Chris Cary

Moderator:

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

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10:00 am - NETWORKING BREAK
10:30 am - SMALL BUSINESS LENDING - FILLING THE FUNDING GAP
  • Using the most relevant data and the freshest credit models to provide finance for small businesses
  • What role do SBICs have in the financing of small businesses today?
  • Will merchant cash advance start to be regulated as consumer finance?
  • How can you defend your company’s investment from regulatory scrutiny?
  • What is the market opportunity for small business lending, and they key challenges to operating in this area?
  • Comparing the various products that originators are pursing: small, short duration merchant cash advances vs. larger, lower coupon term loans
Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

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Daniel B. Edelman

Daniel B. Edelman

Vice President

FLEXPOINT FORD

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Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

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Robert Glanville

Robert Glanville

Founding Partner & Managing Director, Financial Services Investment Team

PINE BROOK PARTNERS

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Stewart W. Hayes

Moderator:

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

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11:15 am - EXAMINING THE IMPACT OF REGULATORY DEVELOPMENTS ON THE SPECIALTY FINANCE SECTOR
  • Which new regulatory initiatives are having the greatest impact
  • Where opportunities are being created by the current regulatory environment
  • Being mindful of regulatory risk that may not be apparent today
  • How uncertainty concerning Dodd Frank is affecting the alternative lending market
  • How CFPB regulation affects the business models of different consumer finance segments
  • P2Ps are using organizations such as Bank of Internet to make loans - will these relationships draw scrutiny from regulators?
  • How communications between the regulator and the industry need to develop
Chris O'Connor

Chris O'Connor

Chief Credit and Administration Officer

SALUS CAPITAL PARTNERS

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Elliot Ganz

Elliot Ganz

Executive Vice President & General Counsel

LSTA

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Albert “Bert” Knotts

Albert “Bert” Knotts

Partner

STRATEGIC RISK ASSOCIATES

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Harish Nataraj

Moderator:

Harish Nataraj

Managing Director

ANGELO GORDON

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12:00 pm - NETWORKING LUNCHEON
1:15 pm - ROUNDTABLE DISCUSSIONS
2:00 pm - NEXT GENERATION SPECIALTY FINANCE - EMERGENCE OF THE ONLINE LENDERS
  • What is driving the rapid expansion of online lending platforms, and is the current pace of growth sustainable?
  • How do online lenders impact market valuations, business practices and competitiveness in the specialty finance sector?
  • How will P2P and crowdfunding businesses grow, and how will their models evolve?
  • How does access to real-time data assist Internet lenders in making quick and correct credit decisions?
  • Utilizing technology as a sourcing mechanism – creating flow for your product without investing heavily in marketing
  • How is technology changing the way people think about opportunities in the specialty finance sector?
Ryan Randall

Ryan Randall

CFO

UPSTART

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Charles Anderson

Charles Anderson

Chief Operating Officer

CURRENCY CAPITAL

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Jeffrey S. Rogers

Jeffrey S. Rogers

CEO & President

LIFTFORWARD

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Michael Walsh

Michael Walsh

General Partner

GREEN VISOR CAPITAL

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Melanie Gnazzo

Moderator:

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

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2:45 pm - NETWORKING BREAK
3:00 pm - PROFITING FROM NICHE & EMERGING INVESTMENT OPPORTUNITY
  • Will market participants broaden into new asset classes, and how would that affect the cost of those assets?
  • Where are the growth opportunities in specialty finance? Focus on: housing, installment lending, etc.
  • Where are investors from the elite firms most active?
  • Which off-the-run opportunities will attract the highest yields over the coming 12 months? Focus on: litigation finance, penalty finance, sales finance
Dev Gopalan

Dev Gopalan

Director & Head of U.S. Private Credit

KKR ASSET MANAGEMENT

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Christopher Gillock

Christopher Gillock

Managing Director

COLONNADE ADVISORS

View More

Arjun Thimmaya

Arjun Thimmaya

Managing Director, Financial Services

WARBURG PINCUS

View More

Thomas Goila

Thomas Goila

Senior Managing Director, Private Credit & Private Equity

AEQUITAS CAPITAL

View More

3:30 pm - SECURITIZATION & OTHER FUNDING SOURCES FOR SPECIALTY FINANCE COMPANIES
  • What is driving the availability of securitization as a financing source for specialty finance companies?
  • When does securitization become a viable option for emerging specialty finance companies?
  • Has the credit crisis made rating agencies and investors less accepting of securitizations of non-traditional asset classes?
  • What other financing techniques are evolving for specialty financing companies? Focus on: retail “baby bonds”, institutional bonds and convertible securities
Nichol Merritt

Nichol Merritt

Director, Private Placements

TIAA-CREF

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Emily Youssouf

Emily Youssouf

Clinical Professor

SCHACK INSTITUTE OF REAL ESTATE, NEW YORK UNIVERSITY

View More

Todd Brussel

Todd Brussel

Director, Capital Markets

STORM HARBOUR

View More

Todd R. Plotner

Moderator:

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

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4:00 pm - CHAIRMAN'S SUMMARY & NETWORKING COCKTAIL RECEPTION

Keynote Speakers

Brook Taube

Brook Taube

CEO

MEDLEY CAPITAL

Brook Taube, CFA (New York) is Chief Executive Officer, Chief Investment Officer and Chairman of the Board of

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Speakers

Charles Anderson

Charles Anderson

Chief Operating Officer

CURRENCY CAPITAL

Charles Anderson has more than a decade of experience in the specialty finance industry. He is currently the Chief

View More

Todd Brussel

Todd Brussel

Director, Capital Markets

STORM HARBOUR

Todd has over 20 years of financial services and legal experience, joining StormHarbour in June of 2009. While at

View More

Daniel B. Edelman

Daniel B. Edelman

Vice President

FLEXPOINT FORD

View More

Michael Walsh

Michael Walsh

General Partner

GREEN VISOR CAPITAL

View More

Nichol Merritt

Nichol Merritt

Director, Private Placements

TIAA-CREF

View More

Kipp deVeer

Kipp deVeer

Senior Partner

ARES MANAGEMENT

Mr. deVeer is a Senior Partner in and Co-Head of the Direct Lending Group. Mr. deVeer is a member of the

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

Steven Migliero is a Senior Managing Director of Crystal Financial and is responsible for leading the originations

View More

Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large

View More

Jeffrey S. Rogers

Jeffrey S. Rogers

CEO & President

LIFTFORWARD

Jeffrey Rogers has over 20 years of executive management experience in finance, credit, technology, e-commerce,

View More

Emily Youssouf

Emily Youssouf

Clinical Professor

SCHACK INSTITUTE OF REAL ESTATE, NEW YORK UNIVERSITY

Emily A. Youssouf is a veteran in the fields of finance and housing, with an extensive background of more than 30

View More

Dev Gopalan

Dev Gopalan

Director & Head of U.S. Private Credit

KKR ASSET MANAGEMENT

Dev Gopalan (New York) joined KKR in 2010 and is a Director of KKR Asset Management. Mr. Gopalan serves as head of

View More

Len Blum

Len Blum

Managing Partner

BLUM CAPITAL MANAGEMENT

Mr. Leonard Blum has more than twenty-seven years of investment banking and capital markets experience and is the

View More

Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

Chris Donohoe is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P., and he

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

View More

Robert Glanville

Robert Glanville

Founding Partner & Managing Director, Financial Services Investment Team

PINE BROOK PARTNERS

View More

Christopher Gillock

Christopher Gillock

Managing Director

COLONNADE ADVISORS

Chris Gillock joined Colonnade Advisors as a Managing Director in 2004. Previously, Chris was Executive Vice

View More

Elliot Ganz

Elliot Ganz

Executive Vice President & General Counsel

LSTA

Elliot Ganz is Executive Vice President and General Counsel of the LSTA.  In that capacity he manages all aspects

View More

Chris O'Connor

Chris O'Connor

Chief Credit and Administration Officer

SALUS CAPITAL PARTNERS

Chris is Salus Capital’s Chief Credit and Administration Officer. In his role at Salus, Chris will primarily be

View More

Stewart W. Hayes

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

Stewart Hayes is a Senior Vice President of the Lender Finance division of Wells Fargo Capital Finance, based in

View More

Todd R. Plotner

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

Todd Plotner is a Partner at Chapman and Cutler LLP specializing in securitizations, structured finance and

View More

Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

Andrea Petro is an Executive Vice President and Division Manager of the Lender Finance division of Wells Fargo

View More

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

View More

Albert “Bert” Knotts

Albert “Bert” Knotts

Partner

STRATEGIC RISK ASSOCIATES

Albert L. Knotts is a partner at Strategic Risk Associates (SRA), a financial services consulting firm, with over

View More

Melanie Gnazzo

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

Melanie Gnazzo is a partner at Chapman and Cutler LLP in the Asset Securitization, Lease Finance and Tax practice

View More

Casey Alexander

Casey Alexander

Senior Vice President - Research Analyst

COMPASS POINT RESEARCH & TRADING

Casey Alexander is a Senior Vice President - Research Analyst with Compass Point covering the Business Development

View More

Steven M. Ellis

Steven M. Ellis

Partner

PROSKAUER

Steven M. Ellis is a Partner at Proskauer, a member of the firm’s Executive Committee and co-head of the

View More

Ryan Randall

Ryan Randall

CFO

UPSTART

View More

Harish Nataraj

Harish Nataraj

Managing Director

ANGELO GORDON

Harish Nataraj is a Managing Director in Angelo, Gordon’s private equity area. He joined the firm in 2007 and

View More

Curtis Glovier

Curtis Glovier

Managing Director

FORTRESS INVESTMENT GROUP

Mr. Glovier is a Managing Director at Fortress Investment Group and is responsible for the private equity effort

View More

Scott Warren

Scott Warren

Managing Partner

MILESTONE PARTNERS

View More

Arjun Thimmaya

Arjun Thimmaya

Managing Director, Financial Services

WARBURG PINCUS

Arjun Thimmaya is based in New York, joined Warburg Pincus in 2008 and focuses on investments in the financial

View More

Brendan Keane

Brendan Keane

Managing Director, Head of Structured Finance Solutions

STERNE AGEE

View More

W. Montgomery Cook

W. Montgomery Cook

Managing Director, Direct Lending

THL CREDIT ADVISORS

Mr. Cook is a Managing Director for THL Credit’s Direct Lending platform. He is responsible for transaction

View More

Thomas Goila

Thomas Goila

Senior Managing Director, Private Credit & Private Equity

AEQUITAS CAPITAL

View More

PRE-SUMMIT WORKSHOP

WORKSHOP A: MIDDLE MARKET FINANCING STRUCTURES

Tuesday January 13, 2015 | 9:30 am to 12:00 pm

This workshop will provide an open forum to discuss the opportunities and risks associated with various financing structures for specialty finance lenders. The discussions will give you valuable new insights into:

  • How unitranche financing will evolve over the coming 12 months
  • Negotiating the terms of a unitranche loan
  • The risk/return characteristics of 1st/2nd lien financing and subordinated debt financing
  • What new structures (e.g. JVs and VC equity) have the potential to support the growth of the specialty finance industry

You will leave the workshop with valuable insights into improving your existing lending relationships, and optimally raising and structuring new debt capital.

Len Blum

Len Blum

Managing Partner

BLUM CAPITAL MANAGEMENT

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PRE-SUMMIT WORKSHOP

WORKSHOP B: BRINGING ADDED VALUE TO EMERGING, NICHE BUSINESS

Tuesday January 13, 2015 | 12:45 pm to 2:15 pm

During this interactive workshop you will address the key considerations when assessing an emerging, niche business. You will learn:

  • How to evaluate the opportunities and risks of investing in an emerging business, including assessing the management team
  • How to mitigate the risks and maximize the upside of investing in a niche business
  • Which niche areas lenders are looking into today, and what the process is
  • Whether intellectual capital merits a premium in the valuation equation

By the end of the session you know how to identify the specialty finance opportunities with the biggest future potential; and how to use your company’s intellectual capital to add substantial value to the business.

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

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PRE-SUMMIT WORKSHOP

WORKSHOP C: CAPITALIZATION & HEDGING STRATEGIES FOR SPECIALTY COMPANIES

Tuesday January 13, 2015 | 3:00 pm to 5:30 pm

This workshop will provide an open forum to discuss how you can implement the most effective capitalization and hedging strategies for your specialty finance business. The session will give you valuable new insights into:

  • How to optimally hedge interest rate risk during the warehouse period and take out
  • Successfully raising long-term senior secured debt facilities in the capital markets
  • Negotiating an appropriate hedge criteria with your bank, and avoiding the common pitfalls
  • How regulatory reforms impact your capitalization and risk management strategies

You will leave the session knowing how to establish a durable capital structure that will fund new growth within all cycles.

James Murray

James Murray

Managing Director

STERNE AGEE

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Brendan Keane

Brendan Keane

Managing Director, Head of Structured Finance Solutions

STERNE AGEE

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LUNCHEON WORKSHOP

PROFITING FROM THE RISE OF MARKETPLACE LENDING

Wednesday January 14, 2015 | 12:15 pm to 1:15 pm

This workshop will provide you with an interactive forum to discuss the impact that online lenders are having on valuations and competitiveness in the specialty finance space. The discussions will give you valuable new insights into:

  • What factors will drive the expansion of online lending platforms in 2015
  • The potential of online lending to change the shape and breadth of the specialty finance sector
  • How P2P and crowdfunding businesses will evolve
  • How Internet lenders use real-time data to make quick and accurate credit decisions
  • The potential of online technologies to efficiently source new deal flow

You will leave the workshop with valuable insights into how your business can profit from the online lending phenomenon.

Charles Anderson

Charles Anderson

Chief Operating Officer

CURRENCY CAPITAL

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Jeffrey S. Rogers

Jeffrey S. Rogers

CEO & President

LIFTFORWARD

View More

Sponsors

Media Partners

  • Register by

    Conference Only

    Full Conference & Workshops Pass

    Individual Workshop

  • November 15, 2014

    $899

    $1,695

    $249

  • December 5, 2014

    $949

    $1,995

    $299

  • December 31, 2014

    $999

    $2,045

    $349

  • January 14, 2015

    $1,099

    $2,495

    $399

Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
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For discounted room rates, please contact the reservation department directly at (212) 247-0300 and mention iGlobal Forum.

Brook Taube

Brook Taube

CEO

MEDLEY CAPITAL

Brook Taube, CFA (New York) is Chief Executive Officer, Chief Investment Officer and Chairman of the Board of Directors

View More

Charles Anderson

Charles Anderson

Chief Operating Officer

CURRENCY CAPITAL

Charles Anderson has more than a decade of experience in the specialty finance industry. He is currently the Chief

View More

Todd Brussel

Todd Brussel

Director, Capital Markets

STORM HARBOUR

Todd has over 20 years of financial services and legal experience, joining StormHarbour in June of 2009. While at

View More

Daniel B. Edelman

Daniel B. Edelman

Vice President

FLEXPOINT FORD

View More

Michael Walsh

Michael Walsh

General Partner

GREEN VISOR CAPITAL

View More

Nichol Merritt

Nichol Merritt

Director, Private Placements

TIAA-CREF

View More

Kipp deVeer

Kipp deVeer

Senior Partner

ARES MANAGEMENT

Mr. deVeer is a Senior Partner in and Co-Head of the Direct Lending Group. Mr. deVeer is a member of the Management

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

Steven Migliero is a Senior Managing Director of Crystal Financial and is responsible for leading the originations team

View More

Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large market

View More

Jeffrey S. Rogers

Jeffrey S. Rogers

CEO & President

LIFTFORWARD

Jeffrey Rogers has over 20 years of executive management experience in finance, credit, technology, e-commerce, and

View More

Emily Youssouf

Emily Youssouf

Clinical Professor

SCHACK INSTITUTE OF REAL ESTATE, NEW YORK UNIVERSITY

Emily A. Youssouf is a veteran in the fields of finance and housing, with an extensive background of more than 30 years

View More

Dev Gopalan

Dev Gopalan

Director & Head of U.S. Private Credit

KKR ASSET MANAGEMENT

Dev Gopalan (New York) joined KKR in 2010 and is a Director of KKR Asset Management. Mr. Gopalan serves as head of US

View More

Len Blum

Len Blum

Managing Partner

BLUM CAPITAL MANAGEMENT

Mr. Leonard Blum has more than twenty-seven years of investment banking and capital markets experience and is the

View More

Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

Chris Donohoe is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P., and he

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

View More

Robert Glanville

Robert Glanville

Founding Partner & Managing Director, Financial Services Investment Team

PINE BROOK PARTNERS

View More

Christopher Gillock

Christopher Gillock

Managing Director

COLONNADE ADVISORS

Chris Gillock joined Colonnade Advisors as a Managing Director in 2004. Previously, Chris was Executive Vice President

View More

Elliot Ganz

Elliot Ganz

Executive Vice President & General Counsel

LSTA

Elliot Ganz is Executive Vice President and General Counsel of the LSTA.  In that capacity he manages all aspects of

View More

Chris O'Connor

Chris O'Connor

Chief Credit and Administration Officer

SALUS CAPITAL PARTNERS

Chris is Salus Capital’s Chief Credit and Administration Officer. In his role at Salus, Chris will primarily be

View More

Stewart W. Hayes

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

Stewart Hayes is a Senior Vice President of the Lender Finance division of Wells Fargo Capital Finance, based in

View More

Todd R. Plotner

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

Todd Plotner is a Partner at Chapman and Cutler LLP specializing in securitizations, structured finance and community

View More

Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

Andrea Petro is an Executive Vice President and Division Manager of the Lender Finance division of Wells Fargo Capital

View More

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

View More

Albert “Bert” Knotts

Albert “Bert” Knotts

Partner

STRATEGIC RISK ASSOCIATES

Albert L. Knotts is a partner at Strategic Risk Associates (SRA), a financial services consulting firm, with over 30

View More

Melanie Gnazzo

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

Melanie Gnazzo is a partner at Chapman and Cutler LLP in the Asset Securitization, Lease Finance and Tax practice

View More

Casey Alexander

Casey Alexander

Senior Vice President - Research Analyst

COMPASS POINT RESEARCH & TRADING

Casey Alexander is a Senior Vice President - Research Analyst with Compass Point covering the Business Development

View More

Steven M. Ellis

Steven M. Ellis

Partner

PROSKAUER

Steven M. Ellis is a Partner at Proskauer, a member of the firm’s Executive Committee and co-head of the

View More

Harish Nataraj

Harish Nataraj

Managing Director

ANGELO GORDON

Harish Nataraj is a Managing Director in Angelo, Gordon’s private equity area. He joined the firm in 2007 and

View More

Curtis Glovier

Curtis Glovier

Managing Director

FORTRESS INVESTMENT GROUP

Mr. Glovier is a Managing Director at Fortress Investment Group and is responsible for the private equity effort within

View More

Scott Warren

Scott Warren

Managing Partner

MILESTONE PARTNERS

View More

Arjun Thimmaya

Arjun Thimmaya

Managing Director, Financial Services

WARBURG PINCUS

Arjun Thimmaya is based in New York, joined Warburg Pincus in 2008 and focuses on investments in the financial services

View More

Brendan Keane

Brendan Keane

Managing Director, Head of Structured Finance Solutions

STERNE AGEE

View More

W. Montgomery Cook

W. Montgomery Cook

Managing Director, Direct Lending

THL CREDIT ADVISORS

Mr. Cook is a Managing Director for THL Credit’s Direct Lending platform. He is responsible for transaction

View More

Thomas Goila

Thomas Goila

Senior Managing Director, Private Credit & Private Equity

AEQUITAS CAPITAL

View More

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