The Securitization in Fund Finance Conference 2024 | DealCatalyst | 17 June 2024 | Marriott Downtown, 85 West Street At, Albany St, New York, NY 10006

This one-day event will explore how CFOs, rated feeder funds, and alternative funding structures have grown in popularity thanks to their dual nature as both a financing tool for fund managers and as an attractive alternative asset investment opportunity for institutional investors alike. These unique structures combine structured finance technology with a powerful financing tool, marking the first true intersection between both securitization and fund finance.

Topics to Be Discussed:
• What are collateralized fund obligations (CFOs) and what purpose do they serve?
• Market overview: Growth potential, new issue volume, investor breadth, depth and profile, key regulatory developments
• Different types of CFOs , i.e. Rated Note Feeders
• Fundraising considerations
• Who are the largest issuers, and why are they issuing CFOs?
• Who is investing in CFOs and what are the different investment profiles of the various tranches (rated vs. unrated)

Who Should Attend:
• Fund Managers
• Fund Finance Legal Counsel
• Providers of Fund Finance (NAV, Warehouse, Subscription, Rated Feeder Notes)
• Ratings Agencies
• Technology and Data Providers
• Institutional Investors (Insurance, Sovereign Wealth, Pension Funds)

2024 Speakers

Andie Goh
Managing Director, Ares Management

Joseph Buchheit
Managing Director, Bain Capital

Zaheen Mir
Managing Director, Blackstone Credit, Blackstone

John Brown
Managing Director, Carlyle

Ben Love
Managing Director, Churchill Asset Management

Chris Freeze
Managing Director, Churchill Asset Management

Daniel Lepore
Managing Director, Head of Liability Management, Cliffwater

Pramit Sheth
Senior Principal, Head of Structured Products, Dawson

Chris Duerden
Partner, Dechert

Lindsay Trapp
Partner, Dechert

Ahmet Yetis
Senior Managing Director, Evercore

Billy Strobel
Managing Director, Jefferies

Gopal Narsimhamurthy
Senior Managing Director, Global Head of Fund Ratings, KBRA

Max Mullen
Managing Director, KKR

Naz Majidi
Senior Managing Director, GreensLedge

Martin Urdapilleta
Founder, Henry Capital

Phil Titolo
Managing Director, Hunter Point Capital

Stephen Swentzel
Managing Director, Hunter Point Capital

Cyrus Moshiri
Director, New Mountain Capital

Tushar Bindal
Vice President, New Mountain Capital

Steven Kolyer
Partner, Sidley Austin

John Sciales
Director, Permanent Capital Solutions, UBS

LaDonna Neuhaus
Senior Vice President, Beach Point Capital Management LP

Michael Vasseghi
US Head Insurance Solutions, Morgan Stanley

David Wasserman
Managing Director, Morgan Stanley

Nithin Johnson
Managing Director, Patria Investments

Adam Goldberg
Managing Director, Tac Ops, Kennedy Lewis Investment Management

Ariella Rosenzweig
Executive Director | Head of Financing for Private Credit, GoldenTree Asset Management

Caitlin Colvin
Managing Director, Credit & Insurance, Blackstone

Peter Gargiulo
Senior Director, Fund & Asset Manager Ratings, Fitch Ratings

Kevin Alexander
Partner, Ares Management

Joanne Ma
Principal, Eagle Point Credit Management

Darren Thomas
Executive Vice President and Portfolio Manager, PIMCO

Ariel Zell
Partner, Fried Frank

Duncan McKay
Partner, Fried Frank

Thomas Majewski
Managing Partner and Founder, Eagle Point Credit Management

Jen Wilson
Senior Managing Director, Thrivent

Dee Dee Sklar
Member of the Board/Advisor, Nuveen Churchill PCAP, Coller Capital, Atalaya Capital Management

Samantha Rapaport
Vice President, Product Development & Investor Relations, Churchill Asset Management

Michael Hacker
Partner, Managing Director and Global Head of Portfolio Finance, AlpInvest

Angela Batterson
Partner, Cadwalader

Michael Gonzalez
Special Counsel, Cadwalader

Tim Clarke
Lead Analyst, Private Equity, Pitchbook

Taylor Boswell
Head of Private Credit, AGL Credit Management LP

Andrew Giudici
Global Head of Corporate, Project, and Infrastructure Finance Project Finance & Infrastructure, KBRA

2024 Sponsors

LEAD SPONSORS:
• Cadwalader
• Dechert

PARTNER SPONSOR:
• Fried Frank

PATRON SPONSORS:
• Jefferies
• Sidley

ASSOCIATE SPONSORS:
• Fitch Ratings
• Greens Ledge
• KBRA
• Moody's Ratings

LANYARD & SEAT DROP SPONSOR:
• Egan Jones

LEAD MEDIA PARTNER:
• 9 Fin