JOIN US AS A SPEAKER IN 2026
2025 SPEAKERS
Michael Hacker
Partner
AlpInvest
About Michael Hacker
Andie Goh
Head of Fund Finance and Liquid ABS
Blackstone
About Andie Goh
Andie Goh is a Managing Director and Head of Fund Finance and Liquid ABS for the Infrastructure and Asset Based Credit group within Blackstone Credit and Insurance (BXCI). Prior to joining Blackstone in 2025, Ms. Goh worked as a Managing Director in the Alternative Credit group at Ares Management where she led the origination and execution of asset-based investments and invested across the capital structure for credit opportunistic funds and insurance portfolios. Ms. Goh was also responsible for the build out and portfolio management of the Private Rated Asset-Backed strategy, which comprised the group’s investing activities across all asset-backed sectors for insurance clients. Prior to Ares, Ms. Goh held various roles in structured finance at UBS and Credit Suisse. Ms. Goh received a Bachelor’s in Finance from New York University Stern School of Business, and a Master’s in Mathematics from Columbia University.
Shubz Chandna
Managing Director, Portfolio Finance
Barings
About Shubz Chandna
Shubham (“Shubz”) Chandna is a member of Barings Portfolio Finance focused on providing exposure to private markets with an investment grade solution. He was previously Portfolio Manager at MassMutual focused on originating, structuring, and executing private bespoke financings directly for the MassMutual general account. Prior to joining MassMutual, Shubz was an investment professional at A-CAP Management, investing in alternatives on behalf of insurance company clients. Previously, he was an investment banking professional at G2 Capital Advisors and an actuarial professional at Liberty Mutual Group. Shubz graduated with a BSc (Hons) Mathematics with Actuarial Science from the University of Southampton (UK). Shubham is a CFA® charter holder.
Josh Ufberg
Senior Managing Director
Blue Owl Capital
About Josh Ufberg
Josh Ufberg is a Senior Managing Director at Blue Owl and member of the Alternative Credit Investment Team. In his role, he leads the team's corporate and opportunistic investing, which includes capital solutions, fund solutions and commercial solutions. Before joining Blue Owl, Josh was a Partner at Atalaya Capital Management, the predecessor firm to Blue Owl's Alternative Credit team, where he also oversaw the firm’s corporate and opportunistic investing efforts. At Atalaya, Josh sat on the firm’s Executive Committee, Investment Committee for multiple funds, and the firm’s Valuation Committee. Prior to joining Atalaya, Josh was a Vice President at Goldman Sachs, where he was a member of the Special Situations Group, a multi-asset class business which invested Goldman Sachs' capital in both the public markets and private transactions in distressed and special situations. Josh has served on the boards of Urban Arts Partnership and the Jewish Community Project and currently serves on the board of The Natan Fund. Mr. Ufberg holds a BA from Pennsylvania State University and a JD from Villanova University.
Angie Batterson
Partner
Cadwalader, Wickersham & Taft LLP
About Angie Batterson
Angie Batterson has represented insurance companies in over 150 transactions in the past five years involving NAV, GP commitment solutions, rated feeder funds, secondaries funds, liquidity facilities, private capital back leverage and other private equity bespoke credit solutions. This practice focus is the latest in Angie's diverse array of experience advising clients in complex leveraged financing transactions across a broad spectrum of industries, including health care, telecommunications, media, manufacturing and energy, for over 20 years. She represents financial institutions, sponsors, issuers and mezzanine providers in private debt financings, including in connection with secured and unsecured senior credit facilities, first lien/second lien credit facilities, unitranche facilities and mezzanine financings. Angie also advises on intercreditor agreements and distressed debt financings, including debtor-in-possession (DIP) financings, fund-to-fund loans and senior housing loans. She is a frequent speaker and has recently covered topics as NAV facilities, unitranche, agreements among lenders in workouts, and the practical impact on recent revisions to Section 956 of the Internal Revenue Code. Angie is the past chair of the State Bar of Georgia UCC Committee and has extensive experience in all areas of asset-based lending, with respect to both domestic and cross-border transactions. She is also very active in women's initiatives within the New York finance community. Angie has been included in The Best Lawyers in America since 2020 for Banking and Finance Law in New York and was recently named to the 2024 edition of Super Lawyers.
Gregg Jubin
Partner
Cadwalader, Wickersham & Taft LLP
About Gregg Jubin
Gregg Jubin is a partner in the Capital Markets Group, Managing Partner of the Washington, D.C., office and a member of the firm’s Management Committee. He practices in both Washington and New York. Gregg has 31 years of experience in corporate and finance transactions, with particular emphasis in transactions involving hedge funds and private equity fund of funds, structured funds, collateralized loan obligations, collateralized fund obligations, derivatives, synthetic structured products, and other types of structured products. Gregg represents the managers of hedge funds and private equity fund of funds, collateral managers, investment banking firms, commercial banks, broker dealers, and other financial institutions. Gregg's practice involves structuring and organizing onshore and offshore hedge funds (including commodity pools, fund of funds, and master/feeder funds), private equity fund of funds and other investment vehicles, developing, negotiating and documenting a wide variety of financial products, and providing advice to clients with respect to compliance with the Commodity Exchange Act, the Investment Company Act, the Investment Advisers Act, the Securities Act of 1933, and other federal and state securities and commodities laws and regulations. Gregg is recognized as a leading lawyer in securitization by Chambers USA and Chambers Global. Gregg co-led the Cadwalader team in connection with its representation of Morgan Stanley & Co. LLC in the BlackRock DLF-VIII-L CLO Trust transaction, which was recognized in 2022 by GlobalCapital as “Middle Market CLO Deal of the Year” in its annual U.S. Securitization awards. He received his J.D., magna cum laude, from Syracuse University College of Law, where he was a member of the Law Review and Moot Court Board.
Zach Crowley
Vice President
Camberline Capital
About Zach Crowley
Zach is a Vice President at Camberline Capital Management, where he is responsible for sourcing, underwriting, and managing credit investments. He was previously a Vice President at Capital Dynamics. Before that, Zach started his career at Goldman Sachs, where he focused on investments in private credit, high-yield bonds, and leveraged loans. Zach holds a Bachelor’s degree in Finance from Bucknell University.
Brian Marcus
Managing Director
Carlyle
About Brian Marcus
Brian Marcus is a Managing Director - Partner and Deputy Head of Cross Platform Investing for Global Credit. He is a portfolio manager on a number of credit vehicles, including Carlyle Tactical Private Credit Fund (“CTAC”). He is based in New York. Prior to joining Carlyle, Mr. Marcus was with Morgan Stanley, where he focused on principal investments on behalf of the firm. Previously, Mr. Marcus worked at Lehman Brothers in the Mergers and Acquisitions group, where he concentrated on the media and telecommunications industries. Mr. Marcus received a BS in economics from The Wharton School at the University of Pennsylvania. Mr. Marcus currently maintains Series 7, 55 and 63 licenses.
John Brown
Managing Director
Carlyle
About John Brown
John Brown is a Managing Director focused on private corporate and structured debt transactions. Prior to joining Carlyle, John was a Managing Director at Barings LLC where he managed investment grade private debt transactions. John previously worked for MassMutual, Barings' parent company. At MassMutual, Mr. Brown focused on strategic direct investments, asset allocation and manager selection. Prior to joining MassMutual, Mr. Brown held a number of investment and analysis roles at a private investment company and Aetos Capital, an alternative asset manager. John began his career in the investment banking division at Goldman, Sachs & Co. John received his M.B.A. from Columbia Business School and received a B.S. from the University of Virginia.
Chris Freeze
Senior Managing Director, Head of IR
Churchill Asset Management
About Chris Freeze
Chris Freeze leads all aspects of Churchill’s investor relations efforts including ongoing investor reporting and communication with Churchill’s global investor base. He has deep experience managing relationships with a diverse range of global institutional, sovereign wealth fund and family office investors including building and managing a best-in-class team of investor relations professionals. Before joining Churchill, Chris spent over nine years as a Managing Director at The Carlyle Group. Most recently he was CEO of TCG Securities LLC, Caryle’s broker/dealer. Prior to joining Carlyle, Chris was the Chief Operating Officer of Credit Suisse’s Customized Fund Investment Group (CFIG). Prior to joining CFIG, he was the Chief Compliance Officer of Credit Suisse Private Advisors, a FINRA licensed broker\dealer and investment adviser domiciled in Zurich. He began his career as an Assistant District Attorney in the Kings County (Brooklyn) District Attorney’s Office. Chris received his BA from St. John’s University, an MA from John Jay College, a JD degree from St. John’s University School of Law and an LLM (Corporations) from New York University School of Law. He has held the FINRA Series 3, 4, 7, 8, 24, 53, 63, 65 and 66 licenses.
Samantha Rapaport
Vice President
Churchill Asset Management
About Samantha Rapaport
Samantha joined Churchill Asset Management in 2021 and currently serves as a Vice President of Product Development and Investor Relations. Previously, she was on the Structured Finance Consulting Services team of Ernst & Young LLP, focused on CLO cash flow modeling and regulatory due diligence. Samantha graduated magna cum laude from Tulane University with a dual degree from the A.B. Freeman School of Business with a B.S.M. in Finance and Legal Studies in Business and from the School of Science and Engineering with a B.S. in Psychology.
Daniel Winick
Partner
Clifford Chance
About Daniel Winick
Daniel Winick is a Partner in Clifford Chance's Global Financial Markets Practice. He focuses on representing borrowers and lenders in fund finance transactions, including in connection with NAV loans, subscription lines, credit facilities for ‘40 Act funds, multi-jurisdictional financings, and preferred equity structures. Additionally, Daniel represents major domestic and foreign financial institutions and corporate and sponsor borrowers in secured and unsecured financing transactions, including acquisition finance, asset-based and structured finance deals, project and export finance transactions and other financing transactions.
Sachin Jain
CIO
Constellation insurance inc.
About Sachin Jain
Sachin Jain is Chief Investment Officer at Constellation Insurance Inc. and President of Constellation Investments Inc. Constellation is a life insurance and annuity company backed by Caisse de dépôt et placement du Québec (CDPQ) and Ontario Teachers’ Pension Plan Board (OTTPB) with over 35BB of assets. Prior to joining Constellation, Mr. Jain held Portfolio Manager roles at Tilden Park Capital Management LP, Point72 Asset Management LP, Hutchinhill Portfolio Management LLC and DW Partners LP. Mr. Jain holds a Master of Science in Financial Mathematics from Stanford University, California and a Bachelor of Technology in Mechanical Engineering from the Indian Institute of Technology, Delhi.
Pramit Sheth
Head of Structured Products
Dawson Partners
About Pramit Sheth
Pramit Sheth joined Dawson Partners (“Dawson”), formerly Whitehorse Liquidity Partners, in 2023 and has more than 18 years of credit experience in the structured and fund finance industry. Prior to joining Dawson, Pramit spent 12 years with Kroll Bond Rating Agency as a Senior Managing Director. In his most recent role there, Pramit was accountable for all new and existing Investment Funds debt ratings globally. Prior to that he was a senior member of the CMBS Structured Finance Ratings team, where he helped develop various methodologies and was part of the analytical credit team. Pramit holds a Bachelors Degree in Finance and Information Systems with a concentration in Mathematics from NYU’s Stern School of Business.
Eric Zeng
Counsel
Dechert LLP
About Eric Zeng
Eric Zeng focuses his practice on a broad range of structured finance and securitization transactions, with an emphasis on leveraged loan warehouse facilities, loan to SPV facilities, collateralized loan obligations (CLOs) and other asset-backed finance and securitization transactions. He represents managers, arrangers and investors in finance facilities and securitizations backed by broadly syndicated loans, middle-market loans, infrastructure loans, bridge loans, insurance products and commercial mortgages. Mr. Zeng also advises managers and borrowers in a variety of fund financing structures, including collateralized fund obligations (CFOs), NAV facilities and rated feeders. Prior to joining Dechert, Mr. Zeng served as a structured finance associate in the Charlotte, London and D.C. offices of another international law firm. Mr. Zeng is recognized by Best Lawyers: Ones to Watch in 2024.
Lindsay Trapp
Partner
Dechert LLP
About Lindsay Trapp
Lindsay Trapp is a dual American and Irish qualified lawyer who specializes in complex credit fund formation and insurance solutions for private fund sponsors world-wide. Ms. Trapp’s practice focuses on assisting global asset managers and sponsors in the structuring and formation of complex credit private funds and structured credit funds as well as assisting with post- establishment compliance and distribution. Situated within Dechert’s market leading Structured Credit and CLO group, Ms. Trapp provides specialist advice in relation to: rated funds and other structures for capital-efficient insurance investing globally; complex cross-border private credit funds with a focus on treaty and other structures for tax-efficient global fundraising; captive CLO equity funds with EU risk retention compliant manager originators; levered private funds utilizing captive CLOs; Collateralized Fund Obligations; evergreen illiquid asset funds; liquid multi-credit funds, and funds of closed-end funds. Ms. Trapp is frequently quoted by industry press including Ignites Europe and Creditflux, where she has been quoted about matters affecting rated funds, insurance investors, private funds, CLOs and their managers in the US and Ireland. She has also been recognized as a Rising Star Partner in IFLR1000 in the area of private equity funds. In addition to advising global clients on the establishment of private funds, Ms. Trapp provides in time zone advice on AIFMD related issues for U.S. clients and deal teams and provides European clients with assistance regarding the requirements for managing and marketing foreign funds into the United States. Also included in her formation work is upper tier structuring for sponsors and representing investors on their investment into private funds. Ms. Trapp is admitted in New York and Ireland only; she is not admitted in North Carolina.
Ramya Tiller
Partner
Debevoise & Plimpton
About Ramya Tiller
Ramya S. Tiller is a corporate partner based in the New York office. Ms. Tiller is a member of the firm’s Finance and Special Situations Groups, and leads the firm’s Fund Finance Group in New York. Her practice covers a broad range of financings, including complex acquisition and leveraged transactions, fund finance transactions and other alternative capital transactions. She has extensive experience in borrower and lender-side fund finance and structured finance transactions, regularly representing clients in PE NAV facilities, secondaries and credit fund NAV facilities, subscription credit facilities, GP financings and collateralized fund obligations (CFOs). She also regularly represents insurance companies in multiple financings, including those related to reinsurance sidecars, and other transactions. Ms. Tiller is ranked as a Next Generation Partner in Commercial Lending by The Legal 500 US (2024), where she has been described as an “ultimate professional,” and “highly rated.” She is also recognized as a Notable Practitioner in Banking by IFLR1000 (2022). Ms. Tiller is a frequent speaker on finance-related topics for the Practising Law Institute and routinely writes on fund finance topics. Ms. Tiller joined Debevoise in 2007. She holds a B.A. LLB (Hons.) from the National Law School of India University in Bangalore, where she graduated third in her class in 2002. She received an LL.M. (Corporate Law) from New York University in 2005, where she was a Hauser scholar. Ms. Tiller is fluent in German. Prior to joining the firm, Ms. Tiller worked for a leading Indian law firm in Mumbai, India. Between 2010 and 2012, she served as a member of the Finance group at an international law firm in Munich, Germany.
Ahmet Yetis
Senior Managing Director
Evercore
About Ahmet Yetis
Peter Gargiulo
Senior Director, Fund & Asset Management
Fitch Ratings
About Peter Gargiulo
Peter Gargiulo is a Senior Director within Fitch Ratings’ Funds and Asset Management group’s New York team. In his current role, Peter is responsible for assigning and maintaining ratings, developing rating methodologies and publishing research for fixed income funds, closed-end fund leverage, alternative investment fund finance and collateralized fund obligations. Prior to joining Fitch, Peter worked at Kroll Ratings and Standard & Poor’s in various analytical roles, covering fixed income funds and private & public placement fund leverage transactions, broadly. Peter has his Bachelor of Arts in Psychology from Loyola College in Maryland.
Ariel Zell
Partner
Fried Frank
About Ariel Zell
Ariel Zell is the Co-Head of the Fund Finance Practice and a member of the firm’s Finance group in New York. He represents financial sponsors in arranging debt financings for their private capital funds and hedge funds, including private credit funds, secondaries funds, private equity funds and infrastructure funds. He leads transactions across a wide range of complex credit and financing structures, including collateralized fund obligations, rated note feeders, NAV financings, hybrid facilities, back leverage facilities, subscription credit facilities and cash flow facilities. Ariel also represents financial sponsors in achieving liquidity solutions for their management companies and carry vehicles by way of private placements and loan arrangements. Ariel has an expertise in the financing of management fee, performance fee and GP commitment fee streams. He is the market leader in GP stake securitization notes offerings and financings. Clients turn to Ariel for creative financing solutions posed by fund structural and jurisdictional challenges across a broad mandate of asset classes and at all parts of the capital structure. He has consistently led some of the most innovative financings for alternative asset managers. Recognized as a thought leader in the fund finance market, Ariel regularly speaks at conferences and participates in panel discussions addressing NAV-based financing facilities, the securitization of fund finance and finance hot topics and issues. He has also co-authored chapters in prior editions of Global Legal Insights’ Fund Finance guide, which covers legal trends and developments in the greater fund finance market. Ariel has been acknowledged by Super Lawyers as a top-rated securities and corporate finance attorney, and as a “Rising Star” in New York from 2014 – 2021.
Duncan McKay
Partner
Fried Frank
About Duncan McKay
Duncan McKay is a partner in Fried Frank’s Corporate Department and the Firm’s market leading Fund Finance practice, resident in New York. Duncan represents financial sponsors in connection with a range of complex and bespoke financing transactions related to their credit, private equity, secondaries, credit secondaries, real estate, infrastructure, and other investment funds. Duncan is recognized as a market leader in the U.S. in structuring and implementing complex rated note feeder and collateralized fund obligation transactions and related securities offerings for investment funds. Duncan’s practice includes work on private fund securitizations; NAV facilities; subscription facilities; management company facilities; employee co-invest and general partner facilities; single and multi-asset back-leveraged financings; and GP stake investments.
Michael Mannix
Executive Director, Capital Markets
FS Investments
About Michael Mannix
Michael Mannix is an Executive Director within FS Investments’ Capital Markets department, leading all fund financing efforts across each of the firm’s investment strategies. Within this role, Mr. Mannix is responsible for the nearly $30bn in financing across its public and private BDCs, closed-end funds, REITs, and private draw down vehicles, through a range of structures including ABLs, CLOs, subscription lines, NAV financings, and both public and private securities issuances. Michael previously worked within the firm’s portfolio management group, specifically on its second non-traded BDC, FS Investment Corporation II (since merged into FS KKR Capital Corp.), where he focused on portfolio modeling, liquidity management, and valuation. Michael joined FS Investments in 2014, and previously held roles at both Macquarie and Susquehanna International Group. Michael holds a Bachelors of Science in Finance and Bachelors of Arts in Philosophy, both from Drexel University in Philadelphia.
Naz Majidi
Senior Managing Director
GreensLedge
About Naz Majidi
Naz Majidi is a Senior Managing Director of GreensLedge. She joined the firm in 2011 and runs the Structured Fundraising group. Naz advises clients in the middle market and alternative credit space, mainly working with diversified asset managers, credit hedge funds, and finance companies to set up fundraising and financing strategies. She structures vehicles tailored to insurance companies looking to invest in various fund types (including private credit and private equity), in the form of rated feeders and CFOs. Prior to joining GreensLedge, she was part of the US Structured Credit and Conduits Group at Natixis Capital Markets for five years. Naz started her career at Goldman Sachs. She holds a bachelor’s degree in Civil Engineering from Ecole Centrale de Lyon in France and a Master of Science from the Massachusetts Institute of Technology.
Gopal Narsimhamurthy
Managing Director
HPS Investment Partners
About Gopal Narsimhamurthy
Gopal Narsimhamurthy is a Managing Director at HPS Investment Partners focused on GP-LP Solutions. Prior to joining HPS in 2024, Mr. Narsimhamurthy was a Senior Managing Director and Global Head of Fund Ratings at Kroll Bond Rating Agency (KBRA). Prior to this role, Mr. Narsimhamurthy held a variety of analytical roles at KBRA across the Structured Finance and Public Finance verticals. Prior to KBRA, Mr. Narsimhamurthy was an Associate Analyst at Moody’s. Mr. Narsimhamurthy holds a BA in Economics and Public Policy from Rutgers University and a Master of Public Administration from New York University.
Phil Titolo
Managing Director
Hunter Point Capital
About Phil Titolo
Billy Strobel
Managing Director
Jefferies
About Billy Strobel
Billy Strobel is a Managing Director in the Securitized Markets Group at Jefferies, where he is responsible for origination, execution, and distribution of asset-backed securities. Billy specializes in fund finance (CFOs, rated feeders, and continuation vehicle financings) and software and technology private credit (Recurring Revenue Loans). Billy and team have completed or are in process of completing over $12B of issuance related to these products over the last 3.5 years. Prior to joining the firm in 2021, Billy held similar roles in structured finance at Deutsche Bank and MUFG over a span of 12 years, and was also a co-founder of SC Holdings, a private investment firm focused on media, consumer, and technology. He received his BS in Accounting from Providence College in 2006.
Larry Wise
Managing Director
J.P. Morgan
About Larry Wise
Larry Wise is a Managing Director in Global Structuring at J.P.Morgan where he is responsible for private fund financing. His team lends to private credit, equity, infrastructure and secondary investors across global developed markets. In this capacity, he also focuses on providing solutions to allocators with liquidity, capital and exposure management challenges. Larry joined the firm in 2006 and previously managed origination for the firm’s North American private credit and secondary fund financing effort. Larry graduated with a B.S. from Yale University in Mathematics and Political Science. He holds the Series 7, 24 and 63 licenses.
Partner
Senior Managing Director
Kirkland & Ellis
About Partner
Kate Luarasi is a corporate partner in Kirkland’s Boston office and a member of the Investment Funds and Debt Finance Practice Groups, representing private credit investment fund sponsors and providing market intelligence and strategic client advisory services relating to private credit and private credit funds. Kate frequently advises on rated note funds, collateralized fund obligations and other insurance capital-efficient structures.
Soledad Reija
Senior Director, Funds
KBRA
About Soledad Reija
Soledad Reija is a Senior Director at KBRA Europe. She joined KBRA in 2022 and focuses on rating fund finance transactions, including net asset value (NAV) facilities and collateralised fund obligations (CFO). Prior to joining KBRA, Soledad was an associate director at FIX SCR (an affiliate of Fitch Ratings) in Buenos Aires. From 2014, she worked as a credit risk analyst covering structured and project finance transactions. Soledad received a BSc. in economics from the Pontificia Universidad Catolica Argentina and an MSc. in corporate finance from the Universidad del CEMA.
Haseeb Waseem
Senior Managing Director
Evercore
About Haseeb Waseem
Haseeb is an Associate on the Credit Liquidity Solutions team within the Fixed Income & Currencies division at Macquarie Group. In his role, Haseeb and the team provides unique fund financing, liquidity and warehousing solutions to credit fund managers globally, including short-term funding for middle market & broadly syndicated loans. He joined Macquarie’s NYC office in 2021 as part of the graduate rotational program where he worked on Latin American private credit, commodity markets financing, and credit markets. Haseeb holds a Bachelor’s degree in Finance with a Minor in Artificial Intelligence & Machine Learning from Villanova University.
Angela Ulum
Partner
Mayer Brown
About Angela Ulum
Angela Ulum is a partner in Mayer Brown’s Chicago office and a co-leader of Mayer Brown’s Banking & Finance practice. She is a member of the Structured Finance practice and has extensive experience representing issuers, borrowers, and commercial and investment banks in a variety of securitization and other structured finance transactions, with an emphasis on market participants in the auto and equipment sectors. Angela’s experience has involved the issuance and sale of publicly registered, 144A/Reg S and privately placed asset-backed securities, revolving and amortizing syndicated and bilateral financing facilities, portfolio purchases and sales, equipment loan and lease syndications and third-party servicing arrangements. Her experience includes representing captive finance companies, banks, independent finance companies and investors in transactions involving a wide variety of assets, including auto leases, auto loans, dealer floorplan, fleet leases, equipment leases and loans, participations, and esoteric and new asset classes. According to Chambers Global, Angela is "extremely knowledgeable and easy to work with," and “has extensive expertise in ABS transactions.” Clients praise Angela in Chambers USA, noting that “she is CHICAGO +1 312 701 7776 AULUM@MAYERBROWN.COM "Angela is fantastic. She is a very respected issuer counsel - the complete package. Clients love her." "She's an excellent lawyer - knowledgeable, collaborative and a good advocate for clients." "Angela is very easy to work with. She is able to take very complex issues and distill them down so non-lawyers can understand." CHAMBERS USA 1 excellent: very methodical and organized. You know that when you're working with Angela, you're not wasting time on anything frivolous." Additionally, Legal 500 USA recognizes Angela as a “next generation lawyer."
Ann Richardson Knox
Partner
Mayer Brown
About Ann Richardson Knox
Ann Richardson Knox is the office practice leader of the New York Banking & Finance practice and is the Global Head of Mayer Brown’s Fund Finance team. Ann previously served on the firm’s Partnership Board. Ann has spent over 25 years structuring complex financings to US and global private funds, sponsors and portfolio companies and has represented both financial institutions and funds. Ann’s vast experience encompasses financings at every level of the capital stack and every phase of a fund’s existence. Ann represents major domestic and foreign investment and commercial banks as lead agent and arranger in connection with subscription credit facilities and net asset value facilities. She has been lead counsel on many of the largest and complex such facilities to funds sponsored by the world’s preeminent fund sponsors and led the first ESG subscription credit facility in the US market. Ann’s practice also includes structuring novel solutions to provide leverage on fund portfolio assets, including private equity limited partnership interests, real estate, infrastructure, debt and portfolio companies. Notably, Ann led the first such portfolio leveraging financings to secondary funds more than twenty years ago. Ann has been involved with the Fund Finance Association and Women in Fund Finance industry groups since their inception and currently serves on the US Advisory Board of the Fund Finance Association and is the US Co-Chair of the Women in Fund Finance.
Mustafa Tayeb
CFO
MGG Investment Group
About Mustafa Tayeb
Mr. Tayeb is the Chief Financial Officer at MGG Investment Group. In this capacity, Mr. Tayeb oversees all financial operations of the firm. Prior to joining MGG, Mr. Tayeb was a Principal and Controller at Apollo Investment Corporation, a publicly traded Business Development Company. At Apollo, he led day-to-day operations of finance and accounting, including supervision of middle office services and tax matters. Mr. Tayeb was also responsible for monthly and quarterly NAV and SEC filings, daily treasury operations (including managing a $1+ billion revolving multi-currency credit facility) and led quarterly investment valuations, annual budgeting, internal controls assessment, and reporting. Previously, he served as Director of Accounting for four years at Avenue Capital Group, a $12+ billion credit-focused asset manager with hedge, private equity, and real estate funds. There he was responsible for quarterly and annual financial statements, monthly valuations, reporting, and internal controls assessment, for various hybrid private equity/credit hedge funds and various management/corporate entities. Mr. Tayeb was also responsible for the accounting and financial reporting of three CLOs with more than $1 billion in assets under management. He also spent a decade at PricewaterhouseCoopers LLP in New York, the U.K., and Asia, and KPMG LLP in Singapore. Mr. Tayeb is a CPA licensed in New York, and a Chartered Accountant, and holds an MBA and Bachelor of Commerce from the University of Karachi, having obtained a 1st position in citywide uniform exams.
Jeremy Deutsch
Principal, Private Equity
Neuberger Berman
About Jeremy Deutsch
Jeremy Deutsch is a Principal and Investment Professional at Neuberger Berman. Prior to joining Neuberger Berman Private Equity in 2019, Mr. Deutsch worked in Financial Sponsors Investment Banking at Barclays, where he advised Private Equity clients and their portfolio companies on M&A and financing transactions. Prior to Barclays, Mr. Deutsch worked as an Investment Associate at Neuberger Berman on the Multi-Asset Class team, where he focused on investment research and portfolio management across global asset classes. Mr. Deutsch began his career in business development at AQR Capital Management. He received an MBA from the Tuck School of Business at Dartmouth College and a BA in Economics and Environmental Studies from Amherst College.
Tushar Bindal
Vice President
New Mountain Capital
About Tushar Bindal
Tushar Bindal, Vice President, joined New Mountain Capital in 2023. He is primarily dedicated to New Mountain’s credit business, focusing on private credit products and Collateralized Loan Obligations (CLOs). Prior to joining New Mountain, he was a Vice President in the Investment Banking Division at Goldman Sachs where he structured and distributed over 50 CLOs. He began his career in finance in 2015 working in the Investment Banking Division at Goldman Sachs. Prior to CLOs, he focused on structuring and distributing derivatives across foreign exchange and interest rate products. Mr. Bindal holds a Bachelor of Engineering degree in Computer Engineering from the University of Delhi (Delhi College of Engineering) and a Postgraduate Diploma in Management from the Indian Institute of Management Calcutta. He is a CFA Charterholder.
Slade Spalding
Partner
NLC Capital Partners
About Slade Spalding
Slade is responsible for leading and managing GP relationships. Slade has over 17 years of private equity and banking experience. Prior to co-founding NLC, Slade was Co-Head of Capital Call Financing and the Head of GP Financing at Investec’s Funds Solutions team. Slade was one of the original members to join Investec’s Fund Solutions team and during his time ran and executed over €5.5bn of fund finance transactions globally across 30 fund managers and 45 funds including capital call, secondaries, GP led, NAV, and GP financing. Slade formed part of the Fund Solution’s investment committee and was instrumental in originating and developing deep client relationships which drove turnover growth by more than 8 times and saw the team increase from 4 to over 20. Slade started his career in South Africa and moved to the UK in 2008 as part of Investec’s treasury team to build out the institutional deposit base. Slade holds a Bachelor of Information Systems from Bond University and is a Chartered Management Accountant.
Neno Raic
Partner
NLC Capital Partners LLP
About Neno Raic
Neno is responsible for the overall management of NLC. Prior to forming NLC, Neno was Head of Investec’s Fund Solutions Sales and Distribution. In this capacity, Neno built Fund Solutions fundraising capabilities, raising first institutional capital in 2018 and over three years scaled the business to over €3bn of third-party capital. During his time at Investec Neno also grew fund finance loan distribution by more than 20 times, from €200m to over €4bn. Neno was part of Fund Solutions investment committee. Prior to becoming the Head of Fund Solutions Sales and Distribution, Neno was part of Investec’s New York Fund Solutions team responsible for origination and structuring of fund financing loans. Originally from Croatia, Neno moved to New York to attend university. Neno started his career at Lloyds Banking Group, where he worked in financial institution team focusing on Fund Finance. Neno holds Bachelor of Business Administration from Baruch Zicklin School of Business.
Jed Johnson
Head of GP Solutions
ORIX USA
About Jed Johnson
Jed Johnson is Head of the GP Solutions business at ORIX Corporation USA, overseeing investments in GP-led secondary transactions including fund financing, continuation funds, and GP financing. Mr. Johnson has over 26 years of experience in private equity investments, including control, non-control, structured equity, GP seeding, GP stakes, and GP solutions transactions focusing on the lower middle-market. He joined the firm in 2022 and is based in Dallas. Prior to joining ORIX USA, Mr. Johnson served as Senior Managing Director and Portfolio Manager with CH Investment Partners, a $5 billion family office, where he built the firm’s private equity investment strategies to approximately $1.5 billion of AUM. Before joining CH Investment Partners, Mr. Johnson was a Managing Director with Parallel Investment Partners, a Dallas-based private equity firm, where he executed over 20 private equity acquisition, restructuring, financing, and exit transactions involving lower middle-market companies. Prior to joining Parallel, he worked at Summit Partners, a leading global private equity firm, where he invested in owner-operated growth companies in the technology sector. Mr. Johnson began his career in finance with Robertson Stephens, an emerging growth investment bank. Mr. Johnson earned an AB in American Studies from Stanford University.
Oliver Nisenson
Head of Asset Based Financing
PGIM Fixed Income
About Oliver Nisenson
Darren Thomas
Portfolio Manager
PIMCO
About Darren Thomas
Mr. Thomas is an executive vice president and portfolio manager in the New York office. He is responsible for liability management of PIMCO’s private strategies globally. Prior to joining PIMCO in 2018, he worked for Goldman Sachs in its FICC division, holding a variety of positions in structured products trading and client financing. He has 20 years of investment experience and holds an undergraduate degree in economics from Dartmouth College.
Matt Ruggiero
Partner, Strategic Advisory
PJT Partners
About Matt Ruggiero
Thomas Brigandi
Managing Director, Investment Research and Relationship Management
RisCura Solutions (U.S.A.) LLC
About Thomas Brigandi
Thomas (Tom) Brigandi, CFA serves as Managing Director, Investment Research and Relationship Management at RisCura Solutions (U.S.A.) LLC, a division of RisCura, the largest emerging & frontier market-domiciled investment consultancy by assets under advisement (AUA), with roughly US$200 billion in pension fund assets. Of the roughly US$200 billion in AUA, approximately US$70 billion is invested in US markets, and RisCura also manages or administers roughly US$10 billion in Fund of Fund assets globally. Additionally, Brigandi serves on RisCura's Global Fixed Income Manager Selection Working Group. Brigandi formerly served as Chair of the Board of CFA Society New York (CFANY), one of the largest CFA Institute Societies. Brigandi, CFA Institute's Inaugural Global Outstanding Young Leader & 2021 Americas Volunteer of the Year, has organized over 100 in-person CFA Society conferences globally that were attended by over 19,000 investment professionals, in addition to over 50 virtual conferences that have reached tens of thousands of participants globally. These events featured over 400 senior asset owner and investment consultant speakers who represent organizations that collectively oversee or advise on more than $75 trillion in fiduciary assets. Brigandi maintains over 18,000 connections on LinkedIn and holds a Bachelor of Science in Finance, Accounting and Economics from the Macaulay Honors College (MHC) at the City University of New York. Brigandi received the college’s inaugural Alumni Pioneer Award and serves on the MHC Foundation Board of Directors as Treasurer.
Vaibhav Kalia
VP, Head of Fixed Income
Selective Insurance
About Vaibhav Kalia
Vaibhav Kalia is a Senior PM and Head of Fixed Income at Selective Insurance with oversight over the firm’s $10B+ General Account. Over the last decade at Selective, he has been involved with investment strategy, manager due diligence and direct investments across fixed income and alternatives. Previously, he spent 3 years at BlackRock and 4 years at HSBC Securities in various roles in structuring, trading, and risk management.
Devi Aurora
Managing Director & Analytical Manager, Financial Services Ratings
S&P Global Ratings
About Devi Aurora
Based in New York, Devi Aurora is Managing Director and Analytical Manager at S&P Global Ratings. She heads a diversified portfolio of U.S. financial institutions in S&P’s ratings practice, and her team of experienced analysts has a portfolio that covers U.S. banks, securities firms, financial market infrastructure companies, and alternative funds. As team leader, she manages relationships with issuers and investors, and is responsible for ensuring analytical rigor and consistency across financial institutions and alternative funds ratings. Prior to her most recent position, she served as a senior member of the global Financial Institutions team, where she analyzed banks and other financial institutions and specialized in research and thought-leading commentaries on banking industry trends and regularly represented S&P’s views on these topics. Devi began her career as an international macroeconomist and country risk expert at DRI/Global Insight. She subsequently specialized in fixed income research and corporate credit trends analysis for S&P Global, with a focus on default research and leveraged finance. She has 25 years of experience with credit analysis, fixed-income analytics, economic modeling and forecasting. Devi holds a M.A. degree in international economics from Yale University and a B.A. degree in Economics and French from Vassar College, where she graduated Phi Beta Kappa.
Eno Usoro
Partner
Sidley Austin
About Eno Usoro
Eno Usoro is a partner in the Global Finance group in Sidley’s New York office. She focuses her practice on structured finance, with a particular emphasis on fund finance and commercial real estate (CRE) securitization). In the fund finance space, Eno represents issuers, sponsors, asset managers, and investors in connection with NAV facilities, collateralized fund obligations (CFOs), and rated feeder funds. In the CRE securitization space, Eno represents sponsors, issuers, collateral managers, special servicers, underwriters, loan sellers, and placement agents in managed and static commercial real estate collateralized loan obligations (CRE CLOs) and public and private commercial mortgage-backed securities (CMBS). Eno also represents lenders in connection with pari passu and A/B mortgage loan intercreditor and participation agreements, lenders and borrowers in trade and consumer receivables financings and purchasers and sellers in forward flow purchasers of various asset classes. Eno is admitted to the bar in both New York and Nigeria. Eno received her Master’s degree in law from Columbia Law School and degrees in law from University College London and Nigerian Law School.
David Solow
Partner
Sidley Austin
About David Solow
David Solow is a partner in the Global Finance group in Sidley’s Chicago office. He focuses his practice on asset-backed finance (ABF), structured finance, securitization and fund finance transactions, including regularly representing sponsors, issuers, agents and investors in collateralized fund obligations (CFOs) and rated note feeder transactions. David represents private equity funds, credit funds and other investment funds, banks, insurance companies, asset-backed commercial paper conduits, corporate borrowers and other financial intermediaries in these transactions, as well as in forward flow purchase, secured lending and special situations transactions. Financings and acquisitions of consumer loans and receivables, including personal loans, point-of-sale loans, student loans and credit card receivables, comprise a significant portion of his practice. David graduated from Harvard Law School cum laude and University of Illinois magna cum laude. Prior to joining Sidley, David served as a law clerk to the Honorable Mary M. Schroeder of the United States Court of Appeals for the Ninth Circuit.
Adam Risell
Partner
Simpson Thacher & Bartlett LLP
About Adam Risell
Adam Z. Risell is a Partner in Simpson Thacher’s Investment Funds Practice and is based in the Washington, D.C. office. He advises asset managers and sponsors in connection with a broad range of capital raising activities utilizing structured finance technology, including the formation of complex investment vehicles, such as rated note fund structures, collateralized fund obligations (“CFOs”), and securitizations and other capital-efficient investment products, including those designed for investment by insurance companies. He also advises on the development and distribution of collateralized loan obligation (“CLO”) captive funds, risk retention vehicles and other similarly specialized funds. Adam also counsels business development companies (“BDCs”) and other registered funds relating to structured financing techniques. Adam received his B.S. in Integrated Business and Engineering, Finance from Lehigh University in 2007 and his M.B.A. from the University of Virginia Darden School of Business in 2011. He received his J.D. from the University of Virginia School of Law in 2011 and is admitted to practice in New York and the District of Columbia.
Soyoun Ahn
Managing Director, Investments
Temasek
About Soyoun Ahn
Soyoun Ahn joined Temasek in July 2017 in the New York office and serves as Managing Director. In her role, she oversees Real Estate and Credit-oriented opportunities. Soyoun’s work experience has focused on principal investments to privately held companies. She previously held positions at TPG Special Situations Partners (now operating as Sixth Street Partners) and J.P. Morgan’s Syndicated & Leveraged Finance Group. Soyoun received her Bachelor’s degree in Economics from the University of California, Berkeley.
Curt Fintel
Founder & Principal
Variant Investments
About Curt Fintel
Curt Fintel is a principal and co-founder of Variant with over 25 years of experience in the industry. Prior to founding Variant, Curt was the Chief Investment Strategist at CTC | myCFO. Before joining the organization in 1996 , Curt worked as a computer consultant for Iowa State University’s College of Business. Curt is a member of the CFA Society of Portland and has been a CFA charterholder since 1999. He received a BS and MS in Economics from Iowa State University and constructed his graduate thesis on the empirical analysis of alternative option valuations.

