Women in Fund Finance Event

WFF US: Charlotte Conversation Series

Name: WFF US: Charlotte Conversation Series
Start: 2022-10-25T17:30:00Z
End: 2022-10-25T20:30:00Z
Location: Foundation For the Carolinas

October 25, 2022

5:30 PM - 8:30 PM EDT

Charlotte, NC

Women in Fund Finance is pleased to bring you the first installment of our “Charlotte Conversations” Series. This inaugural event will function as both a networking event for the broader Charlotte-based fund finance community and a panel discussion on banking and finance careers in Charlotte.

Our panel will feature five senior professionals at a range of institutions in Charlotte each playing a key role in the fund finance industry. We will be discussing our panelists’ experience working in Charlotte, including during the pandemic, the importance of Charlotte to the fund finance and broader finance markets, their firm’s commitment to Charlotte and more!

Panel:

Mike Henry, Managing Director, Subscription Finance, U.S. Bank
Melissa Logan, Managing Director, Associate General Counsel, Barings
Stephanie Lynch, Co-Founder, Partner, Global Endowment Management
John McCally, General Counsel, Churchill Asset Management
Richard Wheelahan, Managing Director and Co-Founder, Fund Finance Partners

Co-Moderators:

Karrie Jerry, Chief Compliance Officer, Axxes Capital Inc.
Holly Loftis, Partner, Fund Finance, Haynes and Boone

Agenda

5:30-6:00 - Check-in

6:00-7:00 - Panel Discussion

7:00-8:30 - Cocktail and Networking reception

Speakers

Mike Henry

U.S. Bank

Karrie Jerry

Axxes Capital Inc

Holly Loftis

Haynes Boone

Melissa Logan

Barings

Stephanie Lynch

Global Endowment Management

John McCally

Churchill Asset Management

Richard Wheelahan III

Fund Finance Partners

Richard Wheelahan III

Managing Director and Co-Founder | Fund Finance Partners

For over 15 years, Richard has been advising fund sponsors and lenders, in both an advisory and principal capacity. Prior to co-founding FFP, Richard was the General Counsel, Chief Compliance Officer and a Director of a $3 billion asset manager investing debt and equity in lower middle-market companies. During his ten-year tenure, Richard executed numerous capital markets initiatives on behalf of the firm’s investment vehicles and oversaw fund formation activity, developing comingled funds, SMA concepts, a NASDAQ-listed BDC, and joint ventures.

Richard also executed financings for the foregoing, including but not limited to subscription facilities, corporate and SPV revolvers, total return swaps, hybrid and NAV credit facilities, GP/asset manager lines of credit and securitizations of credit assets.

Richard’s breadth of asset management experience presents valuable, innovative expertise to fund sponsors dealing with fundraising, investor relations, compliance, financing, and portfolio management challenges and opportunities.

Richard began his career as an attorney with two large law firms, representing Fortune 500 companies, privately held entities and alternative asset managers with M&A and capital markets activities, and financial institutions in the execution of leveraged finance and securitization transactions.

Sponsors

Fund Finance Partners

Fund Finance Partners (“FFP”) is led by a team of finance and asset management professionals dedicated to the innovation and growth of debt capital solutions for private and public fund sponsors. Our partners have overseen numerous types of fund finance products, spanning various fund sponsors, asset managers, investors, investment strategies, lenders and types of collateral. Whether it's the most complex of hybrid facilities, the simplest subscription financings, or debt capital for the fund sponsor's platform, FFP has the track record and network to implement these solutions, start to finish. Our streamlined approach saves time and money for all parties, allowing fund sponsors to focus on their core investment strategies and asset management goals. For more information, visit fundfinancepartners.com or email us at info@fundfinancepartners.com.

Haynes and Boone

Haynes Boone is a leading U.S. corporate law firm whose attorneys were instrumental in developing the structure and documentation for subscription financing in the early 1990s. With over 30 years of industry experience in the global subscription financing market, our Fund Finance Practice has worked through numerous business cycles, taking a multi‐disciplinary approach to working with clients and their customers on each transaction, preserving the lender‐borrower relationship by conducting all negotiations with an understanding of the fund’s business issues, while preserving each fund’s relationship with its investors. Our work in the global subscription financing market has been recognized by The Drawdown as Fund Finance Advisory Firm of Year and by Private Equity International’s Global Annual Awards as one of the top law firms in the “Transactions” category for both Asia and North America. Our global team’s focus is a collaborative team approach with an emphasis on partner‐led deals. Our fund finance team of over 70 attorneys and specialists advises on all types of fund finance including subscription financing, NAV/Hybrid, unencumbered asset pool financing, employee co-invest, GP support and management fee financings. Haynes Boone has offices in New York, California, Charlotte, Chicago, Denver, Washington D.C., London, Mexico City, Shanghai and across Texas, representing agent banks in Fund Financings in Asia, Europe, Latin America and North America. With over 700 lawyers, Haynes Boone is ranked among the largest U.S.‐based firms by The National Law Journal.

Mayer Brown

Mayer Brown, the founding sponsor of the Annual Subscription Facility and Fund Finance Symposium, is a global legal services organization advising clients across the Americas, Asia and Europe. Our presence in the world’s leading markets enables us to offer clients access to local market knowledge combined with global reach. Mayer Brown’s finance platform is based on the Firm’s global position and our balanced and integrated practice, which encompasses all the focused skill sets that our clients demand— from cross-border acquisition finance and international capital markets work to project finance, structured finance, and derivatives.

Mayer Brown is a market leader and has acted as Adviser to Lenders and Funds on over 500 subscription credit facilities in the last two years. The firm has relationships with every major US lender along with the majority of active lenders in the European and Asian markets. The team has led transactions funded by balance sheet lenders and commercial paper conduits as well as large syndicated facilities to accommodate various types of insurance companies. Its lawyers are experienced documenting the full suite of fund and portfolio-level financings including subscription-backed credit facilities, NAV facilities, private placements, equity commitment facilities, hybrid facilities, open-end fund facilities, management fee credit lines and an assortment of leveraged asset level transactions.

Venue

Foundation For the Carolinas

: 220 N Tryon St
Charlotte, NC 28202
Map

: +17049734500

: https://www.fftc.org/