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Women in Fund Finance Event

WFF Americas: Who is Lending? - Perspectives from Banks and Fund Sponsors in a Volatile Market

November 07, 2023
5:30 PM - 8:00 PM EST
New York, NY

Higher interest rates and bank volatility have contributed to disruption in the fund finance banking sector. How do fund sponsors chart a course for their fund financing needs throughout a fund's life cycle? Please join us for a discussion on the following topics:

  • Large banks versus mid-cap banks – where do each fit in a fund sponsor’s overall financing strategy?
  • Being important to your banks – what non-financing business needs to be considered to make you a strategic client to a bank?
  • Hold levels and pricing – rising interest rates, capital requirements and liquidity scarcity are impacting facility terms. As many fund sponsors seek replacement lenders, what should they expect?
  • Will non-bank lenders fill part of the void?

Registration has reached capacity at this time.

Registration is open on a first-come, first-served basis. If this event becomes oversubscribed, Women in Fund Finance reserves the right to limit the number of attendees from each firm, in order to allow for participation from all of our sponsor firms.


5:30 – 6:15 pm – Registration & Networking w/ Cocktails and light bites

6:15 – 7:15 pm – Panel Discussion

7:15 – 8:00 pm – Additional networking w/ Cocktails and light bites


Fawcett, Chuck (TriState Capital Bank)
Chuck Fawcett

TriState Capital Bank

Johnston, Jeff (EverBank)
Jeff Johnston


Kahn, Steven (Assured Guaranty)
Steven Kahn

Assured Guaranty

Mastrogiannis, Micaela (KKR)
Micaela Mastrogiannis

KKR & Co. Inc

Pelletier, Andy (Morgan Stanley Private Bank, National Association)
Andy Pelletier

Morgan Stanley Private Bank, National Association

Sponsored by

Morgan Stanley Private Wealth Management
TriState Capital Bank


The National Arts Club

15 Gramercy Park S
New York, NY 10003
The National Arts Club

The National Arts Club