Name: NextGen CFO Panel and Holiday Networking
Start: 2022-12-07T17:30:00Z
End: 2022-12-07T20:00:00Z
Location: Macquarie Capital

NextGen Event

NextGen CFO Panel and Holiday Networking

December 07, 2022

5:30 PM - 8:00 PM EST

New York, NY

The US NextGen committee would like to invite you to join them for an engaging discussion with private fund CFOs followed by networking.

Speakers

Alex Bockler

Bonaccord Capital Partners and Hark Capital

Alex Bockler

Chief Financial Officer | Bonaccord Capital Partners and Hark Capital

Alex is the CFO of Bonaccord Capital Partners and Hark Capital. He is responsible for finance, accounting, tax, and operations for the Bonaccord and Hark funds.

Alex previously supported Bonaccord and Hark at Aberdeen Standard Investments (“ASI”). Prior to ASI, Alex was a Senior Associate in the Private Bank of JP Morgan in New York. Alex led the annual audit and operations for a mix of Direct Investment Private Equity Funds, Fund of Fund, and Hedge Fund products. He began his career with the Bank of New York Mellon as an accountant for publicly traded ‘40 Act funds.

Alex received a B.S. from La Salle University.

Alexia Kalfas

TMV

Saaima K. Shahin

New Mountain Capital

Saaima K. Shahin

Managing Director & Private Equity CFO | New Mountain Capital

Saaima K. Shahin, Managing Director and Private Equity Chief Financial Officer, joined New Mountain Capital in 2015. In this role, Saaima oversees the financial reporting, accounting and administration of New Mountain’s private equity funds and the firm’s general partner operations. She brings over twenty years of experience managing private equity and venture capital accounting, portfolio company valuations, reporting and financial systems. Prior to joining New Mountain, Saaima worked at Lime Rock Partners and Bessemer Venture Partners. She began her career at Arthur Andersen, followed by Deloitte & Touche, where she was responsible for developing client relationships and overseeing private equity and venture capital audit engagements. Saaima is the US Committee Member of the Women in Fund Finance organization. New Mountain Capital, together with its affiliates, manages private equity, credit and net lease capital with aggregate assets under management totaling more than $35 billion.

Annabella Kwei

Stifel Bank

Annabella Kwei

Vice President | Stifel Bank

Annabella Kwei heads up North East originations at Stifel Bank’s Venture and Fund Banking Group. Annabella provides private equity and venture capital firms with various financing solutions, such as subscription lines, management company lending and GP capital commitment finance. She also provides venture debt to portfolio companies.

Annabella has over six years of experience in fund finance and is a member of Fund Finance Association’s Women in Fund Finance Committee, Next Gen Committee and Marketing Committee. She holds an accelerated B.A.-M.A. degree from Barnard College and Columbia University.

Sponsored by

Appleby

Appleby is one of the world’s leading offshore law firms, and a market-leader in the Fund Finance sector.

Our experienced Fund Finance team are experts in advising banks, funds and finance providers in the development of sophisticated financing solutions. We have advised on a variety of different financing structures involving funds that have ranged from a hundred million to billions of dollars in subscribed investor commitments.

The team have also advised on hundreds of subscriptions, NAV, hybrid, ESG and asset-backed facilities across numerous structures including multiple fund and collateral structures; partnerships and corporate vehicles as borrowers and guarantors; and multi-currency facilities and multiple loan tranches with multiple levels of collateral.

Appleby holds a strong reputation and history in this market space and is a founding member of the Fund Finance Association.

Sidley Austin LLP

Sidley is an elite global law firm powered by lawyers who practice at the highest level of the profession. Backed by 156 years of experience, we deliver superior service to a high-caliber group of market-leading clients worldwide, while placing a premium on collaboration and diversity. Our firm boasts a roster of 2,300 lawyers who wield deep experience in transactional, regulatory, and litigation matters spanning over 50 legal disciplines and industries.

Our fund finance practice is a team of highly skilled and dedicated practitioners at the forefront of the rapidly expanding fund finance market. With vast experience in all types of fund financing products we build and maintain deep relationships with fund, borrower, and lender side clients. We have experience with every major investment fund strategy and asset class, including many esoteric asset classes, and we represent our clients in all aspects of the structuring, negotiation, administration, restructuring, and termination of fund finance transactions. With 21 offices situated in major commercial and financial capitals around the world, our lawyers possess the cultural awareness and legal acumen needed to advise clients in today’s global economy.

We are nationally recognized by several industry publications, including:

Consistent Tier 1 rankings in Banking and Finance Law

U.S. News – Best Lawyers “Best Law Firms” survey 2022

Two Time “Investment Funds Team of the Year for the U.S.” Recipient

Chambers USA

Venue

Macquarie Capital

: 125 W 55th St
New York, NY 10019
Map

: 1 (212) 231-1000

: Macquarie Group