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FFA Event

11th Annual Global Fund Finance Symposium

February 16 - 18, 2022
MIAMI BEACH, FL
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The Fund Finance Association’s annual symposiums bring together investors, fund managers, bankers and lawyers for education and networking within the fund finance market. FFA hosts annual events in Miami, London, and Asia. The 2020 Symposiums were attended by over 1,700 industry professionals representing over 500 firms.

COVID Policy

By registering for and attending the Fund Finance Association’s (the “FFA”) Global Fund Finance Symposium (the “Symposium”):
You acknowledge the contagious nature of COVID-19 and its variants and voluntarily assume all risk that you may be exposed to or infected by COVID-19 or its variants by attending any Symposium event and that such exposure or infection may result in personal injury, illness, permanent disability, and death to you or those with whom you come into close contact.

You further acknowledge and agree to accept sole responsibility for any injury (including, but not limited to, personal injury, disability, and death), illness, damage, loss, claim, liability, or expense, of any kind, to you or those with whom you come into close contact (including your household members)(“Claims”) by attending any Symposium event. You hereby release, covenant not to sue, discharge, and hold harmless the FFA, its employees, board of directors, Symposium planning contractors, and representatives, of and from any Claims, including all liabilities, claims, actions, damages, costs or expenses of any kind arising out of or relating thereto.

You further understand and agree that this release includes any Claims based on actions, omissions, or negligence of the FFA, its employees, board of directors, Symposium planning contractors and representatives, whether a COVID-19 or one if its variants infection occurs before, during, or after participation in any FFA event including the Symposium.

You agree to abide by posted rules, warning or instructions by the FFA, the venues where the various Symposium events are held and any applicable government authority with respect to social distances, adherence to any dress code (including mandatory face coverings) and sanitation guidelines.

You further agree not to attend any Symposium event if you are diagnosed with or suspect that you may have been infected by COVID-19 or one of its variants or have come into contact with anyone who has been diagnosed with or suspect that they may have been infected by COVID-19 or one of its variants within 5 days of the date of the Symposium event, and in the event you become ill or suspect you have been infected with COVID-19 or one of its variants, you agree to immediately discontinue your participation in the Symposium and alert the FFA via e-mail.

If you cannot agree to or accept the foregoing, DO NOT ATTEND THE SYMPOSIUM. Failure to agree to or abide by any of the foregoing may result in denial of entry or immediate expulsion from the Symposium, in the FFA’s sole discretion, in addition any and all remedies which may be available to the FFA, in equity or at law.

Agenda as of 02/08/22. Subject to Change.

Abramo, Caroline (Pana)
Caroline Abramo

Pana LCE

Arougheti, Mike (Ares)
Mike Arougheti

Ares

Bailey, Tim (Fortress)
Tim Bailey

Fortress Investment Group LLC

Baumberger, Kelsey (Milbank LLP)
Kelsey Baumberger

Milbank LLP

Beardsley, Peter (Loeb & Loeb)
Peter Beardsley

Loeb & Loeb LLP

Beck, Michaela (KKR)
Michaela Beck

KKR

Bolingbroke, Michelle (FFA)
Michelle Bolingbroke

Fund Finance Association

Bowen, Kiel (Mayer Brown)
Kiel Bowen

Mayer Brown LLP

Chagan, Roshan (Ares)
Roshan Chagan

Ares

Cohen, Christen (BoA)
Christen Cohen

B of A Securities

Colarusso, Tony (Morgan Stanley)
Tony Colarusso

Morgan Stanley

Colombo, Steven J. (Goldman Sachs)
Steven J. Colombo

Goldman Sachs Asset Management

Constantinou, Tommy (SuMi TRUST)
Tommy Constantinou

Sumitomo Mitsui Trust Bank, Ltd.

Cooley, Donald (Latham & Watkins LLP)
Donald Cooley

Latham & Watkins

Du, Vicky (Standard Chartered)
Vicky Du

Standard Chartered

Dworkin, Meyer (Davis Polk)
Meyer Dworkin

Davis Polk

Elliott, Sarah (NAB)
Sarah Elliott

National Australia Bank Limited

Emerson, Annemieke (Comerica)
Annemieke Emerson

Comerica Bank

Falta, Dan (ANZ)
Dan Falta

ANZ

Feinberg, Jeff  (CNB)
Jeff Feinberg

City National Bank

Francis, Sarah (Maples Group)
Sarah Francis

Maples Group

Frank, Jeff (Angelo Gordon)
Jeff Frank

Angelo Gordon

Franklin, Ron (Proskauer)
Ron Franklin

Proskauer

Galletta, Christopher (SMBC)
Christopher Galletta

SMBC

Golaszewski, Richard (17Capital)
Richard Golaszewski

17Capital

Goldman, Leslie (The Artemis Fund)
Leslie Goldman

The Artemis Fund

Grant, Andrew (Mourant)
Andrew Grant

Mourant

Gregersen, Terrence (Natixis)
Terrence Gregersen

Natixis

Hatton, Terry  (MUFG)
Terry Hatton

MUFG

Hicks, Tim (Cadwalader)
Tim Hicks

Cadwalader, Wickersham & Taft LLP

Hirsch, Jocelyn (Kirkland)
Jocelyn Hirsch

Kirkland & Ellis LLP

Hooper, Todd (Goldman Sachs)
Todd Hooper

Goldman Sachs

Huisman, Shari (Thoma Bravo)
Shari Huisman

Thoma Bravo

Johnston, Jeff (Wells Fargo)
Jeff Johnston

Fund Finance Association

Jones, Bronwen  (Reed Smith)
Bronwen Jones

Reed Smith

Jordan, Nick (CIBC)
Nick Jordan

CIBC BANK USA

 Kaalund, Sekou (JPMorgan)
Sekou Kaalund

JPMorgan’s Corporate and Investment Bank

Knox, Ann Richardson (Mayer Brown)
Ann Richardson Knox

Mayer Brown

Kohen, Julia (Simpson Thacher)
Julia Kohen

Simpson Thacher

Lawler, Laurie (Société Générale)
Laurie Lawler

Société Générale

Lessar, Steve (Blackrock)
Steve Lessar

Blackrock

Lewis, Michael (Keynote)
Michael Lewis

Best-Selling Author of The Premonition, Moneyball, The Blind Side, and The Big Short

Maier, Jeff (First Republic Bank)
Jeff Maier

First Republic Bank

Marsh, Christina (Nomura)
Christina Marsh

Nomura

Mascia, Mike  (Cadwalader)
Mike Mascia

Fund Finance Association

Mastrogiannis, Micaela (KKR)
Micaela Mastrogiannis

KKR & Co. Inc

McBride, Keenan (Morgan Stanley)
Keenan McBride

Morgan Stanley

McLeod, Kevin (Cerberus)
Kevin McLeod

Cerberus Capital Management

Meigh, Tina (Maples Group)
Tina Meigh

Maples Group

Mitra, Nick  (Société Générale)
Nick Mitra

Société Générale

Monfared, Sam (Preqin)
Sam Monfared

Preqin

Morrell, Brett ( Derivative Path)
Brett Morrell

Derivative Path

Morrison, Shelley (abdrn)
Shelley Morrison

abdrn

Nader, Jad (Ogier)
Jad Nader

Ogier

O’Connor, Michael (Conyers)
Michael O’Connor

Conyers

O’Sullivan, Mark (Dyal Capital)
Mark O’Sullivan

Dyal Capital

Pariso, Chrissie Chen (MPowered)
Chrissie Pariso

MPowered Capital

Peck, Geoff (MoFo)
Geoff Peck

Morrison & Foerster

Phillips, Alex (PNC)
Alex Phillips

PNC

Plasky, Ryan S.  (Fried Frank)
Ryan S. Plasky

Fried, Frank, Harris, Shriver & Jacobson LLP

Powers, Tim (Haynes Boone)
Tim Powers

Haynes Boone

Pullinger, Georgina (Appleby)
Georgina Pullinger

Appleby

Puri, Natasha (Lloyds Bank)
Natasha Puri

Lloyds Bank

Ramirez, Shana (Katten)
Shana Ramirez

Katten

Rao, Ram (Macquarie)
Ram Rao

Macquarie

Riordan, Ryan (MUFG Securities)
Ryan Riordan

MUFG Securities

Rocco, Joe (Blackstone)
Joe Rocco

Blackstone

Russell, Alistair (Carey Olsen)
Alistair Russell

Carey Olsen

Rutkovsky, Steve (Ropes & Gray)
Steve Rutkovsky

Ropes & Gray LLP

Sankhe, Swapnil (Standard Chartered Bank)
Swapnil Sankhe

Standard Chartered Bank

Schluter, Darren (PJT Partners)
Darren Schluter

PJT Partners

Schwitzer, Eric (Paul Hastings)
Eric Schwitzer

Paul Hastings

Shahin, Saaima (New Mountain Capital)
Saaima K. Shahin

New Mountain Capital

Shcherbakov, Konstyantyn (BNY Mellon)
Konstyantyn Shcherbakov

The Bank of New York Mellon

Sheth, Pramit (KBRA)
Pramit Sheth

KBRA

Shultz, Brent (Haynes Boone)
Brent Shultz

Haynes Boone

Simpson, Guy (Bridge Bank)
Guy Simpson

Bridge Bank

Snelson, Sherri (White & Case)
Sherri Snelson

White & Case

Soogrim, Ed (Comerica)
Ed Soogrim

Capital One Bank

Sorkin, Jenn (Fortress Investment Group)
Jenn Sorkin

Fortress Investment Group LLC

Stephenson, Leon (Reed Smith)
Leon Stephenson

Reed Smith LLP

Stiles, Stephen (Goldman Sachs)
Stephen Stiles

Goldman Sachs

Teixeira, Patricia (Ropes & Gray)
Patricia Teixeira

Ropes & Gray

Thick, Julie (J.P. Morgan Chase)
Julie Thick

J.P. Morgan Chase

Tiller, Ramya (Debevoise)
Ramya S. Tiller

Debevoise & Plimpton LLP

Touchstone, Mary (Simpson Thacher & Bartlett LLP)
Mary Touchstone

Simpson Thacher & Bartlett LLP

Weiss, Jon (Wells Fargo)
Jon Weiss

Wells Fargo

Whalen, Storey (First Republic)
Storey Whalen

First Republic

Wheelahan III, Richard (FFP)
Richard Wheelahan III

Fund Finance Partners

Willmann, Steve (TPG)
Steve Willman

TPG

Yan, Dadong (MassMutual)
Dadong Yan

MassMutual

Zanev, Vassiliyan (Loyens & Loeff)
Vassiliyan Zanev

Loyens & Loeff

Platinum Sponsors

Bank of America
Bridge Bank Equity Fund Resources
Cadwalader, Wickersham & Taft
Carey Olsen
CIBC
Citizens Bank
Comerica Bank
Haynes Boone
J.P. Morgan
KBRA
Kirkland & Ellis
Lloyds Bank
Macquarie Group Limited
Mayer Brown
Morgan Stanley Private Wealth Management
Morrison & Foerster LLP
Mitsubishi UFJ Financial Group (MUFG)
Natixis Corporate & Investment Banking
RBC
Reed Smith
Signature Bank – Fund Banking Division
Simpson Thacher & Bartlett LLP
SMBC
Societe Generale
Standard Chartered
UBS
Wells Fargo

Gold Sponsors

17Capital
abrdn
ANZ
Appleby
Barclays
BNY Mellon
Capital One
Chapman and Cutler LLP
Commonwealth Bank of Australia (CBA)
Conyers
Davis Polk & Wardwell LLP
Debevoise & Plimpton
First Republic
Fried Frank
Fund Finance Partners
Goldman Sachs
Katten
Latham & Watking LLP
Loeb & Loeb
Loyens & Loeff
Maples Group
Morgan Stanley
Mourant
National Australia Bank
Nomura
Ogier
Paul Hastings
PJT Partners Inc.
PNC Bank, National Association
Proskauer
Ropes & Gray
Scotiabank
SuMi TRUST
White & Case

Silver Sponsors

Arthur Cox LLP
Bank of China Sydney Branch
China Merchants Bank
Cooley
Customers Bank
Derivative Path
East West Bank
Fifth Third Bank
Goodwin Procter LLP
Intertrust Law
Mizuho Americas
Northern Trust
Pacific Western Bank
Peoples United Bank
Seward & Kissel LLP
Simmons & Simmons LLP
Stifel Fund Banking
Texas Capital Bank
Trident Trust
U.S. Bank
Validus
Westpac institutional Bank

Bronze Sponsors

Brickfield Recruitment
Cambridge Wilkinson
Cathay Bank
DBS Bank Ltd
Deutsche Bank Wealth Management
Foley Hoag LLP
Harneys
Hedgewood Capital Partners
ICBC New York Branch
Moses & Singer LLP
S&P Global
Sidley Austin LLP
Silicon Valley Bank
Travers Thorp Alberga
Troutman Pepper
Walkers

Media Partners

GLG | GLI - Fund Finance 2022
PEI
Preqin
The FFA room block at the Fontainebleau for the 11th Annual Global Symposium is NOW OPEN!

Fontainebleau

4441 Collins Ave
Miami Beach, FL 33140
Location
1-800-548-8886

For further questions, please call 1-800-548-8886 (select the group reservations press option) and mention Fund Finance or reach out to reservations@fontainebleau.com.

Rooms are reserved on a first-come, first-served basis and the booking link will close Monday, January 31, 2022.

Room Block

Fontainebleau

What do I do if I have questions on the current COVID Policy?

Please reach out to us at health@fundfinanceassociation.com

What is your covid policy?

Please refer to the COVID policy on FFA website here

What COVID information is required to attend the symposium?

All attendees will be required to create a VOW Digital Health profile and upload a photo ID, proof of vaccination (full completed no less than 14 days prior to the date of the event), and a verified negative Covid-19 test result. 

While we are not requiring the booster for the event, we ask that the full set of vaccination is fully completed no less than 14 days prior to the date of the event. This could mean two doses or Moderna or Pfizer or one doze of Johnson & Johnson in the US. We will also accept completed vaccinations from other countries.

I have not received information about uploading my information to the VOW Digital Health app.

Only registered attendees will receive a notification about the VOW Digital Health app. If you would like to confirm your attendance and receive this information, please be in contact with health@fundfinanceassociation.com

What covid-19 tests will be accepted for attendance?

Both a PCR test completed within 72-hours or a Rapid Antigen test within 24 hours of Wednesday, February 16th will be accepted.

No at-home tests will be accepted. 

Can I use an at-home test for verification?

At-home tests will not be accepted as proof of a negative Covid-19 test as we are not able to verify the results. 

What is a verifiable Covid-19 test?

A verifiable Covid-19 test must include your name, date, and negative test result from a pharmacy or a testing/healthcare facility. Both a PCR test completed within 72-hours or a Rapid Antigen test within 24 hours of Wednesday, February 16th will be accepted. No at-home tests will be accepted. 

Can I test on-site at the Fontainebleau?

We highly encourage all attendees to Covid-clear prior to arriving at the Fontainebleau. This will ensure a speedy check-in process and eliminate any potential complications on-site! Please note only those who have uploaded all of their information, including a negative test result, to the VOW Digital Health platform will be able to check in and receive their name badge to attend the symposium.

Should you be unable to test ahead of the symposium, a limited number of Covid tests will be available on-site for your convenience at the price of $55 per person, which can be paid for on-site via credit card. Testing will be available during the limited hours of 10 am - 8 pm on Wednesday, February 16th and 8 am - 12 pm on Thursday, February 17th. Should you elect to test upon arrival, please note that it will add at least 30 minutes to your check-in process. We ask that you plan accordingly. If you need to test upon arrival and are not able to make the listed testing times or tests are no longer available, a verifiable test will need to be secured through an alternate facility and approved prior to check-in via the VOW Digital Health platform.

What times will on-site testing be available?

A limited number of tests will be available during the hours of 10 am - 8 pm on Wednesday, February 16th and 8 am - 12 pm on Thursday, February 17th. If you are looking to check in outside of these times, please note that you must be pre-cleared via the VOW Digital Health app to attend. 

How long will it take to check-in if I elect to test on site?

Should you elect to test upon arrival, please note that it will add at least 30 minutes to your check-in process. We ask that you plan accordingly.

What happens if I test positive on-site at the Fontainebleau?

Per Fontainebleau’s hotel policy, if you test positive on-site, you will not be permitted to remain on the property and alternate accommodation will need to be secured.

What if I am not able to test ahead of time and tests run out on site?

Proof of a verified negative covid-19 test is required to attend the symposium. While we will make every effort to assist with the testing process, if we are unable to provide you with a test on-site, we will be able to provide you with other available testing locations nearby for you to test prior to check-in.

Will you accept religious or medical exemptions?

We will not be able to permit anyone who is not fully vaccinated for the symposium, including those with a religious or medical exemption. Our apologies that we are not able to make this accommodation. 

If you’ve had COVID within the past 90 days and continue test positive, what can we do?

If you have tested positive for Covid within the last 90 days and would continue to test positive, kindly request a doctor's note certifying your covid-19 status that while you may test positive, you had covid within the past 90 days and would not be contagious. Please send your note to the VOW Digital Health support team through the platform so that they can assist with uploading your doctor's note in place of the testing requirement. 

I have more COVID-related questions about my attendance.

I have questions about something non-COVID related, who should I go to?

Please connect with info@fundfinanceassociation.com

What is your cancellation policy?

All cancellations of conference registrations must be submitted in writing to info@fundfinanceassociation.com. Cancellations received prior to Monday, February 7, 2022, will receive a refund of 100% of the ticket cost. Cancellations received after February 7, 2022, will be refunded at the discretion of the Fund Finance Association (FFA). 

Refunds will not be granted for no-shows (registrants who do not attend the conference with no prior notice of cancellation).

o   If you have purchased a ticket, but cannot attend because of a covid-related reason, please be in contact with info@fundfinanceassociation.com for further assistance. 

When do I need to take my PCR or Rapid test by?

A PCR can be taken any time from the 13th of February 2022. PCR tests can be taken at most 3 days in advance but also up until the day of the event provided you can receive your test results in time for check-in. A rapid antigen test should be taken at any time on the 15th or 16th of February (within one day of the event starting on the 16th). 

What is your vaccination requirement?

Proof of vaccination is required to attend the event. We are not requiring the booster. In order to be fully vaccinated, the full set of vaccination must be fully completed no less than 14 days prior to the date of the event. This could mean two doses or Moderna or Pfizer or one doze of Johnson & Johnson in the US.

We will also accept completed vaccinations from other countries.

2022 Miami Journal

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