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Meet Our Speakers MEET OUR SPEAKERS SAMMY ASOLI Lloyds Bank Sammy Asoli is currently Director, Financial Sponsors, North America at Lloyds Banking Group. His experience includes the provision of structured fund financing facilities for private equity, real estate, infrastructure, and private debt managers. Sammy also has oversight for the cross product coverage and portfolio management of the US Financial Sponsors portfolio. His experience includes loan structuring (capital call, hybrid, and asset leverage), and marketing for core wholesale banking products including derivatives, global transaction banking, and asset level financing. Prior to joining Lloyds, Sammy worked at JP Morgan in Private Placements for the Alternative Capital Markets team. He has held positions at Ares Management, The Blackstone Group, and Goldman Sachs across a variety of private equity, fund management, and strategic planning functions. He holds a graduate degree in Economic Policy and Management from Columbia University and an undergraduate degree in Economics and International Business from Manhattan College where he was awarded the 2007 Richard J Carey Medal in Economics. CAROLINE BARTON Appleby Caroline is a partner within the Corporate department in Cayman and Group Head of Banking & Asset Finance, as well as Transport & Logistics. Her practice areas include private equity, asset finance, corporate finance, bond offerings and structured finance. She is extensively involved in aircraft and vessel financing, subscription financing and CLOs. Caroline also has deep experience in capital markets, corporate restructuring and mergers and acquisitions, especially working on the buyer side of transactions. Caroline was recognised by Who’s Who Legal in 2016 and 2017 with respect to Aircraft Finance, and acknowledged as a ´Rising Star´ in IFLR1000´s 2015 capital markets law rankings. She is a member of the Cayman Islands Law Society, the Law Society of England and Wales, the Cayman Islands Labour Tribunal and the Caymanian Bar Association, and a notary public registered in the Cayman Islands. MARK BENEDETTI Ardian USA Mark Benedetti is a member of Ardian’s Executive Committee and Co-Head of Ardian USA. Mark plays a leading role developing Ardian’s Fund of Funds business in the North American region. Ardian Funds of Funds activity, which manages and/or advises US$39 billion of assets, offers its global client base a range of investment options, including primary fund of funds, secondary fund of funds and early secondary fund of funds, with an increasing capability to offer significant co-investment opportunities. Before joining Ardian in 2006, Mark worked at KPMG Corporate Finance where he focused on mergers, acquisitions and capital raising in the firm’s Advisor group. Prior to that, he was part of KPMG’s Assurance group. Mark began his career as a consultant to Bell Canada Enterprises (BCE). Mark has a Bachelor of Commerce with a Finance Major from McGill University in Montreal, Quebec, Canada. He is also a Chartered Accountant. 31 SCOTT BERG Morgan Stanley Real Estate Investing Oversee fund level and asset level financing for US real estate platform along with other funds within the Morgan Stanley Investment Management platform. JONATHAN BOCK Wells Fargo Jonathan Bock is a Managing Director and Senior Equity Analyst at Wells Fargo Securities specializing in Business Development Companies (BDCs). He has actively followed the BDC space since 2006 and is the chief author of a leading BDC quarterly research publication: the BDC Scorecard. His research is often cited by The Wall Street Journal, Barron’s, and other prominent financial publications. Prior to Wells Fargo, Jonathan followed the specialty finance space at Stifel Nicolaus & Company and A.G. Edwards Inc. Prior to entering sell-side research in 2006, Jonathan was an equity portfolio manager/analyst at Busey Wealth Management in Champaign, Illinois. Jonathan holds a BS in finance from the University of Illinois College of Business and is a CFA charterholder. ELENA BOEVA Aflac Global Investments Ms. Boeva joined Aflac Global Investments in 2015 as the Head of Operational Due Diligence and is responsible for operational due diligence and onboarding of externally managed mandates across all asset classes. Previously, Ms. Boeva worked at Guggenheim Fund Solutions as a Vice President of Business Risk Management. Her responsibilities included development of operational due diligence and counterparty risk management frameworks, project management of fund launches for Irish QIF, Cayman SPC and UCITS platforms and negotiation of investment management agreements with external managers. Prior to joining Guggenheim, Ms. Boeva worked at Ontario Teachers’ Pension Plan Board in the Operational Due Diligence group. She was responsible for developing best practices and executing the framework for the operational due diligence program across a broad spectrum of hedge funds, private equity firms, fund of funds, managed account platform providers, fund administrators, valuation agents and various service providers. Previously, she worked at Towers Watson, Morgan Stanley and Ernst & Young. Ms. Boeva holds a Master of Science in Accountancy from Wake Forest University and a Bachelor of Arts in Business Administration and Economics from Salem College. KEVIN BOLZ National Australia Bank 32 TODD BUNDRANT Mayer Brown LLP Todd Bundrant is a partner in Mayer Brown’s Banking & Finance practice. He represents financial institutions, investment funds and corporate borrowers in a variety of secured and unsecured finance transactions. Todd has extensive experience representing both borrowers and lenders in transactions involving corporations, private equity funds, credit funds and other alternative lenders seeking to expand and/or leverage their portfolios. These transactions include subscription-backed credit facilities, NAV facilities, hybrid credit facilities, repurchase facilities, bi-lateral loans and other acquisition financing arrangements. He also has a strong background representing major US and foreign banks as lead agent and arranger in syndicated credit facilities. Todd works on structures involving a variety of non-standard collateral, including private equity fund interests, hedge fund interests, capital contribution obligations, management and incentive fee streams and asset-backed securities. His experience also includes representation of private equity sponsors, real estate investors and developers in a variety of commercial real estate transactions, including joint ventures, acquisitions and dispositions involving a broad range of assets such as retail centers, industrial parks, apartment complexes, condominiums, assisted living facilities and single family residential developments, and financings related to all of the above. BARBARA BYRNE BARCLAYS Investment Banking Barbara Moakler Byrne is one of the first women on Wall Street to be named a Managing Director and to achieve the position of Vice Chairman in an Investment Bank. She joined Lehman Brothers as a first year corporate finance associate in 1980 and was named Vice Chairman in 2005. Barbara retired from Barclays, which she joined in 2008, at year end 2017. JENNIFER CHOI Institutional Limited Partners Association (ILPA) As Managing Director of Industry Affairs for the Institutional Limited Partners Association (ILPA), Jennifer Choi directs the association’s engagement with external industry stakeholders to inform and enhance ILPA’s education, research, membership and advocacy platforms. Ms. Choi also leads the implementation of ILPA’s responses to emerging issues impacting the asset class, including efforts to establish and promote industry best practices. Prior to joining the ILPA, Ms. Choi served as Vice President of Industry and External Affairs for the Emerging Markets Private Equity Association (EMPEA), where she led the association’s member and industry engagement activities, including efforts to encourage policy frameworks that support the growth of the asset class. As EMPEA’s Research Director, she built the industry’s first global database of private equity activity in the emerging markets. Previously, Ms. Choi was a consultant with Boston-based Stax Inc., leading due diligence engagements and providing advisory services for the U.S. private equity and venture capital industry. Jennifer’s other consulting experience includes organizational development and strategy consulting for clients in the healthcare, financial services and pharmaceutical sectors. Jennifer holds a Masters in Law and Diplomacy from the Fletcher School at Tufts University and a B.A. summa cum laude in Economics and Political Science from Augustana College. 33 AARON COHEN City National Bank Aaron Cohen is an executive vice president and manager of City National Bank’s Structured Finance unit. Mr. Cohen is responsible for the bank’s corporate banking, sponsor finance, cash-flow lending and syndicated credit activities, and is a member of the bank’s Executive Committee. Since he became manager of the Structured Finance unit in 2011, the business has grown to more than $2.5 billion in loans outstanding. Mr. Cohen began his banking career at City National Bank in 1996. He joined City National’s Structured Finance unit in 2004, became manager in 2011 and assumed his current position in 2016. Mr. Cohen earned a bachelor’s degree in economics from Emory University and a master’s degree in business administration from the UCLA Anderson School of Management. Active in the community, he is a mentor and
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