The state of the fund finance market: NAV-based loans and preferred equity investments into private funds

Date

September 17, 2025

Time

4:00 p.m. - 7:00 p.m. ET

Location

Osler, Toronto

Moderator
Lisa Mantello

partner, Financial Services, Toronto

Speakers
Elizabeth R. Tabas Carson

partner, Global Finance; Chair, American Bar Association Fund Finance Sub-Committee, Sidley Austin

Flora Go

Head of Fund Finance; Chair, American Bar Association Fund Finance Sub-Committee, Paul Weiss, Rifkind, Wharton & Garrison LLP

Gregory W. Lavigne Jr.

partner, Energy, Sidley Austin

Derek Dillon

Managing Director, Apollo Global Management

Daniel Gabay, CFA

Director, Fund Liquidity Solutions, Crestline Investors Inc.

Foad Azima

Managing Director, Sponsor Credit Solutions, SLC Management

Deborah Newman

Managing Director, Cross-Practice Analytical Team, S&P Global

CLE / CPD Credit Information

  • Ontario – Substantive - 1

Join us for an insightful panel discussion presented by the Fund Finance Subcommittee of the American Bar Association and the Fund Finance Association, hosted by Osler.

This event is tailored for fund managers, limited partners and investors, financing providers and legal professionals. Our panel of leading experts and stakeholders will provide an in-depth look into key developments and opportunities in the evolving landscape of NAV-based fund finance:

  • Market conditions: key assumptions and expectations in a changing market
  • Key trends: popular products and structuring trends and rating agency insights
  • Market players: changing roles of private credit, banks, insurers, pensions and sovereign wealth funds
  • Cross-border perspective: legal, regulatory and tax considerations relevant for cross-border and Canadian players
  • New entrants: advice for new entrants and risks and opportunities

Reserve your spot:
Seats are limited for this in-person seminar. Don’t miss your opportunity to gain a strategic edge in fund finance. We look forward to hosting you for an evening of thoughtful dialogue and networking.

Agenda:

  • Seminar: 4:00 p.m. – 5:00 p.m.
  • Cocktail Reception: 5:00 p.m. – 7:00 p.m.
Language:  English

To join the event, please register below

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