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DLA Piper
Registration
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The Session
Join Optima Partners, AllianceBernstein and DLA Piper for a practical discussion exploring the rapidly evolving NAV funding market and what fund managers should consider when evaluating these facilities.
As NAV funding becomes an increasingly important part of the fund finance toolkit, our panel will examine its principal applications, the commercial and structural considerations involved, and the associated legal, governance and regulatory implications.
Discussion Topics
Seven areas fund managers should work through before and after closing a facility.
Speakers
Partner
Optima Partners
Anna Povinelli has more than 20 years of regulatory compliance experience advising private equity, private credit, wealth advisers, hedge funds, and other investment management strategies. Before joining Optima, she served as Co-Head of the US regulatory compliance practice at Kroll, and has also held CCO and Deputy CCO roles at registered investment advisers, with experience spanning SEC examinations, compliance due-diligence, and governance infrastructure. At Optima, she works with private fund advisers, wealth advisers, and venture capital firms across a range of strategies.
Managing Director
AllianceBernstein
Patrick Gimlett is a Managing Director at AB-PCI Private Credit Investors, which he joined in 2015, where he leads originations for the PE Fund & Manager Finance platform and assists with fundraising and deal-sourcing across AllianceBernstein's financial advisor network. He previously spent several years as a vice president at GE Capital across originations, underwriting, and portfolio management, and holds a BBA in finance from the University of Notre Dame.
Partner
DLA Piper
Ryan Moreno is a finance attorney who represents banks and alternative lenders as lead arranger in structuring, negotiating, and executing complex fund finance transactions, including subscription facilities, NAV facilities, hybrid facilities, and warehouse facilities, with additional expertise in bespoke structures for insurance company capital such as rated note feeders and collateralized fund obligations. He also founded and leads DLA Piper New York's NYC Law Scholars Program, connecting public high school students with internships across the legal profession.