CFA Home

CFA 64th Annual Convention


Convention Brochure

San Francisco Weather

**New This Year**

FAQs

Contact Us

Save the Date


CFA's 65th Annual Convention
Nov. 4-6, 2009


2008 Participating Sponsors


 
Bridge Finance Group is a specialty finance company with a national presence serving the middle market. We offer specialized expertise in asset-based and SBA/USDA loans across numerous industries, including an expertise in healthcare financing. Our products provide solutions for turnarounds, growth, restructurings, working capital needs and acquisition financing. We are a flat; streamlined organization built to make quick decisions and provide unparalleled service. Each client's financial goals are unique, and in response we deliver thoughtful, customized loan structures and avoid the pitfalls of template lending, which make the Bridge Finance Group, “The Way to Grow”.

Key Contact: Amanda Bowser, 312.568.5696

 
Goldberg Kohn is a Chicago-based, full-service commercial law firm serving clients across the country and around the world. The firm has a nationally recognized Commercial Finance practice that handles hundreds of significant loan transactions annually. Richard Kohn of the firm serves as Co-General Counsel of the CFA. Goldberg Kohn also has a particular expertise in international asset-based lending. During the past 25 years, Goldberg Kohn has represented clients in scores of international lending transactions throughout Europe, Asia, and South and Central America. Our attorneys have also represented CFA in a number of international finance projects with the United Nations Commission on International Trade Law (UNCITRAL), and Richard is currently on the Expert Group for the UNCITRAL Secured Transactions Guide. Goldberg Kohn is the Chicago member of Meritas - an international alliance of 200 business law firms around the world.
Key Contact: Richard Kohn, 312.201.3920
 
Otterbourg, Steindler, Houston & Rosen will be celebrating its 100th anniversary in 2009. The firm specializes in the representation of financial institutions and creditors, including commercial banks, investment banks, asset-based lenders and hedge funds in all aspects of their businesses, including the structuring and documentation of loan transactions, acquisitions, litigation and alternative dispute resolution, real estate transactions, workouts, restructurings and bankruptcy proceedings. The firm has particular expertise in leveraged finance, asset based lending and second lien loans, whether within the United States or cross-border, as well as the representation of committees of unsecured creditors in large and complex bankruptcy reorganization cases throughout the United States. It is also well known for its representation of individual institutional lenders, bank groups, commercial enterprises and other secured and unsecured creditors in complex, high profile litigation and its role as co-general counsel for the Commercial Finance Association.
Key Contact: Jonathan N. Helfat, 212.661.9100
 
Lloyds TSB Commercial Finance is the leading asset based lender of the United Kingdom’s high street banks with over 14,000 clients and commitments of over $4bn. In recent years Commercial Finance has expanded into Europe and the USA. We now have ABL capability throughout mainland Europe. Our US operation now consists of 6 people actively looking to participate in ABL loans. Currently we have $750M of commitments and have a growing appetite. We believe we can bring European knowledge to the US market, together with the stability of a AAA rated parent company and speed of commitment.
Key Contact: Jeremy Harrison, 212.930.5025
 
 
Medallion Business Credit can provide entrepreneurial start-ups and seasoned businesses with working capital lines of credit ranging from $250,000 to $7,000,000 collateralized by accounts receivable, inventory, machinery, equipment and real estate. Medallion’s management specializes in financing manufacturers, distributors and service providers in the following industries: food distribution, marketing and graphic design services, finance companies, technology delivery, industrial product manufacturers [stone, fabric, glass, lumber, pipe, etc.], maintenance services and cleaning products, recycling, printing, healthcare and software consulting staffing agencies. We are experienced in responding to industry-driven cycles and able to provide the financing necessary to match the working capital needs of businesses in transition. Medallion’s flexible lending practices invites start-ups, rapid growth companies, acquisitions, operational expansions and/or funding turnaround business plans as well as for companies who want to exit the banking environment. Medallion offers competitive pricing, a committee-free credit approval process, covenant-free agreements and timely closings. Our skilled staff is trained to service our clients’ individual needs.
Key Contact: Gerald J. Grossman, 212.328.2124
 
CRG Partners is a leading provider of operational improvement and financial restructuring services specializing in creating value for the stakeholders of under-performing companies. CRG Partners offers superior leadership and expertise of the restructuring process, while collaborating with our clients’ management teams to quickly identify, develop and implement solutions that yield sustainable results. With an international presence and offices throughout the country, CRG Partners is one of the largest advisory and interim management firms in the U.S.
Key Contact: Scott Avila, 310.753.1324
 
With over forty years of achieving results and creating value, Getzler Henrich is one of the nation’s oldest and most respected names in middle market corporate turnaround and restructuring. With a focus on turnarounds and workouts, crisis management, operational restructuring, financial advisory and bankruptcy, Getzler Henrich has successfully restructured more than a thousand companies in dozens of industries throughout the world. Getzler Henrich professionals generate realistic solutions to challenges confronting distressed businesses or their creditors as either advisors to senior management or as interim/crisis managers. Whether effecting a restructuring out-of-court, or guiding a company through the bankruptcy process, Getzler Henrich executes solutions with competence, integrity and a sense of urgency to maximize value.
Key Contact: Lee Goldberg, 617.742.1230
 
Corporation Service Company, a privately-held company, is a leading provider of legal and financial services for many of the world’s largest companies, law firms and financial institutions. Founded in 1899, CSC offers clients an integrated, comprehensive portfolio of services including Uniform Commercial Code searching, filing, and online portfolio management services. CSC provides solutions for commercial banks, capital finance companies, large leasing enterprises and legal firms specializing in secured transactions. With CSC, you get quick and reliable solutions for all your UCC needs. CSC has the largest online UCC database and film library and the most powerful keyword search logic that finds more records and filings on name variations or incorrectly indexed than any other service provider or state database. Plus, CSC customer service is unparalleled in the industry, with live, personalized service from dedicated account experts during extended coast-to-coast business hours. To learn more about CSC, visit www.cscglobal.com.
Key Contact: Paul Schultz, 800.927.9801
 
Landsbanki Commercial Finance is a division of Landsbanki Islands hf (est 1886) which has offices in 17 countries. Landsbanki is a European Corporate and Investment bank with total assets of $50 billion. The bank focuses on serving mid-cap companies in Europe. The bank’s unique product line includes access to both debt and equity markets; its research department is among the most comprehensive in Europe, including some 90 analysts covering more than 800 European stocks locally. Landsbanki and its subsidiaries operate in all major financial centres of Europe, and have North American representation in New York and Halifax. Through its extensive distribution network, Landsbanki has a strong platform to deliver targeted financial services based on local expertise. Landsbanki Commercial Finance has considerable experience in multi jurisdiction deals and has underwriting capacity to circa $500M. LCF provides a wide and sophisticated range of global asset-based lending and structured finance, cash flow top-up, leveraged facilities and mezzanine finance.
Key Contact: Brent Osborne, + 44 (0)20.7866.5100
 
Resource Management Partners, Inc. is a national provider of Portfolio Management services and Rediscounting programs to independent factoring companies offering accounts receivable-based financing for small to medium sized businesses. We also provide Transportation Financing, Contractor Financing, and Risk Management services for contractors working on public works projects.
Key Contact: James DiCamillo, 631.738.0047
 
Founded in 1903, Gordon Brothers Group is a global advisory, restructuring and investment firm specializing in the retail, consumer products, industrial, and real estate sectors. Gordon Brothers Group maximizes value for both healthy and distressed companies by purchasing or selling all categories of assets, appraising assets, providing debt financing, making private equity investments, and operating businesses for extended periods. Gordon Brothers Group conducts over $40 billion in transactions and appraisals annually.
Key Contact: Henry Mittelman, 617.422.6543
 
Vedder Price’s Financing and Secured Transactions attorneys represent borrowers, lenders, and mezzanine financiers in a broad array of transactions. Lending clients, including commercial finance companies, banks, trustees, credit providers, second lien lenders and other institutional lenders receive the benefit of Vedder Price’s experience in structuring asset-based, general commercial and cash-flow loan transactions, loan restructurings and equipment leasing transactions. The firm’s Finance and Transactions Group works closely with the attorneys in its Bankruptcy and Insolvency practice to design protective structures, manage and implement workouts, representing creditors in bankruptcies and in structuring and implementing debtor-in-possession financings. The firm also represents financial institutions in a variety of transactions with companies across the full-spectrum of the health care industry.
Key Contact: Michael A. Nemeroff, 312.609.7858
 
Since 1992 Sherwood Partners, LLC has been called upon by shareholders, stakeholders and senior executives when hard decisions had to be made. Many of the premier venture capital, Wall Street, financial and legal institutions engage Sherwood to assist in the decision making process. We introduce proven financial and operational practices that make a difference. As one of the premier business advisory and consulting firms Sherwood leverages its deep roots and relationships in the restructuring and turnaround business to assist investors in preventing what can go wrong in their portfolio. Sherwood’s seasoned business team develops and provides more than a report – we go above and beyond traditional tactics to help make decisions and implement plans that achieve exceptional results. Sherwood specializes in the areas of: corporate restructuring, crisis management, wellness review™, forensic accounting, due diligence, debt negotiations, asset & managed liquidations, bankruptcy advisory services and Assignments for the Benefit of Creditors (ABC).
Key Contact: Martin Pichinson, 650.454.8001
 
Banks are tightening up and loans are harder to find in the conventional way. Factors will see more deals this year than ever before. Be able to do deals you would not be able to do with use of Purchase Order Financing. Out bid your competition with use of Hartsko’s competitive rates. Out do your competition with use of Hartsko’s speed and accuracy. Your business will increase, your profits will grow, the secret is Hartsko. Hartsko’s Approach and Strengths : We evaluate transactions and look beyond your client’s balance sheet. We are privately held and our decisions are made very fast and our funding can be done between 3 to 7 business days. We work across many industries, company types and purchase order sizes. We do WIP and FG transactions and support both domestic and international business. We can grant your clients access to working capital without having to sacrifice equity. Hartsko has many years of manufacturing and L/C experience. Our focus is on the transaction so anything we finance will make it more secure for you.
Key Contact: Richard Eitelberg, 718.229.0440
 
Buccino & Associates, Inc. is one of America's premier financial advisory and turnaround consulting firms. Since 1981, the firm has dedicated its practice to corporate revitalization. Our mission is to provide debtors, creditors, investors and other constituencies the highest quality and most cost effective services available to enhance cash flow and position companies for long-term profitability. Buccino’s staff of experienced professionals has been engaged by hundreds of clients domestically and internationally applying our hands-on, “Do It Today” approach which has proven effective for three decades.
Key Contact: Gerald P. Buccino, 312.629.1200
 
Tiger Valuation Services, LLC is a full-service inventory appraisal and advisory firm focusing on retail, wholesale and industrial companies. Our group delivers comprehensive inventory appraisals to global financial institutions. Through affiliate groups, Tiger Valuation provides disposition services and makes strategic investments in consumer companies. The Company has offices in Boston, Los Angeles and New York.
Key Contact: Mike Aho, 617.523.5864
 
Dopkins ABL Consulting specializes in performing pre-loan surveys, recurring collateral field examinations and other due-diligence procedures to the ABL industry. Strategically located throughout North America with full-time, experienced field examiners, the firm helps commercial finance companies, banks, and factors improve the profitability of their loan portfolio through effective risk evaluation, collateral monitoring, and reliable and accurate field examinations. Led by Certified Fraud Examiners and licensed CPA’s, the firm also provides turnaround consulting, litigation support and expert witness services to businesses, attorneys and lenders in the area of commercial finance and corporate turnarounds. Dopkins ABL Consulting developed and authored the revised curriculum for the CFA’s Field Examiner School and frequently conducts seminars and industry panels on field examinations, due diligence, fraud and white-collar crime. Frustrated by poor report turnaround, inexperienced examiners or the lack of value-added information? Learn how the professionals at Dopkins ABL Consulting Services have helped asset-based lenders deal with these issues when outsourcing field examinations.
Key Contact: Joseph A. Heim, 716.634.8800
 
C&R Credit Services, Inc. is a licensed, bonded private investigative agency which specializes in comprehensive background investigations necessary for the due diligence process. Our investigative process does NOT rely on data base information for research purposes. Direct investigations provide the most accurate and timely information available. Quality of reporting, competitive pricing structure and excellent customer service has made C&R Credit Services, Inc. one of the top investigative firms in the country.
Key Contact: Tonya Spillmon, 800.283.0909
 
Founded in 1994, Medical Capital is a specialty financial services company serving the healthcare industry. We provide accounts receivable financing and other asset-based solutions to satisfy clients’ capital needs and enable them to achieve their key business objectives. Leveraging our healthcare expertise, we’ve become known for our ability to customize solutions and work within critical timeframes. We require no upfront fees and provide a no-cost analysis. Services include, but are not limited to, Accounts Receivable programs, Debtor in Possession financing, mezzanine, reorganization and acquisition funding.
Key Contact: Adam Field, Sr., 800.824.3700
 
Winston & Strawn LLP is an international law firm with 950 attorneys among eleven offices in Charlotte, Chicago, Geneva, London, Los Angeles, Moscow, New York, Newark, Paris, San Francisco, and Washington, D.C. The exceptional depth and geographic reach of our resources enable Winston & Strawn to manage virtually every type of business-related legal issue. We serve the needs of enterprises of all types and sizes, in both the private and the public sector. We understand that clients are looking for value beyond just legal expertise. With this in mind, we work hard to understand the level of involvement our clients want from us. We take time to learn about our clients’ organizations and their business objectives. And, we place significant emphasis on technology and teamwork in an effort to respond quickly and effectively to our clients’ needs.
Key Contact: William Brewer, 212.294.6793
 
The Clear Thinking Group, LLC is a national advisory organization, with offices on the east and west coasts, that specializes in working with companies in the consumer product manufacturing, distribution and retail industries. We specialize in assisting middle market companies during times of crisis, strategic change, opportunity, growth, sale, and acquisition. We are successful turnaround specialists that also work confidently in the bankruptcy arena. We successfully work with Asset Based Lenders in assisting them with their clients when operational and/or financial difficulties arise. CTG’s distinct advantages for our Clients: Over 200 years of collective leadership experience which provides immediate, thoughtful and executable solutions for our clients. Big-firm expertise and experience with small-firm personal attention to each and every client. Broad operational experience provides a unique insight into our clients’ business and allows us to ‘hit the ground running’ on client engagements. Significant transaction advisory experience creates a “one-stop shop” for our clients.
Key Contact: Brian Allen, 971.404.7733
 

 

CFA 64th Annual Convention
CFA 64th Annual Convention
CFA 64th Annual Convention
CFA 64th Annual Convention
CFA 64th Annual Convention

CFA 64th Annual Convention

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Commercial Finance Association
370 7th Avenue. Suite 1801
New York, NY 10001
P: (212) 792-9390 • F: (212) 564-6053 • Contact Us

Copyright 2008 - Commercial Finance Association - All Rights Reserved
Problems or suggestions should be addressed to Webmaster