Anna-Lise Wisdom is a Partner in the corporate team in Appleby’s Cayman office. She specializes in fund financing and regularly advises leading financial institutions in connection with subscription facilities, NAV-based facilities and hybrid facilities offered to private equity funds. She also has substantial experience in asset finance, acquisition finance and general corporate finance. Anna-Lise has been rated as a "rising star" in banking and financial services in the IFLR1000 2019 rankings. She is a co-author of the Cayman chapter of Fund Finance 2019 published by Global Legal Insights and regularly appears on global panels to debate topical issues in fund finance.
At the end of last month, the CFA Institute released the latest iteration of its principles for representing investment performance. The Global Investment Performance Standards (GIPS) go into effect on Jan. 1, 2020. For the fund finance market, GIPS 2020 represents an incremental move towards more disclosure on the use of subscription facilities.
Jeff Maier, Managing Director - Private Equity Finance at First Republic Bank, earlier this week published an article titled: "Subscription Lines: Why All the Drama?"
Buyouts earlier this week provided additional reporting on Court Square in an article titled: "Editor’s Letter: Court Square puts sub lines in LPs’ court."
Here are updates to our Fund Finance Calendar.
Private Funds CFO this week offered the perspective of both private equity fund leaders and long-time senior fund finance banker Mike Robin of Citibank on the subscription facility market.
The Fund Finance Association opened registration this week for its 3rd annual Asia-Pacific Fund Finance Symposium.
Scott Aleali of First Republic Bank published a thought leadership piece on LinkedIn earlier this week titled "Beyond Subscription Lines: Financing Options For Investment Funds."
Adam co-leads the Funds Finance Team at Raiffeisen Bank International and is responsible for originating, structuring and executing fund-level financing solutions for alternative asset managers. Previously, Adam was a Relationship Manager on the Funds Team at Lloyds Banking Group and a Partner at Altius Associates, a private equity gatekeeper and fund of funds manager. He holds a LLB Law (Honors) from the University of Newcastle upon Tyne and an Executive MBA from Cass Business School, City University, London.
17Capital this week announced the hiring of Anthony McKay as Finance Director, based in London.