Where private debt CFOs and COOs brave the next frontier

The Forum is the premier venue for in-house financial and operational professionals to hear best practices and industry developments from a wide spectrum of private debt industry peers.

The day and a half program featured insights from senior financial, operational, tax, accounting and compliance officers at private debt funds managing BDCs, private credit, distressed investment, and senior lending strategies. They dove into the complexities of managing the finance and operations of firms that invest across the capital structure including senior secured loans, subordinated debt, hybrid financing and more.

Forum topics include:


  • Finding opportunities in a downturn: Distressed, special situations and opportunistic debt
  • Technology and major disruptions in private debt: Putting the tools to work
  • Update on monetary policy from the Department of Treasury and Federal Reserve
  • The risky business of direct lending
  • State of the Industry: The latest trends in debt fund structures
  • The evolution and convergence in the CLO market
  • Meeting the mandate for ESG in private debt
  • Specialization in private debt: Bespoke credit solutions and specialty financing
  • Making the investment in human capital
  • A seismic shift in the private debt landscape

Keynote speaker:

Meg McClellan
Head of Private Credit
 J.P. Morgan Global Alternatives

McClellan began her career with J.P.Morgan as a mortgage backed securities trader in the investment bank. Her experience prior includes trading and managing government bonds, derivatives and securitized products. In her number of senior roles at the firm, she led client and fixed income teams in Asset and Wealth Management.

Since 2016, she led as the CFO of J.P Morgan Asset Management and has recently been presented with a new role as the Head of Private Credit at the firm where she will be expanding their $10 billion private credit business. Meg will be sharing key insights from her experiences in product development and strategic direction specifically in the corporate private debt space.

2020 Advisory Board

Shari Huisman
Director, Finance and Controller
Thoma Bravo

Thomas Mayrhofer
CFO and CCO
EJF Capital

Vishal Sheth
Chief Finance Officer
Twin Brook Capital Partners

Mustafa Tayeb
Chief Finance Officer
MGG Investment Group LP

Why you should attend

For CFOs & COOs

Gain valuable insights and actionable intelligence from CFOs and COOs at private debt funds on how they address their biggest operational challenges.

Latest regulatory and tax updates

While the 2018 tax bill had limited impact on private credit investment, learn how potential CFIUS changes could negatively affect appetite for foreign investment.

Network

Whether your firm is raising its first private debt or credit fund, or expanding an existing platform, this is the event for you to build your network.

Download the 2019 brochure

Download the 2019 brochure to view:
– 2019 speakers
– 2019 agenda highlights
– Attendee breakdown
and more!

Previous attendees have said

Harbert Management Corp

John Harrison, Sr. Managing Director

The best conference on the overall private debt market

Jessica Thompson

IFM Investors

I found the conference well put together. The panels were all interesting and topical.

2020 Agenda

Interested in participating?  Please contact Kwame Campbell at kwame.c@peimedia.com or +1 646 356 4520.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 20th

General sessions
08:00 - 09:00

Next generation in private debt networking breakfast

08:00 - 09:00

Registration and welcome breakfast

09:00 - 09:10

PDI welcome and chairman introduction

09:10 - 09:55

The risky business of direct lending

Tom Bax, Venu Rathi
  • Discover how covenant lite loans are impacting the industry
  • Mitigating conflicts of interest when embarking on a direct lending strategy
  • How are GPs reacting to heightened competition, tightening spreads, and compressed returns?

 

Panelists:
Tom Bax,
Chief Financial Officer and Treasurer, NXT Capital 
Venu Rathi
, Chief Financial Officer, Direct Lending, Morgan Stanley

A speaker photo for Tom Bax

Tom Bax

Chief Financial Officer and Treasurer, NXT Capital,LLC

Read bio
A speaker photo for Venu  Rathi

Venu Rathi

Chief Financial Officer, Morgan Stanley Direct Lending

Read bio
09:55 - 10:30

Keynote conversation with Meg McClellan, Head of Credit, JP Morgan Asset Management

Meg McClellan

 

Meg McClellan, Head of Credit, JP Morgan Asset Management

 

A speaker photo for Meg McClellan

Meg McClellan

Head of Private Credit, J.P. Morgan Global Alternatives

Read bio
10:30 - 10:50

Networking break

10:50 - 11:30

State of the industry: The latest trends in debt fund structures

Jiří Król

• Mezzanine, infrastructure, real estate debt, special situations and venture debt

 

Panelists:
Jiří Krόl,
Global Head of the Alternative Credit Council

A speaker photo for Jiří  Król

Jiří Król

Deputy Chief Executive Officer, Global Head of Government Affairs, Alternative Credit Council

Read bio
11:30 - 12:15

The evolution and convergence in the CLO market

Barry Giarraputo

• What advantage does CLOs offer over other structured products and credit assets?
• Why and how the new and revised pre-crisis structures being used in today’s market?
• How and why BDO’s are creating CLO opportunities in the middle market

 

Panelists:
Barry Giarraputo, Chief Financial Officer, Antares Capital

A speaker photo for Barry  Giarraputo

Barry Giarraputo

Chief Financial Officer, Antares Capital

Read bio
12:15 - 13:00

Finding opportunities in a downturn: Distressed, special situations, and opportunistic debt

John Felletter

• Understand the fundamentals that underpin distressed debt opportunities
• Examine the dynamics associated with bankruptcies, workouts, and restructuring
• Discuss pressing tax and compliance concerns associated with distressed debt
• Take advantage of the rising opportunities and protect your existing portfolio

 

Panelists:
John Fellettter,
Managing Director and Head of Asset Management, Arena Investors,LP

 

A speaker photo for John  Felletter

John Felletter

Managing Director and Head of Asset Management , Arena Investors LP

Read bio
13:00 - 14:15

Networking luncheon

Workshop series I
14:15 - 15:00

Workshop A: Meeting the mandate for ESG in private debt

• How the focus on ESG is shifting from the qualitative to quantitative
• Why not having an ESG policy can adversely affect your firm?

14:15 - 15:00

Workshop B: Specialization in private debt: bespoke credit solutions and specialty financing

Mustafa Tayeb

• What is the long-term performance of these funds?
• Where are investors looking beyond the traditional direct lending space?

 

Panelists:
Mustafa Tayeb,
Chief Financial Officer, MGG Investment Group, LP

A speaker photo for Mustafa  Tayeb

Mustafa Tayeb

Chief Financial Officer, MGG Investment Group LP

Read bio
Networking break
15:00 - 15:20

Networking break

General sessions
15:20 - 16:00

Panel | Making the investment in human capital

Raoul Kamath

• Attracting and retaining talent in the midst of industry wide consolidation
• Succession planning and leadership development
• Compensation in highly competitive market

 

Panelists:
Raoul Kamath,
Regional Director, EWM Global

A speaker photo for Raoul Kamath

Raoul Kamath

Regional Director, EWM Global

Read bio
16:00 - 16:45

Panel | Benchmarking: The end of LIBOR and uncertainty surrounding its replacement SOFR

• How are firms preparing for the end of LIBOR in 2021?
• What is the Fed doing to ease the transition?

16:45 - 17:30

Panel | M&A: A seismic shift in the private debt landscape

• The growing need to build scale and market share in a crowded market
• Identifying pain points and challenges of integration
• The CFO and COO role in executing mergers and acquisitions

Cocktail reception
17:30 - 19:00

Cocktail reception

Agenda

Day 2 - Wednesday 21st

Breakfast and registration
08:00 - 09:00

CFO and COO think tank (invitation-only)

08:00 - 09:05

Continental breakfast

Opening remarks
09:05 - 09:10

Chairman’s remarks

General sessions
21:10 - 09:45

Panel | Update on monetary policy from the department of treasury and federal reserve

09:45 - 10:30

Panel | Key accounting and tax issues impacting the private debt market

Drew Phillips

 

Panelists:
Drew Phillips,
Partner and Chief Operating Officer, Atalaya Capital Management

A speaker photo for Drew  Phillips

Drew Phillips

Partner and Chief Operating Officer, Atalaya Capital Management

Read bio
Networking break
10:30 - 10:45

Networking break

General sessions
10:45 - 11:30

Panel | The LP and GP perspective on manager selection, reporting, valuations, fees and more

Patricia Luscombe, Vishal Sheth

• Gauging the LP appetite for debt
• How are GPs responding to the LP request for data and financial reporting
• An in-depth look at valuations and fee structures

 

Panelists:
Patricia Luscombe,
Managing Director, Lincoln International 
Vishal Sheth,
Chief Financial Office, Twin Brook Capital Partners

 

A speaker photo for Patricia  Luscombe

Patricia Luscombe

Managing Director, Lincoln International LLC

Read bio
A speaker photo for Vishal  Sheth

Vishal Sheth

Chief Financial Officer, Twin Brook Capital Partners

Read bio
11:30 - 12:00

Spotlight on BDCs: Challenges, opportunities, consolidation, and government scrutiny

12:00 - 12:45

Technology and major disruptions in private debt: Putting the tools to work

John W. Polis, Jonathan White

• Understand how firms are using tech to source opportunities, create innovative platforms, and enhance returns
• Hear why players in the private debt are betting on fintech and other market disruptors
• Examine where CFOs and COOs are allocating their time and resource when creating and implement a tech strategy

 

Panelists:
John W. Polis, Partner, Chief Operating Officer & Chief Technology Officer, Star Mountain Capital 
Jonathan White, SVP & Head of Business Development, North America, Viteos Fund Services

A speaker photo for John W.  Polis

John W. Polis

Chief Operating Officer & Chief Technology Officer, Star Mountain Capital

Read bio
A speaker photo for Jonathan White

Jonathan White

Director of Sales – Funds, Intertrust Group

Read bio
Networking luncheon
12:45 - 14:00

Networking luncheon and end of conference

 

Interested in participating?  Please contact Kwame Campbell at kwame.c@peimedia.com or +1 646 356 4520.

Tom Bax

Chief Financial Officer and Treasurer, NXT Capital,LLC

Tom manages the finance and accounting, treasury and compliance teams for NXT Capital. His responsibilities include all aspects of financial planning and reporting he leads teams providing the treasury and compliance services needed to operate and gr… Read full bio

Graham Bippart

Editor, Private Funds CFO

Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Euro… Read full bio

John Felletter

Managing Director and Head of Asset Management , Arena Investors LP

Prior to Arena, from 2008 to 2014, he was Senior Vice President at Arbor Realty Trust where he oversaw Asset Management, and Special Assets and Situations. From 1999 through 2007 he was at UBS, and the UBS captive Hedge Fund, Dillon Read Capital Mana… Read full bio

Brian Garfield

Managing Director, Lincoln International LLC

Brian provides valuation and transaction opinion services to public and private investment funds. He works with private equity institutions, hedge funds, credit opportunity funds, business development companies, pension funds and mutual funds to valu… Read full bio

Barry Giarraputo

Chief Financial Officer, Antares Capital

Barry is CFO for Antares Capital. Barry joined Antares in 2015 from 40 North Management where he served as chief operating officer. Prior to that role, Mr. Giarraputo was with Apollo Global Management as an executive officer, chief accounting officer… Read full bio

Omar Hassan

Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Omar is a Principal, Chief Financial Officer and Chief Compliance Officer for Cloverlay Partners where he leads all financial reporting, investor relations, operations and compliance functions. Cloverlay is an independent asset management firm, forme… Read full bio

Richard Horowitz

Partner, Co-Head of Permanent Capital Practice, Dechert LLP

Richard Horowitz is the co-head of Dechert's Permanent Capital Practice and regularly advises alternative asset managers in their efforts to access permanent capital through Business Development Companies (BDCs) and closed-end funds. For over 20 year… Read full bio

Shari Huisman

Director, Finance and Controller, Thoma Bravo

Ms. Huisman joined Thoma Bravo in 2012. She is responsible for the day-to-day activities required to maintain the accounting and tax records of the various funds, general partners and the management company of the firm. She works with the CFO in deve… Read full bio

James Jefski

Managing Director, State Street Global Services

James works within State Street’s Private Markets Product and Solutions group. Previously he led State Street’s Credit focused Private Equity and BDC services unit from 2007-2014. These teams provide full accounting and administration services for cl… Read full bio

Raoul Kamath

Regional Director, EWM Global

Raoul is a Regional Director for EWM Global, responsible for digitally transforming the carried interest, co-investment, carry waterfall calculation, deferred cash and equity compensation plan experience for private equity, debt and venture capital f… Read full bio

Jiří Król

Deputy Chief Executive Officer, Global Head of Government Affairs, Alternative Credit Council

Jiří Krόl joined AIMA in April 2010. Jiří started his career at the Czech securities market regulator. He then moved to the European Commission’s Internal Market Directorate-General, where he was responsible for the drafting and negotiation of the Ma… Read full bio

Patricia Luscombe

Managing Director, Lincoln International LLC

Patricia provides valuation and transaction opinion services to public and private investment funds. She has 30 years of experience advising portfolio companies of private equity firms and providing them with valuations and fairness opinions for dive… Read full bio

Isobel Markham

Senior Editor, Private Equity Group, Americas, PEI

Isobel is the Senior Editor, Private Equity Group, Americas. She joined PEI in September 2014 as a staff writer, was promoted to senior reporter in May 2015 and became editor of Private Equity International's monthly print publication in January 2017… Read full bio

Meg McClellan

Head of Private Credit, J.P. Morgan Global Alternatives

Megan McClellan, managing director, is the Head of Private Credit for J.P. Morgan Global Alternatives. In this role, she is responsible for the strategic direction and oversight of a multi-billion dollar platform of real asset and corporate private d… Read full bio

Drew Phillips

Partner and Chief Operating Officer, Atalaya Capital Management

Drew Phillips is the Firm’s Chief Operating Officer and is responsible for the day-to-day operations of the Firm. Prior to joining Atalaya, Drew co-founded Tiger Bay Advisors, a boutique asset management consultancy, focused on driving operational ef… Read full bio

John W. Polis

Chief Operating Officer & Chief Technology Officer, Star Mountain Capital

John Polis is an entrepreneurial information management and business operations leader with a 25+ year track record of creating and enhancing technology enabled businesses and building platforms that allow for significant scale. At Star Mountain Capi… Read full bio

Venu Rathi

Chief Financial Officer, Morgan Stanley Direct Lending

Venu Rathi is currently serves as Chief Financial Officer of Morgan Stanley Direct Lending business and based in New York. Mr. Rathi oversees various functions including finance, reporting, portfolio management, valuation, and liability management of… Read full bio

Vishal Sheth

Chief Financial Officer, Twin Brook Capital Partners

Vishal Sheth joined Twin Brook in 2017 as Chief Financial Officer for the middle market direct lending loan business. Prior to that, Vishal was a member of Angelo, Gordon's finance and accounting team working on projects for strategies across the fir… Read full bio

Mustafa Tayeb

Chief Financial Officer, MGG Investment Group LP

Prior to joining MGG, Mr. Tayeb was a Principal and Controller at Apollo Investment Corporation, a publicly traded Business Development Company. At Apollo, he led day-to-day operations of finance and accounting, including supervision of middle office… Read full bio

Shai Vichness

Senior Managing Director and Chief Financial Officer, Churchill Asset Management

Shai serves as the chief financial officer of Churchill Asset Management, an investment specialist of Nuveen. Previously, as managing director and head of senior leveraged lending for Churchill’s parent company, Nuveen, Shai was responsible for initi… Read full bio

Jonathan White

Director of Sales – Funds, Intertrust Group

Mr. White is Head of Business Development for Viteos (an Intertrust Company), working with leading Hedge Funds to developing customized outsourced middle/back office and regulatory solutions. Mr. White brings over 25 years of global experience to Vit… Read full bio
View all speakers

Barry Giarraputo

Chief Financial Officer

Antares Capital LP

Shari Huisman

Director, Finance and Controller

Thoma Bravo

Thomas Mayrhofer

Chief Financial Officer & Chief Operating Officer

EJF Capital

Drew Phillips

Partner & Chief Operating Officer

Atalaya Capital

Vishal Sheth

Chief Financial Officer

Twin Brook Capital Partners

Mustafa Tayeb

Chief Financial Officer

MGG Investment Group LP

Showcase your company

When you partner with PDI CFOs & COOs conference, you reach hundreds of Chief Financial Officers, Chief Operations Officers, and financial professionals working in companies of all sizes and sectors.  Connect with new customers, generate qualified leads, and gain measurable investment return with our strategic partnerships.

For more information on exhibiting or sponsorship opportunities, please contact Cristiana Crocco, Deputy Director of Business Development at 646-921-0923 or cristiana.c@peimedia.com .

Event venue & hotel accommodations

The Benjamin 125 East 50th Street  NY, NY 10022

Requests for room assignments can also be made Online or by calling our toll-free number 866-222-2365  and referencing the PDI CFOs and COOs room block. Discounted rates are good through, May 25, 2020. Discounted Rates: $389/night plus applicable taxes and fees).

EVENT VENUE: CONVENE

730 Third Ave, New York, NY 10036

HOTEL BLOCK: THE BENJAMIN

125 East 50th Street  NY, NY 10022