The evolving responsibility of Private Debt CFOs & COOs

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 included:

  • Building the optimum operating model
  • What types of internal accounting and reporting systems are required?
  • Investor reporting and communication: meeting and exceeding investor expectations
  • Potential tax liabilities when buying debt at a discount
  • Valuation challenges unique to private debt funds
  • Proposed tax reform changes impacting private debt funds
  • Unique compliance hot button issues for private debt funds
  • Addressing fund administration complexity and working with outsourced providers
  • Leveraging technology to scale the organization
  • Fund structures to protect non-US investors and tax exempt investors

2019 Keynote speaker

Marcia L. Page
Founding Partner and Executive Chair
Värde Partners

Recognized as a pioneer in the alternative credit industry, Marcia will share her insights on the firm’s 25 year journey from a small fund in Minneapolis to a leading global alternative investment firm with $14 billion in assets across multiple strategies and her efforts to increase diversity in the industry.

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 brochure

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

Previous attendees have said

A quote icon for decorating the content Harbert Management Corp

John Harrison, Sr. Managing Director

The best conference on the overall private debt market

A quote icon for decorating the content Jessica Thompson

IFM Investors

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

2019 agenda

Interested in participating? Contact Arleen Buckley at arleen.b@peimedia.com or +1 212 633 1454.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 11th

General sessions
08:00 - 09:00

Networking Breakfast co-hosted by PDI and Women in Alternative Credit (invitation only)

Facilitators:
Sabrina Rusnak-CarlsonGeneral Counsel and Chief Compliance Officer, THL Credit
08:00 - 09:00

Registration and welcome breakfast

09:00 - 09:10

PDI welcome

09:10 - 09:15

Chairman’s introduction

Mark Johnson
A speaker photo for Mark  Johnson

Mark Johnson

Senior Managing Director, Cliffwater LLC

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09:10 - 09:55

Panel | Scaling your organization for growth in an increasingly complex business environment

Todd Goetz, Andrew Kyung, Reuben Lee, Peter Russell
  • How are fund managers improving efficiency and scalability through digital and analytical tools?
  • How do you drive the conversations re appropriate staffing with the GPs?
  • How can you achieve economies of scale across finance, operations, human resources and compliance?
  • As firms grow, which functions gain efficiency with more internal resources?
  • Outsourcing and Technology – can you add more efficiency with investment in in-house systems or leveraging outsourced providers?

Moderator:
Mark Johnson, Senior Managing Director, Cliffwater LLC

A speaker photo for Todd  Goetz

Todd Goetz

Head of Financial Reporting, The D.E. Shaw Group

Read bio
A speaker photo for Andrew Kyung

Andrew Kyung

Vice President of Fund Administration, AEA Investors LP

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Reuben Lee

Managing Director, Chief Accounting Officer, Ares Management

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A speaker photo for Peter  Russell

Peter Russell

Senior Director, Operations, Credit Investments, PSP Investments

Read bio
10:00 - 10:30

Fireside Chat

Marcia Page

Interviewer:
Andrew HedlundAmericas Editor, Private Debt Investor

A speaker photo for Marcia  Page

Marcia Page

Founding Partner and Executive Chair, Värde Partners

Read bio
10:30 - 10:50

Networking break

10:50 - 11:30

Panel | Update on private debt fund structures

Tom Naughton, Shai Vichness, Stuart Wood
  • Recent trends in private debt LPAs
  • Advantages of different domiciles
  • Negotiating the terms of the LPA
  • When does an SMA make sense?
  • Flexibility of the way capital is raised to be able to invest in other strategies

Moderator:
Barry GiarraputoChief Financial Officer, Antares Capital

A speaker photo for Tom  Naughton

Tom Naughton

Chief Financial Officer and Director of Investor Relations, New Energy Capital

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A speaker photo for Shai  Vichness

Shai Vichness

Senior Managing Director and Chief Financial Officer, Churchill Asset Management

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A speaker photo for Stuart  Wood

Stuart Wood

Managing Director, Fund Administration, Cortland Part of Alter Domus Group

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11:30 - 12:15

Panel | LP perspective on investment in private debt and credit funds

Gordon Barnes, Sylvia Owens, Robert Thompson
  • How does operational due diligence differ from private equity?
  • What are LPs looking for in terms and conditions
  • How are market volatility, interest rate increases, looser covenants, and increased competition for deals affecting LP sentiment?
  • What are the biggest concerns to LPs when they seek to allocate to private debt and what should GPs be aware of when it comes to investor sentiment?
  • How do LPs differentiate between managers?
  • ILPA guidelines of use of leverage facilities

Moderator:
Michelle NoyesManaging Director, Head of Americas, AIMA

A speaker photo for Gordon  Barnes

Gordon Barnes

Managing Director, Head of Operational Due Diligence, Cambridge Associates

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A speaker photo for Sylvia  Owens

Sylvia Owens

Global Private Credit Strategist, Aksia LLC

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A speaker photo for Robert Thompson

Robert Thompson

Senior Portfolio Manager – Credit, UPS Group Trust

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12:15 - 13:00

Panel | Leveraging technology to more effectively manage data across the organization

Jeffrey Schneider, Vishal Sheth
  • Using technology for deal flow and monitoring loans
  • Investor reporting dynamic – level of transparency and information that are required by investors
  • How do you balance the organization’s requirements and demands of the LPs?
  • Transactional volume – tools to track, monitor and calculate performance
  • How do you ensure data integrity?
  • Determining whether you have the right information to guide the business

Moderator:
Michael SuchenskiRegional Director, Yardi

A speaker photo for Jeffrey  Schneider

Jeffrey Schneider

Partner, Chief Operating Officer and Chief Financial Officer, Victory Park Capital

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A speaker photo for Vishal  Sheth

Vishal Sheth

Chief Financial Officer, Twin Brook Capital Partners

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13:00 - 14:15

Networking luncheon

Workshop series I
14:15 - 15:00

Workshop A: Tax structuring considerations for non-US based investors

Adam Greenwood, Thomas Mayrhofer, Vishal Sheth
  • Qualified interest income pass through vehicles
  • US tax rules affecting non-US investors
  • Tax implications in debt origination
  • Potential tax liabilities when buying debt at a discount
  • Seasoning debt components and warehousing strategies
A speaker photo for Adam  Greenwood

Adam Greenwood

Partner, Ropes & Gray LLP

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A speaker photo for Thomas  Mayrhofer

Thomas Mayrhofer

Chief Financial Officer and Deputy Chief Operating Officer, EJF Capital

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A speaker photo for Vishal  Sheth

Vishal Sheth

Chief Financial Officer, Twin Brook Capital Partners

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14:15 - 15:00

Workshop B: Valuation case studies to illustrate trends in valuation methodology

Brian Garfield, Patricia Luscombe, Thomas Vinciguerra
A speaker photo for Brian  Garfield

Brian Garfield

Director, Lincoln International LLC

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A speaker photo for Patricia  Luscombe

Patricia Luscombe

Managing Director, Lincoln International LLC

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A speaker photo for Thomas  Vinciguerra

Thomas Vinciguerra

Senior Vice President, Head of Valuation, GSO Capital Partners

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Networking break
15:00 - 15:20

Networking break

General sessions
15:20 - 16:00

Panel | Considerations when expanding into adjacent asset classes

Shari Huisman, Thomas Mayrhofer
  • Challenges of integrating new teams and technology systems to manage different strategies
  • Do they look different operationally?
  • Geographical expansion considerations
  • Addressing allocation, conflicts of interest and compliance issues
  • LP concerns around style drift

Moderator:
Nicholas NolanDirector, Solutions Consulting, SS&C Advent

A speaker photo for Shari  Huisman

Shari Huisman

Director, Finance and Controller, Thoma Bravo

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A speaker photo for Thomas  Mayrhofer

Thomas Mayrhofer

Chief Financial Officer and Deputy Chief Operating Officer, EJF Capital

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16:00 - 16:45

Panel | Expanding your capital base, opportunities beyond the institutional investor

Eileen Duff, Bryan Martoken, Derek O'Leary, Brian S. Williams
  • Where is new capital coming from and why?
  • What are these new investors looking for?
  • What are some of the new the operational hurdles?
  • What role does technology play?
    What does the future look like?

Moderator:
Cesar EstradaSenior Managing Director, Global Head of Product Management for PE & Real Assets Fund Services, State Street Corporation

A speaker photo for Eileen  Duff

Eileen Duff

Managing Partner, Head of Product Development & Origination, iCapital Network

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A speaker photo for Bryan  Martoken

Bryan Martoken

Managing Director & Chief Financial Officer, Benefit Street Partners

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A speaker photo for Derek  O'Leary

Derek O'Leary

Managing Director, Owl Rock Capital Partners

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A speaker photo for Brian  S. Williams

Brian S. Williams

Chief Financial Officer, Guggenheim Credit Income Fund

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16:45 - 17:30

Panel | Best practices in managing valuation of loans and illiquid credits

Greg Hunt, Terrence Olson, Venu Rathi, Lisa Schwarzberg
  • How to ensure you have the most effective systems in place
  • Compare benefits of using 3rd party valuations to complement in-house resources
  • Developing robust tools and templates to use internally
  • How to effectively manage and use third party valuation advisors, fund administration, custodians and auditors
  • Managing the separation between deal partners and fund administrators
  • How do you use third party valuation relative to the process?

Moderator:
Richard HorowitzPartner, Co-Head of Permanent Capital Practice, Dechert LLP

A speaker photo for  Greg  Hunt

Greg Hunt

Chief Financial Officer, Apollo Investment Corporation

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A speaker photo for Terrence  Olson

Terrence Olson

Chief Operating Officer and Chief Financial Officer, THL Credit

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A speaker photo for Venu  Rathi

Venu Rathi

Managing Director, The Carlyle Group

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A speaker photo for Lisa  Schwarzberg

Lisa Schwarzberg

Chief Operating Officer, Managing Director, Evolution Credit Partners

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Cocktail reception
17:30 - 19:00

Cocktail reception

Agenda

Day 2 - Wednesday 12th

Breakfast and registration
08:00 - 09:00

CFO and COO Think Tank (invitation-only)

Jeffrey Schneider
A speaker photo for Jeffrey  Schneider

Jeffrey Schneider

Partner, Chief Operating Officer and Chief Financial Officer, Victory Park Capital

Read bio
08:00 - 09:05

Registration and breakfast

Opening remarks
09:05 - 09:10

Chairwoman’s opening remarks

Rebecca Szkutak
A speaker photo for Rebecca  Szkutak

Rebecca Szkutak

Reporter, Private Debt Investor

Read bio
General sessions
21:10 - 09:45

Panel | Asset based leveraged facilities for private debt funds

James Cassady , Andrew Peters, Neil Rudd
  • Best practices in staffing and managing leverage facility
  • What trends are you seeing with investor preferences for levered vehicles?
  • How do you use subscription lines for your levered vs unlevered funds?

Moderator:
Patrick Frisch, CFAManaging Director, Head of Investment Industry Finance, ING Capital LLC

A speaker photo for James  Cassady

James Cassady

Managing Director Operations & Compliance, Monroe Capital

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A speaker photo for Andrew  Peters

Andrew Peters

Chief Risk Officer, OC Private Capital

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A speaker photo for Neil  Rudd

Neil Rudd

Chief Financial & Administrative Officer, NXT Capital

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09:45 - 10:30

Panel | Carried interest plan structures and design

Drew Phillips
  • How is carried interest structured for your deal teams, finance executives and potential new hires?
  • Assessing various structures: deal by deal, vintage year, and fund level point allocation
  • How do you treat carry in BDC’s?
    Are there holdbacks in your award points?
  • Reserve or reallocation: approaches for handling points when hiring new deal team professionals
  • How do you treat vested points for retired and former employees?

Moderator:
Tom PittmanManaging Director, Chief Marketing Officer, EWM Global

A speaker photo for Drew  Phillips

Drew Phillips

Partner and Chief Operating Officer, Atalaya Capital Management

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Networking break
10:30 - 10:45

Networking break

General sessions
10:45 - 11:30

Panel | Managing liquidity and treasury management

David G. Moore, Jennifer Patrickakos, Mustafa Tayeb
  • Track records and multiples of how IRRs are calculated for debt structures
  • Funding deals over time
  • Managing capital calls
  • Allocating deals across multiple vehicles that participate in debt funds

Moderator:
Shaun GembalaHead of Credit Liquidity Solutions, Macquarie Group

A speaker photo for David  G. Moore

David G. Moore

Chief Financial Officer, MidCap Financial

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A speaker photo for Jennifer Patrickakos

Jennifer Patrickakos

Managing Director, Brightwood Capital Advisors

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A speaker photo for Mustafa  Tayeb

Mustafa Tayeb

Chief Financial Officer, MGG Investment Group LP

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11:30 - 12:15

Panel | Key compliance issues for private credit funds

Purvang Desai, Darilyn Olidge, Sabrina Rusnak-Carlson
  • Managing and monitoring investment opportunity allocations
  • Insider trading controls
  • Expense allocation issues
  • Current trends and update on “hot button” SEC issues

Moderator:
Jason BrownPartner, Ropes & Gray LLP

A speaker photo for  Purvang  Desai

Purvang Desai

Chief Financial Officer, MC Credit Partners

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A speaker photo for Darilyn  Olidge

Darilyn Olidge

Partner, General Counsel and Chief Compliance Officer, Brightwood Capital Advisors

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A speaker photo for Sabrina  Rusnak-Carlson

Sabrina Rusnak-Carlson

General Counsel and Chief Compliance Officer, THL Credit

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12:15 - 12:45

Panel | CFOs role in helping the workout team when there are credit issues

Vincent DeVito, Aviv Efrat
  • Managing potential claw back risk
  • How are you preparing for cash management at the fund level if you see defaults on the horizon?
  • Impact on use of lines of credit /subscription lines if the asset quality doesn’t hold up
  • If there’s a general decline how will that affect getting leverage
  • Monitoring the credit and underlying borrowers

Moderator:
Timothy ClarkPartner, Dechert LLP

A speaker photo for Vincent DeVito

Vincent DeVito

Senior Vice President, ARENA Investors LP

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A speaker photo for Aviv  Efrat

Aviv Efrat

Chief Financial Officer and Treasurer, PennantPark

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Networking luncheon
12:45 - 14:00

Networking luncheon and end of conference

2019 speakers

Interested in speaking at the 2020 Forum? Please contact Arleen Buckley at arleen.b@peimedia.com or +1 212 633 1454.

Gordon Barnes

Managing Director, Head of Operational Due Diligence, Cambridge Associates

Gordon Barnes, Managing Director, Head of Operational Due Diligence Gordon is Managing Director of Business Risk Management at Cambridge Associates and has been with the firm since 2006. Gordon leads a global team of analysts responsible for conducti… Read full bio

Jason E. Brown

Partner, Ropes & Gray LLP

Jason has extensive experience representing investment advisers to private equity funds, real estate funds, credit funds, venture capital funds, hedge funds, separate accounts and commodity pools. Representative Clients and Matters • Assisted numerou… Read full bio

James Cassady

Managing Director Operations & Compliance, Monroe Capital

Mr. Cassady is a Managing Director, Fund Compliance and Finance of Monroe Capital. His responsibilities include leading the firm’s fund level compliance and operations group, which includes compliance, operations, treasury functions and investment al… Read full bio

Timothy Clark

Partner, Dechert LLP

Timothy M. Clark has more than two decades of experience in the investment funds industry representing clients in matters related to fund formation, mergers and acquisitions investments, and private funds investments. Mr. Clark has a proven track rec… Read full bio

Purvang Desai

Chief Financial Officer, MC Credit Partners

Mr. Desai is the Chief Financial Officer of MC and is responsible for all aspects of financial accounting and reporting and is a member of the Investment Committee of the Delaware Fund, the Master Fund and the Other Master Fund. Mr. Desai has over 20… Read full bio

Vincent DeVito

Senior Vice President, ARENA Investors LP

Prior to Arena, Vincent served as an investment and credit portfolio professional at a $3.0 billion direct lending and private equity platform where he closed in excess of $100 million in transactions and managed and provided oversight to nine portfo… Read full bio

Eileen Duff

Managing Partner, Head of Product Development & Origination, iCapital Network

Eileen Duff is Managing Partner and Head of Product Development & Origination for iCapital Network. She is responsible for the origination and development of new investment products, life cycle management of existing offerings and new fund launches a… Read full bio

Aviv Efrat

Chief Financial Officer and Treasurer, PennantPark

Aviv Efrat joined PennantPark in February 2007 and is the Chief Financial Officer and Treasurer. He is responsible for and oversees all aspects of financial reporting and securities law filings, accounting, tax, treasury, and administrative matters o… Read full bio

Cesar Estrada

Sr. Managing Director, Global Head of Product Management for PE & Real Assets Fund Services, State Street Corporation

Cesar Estrada is a Senior Managing Director with State Street Global Services and Global Head of Product Management for Private Equity & Real Estate Fund Services.  He was previously responsible for Operations for Private Equity Fund Services focused… Read full bio

Patrick Frisch, CFA

Managing Director, Head of Investment Industry Finance, ING Capital LLC

Patrick W. Frisch is Managing Director and Head of the Investment Industry Finance Group (IIF) at ING Capital LLC in New York. In this role, Mr. Frisch is responsible for overseeing transaction origination and relationship management in the investmen… Read full bio

Brian Garfield

Director, Lincoln International LLC

Brian provides valuation of illiquid financial instruments for portfolio companies held by private equity institutions, hedge funds, credit opportunity funds, business development companies, and mutual funds. He specializes in estimating the fair val… Read full bio

Shaun Gembala

Head of Credit Liquidity Solutions, Macquarie Group

Shaun Gembala is Head of Credit Liquidity Solutions within the Credit Markets Division at Macquarie Group. Shaun’s responsibilities include providing single credit and portfolio financing solutions for the private debt market as well as monetization… Read full bio

Barry Giarraputo

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

Todd Goetz

Head of Financial Reporting, The D.E. Shaw Group

Todd Goetz is a senior vice president of D. E. Shaw & Co., L.P. and Head of Financial Reporting for the D. E. Shaw group. In that capacity, Mr. Goetz oversees a team responsible for the production of financial statements, investor statements, and per… Read full bio

Adam Greenwood

Partner, Ropes & Gray LLP

Adam Greenwood is a partner practicing in the tax & benefits department. His practice focuses on transactional tax matters, including matters relating to private equity, real estate and hedge funds; mergers and acquisitions; inbound and outbound inve… Read full bio

Richard Horowitz

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

Richard Horowitz is a partner at Dechert LLP. He has represented both registered investment companies, including open-end and closed-end funds, and private funds, such as hedge funds and private equity funds, for more than 20 years. He has particular… 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

Greg Hunt

Chief Financial Officer, Apollo Investment Corporation

Mr. Hunt began his term as Chief Financial Officer and Treasurer of the Company in May 2012. Previously, Mr. Hunt was Executive Vice President and Chief Financial Officer for Yankee Candle which he joined in April 2010. Prior to joining Yankee Candle… Read full bio

Mark Johnson

Senior Managing Director, Cliffwater LLC

Mark is a Senior Managing Director of Cliffwater LLC and a member of the portfolio advisory team. Prior to joining Cliffwater in 2013, Mark was a Managing Director at Brown Brothers Harriman, where he was head of alternative investments and oversaw t… Read full bio

Andrew Kyung

Vice President of Fund Administration, AEA Investors LP

Andrew joined AEA in 2013 as an Accounting Manager and became Vice President of Fund Administration in 2019. He is responsible for all aspects of fund administration and loan operations for the Private Debt Funds including financial reporting, audit,… 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

Bryan Martoken

Managing Director & Chief Financial Officer, Benefit Street Partners

Bryan Martoken is a Managing Director and the Chief Financial Officer of Benefit Street Partners, which he joined in 2012. Prior to joining BSP, Mr. Martoken was CFO of the private funds group at PineBridge Investments. Prior to that, Mr. Martoken sp… Read full bio

Thomas Mayrhofer

Chief Financial Officer and Deputy Chief Operating Officer, EJF Capital

Mr. Mayrhofer joined EJF Capital in April 2018 as Deputy CFO and Deputy COO and has over 15 years of experience in the financial services industry. Prior to joining EJF, Mr. Mayrhofer was a Partner and Managing Director at The Carlyle Group. In addit… Read full bio

David G. Moore

Chief Financial Officer, MidCap Financial

Mr. Moore is a co-founder and Chief Financial Officer of MidCap Financial, a leading independent commercial finance company. MidCap is focused on middle market lending across all industries and specializes in $10 million to $200 million loans. MidCap… Read full bio

Tom Naughton

Chief Financial Officer and Director of Investor Relations, New Energy Capital

Tom Naughton is currently the CFO and Director of Investor Relations at New Energy Capital, a clean energy infrastructure private equity firm. Tom was previously an Adjunct Associate Professor and the Executive Director of the Center for Private Equi… Read full bio

Nicholas Nolan

Director, Solutions Consulting, SS&C Advent

Nicholas Nolan is the Director of Solutions Consulting at SSNC Advent. He primarily works with Hedge Funds, Assets Managers and Fund Administrators as they evaluate new operating models for middle and back office technology and services. Areas of exp… Read full bio

Michelle Noyes

Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Michelle Noyes joined AIMA in 2012 as Chief Operating Officer of AIMA's New York office, and became the Association's Head of Americas in 2017. Previously, she was Head of International Sales and Investor Relations for BRZ Investimentos, one of the l… Read full bio

Derek O'Leary

Managing Director, Owl Rock Capital Partners

Derek O’Leary is a Managing Director of Owl Rock Capital Partners, the President of Owl Rock Securities and serves as the Head of Investor Relations and Business Development. Prior to joining Owl Rock in 2016, Mr. O’Leary served as President of CION… Read full bio

Darilyn Olidge

Partner, General Counsel and Chief Compliance Officer, Brightwood Capital Advisors

Darilyn Olidge is a Partner, General Counsel and Chief Compliance Officer of Brightwood. Ms. Olidge also serves on the Executive Committee. Ms. Olidge’ s responsibilities at Brightwood include providing strategic legal advice to the firm, setting and… Read full bio

Terrence Olson

Chief Operating Officer and Chief Financial Officer, THL Credit

Mr. Olson is the Chief Operating Officer and Chief Financial Officer of THL Credit, Inc., THL Credit’s Direct Lending platform and THL Credit’s Tradable Credit platform. He also serves on the Investment Committee of THL Credit’s Direct Lending Platfo… Read full bio

Sylvia Owens

Global Private Credit Strategist, Aksia LLC

Sylvia oversees the implementation of Private Credit portfolios across Aksia’s global base of LPs. As Aksia’s Global Private Credit Strategist, she advises the firm’s clients with respect to portfolio construction, investment selection, pacing, risk,… Read full bio

Marcia Page

Founding Partner and Executive Chair, Värde Partners

Marcia Page is a Founding Partner and Executive Chair of Värde Partners. She is a member of the firm's Investment Committee. Based in Minneapolis, Marcia co-founded the firm in 1993. As a founder, Marcia has overseen every aspect of the firm’s growth… Read full bio

Jennifer Patrickakos

Managing Director, Brightwood Capital Advisors

Jennifer Patrickakos- Managing Director Head of Infrastructure Brightwood Capital Advisors. Ms. Patrickakos is responsible for infrastructure across the Brightwood platform with oversight of loan operations, agency, liability and cash management, dat… Read full bio

Andrew Peters

Chief Risk Officer, OC Private Capital

Andrew Peters is Director of Alternatives Risk at Invesco and is the Chief Risk Officer of the Adviser. As CRO, Andrew oversees risk management of the Fund, is a voting member of the PAAC and is a member of the Valuation Committee. Andrew was a Risk… 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

Thomas Pittman

Managing Director, Chief Marketing Officer, EWM Global

Tom Pittman has worked in the financial services industry for over twenty years and has held senior marketing roles with companies including Merrill Lynch, Automatic Data Processing, and The Newport Group. He joined EWM Global in 2011 as Managing Dir… Read full bio

Venu Rathi

Managing Director, The Carlyle Group

Venu Rathi is a Managing Director of the Carlyle Group and based in New York. Mr. Rathi also serves as chief accounting officer of Carlyle Global Credit, TCG BDC, Inc. (CGBD:NASD) and TCG BDC II, Inc. Carlyle Global Credit is one of the four segments… Read full bio

Neil Rudd

Chief Financial & Administrative Officer, NXT Capital

Neil focuses on raising balance sheet and third-party capital and managing all aspects of financial planning and reporting for NXT Capital. His responsibilities also extend to strategic planning and mergers & acquisitions and he leads teams providing… Read full bio

Sabrina Rusnak-Carlson

General Counsel and Chief Compliance Officer, THL Credit

Ms. Rusnak-Carlson is the General Counsel and Chief Compliance Officer for THL Credit. Her role includes legal and compliance review of THL Credit’s business operations, investing transactions, regulatory filings and strategic initiatives for Direct… Read full bio

Peter Russell

Senior Director, Operations, Credit Investments, PSP Investments

Based in New York, Mr. Russell is a Senior Director, Operations, Credit Investments for PSP Investments USA. His responsibilities include operations, funding and reporting for the Credit Investments portfolio, where the team has invested over CAD$9 b… Read full bio

Jeffrey Schneider

Partner, Chief Operating Officer and Chief Financial Officer, Victory Park Capital

Jeffrey Schneider joined VPC in 2010 and is the Chief Operating Officer and Chief Financial Officer of the firm. He oversees business and fund operations, including accounting, tax, finance, treasury and assists in structuring VPC’s investments. Mr.… Read full bio

Lisa Schwarzberg

Chief Operating Officer, Managing Director, Evolution Credit Partners

Lisa Schwarzberg is the Chief Operating Officer, Managing Director, and Partner of Evolution Credit Partners Management, LLC (Evolution Credit Partners), an investment advisory firm focused on direct lending. Evolution Credit Partners spun out of Har… 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

Michael Suchenski

Regional Director, Yardi

Michael Suchenski has over 20 years’ experience working in the real estate information and software technology field. He started in the financial and real estate technology industry with Internet pioneer Homestore.com(which eventually became Move.com… Read full bio

Rebecca Szkutak

Reporter, Private Debt Investor

Rebecca Szkutak joined Private Debt Investor in September 2018 and focuses on covering the private credit market in the Americas. She covers the market broadly, but targets opportunities in the venture debt and specialty finance sectors. She previous… 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

Robert Thompson

Senior Portfolio Manager- Credit, UPS Group Trust

Coming soon!

Thomas Vinciguerra

Senior Vice President, Head of Valuation, GSO Capital Partners

Tom Vinciguerra, GSO, Senior Vice President. Mr. Vinciguerra serves as the Head of Valuation and oversees the valuation process across all of Blackstone’s credit focused funds. Prior to joining Blackstone, Mr. Vinciguerra was a Controller at Och-Ziff… Read full bio

Shai Vichness

Senior Managing Director and Chief Financial Officer, Churchill Asset Management

Shai Vichness serves as a Senior Managing Director and the Chief Financial Officer of Churchill Asset Management. Previously, as Managing Director and Head of Senior Leveraged Lending for Churchill’s parent company, Nuveen, Mr. Vichness was responsib… Read full bio

Brian S. Williams

Chief Financial Officer, Guggenheim Credit Income Fund

Brian S. Williams serves as Chief Financial Officer and Treasurer of the Guggenheim Credit Income Fund, as well as Director for Guggenheim Investments. Mr. Williams is responsible for the oversight of finance, accounting and fund administration for t… Read full bio

Stuart Wood

Managing Director, Fund Administration, Cortland Part of Alter Domus Group

Stuart is Managing Director Cortland Fund Administration Business Development. Before joining Cortland’s business development group, Stuart served as the head of Cortland’s Fund Administration operations. Stuart is a certified public accountant with… Read full bio
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Pre-Event Resources

Event venue & hotel accommodations

Click here to reserve hotel accommodations in our room block at the Kimpton Muse Hotel. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised.

EVENT VENUE: CONVENE

730 Third Ave, New York, NY 10036

HOTEL BLOCK: KIMPTON MUSE

130 West 46 street, New York, NY 10036