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 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

Keynote speaker:

Meg McClellan
Head of Private Credit
J.P. Morgan Chase

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

Since 2016, she lead as the CFO of J.P Morgan Asset Management and has recently been presented with a new role as the Head of Private Credit for J.P. Morgan Chase & Co. 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
Chief Financial Officer 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.


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


Day 1 - Tuesday 16th

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

  • 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?
10:00 - 10:30

Keynote address with industry luminary

10:30 - 10:50

Networking break

10:50 - 11:30

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

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

11:30 - 12:15

Old hat, new tricks: CLOs, CDOs, and other pre-crisis debt vehicles

• 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

12:15 - 13:00

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

• 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

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

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

Networking break
15:00 - 15:20

Networking break

General sessions
15:20 - 16:00

Panel | Use of leverage in today’s market - short term borrowing, and subscriptions lines

• Examine leverage as liquidity management tool, its effect on IRR, and the impact on LP-GP alignment
• Lack of transparency, performance metrics, and compliance guidelines
• Increased government scrutiny and widespread fear of systematic risk

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


Day 2 - Wednesday 17th

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

Networking break
10:30 - 10:45

Networking break

General sessions
10:45 - 11:30

Panel | The LP and GP perspective on valuations and fees

• 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

11:30 - 12:15

Panel | Making the investment in human capital

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

12:00 - 12:45

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

• 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

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.

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

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

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

Meg McClellan

Head of Private Credit, J.P. Morgan Asset Management

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

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

Thomas Mayrhofer

Chief Financial Officer and Deputy Chief Operating Officer, EJF Capital

Thomas B. Mayrhofer is the CFO and COO of EJF Capital, LLC. Mr. Mayrhofer joined EJF in 2018 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 Carlyl… 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

Partner, 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

Managing Director, The Carlyle Group

Bio coming soon...

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
View all speakers

Shari Huisman

Director, Finance and Controller

Thoma Bravo

Thomas Mayrhofer

Chief Financial Officer & Chief Operating Officer

EJF Capital

Vishal Sheth

Chief Financial Officer

Twin Brook Capital Partners

Mustafa Tayeb

Chief Financial Officer

MGG Investment Group LP

Barry Giarraputo

Chief Financial Officer

Antares Capital LP

Drew Phillips

Partner & Chief Operating Officer

Atalaya Capital

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).


730 Third Ave, New York, NY 10036


125 East 50th Street  NY, NY 10022