The premier private debt event in North America

The Private Debt Investor Virtual Forum 2021 brought together senior professionals engaged in the continued expansion of private debt as an asset class for a live and interactive virtual conference. The Forum entered its eighth successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.

Attending the Private Debt Investor Virtual Forum enabled attendees to:

  • Engage with private debt professionals and institutional investors to cultivate new business relationships
  • Hear how firms differentiate themselves in this highly competitive and dynamic market
  • Debate best practices and return strategies across the private debt and credit asset class
  • Participate in a wide range of impactful discussions in various formats that include off-the-record think-tankssector-focused breakout sessions and fireside chats with industry leaders

 

View the session topics

 

2021 speakers included

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Benefits of attending

Hear from top-performing private debt managers in live interactive discussions

Participate in invitation-only think tanks to share best practices and industry concerns

Tailor your PDI virtual experience by customizing your personal profile and agenda

2021 LP attendees included:

AEGIS Insurance Services Inc.
APG Asset Management
AustralianSuper
Canada Pension Plan Investment Board
Church Pension Fund
Citi Group
City of Stamford
Investment Management Corporation of Ontario
Liberty Mutual Investments
MassMutual Financial Group
NAV CANADA
Nippon Life
OMERS
Public School Retirement System of Missouri
Sen Family Office
Sumi Trust
Sumitomo Mitsui Trust Bank
The Jordan Family Office
The Leona M and Harry B Helmsley Charitable Trust

Explore the virtual experience

 

Platform highlights:

  • Profile customization 
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to “My Agenda”
  • Want to meet list
  • 1-on-1 networking meeting tools
  • Interactive panel sessions with Q&A and discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 12 months.

What our attendees say about the Forum

Country Financial

Kurt Bock, Chief Executive Officer

Absolutely invaluable! The perspectives from GPs, LPs, and industry analysts all in one place made this the most beneficial investor meeting I will attend this…

Read full testimonial

Churchill Asset Management

Randy Schwimmer, Senior Managing Director

Particularly liked the number of institutional investors who attended.

Fantastic event to get a pulse of the private debt market.

Frequently asked questions

Why is the event moving to a virtual platform?

In response to covid-19, organizers of PEI’s Private Debt Investor New York Forum have made the decision to transition from an in-person conference to a live virtual conference. The decision to move our event to a virtual platform was done based on the consideration of our attendees’ safety and official health recommendations.

When are conference sessions and events?

The virtual conference will take place on:

Wednesday, September 22: 9:00 am EST – 5:15 pm ET

Thursday, September 23: 9:15 am EST – 1:35 pm ET

What about the timezone difference? How do I set meetings on my timezone?

The platform shows available meeting times as per your computer’s timezone. For example, if you are based in New York, a meeting you set for 12 pm from your account will show to a recipient in Los Angeles as 9 am, reducing the human error impact of incorrectly guessing timezones.

It is worth noting that event timings will be running on the Eastern Time Zone. The platform will note the timezone abbreviation next to most timings to avoid confusion.

Where can I find the updated schedule of events?

You can view our latest agenda.

How do I access sessions?

Two weeks prior to the event, on September 8, all attendees will be sent a link to access our virtual conference app. As a registered attendee, you will be sent a unique link to access the platform. That link is unique to you and cannot be shared with anyone else.

To learn more about this platform, please view our “How it works” page.

Do I need to sit in front of my laptop all day or all night?

No. There will be live content (which is where you can take part in live Q&As) and select sessions will be made on demand, so you can watch sessions at a time convenient to you.

What is included in the ticket price?

Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of select sessions.

Will the pricing change?

We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.

What if I already purchased a ticket at the in-person rate?

A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.

I have watched enough webinars over the past year, why would I want to watch more?

We hear you – which is why we have structured the platform to ensure you are part of the conversation. You will be able to:
  • Ask questions of panel speakers during the session
  • Spend time face-to-face via video conference with speakers to ask questions after the
    session
  • Join roundtables to discuss the topics that matter to you with like-minded peers
  • Focused networking breaks where you can discuss the strategies and opportunities you are interested in
  • Pop in to sponsor booths to connect via video and discuss their offerings or a presentation that they have given

Additional questions?

Please feel free to contact us directly at regny@peimedia.com.

Explore the virtual experience

As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first-class dynamic content and peer networking opportunities through our virtual platform.

Join us on September 22-23 for a virtual experience exploring a broad spectrum of private credit strategies across the capital structure including senior secured loans, subordinated debt, distressed, special situations, niche strategies, real estate, infrastructure and more.

Watch our video guide for a preview of what to expect.

 

The virtual platform offers:

1-on-1 networking

Utilize PDI’s virtual meeting tools to schedule private face to face video meetings with institutional investors and fund managers

High-quality content

Hear impactful panel discussions and keynote presentations from top-performing private debt managers

A customized experience

Tailor your PDI virtual experience by customizing your personal profile and agenda

On-demand access

Receive access to select sessions up to one year post-event anytime, anywhere

 

 

Network and build key relationships

Network at any time throughout the two-day PDI Virtual Forum. Take advantage of our virtual meeting tools by sending a message or scheduling a face-to-face video meeting with Forum attendees.

  • Early access to the platform: Get a jump start on your PDI virtual experience when the platform opens Tuesday, September 8. Customize your own individual profile and personal agenda and begin browsing through fellow attendee and speaker profiles.
  • “Want to meet” list: Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face-to-face 25-minute video meeting will be scheduled and added to both attendees’ personal agendas.
  • Search, send, and schedule features: Search attendee profiles, send fellow attendees a message, and schedule a private, face-to-face video meeting anytime during the conference. Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc.

Hear directly from the leaders in private debt

Through the integrated Zoom platform, participate in a wide range of impactful discussions in various formats including invitation-only think-tanks, sector-focused breakout sessions and keynote fireside chats with industry leaders.

Platform highlights:

  • Live panel discussions with live audience Q&A
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to your customized agenda “My Agenda”
  • Networking meeting tools
  • Interactive discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 12 months

 

 

 

Meet with globally recognized service providers, fund managers, and associations

Learn more about our event sponsors and partners in the virtual networking rooms. The virtual networking rooms can be accessed at any time and there you can:

  • Live chat with sponsors
  • Easily request information
  • Access additional resources materials available

 

The virtual PDI New York Forum will connect you with the leaders in the private debt community providing a place to engage, learn, and network.

Network at any time throughout the two day PDI New York virtual Forum. Take advantage of our virtual meeting tools by sending a private message or scheduling a face to face video meeting with Forum attendees.

 

Amplify your networking

 

Early access to the virtual platform

Gain access to the virtual platform two weeks before the event. Customize your own individual profile and personal agenda. Begin browsing through fellow attendee and speaker profiles.

Get a jumpstart on your PDI virtual experience when the platform opens Wednesday, September 8.

“Want to meet” list

These 25-minute video meetings are set-up through an auto scheduler based on mutual selection during the designated meeting times.

Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face to face video meeting will be scheduled and added to both attendees’ personal agendas.

Search, send, and schedule features

Search attendee profiles, send fellow attendees a message, and schedule a private, face to face video meeting anytime during the conference. Meetings will take place as private, face to face video meetings.

Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc. Join your private meetings through your personalized agenda.

2021 Speakers included:

Gretchen Bergstresser

Partner, Global Head of Performing Credit, CVC Credit

Scottie D. Bevill

Scottie D. Bevill

Senior Investment Officer, Global Income Strategies Teachers' Retirement System of the State of Illinois

Robin Blumenthal Private Debt Investor

Robin Blumenthal

Editor, Private Debt Investor

Abbe Borok

Abbe Borok

Managing Director and Head of U.S. Debt, BentallGreenOak

Taylor Boswell

Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group

David M. Brackett

Chief Executive Officer, Antares Capital

Kyle Campbell

Senior Reporter, PERE

Young Choi

Young Choi

Partner, Senior Trader & Portfolio Manager, King Street Capital Management & Rockford Tower Capital Management

Paul Colatrella

Managing Director-Infrastructure Debt, Fiera Private Debt

Wynne Comer AGL Credit Management

Wynne Comer

Chief Operating Officer, AGL Credit Management

Ray Costa

Managing Director – Head of Special Situations, Benefit Street Partners

Patrick Dalton

Founder and Chief Executive Officer , FrontWell Capital Partners Inc

James F. Del Gaudio

Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees' Retirement System (PSERS)

Greg Dineen

Partner, Chief Credit Officer, Torchlight Investors

Jeffrey Dorigan

Senior Vice President of BBH Alternative Fund Services, Brown Brothers Harriman

Synon Drake-Brockman Pemberton

Symon Drake-Brockman

Co-Founder & Managing Partner, Pemberton Asset Management

Jens Ernberg

Managing Director and Co-head of Private Credit, Capital Dynamics

Jon Fox

President and Partner, Värde Partners

Shannon Fritz

Senior Managing Director, Antares Capital

Daniel Fuchs

Director - Infrastructure Debt, BlackRock Real Assets

Ariel Goldblatt

Partner, Stepstone Group

David Golub

President, Golub Capital

Douglas Goodwillie

Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors

Alona Gornick

Managing Director, Origination, Churchill Asset Management

Kevin Griffin

Founder and CIO, MGG Investment Group

Mikhail Gurevich

Managing Partner, Dominion Capital

Jeff Hammer

Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

Tim Henn

Senior Vice President, Portfolio Advisors

Milwood Hobbs Jr.

Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management

Joel Holsinger

Partner, Portfolio Manager, Co-Head of Alternative Credit at Ares Management Corporation

Jun Hong Heng, Crescent Cove Advisors

Jun Hong Heng

Founder and Chief Investment Officer, Crescent Cove Advisors

Brent Humphries

President, AB Private Credit Investors

Rakesh (Rick) Jain

Global Head of Private Credit, Pantheon Ventures

Liddy Karter, Mizzen Capital

Liddy Karter

Managing Partner, Mizzen Capital

Ken Kencel

President and CEO, Churchill Asset Management

James H. Kirby

President & Co-Founder, Deerpath Capital Management

Hitesh Kumar

Portfolio Manager, Orchard Global Asset Management (OGAM)

Karen Lau

Portfolio Manager, Onex Credit

Jocelyn Lewis

Managing Director-Head of Private Debt Commercial Strategy, S and P Global

Marc Lipschultz

Co-Founder and Co-President, Blue Owl Capital

Cari Lodge

Cari Lodge

Managing Director, CF Private Equity

Kevin Marchetti

Chief Risk Officer, Varagon Capital Partners

Brad Marshall

Co-head of Performing Credit, Blackstone Credit

Gene Miao

Senior Investment Strategist, Churchill Asset Management

Dagmara Michalczuk

Portfolio Manager, Tetragon Financial Group

Michael Morris

Managing Director, Private Credit Northleaf Capital Partners

Ryan Morse

Director, Pennsylvania State Employees' Retirement System

Michelle Noyes

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

Tanner Powell

Partner, Apollo Global Management

Jay Ramakrishnan

Managing Director, Head of Originations, AB Private Credit Investors

Faith Rosenfeld

Governing Partner and Chief Administrative Officer, HPS Investment Partners

Samantha Rowan

Editor, PEI Media

Katrina Rowe

Katrina Rowe

Partner, Kirkland & Ellis LLP

Benjamin Rubin

Private-Partner Group, Proskauer

Sengal Selassie

CEO and Founder, Brightwood

Jordan Stutts

Senior Writer, Private Markets, PEI

Jacqueline Taiwo, TowerBrook

Jacqueline Taiwo

Principal and Compliance Director, TowerBrook

Andy Thomson, Private Debt Investor

Andy Thomson

Senior Editor, Private Debt Investor, PEI Media

Chad Valerio

Managing Director and Portfolio Manager, Opportunistic Credit, Onex

Tingting Zhang

Founder and CEO, TerraCotta Group

John Zito

Senior Partner and Deputy CIO of Credit

Sponsors

The Virtual Forum offered a unique opportunity for organizations to raise their profile as a part of the premier meeting for investors allocating to private debt.

For information on available 2021 sponsorship opportunities, please contact Tyler Mitchell at +1 646 795 3279 or tyler.m@peimedia.com.

2021 Agenda

View each tab below to explore the 2021 two-day virtual agenda, packed with insightful panel discussions and keynote presentations.

*Please Note: All session times listed are in the Eastern Time Zone*

Day 1 Day 2
View agenda page

Agenda

2021 Agenda, Day 1 - Wednesday 22nd

Think Tank
09:00 - 09:50

GP Think Tank | Closed Door, Invitation-only

Gene Miao

Facilitator:
Gene Miao,
Senior Investment Strategist, Churchill Asset Management

A speaker photo for Gene Miao

Gene Miao

Senior Investment Strategist, Churchill Asset Management

Read bio
Welcome remarks
10:00 - 10:10

PDI Welcome & Chairwoman's Opening Remarks

Michelle Noyes

PDI Welcome:
Seth Kerker, Director of Events, Americas, PEI

Chairwoman’s Opening Remarks:
Michelle Noyes, Managing Director, Head of Americas, AIMA

 

A speaker photo for Michelle Noyes

Michelle Noyes

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

Read bio
Plenary sessions
10:15 - 10:45

Keynote Leadership Discussion

Jordan Stutts, David M. Brackett, David Golub

Moderator:
Jordan Stutts,
Senior Writer, Private Markets, PEI


Keynote Speakers:
David M. Brackett,
Chief Executive Officer, Antares Capital
David Golub, President, Golub Capital

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

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A speaker photo for David M. Brackett

David M. Brackett

Chief Executive Officer, Antares Capital

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A speaker photo for David Golub

David Golub

President, Golub Capital

Read bio
10:50 - 11:20

Keynote Fireside Chat

Andy Thomson, Ken Kencel

Moderator:

Andy Thompson, Senior Editor, PEI


Keynote Speaker:

Ken Kencel, President & CEO, Churchill Asset Management

Andy Thomson, Private Debt Investor

Andy Thomson

Senior Editor, Private Debt Investor, PEI Media

Read bio
A speaker photo for Ken Kencel

Ken Kencel

President and CEO, Churchill Asset Management

Read bio
11:25 - 12:15

LP Roundtable Discussion

Chad Valerio, Scottie D. Bevill, James F. Del Gaudio, Ryan Morse

Discussion Topics:

  • Are LPs still growing allocations? To which strategies
  • What strategies are most attractive (distressed/special situations, mezzanine, others)?
  • Overview on past, current and future allocations to PD
  • Appetite for emerging managers & emerging markets?
  • What permanent changes do LPs foresee moving forward?
  • Benchmarking returns – what are current expectations?

Moderator:

Chad Valerio, Managing Director and Portfolio Manager, Opportunistic Credit, Onex


Panelists
:
Scottie D. Bevill, Senior Investment Officer – Global Income Strategies, Teachers’ Retirement System of the State of Illinois

James F. Del Gaudio, Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees’ Retirement System (PSERS)
Ryan Morse, Director, Alternative Investments, Pennsylvania State Employees’ Retirement System (SERS)

A speaker photo for Chad Valerio

Chad Valerio

Managing Director and Portfolio Manager, Opportunistic Credit, Onex

Read bio
Scottie D. Bevill

Scottie D. Bevill

Senior Investment Officer, Global Income Strategies Teachers' Retirement System of the State of Illinois

Read bio
A speaker photo for James F. Del Gaudio

James F. Del Gaudio

Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees' Retirement System (PSERS)

Read bio
A speaker photo for Ryan Morse

Ryan Morse

Director, Pennsylvania State Employees' Retirement System

Read bio
Networking break
12:15 - 12:30

Networking break

Plenary sessions
12:30 - 13:20

The Strength of Private Credit

Katrina Rowe, Symon Drake-Brockman, Shannon Fritz, Kevin Marchetti, Jay Ramakrishnan

Discussion Topics:
2020 was an interesting case study on the strengths of the private credit market compared to other debt and credit investments

  • How has private credit stacked up against the public fixed income market?
  • what makes private credit so uniquely suited to withstand turmoil and volatility?
  • What happens with default rates when liquidity stops getting pumped into the markets?
  • What sectors in private credit have the best returns/future outlook (direct lending, distressed debt, mezzanine, real estate, infrastructure and special situations funds)

Moderator:
Katrina S. Rowe,
P.C.Partner, Kirkland & Ellis LLP
 

Panelists:

Symon Drake-Brockman, Co-Founder and Managing Partner, Pemberton Asset Management

Shannon Fritz, Senior Managing Director, Antares Capital
Kevin Marchetti,
Chief Risk Officer, Varagon Capital Partners
Jay Ramakrishnan,
Managing Director, Head of Originations, AB Private Credit Investors

 

 

 

 

Katrina Rowe

Katrina Rowe

Partner, Kirkland & Ellis LLP

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Synon Drake-Brockman Pemberton

Symon Drake-Brockman

Co-Founder & Managing Partner, Pemberton Asset Management

Read bio
A speaker photo for Shannon  Fritz

Shannon Fritz

Senior Managing Director, Antares Capital

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A speaker photo for Kevin  Marchetti

Kevin Marchetti

Chief Risk Officer, Varagon Capital Partners

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A speaker photo for Jay Ramakrishnan

Jay Ramakrishnan

Managing Director, Head of Originations, AB Private Credit Investors

Read bio
13:25 - 14:10

Spotlight Discussion featuring Brightwood Capital Advisors

Jordan Stutts, Sengal Selassie

CEO & Founder of Brightwood Capital Advisors, Sengal Selassie will sit with PEI’s Jordan Stutts to discuss the firm’s strategic approach to seeking alpha in mid-market direct lending, while supporting US based companies.

Moderator:
Jordan Stutts,
Senior Writer, Private Markets, PEI

Featured Speaker:
Sengal Selassie,
CEO & Founder, Brightwood Capital Advisors

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Reporter, Private Markets

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A speaker photo for Sengal  Selassie

Sengal Selassie

CEO and Founder, Brightwood

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Breakout series
14:15 - 14:55

Track A | Real Estate Debt

Kyle Campbell, Abbe Borok, Greg Dineen , Mikhail Gurevich, Tingting Zhang

Discussion Topics:

  • The economic fallout from the pandemic and related disruptions
  • Overview on delinquency rates and the outlook for CRE property values
  • Overview on sectors:
    • The future of office
    • Residential
    • Retail
  • How does geography play into RE Debt (i.e., Miami becoming a new financial capital)?

Moderator:
Kyle Campbell,
Senior Reporter, PEI

Panelists:
Abbe Borok,
Managing Director and Head of U.S. Debt, BentallGreenOak
Greg Dineen, Partner/Chief Credit Officer, Torchlight Investors
Mikhail Gurevich, Managing Partner, Dominion Capital (LP) (family office)
Tinting Zhang, Founder and CEO, TerraCotta Group

A speaker photo for Kyle Campbell

Kyle Campbell

Senior Reporter, PERE

Read bio
Abbe Borok

Abbe Borok

Managing Director and Head of U.S. Debt, BentallGreenOak

Read bio
A speaker photo for Greg Dineen

Greg Dineen

Partner, Chief Credit Officer, Torchlight Investors

Read bio
A speaker photo for Mikhail Gurevich

Mikhail Gurevich

Managing Partner, Dominion Capital

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A speaker photo for Tingting  Zhang

Tingting Zhang

Founder and CEO, TerraCotta Group

Read bio
14:15 - 14:55

Track B | Infrastructure Debt Investment Highlights

Samantha Rowan, Paul Colatrella, Daniel Fuchs, Hitesh Kumar

Discussion Topics:

  • How will the initiatives of the Biden administration impact the sector?
  • For the most part infrastructure debt is seen as a safe and secure space but some area may be more risky than you think. What areas are riskier than others?
  • The importance of digital infrastructure and how its driving infrastructure debt growth

Moderator:
Samantha Rowan, Editor, PEI Media

Panelists:
Paul Colatrella, Managing Director-Infrastructure Debt, Fiera Private Debt
Daniel Fuchs, Director – Infrastructure Debt, BlackRock Real Assets
Hitesth Kumar, Portfolio Manager, Orchard Global Asset Management

A speaker photo for Samantha Rowan

Samantha Rowan

Editor, PEI Media

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A speaker photo for Paul Colatrella

Paul Colatrella

Managing Director-Infrastructure Debt, Fiera Private Debt

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A speaker photo for Daniel Fuchs

Daniel Fuchs

Director - Infrastructure Debt, BlackRock Real Assets

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A speaker photo for Hitesh Kumar

Hitesh Kumar

Portfolio Manager, Orchard Global Asset Management (OGAM)

Read bio
Networking break
14:55 - 15:05

Networking Break

Breakout series
15:05 - 15:45

Track A | Private Debt Secondaries

Jeff Hammer, Tim Henn, Rakesh (Rick) Jain, Cari Lodge

Discussion Topics

  • Impact the last year has had on the private debt secondaries market
  • Expansion of the private debt secondaries market
  • The key drivers like:
    • Rebalancing of portfolios and the likely rise in GP-led restructurings following COVID-19 related market dislocation
  • What do LPs think about the private debt secondaries market and if they are not prepared to allocate, why?

Moderator:

Jeff Hammer, Global Co-Head of Secondaries-Private Markets, Manulife Investment Management

Panelists:
Tim Henn, Senior Vice President, Portfolio Advisors
Rick Jain, Partner & Global Head of Private Credit, Pantheon Ventures
Cari Lodge, Managing Director and Head of Secondaries, Commonfund Capital

A speaker photo for Jeff Hammer

Jeff Hammer

Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

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A speaker photo for Tim Henn

Tim Henn

Senior Vice President, Portfolio Advisors

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A speaker photo for Rakesh (Rick) Jain

Rakesh (Rick) Jain

Global Head of Private Credit, Pantheon Ventures

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Cari Lodge

Cari Lodge

Managing Director, CF Private Equity

Read bio
15:05 - 15:45

Track B | Diversity in the Private Credit Industry

Alona Gornick, Milwood Hobbs Jr., Liddy Karter, Jacqueline Taiwo

Discussion Topics

  • What work is being done towards positive change?
  • What is being done to address diversity during the hiring processes? How do you increase and broaden the talent pipeline?
  • What efforts have you implemented to retain a diverse workforce?
  • What are you doing to boost overall culture at your firms?
  • Diversity and inclusion oversight

Moderator:
Alona Gornick, Managing Director, Private Credit Origination, Churchhill Asset  Management

Panelists:
Milwood Hobbs, Jr., Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Liddy Karter, Managing Partner, Mizzen Capital
Jacqueline Taiwo,
Principal, TowerBrook & Co-Founder, Black Women in Asset Management

A speaker photo for Alona Gornick

Alona Gornick

Managing Director, Origination, Churchill Asset Management

Read bio
A speaker photo for Milwood  Hobbs Jr.

Milwood Hobbs Jr.

Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management

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Liddy Karter, Mizzen Capital

Liddy Karter

Managing Partner, Mizzen Capital

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Jacqueline Taiwo, TowerBrook

Jacqueline Taiwo

Principal and Compliance Director, TowerBrook

Read bio
Closing plenary session
15:50 - 16:40

Direct Lending

Patrick Dalton, Taylor Boswell, Brent Humphries, Marc Lipschultz, Brad Marshall

Discussion Topics:

  • Appeal of Direct Lending as an asset class
  • Supply and demand dynamics in the direct lending space
  • Competition in the space
  • Offering flexible service offering

Moderator:
Patrick Dalton,
Chief Executive Officer, FrontWell Capital Partners Inc.

Panelists:
Taylor Boswell,
Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group
Brent Humphries, President, AB Private Credit Investors
Marc Lipschultz, Co-Founder and Co-President, Blue Owl Capital
Brad Marshall, Senior Managing Director, Blackstone Credit

A speaker photo for Patrick Dalton

Patrick Dalton

Founder and Chief Executive Officer , FrontWell Capital Partners Inc

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A speaker photo for Taylor Boswell

Taylor Boswell

Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group

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A speaker photo for Brent Humphries

Brent Humphries

President, AB Private Credit Investors

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A speaker photo for Marc Lipschultz

Marc Lipschultz

Co-Founder and Co-President, Blue Owl Capital

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A speaker photo for Brad Marshall

Brad Marshall

Co-head of Performing Credit, Blackstone Credit

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Agenda

2021 Agenda, Day 2 - Thursday 23rd

Off the record
09:00 - 10:00

Women's Roundtable | Closed Door | Invitation-only

Michelle Noyes

Michelle Noyes, Managing Director, Head of Americas, AIMA

A speaker photo for Michelle Noyes

Michelle Noyes

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

Read bio
Plenary sessions
10:05 - 10:40

Keynote Discussion: Qualities of a Good Credit Manager in Times of Volatility

James H. Kirby

Keynote Speaker:
James H. Kirby,
President & Co-Founder, Deerpath Capital Management

A speaker photo for James H. Kirby

James H. Kirby

President & Co-Founder, Deerpath Capital Management

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10:45 - 11:35

The Expansion of Private Credit as an Asset Class

Benjamin Rubin, Douglas Goodwillie, Kevin Griffin, Joel Holsinger, Jocelyn Lewis

Discussion Topics

  • The continued increase in loan sizes and competition with syndicated markets
  • The big tent of private credit (non-sponsored, credit opportunities, special situations, sector lending, etc.)
  • Customized solutions (unique and traditional structures)

Moderator:
Benjamin E. Rubin,
Partner-Private Credit Group, Proskauer

Panelists:
Douglas Goodwillie, Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors
Kevin Griffin, CEO & CIO, MGG Investment Group
Joel Holsinger, Partner, Portfolio Manager, Co-Head of Alternative Credit, Ares Management Corporation
Jocelyn Lewis, Executive Director, IHS Markit

 

A speaker photo for Benjamin Rubin

Benjamin Rubin

Private-Partner Group, Proskauer

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A speaker photo for Douglas Goodwillie

Douglas Goodwillie

Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors

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A speaker photo for Kevin Griffin

Kevin Griffin

Founder and CIO, MGG Investment Group

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A speaker photo for Joel Holsinger

Joel Holsinger

Partner, Portfolio Manager, Co-Head of Alternative Credit at Ares Management Corporation

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A speaker photo for Jocelyn Lewis

Jocelyn Lewis

Managing Director-Head of Private Debt Commercial Strategy, S and P Global

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Networking break
11:35 - 11:45

Networking break

Plenary session
11:45 - 12:35

Stressed, Distressed, and Special Situations

Jeffrey Dorigan, Ray Costa, Jon Fox, Jun Hong Heng, Michael Morris

Discussion Topics

  • In 2020, nimble private credit managers took advantage of distressed investment opportunities. How has that strategy played out?
  • Are LPs willing to commit capital for future opportunistic investments?
  • Case studies on managing defaults and resolving issues

Moderator:
Jeffrey Dorigan,
Senior Vice President, BBH Alternative Fund Services

Panelists:
Ray Costa,
Managing Director-Corporate Credit, Benefit Street Partners
Jon Fox,
President and Partner, Värde Partners
Jun Hong Heng, Founder and Chief Investment Officer, Crescent Cove Advisors
Michael Morris, Managing Director, Northleaf Capital

 

 

A speaker photo for Jeffrey Dorigan

Jeffrey Dorigan

Senior Vice President of BBH Alternative Fund Services, Brown Brothers Harriman

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A speaker photo for Ray Costa

Ray Costa

Managing Director – Head of Special Situations, Benefit Street Partners

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A speaker photo for Jon Fox

Jon Fox

President and Partner, Värde Partners

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Jun Hong Heng, Crescent Cove Advisors

Jun Hong Heng

Founder and Chief Investment Officer, Crescent Cove Advisors

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A speaker photo for Michael Morris

Michael Morris

Managing Director, Private Credit Northleaf Capital Partners

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Plenary session
12:40 - 13:20

CLO Focus

Gretchen Bergstresser, Young Choi , Wynne Comer, Karen Lau, Dagmara Michalczuk

Discussion Topics

  • 2021 Outlook on the CLO market
  • What advantages do CLOs offer over other structured products and credit assets?
  • Collateralized loan obligations in US vs Europe
  • Managing the complexity of CLOs and leveraging technology
  • Role of the ratings agencies

Moderator:
Gretchen Bergstresser, Partner and Global Head of Performing Credit, CVC Credit Partners

Panelists:
Young Choi,
Partner, Senior Trader & Portfolio Manager, Rockford Tower Capital Management
Wynne Comer, Chief Operating Officer, AGL Credit Management CLO
Karen Lau, Portfolio Manager, Onex
Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners

A speaker photo for Gretchen  Bergstresser

Gretchen Bergstresser

Partner, Global Head of Performing Credit, CVC Credit

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Young Choi

Young Choi

Partner, Senior Trader & Portfolio Manager, King Street Capital Management & Rockford Tower Capital Management

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Wynne Comer AGL Credit Management

Wynne Comer

Chief Operating Officer, AGL Credit Management

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A speaker photo for Karen Lau

Karen Lau

Portfolio Manager, Onex Credit

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A speaker photo for Dagmara Michalczuk

Dagmara Michalczuk

Portfolio Manager, Tetragon Financial Group

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Plenary sessions
13:25 - 14:15

ESG Focus

Faith Rosenfeld, Jens Ernberg, Ariel Goldblatt, Tanner Powell

Discussion Topics

  • Loan structuring to encourage responsible behavior
  • Innovative ways to link loans to ESG considerations
  • Incorporating ESG considerations to assess risk metrics and thematic issues including climate change, energy transition, resource availability, workforce practices and inclusive growth
  • Using data & ESG analytics
  • Acquiring data and meeting LP expectations for reporting
  • Impact of EU regulation

Moderator:
Faith Rosenfeld,
Governing Partner and Chief Administrative Officer, HPS Investment
Partners

Panelists:
Jens Ernberg,
Managing Director and Co-head of Private Credit, Capital Dynamics
Ariel Goldblatt, Partner, Stepstone Group (LP)
Tanner Powell,
Partner, Apollo Global Management

 

A speaker photo for Faith Rosenfeld

Faith Rosenfeld

Governing Partner and Chief Administrative Officer, HPS Investment Partners

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A speaker photo for Jens Ernberg

Jens Ernberg

Managing Director and Co-head of Private Credit, Capital Dynamics

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A speaker photo for Ariel  Goldblatt

Ariel Goldblatt

Partner, Stepstone Group

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A speaker photo for Tanner Powell

Tanner Powell

Partner, Apollo Global Management

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Plenary sessions
14:15 - 14:45

Closing Keynote

Robin Blumenthal, John Zito

Moderator:
Robin Blumenthal,
Senior Reporter, PEI

Keynote Speaker:
John Zito,
Senior Partner and Deputy CIO of Credit, Apollo

 

 

Robin Blumenthal Private Debt Investor

Robin Blumenthal

Editor, Private Debt Investor

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A speaker photo for John Zito

John Zito

Senior Partner and Deputy CIO of Credit

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14:45 - 14:45

Adjournment – End of Day 2