The premier private debt event in North America

The 10th annual Private Debt Investor New York Forum brought together the North American private credit industry at a critical time for the asset class.

Rising interest rates, inflation, a real estate sector looking for financing alternatives, and regional banking collapses have all presented opportunities for innovative investors and managers. The forum covered actionable methods for firm differentiation in a highly competitive and dynamic market.

Attendees connected with North America’s leading investors, including CalSTRS, IMCO, Liberty Mutual, MassMutual, OTPP, and many more to:

  • Discuss where LPs are looking to allocate funds
  • Learn what they are looking for in a manager during the current macroeconomic uncertainty
  • Gain actionable insight into current best practices and strategies for generating the highest returns

What does the forum offer?

Explore new trends in private debt

Learn about the most relevant topics across the asset class, including direct lending, specialty finance, and more.

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Exchange ideas with your peers

Have meaningful conversations with private debt experts about top return strategies and best practices for securing capital.

Expand your investor network

Make valuable connections with investors and discuss their top considerations when allocating to private debt.

Key agenda themes from 2023

Industry experts discussed pressing topics across the private debt asset class, including:

  • Macro trends and a push for real assets
  • Main risk factors going into 2024
  • Drive toward direct lending
  • Trends in specialty finance
  • ESG and DEI in private credit
  • Private debt in middle markets
  • And more!

2023 speakers

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Some of the many investors who attended in 2023 include...

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See what past attendees are saying about the forum

Testimonials

Jim McMullan

Head of Corporate Credit, CDPQ

Overall great retreat; an opportunity to step back and think about private debt opportunities and trends.

Brett Hickey

Chief Executive Officer, Star Mountain Capital

Well-organized conference with high-quality LPs and GPs along with high-quality content and technology for participants to engage.

Thank you to our sponsors

2023 sponsors

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Day 1 Day 2
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Agenda

Day 1 - Wednesday 6th

Breakfast
08:00 - 08:30

Registration & welcome breakfast

08:00 - 08:30

Women’s networking breakfast hosted by Kirkland & Ellis

Stephanie Berdik

Speaker:
Stephanie Berdik,
Partner, Investment Funds, Kirkland & Ellis

A speaker photo for Stephanie Berdik

Stephanie Berdik

Partner, Kirkland & Ellis LLP

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Welcome
08:30 - 08:35

PEI welcome

Erin Wolfe

Speaker:
Erin Wolfe
, Associate Director, Global Head of Content & Strategy, Private Debt, PEI7

A speaker photo for Erin Wolfe

Erin Wolfe

Senior Conference Producer, PEI Media

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08:35 - 08:40

Chair remarks

Michelle Noyes

Speaker:
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)

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Plenary sessions
08:40 - 09:10

Opening keynote

Spyro Alexopoulos, Andy Thomson

Speakers:
Spyro Alexopolous, Co-Head of Direct Lending, Golub Capital
Andy Thomson, Senior Editor, PEI Group

 

A speaker photo for Spyro Alexopoulos

Spyro Alexopoulos

Co-Head of Direct Lending, Golub Capital

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A speaker photo for Andy Thomson

Andy Thomson

Senior Editor, Private Debt Investor

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09:10 - 09:50

Macro trends & a push for real assets

Marc Friess, Michela Bariletti , Garett Bjorkman, Randy Schwimmer, Michael Zawadzki
  • Main risk factors going into 2024. Impact of interest rates, geopolitical tensions, and cyclical risks on the balance sheets of portfolios
  • Current state of the world’s markets as they pertain to civil unrest, covid concerns, the war in Ukraine, and the threat of additional Russian sanctions
  • Addressing climbing interest rates and the effects of inflation, concerns over recessionary trends
  • Diversification into other private credit asset classes such as infrastructure, real estate, and healthcare

Moderator:
Marc Friess, Partner, Proskauer

Speakers:
Michela Bariletti, Chief Credit Officer, Phoenix Group
Garett Bjorkman, Managing Director, Portfolio Oversight, CIM
Randy Schwimmer,
 Co-Head of Senior Lending, Churchill Asset Management
Michael Zawadzki, Global Chief Investment Officer, Blackstone Credit

 

A speaker photo for Marc Friess

Marc Friess

Partner, Proskauer

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A speaker photo for Michela  Bariletti

Michela Bariletti

Chief Credit Officer, Phoenix Group

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A speaker photo for Garett  Bjorkman

Garett Bjorkman

Managing Director, Portfolio Oversight, CIM

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A speaker photo for Randy Schwimmer

Randy Schwimmer

Co-Head of Senior Lending, Churchill Asset Management

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A speaker photo for Michael Zawadzki

Michael Zawadzki

Global Chief Investment Officer, Blackstone Credit

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09:50 - 10:40

Continued drive towards direct lending

Alfred Xue , Kevin Griffin, Jeff Levin, Kevin Magid, Armen Panossian, Bill Sacher
  • Supply and demand dynamics in the direct lending space
  • Addressing concerns around profit margins due to inflation and rising interest rates
  • How lending will change as we head into a recessionary period and the opportunities created
  • An analysis of projected trends in performance, risk-adjusted returns, and value creation going into the new year

Moderator:
Alfred Xue
, Partner, Latham & Watkins

Speakers:
Kevin Griffin
, Founder & CIO, MGG Investment Group
Jeff Levin, Managing Director, Portfolio Manager & Head of Direct Lending, Morgan Stanley Investment Management
Kevin Magid, President, Audax Private Debt
Armen Panossian
, Head of Performing Credit & Portfolio Manager, Oaktree Capital Management
Bill Sacher, Partner & Head of Private Credit, Adams Street Partners

A speaker photo for Alfred Xue

Alfred Xue

Partner, Latham and Watkins

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A speaker photo for Kevin Griffin

Kevin Griffin

Chief Executive Officer & Chief Investment Officer, MGG Investment Group

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A speaker photo for Jeff Levin

Jeff Levin

Managing Director, Portfolio Manager and Head of Direct Lending, Morgan Stanley Investment Management

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A speaker photo for Kevin  Magid

Kevin Magid

President, Audax Private Debt

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Armen Panossian Oaktree Capital

Armen Panossian

Head of Performing Credit and Portfolio Manager, Oaktree Capital Management

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A speaker photo for Bill Sacher

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

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10:40 - 11:20

Special situation & distressed debt in inflationary times

Brian Resnick, Marianna Fassinotti, Andersen Fisher, Bao Truong
  • Strategies to take advantage of unique opportunities for over-levered companies
  • How are special situations and distressed credit combating inflation? What trends are we seeing in rescue finance and balance sheet restructuring?
  • Where are investors deploying opportunistic capital?
  • Identifying which sectors and strategies are providing the most opportunities while avoiding more vulnerable opportunities

Moderator:
Brian Resnick,
Partner, Davis Polk

Speaker:
Marianna Fassinotti, Head of Private Credit, The D. E. Shaw Group
Andersen Fisher, Portfolio Manager of the Special Situations Opportunity Funds, HPS Investment Partners
Bao Truong, Senior Managing Director, Centerbridge

A speaker photo for Brian Resnick

Brian Resnick

Partner, Davis Polk

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A speaker photo for Marianna Fassinotti

Marianna Fassinotti

Head of Private Credit, The D. E. Shaw Group

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A speaker photo for Andersen Fisher

Andersen Fisher

Portfolio Manager of the Special Situations Opportunity Funds, HPS Investment Partners, LLC

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A speaker photo for Bao Truong

Bao Truong

Senior Managing Director, Centerbridge Partners, L.P.

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Networking
11:20 - 11:50

Networking break

Plenary sessions
11:50 - 12:30

Trends in specialty finance

Boris Ziser, Pierre-Yves Cyr, Laurence Gottlieb, Michael Gross, Isaiah Toback
  • How are specialty finance companies changing business models to adapt to the current environment?
  • Where is the opportunity for capital raising for specialty finance companies?
  • What’s driving investor interest in asset-based lending, equipment finance and collateralized specialty finance products and securitization?
  • Analysis of the drive for fintech in this space and the opportunities available with blockchain. What are the prospects for companies that want to securitize and tokenize hard assets and securities?

Moderator:
Boris Ziser, Partner, Schulte Roth & Zabel

Speakers:
Pierre-Yves Cyr, Senior Director, Capital Solutions, CDPQ
Laurence Gottlieb, Chairman & CEO, Fundamental Advisors LP
Michael Gross, Co-Founder, SLR Capital Partners
Isaiah Toback, Partner, Deputy Co-Chief Investment, Castlelake

A speaker photo for Boris Ziser

Boris Ziser

Partner, Schulte Roth and Zabel

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A speaker photo for Pierre-Yves Cyr

Pierre-Yves Cyr

Senior Director, Capital Solutions, CDPQ

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A speaker photo for Laurence Gottlieb

Laurence Gottlieb

Chairman and CEO, Fundamental Advisors LP

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A speaker photo for Michael Gross

Michael Gross

Co-Founder, SLR Capital Partners

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A speaker photo for Isaiah  Toback

Isaiah Toback

Partner, Deputy Co-Chief Investment Officer, Castlelake

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12:30 - 13:10

Private vs. public market opportunities

Caroline Sandberg, Andrew Bellis, Jennifer Hartviksen, Kevin Lawi, Derek Miller
  • Pros to private and public debt benefits and the latest trends surrounding interest rate risk, liquidity, volatility relative to market moves, security, and duration risk
  • Trends and opportunities in fixed income and its rise in popularity over private credit
  • Changes in the CLO market

Moderator:
Caroline Sandberg
, Partner, Finance, Fried Frank

Speakers:
Andrew Bellis,
Partner, Head of Private Debt, Partners Group
Jennifer Hartviksen,
Managing Director, Global Credit, Investment Management Corporation of Ontario
Kevin Lawi
, Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investments Group, Credit Suisse Asset Management
Derek Miller, Managing Director, Fitch Ratings

A speaker photo for Caroline Sandberg

Caroline Sandberg

Partner, Fried Frank

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A speaker photo for Andrew Bellis

Andrew Bellis

Partner, Global Head of Private Debt, Partners Group

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A speaker photo for Jennifer Hartviksen

Jennifer Hartviksen

Head of Global Credit, Investment Management Corporation of Ontario (IMCO)

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A speaker photo for Kevin Lawi

Kevin Lawi

Managing Director, Private Credit Portfolio Manager - Head of Origination of Credit Investments Group, Credit Suisse Asset Management

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A speaker photo for Derek Miller

Derek Miller

Managing Director, Fitch Ratings

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13:10 - 13:50

Identifying new business opportunities while balancing your existing portfolio

William Brady, Hallie Ransone, Lori Scott, Sengal Selassie
  • What sectors to target and what sectors to avoid
  • How to find new opportunities considering choppy economic waters and rising interest rates
  • Proactive tips to take with respect to existing investments

Moderator:
William Brady, Partner, Paul Hastings

Speaker:
Hallie Ransone, Managing Director, Liberty Mutual Investments
Lori Scott, Managing Director, Lafayette Square
Sengal Selassie, CEO & Founder, Brightwood Capital Advisors

A speaker photo for William Brady

William Brady

Partner, Paul Hastings

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A speaker photo for Hallie Ransone

Hallie Ransone

Managing Director, Liberty Mutual Investments

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A speaker photo for Lori Scott

Lori Scott

Managing Director, Impact Credit, Lafayette Square

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A speaker photo for Sengal Selassie

Sengal Selassie

CEO & Founder, Brightwood

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Lunch
13:50 - 14:50

Networking lunch

Breakout sessions
14:50 - 15:30

Track A: DEI in private credit

Obinna Onyeagoro, Christine Brennan, Shamafa Khan, Kenneth Saffold
  • Link between DE&I and performance
  • How to measure DE&I across portfolios
  • LP expectations for private credit GPs

Moderator:
Obinna Onyeagoro, Consultant, Egon Zehnder

Speakers:
Christine Brennan,
Operations Manager, Alternative Investments, New Jersey Pension Plan
Shamafa L. Khan, Managing Director, Head of Marketing and Investor Relations, Crayhill Capital Management
Kenneth Saffold, Co-Founder & Managing Partner, o15 Capital Partner

A speaker photo for Obinna Onyeagoro

Obinna Onyeagoro

Consultant, Egon Zehnder

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A speaker photo for Christine Brennan

Christine Brennan

Operations Manager – Alternative Investments, New Jersey Pension Plan

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A speaker photo for Shamafa Khan

Shamafa Khan

Managing Director, Head of Marketing and Investor Relations, Crayhill Capital Management

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A speaker photo for Kenneth Saffold

Kenneth Saffold

Co-Founder and Managing Partner, o15 Capital Partners

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14:50 - 15:30

Track B: BDCs

William Tuttle, Dean D'Angelo, Matthew Freund
  • Where are we seeing the most opportunity and why?
  • What does investor appetite look like in the markets?
  • Where are we seeing the biggest cashflows?

Moderator:
William Tuttle, Investment Funds Partner, Kirkland & Ellis

Speakers:
Dean D’Angelo, Partner, Stellus Capital Management
Matthew Freund, Managing Director and Co-Portfolio Manager, Barings

A speaker photo for William Tuttle

William Tuttle

Investment Funds Partner, Kirkland and Ellis

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A speaker photo for Dean D'Angelo

Dean D'Angelo

Partner, Stellus Capital Management

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A speaker photo for Matthew Freund

Matthew Freund

President, Barings Private Credit Corp.

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Breakout sessions
15:30 - 16:10

Track A: Private debt real estate

Samantha Rowan, Andrew Chen, Andrew Smith, Patti Unti
  • Identifying the best assets and sources for alpha
  • loan structures and strategies for high performance
  • Inflation concerns and interest rates in housing markets

Moderator:
Samantha Rowan, Editor, Real Estate Capital USA, PEI

Speakers:
Andrew Chen, Head of Real Estate Investments, Beach Point Capital Management
Andrew Smith, Head of Real Estate and Senior Managing Director, Kayne Anderson Real Estate
Patti Unti, Head of CRE Equity, Waterfall Asset Management

A speaker photo for Samantha Rowan

Samantha Rowan

Editor, Real Estate Capital USA

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A speaker photo for Andrew Chen

Andrew Chen

Head of Real Estate Investments, Beach Point Capital Management

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A speaker photo for Andrew Smith

Andrew Smith

Head of Real Estate and Senior Managing Director, Kayne Anderson Real Estate

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A speaker photo for Patti Unti

Patti Unti

Head of CRE Equity, Waterfall Asset Management

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15:30 - 16:10

Track B: Private debt secondaries

Leor Landa, Ed Goldstein, John Kyles, Daniel Roddick
  • Opportunity and potential growth opportunities
  • Benefits and risks of investing in private credit secondaries

Moderator:
Leor Landa, Head of the Investment Management Practice, Davis Polk

Speakers:
Ed Goldstein, Chief Investment Officer, Coller Credit Secondaries
John Kyles, Managing Director, Portfolio Advisors
Dan Roddick, Founder, Ely Place Partners

 

A speaker photo for Leor  Landa

Leor Landa

Head of the Investment Management Practice, Davis Polk

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A speaker photo for Ed Goldstein

Ed Goldstein

Chief Investment Officer, Coller Credit Secondaries

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A speaker photo for John Kyles

John Kyles

Managing Director, Head of the Credit Strategies, Portfolio Advisors

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A speaker photo for Daniel Roddick

Daniel Roddick

Founder, Ely Place Partners

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Networking
16:10 - 16:40

Networking break

Breakout sessions
16:40 - 17:20

Track A: US vs. EU debt markets

Anna Dayn, Marc Chowrimootoo, Nate Hartley, Dharmy Rai
  • Appetite for European credit amongst US investors
  • Effects of the current global geopolitical environment
  • Challenges of regulation and an increased push for global frameworks

Moderator:
Anna Dayn, Managing Partner, New End

Speakers:
Marc Chowrimootoo, Managing Director, Hayfin Capital Management
Nate Hartley, Head of Origination, Channel Capital Advisors
Dharmy Rai, Director, BlackRock

 

A speaker photo for Anna Dayn

Anna Dayn

Managing Director, New End

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A speaker photo for Marc  Chowrimootoo

Marc Chowrimootoo

Managing Director & Portfolio Manager, Private Credit, Hayfin Capital Management

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A speaker photo for Nate Hartley

Nate Hartley

Head of Origination, Americas, Channel Capital Advisors

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A speaker photo for Dharmy Rai

Dharmy Rai

Director, BlackRock

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16:40 - 17:20

Track B: Sponsored vs. non-sponsored lending

Barry Wilson, Amit Bafna, Christian Brehm, Kerry Dolan , Christina Lee
  • Benefits of both strategies in a portfolio
  • Comparison of origination, execution, and performance
  • Risk and returns and how they are driving appetite over one another

Moderator:
Barry Wilson,
Managing Director, FIRSTavenue

Speakers:
Amit Bafna,
Managing Director, Antares Capital
Christian Brehm, Chief Executive Officer, FC Capital 
Kerry Dolan, Managing Partner, Brinley Partners
Christina Lee, Managing Director and Assistant Portfolio Manager, Oaktree Capital Management

A speaker photo for Barry Wilson

Barry Wilson

Managing Director, FIRSTavenue

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A speaker photo for Amit Bafna

Amit Bafna

Managing Director, Asset Management, Antares Capital

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A speaker photo for Christian Brehm

Christian Brehm

Chief Executive Officer, FC Capital

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A speaker photo for Kerry Dolan

Kerry Dolan

Managing Partner, Brinley Partners

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A speaker photo for Christina Lee

Christina Lee

Managing Director and Assistant Portfolio Manager, Oaktree Capital Management

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Breakout sessions
17:20 - 18:00

Track A: Private debt infrastructure

Zak Bentley, Mark Dominé , Erik Savi, Eric Wittleder
  • Key trends in the infra market as they pertain to ESG and macro forces
  • How is infrastructure debt being considered in investor portfolios and how do we benchmark progress?
  • Where are the areas of growth over the next several years?

Moderator:
Zak Bentley, Americas Editor, Infrastructure Investor, PEI

Speakers:
Erik Savi, Managing Director, Partner, and Global Head of Infrastructure Credit, Carlyle
Mark Domine, Managing Director & Head of Origination, Fundamental Advisors LP
Eric Wittleder, Managing Director, Infrastructure, Brookfield Asset Management

 

A speaker photo for Zak Bentley

Zak Bentley

Americas Editor, Infrastructure Investor

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A speaker photo for Mark Dominé

Mark Dominé

Managing Director and Head of Originations, Fundamental Advisors LP

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Erik Savi, The Carlyle Group

Erik Savi

Partner and Global Head of Carlyle Infrastructure Credit, The Carlyle Group

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A speaker photo for Eric Wittleder

Eric Wittleder

Managing Director, Infrastructure, Brookfield Asset Management

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17:20 - 18:00

Track B: New strategies and emerging sectors

Andy Thomson, Greg Hardiman, Joe McCurdy, David Traverso
  • Are investors willing to target more opportunistic strategies in exchange for a bit more risk?
  • Deep dive into collateralized loan obligation (CLOs), asset-backed loans, venture debts specialty finance, fund finance, and NAV
    financing
  • Is private debt secondaries the next wave?

Moderator:
Andy Thomson, Senior Editor, PEI Group

Speakers:
Greg Hardiman, Managing Director, 17 Capital
Joe McCurdy, Head of Origination, Guggenheim Partners
David Traverso, Managing Director, Alter Domus North America

A speaker photo for Andy Thomson

Andy Thomson

Senior Editor, Private Debt Investor

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A speaker photo for Greg Hardiman

Greg Hardiman

Managing Director, 17Capital

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A speaker photo for Joe McCurdy

Joe McCurdy

Senior Managing Director, Head of Origination, Guggenheim Investments

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A speaker photo for David Traverso

David Traverso

Managing Director, Sales, Alter Domus North America

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End of day 1
18:00 - 19:00

Networking reception

Agenda

Day 2 - Thursday 7th

Breakfast
08:00 - 09:00

LP think tank breakfast

Nicole Byrns

Speaker:
Nicole Byrns, Alternative Asset Investor, Independent, formerly CPPIB

A speaker photo for Nicole Byrns

Nicole Byrns

Formerly, CPPIB America

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08:00 - 09:00

GP working group breakfast

Jess Larsen

Speaker:
Jess Larsen, Founder & CEO, Briarcliffe Credit Partners

A speaker photo for Jess Larsen

Jess Larsen

Founder and CEO, Briarcliffe

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Welcome
09:00 - 09:02

Chair remarks

Michelle Noyes

Speaker:
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)

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09:02 - 09:40

10 years of private credit

Richard Melville, David Gaito, Drew Guyette, Avi Korn, Margarita Pineda-Ucero
  • History of private credit and where we see the next 10 years going
  • Trends in private credit and emerging asset classes

Moderator:
Richard Melville, Editorial Director, U.S., PEI

Speakers:
David Gaito, CFA, Head of Direct Lending, Fidelity Investments
Drew Guyette, Co-Chief Credit Officer & Senior Partner, Twin Brook Capital Partners, an Angelo Gordon Company
Avi Korn, Co-Head of Asset Based Finance, KKR
Margarita Pineda-Ucero, Managing Director, Audax Private Debt

A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

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A speaker photo for David Gaito

David Gaito

Head of Direct Lending, Fidelity Investments

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A speaker photo for Drew Guyette

Drew Guyette

Senior Partner & Co-Chief Credit Officer, Twin Brook Capital Partners

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A speaker photo for Avi Korn

Avi Korn

Co-Head of Asset Based Finance, KKR

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A speaker photo for Margarita Pineda-Ucero

Margarita Pineda-Ucero

Managing Director, Portfolio Management, Audax Private Credit

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Plenary sessions
09:40 - 10:20

Investor panel

Phillip Titolo , Jennie Benza, Lin Maung, Douglas Porter , Leslie Vargas
  • Key priorities for private debt investors
  • Emerging investment strategies across the direct lending capital structure
  • Increased focus from investors on ESG, real estate, and infrastructure debt and their yield returns

Moderator:
Phillip Titolo, Head of Direct Private Investments, MassMutual

Speakers:
Jennie Benza, Private Markets, General Electric Pension
Lin Maung, Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board
Douglas Porter, Managing Director, MainePERS
Leslie Vargas, Senior Portfolio Manager, Resolution Life

A speaker photo for Phillip Titolo

Phillip Titolo

Head of Direct Private Investments, MassMutual

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A speaker photo for Jennie  Benza

Jennie Benza

Private Markets, General Electric Pension

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A speaker photo for Lin Maung

Lin Maung

Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board (SWIB)

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A speaker photo for Douglas Porter

Douglas Porter

Managing Director, MainePERS

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A speaker photo for Leslie Vargas

Leslie Vargas

Senior Portfolio Manager, Resolution Life US

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10:20 - 11:00

Direct lending in middle markets

Gabriel Yomi Dabiri, Stephan Caron, Aren LeeKong, Lane McDonald, Tim Lower
  • Building out the definition of the middle market outside of deal size and what that means for performance, riskadjusted returns, and value creation
  • Differentiators between lower and upper segments of private credit
  • Analysis of alpha that can be generated by investors

Moderator:
Gabriel Yomi Dabiri
, Private Credit & Cross-Border Finance Leader, Polsinelli

Speakers:
Stephan Caron, Managing Director, Head of European Private Debt, BlackRock
Aren LeeKong, Vice Chairman of Global Credit, Head of Direct Lending, & CEO of the Business Development Companies, Carlyle
Tim Lower, Chief Executive Officer, Chief Investment Officer, Founder, Willow Tree Credit Partners LP
Lane McDonald, Managing Director, OMERS Private Equity

A speaker photo for Gabriel Yomi Dabiri

Gabriel Yomi Dabiri

Private Credit and Cross-Border Finance Leader, Polsinelli

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A speaker photo for Stephan Caron

Stephan Caron

Managing Director, Head of European Private Debt, BlackRock

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A speaker photo for Aren LeeKong

Aren LeeKong

Vice Chairman of Global Credit, Head of Direct Lending, & CEO of the Business Development Companies, Carlyle

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A speaker photo for Lane McDonald

Lane McDonald

Managing Director, OMERS Private Equity

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A speaker photo for Tim Lower

Tim Lower

Chief Executive Officer, Chief Investment Officer, Founder, Willow Tree Credit Partners LP

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Networking
11:00 - 11:30

Networking break

Plenary sessions
11:30 - 12:10

Private credit in M&A transactions

Jesse Kirsch , Andreas Boye , Dane Graham, Christopher Wright
  • Addressing the highly competitive M&A market by providing more flexibility and certainty from loans to fund acquisition
  • An analysis of direct loans outpacing syndicated loans in the middle market
  • Future of existing borrowers doing addon acquisitions

Moderator:
Jesse Kirsch, Partner, Paul Hastings LLP.

Speakers:
Andreas Boye,
Co-head of Credit Opportunities in North America, Carlyle
Dane Graham, Managing Director, 17Capital
Christopher Wright, Managing Director and Head of Private Markets, Crescent Capital

 

A speaker photo for Jesse Kirsch

Jesse Kirsch

Partner, Paul Hastings LLP

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A speaker photo for Andreas Boye

Andreas Boye

Co-head of Credit Opportunities in North America, Carlyle

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A speaker photo for Dane Graham

Dane Graham

Managing Director, 17Capital

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A speaker photo for Christopher Wright

Christopher Wright

Managing Director and Head of Private Markets, Crescent Capital

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12:10 - 12:50

Deploying capital across different strategies

Kevin McCormick, Sarah Butcher, Nicole Byrns, Noel Clapp, Grier Eliasek
  • Which asset classes and sectors are well-positioned to perform against the current economic backdrop?
  • How, if at all, are you adjusting your underwriting to capture this opportunity set?
  • What are the risks to your central thesis and how do you mitigate potential impacts to investment returns?

Moderator:
Kevin McCormick, Managing Director, Campbell Lutyens

Speakers:
Sarah Butcher, Head of Private Markets Distribution, Fiera Capital
Nicole Byrns, Alternative Asset Investor, Independent
Noel Clapp, Investment Manager, Pension Investments, GE Pension
Grier Eliasek, President, Prospect Capital

A speaker photo for Kevin McCormick

Kevin McCormick

Managing Director, Campbell Lutyens

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A speaker photo for Sarah Butcher

Sarah Butcher

Head of Private Markets Distribution, Canada, Fiera Capital

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A speaker photo for Nicole Byrns

Nicole Byrns

Alternative Asset Investor, Independent

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A speaker photo for Noel Clapp

Noel Clapp

Investment Manager, GE Pension

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A speaker photo for Grier Eliasek

Grier Eliasek

President, Prospect Capital

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End of day 2
12:50 - 13:30

Closing keynote: World view of an economist

Jason Mulvihill, Joseph Zidle

Interviewer:
Jason Mulvihill, Founder & President, Capitol Asset Strategies

Speaker:
Joseph Zidle, Senior Managing Director & Chief Investment Strategist, BlackStone

A speaker photo for Jason Mulvihill

Jason Mulvihill

Founder, President, Capitol Asset Strategies

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A speaker photo for Joseph Zidle

Joseph Zidle

Senior Managing Director & Chief Investment Strategist, BlackStone

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13:30 - 13:30

Lunch & end of conference

Connect with private debt investors and fund managers

Form invaluable relationships with the expansive community of asset managers, institutional investors, and other private debt professionals attending the forum.

Ensure you are at the forefront of the latest trends affecting your investment strategies by participating in networking sessions and having important conversations with industry leaders.

 

2023 attendee list

Network with institutional investors

Take advantage of the unique opportunity to meet institutional investors and discuss how private credit strategies fit into their portfolios.

Participate in invaluable discussions

Improve your strategy for allocating funds to private debt and generating high returns through conversations with private debt leaders.

Create lasting connections

Build your network of knowledgeable and experienced contacts within the private debt sector by networking with your fellow attendees.

Some of the many investors attending in 2023 include...

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Apply for a complimentary institutional investor pass

The Private Debt Investor New York Forum is the largest meeting place for private debt professionals in North America. A limited number of complimentary passes are available for eligible institutional investors to join the event.

To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, foundation, endowment, trust, family office, hospital/healthcare system, or corporate investment division.

Apply for a pass today and a member of our team will follow up with you.

Apply now

What to expect at the forum...

Gain exclusive insights

Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers.

Explore new opportunities

Discover private debt opportunities across strategies such as direct lending, secondaries, and real assets.

Meet with industry experts

Arrange one-to-one meetings and network with the biggest leaders engaged in the private debt asset class.

 

Investors at PDI New York 2023

The forum is the largest gathering in North America for institutional investors and other professionals part of the private debt community.

Download the preliminary attendee list to see which of your peers have already confirmed to attend for 2023.

2023 attendee list

The lineup includes pensions, insurance companies, and more

Hear from a variety of institutional investors

2023 speakers included...

Spyro Alexopoulos

Co-Head of Direct Lending, Golub Capital

Amit Bafna

Managing Director, Asset Management, Antares Capital

Michela Bariletti

Chief Credit Officer, Phoenix Group

Andrew Bellis

Partner, Global Head of Private Debt, Partners Group

Zak Bentley

Zak Bentley

Senior Reporter, Infrastructure Investor

Jennie Benza

Private Markets, General Electric Pension

Stephanie Berdik

Partner, Kirkland & Ellis LLP

Garett Bjorkman

Managing Director, Portfolio Oversight, CIM

Andreas Boye

Co-head of Credit Opportunities in North America, Carlyle

William Brady

Partner, Paul Hastings

Christian Brehm

Chief Executive Officer, FC Capital

Christine Brennan

Operations Manager – Alternative Investments, New Jersey Pension Plan

Sarah Butcher

Head of Private Markets Distribution, Canada, Fiera Capital

Nicole Byrns

Alternative Asset Investor, Independent

Stephan Caron

Managing Director, Head of European Private Debt, BlackRock

Andrew Chen

Head of Real Estate Investments, Beach Point Capital Management

Marc Chowrimootoo

Managing Director & Portfolio Manager, Private Credit, Hayfin Capital Management

Noel Clapp

Investment Manager, GE Pension

Pierre-Yves Cyr

Senior Director, Capital Solutions, CDPQ

Dean D'Angelo

Partner, Stellus Capital Management

Gabriel Yomi Dabiri

Private Credit and Cross-Border Finance Leader, Polsinelli

Anna Dayn

Managing Director, New End

Kerry Dolan

Managing Partner, Brinley Partners

Mark Dominé

Managing Director and Head of Originations, Fundamental Advisors LP

Grier Eliasek

President, Prospect Capital

Marianna Fassinotti

Head of Private Credit, The D. E. Shaw Group

Andersen Fisher

Portfolio Manager of the Special Situations Opportunity Funds, HPS Investment Partners, LLC

Matthew Freund

President, Barings Private Credit Corp.

Marc Friess

Partner, Proskauer

David Gaito

Head of Direct Lending, Fidelity Investments

Ed Goldstein

Chief Investment Officer, Coller Credit Secondaries

Laurence Gottlieb

Chairman and CEO, Fundamental Advisors LP

Dane Graham

Managing Director, 17Capital

Kevin Griffin

Chief Executive Officer & Chief Investment Officer, MGG Investment Group

Michael Gross

Co-Founder, SLR Capital Partners

Drew Guyette

Senior Partner & Co-Chief Credit Officer, Twin Brook Capital Partners

Greg Hardiman

Managing Director, 17Capital

Nate Hartley

Head of Origination, Americas, Channel Capital Advisors

Jennifer Hartviksen

Head of Global Credit, Investment Management Corporation of Ontario (IMCO)

Jesse Kirsch

Partner, Paul Hastings LLP

Avi Korn

Co-Head of Asset Based Finance, KKR

John Kyles

Managing Director, Head of the Credit Strategies, Portfolio Advisors

Leor Landa

Head of the Investment Management Practice, Davis Polk

Jess Larsen

Founder and CEO, Briarcliffe

Kevin Lawi

Managing Director, Private Credit Portfolio Manager - Head of Origination of Credit Investments Group, Credit Suisse Asset Management

Christina Lee

Managing Director and Assistant Portfolio Manager, Oaktree Capital Management

Aren LeeKong

Vice Chairman of Global Credit, Head of Direct Lending, & CEO of the Business Development Companies, Carlyle

Jeff Levin

Managing Director, Portfolio Manager and Head of Direct Lending, Morgan Stanley Investment Management

Tim Lower

Chief Executive Officer, Chief Investment Officer, Founder, Willow Tree Credit Partners LP

Kevin Magid

President, Audax Private Debt

Lin Maung

Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board (SWIB)

Kevin McCormick

Managing Director, Campbell Lutyens

Joe McCurdy

Senior Managing Director, Head of Origination, Guggenheim Partners

Lane McDonald

Managing Director, Strategy & Operations, OMERS

Richard Melville

Editorial Director, US, PEI Group

Derek Miller

Managing Director, Fitch Ratings

Michelle Noyes

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

Obinna Onyeagoro

Consultant, Egon Zehnder

Armen Panossian Oaktree Capital

Armen Panossian

Head of Performing Credit and Portfolio Manager, Oaktree Capital Management

Margarita Pineda-Ucero

Managing Director, Portfolio Management, Audax Private Credit

Douglas Porter

Managing Director, MainePERS

Dharmy Rai

Director, BlackRock

Hallie Ransone

Managing Director, Liberty Mutual Investments

Brian Resnick

Partner, Davis Polk

Daniel Roddick

Founder, Ely Place Partners

Samantha Rowan

Editor, Real Estate Capital USA

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

Kenneth Saffold

Co-Founder and Managing Partner, o15 Capital Partners

Caroline Sandberg

Partner, Fried Frank

Erik Savi, The Carlyle Group

Erik Savi

Partner and Global Head of Carlyle Infrastructure Credit, The Carlyle Group

Randy Schwimmer

Co-Head of Senior Lending, Churchill Asset Management

Lori Scott

Managing Director, Impact Credit, Lafayette Square

Sengal Selassie

CEO & Founder, Brightwood

Andrew Smith

Head of Real Estate and Senior Managing Director, Kayne Anderson Real Estate

Andy Thomson

Senior Editor, Private Debt Investor

Phillip Titolo

Head of Direct Private Investments, MassMutual

Isaiah Toback

Partner, Deputy Co-Chief Investment Officer, Castlelake

David Traverso

Managing Director, Sales, Alter Domus North America

Bao Truong

Senior Managing Director, Centerbridge Partners, L.P.

William Tuttle

Investment Funds Partner, Kirkland and Ellis

Patti Unti

Head of CRE Equity, Waterfall Asset Management

Leslie Vargas

Senior Portfolio Manager, Resolution Life US

Barry Wilson

Managing Director, FIRSTavenue

Eric Wittleder

Managing Director, Infrastructure, Brookfield Asset Management

Christopher Wright

Managing Director and Head of Private Markets, Crescent Capital

Alfred Xue

Partner, Latham and Watkins

Michael Zawadzki

Global Chief Investment Officer, Blackstone Credit

Joe Zidle

Senior Managing Director, Chief Investment Strategist of the Private Wealth Solutions Group, Blackstone

Boris Ziser

Partner, Schulte Roth and Zabel

Raise your profile among private debt decision makers

Build and develop your company’s brand image, strengthen your market credibility, and meet your investment and business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more…

For more information about sponsorship opportunities, contact Beth Piercy at beth.p@pei.group or +44 207 566 5464.

2023 sponsors

Hotel & venue

New York Marriott Marquis
1535 Broadway New York, New York 10036

All conference sessions will take place at New York Marriott Marquis.

There is also a room block at the hotel reserved for attendees. If you would like to book a room in the block, please use the link below or call reservations at +1 212 398 1900.

Book a room