Private Debt
Investor
Investor
New York Forum 2019
24 - 25 September 2019,
Convene, 117 West 46th St, New York
The largest private debt event in North America
On September 24-25, the Private Debt Investor New York Forum will bring together over 350 senior professionals engaged in the continued expansion of private debt as an asset class. The Forum enters its sixth successful year as the premier gathering for investors to discuss how private credit strategies fit into their investment portfolios as we approach the top of the cycle.
This year’s Forum guarantees a unique opportunity to network with the largest group of industry experts who are all navigating a market full of high return expectations, yet fraught with risk. Join us to explore 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.
Join the Forum to:
- Meet over 350 private debt professionals, including 80+ institutional investors to cultivate new business relationships
- Hear how firms are differentiating themselves in this highly competitive and dynamic market
- Engage in the debate on best practices and return strategies across the private debt and credit asset class
- Gain insight from the Private Debt Investor editorial team and access exclusive data from PDI’s Research & Analytics
- Attend a wide range of sessions including breakout panels, off-the-record roundtables, and fireside chats with industry thought leaders
Why attend?
For investors
Meet the top performing private debt managers and learn how GPs might best weather a potential slowdown.
For fund managers
Advance your firm profile, showcase your expertise and share thought-leadership with investors.
For all
Attend hours of networking sessions to meet the most active LPs allocating to private debt funds.
Keynote speakers
Your networking experience
Download the brochure
See inside for:
» A sample of confirmed attendees, including total investor AUM.
» Featured speakers, including keynotes from Apollo Global Management, Ares Management, Golub Capital, and Oaktree Capital Management.
» Key topics covering middle market direct lending, niche and alternative credit strategies, and investor priorities.
Investors confirmed to attend
80+ LPs from over 65 organizations will be at this year's Forum. Book your place today to increase your visibility to LPs allocating to private debt.
WATCH: Deepest concerns in private debt revealed
What keeps you awake at night? That’s the question we posed to three leading asset class professionals at last year’s Private Debt Investor New York Forum, including Ted Koenig from Monroe Capital, Tod Trabocco from Cambridge Associates, and Marc Lasry from Avenue Capital Group. Watch this two-minute video to find out their answers.
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…
Churchill Asset Management
Randy Schwimmer, Senior Managing Director
Particularly liked the number of institutional investors who attended.
Blueprint Capital Advisors
Ed Robertiello, Chief Investment Officer
Educational and well balanced regarding pros and cons to private lending.
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 year.
View each tab below to explore the two-day agenda, packed full with insightful panel discussions, keynotes and powerful networking breaks for the leaders in private debt and credit. Interested in participating in the Forum? Contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
View agenda page
Agenda
Day 1 - Tuesday 24th
Breakfast and registration
08:00 - 09:00
Registration opens
08:00 - 09:00
Breakfast for all attendees
08:00 - 09:00
Women’s networking breakfast, co-hosted by Women in Alternative Debt (invitation only)
Sheila Finnerty
Facilitator:
Sheila Finnerty, Executive Managing Director, Credit Strategies, Liberty Mutual Investments and WIAD Board member
Sheila Finnerty
Executive Managing Director, Credit Strategies, Liberty Mutual Investments, WIAD Board Member
Read bio
Welcome remarks
09:00 - 09:10
PDI welcome
09:10 - 09:15
Chairperson's introduction
Michelle Noyes
Chairperson:
Michelle Noyes, Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bio
Plenary sessions
09:15 - 10:00
Panel | LP voices: seeking alpha in private debt today
Jonathan Bock,
Scott Bevill,
James Del Gaudio,
Andrew Yorks
- Which alternative lending strategies are performing well and why?
- Finding credit strategies that deliver uncorrelated returns
- Is the direct lending market over-saturated, and how can managers continue to differentiate themselves from the competition?
- Which private credit strategies are accretive to a portfolio of middle market direct lending strategies?
- Can investors still find opportunities for outsized returns?
Moderator:
Jonathan Bock, Managing Director, Chief Financial Officer, Global Private Finance, Barings
Panelists:
Scott Bevill, Senior Investment Officer- Global Income Strategies, Teachers’ Retirement System of the State of Illinois
James Del Gaudio, Senior Portfolio Manager, Commonwealth of Pennsylvania
Andrew Yorks, Senior Vice President, Head of Alternatives and Private Debt Strategies, Lincoln Financial Group
10:00 - 10:40
Keynote fireside chat with James Zelter, Co-President, Apollo Global Management
James Zelter,
Andy Thomson
Interviewee:
James Zelter, Co-President and Chief Investment Officer, Apollo Global Management
Interviewer:
Andy Thomson, Senior Editor, Private Debt Investor
10:40 - 11:00
Coffee and networking break
General Session
11:00 - 11:50
Panel | Cross border transactions
William Brady,
Richard Kitchen,
Scott Essex,
Eric Lloyd,
Tanner Powell
As more private credit managers have been exploring non-U.S. jurisdictions and non-US based managers have been branching out to do deals in the US, we will deconstruct a trio of hypothetical cross–border corporate credit opportunities.
Moderators:
William Brady, Partner, Head of Alternative Lender Practice, Paul Hastings LLP
Richard Kitchen, Partner, Corporate Department, Paul Hastings LLP
Panelists:
Scott Essex, Partner, Head of Private Debt, Americas, Partners Group
Eric Lloyd, Managing Director and Head of Global Private Finance, Barings
Tanner Powell, President and Chief Investment Officer, Apollo Investment Management
Working Group Series I- Breakout Rooms
11:00 - 11:50
A | Real estate credit strategies
Lisa Fu,
Gregory Dineen,
John Gluszak,
Justin Guichard
- Return expectations and risk profiles for different types of real estate credit strategies
- Current availability of debt and financing for core and non-core assets
- How risk sharing between lenders and borrowers is changing
Moderator:
Lisa Fu, Americas Reporter, PERE
Panelists:
Gregory Dineen, Partner, Chief Credit Officer, Torchlight Investors
John Gluszak, Senior Investment Officer – Real Estate, NYC Retirement Systems, Office of the Comptroller
Justin Guichard, Managing Director and Co-Portfolio Manager, Real Estate Debt and Structured Credit Strategies, Oaktree Capital Management
11:00 - 11:50
B | Opportunities in specialty finance
Brooke Jones,
Chrystalle Anstett, CFA,
Justin Burns ,
Jason Gelberd,
Jonathan Logan
- Learning more about the risk return profile of asset backed and specialty finance funds
- Appeal of non-correlated returns to investors
- Where do aviation finance, film royalties, equipment leasing, and other asset backed strategies fit in a private credit portfolio?
Moderator:
Brooke Jones, Principal, Brooklands Capital Strategies BD, LP
Panelists:
Chrystalle Anstett, CFA, Co-Head of Private Credit, Eaton Partners
Justin Burns, Principal, Atalaya
Jason Gelberd, Partner and Co-Head of Direct Lending, Comvest Credit Partners
Jonathan Logan, Managing Director, Proterra Investment Partners
General Session
11:50 - 12:40
Panel | Regional spotlight: Europe
Max Del Vento,
Mark Brenke,
John Calvao,
Andrew Konopelski,
Eric Larsson,
Jaime Prieto
- Are investors looking at Europe as an alternative to the highly competitive US market?
- Which markets present the best private debt opportunities across the capital stack – senior secured, NPLs, distressed?
- How are European private debt funds positioned to take advantage of opportunities created by BREXIT?
Moderator:
Max Del Vento, Principal, Brooklands Capital Strategies BD, LP
Panelists:
Mark Brenke, Head of Private Debt, Managing Director, Ardian
John Calvao, Global Head of Asset & Fund Management, Arrow
Andrew Konopelski, Partner and Head of Credit Strategies, EQT Partners
Eric Larsson, Managing Director, Portfolio Manager Special Situations Fund, Alcentra
Jaime Prieto, Managing Partner, Kartesia
Working Group Series II- Breakout Rooms
11:50 - 12:40
C | Investing in real asset debt strategies
Jordan Stutts,
Paul Colatrella,
Armin Rothauser
- Which subsectors are most attractive and why? Transportation, energy, shipping, ports.
- Role of insurance companies as investors
- How do investors benchmark and select real asset debt managers?
- Where do opportunities lie across the capital structure in real asset debt?
- What types of cash yields can investors expect?
Moderator:
Jordan Stutts, Senior Reporter, Infrastructure Investor
Panelists:
Paul Colatrella, Managing Director, Head of Clean Energy Infrastructure Credit, Capital Dynamics
Armin Rothauser, Managing Director, Starwood Capital
11:50 - 12:40
D | Opportunities in structured credit and broadly syndicated CLOs
Dagmara Michalczuk,
Andrew Gordon,
Mohamed Seif-Elnasr
- What advantages do CLOs offer over other structured products and credit assets?
- What impact will the repeal of risk retention have on the CLO market?
- How will a potential economic downturn impact CLO portfolio performance?
Moderator:
Dagmara Michalczuk, Portfolio Manager, Tetragon Financial Group
Panelists:
Andrew Gordon, Chief Executive Officer & Co-Chief Investment Officer, Octagon Credit
Mohamed Seif-Elnasr, Co-Founder & Managing Director, Lakemore Partners
Midday break
12:40 - 14:00
Networking luncheon
General Session
14:00 - 14:45
Panel | BDCs and middle market CLOs
Stephen Nesbitt,
Taylor Boswell,
Ken Kencel,
Meghan Neenan
- Taking advantage of regulatory changes for BDCs permitting additional leverage
- Growth of mid-market CLOs as source of capital
- What happens to the quality of assets if spreads continue to tighten and if loans get downgraded?
Moderator:
Stephen Nesbitt, Chief Executive Officer, Cliffwater, LLC
Panelists:
Taylor Boswell, Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group
Ken Kencel, President and Chief Executive Officer, Churchill Asset Management
Meghan Neenan, Managing Director, Fitch Ratings
Working Group Series III- Breakout Rooms
14:00 - 14:45
E | How can ESG offer managers an additional means of differentiation when pitching to investors?
Peter Plaut,
Vaughn Brock,
Jeff Just,
Scott Li
- How important is governance in private debt, and what are the critical issues that come up in these transactions?
- How far behind is the private debt industry than its private equity counterparts and does this make a difference to investors when allocating funds?
- Can ESG have a positive impact on returns to private debt fund managers or is it merely an investor requirement?
- Is private debt impact investing an oxymoron?
Moderator:
Peter Plaut, Executive Director, Wimmer Family Office
Panelists:
Vaughn Brock, Investment Committee Chairman, Veritas Family Office
Jeff Just, Chief Executive Officer, RadiantREIT
Scott Li, Managing Director, CRG
14:00 - 14:45
F | Emerging markets debt strategies
Jeffrey S. Davis,
Todd Kushman,
Bradshaw McKee
- How are private credit markets evolving across Asia, Latin America and other emerging markets?
- Which countries present best investment opportunities
- Are you getting compensated for additional political, economic and currency risks?
Moderator:
Jeffrey S. Davis, Partner, Eaton Partners
Panelists:
Todd Kushman, Principal, Victory Park Capital
Bradshaw McKee, Partner, Head of Credit & Co-Head of Capital Solutions, Gramercy
General Session
14:45 - 15:30
Panel | Exploration of top sectors: tech, business services and healthcare
Jennifer St. John Yount,
David Flannery,
Brent Humphries,
Joe McCurdy,
Tim Wentink
- Where are we in the cycle with respect to these sectors?
- What elements make them attractive right now?
Moderator:
Jennifer St. John Yount, Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP
Panelists:
David Flannery, Principal and President, Vista Credit Partners
Brent Humphries, President, AB Private Credit Investors
Joe McCurdy, Senior Managing Director, Head of Origination, Guggenheim Partners
Tim Wentink, Managing Director, Twin Brook Capital Partners
Jennifer St. John Yount
Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP
Read bio
Working Group Series IV- Breakout Rooms
14:45 - 15:30
G | Venture lending Spotlight Discussion
Greg Mason,
Scott Bluestein
- How do you underwrite companies with no cash flow?
- Uses of venture lending
Moderator:
Greg Mason, Managing Director, Ares Management
Panelist:
Scott Bluestein, Chief Executive Officer and Chief Investment Officer, Hercules Capital
Plenary sessions
15:30 - 15:50
Coffee and networking break
15:50 - 16:15
Keynote Fireside Chat with Michael Arougheti, Director, Co-Founder and President, Ares Management
Michael Arougheti,
Preeti Singh
Interviewee:
Michael Arougheti, Director, Co-Founder, Chief Executive Officer and President, Ares Management
Interviewer:
Preeti Singh, Business Reporter, Private Equity International
16:15 - 16:45
The great debate: are covenants important?
Randy Schwimmer,
Timothy Conway,
Kevin Griffin,
Theodore Koenig
Two teams of debaters will face off to address this important question for the private credit asset class. Why do covenants matter? What’s the impact of EBITDA add backs on covenants?
Moderator:
Randy Schwimmer, Senior Managing Director, Head of Origination & Capital Markets, Churchill Asset Management
Panelists:
Timothy Conway, Head of Private Credit, First Eagle Investment Management
Kevin Griffin, Chief Executive Officer and Chief Investment Officer, MGG Investment Group
Theodore Koenig, President, Chief Executive Officer and Founder, Monroe Capital LLC
Randy Schwimmer
Senior Managing Director, Head of Origination & Capital Markets, Churchill Asset Management
Read bio
16:45 - 17:15
Closing keynote interview | Seeking alpha in middle market direct lending with Lawrence Golub, Chief Executive Officer, Golub Capital
Lawrence E. Golub,
Andrew Hedlund
17:15 - 17:30
Chairperson's closing remarks
Michelle Noyes
Chairperson:
Michelle Noyes, Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bio
Close of day 1
17:30 - 18:30
Networking cocktail reception and end of day 1
Agenda
Day 2 - Wednesday 25th
Breakfast and registration
08:00 - 09:05
Registration opens
08:00 - 09:05
Continental breakfast
08:00 - 09:05
LP Think Tank (invitation-only)
Sylvia Owens
Facilitator:
Sylvia Owens, Global Private Credit Strategist, Aksia
Welcome remarks
09:05 - 09:10
Chairperson’s opening remarks
Stephen Nesbitt
Chairperson:
Joan Moh, Head of Production and Strategy, PEI
Plenary sessions
09:10 - 09:45
Keynote interview with Howard Marks, Co-Chairman, Oaktree Capital
Howard Marks ,
Andrew Hedlund
09:45 - 10:30
Restructuring: How The Next Cycle Will Be Different From The Last Restructuring Cycle
Peter Antoszyk,
Mark P. Kronfeld,
Lauren Krueger,
Chris Monigle,
Brett Pearlman
Panelists will discuss the key aspects of what will make the next restructuring cycle different from prior ones and provide practical tips on how private credit lenders can prepare for it.
Moderator:
Peter Antoszyk, Partner, Proskauer LLP
Panelists:
Mark P. Kronfeld, Managing Director, BlackRock
Lauren Krueger, Managing Director, Private Credit & Special Situations Teams, KKR
Chris Monigle, Administrative Vice President, Wilmington Trust
Brett Pearlman, Vice President, Partners Group
10:30 - 10:50
Coffee and networking break
10:50 - 11:30
Panel | How will the private debt asset class perform in an economic downturn?
Jay Alicandri,
Patrick Frisch, CFA,
Kevin P. Magid,
Somnath Mukherjee,
Robert Thompson
- How are private credit managers positioned to take advance of distressed opportunities?
- How are investors evaluating ability of managers to succeed in a volatile economic environment
- Lessons learned from the Global Financial Crisis
- What types of downside protection are being offered?
- Trends in flexible investment mandates
- Growth in distressed debt fundraising
Moderator:
Jay Alicandri, Partner, Dechert LLP
Panelists:
Patrick Frisch, CFA, Managing Director, Head of Investment Industry Finance, ING Capital LLC
Kevin P. Magid, Managing Director, Head of Audax Private Debt, Audax Private Debt
Somnath Mukherjee, Partner & Head of Investments, Lakemore Partners
Robert Thompson, CFA, CAIA, Senior Portfolio Manager- Credit, UPS Group Trust
Patrick Frisch, CFA
Managing Director, Head of Investment Industry Finance, ING Capital LLC
Read bio
11:30 - 12:15
Panel | A view from the borrowers: financing deals in today’s market
Ari Blaut,
Peter Plaut,
Christopher Solomon
- Importance of speed and strategic partnerships
- Current trends in financing terms
- Do borrowers have the upper hand?
- Capabilities to work with borrowers in case of a downturn
Moderator:
Ari Blaut, Partner, Sullivan & Cromwell LLP
Panelists:
Peter Plaut, Executive Director, Wimmer Family Office
Christopher Solomon, General Partner and Director of Capital Markets, Welsh, Carson, Anderson & Stowe
12:15 - 12:25
PEI Presentation | Data download: investor landscape and sentiment towards Private Debt
Nicole Douglas
• Overview of the 2019 fundraising landscape
• Investor sentiment towards private debt strategies and the rise of distressed debt
• Factors that will impact private debt performance for the year ahead
• Appetite for co-investment and the role of due diligence
Presented by:
Nicole Douglas, Head of Investor Research, Private Equity International
12:25 - 13:05
Spotlight Discussion: Opportunities for LP co-investment and going direct
Nicole Douglas,
Ziv Ehrenfeld
- Disintermediation: the difficulties in cutting out the middleman
- Different approaches to accessing direct deals
- Due diligence on LP co-investment opportunities
- Building the team and acquiring the expertise
Moderator:
Nicole Douglas, Head of Investor Research, Private Equity International
Panelist:
Ziv Ehrenfeld, Managing Director, Credit Investments, PSP Investments
Close of day 2
13:00 - 14:00
Networking luncheon and end of conference
Interested in speaking at the Forum? Please contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
Jay Alicandri
Partner, Dechert LLP
Jay R. Alicandri negotiates and structures leveraged finance transactions and fund financing transactions for lenders and fund sponsors. Mr. Alicandri advises clients on all capital structure layers, including ABL facilities, senior credit facilities… Read full bio
Chrystalle Anstett, CFA
Co-Head of Private Credit, Eaton Partners
Chrystalle is the Co-Head of Private Credit and has a leadership role in the origination, underwriting and project management of the firm's credit-related offerings. She works closely with clients on marketing strategy, collateral design and product… Read full bio
Peter Antoszyk
Partner, Proskauer LLP
Peter J. Antoszyk is a partner in the Corporate Department, a member of The Private Credit Group and co-head of the Private Credit Restructuring Group. Peter represents direct lenders, private credit funds, asset managers, alternative lenders, sovere… Read full bio
Michael Arougheti
Director, Co-Founder, Chief Executive Officer and President, Ares Management
Mr. Arougheti is Co-Founder, Chief Executive Officer and President, as well as a Director of Ares Management Corporation. He is a member of the Ares Executive Management Committee and the firm’s Management Committee. He additionally serves as Co-Chai… Read full bio
Scott Bevill
Senior Investment Officer - Global Income Strategies, Teachers’ Retirement System of the State of Illinois
Mr. Bevill currently serves as Senior Investment Officer – Global Income Strategies for the $50 billion Teachers’ Retirement System of the State of Illinois. Mr. Bevill is responsible for all global debt portfolios, both public and private, short-ter… Read full bio
Ari Blaut
Partner, Sullivan & Cromwell LLP
Ari Blaut is a partner in Sullivan & Cromwell’s Finance and Restructuring Group. Ari maintains a broad transactional practice advising clients on a range of financings, including private lending, bank financings, high yield bond issuances, “PIPE” tra… Read full bio
Scott Bluestein
Chief Executive Officer and Chief Investment Officer, Hercules Capital
Scott is the Chief Executive Officer and Chief Investment Officer for Hercules Capital. He is responsible for the company’s lending policies and risk management practices related to its loan and investment portfolio. Scott joined Hercules in 2010 as… Read full bio
Jonathan Bock
Managing Director, Chief Financial Officer, Global Private Finance, Barings
Mr. Bock is Chief Financial Officer of Barings BDC, Inc. and a Managing Director in Barings Global Private Finance Group. Prior to joining Barings in July 2018, Mr. Bock was a Managing Director and Senior Equity Analyst at Wells Fargo Securities spec… Read full bio
Taylor Boswell
Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group
Taylor Boswell is the Chief Investment Officer of Carlyle Direct Lending. In that role Mr. Boswell manages investment strategy, credit underwriting, and portfolio management for a variety of Carlyle Global Credit’s private lending vehicles. Prior to… Read full bio
William Brady
Partner, Head of Alternative Lender Practice, Paul Hastings LLP
William Brady is Head of the firm’s Alternative Lender and Private Credit Group, focused on the global private credit market. He is also a member of the Special Situations Group at Paul Hastings. Mr. Brady is based in the firm’s New York office. Mr.… Read full bio
Mark Brenke
Head of Private Debt, Managing Director, Ardian
Mark has over 20 years’ private capital investment experience in the European markets, encompassing both private debt and private equity. He heads Ardian’s Private Debt business and is a member of the Investment Committee. Prior to joining Ardian, Ma… Read full bio
Vaughn Brock
Investment Committee Chairman, Veritas Family Office
Vaughn Brock is the Investment Committee Chairman for Veritas Family Partners, an investment firm that was formed to exclusively manage the capital of the Brock Family. Veritas Family Partners' objective is to build an investment portfolio based on l… Read full bio
Justin Burns
Principal, Atalaya
Justin Burns joined Atalaya in 2012 and is a Principal on the investment team. Justin focuses on sourcing, underwriting, executing and managing investments primarily within the specialty finance industry. Prior to joining Atalaya, Justin began his ca… Read full bio
John Calvao
Global Head of Asset & Fund Management, Arrow
John’s role follows from his two years creating and leading Arrow’s Italian strategy as Italy CEO. Prior to this he was Arrow’s Portugal CEO including the CEO of Whitestar since 2010. Before Whitestar, John gained more than 15- years of experience ac… Read full bio
Paul Colatrella
Managing Director, Head of Clean Energy Infrastructure Credit, Capital Dynamics
Paul is a Managing Director and Head of Clean Energy Infrastructure Credit. He has over 25 years in project finance banking and energy and infrastructure investment management. Prior to joining Capital Dynamics, Paul was a Managing Director and the c… Read full bio
Timothy Conway
Head of Private Credit, First Eagle Investment Management
Timothy J. Conway is the head of First Eagle’s Private Credit team, and serves as a member of the Management and Investment Committees. Tim joined First Eagle in December 2017 when the firm acquired NewStar Financial, which Tim had founded in 2004. T… Read full bio
Jeffrey S. Davis
Partner, Eaton Partners
Jeff is the Co-Head of Private Credit and has a leadership role in the origination, underwriting and project management of Eaton’s private credit-related offerings. He works closely with clients on marketing strategy, collateral design and product po… Read full bio
James Del Gaudio
Senior Portfolio Manager, Commonwealth of Pennsylvania
James F. Del Gaudio (Senior Portfolio Manager) joined the Commonwealth of Pennsylvania, Public School Employees’ Retirement System (“PSERS”) Private Markets team in 2015 to manage their Private Credit and PE/Special Situations portfolios. Since joini… Read full bio
Max Del Vento
Principal, Brooklands Capital Strategies BD, LP
Max Del Vento is a Principal at Brooklands Capital Strategies where he is focused on distribution and investor engagement in the United States and Latin America. Mr. Del Vento has over 9 years of capital raising and business development expertise acr… Read full bio
Gregory Dineen
Partner, Chief Credit Officer, Torchlight Investors
Gregory Dineen is the Chief Credit Officer and a member of the Investment Committee. Before joining Torchlight, Mr. Dineen was the Head of Credit and Underwriting at B2R Finance, a Blackstone commercial mortgage origination affiliate focused on portf… Read full bio
Nicole Douglas
Head of Investor Research, Private Equity International
Nicole Douglas is the Head of Investor Research for PEI’s Research & Analytics department. Based in London but working across the company’s offices and products, she oversees researched content, surveys, and projects on investors globally. She is als… Read full bio
Ziv Ehrenfeld
Managing Director, Credit Investments, PSP Investments
Mr. Ehrenfeld joined PSP Investments USA in August 2015 to develop Credit Investments (formerly known as Private Debt) as the organization’s newest asset class. His primary focus in early days included business development, tax planning and building… Read full bio
Scott Essex
Partner, Head of Private Debt, Americas, Partners Group
Scott Essex is Head of the Private Debt Americas business unit, based in New York. He is a member of the Global Investment Committee, Chairman of the Global Direct Debt Investment Committee and a member of the Global Liquid Debt Investment Committee.… Read full bio
Sheila Finnerty
Executive Managing Director, Credit Strategies, Liberty Mutual Investments, WIAD Board Member
Sheila Finnerty is an Executive Managing Director and Head of Credit Strategies at Liberty Mutual Investments. She is a member of the firm’s Internal Investment Committee and Leadership Team. Sheila joined Liberty Mutual Investments as head of Levera… Read full bio
David Flannery
Principal and President, Vista Credit Partners
David Flannery is the President of Vista Credit Partners. Mr. Flannery reports to Robert Smith, the Founder of Vista Equity Partners. Flannery is responsible for the strategic direction of the platform and oversees all transactions. He joined Vista C… 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
Lisa Fu
Americas Reporter, PERE
Lisa Fu is the Americas reporter for PERE, the industry’s leading global real estate investment publication. She has had a special focus and interest in the opportunity zone program in the US and burgeoning ESG and impact investing space. Prior to jo… Read full bio
Jason Gelberd
Partner and Co-Head of Direct Lending, Comvest Credit Partners
Jason joined Comvest Partners in 2013 and serves as a member of the Investment Committee for Comvest’s direct lending strategy. He is responsible for originating, structuring, and managing investments. Prior to joining Comvest, Jason was a Director w… Read full bio
John Gluszak
Senior Investment Officer - Real Estate, NYC Retirement Systems, Office of the Comptroller
John Gluszak is a Senior Investment Officer for Real Estate within the Bureau of Asset Management (BAM), in the Office of the New York City Comptroller. BAM is charged with investing and managing a $193 billion portfolio (approximately $15 billion of… Read full bio
Lawrence E. Golub
Chief Executive Officer, Golub Capital
Lawrence Golub is the Chief Executive Officer of Golub Capital, a market-leading, award-winning direct lender and credit asset manager, with over $30 billion of capital under management. Golub Capital partners with institutional investors and family… Read full bio
Andrew Gordon
Chief Executive Officer & Co-Chief Investment Officer, Octagon Credit
Mr. Gordon co-founded Octagon in 1994 and subsequently managed numerous Octagon funds before assuming his current position. He possesses over 30 years of experience in the below-investment grade leveraged loan and high yield bond asset classes, in bo… Read full bio
Kevin Griffin
Chief Executive Officer and Chief Investment Officer, MGG Investment Group
Mr. Griffin founded MGG Investment Group in 2014 and is the CEO and CIO of the firm. Prior to launching MGG, Mr. Griffin was a Managing Director with Highbridge Principal Strategies, where he was a senior member of the Specialty Lending Platform and… Read full bio
Justin Guichard
Managing Director and Co-Portfolio Manager, Real Estate Debt and Structured Credit Strategies, Oaktree Capital Management
Mr. Guichard joined Oaktree in 2007. He is a managing director and co-portfolio manager for Oaktree’s Real Estate Debt and Structured Credit strategies. In addition to his strategy management responsibilities, Mr. Guichard is responsible for investin… Read full bio
Andrew Hedlund
Americas Editor, Private Debt Investor
Andrew Hedlund is the Americas Editor at Private Debt Investor where he helps coordinate coverage of US private debt markets and also writes and reports about all aspects of the asset class. Before joining PDI, he wrote for The Deal and Reorg Researc… Read full bio
Brent Humphries
President, AB Private Credit Investors
Brent Humphries joined AB in 2014 as a founding member and President of AB Private Credit Investors, where he has primary responsibility for overseeing all aspects of the business, including investor relations, investment originations, structuring an… Read full bio
Brooke Jones
Principal, Brooklands Capital Strategies BD, LP
Ms. Jones is a Principal at Brooklands Capital Strategies based in the New York office. Prior to joining Brooklands in 2017, Ms. Jones was the Co-Head of Capital Strategy at Bank of America/Merrill Lynch, where she advised asset management firms and… Read full bio
Jeff Just
Chief Executive Officer, RadiantREIT
Jeff Just is a finance professional with over 30 years of experience standardizing innovative finance vehicles for infrastructure solutions. As CEO of RadiantREIT he is targeting institutional investors to build the first-ever mortgage real estate in… Read full bio
Ken Kencel
President and Chief Executive Officer, Churchill Asset Management
Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was President and a Directo… Read full bio
Richard Kitchen
Partner, Corporate Department, Paul Hastings LLP
Richard Kitchen is a partner in the Finance Practice Group and is based in the firm’s London office. Mr. Kitchen's practice focuses on general banking, alternative credit and international acquisition and leveraged finance transactions. He has signif… Read full bio
Theodore Koenig
President, Chief Executive Officer and Founder, Monroe Capital LLC
Theodore L. Koenig, President, CEO and founder of Monroe Capital LLC, a private credit asset management firm specializing in direct lending and special situations investing. Since 2004, the firm has provided private credit solutions to borrowers in t… Read full bio
Andrew Konopelski
Partner and Head of Credit Strategies, EQT Partners
Andrew Konopelski joined EQT Partners in 2008 and is Partner and Head of EQT Credit Strategies. Andrew graduated from Duke University with degrees in Chemistry and Art History and received a Masters in Finance degree from London Business School. Prio… Read full bio
Mark P. Kronfeld
Managing Director, BlackRock
Mark Kronfeld is a Managing Director at BlackRock, where he focuses on special situations investing as well as opportunities in private credit and rescue financing. Mark manages the special situations strategy (and associated funds) within the U.S. P… Read full bio
Lauren Krueger
Managing Director, Private Credit & Special Situations Teams, KKR
Lauren Krueger (New York) joined KKR in 2018 as a Managing Director leading KKR's corporate governance efforts across U.S. Private Credit and Special Situations strategies. Prior to joining KKR, Mrs. Krueger was an independent fiduciary for Drivetrai… Read full bio
Todd Kushman
Principal, Victory Park Capital
Todd Kushman joined VPC in 2018 and is a Principal in New York. His responsibilities include new product development and identifying financing opportunities to support the firm’s investment products. Previously, Mr. Kushman served as co-founder, part… Read full bio
Eric Larsson
Managing Director, Portfolio Manager Special Situations Fund, Alcentra
Eric joined Alcentra in July 2015 and is a Portfolio Manager for Alcentra’s Special Situations funds. He has more than 10 years of experience from investing in the European distressed market; most recently as Managing Director and Head of European co… Read full bio
Scott Li
Managing Director, CRG
Scott Li joined CRG in 2015 and is a Managing Director. Mr. Li has been focused on the healthcare industry as an advisor, investor and executive for over 15 years. Mr. Li helps leads investment sourcing, diligence, and execution for CRG activity in v… Read full bio
John Liguori
Co-Founder and Chief Investment Officer, Direct Lending, Jefferies Finance
John Liguori is a co-founding member of Jefferies Finance LLC and the Chief Investment Officer of the firm’s Direct Lending business. Mr. Liguori leads the Direct Lending Group’s origination and investment teams and manages the group’s fundraising ac… Read full bio
Eric Lloyd
Managing Director and Head of Global Private Finance, Barings
Eric Lloyd is the Head of Barings’ Global Private Finance Group. He is responsible for managing all aspects of the firm’s global private finance enterprise and participating on all three of his group’s Investment Committees. Eric has worked in the in… Read full bio
Jonathan Logan
Managing Director, Proterra Investment Partners
Mr. Logan is a Managing Director of Proterra Investment Partners. Prior to Proterra, Mr. Logan worked at CoBank ACB, a Farm Credit Bank, where he served as Executive Vice President of the Corporate Agribusiness Banking Group responsible for the bank’… Read full bio
Kevin P. Magid
Managing Director, Head of Audax Private Debt, Audax Private Debt
Mr. Magid is Head of Audax Private Debt, a leading direct lender in the U.S. middle market. He joined Audax Group in 2000 to establish and lead Audax’ Private Debt business. Audax Private Debt has provided more than $16 billion of debt capital soluti… Read full bio
Howard Marks
Co-Chairman, Oaktree Capital Management
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-… Read full bio
Greg Mason
Managing Director, Ares Management
Mr. Mason is a Managing Director and Portfolio Manager in the Ares Credit Group, where he focuses on investing capital in publicly traded equities. Prior to joining Ares in 2016, Mr. Mason was a Managing Director at KBW and Stifel Financial where he… Read full bio
Joe McCurdy
Senior Managing Director, Head of Origination, Guggenheim Partners
Mr. McCurdy is a Senior Managing Director and Head of Origination in the Corporate Credit Group. He leads Guggenheim’s effort in sourcing and structuring directly negotiated transactions for both middle market private debt investments and larger unde… Read full bio
Bradshaw McKee
Partner, Head of Credit & Co-Head of Capital Solutions, Gramercy
Mr. McKee has over 27 years of distressed and structured credit experience in emerging markets. He runs the Credit team and co-manages the Capital Solutions effort. Specifically, he oversees a team that sources and analyzes corporate, sovereign, dist… Read full bio
Dagmara Michalczuk
Portfolio Manager, Tetragon Financial Group
Ms. Michalczuk is a Portfolio Manager for CLO products. She joined the group in early 2007 and prior to that was an Associate in Morgan Stanley’s Securitized Products Group working on the structuring desks in New York and London. At Morgan Stanley, s… Read full bio
Chris Monigle
Administrative Vice President, Wilmington Trust
Chris is responsible for introducing corporate clients to Wilmington Trust’s Global Loan Agency Services. He specializes in loan agency services for BDCs, Direct Lenders, and Alternative Capital Providers who originate middle market bi-lateral and sm… Read full bio
Somnath Mukherjee
Partner & Head of Investments, Lakemore Partners
Som is the Head of Investments and a member of the Investment Committee at Lakemore. His responsibilities include investment selection, structuring and portfolio management of the firm’s various credit platforms. He has more than 16 years of experien… Read full bio
Meghan Neenan
Managing Director, Fitch Ratings
Meghan Neenan is a managing director in Fitch Ratings’ financial institutions group and the North American head of Non-Bank Financial Institutions. Her coverage includes alternative and traditional investment managers, hedge funds, securities firms,… Read full bio
Stephen Nesbitt
Chief Executive Officer, Cliffwater, LLC
Steve is CEO of Cliffwater LLC, an investment advisory firm specializing in alternative investments, including private equity, private debt, hedge funds, real assets, and real estate. Prior to forming Cliffwater in 2004, Steve was a Senior Managing D… 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
Sylvia Owens
Global Private Credit Strategist, Aksia
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
Brett Pearlman
Vice President, Partners Group
Brett Pearlman is part of Partners Group's Private Debt Americas business unit, based in New York. He is responsible for oversight of workout credits in the Partners Group private debt portfolio and has twelve years of industry experience. Prior to j… Read full bio
Peter Plaut
Executive Director, Wimmer Family Office
Peter Plaut is an Executive Director at Wimmer Family Office focused on origination, researching and structuring private debt and equity transactions across a broad range of industries including in the aerospace, energy, metals and mining, and real e… Read full bio
Tanner Powell
President and Chief Investment Officer, Apollo Investment Management
Mr. Tanner Powell has been with Apollo Global Management, LLC since 2006. He became President of Apollo Investment Corporation in May 2018 and has served as the Chief Investment Officer for the Company’s Investment Adviser since June 2016. From 2004… Read full bio
Jaime Prieto
Managing Partner, Kartesia
When founding Kartesia in 2013, Jaime had over 10 years of experience in private equity finance and strategy. Before founding Kartesia Advisors, Jaime co-founded the Altercap funds at LBO France, which successfully raised and invested €500 million in… Read full bio
Armin Rothauser
Managing Director, Starwood Capital
Armin Rothauser is a Managing Director, responsible for leading the Firm’s expansion into credit and heads Starwood Capital’s Hard Asset Platform. Prior to joining Starwood Capital Group, Mr. Rothauser was a Managing Director at Deutsche Bank, where… Read full bio
Randy Schwimmer
Senior Managing Director, Head of Origination & Capital Markets, Churchill Asset Management
Durant "Randy" D. Schwimmer is Senior Managing Director, Head of Origination & Capital Markets for Churchill Asset Management. He is widely credited with developing loan syndications for middle market companies. Mr. Schwimmer brings 30 years of exper… Read full bio
Mohamed Seif-Elnasr
Co-Founder and Managing Director, Lakemore Partners
Seif is Managing Director of Lakemore and a member of the firm’s Board of Directors. He is the Chief Investment Officer at Lakemore and chairs the Investment Committee. In his role as CIO, he is responsible for building and setting the firm’s CLO equ… Read full bio
Preeti Singh
Business Reporter, Private Equity International
Preeti Singh is a reporter with Private Equity International and covers North American public pension systems and their private equity investments. Before this Preeti worked at Buyouts Insider on its new subscription vertical Active LPs and at Debtwi… Read full bio
Christopher Solomon
General Partner and Director of Capital Markets, Welsh, Carson, Anderson & Stowe
Mr. Solomon is a General Partner focused on raising financing for WCAS portfolio companies, having joined WCAS in 2007. Before joining WCAS, Mr. Solomon was at J.P. Morgan Securities and two Technology start-ups. Education Ross School of Business at… Read full bio
Jennifer St. John Yount
Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP
Jennifer St. John Yount is the chair of the Paul Hastings Finance and Restructuring practice and is based in the firm’s New York office. Her practice primarily consists of representing direct lenders, finance companies, alternative and specialty lend… Read full bio
Jordan Stutts
Senior Reporter, Infrastructure Investor
Jordan Stutts is a senior reporter at Infrastructure Investor based in New York. Since 2015, Jordan has covered trends in the funding and financing of infrastructure assets around the world. His stories range from the simple power-purchase agreement… Read full bio
Robert Thompson, CFA, CAIA
Senior Portfolio Manager- Credit, UPS Group Trust
Robert Thompson, CFA, CAIA is a Senior Portfolio Manager responsible for Credit for the UPS Investments Group. In this role, Robert has responsibility for the plan’s Credit investments capturing both Private and Public exposures. Robert’s role includ… Read full bio
Andy Thomson
Senior Editor, Private Debt Investor
Andy has been with PEI since 2003, working on a number of titles including as Editor of Private Equity International and Senior Editor of Infrastructure Investor. Since H2 2015, he took over responsibility for Real Estate Capital and, in the first ha… Read full bio
Tim Wentink
Managing Director, Twin Brook Capital Partners
Tim Wentink joined Twin Brook in 2019 as a Managing Director in the firm's middle market direct lending loan business. Tim focuses on originating, structuring, underwriting, and negotiating healthcare transactions. Prior to joining the firm, Tim spen… Read full bio
Andrew Yorks
Senior Vice President, Head of Alternatives and Private Debt Strategies, Lincoln Financial Group
Andrew Yorks is Senior Vice President and head of Alternatives and Private Debt Strategies for Lincoln Financial Group. Yorks oversees $18 billion of alternatives and private debt strategies for the company’s general account. His team of portfolio ma… Read full bio
James Zelter
Co-President and Chief Investment Officer, Apollo Global Management
Mr. Zelter is Co-President of Apollo Global Management, LLC, sharing responsibility for all of Apollo’s revenue-generating and investing businesses. Mr. Zelter focuses on Apollo’s credit and yield business, and serves on the various Credit Investment… Read full bio
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