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 past attendees, including total investor AUM.
» Featured speakers, including keynotes from Apollo Global Management, Ares, Golub Capital, and Oaktree Capital Management.
» Key topics covering middle market direct lending, niche and alternative credit strategies, and investor priorities.
Investors that attended last year
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)
Facilitator:
Sheila Finnerty, Board Member, Liberty Mutual Group
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
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,
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
Justin Guichard, Managing Director and Co-Portfolio Manager, Real Estate Debt and Structured Credit Strategies, Oaktree Capital
11:00 - 11:50
B | Opportunities in specialty finance
Chrystalle Anstett, CFA,
Jason Gelberd
- 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:
Chrystalle Anstett, CFA, Co-Head of Private Credit, Eaton Partners
Panelist:
Jason Gelberd, Partner and Co-Head of Direct Lending, Comvest Credit Partners
General Session
11:50 - 12:40
Panel | Regional spotlight: Europe
Mark Brenke,
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?
Panelists:
Mark Brenke, Head of Private Debt, Managing Director, Ardian
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
- 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?
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
- 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, Managing Director of Carlyle Direct Lending, The Carlyle Group
Ken Kencel, President and Chief Executive Officer, Churchill Asset Management
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?
- 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?
14:00 - 14:45
F | Emerging markets debt strategies
Gordon Watson
- 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?
Panelist:
Gordon Watson, Partner, Victory Park Capital
General Session
14:45 - 15:30
Panel | Exploration of top sectors: tech, business services and healthcare
Jennifer St. John Yount,
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
Scott Bluestein
- How do you underwrite companies with no cash flow?
- Uses of venture lending
Panelist:
Scott Bluestein, Chief Executive Officer and Chief Investment Officer, Hercules Capital
14:45 - 15:30
H | Niche strategies gaining traction
- Where do niche strategies fit in a private credit portfolio?
- How to diligence managers and evaluate deal sourcing and underwriting capabilities
- What are realistic return expectations?
Plenary sessions
15:30 - 15:50
Coffee and networking break
15:50 - 16:15
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?
Timothy Conway,
Theodore Koenig,
John Liguori,
Kevin Grifffin
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?
Pro Panelists:
Timothy Conway, Head of Private Credit, First Eagle Investment Management
Theodore Koenig, President, Chief Executive Officer and Founder, Monroe Capital LLC
John Liguori, Co-Founder and Chief Investment Officer, Direct Lending, Jefferies Finance
Con Panelist:
Kevin Grifffin, Chief Executive Officer and Chief Investment Officer, MGG Investment Group
16:45 - 17:15
Closing keynote interview | Seeking alpha in middle market direct lending with David Golub, President, Golub Capital
David 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
Chairman’s opening remarks
Stephen Nesbitt
Chairman:
Stephen Nesbitt, Chief Executive Officer, Cliffwater, LLC
Plenary sessions
09:10 - 09:45
Keynote interview with Howard Marks, Co-Chairman, Oaktree Capital
Howard Marks ,
Andrew Hedlund
09:45 - 10:30
Case studies | Distressed and special situations
Peter Antoszyk,
Mark P. Kronfeld,
Chris Monigle,
Brett Pearlman,
Daniel Pietrzak
GPs will present a trio of case studies on managing defaults and resolving issues faced in workouts using real-life examples.
Moderator:
Peter Antoszyk, Partner, Proskauer LLP
Panelists:
Mark P. Kronfeld, Managing Director, BlackRock
Chris Monigle, Administrative Vice President, Wilmington Trust
Brett Pearlman, Vice President, Partners Group
Daniel Pietrzak, Member, KKR
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,
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 and Head of Audax Private Debt, Audax Private Debt
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,
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
Panelist:
Christopher Solomon, General Partner and Director of Capital Markets, Welsh, Carson, Anderson & Stowe
12:15 - 13:00
Panel | Opportunities for LP co-investment and going direct
Nicole Douglas
- 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
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
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, CEO 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
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
Managing Director 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
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
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
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
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
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
David Golub
President, Golub Capital
David Golub is President of Golub Capital, a market-leading, award-winning private debt platform with over $30 billion of capital under management. Golub Capital partners with institutional investors and family offices, offering tailored solutions fo… Read full bio
Kevin Grifffin
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
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
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 and Chief Executive Officer, 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
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
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
Kevin P. Magid
Managing Director and 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
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
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
Stephen Nesbitt
Chief Executive Officer, Cliffwater LLC
Steve is CEO of Cliffwater LLC, an investment advisory firm specializing in alternative investments, including hedge funds, private equity, private debt, 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
Daniel Pietrzak
Member, KKR
Daniel Pietrzak (New York) joined KKR in 2016 and is a Member of KKR. Mr. Pietrzak is a portfolio manager for KKR's private credit funds and portfolios and a member of the Global Private Credit Investment Committee, Europe Direct Lending Investment C… 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
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
Rebecca Szkutak
Reporter, Private Debt Investor
Rebecca Szkutak joined Private Debt Investor in September 2018 and focuses on covering the private credit market in the Americas. She covers the market broadly, but targets opportunities in the venture debt and specialty finance sectors. She previous… Read full bio
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
Gordon Watson
Partner, Victory Park Capital
Gordon Watson joined VPC in 2014 and is a Partner in New York. He is primarily responsible for sourcing, analyzing, executing and managing investments primarily within the financial services industry. Mr. Watson also actively works on making investme… 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
Engage, interact and enhance your brand
The New York Forum offers a unique opportunity for organizations to raise their profile as a part of the premier meeting for investors allocating to private debt.
For more information on the available sponsorship opportunities, please contact Lawrence Dvorchik at +1 646 545 4429 or lawrence.d@peimedia.com.
Pre-Event Resources
Convene, 117 West 46th Street, New York, NY 10036
Event venue
Kimpton Muse Hotel, 130 W 46th St, New York, NY 10036
Hotel accommodations
Our group room block is currently sold out. To book hotel accommodations at the prevailing rate at the Kimpton Muse Hotel, please visit the following link here.