Investor
New York Forum 2020
22 - 23 September 2020,
A virtual experience - available anywhere
The premier private debt event in North America
Private Debt Investor brings our unmatched speaker lineup and dynamic program content to you virtually
On September 22-23 the Private Debt Investor New York Forum will bring together senior professionals engaged in the continued expansion of private debt as an asset class for a live and interactive virtual conference. The Forum enters its seventh successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.
As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first class dynamic content and peer networking opportunities virtually.
Join us in 2020 for a virtual experience exploring a broad spectrum of private credit strategies across the capital structure including senior secured loans, subordinated debt, distressed, special situations, niche strategies, real estate, infrastructure and more.
Attend the Private Debt Investor NY Virtual Forum to:
- Engage with over 350 private debt professionals, including 80+ institutional investors to cultivate new business relationships
- Discuss the effects of covid-19 on the private credit market
- 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
- Participate in a wide range of impactful discussions in various formats that include off-the-record think-tanks, sector focused breakout sessions and fireside chats with industry leaders
Why attend?
• Hear from top performing private debt managers in live interactive discussions
• Utilize PDI’s virtual platform meeting tool to schedule 1-on-1 virtual meetings with institutional investors and fund managers
• Participate in invitation-only think tanks to share best practices and industry concerns
• Tailor your PDI virtual experience by customizing your personal profile and agenda
• Visit our exhibit hall to exchange information with globally recognized service providers, fund managers, and associations
• Access the platform early to network with fellow event attendees leading up to the event
2020 Keynote speakers
David B. Golub
President
Golub Capital
Dwight Scott
Senior Managing Director and Global Head of GSO Capital Partners
Blackstone
Download the 2019 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.
2019 Investors included
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.
Fantastic event to get a pulse of the private debt market.
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.
As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first class dynamic content and peer networking opportunities through our virtual platform.
Join us on September 22-23 for a virtual experience exploring a broad spectrum of private credit strategies across the capital structure including senior secured loans, subordinated debt, distressed, special situations, niche strategies, real estate, infrastructure and more.
Explore the virtual experience
1-on-1 networking
Utilize PDI’s virtual platform meeting tool to schedule 1-on-1 virtual meetings with institutional investors and fund managers
High quality content
Hear from top performing private debt managers through impactful panel discussions and keynote presentations
A customized experience
Tailor your PDI virtual experience by customizing your personal profile and agenda
Sector focused breakout sessions
Attend sector focused breakout sessions; pick and choose sessions based on your top interests
Virtual exhibit hall
Visit our exhibit hall to exchange information with globally recognized service providers, fund managers, and associations
On-demand access
Receive access to select sessions up to one year post-event anytime, anywhere
Network and build key relationships
At the PDI New York virtual forum, networking can be done anytime throughout the conference. Take advantage of our networking tools by reaching out to attendees through the event platform. Networking features include:
- Private messaging: See someone you are interested in working with? Reach out to attendees directly by sending them a direct message.
- Want to meet list: Browse through attendees and add them to your “want to meet list.” Here you will have a list of all attendees you want to meet in one place.
- Virtual Meet-ups: Pre-schedule multi-person video conferences for informal “Birds of a Feather”-type meetups, allowing you to connect and network with fellow attendees.
Hear directly from the leaders in private debt
Participate in a wide range of impactful discussions in various formats that include off-the-record think-tanks, sector focused breakout sessions and fireside chats with industry leaders.
You also get:
• Built-in calendar to add sessions to your personalized schedule
• Automated reminders
• Live polling and discussion board
• On-demand playback access to sessions for up to 12 months
Meet with globally recognized service providers, fund managers, and associations
Learn more about the event sponsors and partners throughout the conference in the virtual exhibit hall. The exhibit hall is available throughout the conference and can be accessed at anytime.
- Virtual booths: Meet with sponsors virtually to help you better serve your employees and your members.
- Online meetings: Easily “request information” from companies and share your information.
2020 agenda
View each tab below to explore the 2020 two-day virtual agenda, packed with insightful panel discussions and keynote presentations. Interested in participating in the 2020 Forum? Contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
Agenda
Day 1 - Tuesday 22nd
PEI welcome & chairwoman’s opening remarks
Keynote leadership discussion
LP roundtable: Private debt in an institutional portfolio
Moderator: Ken Kencel, President and CEO, Churchill Asset Management
Morning break
- Please visit the PDI NY Exhibition Hall
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
Opportunistic private credit
- How do you protect yourself in a down market?
- Where is there protection from environmental and geo-political risks?
- Surviving a global crisis: How did COVID-19 hit private markets?
Panelists:
Kevin Griffin, CEO and CIO, MGG Investment Group
Theodore L. Koenig, President & Chief Executive Officer, Monroe Capital
Sylvia Owens, Managing Director, Global Private Credit and Real Assets Strategist, Aksia
Distressed debt, restructuring and workouts
Mid-day break
- Please visit the PDI NY Exhibition Hall
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
Keynote fireside chat
Speaker: Dwight Scott, Senior Managing Director and Global Head of GSO Capital Partners, Blackstone
Dwight Scott
Senior Managing Director and Global Head of GSO Capital Partners, Blackstone GSO
Read bioTrack A | Real estate credit
- 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
Moderator: Peter Plaut, Executive Director, Wimmer Family Office
Panelist
Craig Andreen, Senior Managing Director, Real Estate Finance / Co-Head, NXT Capital
Track B | Spotlight: venture debt leadership discussion
- How do you underwrite companies with no cash flow?
Panelists:
Rob Pomeroy, Chairman and Chief Executive Officer, Horizon Technology Finance Corporation
David Spreng, Chairman, CEO& CIO, Runway Growth Capital
Track C | Direct lending
- What are the key issues facing lenders in the face of a global pandemic?
- How are the deals changing? Where are the deals happening?
- What is driving the growth? How risky are the loans?
- Can non-bank lenders survive an economic slump?
- 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?
Panelists:
Brendan Carroll, Co-Founder, Victory Park
Milwood Hobbs Jr., Managing Director, Oaktree Capital Management
Jay Ramakrishnan, Managing Director, Head of Originations, AB Private Credit Investors
Karen Simeone, Managing Director, HarbourVest
Afternoon break
- Please visit the PDI NY Exhibition Hall
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
Track A | The shifting sands of the BDC market and middle market CLOs
- Portfolio valuation marks
- Credit performance: Non-accruals and realized losses
- Dividends: Expecting cuts as earnings are pressured by weaker credit and lower rates
- Liquidity: material increase in revolver draws to historically high levels; Expecting to see some attractive investment opportunities as we move out of social distancing and terms and conditions have shifted in favor of the lender – but who has liquidity to deploy? How to balance new investments with supporting existing portfolio companies
- Leverage – with valuation marks, some BDCs are operating at-or-above longer-term leverage targets – how quickly can those come back down?
- Share Price – stocks have traded down significantly – yet some have announced dilutive rights offerings
Panelist
Meghan Neenan, CFA, Senior Director, Fitch Ratings
Track B | Infrastructure debt
- Which subsectors are most attractive and why?
- What types of cash yields can investors expect?
Panelists:
Alfred Griffin, President, NY Green Bank
Rich Randall, Global Head of Debt Instruments, IFM
Track C | How to create a modern structured credit and fixed income portfolio
- Risks: Interest rate, Inflation, Credit and Liquidity
- What advantages do CLOs offer over other structured products and credit assets?
Panelists:
Wynne Comer, Chief Operating Officer, AGL Credit Management
Tom Majewski, Managing Partner & Founder, Eagle Point Credit Management
Closing keynote discussion
Chairwoman’s closing remarks
Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bioAgenda
Day 2 - Wednesday 23rd
Chairwoman’s opening remarks
Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bioOpening keynote fireside chat
ESG in private debt and responsible lending
- Applying an ESG strategy across different debt instruments
- Conducting ESG diligence in credit with limited access to information, balancing rigor and flexibility for large portfolios
- ESG-focused CLOs: market opportunities and additional scrutiny
- How are your firms approaching ESG broadly? Racial and gender equality specifically?
Panelists:
Chris Cox, SMD, Chief Risk Officer, Churchill Asset Management
Candice Richards, Compliance Officer, MidOcean Partners
Morning break
- Please visit the PDI NY Exhibition Hall
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
Track A | Emerging markets debt
What are the competitive advantages for funds catering to the smaller end of the market?
Track B | Specialty finance
What is the risk return profile of asset backed and specialty finance funds?
Panelists
Brian Herr, CIO & Co-Head of Structured Credit and Asset Finance, Medalist Partners LP
Ben Radinsky, Managing Director, Director of Research, Lloyd Crescendo Advisors
Track C | Impact debt
Private debt is the largest asset class within impact investing
- Framework for impact provisions in loan agreements
Spotlight discussion featuring The Carlyle Group
Panelists:
Lauren Basmadjian, Managing Director and Senior Portfolio Manager, The Carlyle Group
Alex Popov, Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group
Closing keynote
Chairwoman’s closing remarks
Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bio2020 speakers
Interested in speaking at the 2020 Forum? Please contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
Craig Andreen
Senior Managing Director, Real Estate Finance/ Co-Head, NXT Capital
Lauren Basmadjian
Managing Director and Senior Portfolio Manager, The Carlyle Group
Brendan Carroll
Co-Founder, Victory Park Capital
Wynne Comer
Chief Operating Officer, AGL Credit Management
Chris Cox
Senior Managing Director and Chief Risk Officer, Churchill Asset Management
David Golub
President, Golub Capital
Alfred Griffin
President, NY Green Bank
Kevin Griffin
Chief Executive Officer and Chief Investment Officer, MGG Investment Group
Brian Herr
CIO & Co-Head of Structured Credit and Asset Finance, Medalist Partners LP
Milwood Hobbs Jr.
Managing Director, Oaktree Capital Management
Brent Humphries
President and Founding Member, AB Private Credit Investors
Ken Kencel
President and CEO, Churchill Asset Management
Theodore L. Koenig
President and Chief Executive Officer, Monroe Capital LLC
Tom Majewski
Managing Partner and Founder, Eagle Point Credit Management
Christopher J. Monigle
Vice President, Wilmington Trust
Meghan Neenan, CFA
Senior Director, Fitch Ratings
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Sylvia Owens
Managing Director, Global Private Credit and Real Assets Strategist, Aksia
Peter Plaut
Executive Director, Wimmer Family Office
Rob Pomeroy
Chairman and Chief Executive Officer, Horizon Technology Finance Corporation
Alex Popov
Managing Director and Senior Portfolio Manager, The Carlyle Group
Ben Radinsky
Managing Director, Director of Research, Lloyd Crescendo Advisors
Jay Ramakrishnan
Managing Director, Head of Originations, AB Private Credit Investors
Rich Randall
Global Head of Debt Investments, IFM Investors
Candice Richards
Compliance Officer, MidOcean Partners
Dwight Scott
Senior Managing Director and Global Head of GSO Capital Partners, Blackstone GSO
Karen Simeone
Managing Director, HarbourVest
David Spreng
Chairman, CEO & CIO, Runway Growth Capital
Jordan Stutts
Senior Writer, Private Markets, PEI
2020 sponsors
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 for the 2020 Forum, please contact Tyler Mitchell at +1 646 795 3279 or tyler.m@peimedia.com.
Pre-Event Resources
Frequently asked questions
Why is the event moving to a virtual platform?
In response to covid-19, organizers of PEI’s Private Debt Investor New York Forum have made the decision to transition from an in-person conference to a live virtual conference. The decision to move our event to a virtual platform was done based on the consideration of our attendees’ safety and official health recommendations.
When are conference sessions and events?
The virtual conference will take place on:
Tuesday, September 22: 9:00 am EST – 5:15 pm EST
Wednesday, September 23: 9:15 am EST – 1:35 pm EST
Where can I find the updated schedule of events?
You can view our latest agenda.
How do I access sessions?
A few weeks prior to the event, all attendees will be sent a link to access our virtual conference app. To learn more about this platform, please view our “How it works” page.
What is included in the ticket price?
Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of sessions.
Will the pricing change?
We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.
What if I already purchased a ticket at the in-person rate?
A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.
What about my hotel reservation?
Please contact the hotel directly regarding your room reservation.
Additional questions?
Please feel free to contact us directly at regny@peimedia.com.