Scottie D. Bevill
Senior Investment Officer, Global Income Strategies Teachers' Retirement System of the State of Illinois
Private Debt
Investor
Investor
Virtual Forum 2021
22 - 23 September 2021,
Eastern Time (ET) - Available Anywhere
The premier private debt event in North America
The Private Debt Investor Virtual Forum 2021 brought together senior professionals engaged in the continued expansion of private debt as an asset class for a live and interactive virtual conference. The Forum entered its eighth successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.
Attending the Private Debt Investor Virtual Forum enabled attendees to:
- Engage with private debt professionals and institutional investors to cultivate new business relationships
- Hear how firms differentiate themselves in this highly competitive and dynamic market
- Debate best practices and return strategies across the private debt and credit asset class
- Participate in a wide range of impactful discussions in various formats that include off-the-record think-tanks, sector-focused breakout sessions and fireside chats with industry leaders
2021 speakers included
Benefits of attending
Hear from top-performing private debt managers in live interactive discussions
Participate in invitation-only think tanks to share best practices and industry concerns
Tailor your PDI virtual experience by customizing your personal profile and agenda
2021 LP attendees included:
Explore the virtual experience
Platform highlights:
- Profile customization
- Create a personalized schedule by adding select sessions and face to face virtual meetings to “My Agenda”
- Want to meet list
- 1-on-1 networking meeting tools
- Interactive panel sessions with Q&A and discussion boards
- Automated reminders
- On-demand playback access to select sessions for up to 12 months.
What our attendees say about the Forum
Country Financial
Kurt Bock, Chief Executive Officer
Absolutely invaluable! The perspectives from GPs, LPs, and industry analysts all in one place made this the most beneficial investor meeting I will attend this…
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.
Frequently asked questions
Why is the event moving to a virtual platform?
In response to covid-19, organizers of PEI’s Private Debt Investor New York Forum have made the decision to transition from an in-person conference to a live virtual conference. The decision to move our event to a virtual platform was done based on the consideration of our attendees’ safety and official health recommendations.
When are conference sessions and events?
The virtual conference will take place on:
Wednesday, September 22: 9:00 am EST – 5:15 pm ET
Thursday, September 23: 9:15 am EST – 1:35 pm ET
What about the timezone difference? How do I set meetings on my timezone?
The platform shows available meeting times as per your computer’s timezone. For example, if you are based in New York, a meeting you set for 12 pm from your account will show to a recipient in Los Angeles as 9 am, reducing the human error impact of incorrectly guessing timezones.
It is worth noting that event timings will be running on the Eastern Time Zone. The platform will note the timezone abbreviation next to most timings to avoid confusion.
Where can I find the updated schedule of events?
You can view our latest agenda.
How do I access sessions?
Two weeks prior to the event, on September 8, all attendees will be sent a link to access our virtual conference app. As a registered attendee, you will be sent a unique link to access the platform. That link is unique to you and cannot be shared with anyone else.
To learn more about this platform, please view our “How it works” page.
Do I need to sit in front of my laptop all day or all night?
No. There will be live content (which is where you can take part in live Q&As) and select sessions will be made on demand, so you can watch sessions at a time convenient to you.
What is included in the ticket price?
Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of select sessions.
Will the pricing change?
We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.
What if I already purchased a ticket at the in-person rate?
A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.
I have watched enough webinars over the past year, why would I want to watch more?
We hear you – which is why we have structured the platform to ensure you are part of the conversation. You will be able to:
- Ask questions of panel speakers during the session
- Spend time face-to-face via video conference with speakers to ask questions after the
session - Join roundtables to discuss the topics that matter to you with like-minded peers
- Focused networking breaks where you can discuss the strategies and opportunities you are interested in
- Pop in to sponsor booths to connect via video and discuss their offerings or a presentation that they have given
Additional questions?
Please feel free to contact us directly at regny@peimedia.com.
Explore the virtual experience
As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first-class dynamic content and peer networking opportunities through our virtual platform.
Join us on September 22-23 for a virtual experience exploring a broad spectrum of private credit strategies across the capital structure including senior secured loans, subordinated debt, distressed, special situations, niche strategies, real estate, infrastructure and more.
Watch our video guide for a preview of what to expect.
The virtual platform offers:
1-on-1 networking
Utilize PDI’s virtual meeting tools to schedule private face to face video meetings with institutional investors and fund managers
High-quality content
Hear impactful panel discussions and keynote presentations from top-performing private debt managers
A customized experience
Tailor your PDI virtual experience by customizing your personal profile and agenda
On-demand access
Receive access to select sessions up to one year post-event anytime, anywhere
Network and build key relationships
Network at any time throughout the two-day PDI Virtual Forum. Take advantage of our virtual meeting tools by sending a message or scheduling a face-to-face video meeting with Forum attendees.
- Early access to the platform: Get a jump start on your PDI virtual experience when the platform opens Tuesday, September 8. Customize your own individual profile and personal agenda and begin browsing through fellow attendee and speaker profiles.
- “Want to meet” list: Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face-to-face 25-minute video meeting will be scheduled and added to both attendees’ personal agendas.
- Search, send, and schedule features: Search attendee profiles, send fellow attendees a message, and schedule a private, face-to-face video meeting anytime during the conference. Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc.
Hear directly from the leaders in private debt
Through the integrated Zoom platform, participate in a wide range of impactful discussions in various formats including invitation-only think-tanks, sector-focused breakout sessions and keynote fireside chats with industry leaders.
Platform highlights:
- Live panel discussions with live audience Q&A
- Create a personalized schedule by adding select sessions and face to face virtual meetings to your customized agenda “My Agenda”
- Networking meeting tools
- Interactive discussion boards
- Automated reminders
- On-demand playback access to select sessions for up to 12 months
Meet with globally recognized service providers, fund managers, and associations
Learn more about our event sponsors and partners in the virtual networking rooms. The virtual networking rooms can be accessed at any time and there you can:
- Live chat with sponsors
- Easily request information
- Access additional resources materials available
The virtual PDI New York Forum will connect you with the leaders in the private debt community providing a place to engage, learn, and network.
Network at any time throughout the two day PDI New York virtual Forum. Take advantage of our virtual meeting tools by sending a private message or scheduling a face to face video meeting with Forum attendees.
Amplify your networking
Early access to the virtual platform
Gain access to the virtual platform two weeks before the event. Customize your own individual profile and personal agenda. Begin browsing through fellow attendee and speaker profiles.
Get a jumpstart on your PDI virtual experience when the platform opens Wednesday, September 8.
“Want to meet” list
These 25-minute video meetings are set-up through an auto scheduler based on mutual selection during the designated meeting times.
Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face to face video meeting will be scheduled and added to both attendees’ personal agendas.
Search, send, and schedule features
Search attendee profiles, send fellow attendees a message, and schedule a private, face to face video meeting anytime during the conference. Meetings will take place as private, face to face video meetings.
Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc. Join your private meetings through your personalized agenda.
Pre-Event Resources
2021 Speakers included:
Gretchen Bergstresser
Partner, Global Head of Performing Credit, CVC Credit
Gretchen co-founded the U.S. Credit business of CVC Credit Partners in 2005. Over her 30+ years in the industry, she has also worked at Eaton Vance, Bank of Boston, ING and other financial institutions. She earned an M.B.A. from Boston University, an… Read full bio
Scottie D. 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 $60 billion Teachers’ Retirement System of the State of Illinois. Mr. Bevill is responsible for all global debt portfolios, both public and private, and short… Read full bio
Robin Blumenthal
Senior Reporter, Private Debt Investor
Robin Goldwyn Blumenthal is a senior reporter at Private Debt Investor. She spent many years covering the public markets, including 20 years as a senior editor at Barron’s magazine, where she presaged the US housing collapse and the 2008 financial cr… Read full bio
Abbe Borok
Managing Director and Head of U.S. Debt, BentallGreenOak
Abbe Franchot Borok is Managing Director and Head of U.S. Debt for BentallGreenOak (BGO). In her role, Abbe has overall responsibility for the BGO U.S. Debt business, including management of core, core plus and high yield debt strategies. Abbe also l… 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
David M. Brackett
Chief Executive Officer, Antares Capital
Dave is Chief Executive Officer of Antares Capital. He is a member of Antares’ Investment Committee as well as Antares’ Board of Directors. Previously, Dave served as president and chief executive officer for GE Antares. He was a founding partner whe… Read full bio
Kyle Campbell
Senior Reporter, PERE
Kyle Campbell is a senior reporter for PERE, PEI Media’s global magazine and website for private real estate investment. Based in New York, he leads coverage of the Americas with a focus on investors in the US and Canada. Before joining PERE in fall… Read full bio
Young Choi
Partner, Senior Trader & Portfolio Manager, King Street Capital Management & Rockford Tower Capital Management
Young Choi is a Partner at King Street Capital Management, Senior Trader and the Portfolio Manager of Rockford Tower Capital Management, King Street’s CLO platform. Mr. Choi is a member of the U.S. Investment Committee at King Street and has been a P… Read full bio
Paul Colatrella
Managing Director-Infrastructure Debt, Fiera Private Debt
Paul Colatrella is a Managing Director with Fiera Private (US) and functions as the Head of the US based Infrastructure Debt Team in NY. Before joining Fiera Private Debt US LLC in October 2020, Paul Colatrella was the Head of Clean Energy Infrastruc… Read full bio
Wynne Comer
Chief Operating Officer, AGL Credit Management
Comer has thirty years of experience in the structured credit markets. Prior to AGL, from 2009 to 2019, she served at Bank of America where her last post was as Global Head of the CLO Primary business where she led a team in New York and London to or… Read full bio
Ray Costa
Managing Director – Head of Special Situations, Benefit Street Partners
Ray Costa is a managing director with Benefit Street Partners and is based in our New York office. Prior to joining BSP in 2014, Mr. Costa served as a managing director at Deutsche Bank Securities, where his responsibilities ranged from the global he… Read full bio
Patrick Dalton
Founder and Chief Executive Officer , FrontWell Capital Partners Inc
Patrick Dalton is a founder and the Chief Executive Officer. He is an accomplished investment management executive with over 30 years of investment experience in private credit markets and has held leadership positions at leading financial and asset-… Read full bio
James F. Del Gaudio
Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees' Retirement System (PSERS)
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
Greg Dineen
Partner, Chief Credit Officer, Torchlight Investors
Greg 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 portfoli… Read full bio
Jeffrey Dorigan
Senior Vice President of BBH Alternative Fund Services, Brown Brothers Harriman
Jeff Dorigan leads business development and sales in the Americas for BBH’s Alternative Fund Services business, covering real estate, private equity, private credit, and hedge funds. Jeff joined BBH in 2018 with significant experience delivering ente… Read full bio
Symon Drake-Brockman
Co-Founder & Managing Partner, Pemberton Asset Management
Symon is the co-founder and Managing Partner of Pemberton. He is a member of the board of Pemberton Asset Management Holding, Executive Management Committee of Pemberton Capital Advisors LLP and is co-chair of the Credit Review Committee. Prior to co… Read full bio
Jens Ernberg
Managing Director and Co-head of Private Credit, Capital Dynamics
Jens is a Managing Director and Co-head of Private Credit. Jens has over 20 years' industry experience and is a member of the Private Credit Investment Committee as well as the Executive Committee. Previously, Jens was the portfolio manager and co-ch… Read full bio
Jon Fox
President and Partner, Värde Partners
Jon Fox is a Partner and President. He is a member of the firm’s Investment Committee. Based in New York, he joined Värde in London in 2013, was named Partner in 2017, and has led the firm’s New York office since 2019. In addition to his role in glob… Read full bio
Shannon Fritz
Senior Managing Director, Antares Capital
Shannon is a senior managing director of Antares Capital. She is responsible for structuring, underwriting, documenting and managing transactions. Shannon is a member of Antares’ Investment Committee. Shannon joined Antares in 2004. Prior to Antares,… Read full bio
Daniel Fuchs
Director - Infrastructure Debt, BlackRock Real Assets
Daniel Fuchs, Director, is a member of the Infrastructure Debt team within BlackRock Alternative Investors (BAI). Daniel is responsible for the origination, structuring and execution of global infrastructure and energy transaction across the capital… Read full bio
Ariel Goldblatt
Partner, Stepstone Group
Ms. Goldblatt is a member of the private debt team. Prior to joining StepStone, Ms. Goldblatt was a director of business development at CNBC, Inc., where she led business development and M&A activity. Prior to that, Ms. Goldblatt was a senior ana… Read full bio
David Golub
President, Golub Capital
David Golub is President of Golub Capital, a market-leading, award-winning direct lender and credit asset manager, with over $40 billion of capital under management. Golub Capital partners with institutional investors and family offices, offering tai… Read full bio
Douglas Goodwillie
Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors
Douglas Goodwillie is a managing partner and a co-head for Kayne Anderson Capital Advisors’ middle market direct lending strategies. Goodwillie has over 20 years of experience in middle market lending, underwriting over $4.0 billion in loan volumes d… Read full bio
Alona Gornick
Managing Director, Origination, Churchill Asset Management
Alona serves as a Managing Director, Origination and Head of Chicago Office for Churchill Asset Management, where she focuses on developing relationships with private equity sponsors and middle market lenders. Previously, Alona was a Director on the… 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. Over multiple economic cycles, Mr. Griffin has originated and invested over $5 billion across the capital structure of middle market businesses, including distressed… Read full bio
Mikhail Gurevich
Managing Partner, Dominion Capital
Mikhail Gurevich serves as Managing Partner of Dominion Capital, an investment firm he founded in June 2011. Prior to launching Dominion Capital, Mr. Gurevich served as President and CTO of ZepInvest, Inc., a company he founded in June 2007. In May 2… Read full bio
Jeff Hammer
Global Co-Head of Secondaries, Private Markets, Manulife Investment Management
Jeff leads the global secondaries business, focused on GP-led and special situation transactions, and partners with private equity, private credit, and secondary fund sponsors. Prior to joining the firm, he was co-head of Houlihan Lokey’s illiquid fi… Read full bio
Tim Henn
Senior Vice President, Portfolio Advisors
Tim joined Portfolio Advisors in 2014 and is a member of the Private Equity Secondary Investments team. Previously, he was in investment banking at Raymond James in the Debt Origination & Restructuring Group, where he focused on various restructu… Read full bio
Milwood Hobbs Jr.
Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Mr. Hobbs sources and originates private debt opportunities across Oaktree’s credit strategies. Prior to joining Oaktree in 2013, he was an executive director at Natixis Securities focused on building the high yield sales and trading franchise. Prior… Read full bio
Joel Holsinger
Partner, Portfolio Manager, Co-Head of Alternative Credit at Ares Management Corporation
Mr. Holsinger is a Partner, Portfolio Manager and Co-Head of Alternative Credit in the Ares Credit Group. Mr. Holsinger serves as a member of the Ares Credit Group's Alternative Credit Executive Committee and Alternative Credit Investment Committee.… Read full bio
Jun Hong Heng
Founder and Chief Investment Officer, Crescent Cove Advisors
Jun Hong Heng is the Founder and Chief Investment Officer of Crescent Cove Advisors, LP (“Crescent Cove”), a technology investment firm focused on working with founders and management teams to build the iconic companies of tomorrow. He is also the Ch… Read full bio
Brent Humphries
President and Founding Member, 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
Rick Jain
Partner & Global Head of Private Credit, Pantheon Ventures
Rick is a Partner and Global Head of Private Debt. Rick is a member of the International Investment Committee and the Global Credit Committee. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain… Read full bio
Liddy Karter
Managing Partner, Mizzen Capital
Liddy Karter is Managing Partner of Mizzen Capital. Mizzen is a private, SBIC, credit fund investing in US based, lower middle market companies across sectors including business services, advanced manufacturing, IT and alternative energy. Previously… Read full bio
Ken Kencel
President and CEO, Churchill Asset Management
Ken serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset management arm of TIAA, a Fortune 100 financial services company. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct L… Read full bio
James H. Kirby
President & Co-Founder, Deerpath Capital Management
James Kirby is the President and Co-founder of Deerpath Capital. He was previously a Managing Director and Portfolio Manager in credit investing at Dune Capital Management, LP and its predecessor fund at Soros Fund Management LLC from 2004-2006. He w… Read full bio
Hitesh Kumar
Portfolio Manager, Orchard Global Asset Management (OGAM)
Hitesh Kumar joined Orchard Global as a Portfolio Manager from UBS in October 2016. From 2009 to 2016 he was part of the Special Situations Group at UBS where he most recently was head of North America and Latin America. His team was responsible for… Read full bio
Karen Lau
Portfolio Manager, Onex Credit
Karen is a CLO Portfolio Manager and member of the Investment Committee of Onex Credit, with a focus on the firm’s US CLO strategy. Karen oversees 18 US CLO vehicles with a total AUM of $8.8 billion. Karen has 23 years of experience. Prior to joining… Read full bio
Jocelyn Lewis
Executive Director, Private Debt Strategy, Financial Services, IHS Markit
Jocelyn Lewis has responsibility for the go-to-market strategy for our Private Debt Solution Ms. Lewis is responsible for our private debt strategy globally as well as product development and client engagement. Previously, she was the regional head o… Read full bio
Marc Lipschultz
Co-Founder and Co-President, Blue Owl Capital
Marc Lipschultz is a Co-Founder and Co-President of Blue Owl, a member of the firm’s Executive Committee and a member of the firm’s board of directors. Marc is also a Co-Founder and President of Owl Rock Capital Partners, serves as the Co-Chief Inves… Read full bio
Cari Lodge
Managing Director and Head of Secondaries, Commonfund
Cari Lodge is Head of Secondaries and a member of the Investment Committee. Her responsibilities include oversight of due diligence, underwriting, manager selection and investment management for the firm's private capital Primary, Secondary, Co-Inves… Read full bio
Kevin Marchetti
Chief Risk Officer, Varagon Capital Partners
Kevin Marchetti is a Partner of Varagon Capital Partners and serves as the firm’s Chief Risk Officer. Kevin has been with the firm since its inception and has driven the successful construction of the portfolio. Kevin is responsible for all underwrit… Read full bio
Brad Marshall
Co-head of Performing Credit, Blackstone Credit
Brad Marshall is Co-head of Blackstone Credit’s Performing Credit Platform, CEO of both the Blackstone Private Credit Fund (BCRED) and the Blackstone Secured Lending Fund (BXSL), and a Senior Managing Director with Blackstone. Mr. Marshall focuses on… Read full bio
Gene Miao
Senior Investment Strategist, Churchill Asset Management
Gene is a senior investment strategist at Churchill Asset Management working closely with Nuveen’s global distribution team to deepen Churchill’s relationships with and develop creative solutions to meet the unique needs of investors around the world… 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
Michael Morris
Managing Director, Private Credit Northleaf Capital Partners
Michael is a Managing Director at Northleaf Capital Partners based in Chicago. He is responsible for the origination, evaluation and monitoring of Northleaf’s private credit investments in North America. Prior to joining Northleaf in 2017, Michael wa… Read full bio
Ryan Morse
Director, Pennsylvania State Employees' Retirement System
Ryan Morse is a Director at the Pennsylvania State Employees' Retirement System (“PA SERS”), where he has served since 2018. Mr. Morse is responsible for investments in the private equity, private credit, and real estate asset classes for PA SERS. Pr… 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
Tanner Powell
Partner, Apollo Global 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
Jay Ramakrishnan
Managing Director, Head of Originations, AB Private Credit Investors
Jay Ramakrishnan joined AB in 2014 as a founding member and Managing Director of AB Private Credit Investors. She is a member of the investment committee and Head of Originations, responsible for developing and driving originations strategies across… Read full bio
Faith Rosenfeld
Governing Partner and Chief Administrative Officer, HPS Investment Partners
Ms. Rosenfeld is a Governing Partner and Chief Administrative Officer of HPS Investment Partners. Prior to joining HPS in 2007, Ms. Rosenfeld was a Partner at CCMP Capital, the successor organization to JPMorgan Partners (“JPMP”), the private equity… Read full bio
Samantha Rowan
Editor, PEI Media
Samantha Rowan is the editor of Real Estate Capital USA, a new publication from PEI Media focusing on the U.S. commercial real estate financing markets. She has had a long career as a real estate journalist, sitting at the helm of Real Estate Finance… Read full bio
Katrina Rowe
Partner, Kirkland & Ellis LLP
Katrina S. Rowe is a partner in the Investment Funds Group at Kirkland & Ellis LLP. Her practice focuses on representing domestic and international sponsors on forming, marketing and operating private investment funds covering a wide spectrum of… Read full bio
Benjamin Rubin
Private-Partner Group, Proskauer
Benjamin Rubin is a partner in the Corporate Department and a member of The Private Credit Group. Ben focuses his practice on complex corporate finance transactions and represents an array of private credit providers, including private debt funds, BD… Read full bio
Sengal Selassie
CEO and Founder, Brightwood
Sengal Selassie is the CEO and Founder of Brightwood. Mr. Selassie has been involved in all phases of the firm’s development since its founding in 2010. He is a member of the Executive Committee and serves on the Investment Committee of all Brightwoo… Read full bio
Jordan Stutts
Senior Writer, Private Markets, PEI
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
Jacqueline Taiwo
Principal, TowerBrook & Co-Founder, Black Women in Asset Management
Jacqueline Taiwo is Compliance Director and Principal at TowerBrook Capital Partners. She advises on regulatory and legal matters for the firm and its investment vehicles. Jacqueline is also a member of TowerBrook’s Risk Committee and Diversity &… Read full bio
Andy Thomson
Senior Editor, Private Debt Investor, PEI Media
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
Chad Valerio
Managing Director and Portfolio Manager, Opportunistic Credit, Onex
Chad is a Managing Director and Portfolio Manager of Onex Credit, focusing on Opportunistic Credit and member of the Opportunistic Credit Investment Committee. Chad has over 18 years of industry experience. Prior to joining Onex Credit, he was a Port… Read full bio
Tingting Zhang
Founder and CEO, TerraCotta Group
Dr. Tingting Zhang is the Founder and CEO of the TerraCotta Group. She oversees the firm’s investment activities and manages portfolio risk. Dr. Zhang heads TerraCotta’s Credit Committee. She also leads the research and methodology agenda at the Terr… Read full bio
John Zito
Senior Partner and Deputy CIO of Credit
John Zito is the Deputy Chief Investment Officer of Credit at Apollo Global Management. Mr. Zito is the Senior Portfolio Manager of multiple products across Apollo’s credit platform, and serves on all of the Firm’s credit investment committees. Mr. Z… Read full bio
Sponsors
The Virtual Forum offered a unique opportunity for organizations to raise their profile as a part of the premier meeting for investors allocating to private debt.
For information on available 2021 sponsorship opportunities, please contact Tyler Mitchell at +1 646 795 3279 or tyler.m@peimedia.com.
2021 Agenda
View each tab below to explore the 2021 two-day virtual agenda, packed with insightful panel discussions and keynote presentations.
*Please Note: All session times listed are in the Eastern Time Zone*
View agenda page
Agenda
Day 1 - Wednesday 22nd
Think Tank
09:00 - 09:50
GP Think Tank | Closed Door, Invitation-only
Gene Miao
Facilitator:
Gene Miao, Senior Investment Strategist, Churchill Asset Management
Welcome remarks
10:00 - 10:10
PDI Welcome & Chairwoman's Opening Remarks
Michelle Noyes
PDI Welcome:
Seth Kerker, Director of Events, Americas, PEI
Chairwoman’s Opening Remarks:
Michelle Noyes, Managing Director, Head of Americas, AIMA
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bio
Plenary sessions
10:15 - 10:45
Keynote Leadership Discussion
Jordan Stutts,
David M. Brackett,
David Golub
Moderator:
Jordan Stutts, Senior Writer, Private Markets, PEI
Keynote Speakers:
David M. Brackett, Chief Executive Officer, Antares Capital
David Golub, President, Golub Capital
10:50 - 11:20
Keynote Fireside Chat
Andy Thomson,
Ken Kencel
11:25 - 12:15
LP Roundtable Discussion
Chad Valerio,
Scottie D. Bevill,
James F. Del Gaudio,
Ryan Morse
Discussion Topics:
- Are LPs still growing allocations? To which strategies
- What strategies are most attractive (distressed/special situations, mezzanine, others)?
- Overview on past, current and future allocations to PD
- Appetite for emerging managers & emerging markets?
- What permanent changes do LPs foresee moving forward?
- Benchmarking returns – what are current expectations?
Moderator:
Chad Valerio, Managing Director and Portfolio Manager, Opportunistic Credit, Onex
Panelists:
Scottie D. Bevill, Senior Investment Officer – Global Income Strategies, Teachers’ Retirement System of the State of Illinois
James F. Del Gaudio, Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees’ Retirement System (PSERS)
Ryan Morse, Director, Alternative Investments, Pennsylvania State Employees’ Retirement System (SERS)
Networking break
12:15 - 12:30
Networking break
Plenary sessions
12:30 - 13:20
The Strength of Private Credit
Katrina Rowe,
Symon Drake-Brockman,
Shannon Fritz,
Kevin Marchetti,
Jay Ramakrishnan
Discussion Topics:
2020 was an interesting case study on the strengths of the private credit market compared to other debt and credit investments
- How has private credit stacked up against the public fixed income market?
- what makes private credit so uniquely suited to withstand turmoil and volatility?
- What happens with default rates when liquidity stops getting pumped into the markets?
- What sectors in private credit have the best returns/future outlook (direct lending, distressed debt, mezzanine, real estate, infrastructure and special situations funds)
Moderator:
Katrina S. Rowe, P.C., Partner, Kirkland & Ellis LLP
Panelists:
Symon Drake-Brockman, Co-Founder and Managing Partner, Pemberton Asset Management
Shannon Fritz, Senior Managing Director, Antares Capital
Kevin Marchetti, Chief Risk Officer, Varagon Capital Partners
Jay Ramakrishnan, Managing Director, Head of Originations, AB Private Credit Investors
13:25 - 14:10
Spotlight Discussion featuring Brightwood Capital Advisors
Jordan Stutts,
Sengal Selassie
CEO & Founder of Brightwood Capital Advisors, Sengal Selassie will sit with PEI’s Jordan Stutts to discuss the firm’s strategic approach to seeking alpha in mid-market direct lending, while supporting US based companies.
Moderator:
Jordan Stutts, Senior Writer, Private Markets, PEI
Featured Speaker:
Sengal Selassie, CEO & Founder, Brightwood Capital Advisors
Breakout series
14:15 - 14:55
Track A | Real Estate Debt
Kyle Campbell,
Abbe Borok,
Greg Dineen ,
Mikhail Gurevich,
Tingting Zhang
Discussion Topics:
- The economic fallout from the pandemic and related disruptions
- Overview on delinquency rates and the outlook for CRE property values
- Overview on sectors:
- The future of office
- Residential
- Retail
- How does geography play into RE Debt (i.e., Miami becoming a new financial capital)?
Moderator:
Kyle Campbell, Senior Reporter, PEI
Panelists:
Abbe Borok, Managing Director and Head of U.S. Debt, BentallGreenOak
Greg Dineen, Partner/Chief Credit Officer, Torchlight Investors
Mikhail Gurevich, Managing Partner, Dominion Capital (LP) (family office)
Tinting Zhang, Founder and CEO, TerraCotta Group
14:15 - 14:55
Track B | Infrastructure Debt Investment Highlights
Samantha Rowan,
Paul Colatrella,
Daniel Fuchs,
Hitesh Kumar
Discussion Topics:
- How will the initiatives of the Biden administration impact the sector?
- For the most part infrastructure debt is seen as a safe and secure space but some area may be more risky than you think. What areas are riskier than others?
- The importance of digital infrastructure and how its driving infrastructure debt growth
Moderator:
Samantha Rowan, Editor, PEI Media
Panelists:
Paul Colatrella, Managing Director-Infrastructure Debt, Fiera Private Debt
Daniel Fuchs, Director – Infrastructure Debt, BlackRock Real Assets
Hitesth Kumar, Portfolio Manager, Orchard Global Asset Management
Networking break
14:55 - 15:05
Networking Break
Breakout series
15:05 - 15:45
Track A | Private Debt Secondaries
Jeff Hammer,
Tim Henn,
Rick Jain,
Cari Lodge
Discussion Topics
- Impact the last year has had on the private debt secondaries market
- Expansion of the private debt secondaries market
- The key drivers like:
- Rebalancing of portfolios and the likely rise in GP-led restructurings following COVID-19 related market dislocation
- What do LPs think about the private debt secondaries market and if they are not prepared to allocate, why?
Moderator:
Jeff Hammer, Global Co-Head of Secondaries-Private Markets, Manulife Investment Management
Panelists:
Tim Henn, Senior Vice President, Portfolio Advisors
Rick Jain, Partner & Global Head of Private Credit, Pantheon Ventures
Cari Lodge, Managing Director and Head of Secondaries, Commonfund Capital
15:05 - 15:45
Track B | Diversity in the Private Credit Industry
Alona Gornick,
Milwood Hobbs Jr.,
Liddy Karter,
Jacqueline Taiwo
Discussion Topics
- What work is being done towards positive change?
- What is being done to address diversity during the hiring processes? How do you increase and broaden the talent pipeline?
- What efforts have you implemented to retain a diverse workforce?
- What are you doing to boost overall culture at your firms?
- Diversity and inclusion oversight
Moderator:
Alona Gornick, Managing Director, Private Credit Origination, Churchhill Asset Management
Panelists:
Milwood Hobbs, Jr., Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Liddy Karter, Managing Partner, Mizzen Capital
Jacqueline Taiwo, Principal, TowerBrook & Co-Founder, Black Women in Asset Management
Milwood Hobbs Jr.
Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Read bio
Closing plenary session
15:50 - 16:40
Direct Lending
Patrick Dalton,
Taylor Boswell,
Brent Humphries,
Marc Lipschultz,
Brad Marshall
Discussion Topics:
- Appeal of Direct Lending as an asset class
- Supply and demand dynamics in the direct lending space
- Competition in the space
- Offering flexible service offering
Moderator:
Patrick Dalton, Chief Executive Officer, FrontWell Capital Partners Inc.
Panelists:
Taylor Boswell, Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group
Brent Humphries, President, AB Private Credit Investors
Marc Lipschultz, Co-Founder and Co-President, Blue Owl Capital
Brad Marshall, Senior Managing Director, Blackstone Credit
Agenda
Day 2 - Thursday 23rd
Off the record
09:00 - 10:00
Women's Roundtable | Closed Door | Invitation-only
Michelle Noyes
Michelle Noyes, Managing Director, Head of Americas, AIMA
Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bio
Plenary sessions
10:05 - 10:40
Keynote Discussion: Qualities of a Good Credit Manager in Times of Volatility
James H. Kirby
Keynote Speaker:
James H. Kirby, President & Co-Founder, Deerpath Capital Management
10:45 - 11:35
The Expansion of Private Credit as an Asset Class
Benjamin Rubin,
Douglas Goodwillie,
Kevin Griffin,
Joel Holsinger,
Jocelyn Lewis
Discussion Topics
- The continued increase in loan sizes and competition with syndicated markets
- The big tent of private credit (non-sponsored, credit opportunities, special situations, sector lending, etc.)
- Customized solutions (unique and traditional structures)
Moderator:
Benjamin E. Rubin, Partner-Private Credit Group, Proskauer
Panelists:
Douglas Goodwillie, Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors
Kevin Griffin, CEO & CIO, MGG Investment Group
Joel Holsinger, Partner, Portfolio Manager, Co-Head of Alternative Credit, Ares Management Corporation
Jocelyn Lewis, Executive Director, IHS Markit
Networking break
11:35 - 11:45
Networking break
Plenary session
11:45 - 12:35
Stressed, Distressed, and Special Situations
Jeffrey Dorigan,
Ray Costa,
Jon Fox,
Jun Hong Heng,
Michael Morris
Discussion Topics
- In 2020, nimble private credit managers took advantage of distressed investment opportunities. How has that strategy played out?
- Are LPs willing to commit capital for future opportunistic investments?
- Case studies on managing defaults and resolving issues
Moderator:
Jeffrey Dorigan, Senior Vice President, BBH Alternative Fund Services
Panelists:
Ray Costa, Managing Director-Corporate Credit, Benefit Street Partners
Jon Fox, President and Partner, Värde Partners
Jun Hong Heng, Founder and Chief Investment Officer, Crescent Cove Advisors
Michael Morris, Managing Director, Northleaf Capital
Jeffrey Dorigan
Senior Vice President of BBH Alternative Fund Services, Brown Brothers Harriman
Read bio
Plenary session
12:40 - 13:20
CLO Focus
Gretchen Bergstresser,
Young Choi ,
Wynne Comer,
Karen Lau,
Dagmara Michalczuk
Discussion Topics
- 2021 Outlook on the CLO market
- What advantages do CLOs offer over other structured products and credit assets?
- Collateralized loan obligations in US vs Europe
- Managing the complexity of CLOs and leveraging technology
- Role of the ratings agencies
Moderator:
Gretchen Bergstresser, Partner and Global Head of Performing Credit, CVC Credit Partners
Panelists:
Young Choi, Partner, Senior Trader & Portfolio Manager, Rockford Tower Capital Management
Wynne Comer, Chief Operating Officer, AGL Credit Management CLO
Karen Lau, Portfolio Manager, Onex
Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners
Young Choi
Partner, Senior Trader & Portfolio Manager, King Street Capital Management & Rockford Tower Capital Management
Read bio
Plenary sessions
13:25 - 14:15
ESG Focus
Faith Rosenfeld,
Jens Ernberg,
Ariel Goldblatt,
Tanner Powell
Discussion Topics
- Loan structuring to encourage responsible behavior
- Innovative ways to link loans to ESG considerations
- Incorporating ESG considerations to assess risk metrics and thematic issues including climate change, energy transition, resource availability, workforce practices and inclusive growth
- Using data & ESG analytics
- Acquiring data and meeting LP expectations for reporting
- Impact of EU regulation
Moderator:
Faith Rosenfeld, Governing Partner and Chief Administrative Officer, HPS Investment
Partners
Panelists:
Jens Ernberg, Managing Director and Co-head of Private Credit, Capital Dynamics
Ariel Goldblatt, Partner, Stepstone Group (LP)
Tanner Powell, Partner, Apollo Global Management
Plenary sessions
14:15 - 14:45
Closing Keynote
Robin Blumenthal,
John Zito
14:45 - 14:45