Investor
New York Forum 2020
22 - 23 September 2020,
Convene, 117 West 46th St, New York
The premier private debt event in North America
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. The Forum enters its seventh successful year as the premier gathering for investors to discuss how private credit strategies fit into their investment portfolios.
Last year’s Forum produced 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 in 2020 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.
2020 Keynote speakers
David B. Golub
President
Golub Capital
Dwight Scott
Senior Managing Director and Global Head of GSO Capital Partners
Blackstone
Your networking experience
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.
2020 agenda
View each tab below to explore the 2020 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 2020 Forum? Contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
Agenda
Day 1 - Tuesday 22nd
LP breakfast (invitation-only) | Sponsored by: Monroe Capital
Registration and welcome breakfast
PEI welcome
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 bioKeynote leadership discussion
LP roundtable: Private debt in an institutional portfolio
Moderator: Ken Kencel, President and CEO, Churchill Asset Management
Networking break
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
Networking lunch
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
Track B | Spotlight: venture debt leadership discussion
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
Networking break
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
Panelists
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 (CONFIRMED)
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: the impact of federal stimulus and support on the market
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 bioPDI NY cocktail reception
Agenda
Day 2 - Wednesday 23rd
Women in private debt networking breakfast (invitation-only)
Moderator:
Sylvia Owens, Managing Director, Global Private Credit and Real Assets Strategist, Aksia
Registration and welcome breakfast
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
Networking break
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
Keynote Spotlight Discussion featuring The Carlyle Group
Panelists:
Alex Popov, Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group
Geographic spotlight
China and Southern Europe had been growth spots for the market and have been hit hard by COVID19. How did these countries and others fare in the face of the global pandemic?
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 bioNetworking luncheon and end of conference
2020 speakers
Interested in speaking at the 2020 Forum? Please contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
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
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
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.
Venue & hotel accommodations
Click here to reserve hotel accommodations in our room block at the Kimpton Muse Hotel. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised.
Cutoff date to book is August 22, 2020.