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 70+ 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

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Investors that attended last year

50 South Capital
Abbot Downing
Aflac Global Investments
Aksia
Ascension
Atrato Advisors
AWAC Services Company, Inc
Ballentine Partners
Blueprint Capital Advisors (BCA)
Bridgeport Asset Management
British Columbia Investment Management Corporation (bcIMC)
Bureau of Asset Management - Office of New York City Comptroller
Caisse de dépôt et placement du Québec
Cambridge Associates
Canada Pension Plan Investment Board
CDPQ
Cliffwater LLC
Colby College
Contegria Private Capital LLC
Country Financial
Enstar Gropu
Erie Insurance
GAM
Gapstow Capital Partners LP
GIC Private Equity
Golden Alpha US LLC
Hanwha Asset Management
HOOPP Capital Partners
Joint Industry Board
Kentucky Retirement Systems
Meketa Investment Group, Inc
Mercer
Mitsubishi UFJ Trust and Banking Corporation
Mitsui Sumitomo Trust Bank
Nationwide Mutual Insurance Company
NEPC
New Jersey Division of Investment
Nikko Asset Management
Nonami, LLC
OLS Capital
Ontario Teachers' Pension Plan
Pacific Life
Pfizer
PSP Investments
Rackson Asset Management, LLC
Richardson GMP & Richardson GMP Private F.O.
Rocaton Investment Advisors
Royal Bank of Canada
Royce Family Investments LLC and Royce Family Fund, Inc.
San Bernardino County Employees' Retirement Association
Sigma Principal Capital (Single Family Office)
Stafford Capital Partners
Sumitomo Mitsui Trust Bank, Limited
Sun Life Institutional Investments (Canada) Inc.
Swiss Re
The Jordan Family Office
The World Bank Pension Fund
UPS Group Trust
VIA Rail Canada Pension Plan
Wafra Inc.
White Mountains Advisors, LLC
Willett Advisors LLC
Wilmington Trust Investment Advisors, Inc.
Zeke Capital Advisors

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

A quote icon for decorating the content 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…

Read full testimonial

A quote icon for decorating the content Churchill Asst Management

Randy Schwimmer, Senior Managing Director

Particularly liked the number of institutional investors who attended.

A quote icon for decorating the content Blueprint Capital Advisors

Ed Robertiello, Chief Investment Officer

Educational and well balanced regarding pros and cons to private lending.

 

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 Arleen Buckley at arleen.b@peimedia.com or +1 212 633 1454.

Day 1 Day 2
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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)

Welcome remarks
09:00 - 09:10

PDI welcome

09:10 - 09:15

Chairman introduction

Plenary sessions
09:15 - 10:00

Panel | LP voices: seeking alpha in private debt today

  • 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? 
10:00 - 10:40

Keynote fireside chat

10:40 - 11:00

Coffee and networking break

Main room session
11:00 - 11:50

Direct lending: Panel | cross border transactions

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 crossborder corporate credit opportunities. 

Working group series I
11:00 - 11:50

A | Real estate credit strategies

  • 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 
11:00 - 11:50

B | Opportunities in specialty finance

  • 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? 
Main room session
11:50 - 12:40

Direct lending- Panel | Exploration of top sectors: tech, business services and healthcare

  • Where are we in the cycle with respect to these sectors? 
  • What elements make them attractive right now? 
Working group series II
11:50 - 12:40

C | Investing in infrastructure debt strategies

  • Which subsectors are most attractive and why? Transportation, energy, shipping, ports. 
  • Role of insurance companies as investors 
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 is the impact of risk retention on the CLO market? 
  • How will a potential economic downturn impact CLO portfolio performance? 
Midday break
12:40 - 14:00

Networking luncheon

Main room session
14:00 - 14:45

BDCs and middle market CLOs

  • 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? 
Working group series III
14:00 - 14:45

E | Distressed and special situations- case studies

GPs will present a trio of case studies on managing defaults and resolving issues faced in workouts using real-life examples  

 

14:00 - 14:45

F | Emerging markets debt strategies

  • 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? 
Main room session
14:45 - 15:30

Middle market direct lending- Regional spotlight Europe

Working group series IV
14:45 - 15:30

G | Venture lending

  • How do you underwrite companies with no cash flow? 
  • Uses of venture lending 
14:45 - 15:30

H | Niche strategies gaining traction: insurance linked and litigation finance

  • 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 - 16:00

Networking break

16:00 - 16:45

The Great debate: are covenants important?

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? 

16:45 - 17:15

Closing keynote interview

17:15 - 17:30

Chairman's closing remarks

Close of day 1
17:30 - 19:00

Networking cocktail reception

19:00 - 19:00

End of day 1

Agenda

Day 2 - Wednesday 25th

Breakfast and registration
08:00 - 09:05

Invite-only LP Think Tank

08:00 - 09:05

Registration opens

08:00 - 09:05

Breakfast for all attendees

Welcome remarks
09:05 - 09:10

Chairman’s opening remarks

Plenary sessions
09:10 - 09:45

Keynote interview

09:45 - 10:30

Panel | Opportunities for LP co-investment and going direct

  • 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  
10:30 - 10:50

Coffee and networking break

10:50 - 11:30

Panel | How will private credit funds perform in an economic downturn?

  • How are private credit managers positioned to take advance of distressed opportunities? 
  • Are workout teams being hired? 
  • Growth in distressed debt fundraising 
  • Lessons learned from the Global Financial Crisis 

 

11:30 - 12:15

Panel | A view from the borrowers- financing deals in today’s market

  • 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 

 

12:15 - 13:00

Panel | How can ESG offer managers an additional means of differentiation when pitching to investors?

Close of day 2
13:00 - 14:00

Networking luncheon

14:00 - 14:00

End of day 2

 

Interested in speaking at the Forum? Please contact Arleen Buckley at arleen.b@peimedia.com or +1 212 633 1454.

Chrystalle Anstett, CFA

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

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

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

David Golub

President, Golub Capita

David Golub is President of Golub Capital, a nationally recognized credit asset manager with an award-winning middle market lending business. Golub Capital manages over $25 billion in capital for institutional investors and family offices, offering t… 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

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

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

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

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

Steve 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

James Zelter

Co-President and Chief Investment Officer, Apollo Global Management

Mr. Zelter is Co-President of Apollo Global Management, LLC, sharing responsibility for all of Apollo’s revenue-generating and investing businesses. Mr. Zelter focuses on Apollo’s credit and yield business, and serves on the various Credit Investment… Read full bio
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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.

Convene, 117 West 46th Street, New York, NY 10036

Event venue

Kimpton Muse Hotel, 130 W 46th St, New York, NY 10036

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.