Scottie D. Bevill
Senior Investment Officer, Global Income Strategies Teachers' Retirement System of the State of Illinois
Private Debt
Investor
Investor
New York Forum Virtual Experience 2021
22 - 23 September 2021,
Eastern Time (ET) - Available Anywhere
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 for a live and interactive virtual conference. The Forum enters 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 NY Virtual Forum will enable you to:
- Engage with private debt professionals and institutional investors to cultivate new business relationships
- Hear how firms are differentiating themselves in this highly competitive and dynamic market
- Debate on 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
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 virtual networking rooms to exchange information with globally recognized service providers, fund managers, and associations
Access the platform two weeks prior to the event and begin networking with fellow event attendees
Featured speakers include
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.
2020 Attendees included
View the preliminary attendee list from the 2020 Forum. Book your place today to increase your visibility to LPs allocating to private debt.
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 New York 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 jumpstart 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 that include 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 anytime 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
Interested in speaking at the 2021 Forum? Please contact Kellie Green at kellie.g@peimedia.com.
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
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
Brendan Carroll
Senior Partner & Co-Founder, Victory Park Capital
Brendan Carroll is a Senior Partner at VPC, which he co-founded in 2007. He is responsible for strategic initiatives and firm operations in addition to sourcing, evaluating and executing investment opportunities. Mr. Carroll also oversees marketing,… 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
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
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
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
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 $35 billion of capital under management. Golub Capital partners with institutional investors and family offices, offering tai… 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
Dwayne Hyzak
President and Chief Operating Officer, Main Street Capital
Dwayne L. Hyzak has served as a member of our Board of Directors since January 2018, as our President since 2015 and as our Chief Operating Officer and Senior Managing Director since 2014. Mr. Hyzak also serves as a member of our investment committee… Read full bio
Brad Marshall
Senior Managing Director, Blackstone Credit
Brad Marshall is a Senior Managing Director with Blackstone Credit, formerly known as GSO Capital Partners. He is a Co-Head of Blackstone Credit's Performing Credit Group overseeing Blackstone Credit's Direct Lending effort and is a member of Blackst… 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
Keith R. Read
President, Cerberus Capital Management & Cerberus Business Finance, LLC
Mr. Read joined Cerberus in 2006. Prior to joining Cerberus, Mr. Read was a Managing Director at CIBC World Markets from 1995 to 2005, where he was responsible for the distribution of structured finance products including CLOs and CBOs, mezzanine fin… 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
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
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 2021 Forum, please contact Tyler Mitchell at +1 646 795 3279 or tyler.m@peimedia.com.
2021 Agenda
View each tab below to explore the preliminary 2021 two-day virtual agenda, packed with insightful panel discussions and keynote presentations. Interested in participating in the 2021 Forum? Contact Kellie Green at kellie.g@peimedia.com.
*Please Note: All session times listed are in the Eastern Time Zone*
Click here to download the preliminary agenda.
View agenda page
Agenda
Day 1 - Wednesday 22nd
Off the record
08:50 - 09:50
Think tanks | closed door, invitation only
Participate in LP and GP think tanks.
Welcome remarks
10:00 - 10:10
PDI welcome & chairwoman's opening remarks
Michelle Noyes
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 bio
Plenary sessions
10:15 - 10:45
Keynote leadership discussion
10:50 - 11:20
Keynote fireside chat
11:25 - 12:15
LP roundtable discussion
Discussion topics:
- Are LPs still growing allocations?
- What strategies are most attractive (distressed/special situations, mezzanine, others)?
- An overview of past, current and future allocations to PD
- What is the appetite for emerging managers & emerging markets?
- What permanent changes do LPs foresee moving forward?
- What are current expectations for benchmarking returns?
Networking break
12:15 - 12:30
Networking break
Meet your co-attendees through the PDI “Meet your Match” meeting tool.
Plenary sessions
12:30 - 13:20
The strength of private credit
Discussion topics:
- 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 and potential (direct lending, distressed debt, mezzanine, real estate, infrastructure and special situations funds)?
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.
Breakout sessions
14:15 - 14:55
Track A | Real estate debt
Discussion topics:
- The economic fallout from the pandemic and related disruptions
- Overview of delinquency rates and the outlook for CRE property values
- Overview of the following sectors:
- The future of office
- Residential
- Retail
- How does geography play a role in RE Debt (i.e., Miami becoming a new financial capital)?
14:15 - 14:55
Track B | Infrastructure debt investment highlights
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 areas may be riskier than you think. What areas are riskier than others?
- The importance of digital infrastructure and how it’s driving infrastructure debt growth
Networking break
14:55 - 15:05
Networking break
Meet your co-attendees through the PDI “Meet your Match” meeting tool.
Breakout sessions
15:05 - 15:45
Track A | Private debt secondaries
Discussion topics:
- Impact the last year has had on the private debt secondaries market
- Expansion of the private debt secondaries market
- Key drivers including 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?
15:05 - 15:45
Track B | Diversity in the private credit industry
Discussion topics:
- What work is being done to move towards positive changes?
- What can firms do to address diversity during the hiring processes? How do you increase and broaden the talent pipeline?
- What efforts are being implemented to retain a diverse workforce?
- What steps are you taking to boost overall culture at your firm?
- Diversity and inclusion oversight
Closing plenary session
15:50 - 16:40
Direct lending
Taylor Boswell
Discussion topics:
- The appeal of direct lending as an asset class
- Supply and demand dynamics in the direct lending space
- Competition in the space
- Flexible service offerings
Agenda
Day 2 - Thursday 23rd
Off the record
09:00 - 10:00
Women's roundtable | closed door, invitation only
Plenary sessions
10:05 - 10:40
Keynote CIO leadership discussion
10:45 - 11:35
ESG focus
A forward-looking conversation discussing sourcing/screening, monitoring/engagement and how debt and equity providers can collaborate on ESG during the due diligence process.
Discussion topics:
- Approaches to ESG management
- ESG integration in the underwriting process
- Standardization
- 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
Networking break
11:35 - 11:45
Networking break
Meet your co-attendees through the PDI “Meet your Match” meeting tool.
Plenary session
11:45 - 12:35
Stressed, distressed and special situations
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
Breakout sessions
12:40 - 13:20
Track A | CLO focus
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
12:40 - 13:20
Track B | Investing with impact — the rise of impact investing in private credit
Discussion topics:
- Overview on the rise of impact investing in private credit
- Impact-focused modifications on agreements
- Impact performance provisions
- Selecting KPIs
Closing remarks
13:30 - 13:35
Chairwoman's closing remarks
Michelle Noyes
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 bio