The premier private debt event in North America
Form lasting relationships with private credit-focused investors at the 10th annual Private Debt Investor New York Forum.
Discover innovative and actionable methods for differentiating your firm in this highly competitive and dynamic market.
Connect with North America’s leading investors to:
- Hear where they are looking to allocate funds
- Expand your network and discover solutions to pressing challenges within the changing economic environment
- Gain actionable insight into current best practices and strategies for generating the highest returns
What can you expect at the forum?
Explore new trends in private debt
Learn about the most relevant topics across the asset class, including direct lending, specialty finance, and more.
Exchange ideas with your peers
Have meaningful conversations with private debt experts about top return strategies and best practices for securing capital.
Expand your investor network
Make valuable connections with investors and discuss their top considerations when allocating to private debt.
Secure your place by June 16 to save $350.
Key agenda themes for 2023
Hear from industry experts about the most relevant topics across the private debt asset class, including:
- Macro trends and a push for real assets
- Main risk factors going into 2024
- Drive toward direct lending
- Trends in specialty finance
- ESG and DEI in private credit
- Private debt in middle and lower-middle markets
- And more!
2023 speakers
Apply for a complimentary institutional investor pass
Complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, foundation, endowment, trust, family office, or corporate investment division.
Apply for a pass, and a member of our team will follow up with you.
Browse the 2023 attendee list...
Connect with investors and private debt experts
See what past attendees are saying about the forum
Testimonials
Kurt Bock
Chief Executive Officer, Country Financial
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…
Jim McMullan
Head of Corporate Credit, CDPQ
Overall great retreat; an opportunity to step back and think about private debt opportunities and trends.
Brett Hickey
Chief Executive Officer, Star Mountain Capital
Well-organized conference with high-quality LPs and GPs along with high-quality content and technology for participants to engage.
Kurt Bock
Chief Executive Officer, Country Financial
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.
Raise your profile among private debt decision makers
Build and develop your company’s brand image, strengthen your market credibility, and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information about sponsorship opportunities, contact Beth Piercy at beth.p@pei.group or +44 207 566 5464.
2023 sponsors
2023 speakers
Have a topic you would like to discuss at the Private Debt Investor New York Forum 2023? Contact Erin Wolfe at erin.wolfe@pei.group to discuss available speaking opportunities.
Spyro Alexopoulos
Senior Managing Director, Head of Originations, Golub Capital
Mr. Alexopoulos joined Golub Capital in 2007 and is a Senior Managing Director and Head of Originations on the Direct Lending team. He is a member of the Firm’s Investment Committee and is responsible for originating, underwriting, executing and moni… Read full bio
Michela Bariletti
Chief Credit Officer, Phoenix Group
Michela joined Phoenix Asset Management as Chief Credit Officer in May 2021. In this role, Michela is leading the Credit Research and Ratings team for all asset strategies pursued by Phoenix Group, which have capabilities to assign internal ratings t… Read full bio
Andrew Bellis
Partner, Global Head of Private Debt, Partners Group
Andrew Bellis Is the global head of Private Debt, overseeing both the Direct Lending and Liquid Loan business units. He is based in New York and has been with Partners Group for six years. He has 23 vears of industry experience. Prior to Partners Gro… Read full bio
Jennie Benza
Private Markets, General Electric Pension
Ms. Benza serves as Investment Manager for the General Electric Pension focused on the private markets. She previously worked for Abbott Capital, where she was most recently a Principal and a member of the Investment Committee. Before joining Abbott,… Read full bio
Garrett Bjorkman
Managing Director, Portfolio Oversight, CIM
Garett Bjorkman is a Managing Director in the Portfolio Oversight Group. He leads Portfolio Oversight for CIM’s private real estate debt and Opportunity Zone investment strategies. Prior to joining CIM, Mr. Bjorkman worked at various real estate priv… Read full bio
Andreas Boye
Managing Director of the Carlyle Credit Opportunities Fund (“CCOF”), Co-Head of CCOF in North America, Carlyle
Mr. Boye is a Managing Director of the Carlyle Credit Opportunities Fund (“CCOF”), Co-Head of CCOF in North America based in New York. Prior to joining Carlyle, Mr. Boye was a Managing Director at HPS Investment Partners (f/k/a Highbridge Principal S… Read full bio
Christine Brennan
Operations Manager – Alternative Investments, New Jersey Pension Plan
Christine Brennan is the Operations Manager of the $25 billion Alternative Investments Portfolio for the New Jersey Pension Plan. She is responsible for cash flow management, performance and monitoring of the portfolio which comprises over 250 limite… Read full bio
Sarah Butcher
Head of Private Markets Distribution, Canada, Fiera Capital
Sarah Butcher is responsible for generating new business opportunities amongst Canadian institutional investors for Fiera Capital’s private market strategies. Sarah also has a leadership role in supporting Fiera Capital’s global growth across its pri… Read full bio
Nicole Byrns
Alternative Asset Investor, Independent
Nicole joined CPPIB in 2019 and focuses on investment opportunities across the structured credit sector including CLOs, consumer finance, and specialty finance sectors. Prior to joining CPPIB, Nicole worked at Deutsche Bank’s Global Credit Trading gr… Read full bio
Stephan Caron
Managing Director, Head of European Private Debt, BlackRock Alternatives
Stephan Caron, Managing Director, is Head of European Private Debt within BlackRock Alternatives. In this role, he is responsible for leading the platform, originating and executing investment opportunities, leading the investment process and maintai… Read full bio
Pierre-Yves Cyr
Senior Director, Capital Solutions, CDPQ
Pierre-Yves Cyr is Senior Director, Capital Solutions. He plays a key role in CDPQ’s Specialty Finance strategy, which includes identifying, negotiating and executing key transactions. Mr. Cyr joined CDPQ in 2017 and has led real assets, intellectual… Read full bio
Anna Dayn
Managing Partner, New End
Anna Dayn is a Managing Partner and US head of New End, a family-office-anchored strategic advisory and capital formation firm in private markets. At New End, Anna partners and invests in high-growth companies, sponsors and investment platforms to pr… Read full bio
Kerry Dolan
Managing Partner, Brinley Partners
Kerry Dolan is the Founder and Managing Partner of Brinley and is the Chair of the Investment Committee. Prior to founding the firm in 2021, Kerry was a Managing Director on the Credit Investments team at the Public Sector Pension Investment Board (“… Read full bio
Marianna Fassinotti
Head of Private Credit, The D. E. Shaw Group
Marianna Fassinotti is a managing director based in the D. E. Shaw group's New York office and head of the Private Credit investment unit. Prior to joining the firm in 2015, Ms. Fassinotti was a managing director at Siguler Guff ＆ Company, LP, co-hea… Read full bio
Marc Friess
Partner, Proskauer
Marc B. Friess is a partner in the Private Credit Group and a member of the Corporate Department. He focuses his practice on commercial and corporate finance transactions and the representation of hedge funds, private equity funds, commercial finance… Read full bio
Dane Graham
Managing Director, 17Capital
Dane is Managing Director at 17Capital, the go-to global source of strategic finance for investors in private equity. Dane has nearly two decades of strategic and financing advisory experience across the asset management, alternative asset management… Read full bio
Kevin Griffin
Founder and CIO, MGG Investment Group
Mr. Griffin founded MGG Investment Group in 2014 and is the CEO and CIO of the firm. Prior to launching MGG, Mr. Griffin was a Managing Director with Highbridge Principal Strategies, where he was a senior member of the Specialty Lending Platform and… Read full bio
Michael Gross
Co-Founder, SLR Capital Partners
Mr. Gross is a co-founder of SLR Capital Partners, a leading independent private credit manager with $12.5 billion of investable capital. Founded in 2006, SLR primarily invests in U.S. middle market companies in the form of cash flow, asset-based, an… Read full bio
Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Jennifer Hartviksen joined IMCO in 2020 and is responsible for the global credit asset class, a globally diversified portfolio of public and private credit assets across the risk spectrum. Previously, Jennifer spent over six years at Invesco Ltd wher… Read full bio
Leor Landa
Head of the Investment Management Practice, Davis Polk
Leor is the head of the Investment Management practice at Davis Polk. He advises a wide range of clients on the formation and operation of private investment funds, including private equity funds, hedge funds, credit funds, secondary funds, real esta… Read full bio
Kevin Lawi
Managing Director, Private Credit Portfolio Manager - Head of Origination of Credit Investments Group, Credit Suisse Asset Management
Kevin Lawi, Managing Director, is the Private Credit Portfolio Manager and Head of Origination of the Credit Investments Group (CIG) within Credit Suisse Asset Management. He joined CIG in 2021 to lead the origination and structuring of transactions… Read full bio
Aren LeeKong
Vice Chairman of Global Credit, Head of Direct Lending, & CEO of the Business Development Companies, Carlyle
Aren LeeKong is Vice Chairman of Global Credit, Head of Direct Lending, and CEO of the Business Development Companies at Carlyle. He serves on the Private Investment Committee at Carlyle. He is also Chief Executive Officer and a member of the Board o… Read full bio
Jeff Levin
Managing Director, Portfolio Manager and Head of Direct Lending, Morgan Stanley Investment Management
Jeff Levin is a Managing Director of Morgan Stanley and is the Co-Head of Morgan Stanley’s North America Private Credit team, where he serves on the Investment Committee and is the Portfolio Manager and the Head of Direct Lending. Mr. Levin rejoined… Read full bio
Kevin Magid
President, Audax Private Debt
Kevin Magid is President of Audax Private Debt, a leading debt capital partner with over $34 billion invested across more than 1,100 companies and over $27 billion in capital raised. Mr. Magid joined Audax Group in 2000 and has led Audax Private Debt… Read full bio
Lin Maung
Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board (SWIB)
Lin is a Senior Portfolio Manager on the private equity team at the State of Wisconsin Investment Board (SWIB), where he is responsible for evaluating commitments to funds and co-investments across private equity and private credit on behalf of the W… Read full bio
Lane McDonald
Managing Director, Strategy ＆ Operations, OMERS
As Managing Director, Strategy & Operations, Lane works with investment and management teams to assess new investments and define and execute value-creation priorities. Lane is based in New York and joined the OMERS Private Equity team in 2022. P… Read full bio
Derek Miller
Managing Director, Fitch Ratings
Derek Miller is a managing director at Fitch Ratings. He currently heads the U.S. Structured Credit group responsible for collateralized loan obligations (CLOs) and other structured credit ratings. The Structured Credit group assigns new issue CLO ra… Read full bio
Obinna Onyeagoro
Consultant, Egon Zehnder
Based in London, Obinna (Obi) is a core member in Egon Zehnder's Global Infrastructure Practice. Obi's focus is to build close, trusted relationships advising senior executives both on the fund level and the portfolio companies on their leadership ch… Read full bio
Armen Panossian
Head of Performing Credit and Portfolio Manager, Oaktree Capital Management
Mr. Panossian is a managing director and Oaktree’s Head of Performing Credit where his responsibilities include oversight of the firm’s performing credit activities including the senior loan, high yield bond, private credit, convertibles, structured… Read full bio
Douglas Porter
Managing Director, MainePERS
Doug Porter joined Maine Public Employees Retirement System (MainePERS) in 2012 and is a Managing Director and Head of Alternative Credit. Doug is responsible for the Alternative Credit portfolio design and implementation of making private credit fun… Read full bio
Brian Resnick
Partner, Davis Polk
Brian is a partner in Davis Polk’s Restructuring group and head of the interdisciplinary Liability Management & Special Opportunities practice. He was named one of Law360’s six Bankruptcy MVPs in 2020, one of Turnarounds & Workouts’ 2022 “Out… Read full bio
Bill Sacher
Partner and Head of Private Credit, Adams Street Partners
Bill leads the investment, portfolio construction, and fundraising efforts of the Private Credit Team, and manages key relationships with general partners in North America and Europe. Prior to joining Adams Street, Bill was head of the US Private Deb… Read full bio
Caroline Sandberg
Partner, Fried Frank
Caroline Sandberg represents lenders, private and public companies, and private equity sponsors on a wide variety of financing transactions. Clients turn to Caroline in connection with syndicated and non-syndicated senior facilities, unitranche facil… Read full bio
Randy Schwimmer
Co-Head of Senior Lending, Churchill Asset Management
Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, an investment specialist of Nuveen. Randy has broad experience in middle market finance and is widely credited with develop… Read full bio
Phillip Titolo
Head of Direct Private Investments, MassMutual
Phillip Titolo is currently Head of Direct Private Investments and Portfolio Manager, Alternatives – Investment Management for the MassMutual Life Insurance Co. general account portfolio, focusing on strategic asset allocation and external investment… Read full bio
Isaiah Toback
Partner, Deputy Co-Chief Investment Officer, Castlelake
Mr. Toback joined Castlelake in 2015 and is deputy co-chief investment officer. In this role, Mr. Toback is responsible for guiding and executing the firm’s global investment strategy across asset classes, overseeing the firm’s Value and Income fund… Read full bio
William Tuttle
Investment Funds Partner, Kirkland and Ellis
William Tuttle is an investment funds partner in the Washington, D.C., office of Kirkland AND Ellis LLP and focuses his practice on capital markets and corporate matters. Will focuses his practice on structuring, formation, capital raising, strategic… Read full bio
Leslie Vargas
Senior Portfolio Manager, CFA, Resolution Life
Leslie is a Senior Portfolio Manager at Resolution Life US in New York. Leslie manages investments and executes the investment strategy across the asset class spectrum with a focus on private assets and alternatives and leverages relationships with t… Read full bio
Alfred Xue
Partner, Latham and Watkins
Alfred Xue serves as Global Vice Chair of the firm’s Banking Practice. Mr. Xue is a member of the Private Capital, Banking, Capital Markets, and Restructuring & Special Situations Practices. He represents lead arrangers, direct lenders, and other… Read full bio
Gabriel Yomi Dabiri
Private Credit and Cross-Border Finance Leader, Polsinelli
Gabriel Yomi Dabiri is the Leader of Polsinelli's Private Credit and Cross-Border Finance practice and Office Managing Partner of Polsinelli's New York office. Gabriel is dual qualified, admitted to practice law as an attorney in New York and as a s… Read full bio
Michael Zawadzki
Global Chief Investment Officer, Blackstone Credit
Michael Zawadzki is the Global Chief Investment Officer of Blackstone Credit. Mr. Zawadzki sits on the various investment committees of Blackstone Credit and also serves as a Portfolio Manager for the Blackstone Private Credit Fund (BCRED), Blackston… Read full bio
Pre-Event Resources
View agenda page
Agenda
Day 1 - Wednesday 6th
Breakfast
08:00 - 08:30
Registration & welcome breakfast
08:00 - 08:30
Women’s networking breakfast hosted by Kirkland & Ellis
Welcome
08:30 - 08:33
PEI welcome
Erin Wolfe
Speaker:
Erin Wolfe, Associate Director, PEI
08:33 - 08:37
Co-host remarks
08:37 - 08:40
Chair remarks & program kick-off
Plenary sessions
08:40 - 09:10
Opening keynote
Spyro Alexopoulos
Speaker:
Spyro Alexopolous, Senior Managing Director, Head of Originations, Golub Capital
09:10 - 09:50
Macro trends & a push for real assets
Marc Friess,
Michela Bariletti ,
Garrett Bjorkman,
Randy Schwimmer,
Michael Zawadzki
- Main risk factors going into 2024. Impact of interest rates, geopolitical tensions, and cyclical risks on the balance sheets of portfolios
- Current state of the world’s markets as they pertain to civil unrest, covid concerns, the war in Ukraine, and the threat of additional Russian sanctions
- Addressing climbing interest rates and the effects of inflation, concerns over recessionary trends
- Diversification into other private credit asset classes such as infrastructure, real estate, and healthcare
Moderator:
Marc Friess, Partner, Proskauer
Speakers:
Michela Bariletti, Chief Credit Officer, Phoenix Group
Garrett Bjorkman, Managing Director, Portfolio Oversight, CIM
Randy Schwimmer, Co-Head of Senior Lending, Churchill Asset Management
Michael Zawadzki, Global Chief Investment Officer, Blackstone Credit
09:50 - 10:40
Continued drive towards direct lending
Alfred Xue ,
Kevin Griffin,
Jeff Levin,
Kevin Magid,
Armen Panossian,
Bill Sacher
- Supply and demand dynamics in the direct lending space
- Addressing concerns around profit margins due to inflation and rising interest rates
- How lending will change as we head into a recessionary period and the opportunities created
- An analysis of projected trends in performance, risk-adjusted returns, and value creation going into the new year
Moderator:
Alfred Xue, Partner, Latham & Watkins
Speakers:
Kevin Griffin, Founder & CIO, MGG Investment Group
Jeff Levin, Managing Director, Portfolio Manager & Head of Direct Lending, Morgan Stanley Investment Management
Kevin Magid, President, Audax Private Debt
Armen Panossian, Head of Performing Credit & Portfolio Manager, Oaktree Capital Management
Bill Sacher, Partner & Head of Private Credit, Adams Street Partners
10:40 - 11:20
Special situation & distressed debt in inflationary times
Brian Resnick,
Marianna Fassinotti
- Strategies to take advantage of unique opportunities for over-levered companies
- How are special situations and distressed credit combating inflation? What trends are we seeing in rescue finance and balance sheet restructuring?
- Where are investors deploying opportunistic capital?
- Identifying which sectors and strategies are providing the most opportunities while avoiding more vulnerable opportunities
Moderator:
Brian Resnick, Partner, Davis Polk
Speaker:
Marianna Fassinotti, Managing Director, D.E. Shaw
Networking
11:20 - 11:50
Networking break
Plenary sessions
11:50 - 12:30
Trends in specialty finance
Pierre-Yves Cyr,
Michael Gross,
Isaiah Toback
- How are specialty finance companies changing business models to adapt to the current environment?
- Where is the opportunity for capital raising for specialty finance companies?
- What’s driving investor interest in asset-based lending, equipment finance and collateralized specialty finance products and securitization?
- Analysis of the drive for fintech in this space and the opportunities available with blockchain. What are the prospects for companies that want to securitize and tokenize hard assets and securities?
Speaker:
Pierre-Yves Cyr, Senior Director, Capital Solutions, CDPQ
Michael Gross, Co-Founder, SLR Capital Partners
Isaiah Toback, Partner, Deputy Co-Chief Investment, Castlelake
12:30 - 13:10
Private vs. public market opportunities
Caroline Sandberg,
Andrew Bellis,
Jennifer Hartviksen,
Kevin Lawi,
Derek Miller
- Pros to private and public debt benefits and the latest trends surrounding interest rate risk, liquidity, volatility relative to market moves, security, and duration risk
- Trends and opportunities in fixed income and its rise in popularity over private credit
- Changes in the CLO market
Moderator:
Caroline Sandberg, Partner, Finance, Fried Frank
Speakers:
Andrew Bellis, Partner, Head of Private Debt, Partners Group
Jennifer Hartviksen, Managing Director, Global Credit, Investment Management Corporation of Ontario
Kevin Lawi, Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investments Group, Credit Suisse Asset Management
Derek Miller, Managing Director, Fitch Ratings
Lunch
13:50 - 14:50
Networking lunch
Breakout sessions
14:50 - 15:30
Track A: DEI in private credit
Obinna Onyeagoro,
Christine Brennan
- Link between DE&I and performance
- How to measure DE&I across portfolios
- LP expectations for private credit GPs
Moderator:
Obinna Onyeagoro, Consultant, Egon Zehnder
Speakers:
Christine Brennan, Operations Manager, Alternative Investments, New Jersey Pension Plan
14:50 - 15:30
Track B: Private debt infrastructure
- Key considerations in constructing an infra portfolio and potential risks
- Leverage of commercial, residential, and retail debt for strong returns
14:50 - 15:30
Track C: BDCs
William Tuttle
- Where are we seeing the most opportunity and why?
- What does investor appetite look like in the markets?
- Where are we seeing the biggest cashflows?
Speaker:
William Tuttle, Investment Funds Partner, Kirkland & Ellis
Breakout sessions
15:30 - 16:10
Track A: ESG in private credit
- Incorporating ESG considerations to assess risk metrics and thematic issues including climate change, net zero commitments, energy transitions, resource availability, workforce practices, and inclusive growth
- Addressing the challenges to having a strong ESG program and avoiding environmental liability
- Understanding carbon and climate credits in the current market
- How are lenders rising to the challenge around ESG disclosure and data availability in private assets?
15:30 - 16:10
Track B: Private debt real estate
- Identifying the best assets and sources for alpha
- loan structures and strategies for high performance
- Inflation concerns and interest rates in housing markets
15:30 - 16:10
Track C: Private debt secondaries
Leor Landa
- Opportunity and potential growth opportunities
- Benefits and risks of investing in private credit secondaries
Moderator:
Leor Landa, Head of the Investment Management Practice, Davis Polk
Networking
16:10 - 16:40
Networking break
Breakout sessions
16:40 - 17:20
Track A: US vs. EU debt markets
Anna Dayn
- Appetite for European credit amongst US investors
- Effects of the current global geopolitical environment
- Challenges of regulation and an increased push for global frameworks
Speakers:
Anna Dayn, Managing Partner, New End
16:40 - 17:20
Track B: Venture debt
- Risk profile differentiators for venture and growth debt
- Keys to driving increased interest from LPs and credit managers
- Understanding what return profiles look like
16:40 - 17:20
Track C: Sponsored vs. non-sponsored lending
Kerry Dolan
- Benefits of both strategies in a portfolio
- Comparison of origination, execution, and performance
- Risk and returns and how they are driving appetite over one another
Speaker:
Kerry Dolan, Managing Partner, Brinley Partners
Breakout sessions
17:20 - 18:00
Track A: Play that tune: Catalogue selloffs for high returns
- Current trends in arts and entertainment that are leading to music legends selling off their catalogues, what opportunities lie here?
- With high-risk and volatile cash flows, what continues to make these assets increasingly popular?
- How can investors protect themselves against the notoriety of these assets and ensure they will continue to see yield?
17:20 - 18:00
Track B: Product development
- Product development including specific strategies, asset-focused funds, fund-level credit lines, and evergreen funds
- Pros of alternatives to traditional and sponsored lending
17:20 - 18:00
Track C: Structured equity in private debt
- Addressing macro issues including inflation and supply chain disruption
- Opportunities for structured equity and its role in private credit and equity allocation
End of day 1
18:00 - 19:00
Networking reception
Agenda
Day 2 - Thursday 7th
Breakfast
08:00 - 09:00
LP think tank breakfast
08:00 - 09:00
GP working group breakfast
Welcome
09:00 - 09:30
10 years of private credit
- History of private credit and where we see the next 10 years going
- Trends in private credit and emerging asset classes
Plenary sessions
09:30 - 10:10
Investor panel
Phillip Titolo ,
Jennie Benza,
Lin Maung,
Douglas Porter ,
Leslie Vargas
- Key priorities for private debt investors
- Emerging investment strategies across the direct lending capital structure
- Increased focus from investors on ESG, real estate, and infrastructure debt and their yield returns
Moderator:
Phillip Titolo, Head of Direct Private Investments, MassMutual
Speakers:
Jennie Benza, Private Markets, General Electric Pension
Lin Maung, Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board
Douglas Porter, Managing Director, MainePERS
Leslie Vargas, Senior Portfolio Manager, Resolution Life
Lin Maung
Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board (SWIB)
Read bio
10:10 - 10:50
Direct lending in middle & lower-middle markets
Gabriel Yomi Dabiri,
Stephan Caron,
Aren LeeKong,
Lane McDonald
- Building out the definition of the middle market outside of deal size and what that means for performance, risk–adjusted returns, and value creation
- Differentiators between lower and upper segments of private credit
- Analysis of alpha that can be generated by investors
Moderator:
Gabriel Yomi Dabiri, Private Credit & Cross-Border Finance Leader, Polsinelli
Speakers:
Stephan Caron, Managing Director, Head of European Private Debt, BlackRock
Aren LeeKong, Vice Chairman of Global Credit, Head of Direct Lending, & CEO of the Business Development Companies, Carlyle
Lane McDonald, Managing Director, OMERS Private Equity
Aren LeeKong
Vice Chairman of Global Credit, Head of Direct Lending, & CEO of the Business Development Companies, Carlyle
Read bio
Networking
10:50 - 11:20
Networking break
Plenary sessions
11:20 - 12:00
Private credit in M&A transactions
Andreas Boye ,
Dane Graham
- Addressing the highly competitive M&A market by providing more flexibility and certainty from loans to fund acquisition
- An analysis of direct loans outpacing syndicated loans in the middle market
- Future of existing borrowers doing add–on acquisitions
Speakers:
Andreas Boye, Managing Director of the Carlyle Credit Opportunities Fund (“CCOF”), Co-Head of CCOF in North America, Carlyle
Dane Graham, Managing Director, 17Capital
12:00 - 12:40
Deploying capital across different strategies
Sarah Butcher,
Nicole Byrns
- Which asset classes and sectors are well-positioned to perform against the current economic backdrop?
- How, if at all, are you adjusting your underwriting to capture this opportunity set?
- What are the risks to your central thesis and how do you mitigate potential impacts to investment returns?
Speakers:
Sarah Butcher, Head of Private Markets Distribution, Fiera Capital
Nicole Byrns, Alternative Asset Investor, Independent
12:40 - 13:20
Private credit & technology
- The growth of data analytics and AI for quality of credit scoring, disbursement, and monitoring
- Future of blockchain, data management, crypto
- The role of data and technology models for regular financial disclosures of borrowers, compliance information, portfolio-level accounting, liquidity management analytics, and the aggregation of fund performance data for investor reporting
13:20 - 14:00
Private credit in emerging markets
- Credit strategies for emerging economies and how they differ from established economies (EU, Asia, & North America)
- Appetite from investors to explore new markets with attractive growth rates
- Mitigating political and regulatory risk in the build-out of these strategies
End of day 2
14:00 - 14:00
Lunch & end of conference
Hotel & venue
Conference venue
Convene
117 W 46th St, New York, NY 10036
All conference sessions will take place at Convene.
The room block for attendees at the Kimpton Muse Hotel is now closed. If you would still like to reserve a room at the hotel, please use the link below or call reservations at 1-800-KIMPTON.
Connect with private debt investors and fund managers
Form invaluable relationships with the expansive community of asset managers, institutional investors, and other private debt professionals attending the forum.
Ensure you are at the forefront of the latest trends affecting your investment strategies by participating in networking sessions and having important conversations with industry leaders.
Network with institutional investors
Take advantage of the unique opportunity to meet institutional investors and discuss how private credit strategies fit into their portfolios.
Participate in invaluable discussions
Improve your strategy for allocating funds to private debt and generating high returns through conversations with private debt leaders.
Create lasting connections
Build your network of knowledgeable and experienced contacts within the private debt sector by networking with your fellow attendees.
Investors attending in 2023 include...
Apply for a complimentary institutional investor pass
The Private Debt Investor New York Forum is the largest meeting place for private debt professionals in North America. Complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, foundation, endowment, trust, family office, or corporate investment division.
Apply for a pass and a member of our team will follow up with you to secure your pass.
Investors at PDI New York 2023
The forum is the largest gathering in North America for institutional investors, private investors, and other members of the private debt community.
Download the investor prospectus to see the benefits of joining the conference and which of your peers will be there.
How will you benefit as an investor?
Gain exclusive insights
Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers.
Explore new opportunities
Discover private debt opportunities across strategies such as direct lending, secondaries, and real assets.
Meet with leading fund managers
Arrange one-to-one meetings and network with the biggest leaders engaged in the private debt asset class.