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

Explore the benefits of attending

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.

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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.

Book now

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

View all speakers
View all 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.

Apply now

Browse the past attendee list

Connect with investors and private debt experts

Alberta Investment Management Corporation
Alcentra
Alliance Bernstein
American Industrial Partners
APG Asset Management
Bain Capital
Blackstone
Brinley Partners
Brooklands Capital Strategies
Canadian Imperial Bank of Commerce
Capital One
Cargill, Trade & Capital Markets
CDPQ
City of Stamford
CPPIB America
Crestline Investors
Denham Capital
Fundamental Advisors
Incus Capital
Investment Management Corporation of Ontario
JPMorgan Alternatives Asset Management
Kartesia
Kiska Developers
Liberty Mutual Insurance
Lombard Odier
Macquarie Group
Massachusetts Mutual Life Insurance
MetLife Investments
Midwest Holding
Nationwide Insurance
NXT Capital
OCP Asia
Oxford Finance
Pantheon Ventures
PGIM
Portfolio Advisors
Realterm
Resolution Life
Royal Bank of Canada
Sen Family Office
Storebrand Asset Management
TCW Group
The Joint Industry Board of the Electrical Industry
Varagon Capital Partners
Wellington Management

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…

Read full testimonial

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.

Thank you to our sponsors

2023 sponsors

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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

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

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 Oaktree Capital

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

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

Day 1 Day 2
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

A speaker photo for Erin Wolfe

Erin Wolfe

Senior Conference Producer, PEI Media

Read bio
08:33 - 08:37

Co-host remarks

08:37 - 08:40

Chair remarks & programming kick-off

Plenary sessions
08:40 - 09:10

Opening keynote

Spyro Alexopoulos

Speaker:
Spyro Alexopolous, Senior Managing Director, Head of Originations, Golub
Capital

A speaker photo for Spyro Alexopoulos

Spyro Alexopoulos

Senior Managing Director, Head of Originations, Golub Capital

Read bio
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

 

A speaker photo for Marc Friess

Marc Friess

Partner, Proskauer

Read bio
A speaker photo for Michela  Bariletti

Michela Bariletti

Chief Credit Officer, The Phoenix Group

Read bio
A speaker photo for Garrett  Bjorkman

Garrett Bjorkman

Managing Director, Portfolio Oversight, CIM

Read bio
A speaker photo for Randy Schwimmer

Randy Schwimmer

Co-Head of Senior Lending, Churchill Asset Management

Read bio
A speaker photo for Michael Zawadzki

Michael Zawadzki

Global Chief Investment Officer, Blackstone Credit

Read bio
09:50 - 10:40

Continued drive towards direct lending

Alfred Xue , Kevin Griffin, Jeff Levin, 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 and Head of Direct Lending, Morgan Stanley Investment Management
Armen Panossian, Head of Performing Credit and Portfolio Manager, Oaktree Capital
Bill Sacher, Partner & Head of Private Credit, Adam Street Partners

A speaker photo for Alfred Xue

Alfred Xue

Partner, Latham and Watkins

Read bio
A speaker photo for Kevin Griffin

Kevin Griffin

Founder and CIO, MGG Investment Group

Read bio
A speaker photo for Jeff Levin

Jeff Levin

Managing Director, Portfolio Manager and Head of Direct Lending, Morgan Stanley Investment Management

Read bio
Armen Panossian Oaktree Capital

Armen Panossian

Head of Performing Credit and Portfolio Manager, Oaktree Capital Management

Read bio
A speaker photo for Bill Sacher

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

Read bio
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

Speakers:
Marianna Fassinotti, Managing Director, D.E. Shaw

A speaker photo for Brian Resnick

Brian Resnick

Partner, Davis Polk

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A speaker photo for Marianna Fassinotti

Marianna Fassinotti

Head of Private Credit, The D. E. Shaw Group

Read bio
Networking
11:00 - 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

A speaker photo for Pierre-Yves Cyr

Pierre-Yves Cyr

Senior Director, Capital Solutions, CDPQ

Read bio
A speaker photo for Michael Gross

Michael Gross

Co-Founder, SLR Capital Partners

Read bio
A speaker photo for Isaiah  Toback

Isaiah Toback

Partner, Deputy Co-Chief Investment Officer, Castlelake

Read bio
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

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

A speaker photo for Caroline Sandberg

Caroline Sandberg

Partner, Fried Frank

Read bio
A speaker photo for Andrew Bellis

Andrew Bellis

Partner, Global Head of Private Debt, Partners Group

Read bio
A speaker photo for Jennifer Hartviksen

Jennifer Hartviksen

Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)

Read bio
A speaker photo for Kevin Lawi

Kevin Lawi

Managing Director, Private Credit Portfolio Manager - Head of Origination of Credit Investments Group, Credit Suisse Asset Management

Read bio
A speaker photo for Derek Miller

Derek Miller

Managing Director, Fitch Ratings

Read bio
13:10 - 13:50

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?
Lunch
13:50 - 14:50

Networking lunch

Breakout sessions
14:50 - 15:30

Track A: DEI in private credit

Obinna Onyeagoro, Christine Brennan
  • The 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

A speaker photo for Obinna Onyeagoro

Obinna Onyeagoro

Consultant, Egon Zehnder

Read bio
A speaker photo for Christine Brennan

Christine Brennan

Operations Manager – Alternative Investments, New Jersey Pension Plan

Read bio
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

A speaker photo for William Tuttle

William Tuttle

Investment Funds Partner, Kirkland and Ellis

Read bio
Breakout sessions
15:30 - 16:10

Track A: Climate debt

  • Emerging trends in ecological debt, with a specific focus on adaptation and emissions debt
  • Development of a climate debt framework and enforcement policies
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

 

A speaker photo for Leor  Landa

Leor Landa

Head of the Investment Management Practice, Davis Polk

Read bio
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

A speaker photo for Anna Dayn

Anna Dayn

Managing Partner, New End

Read bio
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

Speakers:
Kerry Dolan, Managing Partner, Brinley Partners

A speaker photo for Kerry Dolan

Kerry Dolan

Managing Partner, Brinley Partners

Read bio
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 , Douglas Porter , Lin Maung, Jennie Benza
  • 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:
Philip Titolo, Head of Direct Private Investments, MassMutual

Speakers:
Douglas Porter
, Managing Director, MainePERS
Lin Maung, Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board (SWIB)
Jennie Benza, Private Markets, General Electric Pension

A speaker photo for Phillip Titolo

Phillip Titolo

Head of Direct Private Investments, MassMutual

Read bio
A speaker photo for Douglas Porter

Douglas Porter

Managing Director, MainePERS

Read bio
A speaker photo for Lin Maung

Lin Maung

Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board (SWIB)

Read bio
A speaker photo for Jennie  Benza

Jennie Benza

Private Markets, General Electric Pension

Read bio
10:10 - 10:50

Direct lending in middle & lower-middle markets

Stephan Caron, Aren LeeKong, Lane McDonald
  • Building out the definition of the middle market outside of deal size and what that
    means for performance, riskadjusted returns, and value creation.
  •  Differentiators between lower and upper segments of private credit.
  • Analysis of alpha that can be generated by investors.

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

A speaker photo for Stephan Caron

Stephan Caron

Managing Director, Head of European Private Debt, BlackRock Alternatives

Read bio
A speaker photo for Aren LeeKong

Aren LeeKong

Vice Chairman of Global Credit, Head of Direct Lending, & CEO of the Business Development Companies, Carlyle

Read bio
A speaker photo for Lane McDonald

Lane McDonald

Managing Director, OMERS Private Equity

Read bio
Networking
10:50 - 11:20

Networking break

Plenary sessions
11:20 - 12:00

Private credit in M&A transactions

Dane Graham, Andreas Boye
  • 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 addon 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

 

A speaker photo for Dane Graham

Dane Graham

Managing Director, 17Capital

Read bio
A speaker photo for Andreas Boye

Andreas Boye

Managing Director of the Carlyle Credit Opportunities Fund (“CCOF”), Co-Head of CCOF in North America, Carlyle

Read bio
12:00 - 12:40

Deploying Capital in Different Asset Classes

Sarah Butcher, Nicole Byrns
  • Dynamic ways of raising capital during difficult market conditions, how are we using secondaries or balance sheet assets?
  • How are GPs sourcing deals? What asset classes are seeing the most deal flow? As deal sizes continue to increase, who is supplying the capital?
  • Innovative deal strategies from lenders looking to address high volumes of dry powder

Speakers:
Sarah Butcher, Head of Private Markets Distribution, Fiera Capital
Nicole Byrns, Alternative Asset Investor, Independent

A speaker photo for Sarah Butcher

Sarah Butcher

Head of Private Markets Distribution, Canada, Fiera Capital

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A speaker photo for Nicole Byrns

Nicole Byrns

Alternative Asset Investor, Independent

Read bio
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 and 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.

Book a room

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.

2023 preliminary attendee list

Network with top institutional investors

Take advantage of the unique opportunity to meet with institutional investors looking to allocate capital to private debt.

Participate in interactive 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.

Browse past investor attendees

Connect with private debt investors

Alberta Investment Management Corporation
Alcentra
Alliance Bernstein
American Industrial Partners
APG Asset Management
Bain Capital
Blackstone
Brinley Partners
Brooklands Capital Strategies
Canadian Imperial Bank of Commerce
Capital One
Cargill, Trade & Capital Markets
CDPQ
City of Stamford
CPPIB America
Crestline Investors
Denham Capital
Fundamental Advisors
Incus Capital
Investment Management Corporation of Ontario
JPMorgan Alternatives Asset Management
Kartesia
Kiska Developers
Liberty Mutual Insurance
Lombard Odier
Macquarie Group
Massachusetts Mutual Life Insurance
MetLife Investments
Midwest Holding
Nationwide Insurance
NXT Capital
OCP Asia
Oxford Finance
Pantheon Ventures
PGIM
Portfolio Advisors
Realterm
Resolution Life
Royal Bank of Canada
Sen Family Office
Storebrand Asset Management
TCW Group
The Joint Industry Board of the Electrical Industry
Varagon Capital Partners
Wellington Management

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.

Apply now

 

 

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.

Download the investor prospectus

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.

What to expect at the event

400+
attendees

50+
speakers

100+
institutional
investors

10+
networking
hours

Browse past investor attendees

Network with private debt investors

Abu Dhabi Investment Authority
Aksia
Alaska Permanent Fund Corporation
Alberta Investment Management Corporation
American Equity Investment Life
American Family Mutual Insurance
Amherst
APG Asset Management
Arthrex’s Family Office
AustralianSuper
Ballentine Partners
Brighthouse Financial
British Columbia Investment
Bureau of Investments
CDPQ
City of Calgary
City of Stamford
Colter Lewis Investment Partners
Commonwealth of Pennsylvania
CPP Investment Board
DB Insurance
Ensign Peak Advisors
Episcopal Church Foundation
FM Global
General Electric Pension
HN Summit House
IBM Retirement Funds
Investment Management Corporation of Ontario
Kiska Developers
Korea Investment Corporation
KrisDan Management
Liberty Mutual Insurance
Lombard Odier
Massachusetts Mutual Life Insurance
MetLife Investments
Midwest Holding
National Pension Service
Nationwide Insurance
New Mexico State Investment Council
New York Life Insurance
New York State Common Retirement Fund
New York State Office of the State Comptroller
Nicola Wealth Management
NYSNA Pension Plan and Benefits Fund
PartnerRe
Prudential Private Placement Investors
QBE Insurance Group
Resolution Life
Royal Bank of Canada
SBP Management
Sen Family Office
State of Wisconsin Investment Board
Storebrand Asset Management
Sumitomo Mitsui Trust Bank
Sun Life Assurance Company of Canada
The City of New York, Finance
The Joint Industry Board of the Electrical Industry
UC Investments
Wespath