Jennifer Hartviksen
Managing Director - Global Credit, Investment Management Corporation of Ontario (IMCO)
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 private debt-related topics, including direct lending, secondaries, specialty finance, and more.
Exchange insight 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 today to get the best available rate.
Key agenda themes for 2023
- Macro trends and a push for real assets
- Main risk factors going into 2024
- Drive toward direct lending
- Special situations and distressed debt in inflationary times
- Trends in specialty finance
- ESG and DEI in private credit
- Infrastructure, real estate, and secondaries
- Private debt in middle and lower-middle markets
- US vs. EU debt markets
- Structured equity in private debt
- Private debt fundraising
- And more!
2023 speaker lineup coming soon...
2022 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, private wealth manager, 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 past investor attendees
Connect with private debt investors
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 on available sponsorship opportunities, contact Beth Piercy by emailing beth.p@pei.group or calling +44 20 7566 5464.
2023 sponsors
2023 speakers coming soon...
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.
2022 speakers
Paul Barker
Partner, ESG & Impact, Kirkland & Ellis
Paul is a partner in the Bay Area office of Kirkland & Ellis LLP and a member of the Firm’s ESG & Impact Practice Group, which advises some of the world’s most sophisticated private equity firms, corporations, and project sponsors and lenders… Read full bio
Mark Basile
Partner, Senior Portfolio Manager, Credit & Capital Markets, Veritas Capital
Prior to joining Veritas in 2017, Mr. Basile was a Director at KKR, where he focused on capital markets transactions and private credit investments across a range of industries. Prior to KKR, Mr. Basile worked at Barclays Capital in both the Leverage… Read full bio
Zak Bentley
Americas Editor, Infrastructure Investor
Zak Bentley is Americas editor at Infrastructure Investor, based in New York. Zak joined Infrastructure Investor in London in 2016 from Centaur where he was a reporter at their Clean Energy Pipeline title. He now leads Infrastructure Investor’s cover… Read full bio
Zoe Bernstein
Consultant, Egon Zehnder
Zoe Bernstein, based in New York is active in Egon Zehnder's Financial Services and Private Equity practices, where she draws on her passion for people and problem solving for all of her client work. Before joining Egon Zehnder, Zoe was the Director… Read full bio
Fran Blair
Managing Director, Credit Investments, PSP Investments
Fran Blair is Managing Director, Credit Investments at the Public Sector Pension Investment Board (PSP Investments). He heads PSP Investments’ Distressed Credit and Rescue Finance direct investing business and is responsible for debt financing in com… Read full bio
Ari Blaut
Partner and Co-Head of U.S. Credit and Leveraged Finance, Sullivan and Cromwell
Ari Blaut is a partner in S&C’s Finance & Restructuring Group and is co-head of the Firm’s U.S. Credit & Leveraged Finance practice. Ari maintains a broad corporate practice advising clients on a wide range of financing transactions. Ari… Read full bio
Robin Blumenthal
Americas Editor, Private Debt Investor
Robin Goldwyn Blumenthal is the Americas Editor 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… Read full bio
Paul Bonewitz
Partner, Latham & Watkins LLP
Paul Bonewitz serves as Global Vice Chair of the firm’s Finance Department. He is a member of the Banking, Capital Markets, and Private Equity Finance Practices. He represents investment banks, direct lenders, and other financial institutions in a wi… Read full bio
Laurent Bouvier
Managing Partner, Kartesia
Laurent is a Founding Partner of Kartesia. In his role, Laurent is responsible for overseeing the management and development of the company, more particularly in relation to fundraising and investor relations. When founding Kartesia in 2013, Laurent… Read full bio
William Brady
Partner, Head of Alternative Lender Practice, Paul Hastings LLP
William Brady is Head of the firm’s Alternative Lender and Private Credit Group, focused on the global private credit market. He is also a member of the Special Situations Group at Paul Hastings. Mr. Brady is based in the firm’s New York office. Mr.… Read full bio
Nicole Byrns
MD, Americas Structured Credit and Financials, CPP Investments
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
Jorge Camina
Partner, Head of Sustainable Infrastructure Credit, Denham Capital
Mr. Jorge Camiña, New Jersey. Mr. Camiña is a Partner and Head of Sustainable Infrastructure Credit. Jorge brings over 20 years experience in project finance and investment management, having held senior positions at both Allianz Global Investors and… Read full bio
Greg Cashman
Head of Direct Lending, Golub Capital
Mr. Cashman joined Golub Capital in 1996 and heads the Firm’s Direct Lending business. He is responsible for overseeing origination, deal execution and capital markets. Mr. Cashman is a member of the Firm’s Investment and Watchlist committees and is… Read full bio
Matt Chuchla
Partner, Quantum Energy Partners
Matt is a Partner at Quantum and co-founded Quantum’s credit & structured capital complex, Quantum Capital Solutions. Prior to joining Quantum, Matt spent 12 years with the energy investment banking group of Jefferies, most recently as a Senior V… Read full bio
Ed Cong
Principal and Managing Director, Marathon Asset Management
Ed Cong is a Principal and Managing Director in Marathon's Structured Credit Group and a Member of Marathon’s Executive Committee, Investment Committee and Diversity and Inclusion Council. Mr. Cong is responsible for portfolio construction, asset all… Read full bio
Blake Counard
Managing Director, U.S. Direct Lending Portfolio Management, LBC Credit Partners
Blake Counard is a Managing Director within the Portfolio Management Group at LBC Credit Partners, the U.S. direct lending strategy of CIFC Asset Management. At LBC, Blake oversees the firm’s restructuring activities, structures and negotiates comple… Read full bio
Jennifer Daly
Partner, King & Spalding
Jennifer Daly is a partner at King & Spalding and leads their Private Credit Special Situations team. Having previously held senior roles in the financial services and investment management sectors at Bank of America Merrill Lynch and distressed… Read full bio
T.J. Durkin
Head of Structured Credit, Angelo Gordon
T.J. Durkin joined Angelo Gordon in 2008 and is a Managing Director, a member of the firm’s Advisory Board, Executive Committee and Head of the firm’s Structured Credit Platform. Mr. Durkin serves as co-Portfolio Manager of Angelo Gordon’s structured… Read full bio
Cesar Estrada
Private Markets Segment Head, Arcesium
Cesar Estrada is the Private Markets Segment Head at Arcesium, a financial technology providing data-centric cloud-based solutions to alternative investment managers. Previously Mr. Estrada was Senior Managing Director and Alternatives Segment Head f… Read full bio
Marianna Fassinotti
Managing Director, 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… Read full bio
Patrick Fear
Managing Director, AB Private Credit Investors
Patrick Fear joined AB in 2014 as a founding member and Managing Director of AB Private Credit Investors. He is a member of the investment committee and leads the team’s investments in digital infrastructure and services. Fear is also responsible for… Read full bio
Christopher Flynn
President, First Eagle Alternative Credit
Christopher Flynn is president of First Eagle Alternative Credit, overseeing all aspects of the business. Chris became part of First Eagle in 2020 upon the firm’s acquisition of THL Credit, where he had been chief executive officer. Chris joined THL… Read full bio
Christian Fuqua
Managing Director, Deputy Portfolio Manager, CBRE Investment Management
Christian Fuqua is a Managing Director within the Americas Credit Division for CBRE Investment Management and serves as Deputy Fund Portfolio Manager. In this role, he oversees the Americas Credit Division's operations, including the acquisitions and… Read full bio
Kevin Griffin
CEO & 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
Michelle Handy
Managing Director, Head of Portfolio and Underwriting, First Eagle Alternative Credit
Michelle Handy is a managing director and the head of portfolio and underwriting on First Eagle Alternative Credit’s Direct Lending platform. She also serves as a member of the direct lending investment committee and FEAC’s operating committee. Miche… 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
Tas Hasan
Partner, Deerpath Capital Management
Mr. Hasan is a Partner and Chief Operating Officer at Deerpath Capital. He joined the Investment Manager in 2007 and has 21 years of industry experience. He previously was on the credit investment team at Dune Capital and, prior to that GSC Group, wh… Read full bio
Carolyn Hastings
Managing Director, Private Credit Group, Bain Capital Credit
Carolyn Hastings is a Managing Director in the Private Credit Group at Bain Capital Credit, a leading global credit specialist with approximately $57 billion in assets under management. She is based in Bain Capital Credit’s Boston office and serves a… Read full bio
Brent Humphries
President, AB Private Credit Investors
Brent Humphries joined AB in 2014 as a founding member and President of AB Private Credit Investors, where he has primary responsibility for overseeing all aspects of the business, including chairing the investment committee, fundraising, investor re… Read full bio
Rakesh (Rick) Jain
Global Head of Private Credit, Pantheon Ventures
Rick is a Partner and Global Head of Private Debt. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain Capital, a middle-market private credit manager, where he led the direct investment busines… Read full bio
Faraaz Kamran
Senior Partner, Twin Brook Capital Partners
As a Senior Partner and member of Twin Brook’s Investment Committee, Faraaz Kamran focuses on the firm’s healthcare portfolio and oversees the firm’s origination activity. Prior to joining Twin Brook, Faraaz was with Madison Capital Funding LLC, a wh… Read full bio
Kenneth Kencel
President & CEO, Churchill Asset Management
Ken serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset manager of TIAA. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct Lending Corp., Churchill’s publicly registered bus… Read full bio
Shamafa Khan
Managing Director, Head of Marketing & Investor Relations, Crayhill Capital Management
Ms. Khan is a Managing Director and Head of Marketing & Investor Relations at Crayhill Capital Management, a specialized private credit manager focused on asset-based investments. Ms. Khan joined Crayhill in 2017. Prior to joining Crayhill, Ms. K… Read full bio
John Kyles
Managing Director, Head of the Credit Strategies, Portfolio Advisors
John joined Portfolio Advisors in 2009 and is Head of the Credit Strategies team. Previously, he was a Director at Citigroup, where he spent eight years in the Private Equity Placements Group. While at Citigroup, he structured and executed private pl… Read full bio
Jess Larsen
Founder & CEO, Briarcliffe
As private markets have grown beyond $10 trillion and become more competitive than ever with more than 1,700 placement agents, Jess saw the need for a specialized approach to placement services. Within a year of launching Briarcliffe, he has built a… Read full bio
Kevin Lawi
Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investment 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
Justin Lawrence
Partner, Private Credit, Adams Street Partners
Justin supports the Private Credit Team in all aspects of the decision-making process, including sourcing, structuring, reviewing, and negotiating deal opportunities. Prior to joining Adams Street, he was a Vice President at Ares Management LLC. In t… Read full bio
Jonathan Leu
Principal, Coller Capital
Jonathan is a Principal based in the firm’s New York office. Prior to joining Coller Capital in 2018, Jonathan was a Vice President in the Principal Finance team at Macquarie Group. Previously, he worked as an Associate in Credit at KKR. Jonathan has… Read full bio
Jeff Levin
Managing Director & Co-Head of Private Credit, North America, Morgan Stanley
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
Jeremiah J. Loeffler
COO, Credit, Crestline Investors
Mr. Loeffler joined Crestline in 2010. He heads operations for the Credit & Opportunistic Strategies platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on s… Read full bio
Chris Lund
Managing Director & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital LLC
Mr. Lund is a Managing Director and Co-Portfolio Manager of Monroe Capital’s institutional portfolios. He is responsible for managing the firm’s direct investing vehicles including commingled funds, separately managed accounts, and SBIC funds. He is… Read full bio
Treabhor Mac Eochaidh
Executive Director, Head of Debt Services, MUFG Investor Services
Treabhor brings unique insight into how to service direct lending funds and manage loan services. Treabhor is responsible for Direct Lending, Syndicated and Distressed Loan Administration. He joined MUFG Investor Services from Citco where most recent… Read full bio
Kevin Magid
President, Audax Private Debt
Kevin Magid is President of Audax Private Debt, a leading debt capital partner with over $31 billion invested across more than 1,060 companies and over $25 billion in capital raised. Mr. Magid joined Audax Group in 2000 and has led Audax Private Debt… Read full bio
Jason Melser
Director, Head of North American Private Credit Marketing, Origination & Capital Solutions, First Avenue
Jason currently leads Private Credit Marketing, Origination and Capital Solutions in North America for First Avenue. Prior to joining First Avenue in 2022, Jason worked at Bridgepoint Credit, where he led the Business Development and Capital Formatio… Read full bio
Rich Melville
Editorial Director, US, PEI Media
Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Media, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Privat… Read full bio
Nick Meserve
Managing Director, Private Credit, Main Street Capital
Nick Meserve is a Managing Director at Main Street Capital and runs their Private Credit investment team. Since joining Main Street in 2012, Mr. Meserve’s responsibilities include managing a portfolio of private credit investments. He is also respons… Read full bio
Christopher Mikosh
Portfolio Manager, Co-Founder, Tor Investment Management
Christopher Mikosh is Portfolio Manager and Co-Founder for Tor Investment Management, a leading alternative credit manager focused on the Asia-Pacific markets with over $2 billion under management. Chris has over 25 years of direct credit investing a… 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
Darius J. Mozaffarian
Partner & Co-President, White Oak Global Advisors
Mr. Mozaffarian joined White Oak in May 2008, became Partner in 2010, joined the Investment Committee in 2014 and currently serves as President. His primary responsibility is to oversee the investment teams that are responsible for originating and st… Read full bio
Matthew Murphy
Partner, Paul Hastings LLP
Matthew M. Murphy is a partner in the Corporate department at Paul Hastings and is based in the firm’s Chicago office. He advises a variety of clients in complex business reorganizations, debt restructurings and troubled company M&A. Mr. Murphy assis… Read full bio
Sandro Näf
Co-Founder, Capital Four
Sandro Näf is a Co-Founder of Capital Four. He joined from Nordea Investment Management, where he was responsible for the European High Yield business, which he initiated in 1999. Prior to that, Sandro worked with Credit Suisse in New York (f/k/a BEA… Read full bio
Gopal Narsimhamurthy
Managing Director, Head of North American Funds, KBRA
Gopal Narsimhamurthy is a Managing Director within the Funds Rating Group at KBRA. Gopal has been with KBRA since 2014 and has worked across a number of analytical areas including structured finance, public finance, and project finance. From Septembe… Read full bio
William Needham
Managing Director, KKR Credit
William Needham joined KKR in 2014 and is a Managing Director of KKR Credit. He leads KKR's corporate restructuring and governance efforts across the European Private Credit and Special Situations strategies. Mr Needham currently sits on the boards o… Read full bio
Tim Nest, CFA
Head of Private Credit, Aksia
Tim is Head of Private Credit and has over 22 years of experience in alternative investments with a primary focus in private markets and credit. He oversees the global private credit investment research platform and works with a broad group of global… Read full bio
Michelle Noyes
Managing Director, Head of Americas, 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 December 2017. Prior to AIMA, Michelle was Head of International Sales and Investor Relations for BRZ Investiment… Read full bio
John Pavelski
Managing Director, Co-head of North America for the Carlyle Credit Opportunities Fund, Carlyle
John Pavelski is a Managing Director and Co-head of North America for the Carlyle Credit Opportunities Fund focusing on structured equity and special situations investment opportunities. He is based in New York. Prior to joining Carlyle, Mr. Pavelski… Read full bio
Hallie Ransone
Portfolio Manager, Private Credit, Liberty Mutual Investments
Hallie Ransone joined the Global Fixed Income team at Liberty Mutual Investments in 2020 where she leads the Private Credit business as a Portfolio Manager. Her responsibilities include developing and driving the platform's originations strategy, ove… Read full bio
Prath Reddy
President, Percent
Prath Reddy is the President of Percent. He has over 12 years of experience in financial services, primarily within investment banking. Prior to joining Percent, Prath was a Director at UBS Investment Bank within their Debt Capital Markets group base… Read full bio
Neil Prunier
Senior Director, Industry Affairs, Institutional Limited Partners Association (ILPA)
Neal Prunier, Senior Director, Industry Affairs at the Institutional Limited Partners Association (ILPA) is responsible for the continuing evolution and expansion of ILPA’s advocacy work and standards + best practices to help ILPA provide impactful s… Read full bio
Mary Rooney
Managing Director, J.P. Morgan Private Bank
Mary Rooney is a Managing Director at J.P. Morgan Private Bank. She heads due diligence and manager selection for Alternative Credit, ranging from liquid, absolute return, private credit to distressed/special situations strategies. Prior joining J.P.… Read full bio
Samantha Rowan
Editor, Real Estate Capital USA
Samantha Rowan is the editor of Real Estate Capital USA, a PEI Media publication which sits alongside Real Estate Capital Europe and PERE. Prior to joining PEI, Sam was the editor of publications that included Real Estate Finance & Investment, Se… Read full bio
Benjamin E. Rubin
Partner, Proskauer
Benjamin Rubin a partner in the Corporate Department and a member of the Private Credit Group. Ben focuses his practice on complex corporate finance transactions and represents an array of private credit providers, including private debt funds, BDCs,… Read full bio
Tim Ruxton
Managing Director, Credit & Structured Products, Alter Domus
Tim joined Alter Domus, then Cortland Capital Market Services, in 2013, co-managing the Credit & Structured Products teams. He now acquires new business and manages existing client relationships within the business development group. Prior to joi… Read full bio
Caroline Sandberg
Partner, Fried Frank
Caroline Sandberg is a partner in the Corporate Department and the Finance Practice, resident in New York. She joined the Firm in 2006. Ms. Sandberg represents lenders, private and public companies and private equity sponsors on a wide variety of fin… Read full bio
Orhan Sarayli
Managing Director, Head of North America, Barings
Orhan Sarayli is a member of Barings' Global Infrastructure Group. He is responsible for originating, structuring and underwriting a wide variety of infrastructure debt transactions. Orhan has over 24 years of experience in project finance. Prior to… Read full bio
Paul Saunders
Head of Americas, Private Debt Business Development & Investor Relations, Partners Group
Paul Saunders leads private debt business development and investor relations in the Americas. He has 14 years of industry experience. Prior to Partners Group, he worked as a Product Specialist at BlackRock in their Global Credit Team. In this role he… Read full bio
Karen Simeone
Managing Director, Boston HarbourVest
Karen Simeone joined HarbourVest in 2018 and focuses on investments in senior and junior private credit transactions. Throughout her career, Karen has managed all aspects of the private credit investment process including sourcing, evaluating, struct… Read full bio
Mitch Soiefer
Partner and Head of Lender Finance, SLR Capital
Mitch is a Partner and Head of SLR's Lender Finance vertical. Mitch joined SLR in 2009, and focuses on originating, underwriting and structuring both debt and equity transactions in SLR's specialty finance businesses as well as managing existing inve… Read full bio
Michael Suppappola
Partner, Proskauer
Mike Suppappola is a partner in the Private Funds Group who specializes in representing asset managers across the globe in all aspects of their business and operations, with a particular focus on fund formation and the structuring and execution of se… Read full bio
Leslie Vargas
Portfolio Manager, Resolution Life
Leslie is a 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 third-pa… Read full bio
Scott A. Yedid
Senior Managing Director, Cerberus Capital Management
Mr. Yedid joined Cerberus in 2008. Mr. Yedid is the head portfolio manager for Cerberus’ global residential investments in mortgage credit, across whole loans and securities. During his 14+ year tenure at Cerberus, Mr. Yedid has invested across a bro… Read full bio
Jennifer St. John Yount
Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP
Jennifer St. John Yount is the chair of the Paul Hastings Finance and Restructuring practice and is based in the firm’s New York office. Her practice primarily consists of representing direct lenders, finance companies, alternative and specialty lend… 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
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 & programming kick-off
Plenary sessions
08:40 - 09:10
Opening keynote
09:10 - 09:50
Macro trends & a push for real assets
- 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.
09:50 - 10:30
Continued drive towards direct lending
- 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.
10:30 - 11:00
Special situation & distressed debt in inflationary times
- 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.
Networking
11:00 - 11:30
Networking break
Plenary sessions
11:30 - 12:10
Trends in specialty finance
- 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?
12:10 - 12:50
Private vs. public market opportunities
- 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
12:50 - 13:30
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
13:30 - 14:30
Networking lunch
Breakout sessions
14:30 - 15:10
Track A: DEI in private credit
- The link between DE&I and performance
- How to measure DE&I across portfolios
- LP expectations for private credit GPs
14:30 - 15:10
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
14:30 - 15:10
Track C: Private debt in middle & lower middle markets
- 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 investors can generate
Breakout sessions
15:10 - 15:40
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
15:10 - 15:40
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
15:10 - 15:40
Track C: Private debt secondaries
- Opportunity and potential growth opportunities
- Benefits and risks of investing in private credit secondaries
Networking
15:40 - 16:10
Networking break
Breakout sessions
16:10 - 16:50
Track A: US vs. EU debt markets
- Appetite for European credit amongst US investors
- Effects of the current global geopolitical environment
- Challenges of regulation and an increased push for global frameworks
16:10 - 16:50
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
16:10 - 16:50
Track C: Sponsored vs. non-sponsored lending
- 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
Breakout sessions
16:50 - 17:30
Track A: BDCs & CLOs
- Where are we seeing the most opportunity and why?
- What does investor appetite look like in both markets?
- Where are we seeing the biggest cashflows?
16:50 - 17:30
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
16:50 - 17:30
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
17:30 - 19:00
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
Opening Keynote
Plenary sessions
09:30 - 10:10
Investor panel
- 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
10:10 - 10:50
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?
Networking
10:50 - 11:20
Networking break
Plenary sessions
11:20 - 12:00
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.
12:00 - 12:40
Private debt fundraising
- 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
12:40 - 13:20
Private credit in M&A transactions
- 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
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.
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 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
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, private wealth manager, 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.
Check out the benefits of joining the conference and see which of your peers you will be joining. Apply for a complimentary pass for you and your team today.
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.