The premier private debt event in North America

On September 22-23, the Private Debt Investor New York Forum will bring together senior professionals engaged in the continued expansion of private debt as an asset class. The Forum enters its seventh successful year as the premier gathering for investors to discuss how private credit strategies fit into their investment portfolios.

Last year’s Forum produced a unique opportunity to network with the largest group of industry experts who are all navigating a market full of high return expectations, yet fraught with risk. Join us in 2020 to explore a broad spectrum of private credit strategies across the capital structure including senior secured loans, subordinated debt, distressed, special situations, niche strategies, real estate, infrastructure and more.

Join the Forum to:

  • Meet over 350 private debt professionals, including 80+ institutional investors to cultivate new business relationships
  • Hear how firms are differentiating themselves in this highly competitive and dynamic market
  • Engage in the debate on best practices and return strategies across the private debt and credit asset class
  • Gain insight from the Private Debt Investor editorial team and access exclusive data from PDI’s Research & Analytics
  • Attend a wide range of sessions including breakout panels, off-the-record roundtables, and fireside chats with industry thought leaders

Why attend?

For investors

Meet the top performing private debt managers and learn how GPs might best weather a potential slowdown.

For fund managers

Advance your firm profile, showcase your expertise and share thought-leadership with investors.

For all

Attend hours of networking sessions to meet the most active LPs allocating to private debt funds.

2020 Keynote speakers

David B. Golub

President

Golub Capital

Dwight Scott

Senior Managing Director and Global Head of GSO Capital Partners

Blackstone

Your networking experience

Download the 2019 brochure

See inside for:

» A  sample of confirmed attendees, including total investor AUM.

» Featured speakers, including keynotes from Apollo Global Management, Ares Management, Golub Capital, and Oaktree Capital Management.

» Key topics covering middle market direct lending, niche and alternative credit strategies, and investor priorities.

2019 Investors included

80+ LPs from over 65 organizations attended last year's Forum. Book your place today to increase your visibility to LPs allocating to private debt.
111 Triple ONE
1199SEIU
AIDS Healthcare Foundation
AIMCo - Alberta Investment Management
Aksia
Allstate Investments
Altman Foundation
Apolis SAM
Atrato Advisors
AustralianSuper
AXA XL
Ballentine Partners
The Bank of Yokohama
Bessemer Trust
Callan
City of Stamford
College of William and Mary
Commonwealth of Pennsylvania
Contra Costa County Employees' Retirement Association
Canada Pension Plan Investment Board
Desjardins Pension Group
EE Capital Pte
Employees Retirement System of Texas
Episcopal Church Foundation
Exelon
George Kaiser Family Foundation
George Washington University
Georgetown University Investment Office
Golden Alpha US
Goldman Sachs
GoldPoint Partners
The Guardian Life Insurance Co
Hanwha Asset Management
HOOPP Capital Partners
Japan ICU Endowment Fund
The Jordan Family Office
La Capitale
The Leona M and Harry B Helmsley Charitable Trust
MetLife Investments
Mine Super
Mitsubishi UFJ Trust and Banking Corporation
MoDOT & Patrol Employees' Retirement System (MPERS)
Mutual of Omaha
Nationwide
New Jersey Division of Investment
New York State Common Retirement Fund
Office Of The NYC Comptroller
OLS Capital (Family Office)
The Pension Boards United Church Of Christ
The Principia Corp
The PSP Investments
Public Investment Fund of Saudi Arabia
qp Global
Richardson GMP & Richardson GMP Private F.O.
Royal Bank of Canada
Segal Marco Advisors
Sen Family Office
Sigma Principal Capital (Single Family Office)
Sumitomo Mitsui Trust Bank
Teachers' Retirement System of the State of Illinois
UBS Group AG
United Nations Joint Staff Pension Fund
UPS Group Trust
Veritas Family Office
Wilshire Associates
Wimmer Family Office

What our attendees say about the Forum

Country Financial

Kurt Bock, Chief Executive Officer

Absolutely invaluable! The perspectives from GPs, LPs, and industry analysts all in one place made this the most beneficial investor meeting I will attend this…

Read full testimonial

Churchill Asset Management

Randy Schwimmer, Senior Managing Director

Particularly liked the number of institutional investors who attended.

Fantastic event to get a pulse of the private debt market.

2020 agenda

View each tab below to explore the 2020 two-day agenda, packed full with insightful panel discussions, keynotes and powerful networking breaks for the leaders in private debt and credit. Interested in participating in the 2020 Forum? Contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 22nd

Breakfast and registration
07:45 - 09:00

LP breakfast (invitation-only) | Sponsored by: Monroe Capital

08:00 - 09:00

Registration and welcome breakfast

Welcome remarks
09:05 - 09:15

PEI welcome

09:15 - 09:20

Chairwoman’s opening remarks

Michelle Noyes

Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)

A speaker photo for Michelle Noyes

Michelle Noyes

Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Read bio
Plenary sessions
09:20 - 09:55

Keynote leadership discussion

Jordan Stutts, David Golub

Moderator: Jordan Stutts, Senior Writer, Private Markets, PEI

Speaker: David B. Golub, President, Golub Capital

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

Read bio
A speaker photo for David Golub

David Golub

President, Golub Capital

Read bio
09:55 - 10:45

LP roundtable: Private debt in an institutional portfolio

Ken Kencel

Moderator: Ken Kencel, President and CEO, Churchill Asset Management

A speaker photo for Ken Kencel

Ken Kencel

President and Chief Executive Officer, Churchill Asset Management

Read bio
10:45 - 11:05

Networking break

General Session
11:05 - 11:55

Opportunistic private credit

Kevin Griffin, Theodore L. Koenig, Sylvia Owens
  • How do you protect yourself in a down market?
  • Where is there protection from environmental and geo-political risks?
  • Surviving a global crisis: How did COVID-19 hit private markets?

Panelists:

Kevin Griffin, CEO and CIO, MGG Investment Group

Theodore L. Koenig, President & Chief Executive Officer, Monroe Capital

Sylvia Owens, Managing Director, Global Private Credit and Real Assets Strategist, Aksia

A speaker photo for Kevin Griffin

Kevin Griffin

Chief Executive Officer and Chief Investment Officer, MGG Investment Group

Read bio
A speaker photo for Theodore L. Koenig

Theodore L. Koenig

President and Chief Executive Officer, Monroe Capital LLC

Read bio
A speaker photo for Sylvia  Owens

Sylvia Owens

Managing Director, Global Private Credit and Real Assets Strategist, Aksia

Read bio
11:55 - 12:45

Distressed debt, restructuring and workouts

Brent Humphries, Christopher J. Monigle

Panelists:

Brent Humphries, President and Founding Member, AB Private Credit Investors

Christopher J. Monigle, Vice President, Wilmington Trust

A speaker photo for Brent Humphries

Brent Humphries

President and Founding Member, AB Private Credit Investors

Read bio
A speaker photo for Christopher J. Monigle

Christopher J. Monigle

Vice President, Wilmington Trust

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Midday break
12:45 - 14:00

Networking lunch

General Session
14:00 - 14:35

Keynote fireside chat

Dwight Scott

Speaker: Dwight Scott, Senior Managing Director and Global Head of GSO Capital Partners, Blackstone

A speaker photo for Dwight Scott

Dwight Scott

Senior Managing Director and Global Head of GSO Capital Partners, Blackstone GSO

Read bio
Breakout series
14:35 - 15:25

Track A | Real estate credit

Peter Plaut
  • Return expectations and risk profiles for different types of real estate credit strategies
  • Current availability of debt and financing for core and non-core assets

Moderator: Peter Plaut, Executive Director, Wimmer Family Office

A speaker photo for Peter Plaut

Peter Plaut

Executive Director, Wimmer Family Office

Read bio
14:35 - 15:25

Track B | Spotlight: venture debt leadership discussion

Rob Pomeroy, David Spreng

Panelists:
Rob Pomeroy,
Chairman and Chief Executive Officer, Horizon Technology Finance Corporation
David Spreng, Chairman, CEO& CIO, Runway Growth Capital

Rob Pomeroy Horizon Technology Finance Corporation

Rob Pomeroy

Chairman and Chief Executive Officer, Horizon Technology Finance Corporation

Read bio
A speaker photo for David Spreng

David Spreng

Chairman, CEO & CIO, Runway Growth Capital

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14:35 - 15:25

Track C | Direct lending

Brendan Carroll, Milwood Hobbs Jr., Jay Ramakrishnan , Karen Simeone
  • What are the key issues facing lenders in the face of a global pandemic?
  • How are the deals changing? Where are the deals happening?
  • What is driving the growth? How risky are the loans
  • Can non-bank lenders survive an economic slump?
  • Is the direct lending market over-saturated, and how can managers continue to differentiate themselves from the competition?
  • Which private credit strategies are accretive to a portfolio of middle market direct lending strategies?

Panelists:

Brendan Carroll, Co-Founder, Victory Park

Milwood Hobbs Jr., Managing Director, Oaktree Capital Management

Jay Ramakrishnan, Managing Director, Head of Originations, AB Private Credit Investors

Karen Simeone, Managing Director, HarbourVest

A speaker photo for Brendan Carroll

Brendan Carroll

Co-Founder, Victory Park Capital

Read bio
A speaker photo for Milwood  Hobbs Jr.

Milwood Hobbs Jr.

Managing Director, Oaktree Capital Management

Read bio
A speaker photo for Jay Ramakrishnan

Jay Ramakrishnan

Managing Director, Head of Originations, AB Private Credit Investors

Read bio
A speaker photo for Karen Simeone

Karen Simeone

Managing Director, HarbourVest

Read bio
Afternoon break
15:25 - 15:45

Networking break

Breakout series
15:45 - 16:35

Track A | The shifting sands of the BDC market and middle market CLOs

Meghan Neenan, CFA
  • Portfolio valuation marks
  • Credit performance: Non-accruals and realized losses
  • Dividends: Expecting cuts as earnings are pressured by weaker credit and lower rates
  • Liquidity: material increase in revolver draws to historically high levels; Expecting to see some attractive investment opportunities as we move out of social distancing and terms and conditions have shifted in favor of the lender – but who has liquidity to deploy?  How to balance new investments with supporting existing portfolio companies
  • Leverage – with valuation marks, some BDCs are operating at-or-above longer-term leverage targets – how quickly can those come back down?
  • Share Price – stocks have traded down significantly – yet some have announced dilutive rights offerings

Panelists
Meghan Neenan, CFA
, Senior Director, Fitch Ratings

A speaker photo for Meghan  Neenan, CFA

Meghan Neenan, CFA

Senior Director, Fitch Ratings

Read bio
15:45 - 16:35

Track B | Infrastructure debt

Rich Randall
  • Which subsectors are most attractive and why?
  • What types of cash yields can investors expect?

Panelists:

Alfred Griffin, President, NY Green Bank (CONFIRMED)
Rich Randall, Global Head of Debt Instruments, IFM

A speaker photo for Rich Randall

Rich Randall

Global Head of Debt Investments, IFM Investors

Read bio
15:45 - 16:35

Track C | How to create a modern structured credit and fixed income portfolio

Wynne Comer, Tom Majewski
  • Risks: Interest rate, Inflation, Credit and Liquidity
  • What advantages do CLOs offer over other structured products and credit assets?

Panelists:
Wynne Comer, Chief Operating Officer, AGL Credit Management
Tom Majewski
, Managing Partner & Founder, Eagle Point Credit Management

Wynne Comer AGL Credit Management

Wynne Comer

Chief Operating Officer, AGL Credit Management

Read bio
A speaker photo for Tom Majewski

Tom Majewski

Managing Partner and Founder, Eagle Point Credit Management

Read bio
Plenary sessions
16:40 - 17:15

Closing keynote discussion: the impact of federal stimulus and support on the market

17:15 - 17:15

Chairwoman’s closing remarks

Michelle Noyes

Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)

A speaker photo for Michelle Noyes

Michelle Noyes

Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Read bio
Close of day 1
17:15 - 18:15

PDI NY cocktail reception

Agenda

Day 2 - Wednesday 23rd

Breakfast and registration
07:45 - 09:00

Women in private debt networking breakfast (invitation-only)

Sylvia Owens

Moderator:
Sylvia Owens, Managing Director, Global Private Credit and Real Assets Strategist, Aksia

A speaker photo for Sylvia  Owens

Sylvia Owens

Managing Director, Global Private Credit and Real Assets Strategist, Aksia

Read bio
08:00 - 09:00

Registration and welcome breakfast

Welcome remarks
09:10 - 09:15

Chairwoman’s opening remarks

Michelle Noyes

Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)

A speaker photo for Michelle Noyes

Michelle Noyes

Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Read bio
Plenary sessions
09:15 - 09:45

Opening keynote fireside chat

09:45 - 10:35

ESG in private debt and responsible lending

Chris Cox, Candice Richards
  • Applying an ESG strategy across different debt instruments
  • Conducting ESG diligence in credit with limited access to information, balancing rigor and flexibility for large portfolios
  • ESG-focused CLOs: market opportunities and additional scrutiny
  • How are your firms approaching ESG broadly? Racial and gender equality specifically?

Panelists:

Chris Cox, SMD, Chief Risk Officer, Churchill Asset Management
Candice Richards, Compliance Officer, MidOcean Partners

A speaker photo for Chris Cox

Chris Cox

Senior Managing Director and Chief Risk Officer, Churchill Asset Management

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A speaker photo for Candice Richards

Candice Richards

Compliance Officer, MidOcean Partners

Read bio
10:35 - 10:55

Networking break

Breakout series
10:55 - 11:45

Track A | Emerging markets debt

What are the competitive advantages for funds catering to the smaller end of the market?

10:55 - 11:45

Track B | Specialty finance

Brian Herr, Ben Radinsky

What is the risk return profile of asset backed and specialty finance funds?

 

Panelists

Brian Herr, CIO & Co-Head of Structured Credit and Asset Finance, Medalist Partners LP
Ben Radinsky, Managing Director, Director of Research, Lloyd Crescendo Advisors

A speaker photo for Brian Herr

Brian Herr

CIO & Co-Head of Structured Credit and Asset Finance, Medalist Partners LP

Read bio
A speaker photo for Ben  Radinsky

Ben Radinsky

Managing Director, Director of Research, Lloyd Crescendo Advisors

Read bio
10:55 - 11:45

Track C | Impact debt

Private debt is the largest asset class within impact investing

  • Framework for impact provisions in loan agreements

 

Close of day 2
11:50 - 12:25

Keynote Spotlight Discussion featuring The Carlyle Group

Panelists:
Alex Popov,
Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group

12:25 - 13:00

Geographic spotlight

China and Southern Europe had been growth spots for the market and have been hit hard by COVID19. How did these countries and others fare in the face of the global pandemic?

13:00 - 13:05

Chairwoman’s closing remarks

Michelle Noyes

Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)

A speaker photo for Michelle Noyes

Michelle Noyes

Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Read bio
13:05 - 14:00

Networking luncheon and end of conference

2020 speakers

 

Interested in speaking at the 2020 Forum? Please contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.

Brendan Carroll

Co-Founder, Victory Park Capital

Brendan Carroll is a Senior Partner at VPC, which he co-founded in 2007. He is responsible for strategic initiatives and firm operations in addition to sourcing, evaluating and executing investment opportunities. Mr. Carroll also oversees marketing,… Read full bio
Wynne Comer AGL Credit Management

Wynne Comer

Chief Operating Officer, AGL Credit Management

Comer has thirty years of experience in the structured credit markets. Prior to AGL, from 2009 to 2019, she served at Bank of America where her last post was as Global Head of the CLO Primary business where she led a team in New York and London to or… Read full bio

Chris Cox

Senior Managing Director and Chief Risk Officer, Churchill Asset Management

Prior to joining the firm, Chris was a principal of Carlyle GMS Finance and was a managing director and chief risk officer for Churchill Financial, which he joined in 2006. In this role, he was responsible for overseeing the company’s risk management… Read full bio

David Golub

President, Golub Capital

David Golub is President of Golub Capital, a market-leading, award-winning direct lender and credit asset manager, with over $30 billion of capital under management. Golub Capital partners with institutional investors and family offi ces, offering ta… Read full bio

Kevin Griffin

Chief Executive Officer and Chief Investment Officer, MGG Investment Group

Mr. Griffin founded MGG Investment Group in 2014 and is the CEO and CIO of the firm. Over multiple economic cycles, Mr. Griffin has originated and invested over $5 billion across the capital structure of middle market businesses, including distressed… Read full bio

Brian Herr

CIO & Co-Head of Structured Credit and Asset Finance, Medalist Partners LP

Brian Herr is Chief Investment Officer (“CIO”) of Medalist, Co-Head of Structured Credit & Asset Finance, Partner and Co-Portfolio Manager for the Funds managed by Medalist. Prior to forming Medalist, Mr. Herr co-founded and led the Structured Cr… Read full bio

Milwood Hobbs Jr.

Managing Director, Oaktree Capital Management

Mr. Hobbs sources and originates private debt opportunities across Oaktree’s credit strategies. Prior to joining Oaktree in 2013, he was an executive director at Natixis Securities focused on building the high yield sales and trading franchise. Prior… Read full bio

Brent Humphries

President and Founding Member, AB Private Credit Investors

Brent Humphries joined AB in 2014 as a founding member and President of AB Private Credit Investors, where he has primary responsibility for overseeing all aspects of the business, including investor relations, investment originations, structuring an… Read full bio

Ken Kencel

President and CEO, Churchill Asset Management

Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was President and a Dir… Read full bio

Theodore L. Koenig

President and Chief Executive Officer, Monroe Capital LLC

Theodore L. Koenig is President, CEO and founder of Monroe Capital LLC, a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Mr. Koenig also serves as the Chairman, President and CEO of Mon… Read full bio

Tom Majewski

Managing Partner and Founder, Eagle Point Credit Management

Thomas Majewski is the Managing Partner and founder of Eagle Point Credit Management. He has been involved in the formation and/or monetization of well over 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earli… Read full bio

Christopher J. Monigle

Vice President, Wilmington Trust

Chris is responsible for introducing corporate clients to Wilmington Trust’s Global Loan Agency Services. He specializes in loan agency services for BDCs, Direct Lenders, and Alternative Capital Providers who originate middle market bi-lateral and sm… Read full bio

Meghan Neenan, CFA

Senior Director, Fitch Ratings

Meghan Neenan is a senior director in Fitch Ratings’ financial institutions group. Her coverage includes alternative and traditional investment managers, business development companies, U.S. banks, consumer and commercial finance companies, and leasi… Read full bio

Michelle Noyes

Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Michelle Noyes joined AIMA in 2012 as Chief Operating Officer of AIMA's New York office, and became the Association's Head of Americas in 2017. Previously, she was Head of International Sales and Investor Relations for BRZ Investimentos, one of the l… Read full bio

Sylvia Owens

Managing Director, Global Private Credit and Real Assets Strategist, Aksia

Sylvia oversees the implementation of Private Credit portfolios across Aksia’s global base of LPs. As Aksia’s Global Private Credit Strategist, she advises the firm’s clients with respect to portfolio construction, investment selection, pacing, risk,… Read full bio

Peter Plaut

Executive Director, Wimmer Family Office

Peter Plaut is an Executive Director at Wimmer Family Office focused on origination, researching and structuring private debt and equity transactions across a broad range of industries including in the aerospace, energy, metals and mining, and real e… Read full bio
Rob Pomeroy Horizon Technology Finance Corporation

Rob Pomeroy

Chairman and Chief Executive Officer, Horizon Technology Finance Corporation

Rob Pomeroy is Chief Executive Officer and Chairman of the Board of Horizon Technology Finance Corporation (NASDAQ: HRZN), an externally-managed business development company that provides secured loans to venture capital and private equity backed dev… Read full bio

Ben Radinsky

Managing Director, Director of Research, Lloyd Crescendo Advisors

Mr. Radinsky has 15+ years of investment experience and has negotiated, structured and serviced a total of US$550 million of funded transactions. Mr. Radinsky served as a Senior Investment Analyst at Platinum Partners Credit Opportunities Fund and Ba… Read full bio

Jay Ramakrishnan

Managing Director, Head of Originations, AB Private Credit Investors

Jay Ramakrishnan joined AB in 2014 as a founding member and Managing Director of AB Private Credit Investors. She is a member of the investment committee and Head of Originations, responsible for developing and driving originations strategies across… Read full bio

Rich Randall

Global Head of Debt Investments, IFM Investors

Rich is responsible for the creation and management of IFM Investors' debt investments strategies and portfolios, and for the debt investments team globally. He also heads IFM Investors' North American debt investment business. Based in New York, Ric… Read full bio

Candice Richards

Compliance Officer, MidOcean Partners

Candice Richards joined MidOcean Partners as a Compliance Officer in 2013. Previously, Mrs. Richards was a Compliance Officer at Gresham Investment Management LLC, a financial investment advisory firm. Prior to this, Mrs. Richards was a Compliance Of… Read full bio

Dwight Scott

Senior Managing Director and Global Head of GSO Capital Partners, Blackstone GSO

Dwight Scott is a Senior Managing Director and Global Head of GSO Capital Partners. Mr. Scott oversees the management of GSO and sits on the investment committees for GSO’s energy funds, performing credit funds and distressed funds. Prior to his curr… Read full bio

Karen Simeone

Managing Director, HarbourVest

Karen Simeone joined HarbourVest in 2018 to focus on private credit investments. Prior to joining the Firm, Karen spent eight years at TCW in the Direct Lending Group (formerly Regiment Capital’s direct lending team) where she was a managing director… Read full bio

David Spreng

Chairman, CEO & CIO, Runway Growth Capital

David founded Runway Growth Capital in 2015 and is a member of the firm's investment committee. David is a seasoned and respected Silicon Valley-based investment executive, with 27 years of experience as a venture capitalist and growth debt lender. A… Read full bio

Jordan Stutts

Senior Writer, Private Markets, PEI

Jordan Stutts is a senior reporter at Infrastructure Investor based in New York. Since 2015, Jordan has covered trends in the funding and financing of infrastructure assets around the world. His stories range from the simple power-purchase agreement… Read full bio
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2020 sponsors

The New York Forum offers a unique opportunity for organizations to raise their profile as a part of the premier meeting for investors allocating to private debt.

For more information on the available sponsorship opportunities for the 2020 Forum, please contact Tyler Mitchell at +1 646 795 3279 or tyler.m@peimedia.com.

Venue & hotel accommodations

Click here to reserve hotel accommodations in our room block at the Kimpton Muse Hotel. Rooms are limited and are on a first-come-first-served basis; early booking is strongly advised.

Cutoff date to book is August 22, 2020.

 

117 West 46th Street, New York, NY 10036

Convene

130 W. 46th Street, New York, NY 10036

Kimpton Muse Hotel