The premier private debt event in North America
The 11th annual Private Debt Investor New York Forum will return to New York Hilton Midtown on September 17-18 bringing together 400+ senior decision-makers, including 100+ institutional investors from the North American private credit industry.
Discover the key drivers fueling private debt’s growth stories with innovative investors and managers at the Forum to find out effective ways to differentiate your firm and expand your investor base in this highly competitive market.
Connect with North America’s leading investors, including CalSTRS, IMCO, Liberty Mutual, MassMutual, OTPP, and many more to:
- Understand where investors are looking to allocate funds
- Learn what they are looking for in a manager during the current macroeconomic environment
- Gain actionable insight into the best practices and strategies for generating the highest returns
What can you expect at the forum?
Explore new trends in private debt
Learn about the most relevant topics across the asset class, including direct lending, specialty finance, and more.
Exchange ideas with your peers
Have meaningful conversations with private debt experts about top return strategies and best practices for securing capital.
Expand your investor network
Make valuable connections with investors and discuss their top considerations when allocating to private debt.
Key agenda themes for 2024
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 2025
- 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 included:
2023 Investor attendees included:
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, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass, and a member of our team will follow up with you.
See what past attendees are saying about the forum
Testimonials
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.
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.
2024 Sponsors
Thought-leaders shaping the North America private debt market:
Interested to speak at the New York Forum? Contact Erin Wolfe today.
2024 confirmed speakers:
Pre-Event Resources
Discover the Key trends shaping investor allocations
Download the agenda to discover hot topics in the North America private debt market.
If you are interested to speak at PDI New York Forum, please reach out to Erin Wolfe at erin.wolfe@pei.group.
2024 Agenda
Agenda
Day 1 - Tuesday 17th
PEI Welcome
Erin Wolfe, Associate Director, Global Head of Content & Strategy, Private Debt, PEI
PDI’s welcome remarks and introduction
Morning Keynote
Assessing the macro environment for private credit in 2025
- What are the expected changes coming to the private credit sector in the next five years?
- What are the current market conditions in the leveraged finance market and what are the expected changes?
- What developments for alternative financing structures are being explored?
- How are the role of investment banks continuing to evolve?
- What regulatory changes are coming out of the Fed and how can investors and managers be better prepared for these? What changes are anticipated in the upcoming elections and how will this impact investments?
Panelists:
Kevin Magid, President, Audax Private Debt
Finding value: an LP perspective
- Where are allocators finding the most qualified opportunities?
- Is the return on private credit investments attracting new investors to the asset class?
- What strategies are providing the most attractive returns for investors?
Speakers:
Jenie Benza, Private Markets, GE Pension
Amir Madden, Senior Portfolio Manager – Alternative Credits, APG Asset Management
Doug Porter, Managing Director, MainePERS
Networking Break
Direct lending and beyond
- How are risk-adjusted returns being affected due to inflation and changing interest rates?
- Where is the most value creation?
- With increasing competition in the market, how are managers differentiating themselves?
- What specialist strategies should LPs focus on when making their private credit allocations?
Distressed debt & opportunistic credit at the forefront
- How is opportunistic and distressed credit combating market dislocation? What are the trends in rescue finance and balance sheet restructuring?
- Where are there areas of opportunity to enhance investment returns and increase portfolio diversification?
- How much capital is being raised for these strategies and how much of an appetite are we seeing from LPs?
Differences and similarities for private & public markets
- What are the key changes in private credit & fixed income going into 2025 and what are best ways account for these changes?
- How is interest rate risk and volatility affecting both investment strategies?
- Where is the dry powder in these strategies being deployed?
Networking Lunch
Women’s Luncheon
Roundtable Discussions
Join us for our first ever networking roundtables after lunch where we will cover some of the latest content in private credit and invite you to have dynamic discussions and meet with your peers. Topics coming soon!
Break-Out Session A: Preparing to fundraise
- With a slowdown in fundraising in 2023, how are managers rebounding and opening new funds?
- What are the major types of funds we are seeing the most dry powder being deployed in and where are these opportunities for growth?
- What are the current barriers to entry we see for newer funds?
Break-Out Session B: Changes in private debt real estate
- What are the key pressure points when investing in commercial real estate today?
- How has the market alleviated pressures as they pertain to housing and rental markets?
- What are the political and regulatory issues impacting the real estate debt market?
Networking Break
Break-Out Session A: Innovations in private credit
- Where are the new innovations in private credit coming from?
- What trends are coming out of healthcare, technology, etc.?
- How can diversification be achieved through combining multiple strategies?
- How are AI and technological changes affecting businesses?
Break-Out Session B: Private debt infrastructure & the energy transition
- How is infrastructure debt being considered throughout investment strategies?
- How are managers differentiating themselves?
- How is our macro environment affecting how the industry views the energy transition? How are firms benchmarking ESG changes?
- Where are these opportunities for value-creation?
Speakers:
Archit Sood, Portfolio Manager, Global Credit, IMCO
Break-Out Session A: Success for emerging managers
- What specific strategies or regions are emerging managers investing in?
- What are the keys to differentiating strategies?
- What are LP requirements of managers entering the market? What is the process in figuring out who to invest in?
Speakers:
Anna Dayn, Managing Director, New End
Break-Out Session B: The impending maturity wall
- Are managers taking this as a fact or myth and how are they addressing it?
- Are record highs of total loans reaching maturity in the current market?
- How are firms calculating default rates and how can they better prepare for them?
Cocktail Reception & End of Day 1
Agenda
Day 2 - Wednesday 18th
Investor-only networking breakfast (By invitation only)
Exclusive for LPs, peer to peer discussions focused on the latest trends facing LPs. Facilitators represent institutional investors and family offices respectively. Please RSVP to erin.wolfe@pei.group
Welcome remarks from Chair
Presentation from PDI Data Team
Mastering deal origination
- How are firms currently originating deals and what trends do we expect to see for LPs? Do they originate more of their own deals, or do they look to have these facilitated through other firms?
- How are fees playing a role in the origination process?
- What research tools are the most applicable for deal origination in 2024?
- How are origination capabilities setting managers apart and what sourcing capabilities are they utilizing to scale and expand strategies?
Speakers:
Thomas Cockburn, Senior Director, Private Debt, CDPQ
Growth of niche strategies in specialty finance
- How does performance vary between niche, specialty strategies and standard direct lending strategies? How are we measuring the success of niche strategies?
- How are LPs balancing exposure to these strategies in their investment portfolios?
- What are the keys to differentiating one strategy from another when working through the origination process?
Emerging trends in asset-based lending
- Where is asset-based lending trending over traditional direct lending vehicles and is this a trend we will continue to see in the future?
- Where are the emerging areas of value creation for asset-based lending?
- How are different types of collateral used for asset-based deals?
- How has this strategy been impacted by our current macroeconomic environment?
Networking Break
Case-Study Panel: Finding liquidity through NAV financing
- In real time, how are GPs using NAV finance and structured products to create distributions for investors?
- Are LPs utilizing NAV financing to work through overallocation concerns?
- How are GPs & LPs measuring fund performance through NAV finance?
Global private credit and the newest opportunities internationally
- Where are opportunities coming out of Europe, Asia-Pacific, Latin America, and the Middle East?
- What strategies are deployed and allocated to on a global level?
- Where are the best returns?
- What global geo-political risks are we seeing when thinking about international investments?
LP Keynote
Lunch & End of Day 2
2023 Hotel & venue
New York Marriott Marquis
1535 Broadway New York, New York 10036
All conference sessions will take place at New York Marriott Marquis.
There is also a room block at the hotel reserved for attendees. If you would like to book a room in the block, please use the link below or call reservations at +1 212 398 1900.
Connect with private debt investors and fund managers
Form invaluable relationships with the expansive community of asset managers, institutional investors, and other private debt professionals attending the forum.
Ensure you are at the forefront of the latest trends affecting your investment strategies by participating in networking sessions and having important conversations with industry leaders.
Network with institutional investors
Take advantage of the unique opportunity to meet institutional investors and discuss how private credit strategies fit into their portfolios.
Participate in invaluable discussions
Improve your strategy for allocating funds to private debt and generating high returns through conversations with private debt leaders.
Create lasting connections
Build your network of knowledgeable and experienced contacts within the private debt sector by networking with your fellow attendees.
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. A limited number of complimentary passes are available for eligible 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, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass today and a member of our team will follow up with you.
2023 investor attendees included:
What to expect at the forum:
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 industry experts
Arrange one-to-one meetings and network with the biggest leaders engaged in the private debt asset class.
Investors at PDI New York Forum
The forum is the largest gathering in North America for institutional investors and other professionals part of the private debt community.
Download the investor prospectus to access important details and insights about the event.
The lineup includes pensions, insurance companies, and more
Hear from a variety of institutional investors
Michela Bariletti
Chief Credit Officer, Phoenix Group
Jennie Benza
Private Markets, General Electric Pension
Christine Brennan
Operations Manager – Alternative Investments, New Jersey Pension Plan
Nicole Byrns
Alternative Asset Investor, Independent
Noel Clapp
Investment Manager, GE Pension
Pierre-Yves Cyr
Senior Director, Capital Solutions, CDPQ
Anna Dayn
Managing Director, New End
Jennifer Hartviksen
Head of Global Credit, Investment Management Corporation of Ontario (IMCO)
Lin Maung
Senior Portfolio Manager, Private Equity, State of Wisconsin Investment Board (SWIB)
Lane McDonald
Managing Director, Strategy & Operations, OMERS
Douglas Porter
Managing Director, MainePERS
Hallie Ransone
Managing Director, Liberty Mutual Investments
Phillip Titolo
Head of Direct Private Investments, MassMutual
Leslie Vargas
Head of Portfolio Management, Resolution Life US
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for allocators and institutional investors to join the event.
Complimentary investor passes are limited to pension fund, insurance company, sovereign wealth fund, foundation, endowment, trust, family office, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will follow up with you.