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.

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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.

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:

View all speakers
View all speakers

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.

Apply now

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.

Thank you to our sponsors

2023 sponsors

View all sponsors
View all sponsors

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

Thought-leaders shaping the North America private debt market:

 

Interested to speak at the New York Forum? Contact Erin Wolfe today.

2023 speakers included:

Spyro Alexopoulos

Co-Head of Direct Lending, Golub Capital

Amit Bafna

Managing Director, Asset Management, Antares Capital

Michela Bariletti

Chief Credit Officer, Phoenix Group

Andrew Bellis

Partner, Global Head of Private Debt, Partners Group

Zak Bentley

Zak Bentley

Senior Reporter, Infrastructure Investor

Jennie Benza

Private Markets, General Electric Pension

Stephanie Berdik

Partner, Kirkland & Ellis LLP

Garett Bjorkman

Managing Director, Portfolio Oversight, CIM

Andreas Boye

Co-head of Credit Opportunities in North America, Carlyle

William Brady

Partner, Paul Hastings

Christian Brehm

Chief Executive Officer, FC Capital

Christine Brennan

Operations Manager – Alternative Investments, New Jersey Pension Plan

Sarah Butcher

Head of Private Markets Distribution, Canada, Fiera Capital

Nicole Byrns

Alternative Asset Investor, Independent

Stephan Caron

Managing Director, Head of European Private Debt, BlackRock

Andrew Chen

Head of Real Estate Investments, Beach Point Capital Management

Marc Chowrimootoo

Managing Director & Portfolio Manager, Private Credit, Hayfin Capital Management

Noel Clapp

Investment Manager, GE Pension

Pierre-Yves Cyr

Senior Director, Capital Solutions, CDPQ

Dean D'Angelo

Partner, Stellus Capital Management

Gabriel Yomi Dabiri

Private Credit and Cross-Border Finance Leader, Polsinelli

Anna Dayn

Managing Director, New End

Kerry Dolan

Managing Partner, Brinley Partners

Mark Dominé

Managing Director and Head of Originations, Fundamental Advisors LP

Grier Eliasek

President, Prospect Capital

Marianna Fassinotti

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

Andersen Fisher

Portfolio Manager of the Special Situations Opportunity Funds, HPS Investment Partners, LLC

Matthew Freund

President, Barings Private Credit Corp.

Marc Friess

Partner, Proskauer

David Gaito

Head of Direct Lending, Fidelity Investments

Ed Goldstein

Chief Investment Officer, Coller Credit Secondaries

Laurence Gottlieb

Chairman and CEO, Fundamental Advisors LP

Dane Graham

Managing Director, 17Capital

Kevin Griffin

Founder and CIO, MGG Investment Group

Michael Gross

Co-Founder, SLR Capital Partners

Drew Guyette

Senior Partner & Co-Chief Credit Officer, Twin Brook Capital Partners

Greg Hardiman

Managing Director, 17Capital

Nate Hartley

Head of Origination, Americas, Channel Capital Advisors

Jennifer Hartviksen

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

Jesse Kirsch

Partner, Paul Hastings LLP

Avi Korn

Co-Head of Asset Based Finance, KKR

John Kyles

Managing Director, Head of the Credit Strategies, Portfolio Advisors

Leor Landa

Head of the Investment Management Practice, Davis Polk

Jess Larsen

Founder and CEO, Briarcliffe

Kevin Lawi

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

Christina Lee

Managing Director and Assistant Portfolio Manager, Oaktree Capital Management

Aren LeeKong

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

Jeff Levin

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

Tim Lower

Chief Executive Officer, Chief Investment Officer, Founder, Willow Tree Credit Partners LP

Kevin Magid

President, Audax Private Debt

Lin Maung

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

Kevin McCormick

Managing Director, Campbell Lutyens

Joe McCurdy

Senior Managing Director, Head of Origination, Guggenheim Partners

Lane McDonald

Managing Director, Strategy & Operations, OMERS

Richard Melville

Editorial Director, US, PEI Group

Derek Miller

Managing Director, Fitch Ratings

Michelle Noyes

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

Obinna Onyeagoro

Consultant, Egon Zehnder

Armen Panossian Oaktree Capital

Armen Panossian

Head of Performing Credit and Portfolio Manager, Oaktree Capital Management

Margarita Pineda-Ucero

Managing Director, Portfolio Management, Audax Private Credit

Douglas Porter

Managing Director, MainePERS

Dharmy Rai

Director, BlackRock

Hallie Ransone

Managing Director, Liberty Mutual Investments

Brian Resnick

Partner, Davis Polk

Daniel Roddick

Founder, Ely Place Partners

Samantha Rowan

Editor, Real Estate Capital USA

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

Kenneth Saffold

Co-Founder and Managing Partner, o15 Capital Partners

Caroline Sandberg

Partner, Fried Frank

Erik Savi, The Carlyle Group

Erik Savi

Partner and Global Head of Carlyle Infrastructure Credit, The Carlyle Group

Randy Schwimmer

Co-Head of Senior Lending, Churchill Asset Management

Lori Scott

Managing Director, Impact Credit, Lafayette Square

Sengal Selassie

CEO & Founder, Brightwood

Andrew Smith

Head of Real Estate and Senior Managing Director, Kayne Anderson Real Estate

Andy Thomson

Senior Editor, Private Debt Investor

Phillip Titolo

Head of Direct Private Investments, MassMutual

Isaiah Toback

Partner, Deputy Co-Chief Investment Officer, Castlelake

David Traverso

Managing Director, Sales, Alter Domus North America

Bao Truong

Senior Managing Director, Centerbridge Partners, L.P.

William Tuttle

Investment Funds Partner, Kirkland and Ellis

Patti Unti

Head of CRE Equity, Waterfall Asset Management

Leslie Vargas

Senior Portfolio Manager, Resolution Life US

Barry Wilson

Managing Director, FIRSTavenue

Eric Wittleder

Managing Director, Infrastructure, Brookfield Asset Management

Christopher Wright

Managing Director and Head of Private Markets, Crescent Capital

Alfred Xue

Partner, Latham and Watkins

Michael Zawadzki

Global Chief Investment Officer, Blackstone Credit

Joe Zidle

Senior Managing Director, Chief Investment Strategist of the Private Wealth Solutions Group, Blackstone

Boris Ziser

Partner, Schulte Roth and Zabel

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.

View agenda

2024 Agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 17th

Welcome Remarks
08:30 - 08:35

PEI Welcome

Erin Wolfe, Associate Director, Global Head of Content & Strategy, Private Debt, PEI

08:35 - 08:45

PDI’s welcome remarks and introduction

Plenary
08:45 - 09:20

Morning Keynote

09:20 - 10:00

Assessing private credit valuations into 2025

  • What should we expect to see in the private credit sector in the next five years?
  • With an expected increase in competition in the market, what are the key offerings that LPs are looking to see from GPs?
  • Will we see a closer lean towards secondaries?
  • How are these deals creating value and providing liquidity?
10:00 - 10:40

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?
Networking Break
10:40 - 11:10

Networking Break

Plenary
11:10 - 11:50

Direct lending and beyond

  • How are we seeing risk-adjusted returns being affected due to inflation and changing interest rates?
  • Where are we seeing 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?
11:50 - 12:30

Distressed debt & opportunistic credit at the forefront

  • How is opportunistic and distressed credit combating market dislocation? What trends are we seeing in rescue finance and balance sheet restructuring?
  • Where are we seeing 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?
12:30 - 13:10

Differences and similarities for private & public markets

  • What are the key changes in private credit & fixed income going into 2024 and how do we account for these changes?
  • How are we seeing interest rate risk and volatility affecting both investment strategies?
  • Where is the dry powder in these strategies being deployed?
Lunch
13:10 - 14:10

Networking Lunch

13:10 - 14:10

Women’s Luncheon

Roundtable Discussions
14:10 - 15:10

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 Sessions
15:10 - 15:50

Break-Out Session A: Preparing to fundraise

  • With a slowdown in fundraising in 2023, how are we seeing managers rebound and open 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?
15:10 - 15:50

Break-Out Session B: Changes in private debt real estate

  • What are the key pressure points when investing in commercial real estate today?
  • How are we alleviating pressures as they pertain to the housing and rental markets?
  • What are the political and regulatory issues impacting the real estate debt market?
Networking Break
15:50 - 16:20

Networking Break

Break-Out Sessions
16:20 - 17:00

Break-Out Session A: Innovations in private credit

  • Where are the new innovations in private credit coming from?
  • What trends are we seeing coming out of healthcare, technology, etc.?
  • How can diversification be achieved through combining multiple strategies?
  • How are we seeing AI and technological changes affecting businesses?
16:20 - 17:00

Break-Out Session B: Private debt infrastructure & the energy transition

  • How is infrastructure debt being considered throughout investment strategies?
  • How are we seeing managers differentiate themselves?
  • How is our macro environment affecting how we see the energy transition? How are we benchmarking ESG changes?
  • Where are we seeing value-creation?
17:00 - 17:40

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? How do we figure out who to invest in?
17:00 - 17:40

Break-Out Session B: The impending maturity wall

  • Are managers taking this as a fact or myth and how are they addressing it?
  • Are we seeing record highs of total loans reaching maturity in the current market?
  • How are we calculating default rates and how can better prepare for them?
Cocktail Reception
17:40 - 18:40

Cocktail Reception & End of Day 1

Agenda

Day 2 - Wednesday 18th

Breakfast
08:30 - 09:00

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
09:00 - 09:05

Welcome remarks from Chair

09:05 - 09:15

Presentation from PDI Data Team

Plenary
09:15 - 09:55

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?
09:55 - 10:35

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?
10:35 - 11:15

Emerging trends in asset-based lending

  • Are we seeing asset-based lending trending over traditional direct lending vehicles and if so, 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 we viewing different types of collateral for asset-based deals?
  • How has this strategy been impacted by our current macroeconomic environment?
Networking Break
11:15 - 11:45

Networking Break

Plenary
11:45 - 12:25

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?
12:25 - 13:05

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 we seeing deployed and allocated to on a global level?
  • Where are we seeing the best returns?
  • What global geo-political risks are we seeing when thinking about international investments?
13:05 - 13:55

LP Keynote

Lunch
14:45 - 15:45

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.

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 attendee list

Some of the many investors attending in 2023 include...

View all sponsors

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.

Apply now

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.

Download

The lineup includes pensions, insurance companies, and more

Hear from a variety of institutional investors

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.

Apply now