The largest private debt event in North America

On September 22-23, the Private Debt Investor New York Forum will bring together over 350 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)

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

Plenary session | Opportunistic private credit

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?

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

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 and Global Private Credit Strategist, Aksia

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11:55 - 12:45

Plenary session | Distressed debt, restructuring and workouts

Christopher J. Monigle

Panelist: Christopher J. Monigle, Vice President, Wilmington Trust

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

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

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Breakout series
14:35 - 15:25

Track A | Real estate credit

  • 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
14:35 - 15:25

Track B | Venture debt

14:35 - 15:25

Track C | Direct lending

  • 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?
Afternoon break
15:25 - 15:45

Networking break

Breakout series
15:45 - 16:35

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

  • Risks: interest rate, inflation, credit and liquidity
  • What advantages do CLOs offer over other structured products and credit assets?
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?
A speaker photo for Rich Randall

Rich Randall

Global Head of Debt Investments, IFM Investors

Read bio
15:45 - 16:35

Track C | Impact debt

Private debt is the largest asset class within impact investing

  • Framework for impact provisions in loan agreements
Plenary sessions
16:40 - 17:15

Closing keynote discussion

17:15 - 17:15

Chairwoman’s closing remarks

Michelle Noyes

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
17:15 - 18:15

Cocktail reception

Close of day 1
17:30 - 18:30

Networking cocktail reception and end of day 1

Agenda

Day 2 - Wednesday 23rd

Breakfast and registration
08:00 - 09:00

Registration and welcome breakfast

07:45 - 09:00

Women in private debt networking breakfast (Invitation-only)

Welcome remarks
09:10 - 09:15

Chairwoman’s opening remarks

Michelle Noyes

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

Christopher Cox
  • 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?

Panelist: Chris Cox, SMD, Chief Risk Officer, Nuveen

A speaker photo for Christopher Cox

Christopher Cox

Senior Managing Director & Chief Risk Officer, Churchill Asset Management

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

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

10:55 - 11:45

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

  • BDC Fee Structures
  • Growth of mid-market CLOs as source of capital
Close of day 2
11:50 - 12:40

TBD

12:40 - 12:45

Chairwoman’s closing remarks

Michelle Noyes

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
12:45 - 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.

Christopher Cox

Senior Managing Director & 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

Brent Humphries

President and Founding Member, Alliance Bernstein 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 & 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

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

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 and Global Private Credit 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

Jay Ramakrishnan

Managing Director, Head of Originations, Alliance Bernstein 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

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
View all speakers

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