The premier private debt event in North America

Private Debt Investor brings our unmatched speaker lineup and dynamic program content to you virtually

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 for a live and interactive virtual conference. The Forum enters its seventh successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.

As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first class dynamic content and peer networking opportunities virtually.

Join us in 2020 for a virtual experience exploring 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.

Attend the Private Debt Investor NY Virtual Forum to: 

  • Engage with private debt professionals and institutional investors to cultivate new business relationships
  • Discuss the effects of covid-19 on the private credit market
  • 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
  • Participate in a wide range of impactful discussions in various formats that include off-the-record think-tankssector focused breakout sessions and fireside chats with industry leaders

Why attend?

Hear from top performing private debt managers in live interactive discussions

Utilize PDI’s virtual platform meeting tool to schedule 1-on-1 virtual meetings with institutional investors and fund managers

Participate in invitation-only think tanks to share best practices and industry concerns

Tailor your PDI virtual experience by customizing your personal profile and agenda

Visit our exhibit hall to exchange information with globally recognized service providers, fund managers, and associations

Access the platform early to network with fellow event attendees leading up to the event

2020 Keynote speakers

View all speakers
View all speakers

Download the 2020 agenda

The 2020 agenda includes:

» Keynote leadership discussions and fireside chats with Antares Capital, Apollo, Blackstone, Deerpath Capital Management, Golub Capital, Neuberger Berman, and Pantheon.

» Interactive panel discussions including opportunistic private credit, distressed debt, restructuring and workouts, and ESG in private debt and responsible lending.

» Dedicated breakout sessions including real estate credit, infrastructure debt, impact debt, direct lending, and more.

2020 Confirmed attendees include

View the preliminary attendee list for the 2020 Forum. Book your place today to increase your visibility to LPs allocating to private debt.
Aflac Global Investments
Aksia
Apolis SAM
AustralianSuper
Bessemer Trust
Cambridge Associates
CPP Investment Board
Evansco
Invesco
Iwp Family Office
Joint Industry Board of the Electrical Industry
Korea Post
Kuvare
La Capitale Financial Group
Liberty Mutual Investments
Loyalty Alliance
MassMutual
Nuveen
Prudential
PSP Investment
Royal Bank of Canada
RVK
Stable Asset Management
State of NJ Treasury Dept- Division of Investment
Swiss RE
University of California
Goldman Sachs
Wilshire Associates
Wimmer Family Office
Apollo
Blackstone
Capital One
Neuberger Berman
NXT Capital
The Carlyle Group
Thoma Bravo

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.

As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first class dynamic content and peer networking opportunities through our virtual platform.

Join us on September 22-23 for a virtual experience exploring 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.

Explore the virtual experience

1-on-1 networking

Utilize PDI’s virtual platform meeting tool to schedule 1-on-1 virtual meetings with institutional investors and fund managers

High quality content

Hear from top performing private debt managers through impactful panel discussions and keynote presentations

A customized experience

Tailor your PDI virtual experience by customizing your personal profile and agenda

Sector focused breakout sessions

Attend sector focused breakout sessions; pick and choose sessions based on your top interests

Virtual exhibit hall

Visit our exhibit hall to exchange information with globally recognized service providers, fund managers, and associations

On-demand access

Receive access to select sessions up to one year post-event anytime, anywhere

 

 

Network and build key relationships

At the PDI New York virtual forum, networking can be done anytime throughout the conference. Take advantage of our networking tools by reaching out to attendees through the event platform. Networking features include:

  • Private messaging: See someone you are interested in working with? Reach out to attendees directly by sending them a direct message.
  • Want to meet list: Browse through attendees and add them to your “want to meet list.” Here you will have a list of all attendees you want to meet in one place.
  • Virtual Meet-ups: Pre-schedule multi-person video conferences for informal “Birds of a Feather”-type meetups, allowing you to connect and network with fellow attendees.

Hear directly from the leaders in private debt

Through the integrated Zoom platform, participate in a wide range of impactful discussions in various formats that include off-the-record think-tanks, sector focused breakout sessions and fireside chats with industry leaders.

You also get:

Built-in calendar to add sessions to your personalized schedule

Automated reminders

Live polling and discussion board

On-demand playback access to select sessions for up to 12 months

 

 

 

 

Meet with globally recognized service providers, fund managers, and associations

Learn more about the event sponsors and partners throughout the conference in the virtual exhibit hall. The exhibit hall is available throughout the conference and can be accessed at anytime.

  • Virtual booths: Meet with sponsors virtually to help you better serve your employees and your members.
  • Online meetings: Easily “request information” from companies and share your information.

2020 agenda

View each tab below to explore the 2020 two-day virtual agenda, packed with insightful panel discussions and keynote presentations. 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

Welcome remarks
09:00 - 09:20

PEI welcome & chairwoman’s opening remarks

Joan Moh, Michelle Noyes

Joan Moh, Head of Event Production & Strategy – Americas, PEI
Chairwoman: Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)

A speaker photo for Joan Moh

Joan Moh

Head of Event Production and Strategy- Americas, PEI

Read bio
A speaker photo for Michelle Noyes

Michelle Noyes

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

Read bio
Plenary sessions
09:25 - 10:00

Keynote leadership discussion

Jordan Stutts, Rakesh Jain, Susan Kasser, CFA

Moderator:

Jordan Stutts, Senior Writer, Private Markets, PEI

Panelists:

Rakesh Jain, Partner and the Global Head of Private Credit, Pantheon
Susan Kasser, Co-Head of Private Credit, Neuberger Berman

 

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Writer, Private Markets, PEI

Read bio
A speaker photo for Rakesh Jain

Rakesh Jain

Partner and the Global Head of Private Credit, Pantheon

Read bio
Susan Kasser Neuberger Berman

Susan Kasser, CFA

Co-Head of Private Credit, Neuberger Berman

Read bio
10:05 - 10:55

LP roundtable: Private debt in an institutional portfolio

Ken Kencel, Sheila Finnerty, Brian Roelke

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

Panelists:

Sheila Finnerty, Executive Managing Director, Strategic Initiatives, Liberty Mutual Investments
Brian Roelke, Chief Investment Officer, Kuvare

A speaker photo for Ken Kencel

Ken Kencel

President and Chief Executive Officer, Churchill Asset Management

Read bio
Sheila Finnerty Liberty Mutual Investments

Sheila Finnerty

Executive Managing Director, Strategic Initiatives, Liberty Mutual Investments

Read bio
Brian Roelke Kuvare

Brian Roelke

Chief Investment Officer, Kuvare

Read bio
10:55 - 11:15

Morning break

  • Please visit the PDI NY Exhibition Hall
  • Meet your co-attendees through the PDI “Meet your Match” meeting tool
General Session
11:15 - 12:05

Opportunistic private credit

Jocelyn Lewis , Symon Drake-Brockman, 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?

Moderator:
Jocelyn Lewis,
Executive Director, Private Debt Strategy, Financial Services, IHS Market

Panelists:

Symon Drake-Brockman, Managing Partner, Pemberton 
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

Jocelyn Lewis IHS Market

Jocelyn Lewis

Executive Director, Private Debt Strategy, Financial Services, IHS Markit

Read bio
A speaker photo for Symon  Drake-Brockman

Symon Drake-Brockman

Managing Partner, Pemberton Asset Management

Read bio
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
12:10 - 13:00

Distressed debt, restructuring and workouts

Caroline Benton, Brent Humphries, Christopher J. Monigle

Panelists:

Caroline Benton, Senior Managing Director, Portfolio Manager, CVC Credit 
Brent Humphries
, President and Founding Member, AB Private Credit Investors
Christopher J. Monigle, Vice President, Wilmington Trust

Caroline Benton CVC Credit

Caroline Benton

Senior Managing Director, Portfolio Manager, CVC Credit

Read bio
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

Read bio
13:05 - 13:35

Keynote leadership discussion

Jordan Stutts, David M. Brackett, David Golub

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

Panelists:

David M. Brackett, President & CEO, Antares Capital
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 M. Brackett

David M. Brackett

Chief Executive Officer, Antares Capital

Read bio
A speaker photo for David Golub

David Golub

President, Golub Capital

Read bio
Midday break
13:35 - 14:00

Mid-day break

  • Please visit the PDI NY Exhibition Hall
  • Meet your co-attendees through the PDI “Meet your Match” meeting tool
General Session
14:05 - 14:35

Keynote fireside chat

Dwight Scott, Graham Bippart

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

Interviewed by: Graham Bippart, Editor, PEI

A speaker photo for Dwight Scott

Dwight Scott

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

Read bio
A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO

Read bio
Breakout series
14:40 - 15:30

Track A | Real estate credit

Peter Plaut, Craig Andreen
  • 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

Panelists:

Craig Andreen, Senior Managing Director, Real Estate Finance / Co-Head, NXT Capital

A speaker photo for Peter Plaut

Peter Plaut

Executive Director, Wimmer Family Office

Read bio
A speaker photo for Craig Andreen

Craig Andreen

Senior Managing Director, Real Estate Finance/ Co-Head, NXT Capital

Read bio
14:40 - 15:30

Track B | Spotlight: venture debt leadership discussion

Rob Pomeroy, David Spreng
  • How do you underwrite companies with no cash flow?

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

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A speaker photo for David Spreng

David Spreng

Chairman, CEO & CIO, Runway Growth Capital

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14:40 - 15:30

Track C | Direct lending

Jana Markowicz, 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?

Moderator:

Jana Markowicz, Partner, Head of Product Management and Investor Relations, U.S. Direct Lending, Ares Management

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

Jana Markowicz Ares Management

Jana Markowicz

Partner, Head of Product Management and Investor Relations, U.S. Direct Lending, Ares Management

Read bio
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

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A speaker photo for Karen Simeone

Karen Simeone

Managing Director, HarbourVest

Read bio
Afternoon break
15:30 - 15:45

Afternoon break

  • Please visit the PDI NY Exhibition Hall
  • Meet your co-attendees through the PDI “Meet your Match” meeting tool
Breakout series
15:45 - 16:35

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

Michele Kovatchis, Armen Panossian
  • 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:

Armen Panossian, Head of Performing Credit and Portfolio Manager, Oaktree Capital Management
Michele Kovatchis, Senior Managing Director, Antares Capital

A speaker photo for Michele Kovatchis

Michele Kovatchis

Senior Managing Director, Antares Capital

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Armen Panossian Oaktree Capital

Armen Panossian

Head of Performing Credit and Portfolio Manager, Oaktree Capital Management

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15:45 - 16:35

Track B | Infrastructure debt

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

Panelists:

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

A speaker photo for Alfred Griffin

Alfred Griffin

President, NY Green Bank

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A speaker photo for Rich Randall

Rich Randall

Global Head of Debt Investments, IFM Investors

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15:45 - 16:35

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

Wynne Comer, Gretchen Lam, CFA, Tom Majewski, Art Penn
  • 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
Gretchen Lam, CFA, Senior Portfolio Manager, Octagon Credit
Tom Majewski, Managing Partner & Founder, Eagle Point Credit Management
Art Penn, Founder & Managing Partner, PennantPark

Wynne Comer AGL Credit Management

Wynne Comer

Chief Operating Officer, AGL Credit Management

Read bio
Gretchen Lam Octagon Credit

Gretchen Lam, CFA

Senior Portfolio Manager, Octagon Credit

Read bio
A speaker photo for Tom Majewski

Tom Majewski

Managing Partner and Founder, Eagle Point Credit Management

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Art Penn PennantPark Investment Advisers

Art Penn

Founder & Managing Partner, PennantPark

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Plenary sessions
16:40 - 17:15

Closing keynote discussion

John Zito

Moderator:
Robin Blumenthal, 
Senior Reporter, Private Debt Investor

Panelist:
John Zito, Senior Partner, Deputy CIO of Apollo Credit, Co-Head of Global Corporate Credit, Apollo

A speaker photo for John Zito

John Zito

Senior Partner, Deputy CIO of Apollo Credit, Co-Head of Global Corporate Credit, Apollo

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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

Agenda

Day 2 - Wednesday 23rd

Welcome remarks
09:15 - 09:25

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
09:30 - 10:00

Opening keynote discussion | Investing in the lower middle market in an uncertain world – risky gamble or safe bet?

Andy Thomson, James H. Kirby

Moderator:
Andy Thomson,
Senior Editor, Private Debt Investor, PEI Media

James H. Kirby, President & Co-Founder, Deerpath Capital Management

Andy Thomson, Private Debt Investor

Andy Thomson

Senior Editor, Private Debt Investor, PEI Media

Read bio
A speaker photo for James H. Kirby

James H. Kirby

President & Co-Founder, Deerpath Capital Management

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10:05 - 10:35

Spotlight discussion featuring Vista Equity Partners

Kristine Morrell Jurczyk, Co-Head of Vista Credit Partners, Vista Equity Partners

Lendell Thompson, Director, Vista Equity Partners

10:35 - 10:45

Break

  • Please visit the PDI NY Exhibition Hall
  • Meet your co-attendees through the PDI “Meet your Match” meeting tool
10:50 - 11:40

ESG in private debt and responsible lending

Chris Cox, Antonella Napolitano, 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
Antonella Napolitano, Global Head of Investor Relations, Deerpath Capital 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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Antonella Napolitano Deerpath Capital

Antonella Napolitano

Global Head of Investor Relations, Deerpath Capital Management

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A speaker photo for Candice Richards

Candice Richards

Compliance Officer, MidOcean Partners

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Breakout series
11:45 - 12:35

Track A | Specialty finance

Ben Radinsky, John Slonieski

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

Panelists:
Ben Radinsky, Managing Director, Director of Research, Lloyd Crescendo Advisors
John Slonieski, Director of Private Credit, Medalist Partners

A speaker photo for Ben  Radinsky

Ben Radinsky

Managing Director, Director of Research, Lloyd Crescendo Advisors

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John Slonieski, Medalist Partners

John Slonieski

Director of Private Credit, Medalist Partners

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11:45 - 12:35

Track B | Private debt secondaries

Olga Kosters

Olga Kosters, Head of Private Debt Secondaries, Tikehau Capital

Olga Kosters Tikehau Capital

Olga Kosters

Head of Private Debt Secondaries, Tikehau Capital

Read bio
11:45 - 12:35

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
12:35 - 12:45

Break

12:50 - 13:25

Spotlight discussion featuring The Carlyle Group

Lauren Basmadjian, Alex Popov

Panelists:

Lauren Basmadjian, Managing Director and Senior Portfolio Manager, The Carlyle Group
Alex Popov, Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group

A speaker photo for Lauren Basmadjian

Lauren Basmadjian

Managing Director and Senior Portfolio Manager, The Carlyle Group

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A speaker photo for Alex Popov

Alex Popov

Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group

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13:25 - 13:30

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

2020 speakers

 

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

Craig Andreen

Senior Managing Director, Real Estate Finance/ Co-Head, NXT Capital

Craig is Co-Head of NXT Capital’s Real Estate Group which provides financing to middle market Core Plus and select Value Add institutional quality commercial real estate properties (primarily multifamily and office) located in US states with favorabl… Read full bio

Lauren Basmadjian

Managing Director and Senior Portfolio Manager, The Carlyle Group

Lauren Basmadjian is a Managing Director and Senior Portfolio Manager for Carlyle Global Credit, where she is focused on Leveraged Loans and Structured Credit. She is based in New York and sits on the Investment Committees for all of Carlyle's US Loa… Read full bio
Caroline Benton CVC Credit

Caroline Benton

Senior Managing Director, Portfolio Manager, CVC Credit

Caroline joined CVC in 2013. Carrie is a member of the Credit Opportunities & Special Situations team and based in New York. Prior to joining CVC, Carrie spent 15 years at Goldman Sachs in proprietary investing and risk management functions in th… Read full bio

Graham Bippart

Editor, Private Funds CFO

Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Euro… Read full bio

David M. Brackett

Chief Executive Officer, Antares Capital

Dave is Chief Executive Officer of Antares Capital. He is a member of Antares’ Investment Committee as well as Antares’ Board of Directors. Previously, Dave served as president and chief executive officer for GE Antares. He was a founding partner whe… Read full bio

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
Synon Drake-Brockman Pemberton

Symon Drake-Brockman

Managing Partner, Pemberton

Symon is the co-founder and Managing Partner of Pemberton. He is a member of the board of Pemberton Asset Management Holding, Executive Management Committee of Pemberton Capital Advisors LLP and is co-chair of the Credit Review Committee. Prior to co… Read full bio
Sheila Finnerty Liberty Mutual Investments

Sheila Finnerty

Executive Managing Director, Strategic Initiatives, Liberty Mutual Investments

Sheila Finnerty is the Executive Managing Director and Head of Strategic Initiatives for Liberty Mutual Investments (LMI). She is a member of the firm’s Internal Investment Committee and Leadership Team. Sheila joined LMI as Head of Leveraged Finance… 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

Alfred Griffin

President, NY Green Bank

Alfred Griffin is an industry leader in developing innovative solutions in support of the financing of renewable energy generation and energy efficiency projects, and brings 25 years of experience in banking and finance to NY Green Bank. As President… 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

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

Rakesh Jain

Partner and the Global Head of Private Credit, Pantheon

Rakesh (Rick) Jain is a Partner and Global Head of Private Debt with 20 years of private markets experience. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain Capital, a middle-market private… Read full bio
Susan Kasser Neuberger Berman

Susan Kasser, CFA

Co-Head of Private Credit, Neuberger Berman

Susan Kasser, CFA is the Co-Head of the Private Credit business for Neuberger Berman. The Private Credit business manages $6 billion of investor capital dedicated to investing in first lien, unitranche and second lien loans to market leading companie… 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

James H. Kirby

President & Co-Founder, Deerpath Capital Management

James Kirby is the President and Co-founder of Deerpath Capital. He was previously a Managing Director and Portfolio Manager in credit investing at Dune Capital Management, LP and its predecessor fund at Soros Fund Management LLC from 2004-2006. He w… 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
Olga Kosters Tikehau Capital

Olga Kosters

Head of Private Debt Secondaries, Tikehau Capital

Olga Kosters joined Tikehau Capital in 2019 to head the Private Debt Secondaries investment strategy. Olga has twenty years of investment and structuring experience in private and public capital markets. Prior to joining Tikehau Capital, she advised… Read full bio

Michele Kovatchis

Senior Managing Director, Antares Capital

Michele is a senior managing director and head of the Credit Advisory Group for Antares Capital. She manages a team of professionals focused on managing our portfolio of stressed accounts in an effort to minimize losses and non-earnings for the Antar… Read full bio
Gretchen Lam Octagon Credit

Gretchen Lam, CFA

Senior Portfolio Manager, Octagon Credit

Ms. Lam is a member of Octagon’s Investment Committee and serves as the Portfolio Manager of 7 CLOs, 8 Separately Managed Accounts, and 3 Private Commingled Funds. Ms. Lam serves as the PM for the Firm’s Structured Credit (CLO Debt & Equity) Inve… Read full bio
Jocelyn Lewis IHS Market

Jocelyn Lewis

Executive Director, Private Debt Strategy, Financial Services, IHS Markit

Ms. Lewis is responsible for our private debt strategy globally as well as product development and client engagement. Previously, she was the regional head of Private Valuation Services for North America at IHS Markit. Ms. Lewis joined IHS Markit in… 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
Jana Markowicz Ares Management

Jana Markowicz

Partner, Head of Product Management and Investor Relations, U.S. Direct Lending, Ares Management

Ms. Markowicz is a Partner in the Ares Credit Group and serves as Head of Product Management and Investor Relations, U.S. Direct Lending and is a member of the Management Committee of Ares Management. Prior to joining Ares in 2005, Ms. Markowicz was… 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
Antonella Napolitano Deerpath Capital

Antonella Napolitano

Global Head of Investor Relations, Deerpath Capital Management

Ms. Napolitano is a Managing Director and Head of Investor Relations and Business Development at Deerpath Capital. She joined the Firm in 2016 and has 17 years of industry experience. She previously worked in investor relations as a product specialis… 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
Armen Panossian Oaktree Capital

Armen Panossian

Head of Performing Credit and Portfolio Manager, Oaktree Capital Management

Mr. Panossian is a managing director and Oaktree’s Head of Performing Credit, as well as portfolio manager for Oaktree’s Strategic Credit strategy. His responsibilities include oversight of the firm’s performing credit activities including the senior… Read full bio
Art Penn PennantPark Investment Advisers

Art Penn

Founder & Managing Partner, PennantPark

Arthur H. Penn is the Founder and Managing Partner of PennantPark Investment Advisers (“PPIA") which was founded in 2007. Mr. Penn is Chairman and Chief Executive Officer of PennantPark Investment Corporation and PennantPark Floating Rate Capital, Lt… 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

Alex Popov

Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group

Alex Popov is a Managing Director, Head of Carlyle Credit Opportunities Fund and Co-Head of Illiquid Credit. Prior to joining Carlyle, Mr. Popov was a Managing Director at HPS Investment Partners (f/k/a Highbridge Principal Strategies, “HPS”) from 20… 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
Brian Roelke Kuvare

Brian Roelke

Chief Investment Officer, Kuvare

Brian leads the investment team at Kuvare. He has over 25 years of industry experience and was previously employed in the TIAA organization, most recently serving as Managing Director and Head of Nuveen Private Capital. In addition, Brian was a membe… 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
John Slonieski, Medalist Partners

John Slonieski

Director of Private Credit, Medalist Partners

John Slonieski is the Director of Private Credit for Medalist Partners, a $2.4 billion alternative investment manager focused on asset-backed private credit, structured credit, and CLOs. Previously, he was the Director of Private Credit for Candlewoo… 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
Andy Thomson, Private Debt Investor

Andy Thomson

Senior Editor, Private Debt Investor, PEI Media

Andy has been with PEI since 2003, working on a number of titles including as Editor of Private Equity International and Senior Editor of Infrastructure Investor. Since H2 2015, he took over responsibility for Real Estate Capital and, in the first ha… Read full bio

John Zito

Senior Partner, Deputy CIO of Apollo Credit, Co-Head of Global Corporate Credit, Apollo

Mr. Zito is a Senior Partner, Deputy CIO of Apollo Credit and Co-Head of the firm’s Global Corporate Credit business. He is the Senior Portfolio Manager of multiple fund products, including the Credit Strategies Fund, Apollo Accord Fund and certain G… 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.

                Platinum sponsor

Principal sponsor

Registration sponsor

Frequently asked questions

Why is the event moving to a virtual platform?

In response to covid-19, organizers of PEI’s Private Debt Investor New York Forum have made the decision to transition from an in-person conference to a live virtual conference. The decision to move our event to a virtual platform was done based on the consideration of our attendees’ safety and official health recommendations.

When are conference sessions and events?

The virtual conference will take place on:

Tuesday, September 22: 9:00 am EST – 5:15 pm EST

Wednesday, September 23: 9:15 am EST – 1:35 pm EST

What about the timezone difference? How do I set meetings on my timezone?

The platform shows available meeting times as per your computer’s timezone. For example, if you are based in New York, a meeting you set for 12 pm from your account will show to a recipient in Los Angeles as 9 am, reducing the human error impact of incorrectly guessing timezones.

It is worth noting that event timings will be running on the Eastern Time Zone. The platform will note the timezone abbreviation next to most timings to avoid confusion.

Where can I find the updated schedule of events?

You can view our latest agenda.

How do I access sessions?

A few weeks prior to the event, all attendees will be sent a link to access our virtual conference app. As a registered attendee, you will be sent a unique link to access the platform. That link is unique to you and cannot be shared with anyone else.

To learn more about this platform, please view our “How it works” page.

Do I need to sit in front of my laptop all day or all night?

No. There will be live content (which is where you can take part in live Q&As) and select sessions will be made on demand, so you can watch sessions at a time convenient to you.

What is included in the ticket price?

Every registration ticket will include access to all general sessions, breakouts, interactive discussions, virtual networking sessions & private video chat, and on-demand playback of sessions.

Will the pricing change?

We have updated our pricing to reflect our virtual conference. Please visit the book now page for additional details.

What if I already purchased a ticket at the in-person rate?

A member of our team will be reaching out to either confirm your attendance to this year’s virtual event, transfer your registration to next year, or discuss other available options. If you have not heard from anyone, please reach out directly to our customer service team at regny@peimedia.com.

I have watched enough webinars over the past 6 months, why would I want to watch more?

We hear you – which is why we have structured the platform to ensure you are part of the conversation. You will be able to:
  • Ask questions of panel speakers during the session
  • Spend time face-to-face via video conference with speakers to ask questions after the
    session
  • Join roundtables to discuss the topics that matter to you with like-minded peers
  • Focused networking breaks where you can discuss the strategies and opportunities you are interested in
  • Pop in to sponsor booths to connect via video and discuss their offerings or a presentation that they have given

Additional questions?

Please feel free to contact us directly at regny@peimedia.com.