The premier private debt event in North America

The Private Debt Investor New York Forum is back in person for 2022 and will bring together senior professionals engaged in the continued expansion of private debt as an asset class. The forum will enter its ninth successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.

Attending the Private Debt Investor New York Forum will allow you to:

  • Engage with private debt professionals and institutional investors to cultivate new business relationships
  • Hear how firms differentiate themselves in this highly competitive and dynamic market
  • Debate best practices and return strategies across the private debt and credit asset class
  • 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

 

View the agenda

Explore the benefits of attending

What can you expect at the forum?

Gain insights you can’t find anywhere else

 Hear from experienced panelists eager to share their wealth of knowledge about the private debt asset class. Gain insight into various private debt-related topics, including direct lending, secondaries, real estate, specialty finance, and more.

Connect with private debt professionals

Benefit from conversations with private debt experts about emerging opportunities and tips for securing capital within the asset class. Network in-person during networking breaks, an evening drinks reception, think tank breakfasts, and more.

Expand your investor network

Take advantage of the unique opportunity to meet with and hear from the growing list of institutional investors attending the forum. Plus, have meaningful discussions with investors about allocating to private debt and what they look for from GPs.

Book before July 29 to save $300+

Secure your place today to connect with your peers in the private debt space and discover innovative strategies for generating high returns.

Book now

Your go-to resource leading up to the event

Explore the official event guide for PDI New York 2022

Download the brochure for crucial event information, including:

  • Agenda highlights featuring the most pressing topics facing private debt professionals
  • Featured speakers from leading firms in the private debt space
  • In-person networking opportunities that are available throughout the forum
  • The preliminary list of asset management firms and investors who will be in attendance
  • Venue and hotel information
  • And more!

Find out what topics will be discussed

Key agenda themes

  • Macro trends: Inflation, world markets, and more
  • Direct lending: What’s new?
  • The case for specialty finance: Navigating exposure
  • Special situations and distressed investing in today’s environment
  • Sustainability-linked loans, metrics, risk assessments, and ESG considerations
  • Diversity & inclusion in the private credit industry
  • Opportunities in the secondaries market
  • Real estate debt
  • Infrastructure debt
  • And more!

View the private debt experts speaking at the forum

Featured speakers

View all speakers
View all speakers

Browse the 2022 attendee list

Network with your peers in private debt

Alberta Investment Management Corporation
Alcentra
Alliance Bernstein
American Industrial Partners
APG Asset Management
Bain Capital
Blackstone
Brinley Partners
Brooklands Capital Strategies
Canadian Imperial Bank of Commerce
Capital One
Cargill, Trade & Capital Markets
CDPQ
City of Stamford
CPPIB America
Crestline Investors
Denham Capital
Fundamental Advisors
Incus Capital
Investment Management Corporation of Ontario
JPMorgan Alternatives Asset Management
Kartesia
Kiska Developers
Liberty Mutual Insurance
Lombard Odier
Macquarie Group
Massachusetts Mutual Life Insurance
MetLife Investments
Midwest Holding
Nationwide Insurance
NXT Capital
OCP Asia
Oxford Finance
Pantheon Ventures
PGIM
Portfolio Advisors
Realterm
Resolution Life
Royal Bank of Canada
Sen Family Office
Storebrand Asset Management
TCW Group
The Joint Industry Board of the Electrical Industry
Varagon Capital Partners
Wellington Management

See what past attendees are saying about the forum

Testimonials

Kurt Bock

Chief Executive Officer, Country Financial

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

Jim McMullan

Head of Corporate Credit, CDPQ

Overall great retreat; an opportunity to step back and think about private debt opportunities and trends.

Michael Rudanycz

Managing Director, Sun Life Capital Management

Good opportunity to get back up to speed on lending markets, trends, changes, and individuals in the arena.

Thank you to our sponsors

2022 sponsors

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2022 sponsors

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

For information on available 2022 sponsorship opportunities, please contact Holly James at holly.j@peimedia.com or call +44 11 4551 3252.

 

Download the PDI sponsorship brochure

2022 speakers

Have a topic you would like to discuss at the Private Debt Investor New York Forum 2022? Please contact Erin Wolfe at Erin.Wolfe@peimedia.com.

 

Download the agenda

Paul Barker

Partner, ESG & Impact, Kirkland & Ellis

Paul is a partner in the Bay Area office of Kirkland & Ellis LLP and a member of the Firm’s ESG & Impact Practice Group, which advises some of the world’s most sophisticated private equity firms, corporations, and project sponsors and lenders… Read full bio

Ari Blaut

Partner and Co-Head of U.S. Credit and Leveraged Finance, Sullivan and Cromwell

Ari Blaut is a partner in S&C’s Finance & Restructuring Group and is co-head of the Firm’s U.S. Credit & Leveraged Finance practice. Ari maintains a broad corporate practice advising clients on a wide range of financing transactions. Ari… Read full bio

Laurent Bouvier

Managing Partner, Kartesia

Laurent is a Founding Partner of Kartesia. In his role, Laurent is responsible for overseeing the management and development of the company, more particularly in relation to fundraising and investor relations. When founding Kartesia in 2013, Laurent… Read full bio

Nicole Byrns

MD, Americas Structured Credit and Financials, CPP Investments

Nicole joined CPPIB in 2019 and focuses on investment opportunities across the structured credit sector including CLOs, consumer finance, and specialty finance sectors. Prior to joining CPPIB, Nicole worked at Deutsche Bank’s Global Credit Trading gr… Read full bio

Greg Cashman

Head of Direct Lending, Golub Capital

Mr. Cashman joined Golub Capital in 1996 and heads the Firm’s Direct Lending business. He is responsible for overseeing origination, deal execution and capital markets. Mr. Cashman is a member of the Firm’s Investment and Watchlist committees and is… Read full bio

George Coles

Senior Director, Corporate Credit, CDPQ

George Coles is a Senior Director, Corporate Credit, based in the New York office. He develops strategic partnerships with key market participants in the United States. He also supports the implementation of the Private Credit portfolio’s strategy. B… Read full bio

Ed Cong

Principal and Managing Director, Marathon Structured Credit

Ed Cong is a Principal and Managing Director in Marathon's Structured Credit Group and a Member of Marathon’s Executive Committee, Investment Committee and Diversity and Inclusion Council. Mr. Cong is responsible for portfolio construction, asset all… Read full bio

Jennifer Daly

Partner, King & Spalding

Jennifer Daly is a partner at King & Spalding and leads their Private Credit Special Situations team. Having previously held senior roles in the financial services and investment management sectors at Bank of America Merrill Lynch and distressed… Read full bio

Patrick Fear

Managing Director, AB Private Credit Investors

Patrick Fear joined AB in 2014 as a founding member and Managing Director of AB Private Credit Investors. He is a member of the investment committee and leads the team’s investments in digital infrastructure and services. Fear is also responsible for… Read full bio

Christian Fuqua

Managing Director, Deputy Portfolio Manager, CBRE Investment Management

Christian Fuqua is a Managing Director within the Americas Credit Division for CBRE Investment Management and serves as Deputy Fund Portfolio Manager. In this role, he oversees the Americas Credit Division's operations, including the acquisitions and… Read full bio

Kevin Griffin

CEO & CIO, MGG Investment Group

Mr. Griffin founded MGG Investment Group in 2014 and is the CEO and CIO of the firm. Prior to launching MGG, Mr. Griffin was a Managing Director with Highbridge Principal Strategies, where he was a senior member of the Specialty Lending Platform and… Read full bio

Jennifer Hartviksen

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

Jennifer Hartviksen joined IMCO in 2020 and is responsible for the global credit asset class, a globally diversified portfolio of public and private credit assets across the risk spectrum. Previously, Jennifer spent over six years at Invesco Ltd wher… Read full bio

Carolyn Hastings

Managing Director, Private Credit Group, Bain Capital Credit

Carolyn Hastings is a Managing Director in the Private Credit Group at Bain Capital Credit, a leading global credit specialist with approximately $57 billion in assets under management. She is based in Bain Capital Credit’s Boston office and serves a… Read full bio

Brent Humphries

President, 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 chairing the investment committee, fundraising, investor re… Read full bio

Rakesh (Rick) Jain

Global Head of Private Credit, Pantheon Ventures

Rick is a Partner and Global Head of Private Debt. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain Capital, a middle-market private credit manager, where he led the direct investment busines… Read full bio

Faraaz Kamran

Senior Partner, Twin Brook Capital Partners

As a Senior Partner and member of Twin Brook’s Investment Committee, Faraaz Kamran focuses on the firm’s healthcare portfolio and oversees the firm’s origination activity. Prior to joining Twin Brook, Faraaz was with Madison Capital Funding LLC, a wh… Read full bio

Kenneth Kencel

President & CEO, Churchill Asset Management

Ken serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset manager of TIAA. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct Lending Corp., Churchill’s publicly registered bus… Read full bio

James Kirby

Founder & President, 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

John Kyles

Managing Director, Head of the Credit Strategies, Portfolio Advisors

John joined Portfolio Advisors in 2009 and is Head of the Credit Strategies team. Previously, he was a Director at Citigroup, where he spent eight years in the Private Equity Placements Group. While at Citigroup, he structured and executed private pl… Read full bio

Kevin Lawi

Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investment Group, Credit Suisse Asset Management

Kevin Lawi, Managing Director, is the Private Credit Portfolio Manager and Head of Origination of the Credit Investments Group (CIG) within Credit Suisse Asset Management. He joined CIG in 2021 to lead the origination and structuring of transactions… Read full bio

Justin Lawrence

Partner, Private Credit, Adams Street Partners

Justin supports the Private Credit Team in all aspects of the decision-making process, including sourcing, structuring, reviewing, and negotiating deal opportunities. Prior to joining Adams Street, he was a Vice President at Ares Management LLC. In t… Read full bio

Chris Lund

Managing Director & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital LLC

Mr. Lund is a Managing Director and Co-Portfolio Manager of Monroe Capital’s institutional portfolios. He is responsible for managing the firm’s direct investing vehicles including commingled funds, separately managed accounts, and SBIC funds. He is… Read full bio

Kevin Magid

President, Audax Private Debt

Kevin Magid is President of Audax Private Debt, a leading debt capital partner with over $28 billion invested across more than 1,000 companies and over $21 billion in capital raised. Mr. Magid joined Audax Group in 2000 and has led Audax Private Debt… Read full bio

Derek Miller

Managing Director, Fitch Ratings

Derek Miller is a managing director at Fitch Ratings. He currently heads the U.S. Structured Credit group responsible for collateralized loan obligations (CLOs) and other structured credit ratings. The Structured Credit group assigns new issue CLO ra… Read full bio

Darius J. Mozaffarian

Partner & Co-President, White Oak Global Advisors

Mr. Mozaffarian joined White Oak in May 2008, became Partner in 2010, joined the Investment Committee in 2014 and currently serves as President. His primary responsibility is to oversee the investment teams that are responsible for originating and st… Read full bio

William Needham

Managing Director, KKR Credit

William Needham joined KKR in 2014 and is a Managing Director of KKR Credit. He leads KKR's corporate restructuring and governance efforts across the European Private Credit and Special Situations strategies. Mr Needham currently sits on the boards o… Read full bio

Alex Popov

Head of Illiquid Credit Strategies, Carlyle

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

Benjamin E. Rubin

Partner, Proskauer

Benjamin Rubin a partner in the Corporate Department and a member of the Private Credit Group. Ben focuses his practice on complex corporate finance transactions and represents an array of private credit providers, including private debt funds, BDCs,… Read full bio

Tim Ruxton

Managing Director, Credit & Structured Products, Alter Domus

Tim joined Alter Domus, then Cortland Capital Market Services, in 2013, co-managing the Credit & Structured Products teams. He now acquires new business and manages existing client relationships within the business development group. Prior to joi… Read full bio

Caroline Sandberg

Partner, Fried Frank

Caroline Sandberg is a partner in the Corporate Department and the Finance Practice, resident in New York. She joined the Firm in 2006. Ms. Sandberg represents lenders, private and public companies and private equity sponsors on a wide variety of fin… Read full bio

Paul Saunders

Head of Private Credit Americas Business Development, Partners Group

Paul Saunders is the Head of Americas Private Debt Business Development & Investor Relations, based in New York. He has 14 years of industry experience. Prior to Partners Group, he worked at BlackRock in their Global Credit Team. In this role he… Read full bio

Daniel Seale

Partner, Latham and Watkins

Daniel Seale is a partner in the New York office of Latham & Watkins and is Global Chair of the firm’s Banking Practice. Mr. Seale is a member of the Finance Department; the Banking, Capital Markets, and Private Equity Practices; and the firm’s S… Read full bio

Michael Suppappola

Partner, Proskauer

Mike Suppappola is a partner in the Private Funds Group who specializes in representing asset managers across the globe in all aspects of their business and operations, with a particular focus on fund formation and the structuring and execution of se… Read full bio

Leslie Vargas

Portfolio Manager, Resolution Life

Leslie is a Portfolio Manager at Resolution Life US in New York. Leslie manages investments and executes the investment strategy across the asset class spectrum with a focus on private assets and alternatives and leverages relationships with third-pa… Read full bio

2022 agenda

For more information regarding the agenda or to inquire about speaking opportunities, please contact Erin Wolfe at Erin.Wolfe@peimedia.com.

Download the agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 21st

Breakfast
08:00 - 09:00

Registration & welcome breakfast

08:00 - 09:00

Women’s networking breakfast

Welcome
09:00 - 09:05

PEI welcome

Erin Wolfe
A speaker photo for Erin Wolfe

Erin Wolfe

Senior Conference Producer, PEI Media

Read bio
09:05 - 09:10

Chairperson’s remarks

Plenary sessions
09:10 - 09:40

Opening keynote

Greg Cashman

State of the Union for Private Credit 2022

Keynote speaker:
Greg Cashman, Head of Direct Lending, Golub Capital

A speaker photo for Greg Cashman

Greg Cashman

Head of Direct Lending, Golub Capital

Read bio
09:40 - 10:20

Macro trends ahead: Weathering changes

Benjamin E. Rubin, Jennifer Hartviksen, Kenneth Kencel
  • Main risk factors going into 2023
  • The current state of the world’s markets as they pertain to civil unrest, Covid-19 concerns, the war in Ukraine, and the threat of additional Russian sanctions
  • Fears around climbing interest rates and the effects of inflation
  • Opportunities to generate alpha during periods of market dislocation
  • Expansion by size, geography, and strategy

Moderator:
Benjamin E. Rubin, Partner, Proskauer

Panelists:
Jennifer Hartviksen, Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Kenneth Kencel, President & CEO, Churchill Asset Management

A speaker photo for Benjamin E.  Rubin

Benjamin E. Rubin

Partner, Proskauer

Read bio
A speaker photo for Jennifer Hartviksen

Jennifer Hartviksen

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

Read bio
A speaker photo for Kenneth  Kencel

Kenneth Kencel

President & CEO, Churchill Asset Management

Read bio
10:20 - 11:00

Direct lending: Protection for the future

Daniel Seale, George Coles, Faraaz Kamran, Chris Lund, Kevin Magid
  • Supply and demand dynamics in the direct lending space
  • Addressing concerns around profit margins due to inflation and rising interest rates and how best to protect your firm
  • How underwriting changed post-pandemic to create more resilient strategies
  • Essential ways to ensure capital preservation

Moderator:
Daniel C. Seale, Partner, Latham & Watkins

Panelists:
George Coles, Senior Director, Corporate Credit, CDPQ
Faraaz Kamran, Senior Partner, Twin Brook Capital Partners
Chris Lund, Managing Director & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital LLC
Kevin Magid, President, Audax Private Debt

A speaker photo for Daniel Seale

Daniel Seale

Partner, Latham and Watkins

Read bio
A speaker photo for George Coles

George Coles

Senior Director, Corporate Credit, CDPQ

Read bio
A speaker photo for Faraaz Kamran

Faraaz Kamran

Senior Partner, Twin Brook Capital Partners

Read bio
A speaker photo for Chris Lund

Chris Lund

Managing Director & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital LLC

Read bio
A speaker photo for Kevin  Magid

Kevin Magid

President, Audax Private Debt

Read bio
Networking
11:00 - 11:30

Networking break

Plenary sessions
11:30 - 12:10

Emerging ESG trends in private credit

Paul Barker, Kevin Griffin, Justin Lawrence, William Needham
  • Loan structuring to encourage responsible behavior
  • Innovative ways to link loans to ESG considerations
  • Incorporating ESG considerations to assess risk metrics and thematic issues, including climate change, net-zero commitments, energy transitions, resource availability, workforce practices, and inclusive growth
  • Using data & ESG analytics
  • Acquiring data and metrics to help meet LP expectations for reporting

Moderator:
Paul Barker, Partner, ESG & Impact, Kirkland & Ellis

Panelists:
Kevin Griffin, CEO & CIO, MGG Investment Group
Justin Lawrence, Partner, Private Credit, Adams Street Partners
William Needham, Managing Director, KKR Credit

A speaker photo for Paul Barker

Paul Barker

Partner, ESG & Impact, Kirkland & Ellis

Read bio
A speaker photo for Kevin Griffin

Kevin Griffin

CEO & CIO, MGG Investment Group

Read bio
A speaker photo for Justin Lawrence

Justin Lawrence

Partner, Private Credit, Adams Street Partners

Read bio
A speaker photo for William Needham

William Needham

Managing Director, KKR Credit

Read bio
12:10 - 12:50

CLO discussion

Derek Miller, Nicole Byrns, Tim Ruxton
  • Advantages CLOs offer over other structured products and credit assets
  • Collateralized loan obligations in the US vs. Europe
  • Managing the complexity of CLOs and leveraging technology
  • Role of rating agencies

Moderator:
Derek Miller, Managing Director, Fitch Ratings

Panelists:
Nicole Byrns, Managing Director, Capital Solutions, CPP Investments
Tim Ruxton, Managing Director, Credit & Structured Products, Alter Domus

A speaker photo for Derek Miller

Derek Miller

Managing Director, Fitch Ratings

Read bio
A speaker photo for Nicole Byrns

Nicole Byrns

MD, Americas Structured Credit and Financials, CPP Investments

Read bio
A speaker photo for Tim Ruxton

Tim Ruxton

Managing Director, Credit & Structured Products, Alter Domus

Read bio
Lunch
12:50 - 13:50

Networking lunch

Breakout sessions
13:50 - 14:30

Track A: Secondaries: Creating opportunity

Michael Suppappola, John Kyles
  • Understanding the key players and best practices for approaching the market
  • Risk/benefit analysis of investing in this asset class
  • Key concerns from LP’s surrounding allocation and whether they play in the secondaries market

Moderator:
Michael Suppappola, Partner, Proskauer

Panelists:
John Kyles, Managing Director, Head of the Credit Strategies, Portfolio Advisors

A speaker photo for Michael Suppappola

Michael Suppappola

Partner, Proskauer

Read bio
A speaker photo for John Kyles

John Kyles

Managing Director, Head of the Credit Strategies, Portfolio Advisors

Read bio
13:50 - 14:30

Track B: What’s next for real estate debt?

Christian Fuqua
  • Overview of delinquency rates and the outlook for CRE property values with the continued work-from-home trend
  • The future of commercial and retail space
  • Current inflation concerns and interest rates in the public housing market

Panelists:
Christian Fuqua, Managing Director, Deputy Portfolio Manager, CBRE Investment Management

A speaker photo for Christian Fuqua

Christian Fuqua

Managing Director, Deputy Portfolio Manager, CBRE Investment Management

Read bio
13:50 - 14:30

Track C: Direct lending in lower-middle & middle market landscapes

Laurent Bouvier, Jennifer Daly, James Kirby
  • How direct lending transactions are beginning to build out the definition of the middle market outside of the deal size
  • What this means for performance, risk-adjusted returns, and value creation

Panelists:
Laurent Bouvier, Managing Partner, Kartesia
Jennifer Daly, Partner, King & Spalding
James Kirby, Founder & President, Deerpath Capital Management

A speaker photo for Laurent Bouvier

Laurent Bouvier

Managing Partner, Kartesia

Read bio
A speaker photo for Jennifer Daly

Jennifer Daly

Partner, King & Spalding

Read bio
A speaker photo for James Kirby

James Kirby

Founder & President, Deerpath Capital Management

Read bio
Breakout sessions
14:30 - 15:10

Track A: The evolution of evergreen/open-ended funds

Brent Humphries, Paul Saunders
  • Background/overview on open-ended funds
  • Challenges of closed-ended funds
  • Benefits of staying invested
  • Concerns from LPs that greater alignment and liquidity must be weighed against the risk of a unique fund structure to an investment committee and how to address that

Panelists:
Brent Humphries,
President, AB Private Credit Investors
Paul Saunders, Head of Private Credit Americas Business Development, Partners Group

A speaker photo for Brent Humphries

Brent Humphries

President, AB Private Credit Investors

Read bio
A speaker photo for Paul Saunders

Paul Saunders

Head of Private Credit Americas Business Development, Partners Group

Read bio
14:30 - 15:10

Track B: Infrastructure debt: The key to recovery

Patrick Fear
  • How has the infrastructure bill affected the debt market since it passed almost a year ago?
  • Yield trends across the asset class
  • The importance of digital infrastructure and how it is driving infrastructure debt growth

Panelists:
Patrick Fear, Managing Director, AB Private Credit Investors

A speaker photo for Patrick Fear

Patrick Fear

Managing Director, AB Private Credit Investors

Read bio
14:30 - 15:10

Track C: The big questions for LPs (LP-only think tank)

Leslie Vargas
  • Exchange ideas with other LPs about the most pressing questions for the year
  • Conversations around benchmarking performance and future opportunities in the private credit space

Panelists:
Leslie Vargas, Portfolio Manager, Resolution Life

A speaker photo for Leslie Vargas

Leslie Vargas

Portfolio Manager, Resolution Life

Read bio
Networking
15:10 - 15:50

Networking break

Plenary sessions
15:50 - 16:30

Special situations & distressed investing in today’s environment

Ari Blaut, Alex Popov
  • Strategies to take advantage of unique opportunities for overleveraged companies
  • LPs’ willingness to commit capital for future opportunistic investments
  • Case studies on managing defaults and resolving issues
  • Identifying which sectors and strategies are providing the most opportunities while avoiding more vulnerable opportunities

Moderator:
Ari Blaut, Partner and Co-Head of U.S. Credit and Leveraged Finance, Sullivan and Cromwell

Panelists:
Alex Popov, Head of Illiquid Credit Strategies, Carlyle

A speaker photo for Ari Blaut

Ari Blaut

Partner and Co-Head of U.S. Credit and Leveraged Finance, Sullivan and Cromwell

Read bio
A speaker photo for Alex Popov

Alex Popov

Head of Illiquid Credit Strategies, Carlyle

Read bio
16:30 - 17:10

Closing keynote: LP fireside chat

End of day 1
17:10 - 19:00

Reception

Agenda

Day 2 - Thursday 22nd

Breakfast
08:00 - 09:00

LP think tank breakfast (Invitation only)

08:00 - 09:00

GP think tank breakfast (Invitation only)

Welcome
09:00 - 09:05

Chairperson’s remarks

Plenary sessions
09:05 - 09:35

Opening keynote

09:35 - 10:15

PDI investment committee: USA

Our PDI Investment Committee looks at three investment case studies from leading GPs across different regions in this unique interactive format.

Networking
10:15 - 10:45

Networking break

Plenary sessions
10:45 - 11:25

Diversity in private credit

Carolyn Hastings, Rakesh (Rick) Jain
  • Addressing diversity during the hiring process and structuring a pipeline to attract diversified candidates
  • Initiatives, programming, and standardization of policies to retain talent
  • Diversity and inclusion oversight and reporting

Panelists:
Carolyn Hastings, Managing Director, Private Credit Group, Bain Capital Credit
Rakesh (Rick) Jain, Global Head of Private Credit, Pantheon Ventures

A speaker photo for Carolyn Hastings

Carolyn Hastings

Managing Director, Private Credit Group, Bain Capital Credit

Read bio
A speaker photo for Rakesh (Rick) Jain

Rakesh (Rick) Jain

Global Head of Private Credit, Pantheon Ventures

Read bio
11:25 - 12:05

Relative value opportunities across syndicated and private credit

Caroline Sandberg, Kevin Lawi
  • Convergence of the two markets
  • Yield and liquidity comparison across the two markets and in the context of broader market conditions

Moderator:
Caroline Sandberg, Partner, Fried Frank

Panelists:
Kevin Lawi, Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investment Group, Credit Suisse Asset Management

A speaker photo for Caroline Sandberg

Caroline Sandberg

Partner, Fried Frank

Read bio
A speaker photo for Kevin Lawi

Kevin Lawi

Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investment Group, Credit Suisse Asset Management

Read bio
12:05 - 12:45

The case for specialty finance: Navigating exposure

Ed Cong, Darius J. Mozaffarian
  • Alternative credit strategies for strong capital protections
  • The ability for compelling risk-adjusted returns
  • Role of solutions-based financing, generally in support of economic development at state and local levels to help accelerate recovery

Panelists:
Ed Cong, Principal and Managing Director, Marathon Structured Credit
Darius J. Mozaffarian, Partner & Co-President, White Oak Global Advisors

A speaker photo for Ed Cong

Ed Cong

Principal and Managing Director, Marathon Structured Credit

Read bio
A speaker photo for Darius J. Mozaffarian

Darius J. Mozaffarian

Partner & Co-President, White Oak Global Advisors

Read bio
End of day 2
12:45 - 13:30

End of conference & lunch

Hotel & venue

All conference sessions will take place at Convene.

We have also reserved a room block at the Kimpton Muse Hotel for attendees at a discounted rate.* To reserve your room at the hotel, please use the link below (room block code is M77) or call reservations at 1-800-KIMPTON and mention the Private Debt Investor New York Forum.

* The group rate is only available until August 30, 2022

 

Book a room

Conference venue

Convene

117 W 46th St, New York, NY 10036

Join the forum

Hotel room block

Kimpton Muse Hotel

130 W 46th St, New York, NY 10036

Book a room

Covid-19 precautions

At the Private Debt Investor New York Forum 2022, we want to ensure you can safely network with industry peers and participate in the in-person learning experience. As part of our commitment to safety and per Convene’s policies and New York’s safety guidelines, we are requiring all attendees to be fully vaccinated against Covid-19.
To enter the Forum, guests must provide a photo ID and at least one of the following forms of proof of full vaccination against Covid-19:

  • State/city digital vaccine pass (g., New York Excelsior pass)
  • Digital copy of your Center for Disease Control vaccine card
  • Hard copy of your Center for Disease Control vaccine card
  • International attendees can bring either a digital or hard copy of their official vaccination record for a Covid-19 vaccine administered outside the United States, including AstraZeneca/SK Bioscience, Serum Institute of India, COVISHIELD, Vaxzevria, Sinopharm, or Sinovac

We will NOT be accepting PCR tests, rapid tests, or one dose of Pfizer or Moderna. Masks are optional but recommended. PEI will be providing PPE including disposable masks, Clorox wipes, and hand sanitizer onsite.

Covid-19 policies are subject to change.

Questions

If you have any questions or concerns, please do not hesitate to reach out to our customer service team at +1 212 645 1919 or customerservices@peimedia.com.

Connect with private debt investors and fund managers

You won’t want to miss out on this must-attend event packed with in-person networking opportunities and an expansive community of private debt professionals who will be in attendance. Participate in networking sessions and meaningful discussions about industry trends and emerging opportunities to ensure you are at the forefront of the latest trends affecting your investment strategies. Plus, gain essential insights through conversations with experts about strategies for allocating funds to private debt and generating high returns.

Investors you will hear from and can meet at the forum include IMCO, AIMCo, CPPIB America, CDPQ, MetLife Insurance, Liberty Mutual Insurance, Royal Bank of Canada, Nationwide Insurance, Lombard Odier, and more.

 

Download the attendee list

Benefit from the return to in-person networking

Network in person in New York City

We are excited to welcome attendees back in person to mingle during networking breaks and have insightful discussions and brainstorming sessions.

Create invaluable connections

Form meaningful business relationships at the forum to build your network of knowledgeable and experienced contacts within the private debt sector.

Meet investors and fund managers

Take advantage of the unique opportunity to discuss allocation strategies and industry trends with top investors and asset managers engaged in private debt.

See who you can meet at the forum

Connect with private debt professionals

Alberta Investment Management Corporation
Alcentra
Alliance Bernstein
American Industrial Partners
APG Asset Management
Bain Capital
Blackstone
Brinley Partners
Brooklands Capital Strategies
Canadian Imperial Bank of Commerce
Capital One
Cargill, Trade & Capital Markets
CDPQ
City of Stamford
CPPIB America
Crestline Investors
Denham Capital
Fundamental Advisors
Incus Capital
Investment Management Corporation of Ontario
JPMorgan Alternatives Asset Management
Kartesia
Kiska Developers
Liberty Mutual Insurance
Lombard Odier
Macquarie Group
Massachusetts Mutual Life Insurance
MetLife Investments
Midwest Holding
Nationwide Insurance
NXT Capital
OCP Asia
Oxford Finance
Pantheon Ventures
PGIM
Portfolio Advisors
Realterm
Resolution Life
Royal Bank of Canada
Sen Family Office
Storebrand Asset Management
TCW Group
The Joint Industry Board of the Electrical Industry
Varagon Capital Partners
Wellington Management