The premier private debt event in North America

On September 22-23, the Private Debt Investor Virtual 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 eighth successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.

Attending the Private Debt Investor Virtual Forum will enable you to:

  • Engage with private debt professionals and institutional investors to cultivate new business relationships
  • Hear how firms are differentiating themselves in this highly competitive and dynamic market
  • Debate on 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 session topics

 

Featured speakers include

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Why attend?

Hear from top-performing private debt managers in live interactive discussions

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

2021 LP attendees will include:

View the preliminary attendee list for the 2021 Forum. Book your place today to increase your visibility to LPs allocating to private debt.
AEGIS Insurance Services Inc.
APG Asset Management
AustralianSuper
Canada Pension Plan Investment Board
Church Pension Fund
Citi Group
City of Stamford
Investment Management Corporation of Ontario
Liberty Mutual Investments
MassMutual Financial Group
NAV CANADA
Nippon Life
OMERS
Public School Retirement System of Missouri
Sen Family Office
Sumi Trust
Sumitomo Mitsui Trust Bank
The Jordan Family Office
The Leona M and Harry B Helmsley Charitable Trust

Explore the virtual experience

 

Platform highlights:

  • Profile customization 
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to “My Agenda”
  • Want to meet list
  • 1-on-1 networking meeting tools
  • Interactive panel sessions with Q&A and discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 12 months.

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.

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:

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

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

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?

Two weeks prior to the event, on September 8, 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 select 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 year, 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.

Explore the virtual experience

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.

Watch our video guide for a preview of what to expect.

 

The virtual platform offers:

1-on-1 networking

Utilize PDI’s virtual meeting tools to schedule private face to face video meetings with institutional investors and fund managers

High-quality content

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

A customized experience

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

On-demand access

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

 

 

Network and build key relationships

Network at any time throughout the two-day PDI Virtual Forum. Take advantage of our virtual meeting tools by sending a message or scheduling a face-to-face video meeting with Forum attendees.

  • Early access to the platform: Get a jump start on your PDI virtual experience when the platform opens Tuesday, September 8. Customize your own individual profile and personal agenda and begin browsing through fellow attendee and speaker profiles.
  • “Want to meet” list: Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face-to-face 25-minute video meeting will be scheduled and added to both attendees’ personal agendas.
  • Search, send, and schedule features: Search attendee profiles, send fellow attendees a message, and schedule a private, face-to-face video meeting anytime during the conference. Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc.

Hear directly from the leaders in private debt

Through the integrated Zoom platform, participate in a wide range of impactful discussions in various formats including invitation-only think-tanks, sector-focused breakout sessions and keynote fireside chats with industry leaders.

Platform highlights:

  • Live panel discussions with live audience Q&A
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to your customized agenda “My Agenda”
  • Networking meeting tools
  • Interactive discussion boards
  • Automated reminders
  • 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 our event sponsors and partners in the virtual networking rooms. The virtual networking rooms can be accessed at any time and there you can:

  • Live chat with sponsors
  • Easily request information
  • Access additional resources materials available

 

The virtual PDI New York Forum will connect you with the leaders in the private debt community providing a place to engage, learn, and network.

Network at any time throughout the two day PDI New York virtual Forum. Take advantage of our virtual meeting tools by sending a private message or scheduling a face to face video meeting with Forum attendees.

 

Amplify your networking

 

Early access to the virtual platform

Gain access to the virtual platform two weeks before the event. Customize your own individual profile and personal agenda. Begin browsing through fellow attendee and speaker profiles.

Get a jumpstart on your PDI virtual experience when the platform opens Wednesday, September 8.

“Want to meet” list

These 25-minute video meetings are set-up through an auto scheduler based on mutual selection during the designated meeting times.

Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face to face video meeting will be scheduled and added to both attendees’ personal agendas.

Search, send, and schedule features

Search attendee profiles, send fellow attendees a message, and schedule a private, face to face video meeting anytime during the conference. Meetings will take place as private, face to face video meetings.

Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc. Join your private meetings through your personalized agenda.

2021 Speakers

 

Interested in speaking at the 2021 Forum? Please contact Kellie Green at kellie.g@peimedia.com.

Gretchen Bergstresser

Partner, Global Head of Performing Credit, CVC Credit

Gretchen co-founded the U.S. Credit business of CVC Credit Partners in 2005. Over her 30+ years in the industry, she has also worked at Eaton Vance, Bank of Boston, ING and other financial institutions. She earned an M.B.A. from Boston University, an… Read full bio
Scottie D. Bevill

Scottie D. Bevill

Senior Investment Officer, Global Income Strategies Teachers' Retirement System of the State of Illinois

Mr. Bevill currently serves as Senior Investment Officer – Global Income Strategies for the $60 billion Teachers’ Retirement System of the State of Illinois. Mr. Bevill is responsible for all global debt portfolios, both public and private, and short… Read full bio
Robin Blumenthal Private Debt Investor

Robin Blumenthal

Senior Reporter, Private Debt Investor

Robin Goldwyn Blumenthal is a senior reporter at Private Debt Investor. She spent many years covering the public markets, including 20 years as a senior editor at Barron’s magazine, where she presaged the US housing collapse and the 2008 financial cr… Read full bio
Abbe Borok

Abbe Borok

Managing Director and Head of U.S. Debt, BentallGreenOak

Abbe Franchot Borok is Managing Director and Head of U.S. Debt for BentallGreenOak (BGO). In her role, Abbe has overall responsibility for the BGO U.S. Debt business, including management of core, core plus and high yield debt strategies. Abbe also l… Read full bio

Taylor Boswell

Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group

Taylor Boswell is the Chief Investment Officer of Carlyle Direct Lending. In that role Mr. Boswell manages investment strategy, credit underwriting, and portfolio management for a variety of Carlyle Global Credit’s private lending vehicles. Prior to… 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

Kyle Campbell

Senior Reporter, PERE

Kyle Campbell is a senior reporter for PERE, PEI Media’s global magazine and website for private real estate investment. Based in New York, he leads coverage of the Americas with a focus on investors in the US and Canada. Before joining PERE in fall… Read full bio
Young Choi

Young Choi

Partner, Senior Trader & Portfolio Manager, King Street Capital Management & Rockford Tower Capital Management

Young Choi is a Partner at King Street Capital Management, Senior Trader and the Portfolio Manager of Rockford Tower Capital Management, King Street’s CLO platform. Mr. Choi is a member of the U.S. Investment Committee at King Street and has been a P… Read full bio

Paul Colatrella

Managing Director-Infrastructure Debt, Fiera Private Debt

Paul Colatrella is a Managing Director with Fiera Private (US) and functions as the Head of the US based Infrastructure Debt Team in NY. Before joining Fiera Private Debt US LLC in October 2020, Paul Colatrella was the Head of Clean Energy Infrastruc… 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

Ray Costa

Managing Director – Head of Special Situations, Benefit Street Partners

Ray Costa is a managing director with Benefit Street Partners and is based in our New York office. Prior to joining BSP in 2014, Mr. Costa served as a managing director at Deutsche Bank Securities, where his responsibilities ranged from the global he… Read full bio

Patrick Dalton

Founder and Chief Executive Officer , FrontWell Capital Partners Inc

Patrick Dalton is a founder and the Chief Executive Officer. He is an accomplished investment management executive with over 30 years of investment experience in private credit markets and has held leadership positions at leading financial and asset-… Read full bio

James F. Del Gaudio

Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees' Retirement System (PSERS)

James F. Del Gaudio (Senior Portfolio Manager) joined the Commonwealth of Pennsylvania, Public School Employees’ Retirement System (“PSERS”) Private Markets team in 2015 to manage their Private Credit and PE/Special Situations portfolios. Since joini… Read full bio

Greg Dineen

Partner, Chief Credit Officer, Torchlight Investors

Greg Dineen is the Chief Credit Officer and a member of the Investment Committee. Before joining Torchlight, Mr. Dineen was the Head of Credit and Underwriting at B2R Finance, a Blackstone commercial mortgage origination affiliate focused on portfoli… Read full bio

Jeffrey Dorigan

Senior Vice President of BBH Alternative Fund Services, Brown Brothers Harriman

Jeff Dorigan leads business development and sales in the Americas for BBH’s Alternative Fund Services business, covering real estate, private equity, private credit, and hedge funds. Jeff joined BBH in 2018 with significant experience delivering ente… Read full bio
Synon Drake-Brockman Pemberton

Symon Drake-Brockman

Co-Founder & Managing Partner, Pemberton Asset Management

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

Jens Ernberg

Managing Director and Co-head of Private Credit, Capital Dynamics

Jens is a Managing Director and Co-head of Private Credit. Jens has over 20 years' industry experience and is a member of the Private Credit Investment Committee as well as the Executive Committee. Previously, Jens was the portfolio manager and co-ch… Read full bio

Jon Fox

President and Partner, Värde Partners

Jon Fox is a Partner and President. He is a member of the firm’s Investment Committee. Based in New York, he joined Värde in London in 2013, was named Partner in 2017, and has led the firm’s New York office since 2019. In addition to his role in glob… Read full bio

Shannon Fritz

Senior Managing Director, Antares Capital

Shannon is a senior managing director of Antares Capital. She is responsible for structuring, underwriting, documenting and managing transactions. Shannon is a member of Antares’ Investment Committee. Shannon joined Antares in 2004. Prior to Antares,… Read full bio

Daniel Fuchs

Director - Infrastructure Debt, BlackRock Real Assets

Daniel Fuchs, Director, is a member of the Infrastructure Debt team within BlackRock Alternative Investors (BAI). Daniel is responsible for the origination, structuring and execution of global infrastructure and energy transaction across the capital… Read full bio

Ariel Goldblatt

Partner, Stepstone Group

Ms. Goldblatt is a member of the private debt team. Prior to joining StepStone, Ms. Goldblatt was a director of business development at CNBC, Inc., where she led business development and M&A activity. Prior to that, Ms. Goldblatt was a senior ana… 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 $40 billion of capital under management. Golub Capital partners with institutional investors and family offices, offering tai… Read full bio

Douglas Goodwillie

Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors

Douglas Goodwillie is a managing partner and a co-head for Kayne Anderson Capital Advisors’ middle market direct lending strategies. Goodwillie has over 20 years of experience in middle market lending, underwriting over $4.0 billion in loan volumes d… Read full bio

Alona Gornick

Managing Director, Origination, Churchill Asset Management

Alona serves as a Managing Director, Origination and Head of Chicago Office for Churchill Asset Management, where she focuses on developing relationships with private equity sponsors and middle market lenders. Previously, Alona was a Director on the… 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

Mikhail Gurevich

Managing Partner, Dominion Capital

Mikhail Gurevich serves as Managing Partner of Dominion Capital, an investment firm he founded in June 2011. Prior to launching Dominion Capital, Mr. Gurevich served as President and CTO of ZepInvest, Inc., a company he founded in June 2007. In May 2… Read full bio

Jeff Hammer

Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

Jeff leads the global secondaries business, focused on GP-led and special situation transactions, and partners with private equity, private credit, and secondary fund sponsors. Prior to joining the firm, he was co-head of Houlihan Lokey’s illiquid fi… Read full bio

Tim Henn

Senior Vice President, Portfolio Advisors

Tim joined Portfolio Advisors in 2014 and is a member of the Private Equity Secondary Investments team. Previously, he was in investment banking at Raymond James in the Debt Origination & Restructuring Group, where he focused on various restructu… Read full bio

Milwood Hobbs Jr.

Managing Director and Head of North American Sourcing & Origination, 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

Joel Holsinger

Partner, Portfolio Manager, Co-Head of Alternative Credit at Ares Management Corporation

Mr. Holsinger is a Partner, Portfolio Manager and Co-Head of Alternative Credit in the Ares Credit Group. Mr. Holsinger serves as a member of the Ares Credit Group's Alternative Credit Executive Committee and Alternative Credit Investment Committee.… Read full bio
Jun Hong Heng, Crescent Cove Advisors

Jun Hong Heng

Founder and Chief Investment Officer, Crescent Cove Advisors

Jun Hong Heng is the Founder and Chief Investment Officer of Crescent Cove Advisors, LP (“Crescent Cove”), a technology investment firm focused on working with founders and management teams to build the iconic companies of tomorrow. He is also the Ch… 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

Rick Jain

Partner & Global Head of Private Credit, Pantheon Ventures

Rick is a Partner and Global Head of Private Debt. Rick is a member of the International Investment Committee and the Global Credit Committee. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain… Read full bio
Liddy Karter, Mizzen Capital

Liddy Karter

Managing Partner, Mizzen Capital

Liddy Karter is Managing Partner of Mizzen Capital. Mizzen is a private, SBIC, credit fund investing in US based, lower middle market companies across sectors including business services, advanced manufacturing, IT and alternative energy. Previously… Read full bio

Ken Kencel

President and CEO, Churchill Asset Management

Ken serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset management arm of TIAA, a Fortune 100 financial services company. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct L… 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

Hitesh Kumar

Portfolio Manager, Orchard Global Asset Management (OGAM)

Hitesh Kumar joined Orchard Global as a Portfolio Manager from UBS in October 2016. From 2009 to 2016 he was part of the Special Situations Group at UBS where he most recently was head of North America and Latin America. His team was responsible for… Read full bio

Karen Lau

Portfolio Manager, Onex Credit

Karen is a CLO Portfolio Manager and member of the Investment Committee of Onex Credit, with a focus on the firm’s US CLO strategy. Karen oversees 18 US CLO vehicles with a total AUM of $8.8 billion. Karen has 23 years of experience. Prior to joining… Read full bio

Jocelyn Lewis

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

Jocelyn Lewis has responsibility for the go-to-market strategy for our Private Debt Solution Ms. Lewis is responsible for our private debt strategy globally as well as product development and client engagement. Previously, she was the regional head o… Read full bio

Marc Lipschultz

Co-Founder and Co-President, Blue Owl Capital

Marc Lipschultz is a Co-Founder and Co-President of Blue Owl, a member of the firm’s Executive Committee and a member of the firm’s board of directors. Marc is also a Co-Founder and President of Owl Rock Capital Partners, serves as the Co-Chief Inves… Read full bio
Cari Lodge

Cari Lodge

Managing Director and Head of Secondaries, Commonfund

Cari Lodge is Head of Secondaries and a member of the Investment Committee. Her responsibilities include oversight of due diligence, underwriting, manager selection and investment management for the firm's private capital Primary, Secondary, Co-Inves… Read full bio

Kevin Marchetti

Chief Risk Officer, Varagon Capital Partners

Kevin Marchetti is a Partner of Varagon Capital Partners and serves as the firm’s Chief Risk Officer. Kevin has been with the firm since its inception and has driven the successful construction of the portfolio. Kevin is responsible for all underwrit… Read full bio

Brad Marshall

Co-head of Performing Credit, Blackstone Credit

Brad Marshall is Co-head of Blackstone Credit’s Performing Credit Platform, CEO of both the Blackstone Private Credit Fund (BCRED) and the Blackstone Secured Lending Fund (BXSL), and a Senior Managing Director with Blackstone. Mr. Marshall focuses on… Read full bio

Gene Miao

Senior Investment Strategist, Churchill Asset Management

Gene is a senior investment strategist at Churchill Asset Management working closely with Nuveen’s global distribution team to deepen Churchill’s relationships with and develop creative solutions to meet the unique needs of investors around the world… Read full bio

Dagmara Michalczuk

Portfolio Manager, Tetragon Financial Group

Ms. Michalczuk is a Portfolio Manager for CLO products. She joined the group in early 2007 and prior to that was an Associate in Morgan Stanley’s Securitized Products Group working on the structuring desks in New York and London. At Morgan Stanley, s… Read full bio

Michael Morris

Managing Director, Private Credit Northleaf Capital Partners

Michael is a Managing Director at Northleaf Capital Partners based in Chicago. He is responsible for the origination, evaluation and monitoring of Northleaf’s private credit investments in North America. Prior to joining Northleaf in 2017, Michael wa… 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

Tanner Powell

Partner, Apollo Global Management

Mr. Tanner Powell has been with Apollo Global Management, LLC since 2006. He became President of Apollo Investment Corporation in May 2018 and has served as the Chief Investment Officer for the Company’s Investment Adviser since June 2016. From 2004… 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

Faith Rosenfeld

Governing Partner and Chief Administrative Officer, HPS Investment Partners

Ms. Rosenfeld is a Governing Partner and Chief Administrative Officer of HPS Investment Partners. Prior to joining HPS in 2007, Ms. Rosenfeld was a Partner at CCMP Capital, the successor organization to JPMorgan Partners (“JPMP”), the private equity… Read full bio

Samantha Rowan

Editor, PEI Media

Samantha Rowan is the editor of Real Estate Capital USA, a new publication from PEI Media focusing on the U.S. commercial real estate financing markets. She has had a long career as a real estate journalist, sitting at the helm of Real Estate Finance… Read full bio
Katrina Rowe

Katrina Rowe

Partner, Kirkland & Ellis LLP

Katrina S. Rowe is a partner in the Investment Funds Group at Kirkland & Ellis LLP. Her practice focuses on representing domestic and international sponsors on forming, marketing and operating private investment funds covering a wide spectrum of… Read full bio

Benjamin Rubin

Private-Partner Group, Proskauer

Benjamin Rubin is 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, BD… Read full bio

Sengal Selassie

CEO and Founder, Brightwood

Sengal Selassie is the CEO and Founder of Brightwood. Mr. Selassie has been involved in all phases of the firm’s development since its founding in 2010. He is a member of the Executive Committee and serves on the Investment Committee of all Brightwoo… 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
Jacqueline Taiwo, TowerBrook

Jacqueline Taiwo

Principal, TowerBrook & Co-Founder, Black Women in Asset Management

Jacqueline Taiwo is Compliance Director and Principal at TowerBrook Capital Partners. She advises on regulatory and legal matters for the firm and its investment vehicles. Jacqueline is also a member of TowerBrook’s Risk Committee and Diversity &… 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

Chad Valerio

Managing Director and Portfolio Manager, Opportunistic Credit, Onex

Chad is a Managing Director and Portfolio Manager of Onex Credit, focusing on Opportunistic Credit and member of the Opportunistic Credit Investment Committee. Chad has over 18 years of industry experience. Prior to joining Onex Credit, he was a Port… Read full bio

Tingting Zhang

Founder and CEO, TerraCotta Group

Dr. Tingting Zhang is the Founder and CEO of the TerraCotta Group. She oversees the firm’s investment activities and manages portfolio risk. Dr. Zhang heads TerraCotta’s Credit Committee. She also leads the research and methodology agenda at the Terr… Read full bio

John Zito

Senior Partner and Deputy CIO of Credit

John Zito is the Deputy Chief Investment Officer of Credit at Apollo Global Management. Mr. Zito is the Senior Portfolio Manager of multiple products across Apollo’s credit platform, and serves on all of the Firm’s credit investment committees. Mr. Z… Read full bio

Sponsors

The Virtual 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 2021 Forum, please contact Tyler Mitchell at +1 646 795 3279 or tyler.m@peimedia.com.

2021 Agenda

View each tab below to explore the preliminary 2021 two-day virtual agenda, packed with insightful panel discussions and keynote presentations. Interested in participating in the 2021 Forum? Contact Kellie Green at kellie.g@peimedia.com.

*Please Note: All session times listed are in the Eastern Time Zone*

Day 1 Day 2
View agenda page

Agenda

Day 1 - Wednesday 22nd

Think Tank
09:00 - 09:50

GP Think Tank | Closed Door, Invitation-only

Gene Miao

Facilitator:
Gene Miao,
Senior Investment Strategist, Churchill Asset Management

A speaker photo for Gene Miao

Gene Miao

Senior Investment Strategist, Churchill Asset Management

Read bio
Welcome remarks
10:00 - 10:10

PDI Welcome & Chairwoman's Opening Remarks

Michelle Noyes

PDI Welcome:
Seth Kerker, Director of Events, Americas, PEI

Chairwoman’s Opening Remarks:
Michelle Noyes, Managing Director, Head of Americas, AIMA

 

A speaker photo for Michelle Noyes

Michelle Noyes

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

Read bio
Plenary sessions
10:15 - 10:45

Keynote Leadership Discussion

Jordan Stutts, David M. Brackett, David Golub

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


Keynote Speakers:
David M. Brackett,
Chief Executive Officer, Antares Capital
David 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
10:50 - 11:20

Keynote Fireside Chat

Andy Thomson, Ken Kencel

Moderator:

Andy Thompson, Senior Editor, PEI


Keynote Speaker:

Ken Kencel, President & CEO, Churchill Asset Management

Andy Thomson, Private Debt Investor

Andy Thomson

Senior Editor, Private Debt Investor, PEI Media

Read bio
A speaker photo for Ken Kencel

Ken Kencel

President and CEO, Churchill Asset Management

Read bio
11:25 - 12:15

LP Roundtable Discussion

Chad Valerio, Scottie D. Bevill, James F. Del Gaudio

Discussion Topics:

  • Are LPs still growing allocations? To which strategies
  • What strategies are most attractive (distressed/special situations, mezzanine, others)?
  • Overview on past, current and future allocations to PD
  • Appetite for emerging managers & emerging markets?
  • What permanent changes do LPs foresee moving forward?
  • Benchmarking returns – what are current expectations?

Moderator:

Chad Valerio, Managing Director and Portfolio Manager, Opportunistic Credit, Onex


Panelists
:
Scottie D. Bevill, Senior Investment Officer – Global Income Strategies, Teachers’ Retirement System of the State of Illinois

James F. Del Gaudio, Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees’ Retirement System (PSERS)
Ryan Morse, Director, Alternative Investments, Pennsylvania State Employees’ Retirement System (SERS)

A speaker photo for Chad Valerio

Chad Valerio

Managing Director and Portfolio Manager, Opportunistic Credit, Onex

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Scottie D. Bevill

Scottie D. Bevill

Senior Investment Officer, Global Income Strategies Teachers' Retirement System of the State of Illinois

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A speaker photo for James F. Del Gaudio

James F. Del Gaudio

Senior Portfolio Manager, Private Credit, Commonwealth of Pennsylvania Public School Employees' Retirement System (PSERS)

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Networking break
12:15 - 12:30

Networking break

Plenary sessions
12:30 - 13:20

The Strength of Private Credit

Katrina Rowe, Symon Drake-Brockman, Shannon Fritz, Kevin Marchetti, Jay Ramakrishnan

Discussion Topics:
2020 was an interesting case study on the strengths of the private credit market compared to other debt and credit investments

  • How has private credit stacked up against the public fixed income market?
  • what makes private credit so uniquely suited to withstand turmoil and volatility?
  • What happens with default rates when liquidity stops getting pumped into the markets?
  • What sectors in private credit have the best returns/future outlook (direct lending, distressed debt, mezzanine, real estate, infrastructure and special situations funds)

Moderator:
Katrina S. Rowe,
P.C.Partner, Kirkland & Ellis LLP
 

Panelists:

Symon Drake-Brockman, Co-Founder and Managing Partner, Pemberton Asset Management

Shannon Fritz, Senior Managing Director, Antares Capital
Kevin Marchetti,
Chief Risk Officer, Varagon Capital Partners
Jay Ramakrishnan,
Managing Director, Head of Originations, AB Private Credit Investors

 

 

 

 

Katrina Rowe

Katrina Rowe

Partner, Kirkland & Ellis LLP

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Synon Drake-Brockman Pemberton

Symon Drake-Brockman

Co-Founder & Managing Partner, Pemberton Asset Management

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A speaker photo for Shannon  Fritz

Shannon Fritz

Senior Managing Director, Antares Capital

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A speaker photo for Kevin  Marchetti

Kevin Marchetti

Chief Risk Officer, Varagon Capital Partners

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A speaker photo for Jay Ramakrishnan

Jay Ramakrishnan

Managing Director, Head of Originations, AB Private Credit Investors

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13:25 - 14:10

Spotlight Discussion featuring Brightwood Capital Advisors

Jordan Stutts, Sengal Selassie

CEO & Founder of Brightwood Capital Advisors, Sengal Selassie will sit with PEI’s Jordan Stutts to discuss the firm’s strategic approach to seeking alpha in mid-market direct lending, while supporting US based companies.

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

Featured Speaker:
Sengal Selassie,
CEO & Founder, Brightwood Capital Advisors

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Reporter, Private Markets

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A speaker photo for Sengal  Selassie

Sengal Selassie

CEO and Founder, Brightwood

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Breakout series
14:15 - 14:55

Track A | Real Estate Debt

Kyle Campbell, Abbe Borok, Greg Dineen , Mikhail Gurevich, Tingting Zhang

Discussion Topics:

  • The economic fallout from the pandemic and related disruptions
  • Overview on delinquency rates and the outlook for CRE property values
  • Overview on sectors:
    • The future of office
    • Residential
    • Retail
  • How does geography play into RE Debt (i.e., Miami becoming a new financial capital)?

Moderator:
Kyle Campbell,
Senior Reporter, PEI

Panelists:
Abbe Borok,
Managing Director and Head of U.S. Debt, BentallGreenOak
Greg Dineen, Partner/Chief Credit Officer, Torchlight Investors
Mikhail Gurevich, Managing Partner, Dominion Capital (LP) (family office)
Tinting Zhang, Founder and CEO, TerraCotta Group

A speaker photo for Kyle Campbell

Kyle Campbell

Senior Reporter, PERE

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Abbe Borok

Abbe Borok

Managing Director and Head of U.S. Debt, BentallGreenOak

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A speaker photo for Greg Dineen

Greg Dineen

Partner, Chief Credit Officer, Torchlight Investors

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A speaker photo for Mikhail Gurevich

Mikhail Gurevich

Managing Partner, Dominion Capital

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A speaker photo for Tingting  Zhang

Tingting Zhang

Founder and CEO, TerraCotta Group

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14:15 - 14:55

Track B | Infrastructure Debt Investment Highlights

Samantha Rowan, Paul Colatrella, Daniel Fuchs, Hitesh Kumar

Discussion Topics:

  • How will the initiatives of the Biden administration impact the sector?
  • For the most part infrastructure debt is seen as a safe and secure space but some area may be more risky than you think. What areas are riskier than others?
  • The importance of digital infrastructure and how its driving infrastructure debt growth

Moderator:
Samantha Rowan, Editor, PEI Media

Panelists:
Paul Colatrella, Managing Director-Infrastructure Debt, Fiera Private Debt
Daniel Fuchs, Director – Infrastructure Debt, BlackRock Real Assets
Hitesth Kumar, Portfolio Manager, Orchard Global Asset Management

A speaker photo for Samantha Rowan

Samantha Rowan

Editor, PEI Media

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A speaker photo for Paul Colatrella

Paul Colatrella

Managing Director-Infrastructure Debt, Fiera Private Debt

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A speaker photo for Daniel Fuchs

Daniel Fuchs

Director - Infrastructure Debt, BlackRock Real Assets

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A speaker photo for Hitesh Kumar

Hitesh Kumar

Portfolio Manager, Orchard Global Asset Management (OGAM)

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Networking break
14:55 - 15:05

Networking Break

Breakout series
15:05 - 15:45

Track A | Private Debt Secondaries

Jeff Hammer, Tim Henn, Rick Jain, Cari Lodge

Discussion Topics

  • Impact the last year has had on the private debt secondaries market
  • Expansion of the private debt secondaries market
  • The key drivers like:
    • Rebalancing of portfolios and the likely rise in GP-led restructurings following COVID-19 related market dislocation
  • What do LPs think about the private debt secondaries market and if they are not prepared to allocate, why?

Moderator:

Jeff Hammer, Global Co-Head of Secondaries-Private Markets, Manulife Investment Management

Panelists:
Tim Henn, Senior Vice President, Portfolio Advisors
Rick Jain, Partner & Global Head of Private Credit, Pantheon Ventures
Cari Lodge, Managing Director and Head of Secondaries, Commonfund Capital

A speaker photo for Jeff Hammer

Jeff Hammer

Global Co-Head of Secondaries, Private Markets, Manulife Investment Management

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A speaker photo for Tim Henn

Tim Henn

Senior Vice President, Portfolio Advisors

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A speaker photo for Rick Jain

Rick Jain

Partner & Global Head of Private Credit, Pantheon Ventures

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Cari Lodge

Cari Lodge

Managing Director and Head of Secondaries, Commonfund

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15:05 - 15:45

Track B | Diversity in the Private Credit Industry

Alona Gornick, Milwood Hobbs Jr., Liddy Karter, Jacqueline Taiwo

Discussion Topics

  • What work being done towards positive change?
  • What is being done to address diversity during the hiring processes? How do you increase and broaden the talent pipeline?
  • What efforts have you implementing to retaining a diverse workforce?
  • What are you doing to boost overall culture at your firms?
  • Diversity and inclusion oversight

Moderator:
Alona Gornick, Principal, Private Credit Origination, Churchhill Asset  Management

Panelists:
Milwood Hobbs, Jr., Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management
Liddy Karter, Managing Partner, Mizzen Capital
Jacqueline Taiwo,
Principal, TowerBrook & Co-Founder, Black Women in Asset Management

A speaker photo for Alona Gornick

Alona Gornick

Managing Director, Origination, Churchill Asset Management

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A speaker photo for Milwood  Hobbs Jr.

Milwood Hobbs Jr.

Managing Director and Head of North American Sourcing & Origination, Oaktree Capital Management

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Liddy Karter, Mizzen Capital

Liddy Karter

Managing Partner, Mizzen Capital

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Jacqueline Taiwo, TowerBrook

Jacqueline Taiwo

Principal, TowerBrook & Co-Founder, Black Women in Asset Management

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Closing plenary session
15:50 - 16:40

Direct Lending

Patrick Dalton, Taylor Boswell, Brent Humphries, Marc Lipschultz, Brad Marshall

Discussion Topics:

  • Appeal of Direct Lending as an asset class
  • Supply and demand dynamics in the direct lending space
  • Competition in the space
  • Offering flexible service offering

Moderator:
Patrick Dalton,
Chief Executive Officer, FrontWell Capital Partners Inc.

Panelists:
Taylor Boswell,
Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group
Brent Humphries, President, AB Private Credit Investors
Marc Lipschultz, Co-Founder and Co-President, Blue Owl Capital
Brad Marshall, Senior Managing Director, Blackstone Credit

A speaker photo for Patrick Dalton

Patrick Dalton

Founder and Chief Executive Officer , FrontWell Capital Partners Inc

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A speaker photo for Taylor Boswell

Taylor Boswell

Chief Investment Officer of Carlyle Direct Lending, The Carlyle Group

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A speaker photo for Brent Humphries

Brent Humphries

President and Founding Member, AB Private Credit Investors

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A speaker photo for Marc Lipschultz

Marc Lipschultz

Co-Founder and Co-President, Blue Owl Capital

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A speaker photo for Brad Marshall

Brad Marshall

Co-head of Performing Credit, Blackstone Credit

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Agenda

Day 2 - Thursday 23rd

Off the record
09:00 - 10:00

Women's Roundtable | Closed Door | Invitation-only

Michelle Noyes

Michelle Noyes, Managing Director, Head of Americas, AIMA

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Michelle Noyes

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

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Plenary sessions
10:05 - 10:40

Keynote Discussion

James H. Kirby

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

A speaker photo for James H. Kirby

James H. Kirby

President & Co-Founder, Deerpath Capital Management

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10:45 - 11:35

The Expansion of Private Credit as an Asset Class

Benjamin Rubin, Douglas Goodwillie, Kevin Griffin, Joel Holsinger, Jocelyn Lewis

Discussion Topics

  • The continued increase in loan sizes and competition with syndicated markets
  • The big tent of private credit (non-sponsored, credit opportunities, special situations, sector lending, etc.)
  • Customized solutions (unique and traditional structures)

Moderator:
Benjamin E. Rubin,
Partner-Private Credit Group, Proskauer

Panelists:
Douglas Goodwillie, Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors
Kevin Griffin, CEO & CIO, MGG Investment Group
Joel Holsinger, Partner, Portfolio Manager, Co-Head of Alternative Credit, Ares Management Corporation
Jocelyn Lewis, Executive Director, IHS Markit

 

A speaker photo for Benjamin Rubin

Benjamin Rubin

Private-Partner Group, Proskauer

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A speaker photo for Douglas Goodwillie

Douglas Goodwillie

Managing Partner & Co-Head, Middle Market Direct Lending, Kayne Anderson Capital Advisors

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A speaker photo for Kevin Griffin

Kevin Griffin

Chief Executive Officer and Chief Investment Officer, MGG Investment Group

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A speaker photo for Joel Holsinger

Joel Holsinger

Partner, Portfolio Manager, Co-Head of Alternative Credit at Ares Management Corporation

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A speaker photo for Jocelyn Lewis

Jocelyn Lewis

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

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Networking break
11:35 - 11:45

Networking break

Plenary session
11:45 - 12:35

Stressed, Distressed, and Special Situations

Jeffrey Dorigan, Ray Costa, Jon Fox, Jun Hong Heng, Michael Morris

Discussion Topics

  • In 2020, nimble private credit managers took advantage of distressed investment opportunities. How has that strategy played out?
  • Are LPs willing to commit capital for future opportunistic investments?
  • Case studies on managing defaults and resolving issues

Moderator:
Jeffrey Dorigan,
Senior Vice President, BBH Alternative Fund Services

Panelists:
Ray Costa,
Managing Director-Corporate Credit, Benefit Street Partners
Jon Fox,
President and Partner, Värde Partners
Jun Hong Heng, Founder and Chief Investment Officer, Crescent Cove Advisors
Michael Morris, Managing Director, Northleaf Capital

 

 

A speaker photo for Jeffrey Dorigan

Jeffrey Dorigan

Senior Vice President of BBH Alternative Fund Services, Brown Brothers Harriman

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A speaker photo for Ray Costa

Ray Costa

Managing Director – Head of Special Situations, Benefit Street Partners

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A speaker photo for Jon Fox

Jon Fox

President and Partner, Värde Partners

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Jun Hong Heng, Crescent Cove Advisors

Jun Hong Heng

Founder and Chief Investment Officer, Crescent Cove Advisors

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A speaker photo for Michael Morris

Michael Morris

Managing Director, Private Credit Northleaf Capital Partners

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Plenary session
12:40 - 13:20

CLO Focus

Gretchen Bergstresser, Young Choi , Wynne Comer, Karen Lau, Dagmara Michalczuk

Discussion Topics

  • 2021 Outlook on the CLO market
  • What advantages do CLOs offer over other structured products and credit assets?
  • Collateralized loan obligations in US vs Europe
  • Managing the complexity of CLOs and leveraging technology
  • Role of the ratings agencies

Moderator:
Gretchen Bergstresser, Partner and Global Head of Performing Credit, CVC Credit Partners

Panelists:
Young Choi,
Partner, Senior Trader & Portfolio Manager, Rockford Tower Capital Management
Wynne Comer, Chief Operating Officer, AGL Credit Management CLO
Karen Lau, Portfolio Manager, Onex
Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners

A speaker photo for Gretchen  Bergstresser

Gretchen Bergstresser

Partner, Global Head of Performing Credit, CVC Credit

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Young Choi

Young Choi

Partner, Senior Trader & Portfolio Manager, King Street Capital Management & Rockford Tower Capital Management

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Wynne Comer AGL Credit Management

Wynne Comer

Chief Operating Officer, AGL Credit Management

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A speaker photo for Karen Lau

Karen Lau

Portfolio Manager, Onex Credit

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A speaker photo for Dagmara Michalczuk

Dagmara Michalczuk

Portfolio Manager, Tetragon Financial Group

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Plenary sessions
13:25 - 14:15

ESG Focus

Faith Rosenfeld, Jens Ernberg, Ariel Goldblatt, Tanner Powell

Discussion Topics

  • 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, energy transition, resource availability, workforce practices and inclusive growth
  • Using data & ESG analytics
  • Acquiring data and meeting LP expectations for reporting
  • Impact of EU regulation

Moderator:
Faith Rosenfeld,
Governing Partner and Chief Administrative Officer, HPS Investment
Partners

Panelists:
Jens Ernberg,
Managing Director and Co-head of Private Credit, Capital Dynamics
Ariel Goldblatt, Partner, Stepstone Group (LP)
Tanner Powell,
Partner, Apollo Global Management

 

A speaker photo for Faith Rosenfeld

Faith Rosenfeld

Governing Partner and Chief Administrative Officer, HPS Investment Partners

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A speaker photo for Jens Ernberg

Jens Ernberg

Managing Director and Co-head of Private Credit, Capital Dynamics

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A speaker photo for Ariel  Goldblatt

Ariel Goldblatt

Partner, Stepstone Group

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A speaker photo for Tanner Powell

Tanner Powell

Partner, Apollo Global Management

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Plenary sessions
14:15 - 14:45

Closing Keynote

Robin Blumenthal, John Zito

Moderator:
Robin Blumenthal,
Senior Reporter, PEI

Keynote Speaker:
John Zito,
Senior Partner and Deputy CIO of Credit, Apollo

 

 

Robin Blumenthal Private Debt Investor

Robin Blumenthal

Senior Reporter, Private Debt Investor

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A speaker photo for John Zito

John Zito

Senior Partner and Deputy CIO of Credit

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14:45 - 14:45

Adjournment – End of Day 2