Jennifer Hartviksen
Managing Director - Global Credit, Investment Management Corporation of Ontario (IMCO)
The premier private debt event in North America
Form lasting relationships with private credit-focused investors at the 10th annual Private Debt Investor New York Forum.
Discover innovative and actionable methods for differentiating your firm in this highly competitive and dynamic market.
Connect with North America’s leading investors to:
- Hear where they are looking to allocate funds
- Expand your network and discover solutions to pressing challenges within the changing economic environment
- Gain actionable insight into current best practices and strategies for generating the highest returns
Explore the benefits of attending
What can you expect at the forum?
Explore new trends in private debt
Learn about private debt-related topics, including direct lending, secondaries, specialty finance, and more.
Exchange insight with your peers
Have meaningful conversations with private debt experts about top return strategies and best practices for securing capital.
Expand your investor network
Make valuable connections with investors and discuss their top considerations when allocating to private debt.
Key agenda themes from 2022
- 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
- Pricing and valuations in private credit
- Opportunities in the secondaries market
- The case for real assets for institutional investors
- Infrastructure valuations
- And more!
2023 speaker lineup coming soon...
2022 speakers
Apply for a complimentary institutional investor pass
Complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office, or corporate investment division.
Apply for a pass, and a member of our team will follow up with you.
Browse the past investor attendee list
Connect with private debt investors
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…
Jim McMullan
Head of Corporate Credit, CDPQ
Overall great retreat; an opportunity to step back and think about private debt opportunities and trends.
Brett Hickey
Chief Executive Officer, Star Mountain Capital
Well-organized conference with high-quality LPs and GPs along with high-quality content and technology for participants to engage.
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 year.
Raise your profile among private debt decision makers
Build and develop your company’s brand image, strengthen your market credibility, and meet your investment and business goals. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information on available sponsorship opportunities, contact Beth Piercy by emailing beth.p@pei.group or calling +44 20 7566 5464.
2023 sponsors
2023 speakers coming soon...
Have a topic you would like to discuss at the Private Debt Investor New York Forum 2023? Contact Erin Wolfe at erin.wolfe@pei.group to discuss available speaking opportunities.
2022 speakers
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
Mark Basile
Partner, Senior Portfolio Manager, Credit & Capital Markets, Veritas Capital
Prior to joining Veritas in 2017, Mr. Basile was a Director at KKR, where he focused on capital markets transactions and private credit investments across a range of industries. Prior to KKR, Mr. Basile worked at Barclays Capital in both the Leverage… Read full bio
Zak Bentley
Americas Editor, Infrastructure Investor
Zak Bentley is Americas editor at Infrastructure Investor, based in New York. Zak joined Infrastructure Investor in London in 2016 from Centaur where he was a reporter at their Clean Energy Pipeline title. He now leads Infrastructure Investor’s cover… Read full bio
Zoe Bernstein
Consultant, Egon Zehnder
Zoe Bernstein, based in New York is active in Egon Zehnder's Financial Services and Private Equity practices, where she draws on her passion for people and problem solving for all of her client work. Before joining Egon Zehnder, Zoe was the Director… Read full bio
Fran Blair
Managing Director, Credit Investments, PSP Investments
Fran Blair is Managing Director, Credit Investments at the Public Sector Pension Investment Board (PSP Investments). He heads PSP Investments’ Distressed Credit and Rescue Finance direct investing business and is responsible for debt financing in com… 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
Robin Blumenthal
Americas Editor, Private Debt Investor
Robin Goldwyn Blumenthal is the Americas Editor 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… Read full bio
Paul Bonewitz
Partner, Latham & Watkins LLP
Paul Bonewitz serves as Global Vice Chair of the firm’s Finance Department. He is a member of the Banking, Capital Markets, and Private Equity Finance Practices. He represents investment banks, direct lenders, and other financial institutions in a wi… 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
William Brady
Partner, Head of Alternative Lender Practice, Paul Hastings LLP
William Brady is Head of the firm’s Alternative Lender and Private Credit Group, focused on the global private credit market. He is also a member of the Special Situations Group at Paul Hastings. Mr. Brady is based in the firm’s New York office. Mr.… 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
Jorge Camina
Partner, Head of Sustainable Infrastructure Credit, Denham Capital
Mr. Jorge Camiña, New Jersey. Mr. Camiña is a Partner and Head of Sustainable Infrastructure Credit. Jorge brings over 20 years experience in project finance and investment management, having held senior positions at both Allianz Global Investors and… 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
Matt Chuchla
Partner, Quantum Energy Partners
Matt is a Partner at Quantum and co-founded Quantum’s credit & structured capital complex, Quantum Capital Solutions. Prior to joining Quantum, Matt spent 12 years with the energy investment banking group of Jefferies, most recently as a Senior V… Read full bio
Ed Cong
Principal and Managing Director, Marathon Asset Management
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
Blake Counard
Managing Director, U.S. Direct Lending Portfolio Management, LBC Credit Partners
Blake Counard is a Managing Director within the Portfolio Management Group at LBC Credit Partners, the U.S. direct lending strategy of CIFC Asset Management. At LBC, Blake oversees the firm’s restructuring activities, structures and negotiates comple… 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
T.J. Durkin
Head of Structured Credit, Angelo Gordon
T.J. Durkin joined Angelo Gordon in 2008 and is a Managing Director, a member of the firm’s Advisory Board, Executive Committee and Head of the firm’s Structured Credit Platform. Mr. Durkin serves as co-Portfolio Manager of Angelo Gordon’s structured… Read full bio
Cesar Estrada
Private Markets Segment Head, Arcesium
Cesar Estrada is the Private Markets Segment Head at Arcesium, a financial technology providing data-centric cloud-based solutions to alternative investment managers. Previously Mr. Estrada was Senior Managing Director and Alternatives Segment Head f… Read full bio
Marianna Fassinotti
Managing Director, The D.E. Shaw Group
Marianna Fassinotti is a managing director based in the D. E. Shaw group's New York office and head of the Private Credit investment unit. Prior to joining the firm in 2015, Ms. Fassinotti was a managing director at Siguler Guff & Company, LP, co… 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
Christopher Flynn
President, First Eagle Alternative Credit
Christopher Flynn is president of First Eagle Alternative Credit, overseeing all aspects of the business. Chris became part of First Eagle in 2020 upon the firm’s acquisition of THL Credit, where he had been chief executive officer. Chris joined THL… 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
Michelle Handy
Managing Director, Head of Portfolio and Underwriting, First Eagle Alternative Credit
Michelle Handy is a managing director and the head of portfolio and underwriting on First Eagle Alternative Credit’s Direct Lending platform. She also serves as a member of the direct lending investment committee and FEAC’s operating committee. Miche… 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
Tas Hasan
Partner, Deerpath Capital Management
Mr. Hasan is a Partner and Chief Operating Officer at Deerpath Capital. He joined the Investment Manager in 2007 and has 21 years of industry experience. He previously was on the credit investment team at Dune Capital and, prior to that GSC Group, wh… 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
Shamafa Khan
Managing Director, Head of Marketing & Investor Relations, Crayhill Capital Management
Ms. Khan is a Managing Director and Head of Marketing & Investor Relations at Crayhill Capital Management, a specialized private credit manager focused on asset-based investments. Ms. Khan joined Crayhill in 2017. Prior to joining Crayhill, Ms. K… 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
Jess Larsen
Founder & CEO, Briarcliffe
As private markets have grown beyond $10 trillion and become more competitive than ever with more than 1,700 placement agents, Jess saw the need for a specialized approach to placement services. Within a year of launching Briarcliffe, he has built a… 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
Jonathan Leu
Principal, Coller Capital
Jonathan is a Principal based in the firm’s New York office. Prior to joining Coller Capital in 2018, Jonathan was a Vice President in the Principal Finance team at Macquarie Group. Previously, he worked as an Associate in Credit at KKR. Jonathan has… Read full bio
Jeff Levin
Managing Director & Co-Head of Private Credit, North America, Morgan Stanley
Jeff Levin is a Managing Director of Morgan Stanley and is the Co-Head of Morgan Stanley’s North America Private Credit team, where he serves on the Investment Committee and is the Portfolio Manager and the Head of Direct Lending. Mr. Levin rejoined… Read full bio
Jeremiah J. Loeffler
COO, Credit, Crestline Investors
Mr. Loeffler joined Crestline in 2010. He heads operations for the Credit & Opportunistic Strategies platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on s… 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
Treabhor Mac Eochaidh
Executive Director, Head of Debt Services, MUFG Investor Services
Treabhor brings unique insight into how to service direct lending funds and manage loan services. Treabhor is responsible for Direct Lending, Syndicated and Distressed Loan Administration. He joined MUFG Investor Services from Citco where most recent… Read full bio
Kevin Magid
President, Audax Private Debt
Kevin Magid is President of Audax Private Debt, a leading debt capital partner with over $31 billion invested across more than 1,060 companies and over $25 billion in capital raised. Mr. Magid joined Audax Group in 2000 and has led Audax Private Debt… Read full bio
Jason Melser
Director, Head of North American Private Credit Marketing, Origination & Capital Solutions, First Avenue
Jason currently leads Private Credit Marketing, Origination and Capital Solutions in North America for First Avenue. Prior to joining First Avenue in 2022, Jason worked at Bridgepoint Credit, where he led the Business Development and Capital Formatio… Read full bio
Rich Melville
Editorial Director, US, PEI Media
Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Media, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Privat… Read full bio
Nick Meserve
Managing Director, Private Credit, Main Street Capital
Nick Meserve is a Managing Director at Main Street Capital and runs their Private Credit investment team. Since joining Main Street in 2012, Mr. Meserve’s responsibilities include managing a portfolio of private credit investments. He is also respons… Read full bio
Christopher Mikosh
Portfolio Manager, Co-Founder, Tor Investment Management
Christopher Mikosh is Portfolio Manager and Co-Founder for Tor Investment Management, a leading alternative credit manager focused on the Asia-Pacific markets with over $2 billion under management. Chris has over 25 years of direct credit investing a… 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
Matthew Murphy
Partner, Paul Hastings LLP
Matthew M. Murphy is a partner in the Corporate department at Paul Hastings and is based in the firm’s Chicago office. He advises a variety of clients in complex business reorganizations, debt restructurings and troubled company M&A. Mr. Murphy assis… Read full bio
Sandro Näf
Co-Founder, Capital Four
Sandro Näf is a Co-Founder of Capital Four. He joined from Nordea Investment Management, where he was responsible for the European High Yield business, which he initiated in 1999. Prior to that, Sandro worked with Credit Suisse in New York (f/k/a BEA… Read full bio
Gopal Narsimhamurthy
Managing Director, Head of North American Funds, KBRA
Gopal Narsimhamurthy is a Managing Director within the Funds Rating Group at KBRA. Gopal has been with KBRA since 2014 and has worked across a number of analytical areas including structured finance, public finance, and project finance. From Septembe… 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
Tim Nest, CFA
Head of Private Credit, Aksia
Tim is Head of Private Credit and has over 22 years of experience in alternative investments with a primary focus in private markets and credit. He oversees the global private credit investment research platform and works with a broad group of global… Read full bio
Michelle Noyes
Managing Director, Head of Americas, 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 December 2017. Prior to AIMA, Michelle was Head of International Sales and Investor Relations for BRZ Investiment… Read full bio
John Pavelski
Managing Director, Co-head of North America for the Carlyle Credit Opportunities Fund, Carlyle
John Pavelski is a Managing Director and Co-head of North America for the Carlyle Credit Opportunities Fund focusing on structured equity and special situations investment opportunities. He is based in New York. Prior to joining Carlyle, Mr. Pavelski… Read full bio
Hallie Ransone
Portfolio Manager, Private Credit, Liberty Mutual Investments
Hallie Ransone joined the Global Fixed Income team at Liberty Mutual Investments in 2020 where she leads the Private Credit business as a Portfolio Manager. Her responsibilities include developing and driving the platform's originations strategy, ove… Read full bio
Prath Reddy
President, Percent
Prath Reddy is the President of Percent. He has over 12 years of experience in financial services, primarily within investment banking. Prior to joining Percent, Prath was a Director at UBS Investment Bank within their Debt Capital Markets group base… Read full bio
Neil Prunier
Senior Director, Industry Affairs, Institutional Limited Partners Association (ILPA)
Neal Prunier, Senior Director, Industry Affairs at the Institutional Limited Partners Association (ILPA) is responsible for the continuing evolution and expansion of ILPA’s advocacy work and standards + best practices to help ILPA provide impactful s… Read full bio
Mary Rooney
Managing Director, J.P. Morgan Private Bank
Mary Rooney is a Managing Director at J.P. Morgan Private Bank. She heads due diligence and manager selection for Alternative Credit, ranging from liquid, absolute return, private credit to distressed/special situations strategies. Prior joining J.P.… Read full bio
Samantha Rowan
Editor, Real Estate Capital USA
Samantha Rowan is the editor of Real Estate Capital USA, a PEI Media publication which sits alongside Real Estate Capital Europe and PERE. Prior to joining PEI, Sam was the editor of publications that included Real Estate Finance & Investment, Se… 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
Orhan Sarayli
Managing Director, Head of North America, Barings
Orhan Sarayli is a member of Barings' Global Infrastructure Group. He is responsible for originating, structuring and underwriting a wide variety of infrastructure debt transactions. Orhan has over 24 years of experience in project finance. Prior to… Read full bio
Paul Saunders
Head of Americas, Private Debt Business Development & Investor Relations, Partners Group
Paul Saunders leads private debt business development and investor relations in the Americas. He has 14 years of industry experience. Prior to Partners Group, he worked as a Product Specialist at BlackRock in their Global Credit Team. In this role he… Read full bio
Karen Simeone
Managing Director, Boston HarbourVest
Karen Simeone joined HarbourVest in 2018 and focuses on investments in senior and junior private credit transactions. Throughout her career, Karen has managed all aspects of the private credit investment process including sourcing, evaluating, struct… Read full bio
Mitch Soiefer
Partner and Head of Lender Finance, SLR Capital
Mitch is a Partner and Head of SLR's Lender Finance vertical. Mitch joined SLR in 2009, and focuses on originating, underwriting and structuring both debt and equity transactions in SLR's specialty finance businesses as well as managing existing inve… 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
Scott A. Yedid
Senior Managing Director, Cerberus Capital Management
Mr. Yedid joined Cerberus in 2008. Mr. Yedid is the head portfolio manager for Cerberus’ global residential investments in mortgage credit, across whole loans and securities. During his 14+ year tenure at Cerberus, Mr. Yedid has invested across a bro… Read full bio
Jennifer St. John Yount
Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP
Jennifer St. John Yount is the chair of the Paul Hastings Finance and Restructuring practice and is based in the firm’s New York office. Her practice primarily consists of representing direct lenders, finance companies, alternative and specialty lend… Read full bio
Pre-Event Resources
View agenda page
Agenda
Day 1 - Wednesday 21st
Breakfast
08:00 - 09:00
Registration & welcome breakfast
08:00 - 09:00
Women’s networking breakfast
Carolyn Hastings,
Hallie Ransone
Facilitators:
Carolyn Hastings, Managing Director, Private Credit Group, Bain Capital Credit
Hallie Ransone, Portfolio Manager, Private Credit, Liberty Mutual Investments
Welcome
09:00 - 09:05
PEI welcome
Erin Wolfe
Erin Wolfe, Senior Conference Producer, PEI Media
09:05 - 09:10
Chair’s remarks
Michelle Noyes
Speaker:
Michelle Noyes, Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)
Michelle Noyes
Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)
Read bio
Plenary sessions
09:10 - 09:40
Opening keynote
Greg Cashman,
Rich Melville
State of the Union for Private Credit 2022
- Current macroeconomic forces at play and their potential impact on investors
- Scenario planning for possible paths forward in an uncertain time
- Challenges and advantages: the go-forward opportunity set for private credit
Interviewee:
Greg Cashman, Head of Direct Lending, Golub Capital
Interviewer:
Richard Melville, Editorial Director, PEI Media
09:40 - 10:20
Macro trends ahead: Weathering changes
Benjamin E. Rubin,
Christopher Flynn,
Jennifer Hartviksen,
Kenneth Kencel,
Jeff Levin
- 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:
Christopher Flynn, President, First Eagle Alternative Credit
Jennifer Hartviksen, Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Kenneth Kencel, President & CEO, Churchill Asset Management
Jeff Levin, Managing Director & Co-Head, North America Private Credit, Morgan Stanley
Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Read bio
10:20 - 11:00
Direct lending: Protection for the future
Paul Bonewitz,
Faraaz Kamran,
Chris Lund,
Kevin Magid,
Karen Simeone
- 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:
Paul Bonewitz, Partner, Latham & Watkins
Panelists:
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
Karen Simeone, Managing Director, Boston, HarbourVest
Chris Lund
Managing Director & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital LLC
Read bio
Networking
11:00 - 11:30
Networking break
Plenary sessions
11:30 - 12:10
Emerging ESG trends in private credit
Paul Barker,
Matt Chuchla,
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:
Matt Chuchla, Partner, Quantum Energy Partners
Kevin Griffin, CEO & CIO, MGG Investment Group
Justin Lawrence, Partner, Private Credit, Adams Street Partners
William Needham, Managing Director, KKR Credit
12:10 - 12:50
CLO discussion
Derek Miller,
Nicole Byrns,
Treabhor Mac Eochaidh,
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
Treabhor Mac Eochaidh, Executive Director, Head of Debt Services, MUFG Investor Services
Tim Ruxton, Managing Director, Credit & Structured Products, Alter Domus
12:50 - 13:20
Navigating the looming storm
William Brady,
Matthew Murphy,
Blake Counard,
Michelle Handy,
Nick Meserve
- Anticipate efforts by borrowers to leverage market-based flexibility in documentation
- Prepare well in advance to exercise select lender remedies to maximize returns
- Stay current with court decisions that may impact strategy
Moderators:
William Brady, Partner, Head of Alternative Lender Practice, Paul Hastings LLP
Matthew Murphy, Partner, Paul Hastings LLP
Panelists:
Blake Counard, Managing Director, LBC Credit Partners
Michelle Handy, Managing Director, Head of Portfolio & Underwriting, First Eagle Investments
Nick Meserve, Managing Director, Main Street Capital Corporation
Lunch
13:20 - 14:20
Networking lunch
Breakout sessions
14:20 - 15:00
Track A: Secondaries: Creating opportunity
Michael Suppappola,
John Kyles,
Jonathan Leu,
Gopal Narsimhamurthy
- 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:
Pierpaolo Casamento, Head of Private Debt Secondaries, Tikehau Capital
John Kyles, Managing Director, Head of the Credit Strategies, Portfolio Advisors
Jonathan Leu, Principal, Coller Capital
Gopal Narsimhamurthy, Managing Director, Head of North America Funds, KBRA
14:20 - 15:00
Track B: What’s next for real estate debt?
Samantha Rowan,
Christian Fuqua,
Scott A. Yedid
- 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 housing market
Moderator:
Sam Rowan, Editor, Real Estate Capital USA, PEI Media
Panelists:
Christian Fuqua, Managing Director, Deputy Portfolio Manager, CBRE Investment Management
Scott A. Yedid, Senior Managing Director, Cerberus Capital Management
14:20 - 15:00
Track C: Direct lending in lower-middle & middle market landscapes
Jennifer St. John Yount,
Laurent Bouvier,
Tas Hasan,
Darius J. Mozaffarian,
Sandro Näf
- 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
Moderator:
Jennifer Yount, Partner, Paul Hastings
Panelists:
Laurent Bouvier, Managing Partner, Kartesia
Tas Hasan, Partner, Deerpath Capital Management
Darius J. Mozaffarian, Partner & Co-President, White Oak Global Advisors
Sandro Näf, Co-Founder, Capital Four
Jennifer St. John Yount
Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP
Read bio
Breakout sessions
15:00 - 15:40
Track A: The evolution of evergreen/open-ended funds
Jason Melser,
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
Moderator:
Jason Melser, Director, Head of North American Private Credit Marketing, Origination & Capital Solutions, First Avenue
Panelists:
Brent Humphries, President, AB Private Credit Investors
Paul Saunders, Head of Private Credit Americas Business Development, Partners Group
15:00 - 15:40
Track B: Infrastructure debt: The key to recovery
Zak Bentley,
Jorge Camina,
Patrick Fear,
Orhan Sarayli
- 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
Moderator:
Zak Bentley, Americas Editor, Infrastructure Investor, PEI
Panelist:
Jorge Camina, Partner and Head of Sustainable Infrastructure Capital, Denham Capital
Patrick Fear, Managing Director, AB Private Credit Investors
Orhan Sarayli, Managing Director, Head of North America, Barings
15:00 - 15:40
Track C: The big questions for LPs (LP-only think tank)
Neil Prunier,
Hallie Ransone,
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
Moderator:
Neil Prunier, Senior Director, Industry Affairs, ILPA
Panelists:
Hallie Ransone, Portfolio Manager, Private Credit, Liberty Mutual Investments
Leslie Vargas, Portfolio Manager, Resolution Life
Networking
15:40 - 16:10
Networking break
Plenary sessions
16:10 - 16:50
Special situations & distressed investing in today’s environment
Ari Blaut,
Marianna Fassinotti,
Christopher Mikosh,
John Pavelski
- 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:
Marianna Fassinotti, Managing Director, The D.E. Shaw Group
Christopher Mikosh, Portfolio Manager, Co-Founder, Tor Investment Management
John Pavelski, Co-Head, Credit Opportunities, Carlyle
John Pavelski
Managing Director, Co-head of North America for the Carlyle Credit Opportunities Fund, Carlyle
Read bio
16:50 - 17:30
Closing keynote: LP fireside chat
Fran Blair,
Robin Blumenthal
Interviewee:
Fran Blair, Managing Director, Credit Investments, PSP Investments
Interviewer:
Robin Blumenthal, Americas Editor, Private Debt Investor, PEI Media
End of day 1
17:30 - 18:30
Reception
Agenda
Day 2 - Thursday 22nd
Breakfast
08:30 - 09:30
LP think tank breakfast (Invitation only)
Neil Prunier
Speaker:
Neil Prunier, Senior Director, Industry Affairs, ILPA
Neil Prunier
Senior Director, Industry Affairs, Institutional Limited Partners Association (ILPA)
Read bio
08:30 - 09:30
GP think tank breakfast (Invitation only)
Jess Larsen
Speaker:
Jess Larsen, Founder & CEO, Briarcliffe Credit Partners
Welcome
09:30 - 09:35
Chair’s remarks
Michelle Noyes
Speaker:
Michelle Noyes, Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)
Michelle Noyes
Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)
Read bio
Plenary sessions
09:35 - 10:15
Diversity in private credit
Zoe Bernstein,
Carolyn Hastings,
Rakesh (Rick) Jain,
Shamafa Khan
- 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
Moderator:
Zoe Bernstein, Consultant, Egon Zehnder
Panelists:
Carolyn Hastings, Managing Director, Private Credit Group, Bain Capital Credit
Rakesh (Rick) Jain, Global Head of Private Credit, Pantheon Ventures
Shamafa Khan, Managing Director, Head of Marketing & Investor Relations, Crayhill Capital Management
Shamafa Khan
Managing Director, Head of Marketing & Investor Relations, Crayhill Capital Management
Read bio
Networking
10:15 - 10:45
Networking break
Plenary sessions
10:45 - 11:25
Private credit & technology
Jennifer Daly,
Cesar Estrada,
Jeremiah J. Loeffler,
Prath Reddy
- The growth of data analytics and AI for quality of credit scoring, disbursement, and monitoring.
- Widely applied and standardized risk scoring for funding and liquidity.
- Deal sourcing, operations, and reporting.
- Future of block chain and data management.
Moderator:
Jennifer Daly, Partner, King & Spalding
Panelists:
Cesar Estrada, Private Markets Segment Head, Arcesium
Jeremiah J. Loeffler, COO – Credit, Crestline Investors
Prath Reddy, President, Percent
11:25 - 12:05
Relative value opportunities across syndicated and private credit
Caroline Sandberg,
Mark Basile,
Kevin Lawi,
Tim Nest, CFA,
Mary Rooney
- 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:
Mark Basile, Partner, Senior Portfolio Manager, Credit & Capital Markets, Veritas Capital
Kevin Lawi, Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investment Group, Credit Suisse Asset Management
Tim Nest, Head of Private Credit, Aksia
Mary Rooney, Managing Director, J.P. Morgan Private Bank
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,
T.J. Durkin,
Jess Larsen,
Mitch Soiefer
- 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
Moderator:
Jesse Kirsch, Of Counsel, Paul Hastings
Panelists:
Ed Cong, Principal and Managing Director, Marathon Asset Management
T.J. Durkin, Head of Structured Credit, Angelo Gordon
Jess Larsen, Founder & CEO, Briarcliffe Credit Partners
Mitch Soiefer, Partner and Head of Lender Finance, SLR Capital
End of day 2
12:45 - 13:45
Lunch
13:45 - 13:45
End of conference
Hotel & venue
Conference venue
Convene
117 W 46th St, New York, NY 10036
All conference sessions will take place at Convene.
The room block for attendees at the Kimpton Muse Hotel is now closed. If you would still like to reserve a room at the hotel, please use the link below or call reservations at 1-800-KIMPTON.
Connect with private debt investors and fund managers
Form invaluable relationships with the expansive community of asset managers, institutional investors, and other private debt professionals attending the forum.
Ensure you are at the forefront of the latest trends affecting your investment strategies by participating in networking sessions and having important conversations with industry leaders.
Network with top institutional investors
Take advantage of the unique opportunity to meet with institutional investors looking to allocate capital to private debt.
Participate in interactive discussions
Improve your strategy for allocating funds to private debt and generating high returns through conversations with private debt leaders.
Create lasting connections
Build your network of knowledgeable and experienced contacts within the private debt sector by networking with your fellow attendees.
Browse past investor attendees
Connect with private debt investors
Apply for a complimentary institutional investor pass
The Private Debt Investor New York Forum is the largest meeting place for private debt professionals in North America. Complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office, or corporate investment division.
Apply for a pass and a member of our team will follow up with you to secure your pass.
Investors at PDI New York 2023
The forum is the largest gathering in North America for institutional investors, private investors, and other members of the private debt community.
Check out the benefits of joining the conference and see which of your peers you will be joining. Apply for a complimentary pass for you and your team today.
How will you benefit as an investor?
Gain exclusive insights
Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers.
Explore new opportunities
Discover private debt opportunities across strategies such as direct lending, secondaries, and real assets.
Meet with leading fund managers
Arrange one-to-one meetings and network with the biggest leaders engaged in the private debt asset class.