The premier private debt event in North America

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

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

  • Engage with private debt professionals and institutional investors to cultivate new business relationships
  • Hear how firms differentiate themselves in this highly competitive and dynamic market
  • Debate best practices and return strategies across the private debt and credit asset class
  • Participate in a wide range of impactful discussions in various formats that include off-the-record think-tankssector-focused breakout sessions and fireside chats with industry leaders


2021 speakers included...

Benefits of attending

Hear from top-performing private debt managers during interactive discussions

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

Network face-to-face with private debt experts to exchange strategies for securing capital

2021 LP attendees included:

AEGIS Insurance Services
APG Asset Management
Canada Pension Plan Investment Board
Church Pension Fund
Citi Group
City of Stamford
Investment Management Corporation of Ontario
Liberty Mutual Investments
MassMutual Financial Group
Nippon Life
Public School Retirement System of Missouri
Sen Family Office
Sumitomo Mitsui Trust Bank
The Jordan Family Office
The Leona M and Harry B Helmsley Charitable Trust

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.

Very informative and well run, with an excellent roster of speakers and presenters.

2021 sponsors

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

For information on available 2022 sponsorship opportunities, please contact Tyler Mitchell at or call +1 646 795 3279.

2021 speakers

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

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 PEI

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
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, Private Credit, Capital Dynamics

Bio coming soon...

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

Ryan Morse

Director, Pennsylvania State Employees' Retirement System

Ryan Morse is a Director at the Pennsylvania State Employees' Retirement System (“PA SERS”), where he has served since 2018. Mr. Morse is responsible for investments in the private equity, private credit, and real estate asset classes for PA SERS. Pr… 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. Powell is a Partner and Portfolio Manager in Apollo Global Management’s Direct Origination business. He serves as the Chief Investment Officer for Apollo Investment Management, L.P., the President of Apollo Investment Corporation, a publicly trad… 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