Investor
New York Forum Virtual Experience 2021
22 - 23 September 2021,
Eastern Time (ET) - Available Anywhere
The premier private debt event in North America
On September 22-23 the Private Debt Investor New York Forum will bring together senior professionals engaged in the continued expansion of private debt as an asset class for a live and interactive virtual conference. The Forum enters its seventh successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.
Attend the Private Debt Investor NY Virtual Forum 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-tanks, sector focused breakout sessions and fireside chats with industry leaders
Why attend?
Hear from top performing private debt managers in live interactive discussions
Utilize PDI’s virtual platform meeting tool to schedule 1-on-1 virtual meetings with institutional investors and fund managers
Participate in invitation-only think tanks to share best practices and industry concerns
Tailor your PDI virtual experience by customizing your personal profile and agenda
Visit our virtual networking rooms to exchange information with globally recognized service providers, fund managers, and associations
Access the platform two weeks prior to the event and begin networking with fellow event attendees
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
2020 Keynote speakers
Download the 2020 PDI New York Virtual Guide
The 2020 virtual guide includes:
» Networking opportunities: Gain early access to the virtual platform and begin networking with event attendees. Add attendees to your want to meet list and setup private, face to face video meetings.
» Virtual platform features: The virtual platform includes live panel discussions with a Q&A, virtual networking rooms with sponsors, on demand access to select sessions for 12 months, and much more.
» Preliminary attendee list: View the companies to registered to attend including Aflac Global Investments, CPP Investment Board, MassMutual, Prudential, PSP Investments, and more.
2020 attendees included
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…
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.
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 year.
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?
- 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.
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
Explore the virtual experience
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 New York 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 jumpstart 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 that include 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 anytime 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.
Pre-Event Resources
2020 speakers
Interested in speaking at the 2021 Forum? Please contact Kellie Green at kellie.g@peimedia.com.

John Bakie
News Editor, Private Debt Investor

Lauren Basmadjian
Managing Director and Senior Portfolio Manager, The Carlyle Group

Scott Bevill
Senior Investment Officer - Global Income Strategies, Teachers’ Retirement System of the State of Illinois

Graham Bippart
Editor, Private Funds CFO, Private Equity International

Robin Blumenthal
Senior Reporter, Private Debt Investor

David M. Brackett
Chief Executive Officer, Antares Capital

Jason Brown
Partner, Victory Park Capital

Kyle Campbell
Senior Reporter, PERE

Michael Chaisanguanthum
Head of Restructuring, Credit Suisse

Wynne Comer
Chief Operating Officer, AGL Credit Management

Chris Cox
Senior Managing Director and Chief Risk Officer, Churchill Asset Management

Chad Dale
Partner. Proskauer

Symon Drake-Brockman
Managing Partner, Pemberton Asset Management

Sheila Finnerty
Executive Managing Director, Strategic Initiatives, Liberty Mutual Investments

Pete Fisher
Director, Vista Credit Partners

Elina Gokh
Managing Director, Head of WSO Software, IHS Markit

Alastair Goldfisher
Venture Capital Editor, PEI

David Golub
President, Golub Capital

Alfred Griffin
President, NY Green Bank

Kevin Griffin
Chief Executive Officer and Chief Investment Officer, MGG Investment Group

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

Milwood Hobbs Jr.
Head of North American Sourcing & Origination, Oaktree Capital Management

Brent Humphries
President and Founding Member, AB Private Credit Investors

Rakesh Jain
Partner and the Global Head of Private Credit, Pantheon

Rod James
Senior Reporter, Private Equity & Secondaries, PEI

Sasha Jensen
CEO, Jensen Partners

Kristine Jurczyk
Co-Head, Vista Credit Partners

Jeff Just
Co-Founder & CEO, RadiantREIT

Ramin Kamali
Managing Director, Head of Research, Credit Suisse

Susan Kasser, CFA
Co-Head of Private Credit, Neuberger Berman

Ken Kencel
President and Chief Executive Officer, Churchill Asset Management

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

Theodore L. Koenig
President and Chief Executive Officer, Monroe Capital LLC

Avi Korn
Managing Director, Head of U.S. Private Asset-Based Finance, KKR Credit

Olga Kosters
Head of Private Debt Secondaries, Tikehau Capital

Michele Kovatchis
Senior Managing Director, Antares Capital

Jiří Król
Global Head, Alternative Credit Council (AIMA)

Gretchen Lam, CFA
Senior Portfolio Manager, Octagon Credit

Jocelyn Lewis
Executive Director, Private Debt Strategy, IHS Markit

Tom Majewski
Managing Partner and Founder, Eagle Point Credit Management

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

Christopher J. Monigle
Vice President, Wilmington Trust

Antonella Napolitano
Global Head of Investor Relations, Deerpath Capital Management

Stephen Nesbitt
Chief Executive Officer, Cliffwater, LLC

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

Sylvia Owens
Global Private Credit Strategist, Aksia

Armen Panossian
Head of Performing Credit and Portfolio Manager, Oaktree Capital Management

Art Penn
Founder & Managing Partner, PennantPark

Peter Plaut
Executive Director, Wimmer Family Office

Rob Pomeroy
Chairman and Chief Executive Officer, Horizon Technology Finance Corporation

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

Ben Radinsky
Managing Director, Director of Research, Lloyd Crescendo Advisors

Jay Ramakrishnan
Managing Director, Head of Originations, AB Private Credit Investors

Richard Randall
Global Head of Debt Instruments, IFM Investors

Angela Rodell
CEO, Alaska Permanent Fund Corporation

Shahab Rashid
Partner & Co-Founder, Private Credit, Adams Street Partners

Candice Richards
Compliance Officer, MidOcean Partners

Brian Roelke
Chief Investment Officer, Kuvare

Bill Sacher
Partner and Head of Private Credit, Adams Street Partners

David Scopelliti
Global Head of Private Credit, Mercer

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

Karen Simeone
Managing Director, HarbourVest

Peter Sipsas
Managing Director, Head of Credit, Jensen Partners

John Slonieski
Director of Private Credit & Partner, Medalist Partners

David Spreng
Chairman, CEO & CIO, Runway Growth Capital

Jordan Stutts
Senior Writer, Private Markets, PEI

Andy Thomson
Senior Editor, Private Debt Investor, PEI Media

Toni Vainio
Partner, Pantheon

Gaurang Vyas
Co-Founder and Chief Executive Officer, Rise Line Business Credit

John Zito
Senior Partner, Deputy CIO of Apollo Credit, Co-Head of Global Corporate Credit, Apollo
2020 sponsors
The New York Forum offers a unique opportunity for organizations to raise their profile as a part of the premier meeting for investors allocating to private debt.
For more information on the available sponsorship opportunities for the 2021 Forum, please contact Tyler Mitchell at +1 646 795 3279 or tyler.m@peimedia.com.
2021 preliminary 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*
Agenda
Day 1 - Wednesday 22nd
Closed door invitation only Think Tank
LP and GP Think Tanks
PDI Welcome
Chairwoman:
Michelle Noyes, Head of Americas, Alternative Investment Management Association (AIMA)

Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bioKeynote Fireside Chat
LP roundtable discussion
Networking break
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
The strength of private credit
Spotlight discussion featuring Brightwood Capital Advisors
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.

Track A | Real estate debt
Track B | Infrastructure debt investment highlisths
- Renewable solar and evolving energy efficiency
- Digital infrastructure
Track C | Private debt secondaries
The private debt secondaries market continues to grow. What are the new opportunities emerging?
Networking break
Keynote leadership discussion
Direct lending
- What specific direct lending strategies are more attractive in a challenged economic environment? What about in a recovering economy?
- Has your valuation process or procedures changed at all as a result of the pandemic?
- What types of returns can investors expect from this asset class? Have the expectations changed? Should they be higher or lower than they were a year ago?
Agenda
Day 2 - Thursday 23rd
Closed door session
Keynote CIO leadership discussion
ESG focus
A forward-looking conversation discussing sourcing/screening, monitoring/engagement and how debt and equity providers can collaborate on ESG during the due diligence process.
- Approaches to ESG management
- ESG integration in the underwriting process
- Standardization
Networking break
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
Middle market CLOs
- What advantages do CLOs offer over other structured products and credit assets?
Stressed, distressed and special situations
- Post pandemic portfolio performance
Chairwoman's closing remarks

Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)
Read bio