The premier private debt event in North America

The 11th annual Private Debt Investor New York Forum will return to New York Hilton Midtown on September 17-18 bringing together 400+ senior decision-makers, including 100+ institutional investors from the North American private credit industry.

Discover the key drivers fueling private debt’s growth stories with innovative investors and managers at the Forum to find out effective ways to differentiate your firm and expand your investor base in this highly competitive market.

Connect with North America’s leading investors, including CalSTRS, IMCO, Liberty Mutual, MassMutual, OTPP, and many more to:

  • Understand where investors are looking to allocate funds
  • Learn what they are looking for in a manager during the current macroeconomic environment
  • Gain actionable insight into the best practices and strategies for generating the highest returns

What can you expect at the forum?

Explore new trends in private debt

Learn about the most relevant topics across the asset class, including direct lending, specialty finance, and more.

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Exchange ideas 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 for 2024

Hear from industry experts about the most relevant topics across the private debt asset class, including:

  • Macro trends and a push for real assets
  • Main risk factors going into 2025
  • Drive toward direct lending
  • Trends in specialty finance
  • ESG and DEI in private credit
  • Private debt in middle and lower-middle markets
  • And more!

2023 speakers included:

View all speakers
View all speakers

2023 Investor attendees included:

 

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, foundation, endowment, trust, family office, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

Apply for a pass, and a member of our team will follow up with you.

Apply now

See what past attendees are saying about the forum

Testimonials

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.

Thank you to our sponsors

2023 sponsors

View all sponsors
View all sponsors

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 about sponsorship opportunities, contact Beth Piercy at beth.p@pei.group or +44 207 566 5464.

2024 Sponsors

Thought-leaders shaping the North America private debt market:

 

Interested to speak at the New York Forum? Contact Erin Wolfe today.

2024 confirmed speakers:

Jennie Benza

Private Markets, General Electric Pension

Thomas Cockburn

Senior Director, Private Debt, CDPQ

Anna Dayn

Managing Director, New End

Cathy DiSalvo

Portfolio Manager, CalSTRS

Kevin Griffin

Chief Executive Officer & Chief Investment Officer, MGG Investment Group

Greg Hardiman, CFA

Managing Director, Investments, 17Capital

Vincent Indelicato

Partner, Proskauer Rose LLP,

Matt Lisonbee

Associate Portfolio Manager, CalSTRS

Amir Madden

Senior Portfolio Manager - Alternative Credits, APG Asset Management

Kevin Magid

President, Audax Private Debt

Richard Melville

Editorial Director, US, PEI Group

Michael M. Mezzacappa

Partner, Proskauer

Michelle Noyes

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

Lori Pomerantz

Managing Director, Private Credit, Partners Group

Doug Porter

Managing Director, MainePERS

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

Archit Sood

Portfolio Manager, Global Credit, IMCO

Matthew Stoeckle

Director – Capital Solutions, Liberty Mutual Investments

Andy Thomson

Senior Editor, Private Debt Investor

Gabriel Yomi Dabiri

Private Credit and Cross-Border Finance Leader & Managing Partner, Polsinelli

Discover the Key trends shaping investor allocations

Download the agenda to discover hot topics in the North America private debt market.

If you are interested to speak at PDI New York Forum, please reach out to Erin Wolfe at erin.wolfe@pei.group.

View agenda

2024 Agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 17th

Welcome Remarks
08:30 - 08:35

PEI Welcome

Erin Wolfe, Associate Director, Global Head of Content & Strategy, Private Debt, PEI

08:35 - 08:45

PDI’s welcome remarks and introduction

Plenary
08:45 - 09:20

Morning Keynote

09:20 - 10:00

Assessing the macro environment for private credit in 2025

Kevin Magid, Michael M. Mezzacappa
  • What monetary policy changes are coming out of the Fed and how can investors and managers be better prepared for these? What changes are anticipated in the upcoming elections and how will this impact investments?
  • What are the expected changes coming to the private credit sector in the next five years?
  • What are the current market conditions in the leveraged finance market?
  • How are the role of investment banks continuing to evolve?

Moderator:
Michael Mezzacappa, Partner, Proskauer

Speakers:
Kevin Magid, President, Audax Private Debt

A speaker photo for Kevin Magid

Kevin Magid

President

Read bio
A speaker photo for Michael M. Mezzacappa

Michael M. Mezzacappa

Partner, Proskauer

Read bio
10:00 - 10:40

Finding value: an LP perspective

Matt Lisonbee, Richard Melville, Jennie Benza, Amir Madden, Doug Porter
  • Where are allocators finding the most qualified opportunities?
  • Is the return on private credit investments attracting new investors to the asset class?
  • What strategies are providing the most attractive returns for investors?

Moderator:
Richard Melville, Editorial Director, U.S., PEI Media

Speakers:
Jennie Benza, Private Markets, GE Pension
Amir Madden, Senior Portfolio Manager – Alternative Credits, APG Asset Management
Doug Porter, Managing Director, MainePERS
Matt Lisonbee, Associate Portfolio Manager, CalSTRS

A speaker photo for Matt Lisonbee

Matt Lisonbee

Associate Portfolio Manager, CalSTRS

Read bio
A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

Read bio
A speaker photo for Jennie  Benza

Jennie Benza

Private Markets, General Electric Pension

Read bio
A speaker photo for Amir Madden

Amir Madden

Senior Portfolio Manager - Alternative Credits, APG Asset Management

Read bio
A speaker photo for Doug Porter

Doug Porter

Managing Director, MainePERS

Read bio
Networking Break
10:40 - 11:10

Networking Break

Plenary
11:10 - 11:50

Direct lending and beyond

Kevin Griffin, Matthew Stoeckle
  • How are risk-adjusted returns being affected due to inflation and changing interest rates?
  • Where is the most value creation?
  • With increasing competition in the market, how are managers differentiating themselves?
  • What specialist strategies should LPs focus on when making their private credit allocations?

Moderator:
Stelios Saffos, Partner, Latham & Watkins

Speakers:
Kevin Griffin, Founder & CIO, MGG Investment Group
Matthew Stoeckle, Director, Liberty Mutual Investments – Credit Strategies

A speaker photo for Kevin Griffin

Kevin Griffin

Chief Executive Officer & Chief Investment Officer, MGG Investment Group

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A speaker photo for Matthew Stoeckle

Matthew Stoeckle

Director – Capital Solutions, Liberty Mutual Investments

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11:50 - 12:30

Opportunistic credit & distressed debt at the forefront

Vincent Indelicato
  • Where are there differences between opportunistic or distressed credit, and special situations?
  • How is opportunistic and distressed credit combating market dislocation? What are the trends in rescue finance and balance sheet restructuring?
  • Where are there areas of opportunity to enhance investment returns and increase portfolio diversification?
  • How much capital is being raised for these strategies and what is the LP appetite?

Moderator:
Vincent Indelicato, Partner, Proskauer

 

 

A speaker photo for Vincent Indelicato

Vincent Indelicato

Partner, Proskauer Rose LLP,

Read bio
12:30 - 13:10

Differences and similarities for private & public markets

Gabriel Yomi Dabiri, Cathy DiSalvo, Bill Sacher
  • What are the key changes in private credit & fixed income going into 2025 and what are best ways account for these changes?
  • How is interest rate risk and volatility affecting both investment strategies?
  • Where is the dry powder in these strategies being deployed?

Moderator:
Gabriel Yomi Dabiri, Private Credit and Cross-Border Finance Leader & Managing Partner, Polsinelli

Speakers:
Cathy DiSalvo, Portfolio Manager, CalSTRS
Bill Sacher, Partner & Head of Private Credit, Adams Street

A speaker photo for Gabriel Yomi Dabiri

Gabriel Yomi Dabiri

Private Credit and Cross-Border Finance Leader & Managing Partner, Polsinelli

Read bio
A speaker photo for Cathy  DiSalvo

Cathy DiSalvo

Portfolio Manager, CalSTRS

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A speaker photo for Bill Sacher

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

Read bio
Lunch
13:10 - 14:10

Networking Lunch

13:10 - 14:10

Women’s Luncheon

Break-Out Sessions
14:10 - 14:50

Break-Out Session A: Preparing to fundraise

  • With a slowdown in fundraising in 2023, how are managers rebounding and opening new funds?
  • What are the major types of funds where dry powder is being deployed and where are these opportunities for growth?
  • What are the current barriers to entry we see for newer funds?
14:10 - 14:50

Break-Out Session B: Changes in private debt real estate

  • What are the key pressure points when investing in commercial real estate today?
  • How has the market alleviated pressures as they pertain to housing and rental markets?
  • What are the political and regulatory issues impacting the real estate debt market?
Networking Break
14:50 - 15:20

Networking Break

Break-Out Sessions
15:20 - 16:00

Break-Out Session A: Innovations in private credit

  • Where are the innovations in private credit coming from?
  • How are AI and machine learning changing the way investments are made and reported? Why are technological changes becoming so important?
  • What changes are managers making to continue to cater to complex fund structures? 

 

 

15:20 - 16:00

Break-Out Session B: Private debt infrastructure & the energy transition

Archit Sood
  • How is infrastructure debt being considered throughout investment strategies?
  • How are managers differentiating themselves?
  • How is our macro environment affecting how the industry views the energy transition?
  • Where are the opportunities for value-creation?

Speakers:
Archit Sood, Portfolio Manager, Global Credit, IMCO

A speaker photo for Archit Sood

Archit Sood

Portfolio Manager, Global Credit, IMCO

Read bio
16:00 - 16:40

Break-Out Session A: Success for emerging managers

Anna Dayn
  • What is new and different around LP requirements for managers entering the market?
  • What are the keys to differentiating strategies?
  • Which specific strategies or regions are emerging managers finding success in?

Speakers:
Anna Dayn, Managing Director, New End

 

 

 

A speaker photo for Anna Dayn

Anna Dayn

Managing Director, New End

Read bio
16:00 - 16:40

Break-Out Session B: Changes in real estate debt

  • What are the key pressure points when investing in commercial real estate today?
  • How are changes in the macroeconomic outlook influencing commercial and non-commercial markets?
  • What are the political and regulatory issues impacting the real estate debt market?
Plenary
16:40 - 05:20

Panel Session

05:20 - 05:40

Closing Keynote

Cocktail Reception
17:40 - 18:40

Cocktail Reception & Roundtables

 Roundtable Discussions

Join us for our first ever networking roundtables before our reception where we will cover some of the latest content in private credit and invite you to have dynamic discussions and meet with your peers. Topics coming soon!

 

Agenda

Day 2 - Wednesday 18th

Breakfast
08:30 - 09:00

Investor-only networking breakfast (By invitation only)

Exclusive for LPs, peer to peer discussions focused on the latest trends facing LPs. Facilitators represent institutional investors and family offices respectively. Please RSVP to erin.wolfe@pei.group

Welcome
09:00 - 09:05

Welcome remarks from Chair

09:05 - 09:15

Presentation from PDI Data Team

Plenary
09:15 - 09:55

Mastering deal origination

Thomas Cockburn
  • How are firms changing how they originate deals?
  • How are fees playing a role in the origination process? Why are fees becoming a competitive factor?
  • What research tools are the most applicable for deal origination in 2025?
  • How are origination capabilities setting managers apart in a borrower’s eyes and what sourcing capabilities are they utilizing to scale and expand strategies?

Speakers:
Thomas Cockburn, Senior Director, Private Debt, CDPQ

A speaker photo for Thomas Cockburn

Thomas Cockburn

Senior Director, Private Debt, CDPQ

Read bio
09:55 - 10:35

Growth of niche strategies in specialty finance

  • How does performance vary between niche, specialty finance and direct lending strategies? How are we measuring the success of niche strategies?
  • How are LPs balancing exposure to these strategies in their investment portfolios?
  • What are the keys to differentiating one strategy from another when looking to make new investments?
10:35 - 11:15

Emerging trends in asset-based lending

  • How has the market developed and what types of investments are gaining traction given changes in the macroeconomic landscape?
  • Where is asset-based lending trending over traditional direct lending vehicles and is this a trend we will continue to see in the future?
  • Where are the emerging areas of value creation for asset-based lending?
  • How are different types of collateral used for asset-based deals?
  • How has this strategy been impacted by the current macroeconomic environment?
Networking Break
11:15 - 11:45

Networking Break

Plenary
11:45 - 12:25

Finding liquidity through NAV financing

Greg Hardiman, CFA, Lori Pomerantz
  • How are GPs using NAV finance and structured products to create distributions for investors?
  • Are LPs utilizing NAV financing to work through overallocation concerns?
  • How are GPs & LPs looking at performance of funds which include NAV finance?

Speakers:
Greg Hardiman, Managing Director, Investments, 17Capital
Lori Pomerantz, Managing Director, Partners Group

A speaker photo for Greg Hardiman, CFA

Greg Hardiman, CFA

Managing Director, Investments, 17Capital

Read bio
A speaker photo for Lori Pomerantz

Lori Pomerantz

Managing Director, Private Credit, Partners Group

Read bio
12:25 - 13:05

Global private credit and the newest opportunities internationally

  • Where are the opportunities originating out of Europe, Asia-Pacific, Latin America, and the Middle East?
  • What global geo-political risks are investors and managers seeing when thinking about international investments?
  • What is the LP appetite for private credit originating in these regions?
  • What have experience in returns been like in these markets?

 

13:05 - 13:55

LP Keynote

Lunch
14:45 - 15:45

Lunch & End of Day 2

2023 Hotel & venue

New York Marriott Marquis
1535 Broadway New York, New York 10036

All conference sessions will take place at New York Marriott Marquis.

There is also a room block at the hotel reserved for attendees. If you would like to book a room in the block, please use the link below or call reservations at +1 212 398 1900.

Book a room

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.

 

2023 attendee list

Some of the many investors attending in 2023 include...

View all sponsors

Network with institutional investors

Take advantage of the unique opportunity to meet institutional investors and discuss how private credit strategies fit into their portfolios.

Participate in invaluable 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.

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. A limited number of complimentary passes are available for eligible 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, foundation, endowment, trust, family office, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

Apply for a pass today and a member of our team will follow up with you.

Apply now

2023 investor attendees included:

 

What to expect at the forum:

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 industry experts

Arrange one-to-one meetings and network with the biggest leaders engaged in the private debt asset class.

 

Investors at PDI New York Forum

The forum is the largest gathering in North America for institutional investors and other professionals part of the private debt community.

Download the investor prospectus to access important details and insights about the event.

Download

The lineup includes pensions, insurance companies, and more

Hear from a variety of institutional investors

Apply for a complimentary Institutional Investor pass

A limited number of complimentary passes are available for allocators and institutional investors to join the event.

Complimentary investor passes are limited to pension fund, insurance company, sovereign wealth fund, foundation, endowment, trust, family office, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

Apply for a pass and a member of our team will follow up with you.

Apply now

Meet our 2024 advisory board:

Contact Erin Wolfe today to tell us your topics of interest you want to hear this September.

Anna Dayn

Managing Director, New End

Daniel Leger

Managing Director, MGG Investment Group

Luis Mayans

Partner and Deputy Head, Private Debt, CDPQ

Lydia Thew

Head of Marketing, Golub Capital

Andy Thomson

Senior Editor, Private Debt Investor, PEI Group

Barry Wilson

Managing Director, FIRSTavenue