Private Debt
Investor
Investor
New York Forum Virtual Experience 2021
22 - 23 September 2021,
Eastern Time (ET) - Available Anywhere
The premier private debt event in North America
Private Debt Investor brings our unmatched speaker lineup and dynamic program content to you virtually
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.
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 virtually.
Join us in 2020 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.
Attend the Private Debt Investor NY Virtual Forum to:
- Engage with private debt professionals and institutional investors to cultivate new business relationships
- Discuss the effects of covid-19 on the private credit market
- Hear how firms are differentiating themselves in this highly competitive and dynamic market
- Engage in the debate on best practices and return strategies across the private debt and credit asset class
- Gain insight from the Private Debt Investor editorial team and access exclusive data from PDI’s Research & Analytics
- 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
See LPs in Attendance – Download Attendee List
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
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
2020 Keynote speakrs
Download the 2020 PDI New York Virtual Guide
The 2020 virtual guide includes:
» Networking opportunities: Gain early access to the virtual platform on Tuesday, September 8 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
View the preliminary attendee list from the 2020 Forum. Book your place today to increase your visibility to LPs allocating to private debt.
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?
We hear you – which is why we have structured the platform to ensure you are part of the conversation. You will be able to:
- Ask questions of panel speakers during the session
- Spend time face-to-face via video conference with speakers to ask questions after the
session - Join roundtables to discuss the topics that matter to you with like-minded peers
- Focused networking breaks where you can discuss the strategies and opportunities you are interested in
- Pop in to sponsor booths to connect via video and discuss their offerings or a presentation that they have given
Additional questions?
Please feel free to contact us directly at regny@peimedia.com.
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
Virtual networking lounges
Visit our virtual networking lounges to exchange information with globally recognized service providers, fund managers, and associations
Virtual networking lounges
Visit our virtual networking lounges to exchange information with globally recognized service providers, fund managers, and associations
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 Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
John Bakie
News Editor, Private Debt Investor
John has been news editor at Private Debt Investor since 2017 covering all aspects of private debt’s development as an asset class. He has written about almost all areas of financial services including public markets trading, fintech, retail finance,… Read full bio
Lauren Basmadjian
Managing Director and Senior Portfolio Manager, The Carlyle Group
Lauren Basmadjian is a Managing Director and Senior Portfolio Manager for Carlyle Global Credit, where she is focused on Leveraged Loans and Structured Credit. She is based in New York and sits on the Investment Committees for all of Carlyle's US Loa… Read full bio
Scott 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 $53 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
Graham Bippart
Editor, Private Funds CFO, Private Equity International
Graham Bippart is editor of Private Funds CFO, an online and monthly print intelligence source focusing on best practices for private funds finance and accounting professionals. Graham has covered a broad range of financial markets in the US and Euro… Read full bio
Robin Blumenthal
Senior Reporter, Private Debt Investor
Robin Goldwyn Blumenthal is a senior reporter at Private Debt Investor. She spent many years covering the public markets, including 20 years as a senior editor at Barron’s magazine, where she presaged the US housing collapse and the 2008 financial cr… Read full bio
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
Jason Brown
Partner, Victory Park Capital
Jason Brown joined VPC in 2014 as a Partner and manages the firm’s Los Angeles office. He is primarily responsible for sourcing, analyzing, executing and managing investments in lower middle market companies. Mr. Brown also actively works on value cr… Read full bio
Kyle Campbell
Senior Reporter, PERE
Kyle is PERE’s senior reporter in North America. His coverage focuses on institutional investors in the US and Canada. He has reported on real estate since 2017.
Michael Chaisanguanthum
Head of Restructuring, Credit Suisse
Michael Chaisanguanthum is a Director of CSAM. He joined CIG in 2007 and is currently the Head of Restructuring, focusing on workouts, restructurings, and stressed and distressed credits. In addition, he covers the gaming and lodging sector. Prior to… Read full bio
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
Chris Cox
Senior Managing Director and Chief Risk Officer, Churchill Asset Management
Prior to joining the firm, Chris was a principal of Carlyle GMS Finance and was a managing director and chief risk officer for Churchill Financial, which he joined in 2006. In this role, he was responsible for overseeing the company’s risk management… Read full bio
Chad Dale
Partner. Proskauer
Chad Dale is a partner in Proskauer’s Corporate Department and a member of both the Business Solutions, Governance, Restructuring & Bankruptcy and Private Credit Restructuring Groups. Chad has nearly 30 years of experience in corporate reorganiza… Read full bio
Symon Drake-Brockman
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
Sheila Finnerty
Executive Managing Director, Strategic Initiatives, Liberty Mutual Investments
Sheila Finnerty is the Executive Managing Director and Head of Strategic Initiatives for Liberty Mutual Investments (LMI). She is a member of the firm’s Internal Investment Committee and Leadership Team. Sheila joined LMI as Head of Leveraged Finance… Read full bio
Pete Fisher
Director, Vista Credit Partners
Pete Fisher joined Vista Credit Partners in 2019. Mr. Fisher is responsible for evaluating special situation credit investments, including traded securities as well as private investment opportunities. Prior to joining Vista in 2019, Mr. Fisher serve… Read full bio
Elina Gokh
Managing Director, Head of WSO Software, IHS Markit
Elina Gokh leads the global WSO Software business at IHS Markit, covering product management, client management and professional services. Mrs. Gokh is responsible for the strategic direction for multi-asset class capabilities and technology innovati… Read full bio
Alastair Goldfisher
Venture Capital Editor, PEI
Alastair Goldfisher is venture capital editor at Venture Capital Journal, which is owned by PEI Media. Alastair reports on the venture community, creating content for venture firms raising funds and seeking investment opportunities and limited partne… 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 $30 billion of capital under management. Golub Capital partners with institutional investors and family offi ces, offering ta… Read full bio
Alfred Griffin
President, NY Green Bank
Alfred Griffin is an industry leader in developing innovative solutions in support of the financing of renewable energy generation and energy efficiency projects, and brings 25 years of experience in banking and finance to NY Green Bank. As President… 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
Jeff Hammer
Global Co-Head of Secondaries, Private Markets, Manulife Asset Management
Jeff joined Manulife Investment Management in 2019 as global co-head of secondaries. Previously, he was co-head of Houlihan Lokey’s illiquid financial assets practice, a unit he co-founded and built into the leading investment banking group focused o… Read full bio
Milwood Hobbs Jr.
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
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
Rakesh Jain
Partner and the Global Head of Private Credit, Pantheon
Rakesh (Rick) Jain is a Partner and Global Head of Private Debt with 20 years of private markets experience. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain Capital, a middle-market private… Read full bio
Rod James
Senior Reporter, Private Equity & Secondaries, PEI
Rod James is senior reporter with Secondaries Investor and Private Equity International, based in the London office. Prior to PEI, his roles included a stint as a freelancer covering fintech and transaction banking, CEEMEA capital markets reporter wi… Read full bio
Sasha Jensen
CEO, Jensen Partners
Sasha Jensen, Founder and CEO, launched Jensen Partners in 2012 with the focus on solely identifying the preeminent human capital talent for raising capital within the alternative investment industry. In fact, Ms. Jensen was described as “the most su… Read full bio
Kristine Jurczyk
Co-Head, Vista Credit Partners
Kristina Jurczyk joined Vista Equity Partners in 2013 and is the Co-Head of Vista Credit Partners. She helped found Vista Credit Partners and is responsible for managing the firm’s credit platform and its various funds. Prior to joining Vista, Ms. Ju… Read full bio
Jeff Just
Co-Founder & CEO, RadiantREIT
Jeff Just is the co-founder and CEO of RadiantREIT, which will be the first-ever investment trust to bring mortgage REITs to the solar energy market. Just has founded and operated businesses for over 30 years, with multifunction experience in finance… Read full bio
Ramin Kamali
Managing Director, Head of Research, Credit Suisse
Ramin Kamali is a Managing Director and Head of Research of CIG. He joined CIG in 2005 as a credit analyst and currently covers the real estate and financial services sectors. Prior to joining the group, Mr. Kamali was in Credit Suisse's Investment B… Read full bio
Susan Kasser, CFA
Co-Head of Private Credit, Neuberger Berman
Susan Kasser, CFA is the Co-Head of the $6 billion Private Credit business for Neuberger Berman. The Private Debt business manages $4.5 billion of investor capital dedicated to investing in first lien, unitranche and second lien loans to market leadi… Read full bio
Ken Kencel
President and Chief Executive Officer, Churchill Asset Management
Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was President and a Directo… 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
Theodore L. Koenig
President and Chief Executive Officer, Monroe Capital LLC
Theodore L. Koenig is President, CEO and founder of Monroe Capital LLC, a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Mr. Koenig also serves as the Chairman, President and CEO of Mon… Read full bio
Avi Korn
Managing Director, Head of U.S. Private Asset-Based Finance, KKR Credit
Avi Korn (New York) joined KKR in 2018 and is a Managing Director of KKR. Mr. Korn focuses on private credit investments in financial institutions and financial assets. Prior to joining KKR, Mr. Korn was a portfolio manager at BlueMountain Capital Ma… Read full bio
Olga Kosters
Head of Private Debt Secondaries, Tikehau Capital
Olga Kosters joined Tikehau Capital in 2019 to head the Private Debt Secondaries investment strategy. Olga has twenty years of investment and structuring experience in private and public capital markets. Prior to joining Tikehau Capital, she advised… Read full bio
Michele Kovatchis
Senior Managing Director, Antares Capital
Michele is a senior managing director and head of the Credit Advisory Group for Antares Capital. She manages a team of professionals focused on managing our portfolio of stressed accounts in an effort to minimize losses and non-earnings for the Antar… Read full bio
Jiří Król
Global Head, Alternative Credit Council (AIMA)
Jiří is Global Head of the Alternative Credit Council, a trade body which was established to represent the interests of private credit and non-bank finance participants in asset management. The role of the Alternative Credit Council is to provide dir… Read full bio
Gretchen Lam, CFA
Senior Portfolio Manager, Octagon Credit
Ms. Lam is a member of Octagon’s Investment Committee and serves as the Portfolio Manager of 7 CLOs, 8 Separately Managed Accounts, and 3 Private Commingled Funds. Ms. Lam serves as the PM for the Firm’s Structured Credit (CLO Debt & Equity) Inve… Read full bio
Jocelyn Lewis
Executive Director, Private Debt Strategy, IHS Markit
Ms. Lewis is responsible for our private debt strategy globally, product development and client engagement. Previously, she was the regional head of Private Valuation Services for North America at IHS Markit. Ms. Lewis joined IHS Markit in 2016 with… Read full bio
Tom Majewski
Managing Partner and Founder, Eagle Point Credit Management
Thomas Majewski is the Managing Partner and founder of Eagle Point Credit Management. He has been involved in the formation and/or monetization of well over 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earli… Read full bio
Jana Markowicz
Partner, Head of Product Management and Investor Relations, U.S. Direct Lending, Ares Management
Ms. Markowicz is a Partner in the Ares Credit Group and serves as Head of Product Management and Investor Relations, U.S. Direct Lending and is a member of the Management Committee of Ares Management. Prior to joining Ares in 2005, Ms. Markowicz was… Read full bio
Christopher J. Monigle
Vice President, Wilmington Trust
Chris is responsible for introducing corporate clients to Wilmington Trust’s Global Loan Agency Services. He specializes in loan agency services for BDCs, Direct Lenders, and Alternative Capital Providers who originate middle market bi-lateral and sm… Read full bio
Antonella Napolitano
Global Head of Investor Relations, Deerpath Capital Management
Ms. Napolitano is a Managing Director and Head of Investor Relations and Business Development at Deerpath Capital. She joined the Firm in 2016 and has 17 years of industry experience. She previously worked in investor relations as a product specialis… Read full bio
Stephen Nesbitt
Chief Executive Officer, Cliffwater, LLC
Steve is CEO of Cliffwater LLC, an investment advisory firm specializing in alternative investments, including private equity, private debt, hedge funds, real assets, and real estate. Prior to forming Cliffwater in 2004, Steve was a Senior Managing D… 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
Sylvia Owens
Global Private Credit Strategist, Aksia
Sylvia oversees the implementation of Private Credit portfolios across Aksia’s global base of LPs. As Aksia’s Global Private Credit Strategist, she advises the firm’s clients with respect to portfolio construction, investment selection, pacing, risk,… Read full bio
Armen Panossian
Head of Performing Credit and Portfolio Manager, Oaktree Capital Management
Mr. Panossian is a managing director and Oaktree’s Head of Performing Credit, as well as portfolio manager for Oaktree’s Strategic Credit strategy. His responsibilities include oversight of the firm’s performing credit activities including the senior… Read full bio
Art Penn
Founder & Managing Partner, PennantPark
Arthur H. Penn is the Founder and Managing Partner of PennantPark Investment Advisers (“PPIA") which was founded in 2007. Mr. Penn is Chairman and Chief Executive Officer of PennantPark Investment Corporation and PennantPark Floating Rate Capital, Lt… Read full bio
Peter Plaut
Executive Director, Wimmer Family Office
Peter Plaut is an Executive Director at Wimmer Family Office focused on origination, researching and structuring private debt and equity transactions across a broad range of industries including in the aerospace, energy, metals and mining, and real e… Read full bio
Rob Pomeroy
Chairman and Chief Executive Officer, Horizon Technology Finance Corporation
Rob Pomeroy is Chief Executive Officer and Chairman of the Board of Horizon Technology Finance Corporation (NASDAQ: HRZN), an externally-managed business development company that provides secured loans to venture capital and private equity backed dev… Read full bio
Alex Popov
Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group
Alex Popov is a Managing Director, Head of Carlyle Credit Opportunities Fund and Co-Head of Illiquid Credit. Prior to joining Carlyle, Mr. Popov was a Managing Director at HPS Investment Partners (f/k/a Highbridge Principal Strategies, “HPS”) from 20… Read full bio
Ben Radinsky
Managing Director, Director of Research, Lloyd Crescendo Advisors
Mr. Radinsky has 15+ years of investment experience and has negotiated, structured and serviced a total of US$550 million of funded transactions. Mr. Radinsky served as a Senior Investment Analyst at Platinum Partners Credit Opportunities Fund and Ba… 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
Richard Randall
Global Head of Debt Instruments, IFM Investors
Rich is responsible for the creation and management of IFM Investors' debt investments strategies and portfolios, and for the debt investments team globally. He also heads IFM Investors' North American debt investment business. Based in New York, Ric… Read full bio
Angela Rodell
CEO, Alaska Permanent Fund Corporation
Angela M. Rodell serves as the Chief Executive Officer of the Alaska Permanent Fund Corporation, having been selected in October of 2015 by APFC’s Board of Trustees. APFC is a state-owned corporation, based in Juneau, Alaska, that manages and invests… Read full bio
Shahab Rashid
Partner & Co-Founder, Private Credit, Adams Street Partners
Shahab is responsible for the build-out and expansion of Adams Street's private credit strategy by leading the firm's fundraising efforts, approving investment opportunities, and managing key relationships with general partners in North America and E… Read full bio
Candice Richards
Compliance Officer, MidOcean Partners
Candice Richards joined MidOcean Partners as a Compliance Officer in 2013. Previously, Mrs. Richards was a Compliance Officer at Gresham Investment Management LLC, a financial investment advisory firm. Prior to this, Mrs. Richards was a Compliance As… Read full bio
Brian Roelke
Chief Investment Officer, Kuvare
Brian leads the investment team at Kuvare. He has over 25 years of industry experience and was previously employed in the TIAA organization, most recently serving as Managing Director and Head of Nuveen Private Capital. In addition, Brian was a membe… Read full bio
Bill Sacher
Partner and Head of Private Credit, Adams Street Partners
Bill leads the investment, portfolio construction, and fundraising efforts of the Private Credit Team, and manages key relationships with general partners in North America and Europe. Prior to joining Adams Street, Bill was head of the US Private Deb… Read full bio
David Scopelliti
Global Head of Private Credit, Mercer
David Scopelliti is a highly experienced leader and investor specializing in the alternative investments - Private Credit & Private Equity with a track record in direct, co-investment and fund investing. He is also a proponent of (“ESG”) principl… Read full bio
Dwight Scott
Senior Managing Director and Global Head of GSO Capital Partners, Blackstone GSO
Dwight Scott is a Senior Managing Director and Global Head of GSO Capital Partners. Mr. Scott oversees the management of GSO and sits on the investment committees for GSO’s energy funds, performing credit funds and distressed funds. Prior to his curr… Read full bio
Karen Simeone
Managing Director, HarbourVest
Karen Simeone joined HarbourVest in 2018 to focus on private credit investments. Prior to joining the Firm, Karen spent eight years at TCW in the Direct Lending Group (formerly Regiment Capital’s direct lending team) where she was a managing director… Read full bio
Peter Sipsas
Managing Director, Head of Credit, Jensen Partners
Peter Sipsas is Managing Director and Global Head of Private Equity and Credit at Jensen Partners. In this leadership role, he oversees the firm’s expansion into investment professional recruitment. With over 13 years’ experience in retained executiv… Read full bio
John Slonieski
Director of Private Credit & Partner, Medalist Partners
John Slonieski is the Director of Private Credit and Partner for Medalist Partners, a $2.4 billion alternative investment manager focused on asset-backed private credit, structured credit, and CLOs. Previously, he was the Director of Private Credit f… Read full bio
David Spreng
Chairman, CEO & CIO, Runway Growth Capital
David founded Runway Growth Capital in 2015 and is a member of the firm's investment committee. David is a seasoned and respected Silicon Valley-based investment executive, with 27 years of experience as a venture capitalist and growth debt lender. A… 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
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
Toni Vainio
Partner, Pantheon
Toni is a Partner and member of Pantheon’s Global Credit Committee with 13 years of private markets experience. Toni is also a member of Pantheon’s European Investment Committee focusing on the monitoring and analysis of European primary investments.… Read full bio
Gaurang Vyas
Co-Founder and Chief Executive Officer, Rise Line Business Credit
Mr. Vyas is Chief Executive Officer of Rise Line, which he founded in partnership with LANDC Investment, Rise Line’s founding sponsor. Mr. Vyas was previously Managing Director and a founder at Enhanced Specialty Finance where he was responsible for… Read full bio
John Zito
Senior Partner, Deputy CIO of Apollo Credit, Co-Head of Global Corporate Credit, Apollo
Mr. Zito is a Senior Partner, Deputy CIO of Apollo Credit and Co-Head of the firm’s Global Corporate Credit business. He is the Senior Portfolio Manager of multiple fund products, including the Credit Strategies Fund, Apollo Accord Fund and certain G… Read full bio
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.
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2020 agenda
View each tab below to explore the 2020 two-day virtual agenda, packed with insightful panel discussions and keynote presentations. Interested in participating in the 2021 Forum? Contact Zakira Ralling at zakira.r@peimedia.com or +1 646 545 3321.
*Please Note: All session times listed are in the Eastern Time Zone*
View agenda page
Agenda
Day 1 - Tuesday 22nd
Welcome remarks
09:00 - 09:10
PEI welcome & chairwoman’s opening remarks
Joan Moh,
Michelle Noyes
Plenary sessions
09:25 - 10:00
Keynote leadership discussion
Jordan Stutts,
Rakesh Jain,
Susan Kasser, CFA
Moderator:
Jordan Stutts, Senior Writer, Private Markets, PEI
Panelists:
Rakesh Jain, Partner and the Global Head of Private Credit, Pantheon
Susan Kasser,CFA, Co-Head of Private Credit, Neuberger Berman
10:05 - 10:55
LP roundtable: Private debt in an institutional portfolio
Ken Kencel,
Scott Bevill,
Sheila Finnerty,
Brian Roelke
Which alternative lending strategies are performing well and why?
Moderator:
Ken Kencel, President and CEO, Churchill Asset Management
Panelists:
Scott Bevill, Senior Investment Officer- Global Income Strategies, Teachers’ Retirement System of the State of Illinois
Sheila Finnerty, Executive Managing Director, Credit Strategies, Liberty Mutual Investments
Brian Roelke, Chief Investment Officer, Kuvare
10:55 - 11:15
Networking break
- Please visit the PDI NY Exhibition Hall
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
General session
11:15 - 12:05
Opportunistic private credit
Jocelyn Lewis ,
Symon Drake-Brockman,
Kevin Griffin,
Theodore L. Koenig,
Sylvia Owens
- How do you protect yourself in a down market?
- Where is there protection from environmental and geo-political risks?
- Surviving a global crisis: How did COVID-19 hit private markets?
Moderator:
Jocelyn Lewis, Executive Director, Private Debt Strategy, Financial Services, IHS Markit
Panelists:
Symon Drake-Brockman, Managing Partner, Pemberton Asset Management
Kevin Griffin , CEO and CIO, MGG Investment Group
Theodore L. Koenig, President & Chief Executive Officer, Monroe Capital
Sylvia Owens, Managing Director, Global Private Credit and Real Assets Strategist, Aksia
12:10 - 13:00
Distressed debt, restructuring and workouts
Chad Dale,
Michael Chaisanguanthum ,
Brent Humphries,
Christopher J. Monigle
Moderator:
Chad Dale, Partner, Proskauer
Panelists:
Michael Chaisanguanthum,Head of Restructuring, Credit Suisse
Brent Humphries, President and Founding Member, AB Private Credit Investors
Christopher J. Monigle, Vice President, Wilmington Trust
13:05 - 13:35
Keynote leadership discussion: Lending in a time of crisis
Jordan Stutts,
David M. Brackett,
David Golub
Moderator:
Jordan Stutts, Senior Writer, Private Markets, PEI
Panelists:
David M. Brackett, President & CEO, Antares Capital
David B. Golub, President, Golub Capital
Midday break
13:35 - 14:00
Networking break
13:35 - 14:00
Monroe Capital VIP leadership think tank: Managing a middle market direct lending portfolio during a pandemic and the opportunity set looking forward
Theodore L. Koenig
- Conversation with Borrowers in a Pandemic: Revolvers & Delayed Draws
- Valuations & Leverage Facilities
- COVID Impact on Deal Flow
Facilitator: Theodore L. Koenig, President & Chief Executive Officer, Monroe Capital
13:35 - 14:00
Women's networking roundtable (invitation only)
Sylvia Owens,
Angela Rodell
General session
14:05 - 14:35
Keynote fireside chat
Dwight Scott,
Graham Bippart
Dwight Scott, Senior Managing Director and Global Head of GSO Capital Partners, Blackstone
Interviewed by: Graham Bippart, Editor, PEI
Breakout series
14:40 - 15:30
Track A | Real estate credit: near term challenges and long-term opportunities
Kyle Campbell,
Peter Plaut
- Return expectations and risk profiles for different types of real estate credit strategies
- Current availability of debt and financing for core and non-core assets
Moderator:
Kyle Campbell, Senior Reporter, PERE
Panelist:
Peter Plaut, Executive Director, Wimmer Family Office
kyle
14:40 - 15:30
Track B | Spotlight: Venture debt leadership discussion
Alastair Goldfisher,
Rob Pomeroy,
David Spreng
- How do you underwrite companies with no cash flow?
Moderator:
Alastair Goldfisher, Venture Capital Editor, PEI
Panelists:
Rob Pomeroy, Chairman and Chief Executive Officer, Horizon Technology Finance Corporation
David Spreng, Chairman, CEO& CIO, Runway Growth Capital
14:40 - 15:30
Track C | Direct lending
Jana Markowicz,
Jason Brown,
Milwood Hobbs Jr.,
Jay Ramakrishnan ,
Karen Simeone
- What are the key issues facing lenders in the face of a global pandemic?
- How are the deals changing? Where are the deals happening?
- What is driving the growth? How risky are the loans?
- Can non-bank lenders survive an economic slump?
- Is the direct lending market over-saturated, and how can managers continue to differentiate themselves from the competition?
- Which private credit strategies are accretive to a portfolio of middle market direct lending strategies?
Moderator:
Jana Markowicz, Partner, Head of Product Management and Investor Relations, U.S. Direct Lending, Ares Management
Panelists:
Jason Brown, Partner, Victory Park Capital
Milwood Hobbs Jr., Head of North American Sourcing & Origination, Oaktree Capital Management
Jay Ramakrishnan, Managing Director, Head of Originations, AB Private Credit Investors
Karen Simeone, Managing Director, HarbourVest
Afternoon break
15:30 - 15:45
Networking break
- Please visit the PDI NY Exhibition Hall
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
Breakout series
15:45 - 16:35
Track A | The shifting sands of the BDC market and middle market CLOs
Stephen Nesbitt,
Michele Kovatchis,
Armen Panossian
- Portfolio valuation marks
- Credit performance: Non-accruals and realized losses
- Dividends: Expecting cuts as earnings are pressured by weaker credit and lower rates
- Liquidity: material increase in revolver draws to historically high levels; Expecting to see some attractive investment opportunities as we move out of social distancing and terms and conditions have shifted in favor of the lender – but who has liquidity to deploy? How to balance new investments with supporting existing portfolio companies
- Leverage – with valuation marks, some BDCs are operating at-or-above longer-term leverage targets – how quickly can those come back down?
- Share Price – stocks have traded down significantly – yet some have announced dilutive rights offerings
Moderator:
Stephen Nesbitt, CEO, Cliffwater, LLC
Panelists:
Michele Kovatchis, Senior Managing Director, Antares Capital
Armen Panossian, Head of Performing Credit and Portfolio Manager, Oaktree Capital Management
15:45 - 16:35
Track B | Infrastructure debt
Peter Sipsas ,
Alfred Griffin,
Jeff Just,
Richard Randall
- Which subsectors are most attractive and why?
- What types of cash yields can investors expect?
Moderator:
Peter Sipsas, Managing Director, Head of Credit, Jensen Partners
Panelists:
Alfred Griffin, President, NY Green Bank
Jeff Just, Co-Founder & CEO, RadiantREIT
Rich Randall, Global Head of Debt Instruments, IFM
15:45 - 16:35
Track C | How to create a modern structured credit and fixed income portfolio
David Scopelliti,
Wynne Comer,
Gretchen Lam, CFA,
Tom Majewski,
Art Penn
- Risks: Interest rate, Inflation, Credit and Liquidity
- What advantages do CLOs offer over other structured products and credit assets?
Moderator:
David Scopelliti, Global Head of Private Credit, Mercer
Panelists:
Wynne Comer, Chief Operating Officer, AGL Credit Management
Gretchen Lam, CFA, Senior Portfolio Manager, Octagon Credit
Tom Majewski, Managing Partner & Founder, Eagle Point Credit Management
Art Penn, Founder & Managing Partner, PennantPark
Plenary sessions
16:40 - 17:15
Closing keynote discussion
Robin Blumenthal,
John Zito
Moderator:
Robin Blumenthal, Senior Reporter, Private Debt Investor
Panelist:
John Zito, Senior Partner, Deputy CIO of Apollo Credit, Co-Head of Global Corporate Credit, Apollo
Agenda
Day 2 - Thursday 23rd
Welcome remarks
08:55 - 09:00
PEI Welcome
Joan Moh
Joan Moh, Head of Event Production & Strategy- Americas, PEI
Plenary sessions
09:30 - 10:00
Keynote discussion | Investing in the lower middle market in an uncertain world – risky gamble or safe bet?
James H. Kirby,
Andy Thomson
10:05 - 10:35
Adams Street Partners keynote leadership discussion
John Bakie,
Shahab Rashid,
Bill Sacher
Adams Street Partners will discuss the current market outlook for private credit and portfolio positioning as the US economy heads into its’ first recession since the GFC. Bill Sacher and Shahab Rashid will discuss the virtues of middle-market private credit and why this is an attractive investment strategy for all seasons, and especially now.
Moderator:
John Bakie, News Editor, Private Debt Insider
Panelists:
Shahab Rashid, Partner & Co-Founder, Private Credit, Adams Street Partners
Bill Sacher, Partner & Head of Private Credit, Adams Street Partners
General sessions
10:35 - 10:50
Networking break
- Please visit the PDI NY Exhibition Hall
- Meet your co-attendees through the PDI “Meet your Match” meeting tool
10:50 - 11:40
Spotlight discussion: The evolution of the software market
Andy Thomson,
Pete Fisher,
Kristine Jurczyk
Moderator:
Andy Thomson, Senior Editor, Private Debt Insider
Panelists:
Pete Fisher, Director, Vista Credit Partners, Vista Equity Partners
Kristine Jurczyk, Co-Head of Vista Credit Partners, Vista Equity Partners
10:50 - 11:40
ESG in private debt and responsible lending
Jiří Król,
Chris Cox,
Ramin Kamali,
Antonella Napolitano,
Candice Richards
- Applying an ESG strategy across different debt instruments
- Conducting ESG diligence in credit with limited access to information, balancing rigor and flexibility for large portfolios
- ESG-focused CLOs: market opportunities and additional scrutiny
- How are your firms approaching ESG broadly? Racial and gender equality specifically?
Moderator:
Jiří Król, Global Head, Alternative Credit Council (AIMA)
Panelists:
Chris Cox, SMD, Chief Risk Officer, Churchill Asset Management
Ramin Kamali, Managing Director, Head of Research, Credit Suisse
Antonella Napolitano, Global Head of Investor Relations, Deerpath Capital Management
Candice Richards, Compliance Officer, MidOcean Partners
Breakout series
11:45 - 12:35
Track A | Specialty finance
Gaurang Vyas,
Avi Korn,
Ben Radinsky,
John Slonieski
What is the risk return profile of asset backed and specialty finance funds?
Moderator:
Gaurang Vyas, Co-Founder and Chief Executive Officer, Rise Line Business Credit
Panelists:
Avi Korn, Managing Director, KKR Credit
Ben Radinsky, Managing Director, Director of Research, Lloyd Crescendo Advisors
John Slonieski, Director of Private Credit & Partner, Medalist Partners
11:45 - 12:35
Track B | Private debt secondaries
Rod James,
Jeff Hammer,
Olga Kosters,
Toni Vainio
Moderator:
Rod James, Senior Reporter, Private Equity & Secondaries, PEI
Panelists:
Jeff Hammer, Global Co-Head of Secondaries, Private Markets, Manulife Asset Management
Olga Kosters, Head of Private Debt Secondaries, Tikehau Capital
Toni Vainio, Partner, Pantheon
Close of day 2
12:35 - 12:50
Networking break
12:50 - 13:25
Spotlight discussion featuring The Carlyle Group
Elina Gokh,
Lauren Basmadjian,
Alex Popov
Moderator:
Elina Gokh, Managing Director, Head of WSO Software, IHS Markit
Panelists:
Lauren Basmadjian, Managing Director and Senior Portfolio Manager, The Carlyle Group
Alex Popov, Co-Head of Illiquid Credit Strategies and Head of Carlyle Credit Opportunities, The Carlyle Group
13:35 - 14:15
To increase diversity in private debt, lead with the data
Sasha Jensen
Moderator:
Sasha Jensen, CEO, Jensen Partners
14:15 - 14:20
Chairwoman's closing remarks
Michelle Noyes
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 bio
14:30 - 17:00