Private Debt
Investor
Investor
New York Forum 2022
21 - 22 September 2022,
Convene, 117 W 46th St, New York
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-tanks, sector-focused breakout sessions, and fireside chats with industry leaders
Discussion topics include...
Special situations and distressed investing in today’s environment
The case for ESG in private credit
Staying above board: Due diligence & compliance
Direct lending: Protection for the future
The case for specialty finance: Navigating exposure
Diversity in private credit
2022 speakers
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
Previous LP attendees include:
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.
Very informative and well run, with an excellent roster of speakers and presenters.
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.
2022 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 GPs and investors allocating to private debt.
For information on available 2022 sponsorship opportunities, please contact Holly James at holly.j@peimedia.com or call +44 11 4551 3252.
2022 speakers
Have a topic you would like to discuss at the Private Debt Investor New York Forum 2022? Please contact Erin Wolfe at Erin.Wolfe@peimedia.com.
Paul Barker
Partner, ESG & Impact, Kirkland & Ellis
Paul is a partner in the Bay Area office of Kirkland & Ellis LLP and a member of the Firm’s ESG & Impact Practice Group, which advises some of the world’s most sophisticated private equity firms, corporations, and project sponsors and lenders… Read full bio
Nicole Byrns
MD, Americas Structured Credit and Financials, CPP Investments
Nicole joined CPPIB in 2019 and focuses on investment opportunities across the structured credit sector including CLOs, consumer finance, and specialty finance sectors. Prior to joining CPPIB, Nicole worked at Deutsche Bank’s Global Credit Trading gr… Read full bio
Jennifer Daly
Partner, Corporate, Finance and Investments, King & Spalding
Jennifer Daly is a partner and leads the Private Credit Special Situations team. Having previously held senior roles in the financial services and investment management sectors at Bank of America Merrill Lynch and distressed credit fund Avenue Capita… Read full bio
Christian Fuqua
Managing Director, Deputy Portfolio Manager, CBRE Investment Management
Christian Fuqua is a Managing Director within the Americas Credit Division for CBRE Investment Management and serves as Deputy Fund Portfolio Manager. In this role, he oversees the Americas Credit Division's operations, including the acquisitions and… Read full bio
Kevin Griffin
CEO & CIO, MGG Investment Group
Mr. Griffin founded MGG Investment Group in 2014 and is the CEO and CIO of the firm. Prior to launching MGG, Mr. Griffin was a Managing Director with Highbridge Principal Strategies, where he was a senior member of the Specialty Lending Platform and… Read full bio
Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Jennifer Hartviksen joined IMCO in 2020 and is responsible for the global credit asset class, a globally diversified portfolio of public and private credit assets across the risk spectrum. Previously, Jennifer spent over six years at Invesco Ltd wher… Read full bio
Carolyn Hastings
Managing Director, Private Credit Group, Bain Capital Credit
Carolyn Hastings is a Managing Director in the Private Credit Group at Bain Capital Credit, a leading global credit specialist with approximately $57 billion in assets under management. She is based in Bain Capital Credit’s Boston office and serves a… Read full bio
Rakesh (Rick) Jain
Global Head of Private Credit, Pantheon
Rick is a Partner and Global Head of Private Debt. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain Capital, a middle-market private credit manager, where he led the direct investment busines… Read full bio
Faraaz Kamran
Senior Partner, Twin Brook Capital Partners
As a Senior Partner and member of Twin Brook’s Investment Committee, Faraaz Kamran focuses on the firm’s healthcare portfolio and oversees the firm’s origination activity. Prior to joining Twin Brook, Faraaz was with Madison Capital Funding LLC, a wh… Read full bio
James Kirby
Founder & President, Deerpath Capital
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
John Kyles
Managing Director, Portfolio Advisors
John joined Portfolio Advisors in 2009 and is Head of the Credit Strategies team. Previously, he was a Director at Citigroup, where he spent eight years in the Private Equity Placements Group. While at Citigroup, he structured and executed private pl… Read full bio
Justin Lawrence
Partner, Private Credit, Adams Street Partners
Justin supports the Private Credit Team in all aspects of the decision-making process, including sourcing, structuring, reviewing, and negotiating deal opportunities. Prior to joining Adams Street, he was a Vice President at Ares Management LLC. In t… Read full bio
Chris Lund
Managing Director & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital LLC
Mr. Lund is a Managing Director and Co-Portfolio Manager of Monroe Capital’s institutional portfolios. He is responsible for managing the firm’s direct investing vehicles including commingled funds, separately managed accounts, and SBIC funds. He is… Read full bio
Kevin Magid
President, Audax Private Debt
Kevin Magid is President of Audax Private Debt, a leading debt capital partner with over $28 billion invested across more than 1,000 companies and over $21 billion in capital raised. Mr. Magid joined Audax Group in 2000 and has led Audax Private Debt… Read full bio
Derek Miller
Managing Director, Fitch Ratings
Derek Miller is a managing director at Fitch Ratings. He currently heads the U.S. Structured Credit group responsible for collateralized loan obligations (CLOs) and other structured credit ratings. The Structured Credit group assigns new issue CLO ra… Read full bio
Darius J. Mozaffarian
Partner & President, White Oak Global Advisors
Mr. Mozaffarian joined White Oak in May 2008, became Partner in 2010, joined the Investment Committee in 2014 and currently serves as President. His primary responsibility is to oversee the investment teams that are responsible for originating and st… Read full bio
Alex Popov
Head of Illiquid Credit Strategies, Carlyle
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
Jaime Prieto
Founding Partner, Kartesia
Jaime is a Founding Partner of Kartesia. In his role, Jaime is responsible for overseeing the management and development of the company, more particularly in relation to sourcing and trading. When founding Kartesia in 2013, Jaime had over 10 years of… Read full bio
Randy Reider
Managing Director, Sales, North America, Alter Domus
Randy joined the Alter Domus in 2015, and his primary responsibilities include business development and relationship management. He has over 25 years of experience in securitization, asset servicing and fund administration markets. Prior to joining A… Read full bio
Benjamin E. Rubin
Partner, Proskauer
Benjamin Rubin a partner in the Corporate Department and a member of the Private Credit Group. Ben focuses his practice on complex corporate finance transactions and represents an array of private credit providers, including private debt funds, BDCs,… Read full bio
Daniel Seale
Partner, Latham and Watkins
Daniel Seale is a partner in the New York office of Latham & Watkins and is Global Chair of the firm’s Banking Practice. Mr. Seale is a member of the Finance Department; the Banking, Capital Markets, and Private Equity Practices; and the firm’s S… Read full bio
Michael Suppappola
Partner, Proskauer
Mike Suppappola is a partner in the Private Funds Group who specializes in representing asset managers across the globe in all aspects of their business and operations, with a particular focus on fund formation and the structuring and execution of se… Read full bio
Pre-Event Resources
View agenda page
Agenda
Day 1 - Wednesday 21st
Welcome
08:00 - 09:00
Registration & welcome breakfast
09:00 - 09:05
PEI welcome
Erin Wolfe
Speaker:
Erin Wolfe, Senior Conference Producer, PEI
09:05 - 09:10
Chairperson's remarks
Opening keynote
09:10 - 09:40
State of the union for private credit 2022
Plenary sessions
09:40 - 10:20
Macro trends ahead: Weathering changes
- Main risk factors going into 2023
- The current state of the world’s markets as they pertain to civil unrest, Covid-19 concerns, the war in Ukraine, and the threat of additional Russian sanctions
- Fears around climbing interest rates and the effects of inflation
- Opportunities to generate alpha during periods of market dislocation
- Expansion by size, geography, and strategy
10:20 - 11:00
Direct lending: Protection for the future
- Supply and demand dynamics in the direct lending space
- Addressing concerns around profit margins due to inflation and rising interest rates and how best to protect your firm
- How underwriting changed post-pandemic to create more resilient strategies
- Key essentials to ensure capital preservation
Networking
11:00 - 11:30
Networking break
Plenary sessions
11:30 - 12:10
The case for ESG in private credit
- Loan structuring to encourage responsible behavior
- Innovative ways to link loans to ESG considerations
- Incorporating ESG considerations to assess risk metrics and thematic issues including climate change, net-zero commitments, energy transitions, resource availability, workforce practices, and inclusive growth
- Using data & ESG analytics
- Acquiring data and metrics to help meet LPs’ expectations for reporting
12:10 - 12:50
CLO discussion
- Advantages CLOs offer over other structured products and credit assets
- Collateralized loan obligations in the US vs Europe
- Managing the complexity of CLOs and leveraging technology
- Role of rating agencies
Lunch
12:50 - 13:50
Lunch
Breakout sessions
13:50 - 14:30
Track A | Staying above board: Due diligence & compliance
- Creation of a holistic risk management framework for private debt fund managers
- Understanding tighter SEC regulations surrounding disclosure of fees, advertising, and performance reporting
13:50 - 14:30
Track B | What’s next for real estate debt
- Overview of delinquency rates and the outlook for CRE property values with the continued work from home trend
- The future of commercial and retail space
- Current inflation concerns and interest rates in the public housing market
Breakout sessions
14:30 - 15:10
Track A | The evolution of ever-green/open-ended funds
- Background/overview on open-ended funds
- Challenges of closed-ended funds
- Benefits of staying invested
- Concerns from LPs that greater alignment and liquidity must be weighed against the risk of a unique fund structure to an investment committee and how to address that
14:30 - 15:10
Track B | Infrastructure debt: The Key to recovery
- With almost full year passed since the passing of the infrastructure bill, what have the effects been on the debt market?
- Yield trends across the asset class
- The importance of digital infrastructure and how its driving infrastructure debt growth
Networking
15:10 - 15:50
Networking break
Plenary sessions
15:50 - 16:30
Special situations and distressed investing in today’s environment
- Strategies to take advantage of unique opportunities for overleveraged companies
- LPs’ willingness to commit capital for future opportunistic investments
- Case studies on managing defaults and resolving issues
- Identifying which sectors and strategies are providing the most opportunities, whilst avoiding more vulnerable opportunities
16:30 - 17:10
Closing keynote
Post-conference
17:10 - 19:00
Networking reception
Agenda
Day 2 - Thursday 22nd
Pre-conference
08:00 - 09:00
Networking breakfast
Welcome
09:00 - 09:05
Chairperson’s remarks
Plenary sessions
09:05 - 09:35
Opening keynote
09:35 - 10:15
PDI Investment Committee: USA
Our PDI Investment Committee looks at three investment case studies from leading GPs across different regions in this unique interactive format.
Networking
10:15 - 10:45
Networking break
Plenary sessions
10:45 - 11:25
Diversity in private credit
- Addressing diversity during the hiring process and structuring a pipeline to attract diversified candidates
- Initiatives, programming, and standardization of policies to retain talent
- Diversity and inclusion oversight and reporting
11:25 - 12:05
The case for specialty finance: Navigating exposure
- Alternative credit strategies for strong capital protections
- The ability for compelling risk-adjusted returns
- Role of solutions-based financing, generally in support of economic development at state and local levels to help accelerate recovery
12:05 - 12:45
Secondaries: Creating opportunity
- Understanding key players and best practices for approaching the market
- Risk and benefit analysis of investing in secondaries
- Key concerns from LPs’ surrounding allocation and whether they play in the secondaries market
Post-conference
12:45 - 13:45
End of conference & lunch
Hotel & venue
Conference venue
Convene
117 W 46th St, New York, NY 10036
Hotel room block
Kimpton Muse Hotel
130 W 46th St, New York, NY 10036
All conference sessions will take place at Convene.
We have also reserved a room block at the Kimpton Muse Hotel for attendees at a discounted rate.* To reserve your room at the hotel, please use the link below (room block code is M77) or call reservations at 1-800-KIMPTON and mention the Private Debt Investor New York Forum.
* The group rate is only available until August 30, 2022
Covid-19 precautions
At the Private Debt Investor New York Forum 2022, we want to ensure you can safely network with industry peers and participate in the in-person learning experience. As part of our commitment to safety and per Convene’s policies and New York’s safety guidelines, we are requiring all attendees to be fully vaccinated against Covid-19.
To enter the Forum, guests must provide a photo ID and at least one of the following forms of proof of full vaccination against Covid-19:
- State/city digital vaccine pass (g., New York Excelsior pass)
- Digital copy of your Center for Disease Control vaccine card
- Hard copy of your Center for Disease Control vaccine card
- International attendees can bring either a digital or hard copy of their official vaccination record for a Covid-19 vaccine administered outside the United States, including AstraZeneca/SK Bioscience, Serum Institute of India, COVISHIELD, Vaxzevria, Sinopharm, or Sinovac
We will NOT be accepting PCR tests, rapid tests, or one dose of Pfizer or Moderna. Masks are optional but recommended. PEI will be providing PPE including disposable masks, Clorox wipes, and hand sanitizer onsite.
Covid-19 policies are subject to change.
Questions
If you have any questions or concerns, please do not hesitate to reach out to our customer service team at +1 212 645 1919 or customerservices@peimedia.com.