Jennifer Hartviksen
Managing Director - Global Credit, Investment Management Corporation of Ontario (IMCO)
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 ninth annual Private Debt Investor New York Forum is back in person for 2022. Join hundreds of asset managers, investors, and other private debt professionals for a two-day forum packed with exclusive panels, thought-provoking breakout sessions, and extensive networking opportunities.
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
- Discuss best practices and return strategies across the private debt and credit asset classes
- 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
Explore the benefits of attending
What can you expect at the forum?
Gain insights you can’t find anywhere else
Hear from experienced panelists eager to share their wealth of knowledge about the private debt asset class. Gain insight into various private debt-related topics, including direct lending, secondaries, real estate, specialty finance, and more.
Connect with private debt professionals
Benefit from conversations with private debt experts about emerging opportunities and tips for securing capital within the asset class. Network in-person during networking breaks, an evening drinks reception, think tank breakfasts, and more.
Expand your investor network
Take advantage of the unique opportunity to meet with and hear from the growing list of institutional investors attending the forum. Plus, have meaningful discussions with investors about allocating to private debt and what they look for from GPs.
Find out what topics will be discussed
Key agenda themes
- Macro trends: Inflation, world markets, and more
- Direct lending: What’s new?
- The case for specialty finance: Navigating exposure
- Special situations and distressed investing in today’s environment
- Sustainability-linked loans, metrics, risk assessments, and ESG considerations
- Diversity & inclusion in the private credit industry
- Opportunities in the secondaries market
- Real estate debt
- Infrastructure debt
- And more!
View the private debt experts speaking at the forum
Featured speakers
Browse the 2022 attendee list
Network with your peers in the private debt space
See what past attendees are saying about the forum
Testimonials
Kurt Bock
Chief Executive Officer, Country Financial
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…
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.
Kurt Bock
Chief Executive Officer, Country Financial
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.
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 on available sponsorship opportunities, please contact Holly James at holly.j@peimedia.com or call +44 (0) 114 551 3252.
2022 sponsors
2022 speakers
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
Mark Basile
Partner, Senior Portfolio Manager, Credit & Capital Markets, Veritas Capital
Prior to joining Veritas in 2017, Mr. Basile was a Director at KKR, where he focused on capital markets transactions and private credit investments across a range of industries. Prior to KKR, Mr. Basile worked at Barclays Capital in both the Leverage… Read full bio
Zak Bentley
Americas Editor, Infrastructure Investor
Zak Bentley is Americas editor at Infrastructure Investor, based in New York. Zak joined Infrastructure Investor in London in 2016 from Centaur where he was a reporter at their Clean Energy Pipeline title. He now leads Infrastructure Investor’s cover… Read full bio
Zoe Bernstein
Consultant, Egon Zehnder
Zoe Bernstein, based in New York is active in Egon Zehnder's Financial Services and Private Equity practices, where she draws on her passion for people and problem solving for all of her client work. Before joining Egon Zehnder, Zoe was the Director… Read full bio
Fran Blair
Managing Director, Credit Investments, PSP Investments
Fran Blair is Managing Director, Credit Investments at the Public Sector Pension Investment Board (PSP Investments). He heads PSP Investments’ Distressed Credit and Rescue Finance direct investing business and is responsible for debt financing in com… Read full bio
Ari Blaut
Partner and Co-Head of U.S. Credit and Leveraged Finance, Sullivan and Cromwell
Ari Blaut is a partner in S&C’s Finance & Restructuring Group and is co-head of the Firm’s U.S. Credit & Leveraged Finance practice. Ari maintains a broad corporate practice advising clients on a wide range of financing transactions. Ari… Read full bio
Robin Blumenthal
Americas Editor, Private Debt Investor
Robin Goldwyn Blumenthal is the Americas Editor at Private Debt Investor. She spent many years covering the public markets, including 20 years as a senior editor at Barron’s magazine, where she presaged the US housing collapse and the 2008 financial… Read full bio
Paul Bonewitz
Partner, Latham & Watkins LLP
Paul Bonewitz serves as Global Vice Chair of the firm’s Finance Department. He is a member of the Banking, Capital Markets, and Private Equity Finance Practices. He represents investment banks, direct lenders, and other financial institutions in a wi… Read full bio
Laurent Bouvier
Managing Partner, Kartesia
Laurent is a Founding Partner of Kartesia. In his role, Laurent is responsible for overseeing the management and development of the company, more particularly in relation to fundraising and investor relations. When founding Kartesia in 2013, Laurent… Read full bio
William Brady
Partner, Head of Alternative Lender Practice, Paul Hastings LLP
William Brady is Head of the firm’s Alternative Lender and Private Credit Group, focused on the global private credit market. He is also a member of the Special Situations Group at Paul Hastings. Mr. Brady is based in the firm’s New York office. Mr.… 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
Jorge Camina
Partner, Head of Sustainable Infrastructure Credit, Denham Capital
Mr. Jorge Camiña, New Jersey. Mr. Camiña is a Partner and Head of Sustainable Infrastructure Credit. Jorge brings over 20 years experience in project finance and investment management, having held senior positions at both Allianz Global Investors and… Read full bio
Greg Cashman
Head of Direct Lending, Golub Capital
Mr. Cashman joined Golub Capital in 1996 and heads the Firm’s Direct Lending business. He is responsible for overseeing origination, deal execution and capital markets. Mr. Cashman is a member of the Firm’s Investment and Watchlist committees and is… Read full bio
Matt Chuchla
Partner, Quantum Energy Partners
Matt is a Partner at Quantum and co-founded Quantum’s credit & structured capital complex, Quantum Capital Solutions. Prior to joining Quantum, Matt spent 12 years with the energy investment banking group of Jefferies, most recently as a Senior V… Read full bio
Ed Cong
Principal and Managing Director, Marathon Asset Management
Ed Cong is a Principal and Managing Director in Marathon's Structured Credit Group and a Member of Marathon’s Executive Committee, Investment Committee and Diversity and Inclusion Council. Mr. Cong is responsible for portfolio construction, asset all… Read full bio
Blake Counard
Managing Director, U.S. Direct Lending Portfolio Management, LBC Credit Partners
Blake Counard is a Managing Director within the Portfolio Management Group at LBC Credit Partners, the U.S. direct lending strategy of CIFC Asset Management. At LBC, Blake oversees the firm’s restructuring activities, structures and negotiates comple… Read full bio
Jennifer Daly
Partner, King & Spalding
Jennifer Daly is a partner at King & Spalding and leads their 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… Read full bio
T.J. Durkin
Head of Structured Credit, Angelo Gordon
T.J. Durkin joined Angelo Gordon in 2008 and is a Managing Director, a member of the firm’s Advisory Board, Executive Committee and Head of the firm’s Structured Credit Platform. Mr. Durkin serves as co-Portfolio Manager of Angelo Gordon’s structured… Read full bio
Cesar Estrada
Private Markets Segment Head, Arcesium
Cesar is responsible for overseeing Arcesium's application of its core competencies in data integration and harmonization to the investment lifecycle of managers in private debt, real estate, and infrastructure. Previously, he served as Senior Managi… Read full bio
Marianna Fassinotti
Managing Director, The D.E. Shaw Group
Marianna Fassinotti is a managing director based in the D. E. Shaw group's New York office and head of the Private Credit investment unit. Prior to joining the firm in 2015, Ms. Fassinotti was a managing director at Siguler Guff & Company, LP, co… Read full bio
Patrick Fear
Managing Director, AB Private Credit Investors
Patrick Fear joined AB in 2014 as a founding member and Managing Director of AB Private Credit Investors. He is a member of the investment committee and leads the team’s investments in digital infrastructure and services. Fear is also responsible for… Read full bio
Christopher Flynn
President, First Eagle Alternative Credit
Christopher Flynn is president of First Eagle Alternative Credit, overseeing all aspects of the business. Chris became part of First Eagle in 2020 upon the firm’s acquisition of THL Credit, where he had been chief executive officer. Chris joined THL… 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
Michelle Handy
Managing Director, Head of Portfolio and Underwriting, First Eagle Alternative Credit
Michelle Handy is a managing director and the head of portfolio and underwriting on First Eagle Alternative Credit’s Direct Lending platform. She also serves as a member of the direct lending investment committee and FEAC’s operating committee. Miche… 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
Tas Hasan
Partner, Deerpath Capital Management
Mr. Hasan is a Partner and Chief Operating Officer at Deerpath Capital. He joined the Investment Manager in 2007 and has 21 years of industry experience. He previously was on the credit investment team at Dune Capital and, prior to that GSC Group, wh… 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
Brent Humphries
President, 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 chairing the investment committee, fundraising, investor re… Read full bio
Rakesh (Rick) Jain
Global Head of Private Credit, Pantheon Ventures
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
Kenneth Kencel
President & CEO, Churchill Asset Management
Ken serves as President and CEO of Churchill Asset Management, an affiliate of Nuveen, the asset manager of TIAA. He also serves as Chairman of the Board, President and CEO of Nuveen Churchill Direct Lending Corp., Churchill’s publicly registered bus… Read full bio
Shamafa Khan
Managing Director, Head of Marketing & Investor Relations, Crayhill Capital Management
Ms. Khan is a Managing Director and Head of Marketing & Investor Relations at Crayhill Capital Management, a specialized private credit manager focused on asset-based investments. Ms. Khan joined Crayhill in 2017. Prior to joining Crayhill, Ms. K… Read full bio
John Kyles
Managing Director, Head of the Credit Strategies, 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
Jess Larsen
Founder & CEO, Briarcliffe
As private markets have grown beyond $10 trillion and become more competitive than ever with more than 1,700 placement agents, Jess saw the need for a specialized approach to placement services. Within a year of launching Briarcliffe, he has built a… Read full bio
Kevin Lawi
Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investment Group, Credit Suisse Asset Management
Kevin Lawi, Managing Director, is the Private Credit Portfolio Manager and Head of Origination of the Credit Investments Group (CIG) within Credit Suisse Asset Management. He joined CIG in 2021 to lead the origination and structuring of transactions… 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
Jonathan Leu
Principal, Coller Capital
Jonathan is a Principal based in the firm’s New York office. Prior to joining Coller Capital in 2018, Jonathan was a Vice President in the Principal Finance team at Macquarie Group. Previously, he worked as an Associate in Credit at KKR. Jonathan has… Read full bio
Jeff Levin
Managing Director & Co-Head of Private Credit, North America, Morgan Stanley
Jeff Levin is a Managing Director of Morgan Stanley and is the Co-Head of Morgan Stanley’s North America Private Credit team, where he serves on the Investment Committee and is the Portfolio Manager and the Head of Direct Lending. Mr. Levin rejoined… Read full bio
Jeremiah J. Loeffler
COO, Credit, Crestline Investors
Mr. Loeffler joined Crestline in 2010. He heads operations for the Credit & Opportunistic Strategies platforms. Prior to joining the firm, Mr. Loeffler spent 5 years with Maverick Capital, Ltd. leading the internal audit function and working on s… 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
Treabhor Mac Eochaidh
Executive Director, Head of Debt Services, MUFG Investor Services
Treabhor brings unique insight into how to service direct lending funds and manage loan services. Treabhor is responsible for Direct Lending, Syndicated and Distressed Loan Administration. He joined MUFG Investor Services from Citco where most recent… Read full bio
Kevin Magid
President, Audax Private Debt
Kevin Magid is President of Audax Private Debt, a leading debt capital partner with over $31 billion invested across more than 1,060 companies and over $25 billion in capital raised. Mr. Magid joined Audax Group in 2000 and has led Audax Private Debt… Read full bio
Jason Melser
Director, Head of North American Private Credit Marketing, Origination & Capital Solutions, First Avenue
Jason currently leads Private Credit Marketing, Origination and Capital Solutions in North America for First Avenue. Prior to joining First Avenue in 2022, Jason worked at Bridgepoint Credit, where he led the Business Development and Capital Formatio… Read full bio
Rich Melville
Editorial Director, US, PEI Media
Rich is an editorial leader with more than 25 years of experience in financial journalism. In his role at PEI Media, he leads the editorial teams for a group that includes Private Equity International, Buyouts, PE Hub, Venture Capital Journal, Privat… Read full bio
Nick Meserve
Managing Director, Private Credit, Main Street Capital
Nick Meserve is a Managing Director at Main Street Capital and runs their Private Credit investment team. Since joining Main Street in 2012, Mr. Meserve’s responsibilities include managing a portfolio of private credit investments. He is also respons… Read full bio
Christopher Mikosh
Portfolio Manager, Co-Founder, Tor Investment Management
Christopher Mikosh is Portfolio Manager and Co-Founder for Tor Investment Management, a leading alternative credit manager focused on the Asia-Pacific markets with over $2 billion under management. Chris has over 25 years of direct credit investing a… 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 & Co-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
Matthew Murphy
Partner, Paul Hastings LLP
Matthew M. Murphy is a partner in the Corporate department at Paul Hastings and is based in the firm’s Chicago office. He advises a variety of clients in complex business reorganizations, debt restructurings and troubled company M&A. Mr. Murphy assis… Read full bio
Sandro Näf
Co-Founder, Capital Four
Sandro Näf is a Co-Founder of Capital Four. He joined from Nordea Investment Management, where he was responsible for the European High Yield business, which he initiated in 1999. Prior to that, Sandro worked with Credit Suisse in New York (f/k/a BEA… Read full bio
Gopal Narsimhamurthy
Managing Director, Head of North American Funds, KBRA
Gopal Narsimhamurthy is a Managing Director within the Funds Rating Group at KBRA. Gopal has been with KBRA since 2014 and has worked across a number of analytical areas including structured finance, public finance, and project finance. From Septembe… Read full bio
William Needham
Managing Director, KKR Credit
William Needham joined KKR in 2014 and is a Managing Director of KKR Credit. He leads KKR's corporate restructuring and governance efforts across the European Private Credit and Special Situations strategies. Mr Needham currently sits on the boards o… Read full bio
Tim Nest, CFA
Head of Private Credit, Aksia
Tim is Head of Private Credit and has over 22 years of experience in alternative investments with a primary focus in private markets and credit. He oversees the global private credit investment research platform and works with a broad group of global… Read full bio
Michelle Noyes
Managing Director, Head of Americas, 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 December 2017. Prior to AIMA, Michelle was Head of International Sales and Investor Relations for BRZ Investiment… Read full bio
John Pavelski
Managing Director, Co-head of North America for the Carlyle Credit Opportunities Fund, Carlyle
John Pavelski is a Managing Director and Co-head of North America for the Carlyle Credit Opportunities Fund focusing on structured equity and special situations investment opportunities. He is based in New York. Prior to joining Carlyle, Mr. Pavelski… Read full bio
Hallie Ransone
Portfolio Manager, Private Credit, Liberty Mutual Investments
Hallie Ransone joined the Global Fixed Income team at Liberty Mutual Investments in 2020 where she leads the Private Credit business as a Portfolio Manager. Her responsibilities include developing and driving the platform's originations strategy, ove… Read full bio
Prath Reddy
President, Percent
Prath Reddy is the President of Percent. He has over 12 years of experience in financial services, primarily within investment banking. Prior to joining Percent, Prath was a Director at UBS Investment Bank within their Debt Capital Markets group base… Read full bio
Neil Prunier
Senior Director, Industry Affairs, Institutional Limited Partners Association (ILPA)
Neal Prunier, Senior Director, Industry Affairs at the Institutional Limited Partners Association (ILPA) is responsible for the continuing evolution and expansion of ILPA’s advocacy work and standards + best practices to help ILPA provide impactful s… Read full bio
Mary Rooney
Managing Director, J.P. Morgan Private Bank
Mary Rooney is a Managing Director at J.P. Morgan Private Bank. She heads due diligence and manager selection for Alternative Credit, ranging from liquid, absolute return, private credit to distressed/special situations strategies. Prior joining J.P.… Read full bio
Samantha Rowan
Editor, Real Estate Capital USA
Samantha Rowan is the editor of Real Estate Capital USA, a PEI Media publication which sits alongside Real Estate Capital Europe and PERE. Prior to joining PEI, Sam was the editor of publications that included Real Estate Finance & Investment, Se… 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
Tim Ruxton
Managing Director, Credit & Structured Products, Alter Domus
Tim joined Alter Domus, then Cortland Capital Market Services, in 2013, co-managing the Credit & Structured Products teams. He now acquires new business and manages existing client relationships within the business development group. Prior to joi… Read full bio
Caroline Sandberg
Partner, Fried Frank
Caroline Sandberg is a partner in the Corporate Department and the Finance Practice, resident in New York. She joined the Firm in 2006. Ms. Sandberg represents lenders, private and public companies and private equity sponsors on a wide variety of fin… Read full bio
Orhan Sarayli
Managing Director, Head of North America, Barings
Orhan Sarayli is a member of Barings' Global Infrastructure Group. He is responsible for originating, structuring and underwriting a wide variety of infrastructure debt transactions. Orhan has over 24 years of experience in project finance. Prior to… Read full bio
Paul Saunders
Head of Americas, Private Debt Business Development & Investor Relations, Partners Group
Paul Saunders leads private debt business development and investor relations in the Americas. He has 14 years of industry experience. Prior to Partners Group, he worked as a Product Specialist at BlackRock in their Global Credit Team. In this role he… Read full bio
Karen Simeone
Managing Director, Boston HarbourVest
Karen Simeone joined HarbourVest in 2018 and focuses on investments in senior and junior private credit transactions. Throughout her career, Karen has managed all aspects of the private credit investment process including sourcing, evaluating, struct… Read full bio
Mitch Soiefer
Partner and Head of Lender Finance, SLR Capital
Mitch is a Partner and Head of SLR's Lender Finance vertical. Mitch joined SLR in 2009, and focuses on originating, underwriting and structuring both debt and equity transactions in SLR's specialty finance businesses as well as managing existing inve… 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
Leslie Vargas
Portfolio Manager, Resolution Life
Leslie is a Portfolio Manager at Resolution Life US in New York. Leslie manages investments and executes the investment strategy across the asset class spectrum with a focus on private assets and alternatives and leverages relationships with third-pa… Read full bio
Scott A. Yedid
Senior Managing Director, Cerberus Capital Management
Mr. Yedid joined Cerberus in 2008. Mr. Yedid is the head portfolio manager for Cerberus’ global residential investments in mortgage credit, across whole loans and securities. During his 14+ year tenure at Cerberus, Mr. Yedid has invested across a bro… Read full bio
Jennifer St. John Yount
Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP
Jennifer St. John Yount is the chair of the Paul Hastings Finance and Restructuring practice and is based in the firm’s New York office. Her practice primarily consists of representing direct lenders, finance companies, alternative and specialty lend… Read full bio