The premier private debt event in North America

On September 22-23 the Private Debt Investor New York Forum will bring together senior professionals engaged in the continued expansion of private debt as an asset class for a live and interactive virtual conference. The Forum enters its eighth successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.

Attend the Private Debt Investor NY Virtual Forum to:

  • Engage with private debt professionals and institutional investors to cultivate new business relationships
  • Hear how firms are differentiating themselves in this highly competitive and dynamic market
  • Debate on best practices and return strategies across the private debt and credit asset class
  • Participate in a wide range of impactful discussions in various formats that include off-the-record think-tankssector focused breakout sessions and fireside chats with industry leaders

Why attend?

Hear from top performing private debt managers in live interactive discussions

Utilize PDI’s virtual platform meeting tool to schedule 1-on-1 virtual meetings with institutional investors and fund managers

Participate in invitation-only think tanks to share best practices and industry concerns

Tailor your PDI virtual experience by customizing your personal profile and agenda

Visit our virtual networking rooms to exchange information with globally recognized service providers, fund managers, and associations

Access the platform two weeks prior to the event and begin networking with fellow event attendees

2021 confirmed speakers

Taylor Boswell
Chief Investment Officer of Carlyle Direct Lending
The Carlyle Group

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

Sengal Selassie
CEO and Founder

Jordan Stutts
Senior Reporter
Private Markets

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.

Download the 2020 PDI New York Virtual Guide


The 2020 virtual guide includes:

» Networking opportunities: Gain early access to the virtual platform and begin networking with event attendees. Add attendees to your want to meet list and setup private, face to face video meetings.

» Virtual platform features: The virtual platform includes live panel discussions with a Q&A, virtual networking rooms with sponsors, on demand access to select sessions for 12 months, and much more. 

» Preliminary attendee list: View the companies to registered to attend including Aflac Global Investments, CPP Investment Board, MassMutual, Prudential, PSP Investments, and more.

2020 attendees included

View the preliminary attendee list from the 2020 Forum. Book your place today to increase your visibility to LPs allocating to private debt.
Aflac Global Investments
Apolis SAM
Bessemer Trust
The Carlyle Group
Cambridge Associates
Capital One
CPP Investment Board
Iwp Family Office
Joint Industry Board of the Electrical Industry
Korea Post
La Capital Financial Group
Liberty Mutual Investments
Loyalty Alliancd
Neuberger Berman
NXT Capital
PSP Investment
Royal Bank of Canada
Stable Asset Management
State of NJ Treasury Dept- Division of Investment
Swiss RE
Thoma Bravo
University of California
Goldman Sachs
Wilshire Associates
Wimmer Family Office

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…

Read full testimonial

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.

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

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
  • 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

As we navigate the current global health crisis, we continue to offer the private debt community a Forum to engage, learn, and network. PDI will deliver the same first class dynamic content and peer networking opportunities through our virtual platform.

Join us on September 22-23 for a virtual experience exploring a broad spectrum of private credit strategies across the capital structure including senior secured loans, subordinated debt, distressed, special situations, niche strategies, real estate, infrastructure and more.

Watch our video guide for a preview of what to expect

Explore the virtual experience

1-on-1 networking

Utilize PDI’s virtual meeting tools to schedule private face to face video meetings with institutional investors and fund managers

High quality content

Hear impactful panel discussions and keynote presentations from top performing private debt managers

A customized experience

Tailor your PDI virtual experience by customizing your personal profile and agenda

On-demand access

Receive access to select sessions up to one year post-event anytime, anywhere



Network and build key relationships

Network at any time throughout the two day PDI New York virtual Forum. Take advantage of our virtual meeting tools by sending a message or scheduling a face to face video meeting with Forum attendees.

  • Early access to the platform: Get a jumpstart on your PDI virtual experience when the platform opens Tuesday, September 8. Customize your own individual profile and personal agenda and begin browsing through fellow attendee and speaker profiles.
  • “Want to meet” list: Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face to face 25 minute video meeting will be scheduled and added to both attendees’ personal agendas.
  • Search, send, and schedule features: Search attendee profiles, send fellow attendees a message, and schedule a private, face to face video meeting anytime during the conference. Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc.

Hear directly from the leaders in private debt

Through the integrated Zoom platform, participate in a wide range of impactful discussions in various formats that include invitation only think-tanks, sector focused breakout sessions and keynote fireside chats with industry leaders.

Platform highlights:

  • Live panel discussions with live audience Q&A
  • Create a personalized schedule by adding select sessions and face to face virtual meetings to your customized agenda “My Agenda”
  • Networking meeting tools
  • Interactive discussion boards
  • Automated reminders
  • On-demand playback access to select sessions for up to 12 months




Meet with globally recognized service providers, fund managers, and associations

Learn more about our event sponsors and partners in the virtual networking rooms. The virtual networking rooms can be accessed at anytime and there you can:

  • Live chat with sponsors
  • Easily request information
  • Access additional resources materials available


The virtual PDI New York Forum will connect you with the leaders in the private debt community providing a place to engage, learn, and network.

Network at any time throughout the two day PDI New York virtual Forum. Take advantage of our virtual meeting tools by sending a private message or scheduling a face to face video meeting with Forum attendees.


Amplify your networking


Early access to the virtual platform

Gain access to the virtual platform two weeks before the event. Customize your own individual profile and personal agenda. Begin browsing through fellow attendee and speaker profiles.

Get a jumpstart on your PDI virtual experience when the platform opens Wednesday, September 8.

“Want to meet” list

These 25-minute video meetings are set-up through an auto scheduler based on mutual selection during the designated meeting times.

Attendees can add fellow attendees to their “want to meet” list; once two people have both added each other to their individual lists a private, face to face video meeting will be scheduled and added to both attendees’ personal agendas.

Search, send, and schedule features

Search attendee profiles, send fellow attendees a message, and schedule a private, face to face video meeting anytime during the conference. Meetings will take place as private, face to face video meetings.

Use the built-in search function to filter the list of attendees based on selected criteria such as fund type, sector focus, strategy, AUM, etc. Join your private meetings through your personalized agenda.

The 2020 Forum data pack

2020 speakers


Interested in speaking at the 2021 Forum? Please contact Kellie Green at

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 The Carlyle Group

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 Teachers' Retirement System of the State of Illinois

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 Private Debt Investor

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 Campbell is a senior reporter for PERE, PEI Media’s global magazine and website for private real estate investment. Based in New York, he leads coverage of the Americas with a focus on investors in the US and Canada. Before joining PERE in fall… Read full bio

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 AGL Credit Management

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 Proskauer

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
Synon Drake-Brockman Pemberton

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 Liberty Mutual Investments

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 Vista Equity Partners

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 PEI Media

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 Jensen Partners

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 Vista Equity Partners

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 Credit Suisse

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 Neuberger Berman

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 KKR Credit

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 Tikehau Capital

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 Octagon Credit

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 IHS Market

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 Ares Management

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 Deerpath Capital

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 Cliffwater LLC

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 Oaktree Capital

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 PennantPark Investment Advisers

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 Horizon Technology Finance Corporation

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 Kuvare

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 Jensen Partners

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, Medalist Partners

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, Private Debt Investor

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
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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

2021 preliminary agenda

View each tab below to explore the preliminary 2021 two-day virtual agenda, packed with insightful panel discussions and keynote presentations. Interested in participating in the 2021 Forum? Contact Kellie Green at

*Please Note: All session times listed are in the Eastern Time Zone*

Day 1 Day 2
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Day 1 - Wednesday 22nd

Welcome remarks
09:00 - 10:00

Closed door invitation only Think Tank

LP and GP Think Tanks

10:15 - 10:25

PDI Welcome

Michelle Noyes

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

A speaker photo for Michelle Noyes

Michelle Noyes

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

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Plenary sessions
10:30 - 11:15

Keynote Fireside Chat

11:20 - 12:15

LP roundtable discussion

Networking break
12:15 - 12:30

Networking break

  • Meet your co-attendees through the PDI “Meet your Match” meeting tool
Plenary sessions
12:30 - 13:25

The strength of private credit

13:30 - 14:10

Spotlight discussion featuring Brightwood Capital Advisors

Jordan Stutts

CEO & Founder of Brightwood Capital Advisors, Sengal Selassie will sit with PEI’s Jordan Stutts to discuss the firm’s strategic approach to seeking alpha in mid-market direct lending, while supporting US based companies.

A speaker photo for Jordan Stutts

Jordan Stutts

Senior Reporter, Private Markets

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Breakout series
14:20 - 15:10

Track A | Real estate debt

14:20 - 15:10

Track B | Infrastructure debt investment highlisths

  • Renewable solar and evolving energy efficiency
  • Digital infrastructure
14:20 - 15:10

Track C | Private debt secondaries

The private debt secondaries market continues to grow. What are the new opportunities emerging?

Networking break
15:10 - 15:25

Networking break

Plenary session
15:25 - 16:00

Keynote leadership discussion

16:05 - 17:00

Direct lending

  • What specific direct lending strategies are more attractive in a challenged economic environment?  What about in a recovering economy?
  • Has your valuation process or procedures changed at all as a result of the pandemic?
  • What types of returns can investors expect from this asset class?  Have the expectations changed? Should they be higher or lower than they were a year ago?


Day 2 - Thursday 23rd

Woman's roundtable
09:00 - 10:00

Closed door session

Plenary sessions
10:05 - 10:40

Keynote CIO leadership discussion

10:45 - 11:35

ESG focus

A forward-looking conversation discussing sourcing/screening, monitoring/engagement and how debt and equity providers can collaborate on ESG during the due diligence process.

  • Approaches to ESG management
  • ESG integration in the underwriting process
  • Standardization
Networking break
11:35 - 11:45

Networking break

  • Meet your co-attendees through the PDI “Meet your Match” meeting tool
General sessions
11:45 - 12:35

Middle market CLOs

  • What advantages do CLOs offer over other structured products and credit assets?
12:40 - 13:30

Stressed, distressed and special situations

  • Post pandemic portfolio performance
13:30 - 13:35

Chairwoman's closing remarks

Michelle Noyes
A speaker photo for Michelle Noyes

Michelle Noyes

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

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