The premier private debt event in North America

The 11th annual Private Debt Investor New York Forum will return on September 17-18 to a brand-new venue at the New York Hilton Midtown.

Connect with 100+ of North America’s leading investors, including CalSTRS, IMCO, Liberty Mutual, MassMutual, OTPP, and many more to:

  • Understand where Investors are looking to allocate capital
  • Find out what they are looking for in a manager in the current macroeconomic environment
  • Gain actionable insight into strategies and best practice for enhancing returns

Secure your place today.

Last chance to secure your place

Book now

100+ of North America’s leading investors including:

“Private debt markets have looked to diversify over the past year amid weak fundraising and M&A volumes. Mainstream direct lending has taken a back seat as lenders seek out new niches, with specialty finance, distressed debt and real estate among the favored sectors, according to Private Debt Investor.

To explore these new opportunities, join us at the Private Debt Investor New York Forum this September. It is a prime opportunity for fund managers to connect with investors and discuss the latest trends seen in the market. Start diversifying so you can capture the best opportunities in the region. Book now and secure your place alongside 400+ attendees.”

Graeme Kerr
Head of Special Project
Private Debt Investor

2024 Keynotes

 

An economist’s viewpoint: A discussion with Swiss RE Institute

Swiss Re Institute shares what you need to know about the macroeconomic changes shifting the North American private debt landscape.

Thomas Holzheu, chief economist of Americas at Swiss Re Institute dissects the trends shaping private debt markets in North America with PE Hub’s editor-in-chief, Mary Kathleen (MK) Flynn.

View agenda


Andy Thomson (Left), Senior Editor, Private Debt Investor
Steven Meier (Right), Chief Investment Officer and Deputy Comptroller, New York City Comptroller’s Bureau of Asset Management

An LP perspective: A discussion with the New York City Comptroller’s Bureau of Asset Management

Join Steven Meier, Chief Investment Officer and Deputy Comptroller at the New York City Comptroller’s Bureau of Asset Management, who currently oversees the five pension systems that compose the New York City retirement systems. He will share his perspective on investment and allocation strategies in private debt alongside Andy Thomson, Senior Editor, at Private Debt Investor.

View agenda

 

The Road Ahead: Trends and Outlook in Private Credit

Explore deal opportunities and the risk landscape, and understand where we are in the cycle regarding BSL versus private solutions. Discover new market dynamics impacting your portfolio growth with Golub Capital, HPS, and Cliffwater to guide your firm in making strategic decisions.

Download the agenda to learn more about the key discussion points they will discuss during the session.

View agenda

Tia Malhotra(Middle), Managing Director, Golub Capital
Grishma Parekh(Left), Managing Director, Co-Head of North American Core Senior Lending, HPS
Moderator: Fran Beyers(Right), Portfolio Manager, Cliffwater

Two days worth of networking and connections

Expand your investor network

Make valuable connections with investors and discuss their top considerations when allocating to private debt.

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Exchange ideas with your peers

Have meaningful conversations with private debt experts about top return strategies and best practices for securing capital.

Explore new trends in private debt

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

Key agenda themes for 2024

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

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

2024 speakers include:

View all speakers
View all speakers

Apply for a complimentary institutional investor pass

Complimentary passes are available for eligible allocators and institutional investors to join the event.

To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, foundation, endowment, trust, family office, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

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

Apply now

See what past attendees are saying about the forum

Testimonials

Jim McMullan

Head of Corporate Credit, CDPQ

Overall great retreat; an opportunity to step back and think about private debt opportunities and trends.

Brett Hickey

Chief Executive Officer, Star Mountain Capital

Well-organized conference with high-quality LPs and GPs along with high-quality content and technology for participants to engage.

Thank you to our sponsors

2024 sponsors

View all sponsors
View all sponsors

Raise your profile among private debt decision makers

Build and develop your company’s brand image, strengthen your market credibility, and meet your investment and business goals. Sponsorship gives you:

  • VIP access
  • Thought-leadership opportunities
  • High-profile branding
  • And much more…

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

2024 Sponsors

Thought-leaders shaping the North America private debt market:

 

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

2024 confirmed speakers:

Elise Ablin

Director, Private Credit, Cresset Partners

Soyoun Ahn

Managing Director, Credit and Hybrid Solutions, Temasek

Devi Aurora

Managing Director & Head, Financial Institutions and Alternative Funds Ratings, S&P Global

Akhil Bansal

Head of Credit Strategic Solutions, Carlyle

Zak Bentley

Americas Editor, Infrastructure Investor

Jennie Benza

Private Markets, General Electric Pension

Fran Beyers

Portfolio Manager, Cliffwater

Graham Bippart

Editor, Private Funds CFO & Private Equity International, PEI Group

Bill Brady

Partner, Akin Gump

Isabelle Brennan

Senior Managing Director, Product Specialist – Credit and Global Solutions, LaSalle

Nicole Byrns

Independent Investor

Kristen Campana

Partner, Morgan Lewis & Bockius, LLP

Sara Casey

Director, AB Private Credit Investors

Ray Chan

Partner, Atalaya Capital Management

Thomas Cockburn

Senior Director, Private Debt, CDPQ

Harrison Connery

Senior Reporter, PERE, PEI Group

Dan Contardi

Executive Managing Director, Locust Point Capital

Anna Dayn

Managing Director, New End

Don Dimitrievich

Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen

Cathy DiSalvo

Portfolio Manager, CalSTRS

Kerstin Dittmar

Founder & Managing Partner, L2 Point Management

Luke Düster

Chief Investment Officer, CRG

Amit Dutta

Senior Portfolio Manager, Global Credit, IMCO

Mike Fang

Senior Portfolio Manager, Maryland State Retirement and Pension System

Michael Felman

President and Chief Executive Officer, MSF Capital Advisors

George Fikaris

Managing Director, EnTrust Global

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

Dane Graham

Partner, 17Capital

Akila Grewal

Partner, Apollo

Kevin Griffin

Chief Executive Officer & Chief Investment Officer, MGG Investment Group

Richard Grimm

Managing Director, Cambridge Associates

Richard J. Grissinger

Senior Managing Director, Centerbridge

Jamal Hagler

Vice President of Research, American Investment Council

Greg Hardiman, CFA

Partner, 17Capital

Patrick Hartman

Managing Director, Global Private Finance, Barings

Carolyn Hastings

Partner, Bain Capital Credit

Thomas Holzheu

Chief Economist Americas, Swiss Re Institute

Daniel Humphrey Rodriguez

Head of Private Markets Research, PDI

Vincent Indelicato

Partner, Proskauer Rose

Chandini Jain

Chief Executive Officer, Auquan

Shamafa Khan

Managing Director and Head of Investor Relations and Marketing, Crayhill Capital Management

Aaron Kless

Chief Executive Officer & Chief Investment Officer, Andalusian Credit Partners

Avi Korn

Managing Director, Co-Head of Asset Based Finance Group, KKR

Vincent Kravec

Managing Director, Commonfund

Nikhil Krishnan

Managing Director, Neuberger Berman

Josh Lafer

Head of Portfolio Insights, Blackstone Credit & Insurance (BXCI)

Daniel Liechtenstein

CEO and Co-Founder, Hypercore

Mat Linett

Head of Senior Lending, Churchill Asset Management

Matt Lisonbee

Associate Portfolio Manager, CalSTRS

Tim Lower

Chief Executive Officer, Chief Investment Officer, Founder, Willow Tree Credit Partners LP

Amir Madden

Senior Portfolio Manager - Alternative Credits, APG Asset Management

Kevin Magid

President, Audax Private Debt

Tia Malhotra

Managing Director, Golub Capital

Joe McCurdy

Senior Managing Director, Guggenheim Investments

Steven Meier

Chief Investment Officer and Deputy Comptroller, New York City Comptroller’s Bureau of Asset Management

Richard Melville

Editorial Director, US, PEI Group

Michael M. Mezzacappa

Partner, Proskauer

Richard Miller

Chief Investment Officer Private Credit Group, TCW

Douglas Monticciolo

CEO, CIO, and Co-Founder, Brevet Capital Management

Greg Myers

Group Sector Head, Debt & Capital Markets, Alter Domus

Antonella Napolitano

Managing Director of Investor Relations, Deerpath

Eric Newman

Treasury Manager, City of Stamford

Craig Noble

CEO, Credit, Brookfield

Oliver Noye

Head of New York, PER

Michelle Noyes

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

Hart Orenstein

Principal, Private Credit, Pantheon Ventures

Grishma Parekh

Managing Director, Co-Head of North American Core Senior Lending, HPS

Jonathan Pearl

Head of Origination, Lord Abbett

Robert Petrini

Global Chief Investment Officer for Private Credit, Blackstone Credit & Insurance (BXCI)

Lori Pomerantz

Managing Director, Private Credit, Partners Group

Doug Porter

Managing Director, MainePERS

Scott Porter

Managing Director, Origination, Brightwood Capital Advisors

Samantha Rowan

Editor, PERE Credit

Tom Rowland

Managing Director, Credit Product Specialist, Blue Owl

Tim Ruxton

Director of Capital Markets, US and UK, alterDomus

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

Kenneth Saffold

Co-Founder and Managing Partner, o15 Capital Partners

Stelios Saffos

Partner, Latham & Watkins LLP

Brendan Shanahan

Managing Director, Slate Asset Management

Garrett Stephen

Senior Managing Director and Co-Head of Origination, First Eagle Alternative Credit

Tina Suo

Head of Alternative Credit, New York City Office of the Comptroller

Manish Taneja

Managing Director, Deputy Global Head of Infrastructure Credit, Carlyle

Andy Thomson

Senior Editor, Private Debt Investor

Oliver Thym

Partner, Thoma Bravo

Isaiah Toback

Partner, Deputy Co-Chief Investment Officer, Castlelake

David Trucano

Managing Director – Head of Opportunistic Credit, BlackRock

John Tsui

Managing Principal, Peninsula House

Leslie Vargas

Head of Portfolio Management, Resolution Life US

Richard Wheelahan

Managing Director & Co-Founder, Fund Finance Partners

Barry Wilson

Managing Director, FIRSTavenue

Eric Wittleder

Managing Director, Infrastructure, Brookfield

Håkan Wohlin

Founder & Managing Partner, KingsRock Advisors

Gabriel Yomi Dabiri

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

Tingting Zhang

Founder & Chief Executive Officer, TerraCotta Group

Discover the key trends shaping investor allocations

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

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

View agenda

2024 Agenda

Day 1 Day 2
View agenda page

Agenda

Day 1 - Tuesday 17th

Welcome Remarks
08:25 - 08:30

PEI Welcome

Erin Wolfe

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

A speaker photo for Erin Wolfe

Erin Wolfe

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

Read bio
08:30 - 08:40

PDI’s welcome remarks and introduction

Michelle Noyes

Event chair:
Michelle Noyes, Managing Director, Head of Americas, AIMA

A speaker photo for Michelle Noyes

Michelle Noyes

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

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Plenary
08:40 - 09:20

Morning keynote: the road ahead: trends and outlook in private credit

Fran Beyers, Tia Malhotra, Grishma Parekh
  • Is it a lender or borrower’s market?
  • BSL vs. private solutions: where are we in the cycle of relative attractiveness for borrowers?
  • Deal opportunities & risks in focus
  • Underwriting for resilience

Moderator:
Fran Beyers, Portfolio Manager, Cliffwater

Speakers:
Tia Malhotra, Managing Director, Golub Capital
Grishma Parekh, Managing Director, HPS Investment Partners

A speaker photo for Fran Beyers

Fran Beyers

Portfolio Manager, Cliffwater

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A speaker photo for Tia Malhotra

Tia Malhotra

Managing Director, Golub Capital

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A speaker photo for Grishma Parekh

Grishma Parekh

Managing Director, Co-Head of North American Core Senior Lending, HPS

Read bio
09:20 - 10:00

Assessing the macro environment for private credit in 2025

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

Moderator:
Michael Mezzacappa, Partner, Proskauer

Speakers:
Akila Grewal, Partner, Client and Product Solutions, Apollo
Kevin Magid, President, Audax Private Debt
Craig Noble, CEO, Credit, Brookfield
Oliver Thym, Partner, Thoma Bravo

A speaker photo for Michael M. Mezzacappa

Michael M. Mezzacappa

Partner, Proskauer

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A speaker photo for Akila Grewal

Akila Grewal

Partner, Apollo

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A speaker photo for Kevin Magid

Kevin Magid

President

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A speaker photo for Craig Noble

Craig Noble

CEO, Credit, Brookfield

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A speaker photo for Oliver Thym

Oliver Thym

Partner, Thoma Bravo

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10:00 - 10:40

Finding value: an LP perspective

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

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

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

A speaker photo for Richard Melville

Richard Melville

Editorial Director, US, PEI Group

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A speaker photo for Jennie  Benza

Jennie Benza

Private Markets, General Electric Pension

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A speaker photo for Amir Madden

Amir Madden

Senior Portfolio Manager - Alternative Credits, APG Asset Management

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A speaker photo for Doug Porter

Doug Porter

Managing Director, MainePERS

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A speaker photo for Matt Lisonbee

Matt Lisonbee

Associate Portfolio Manager, CalSTRS

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Networking Break
10:40 - 11:10

Networking Break

Plenary
11:10 - 11:50

Direct lending and beyond

Stelios Saffos, Greg Hardiman, CFA, Kevin Griffin, Jamal Hagler, Mat Linett, Tim Lower
  • How are risk-adjusted returns being affected due to inflation and changing interest rates?
  • Where is the most value creation?
  • With increasing competition in the market, how are managers differentiating themselves?
  • What specialist strategies should LPs focus on when making their private credit allocations?

Moderator:
Stelios Saffos, Partner, Latham & Watkins

Speakers:
Greg Hardiman, Partner, 17Capital
Kevin Griffin, Founder & CIO, MGG Investment Group
Jamal Hagler, Vice President of Research, American Investment Council
Mat Linett, Head of Senior Lending, Churchill Asset Management
Tim Lower, Chief Executive Officer & Chief Investment Officer, Willow Tree Credit Partners

A speaker photo for Stelios Saffos

Stelios Saffos

Partner, Latham & Watkins LLP

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A speaker photo for Greg Hardiman, CFA

Greg Hardiman, CFA

Partner, 17Capital

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A speaker photo for Kevin Griffin

Kevin Griffin

Chief Executive Officer & Chief Investment Officer, MGG Investment Group

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A speaker photo for Jamal Hagler

Jamal Hagler

Vice President of Research, American Investment Council

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A speaker photo for Mat Linett

Mat Linett

Head of Senior Lending, Churchill Asset Management

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A speaker photo for Tim Lower

Tim Lower

Chief Executive Officer, Chief Investment Officer, Founder, Willow Tree Credit Partners LP

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11:50 - 12:30

Opportunistic credit & distressed debt at the forefront

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

Moderator:
Vincent Indelicato, Partner, Proskauer

Speakers:
Richard Grimm, Managing Director, Cambridge Associates
Richard Grissinger, Senior Managing Director, Centerbridge
Vincent Kravec, Managing Director, Commonfund
Robert Petrini, Global Chief Investment Officer for Private Credit, Blackstone Credit & Insurance (BXCI)
David Trucano, Managing Director, BlackRock

A speaker photo for Vincent Indelicato

Vincent Indelicato

Partner, Proskauer Rose

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A speaker photo for Richard Grimm

Richard Grimm

Managing Director, Cambridge Associates

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A speaker photo for Richard J.  Grissinger

Richard J. Grissinger

Senior Managing Director, Centerbridge

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A speaker photo for Vincent Kravec

Vincent Kravec

Managing Director, Commonfund

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A speaker photo for Robert Petrini

Robert Petrini

Global Chief Investment Officer for Private Credit, Blackstone Credit & Insurance (BXCI)

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A speaker photo for David Trucano

David Trucano

Managing Director – Head of Opportunistic Credit, BlackRock

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12:30 - 13:10

Differences and similarities for private & public markets

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

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

Speakers:
Cathy DiSalvo, Portfolio Manager, CalSTRS
Josh Lafer, Head of Portfolio Insights, Blackstone Credit & Insurance (BXCI)
Richard Miller, Group Managing Director, Chief Investment Officer, Chairman of the Investment Committee, TCW Private Credit Group
Bill Sacher, Partner and Head of Private Credit, Adams Street
John Tsui, Managing Principal, Peninsula House

A speaker photo for Gabriel Yomi Dabiri

Gabriel Yomi Dabiri

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

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A speaker photo for Cathy  DiSalvo

Cathy DiSalvo

Portfolio Manager, CalSTRS

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A speaker photo for Josh Lafer

Josh Lafer

Head of Portfolio Insights, Blackstone Credit & Insurance (BXCI)

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A speaker photo for Richard Miller

Richard Miller

Chief Investment Officer Private Credit Group, TCW

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A speaker photo for Bill Sacher

Bill Sacher

Partner and Head of Private Credit, Adams Street Partners

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A speaker photo for John Tsui

John Tsui

Managing Principal, Peninsula House

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Lunch
13:10 - 14:10

Lunch

Breakout Sessions
14:10 - 14:50

Breakout Session A: Specialty niche private credit

Shamafa Khan, Michael Felman, Aaron Kless, Douglas Monticciolo
  • With a slowdown in fundraising in 2023, how are managers rebounding and opening new funds?
  • What are the major types of funds where dry powder is being deployed and where are these opportunities for growth?
  • What are the current barriers to entry we see for newer funds?

Moderator:
Shamafa Khan, Managing Director, Marketing and Investor Relations, Crayhill Capital Management

Speakers:
Michael Felman, President and Chief Executive Officer, MSF Capital Advisors
Aaron Kless, Chief Executive Officer and Chief Investment Officer, Andalusian Credit Partners
Douglas Monticciolo, Chief Executive Officer, Chief Investment Officer, and Co-Founder, Brevet Capital

A speaker photo for Shamafa Khan

Shamafa Khan

Managing Director and Head of Investor Relations and Marketing, Crayhill Capital Management

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A speaker photo for Michael Felman

Michael Felman

President and Chief Executive Officer, MSF Capital Advisors

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A speaker photo for Aaron Kless

Aaron Kless

Chief Executive Officer & Chief Investment Officer, Andalusian Credit Partners

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A speaker photo for Douglas  Monticciolo

Douglas Monticciolo

CEO, CIO, and Co-Founder, Brevet Capital Management

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14:10 - 14:50

Breakout Session B: Middle market direct lending opportunities

Kristen Campana, Elise Ablin, Carolyn Hastings, Antonella Napolitano, Tina Suo
  • What is the outlook for the market and are firms favouring middle market or lower middle market opportunities?
  • How are mezzanine financing and senior debt loans currently providing liquidity?
  • What role are BDC’s currently playing?
  • What alpha is being generated by investors?

Moderator:
Kristen Campana, Partner, Morgan Lewis & Bockius

Speakers:
Elise Ablin, Director, Private Credit, Cresset Partners
Carolyn Hastings, Partner, Bain Capital Credit
Antonella Napolitano, Managing Director of Investor Relations, Deerpath
Tina Suo, Head of Alternative Credit, New York City Comptroller’s Bureau of Asset Management

A speaker photo for Kristen Campana

Kristen Campana

Partner, Morgan Lewis & Bockius, LLP

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A speaker photo for Elise Ablin

Elise Ablin

Director, Private Credit, Cresset Partners

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A speaker photo for Carolyn Hastings

Carolyn Hastings

Partner, Bain Capital Credit

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A speaker photo for Antonella Napolitano

Antonella Napolitano

Managing Director of Investor Relations, Deerpath

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A speaker photo for Tina Suo

Tina Suo

Head of Alternative Credit, New York City Office of the Comptroller

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14:50 - 15:30

Breakout Session A: Innovations in private credit

Barry Wilson, Daniel Liechtenstein , Tom Rowland, Tingting Zhang, Demetry Zilberg
  • Where are the innovations in private credit coming from?
  • How are AI and machine learning changing the way investments are made and reported? Why are technological changes becoming so important?
  • What changes are managers making to continue to cater to complex fund structures?

Moderator:
Barry Wilson, Managing Director, FIRSTavenue

Speakers:
Daniel Liechtenstein, CEO and Co-Founder, Hypercore
Tom Rowland, Managing Director, Credit Product Specialist, Blue Owl
Tingting Zhang, Founder and Chief Executive Officer, The TerraCotta Group
Demetry Zilberg, Chief Technology Officer, alterDomus

 

A speaker photo for Barry Wilson

Barry Wilson

Managing Director, FIRSTavenue

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A speaker photo for Daniel Liechtenstein

Daniel Liechtenstein

CEO and Co-Founder, Hypercore

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A speaker photo for Tom  Rowland

Tom Rowland

Managing Director, Credit Product Specialist, Blue Owl

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A speaker photo for Tingting Zhang

Tingting Zhang

Founder & Chief Executive Officer, TerraCotta Group

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A speaker photo for Demetry Zilberg

Demetry Zilberg

Chief Technology Officer, Alter Domus

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14:50 - 15:30

Breakout Session B: Private debt infrastructure & the energy transition

Zak Bentley, Don Dimitrievich, Amit Dutta, George Fikaris, Manish Taneja, Eric Wittleder
  • How is infrastructure debt being considered throughout investment strategies?
  • How are managers differentiating themselves?
  • How is our macro environment affecting how the industry views the energy transition?
  • Where are the opportunities for value-creation?

Moderator:
Zak Bentley, Americas Editor, Infrastructure Investor

Speakers:
Don Dimitrievich, Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen
Amit Dutta, Senior Portfolio Manager, IMCO
George Fikaris, Managing Director, EnTrust Global
Manish Taneja, Deputy Global Head of Infrastructure Credit, Carlyle
Eric Wittleder, Managing Director, Infrastructure, Brookfield

A speaker photo for Zak Bentley

Zak Bentley

Americas Editor

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A speaker photo for Don Dimitrievich

Don Dimitrievich

Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen

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A speaker photo for Amit Dutta

Amit Dutta

Senior Portfolio Manager, Global Credit, IMCO

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A speaker photo for George Fikaris

George Fikaris

Managing Director, EnTrust Global

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A speaker photo for Manish Taneja

Manish Taneja

Managing Director, Deputy Global Head of Infrastructure Credit, Carlyle

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A speaker photo for Eric Wittleder

Eric Wittleder

Managing Director, Infrastructure, Brookfield

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Networking Break
15:30 - 16:00

Networking Break

Break-Out Sessions
16:00 - 16:40

Breakout Session A: Success for emerging managers

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

Moderator:
Kenneth Saffold, Co-Founder and Managing Partner, o15 Capital Partners

Speakers:
Anna Dayn, Managing Director, New End
Kerstin Dittmar, Managing Partner, L2 Point
Greg Myers, Group Sector Head, Debt & Capital Markets, Alter Domus

A speaker photo for Kenneth Saffold

Kenneth Saffold

Co-Founder and Managing Partner, o15 Capital Partners

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A speaker photo for Anna Dayn

Anna Dayn

Managing Director, New End

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A speaker photo for Kerstin Dittmar

Kerstin Dittmar

Founder & Managing Partner, L2 Point Management

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A speaker photo for Greg Myers

Greg Myers

Group Sector Head, Debt & Capital Markets, Alter Domus

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16:00 - 16:40

Breakout Session B: Changes in real estate debt

Samantha Rowan, Isabelle Brennan, Brendan Shanahan, Dan Contardi
  • What are the key pressure points when investing in commercial real estate today?
  • How are changes in the macroeconomic outlook influencing commercial and non-commercial markets?
  • What are the political and regulatory issues impacting the real estate debt market?

Moderator:
Samantha Rowan, Editor, PERE Credit

Speakers:
Isabelle Brennan, Senior Managing Director, Product Specialist – Credit and Global Solutions, LaSalle
Brendan Shanahan, Managing Director, Slate Asset Management
Dan Contardi, Executive Managing Director, Locust Point Capital

A speaker photo for Samantha Rowan

Samantha Rowan

Editor, PERE Credit

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A speaker photo for Isabelle Brennan

Isabelle Brennan

Senior Managing Director, Product Specialist – Credit and Global Solutions, LaSalle

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A speaker photo for Brendan Shanahan

Brendan Shanahan

Managing Director, Slate Asset Management

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A speaker photo for Dan  Contardi

Dan Contardi

Executive Managing Director, Locust Point Capital

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Plenary
16:40 - 17:20

Getting deals done during challenging times

Bill Brady, Patrick Hartman, Nikhil Krishnan, Joe McCurdy, Garrett Stephen, Leslie Vargas
  • How are structures and deal terms evolving in the state of the current market?
  • How has your underwriting process changed during these economic times?
  • What industries should we focus on or avoid at this stage?
  • How are different jurisdictions and geography creating challenges and opportunities?

Moderator:
William Brady, Partner, Akin Gump

Speakers:
Patrick Hartman, Managing Director, Global Private Finance, Barings
Nikhil Krishnan, Managing Director, Neuberger Berman
Joe McCurdy, Senior Managing Director and Head of Origination, Guggenheim Investments
Garrett Stephen, Senior Managing Director and Co-Head of Origination, First Eagle Investments
Leslie Vargas, Head of Portfolio Management, Resolution Life

A speaker photo for Bill Brady

Bill Brady

Partner, Akin Gump

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A speaker photo for Patrick  Hartman

Patrick Hartman

Managing Director, Global Private Finance, Barings

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A speaker photo for Nikhil Krishnan

Nikhil Krishnan

Managing Director, Neuberger Berman

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A speaker photo for Joe McCurdy

Joe McCurdy

Senior Managing Director, Guggenheim Investments

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A speaker photo for Garrett Stephen

Garrett Stephen

Senior Managing Director and Co-Head of Origination, First Eagle Alternative Credit

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A speaker photo for Leslie Vargas

Leslie Vargas

Head of Portfolio Management, Resolution Life US

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17:20 - 18:00

An LP perspective: a discussion with Steven Meier, New York City Comptroller’s Bureau of Asset Management

Steven Meier, Andy Thomson
  • Where are investors looking in the next stages of technology? How is AI playing a role in investment cycles?
  • How is concentration risk and valuation disparity between the US and the rest of the world affecting market valuations?
  • How are firms addressing an ongoing concern for the level of US debt? Where are fiscal developments vs macroeconomic developments coming into play?
  • For an in-depth analysis, what is the New York City’s Comptroller’s Bureau of Asset Management doing differently to address the above concerns?

Speakers:
Steven Meier, Chief Investment Officer and Deputy Comptroller, New York City Comptroller’s Bureau of Asset Management
Andy Thomson, Senior Editor, Private Debt Investor

A speaker photo for Steven Meier

Steven Meier

Chief Investment Officer and Deputy Comptroller, New York City Comptroller’s Bureau of Asset Management

Read bio
A speaker photo for Andy Thomson

Andy Thomson

Senior Editor, Private Debt Investor

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Cocktail Reception
18:00 - 19:00

Cocktail Reception & Roundtables

Zak Bentley, Graham Bippart, Nicole Byrns, Harrison Connery, Oliver Noye, Hart Orenstein, Andy Thomson

 Roundtable Discussions

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

Speakers:
Zak Bentley, Senior Reporter, Infrastructure Investor- Investing in infrastructure credit

Graham Bippart, Senior Editor, Private Funds CFO Changing regulatory and compliance standards within private credit

Nicole Byrns, Independent Investor – The ins and outs of asset-based finance

Harrison Connery, Senior Reporter, PEI GroupThe future of real estate credit

Oliver Noye, Head of New York, PERLet’s get the best, diverse, junior talent into private credit

Hart Orenstein, Principal, Private Credit, Pantheon Ventures – The growth of private credit secondaries

Andy Thomson, Senior Editor, Private Debt Investor – What’s next in private debt’s ESG evolution?

A speaker photo for Zak Bentley

Zak Bentley

Americas Editor, Infrastructure Investor

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A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO & Private Equity International, PEI Group

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A speaker photo for Nicole Byrns

Nicole Byrns

Independent Investor

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A speaker photo for Harrison Connery

Harrison Connery

Senior Reporter, PERE, PEI Group

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A speaker photo for Oliver Noye

Oliver Noye

Head of New York, PER

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A speaker photo for Hart Orenstein

Hart Orenstein

Principal, Private Credit, Pantheon Ventures

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A speaker photo for Andy Thomson

Andy Thomson

Senior Editor, Private Debt Investor

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Agenda

Day 2 - Wednesday 18th

Breakfast
08:00 - 09:00

Investor-only networking breakfast sponsored by Carlyle

Akhil Bansal

Facilitator: Akhil Bansal, Head of Credit Strategic Solutions, Carlyle

Akhil Bansal, who oversees Carlyle’s Asset-Backed Finance strategy, will lead a broad discussion on the asset-backed finance segment including a market environment overview and the investment opportunity.

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

A speaker photo for Akhil Bansal

Akhil Bansal

Head of Credit Strategic Solutions, Carlyle

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Welcome
09:00 - 09:05

Welcome remarks from Chair

09:05 - 09:15

Presentation from PDI Data Team

Daniel Humphrey Rodriguez

Speaker:
Daniel Humphrey Rodriguez, Head of Private Markets Research, PEI Group

A speaker photo for Daniel Humphrey Rodriguez

Daniel Humphrey Rodriguez

Head of Private Markets Research, PDI

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Plenary
09:15 - 09:55

Mastering deal origination

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

Moderator:
Peter Plaut, Managing Director, KingsRock Advisors

Speakers:
Raymond Chan, Partner, Atalaya
Thomas Cockburn, Senior Director, Private Debt, CDPQ
Jonathan Pearl, Head of Origination, Lord Abbett
Scott Porter, Managing Director, Origination, Brightwood Capital Advisors

A speaker photo for Peter Plaut

Peter Plaut

Managing Director, KingsRock 

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A speaker photo for Ray Chan

Ray Chan

Partner, Atalaya Capital Management

Read bio
A speaker photo for Thomas Cockburn

Thomas Cockburn

Senior Director, Private Debt, CDPQ

Read bio
A speaker photo for Jonathan Pearl

Jonathan Pearl

Head of Origination, Lord Abbett

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A speaker photo for Scott Porter

Scott Porter

Managing Director, Origination, Brightwood Capital Advisors

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09:55 - 10:35

Growth of niche strategies in specialty finance

Chandini Jain, Luke Düster , Mike Fang, Avi Korn, Eric Newman
  • How does performance vary between niche, specialty finance and direct lending strategies? How are we measuring the success of niche strategies?
  • How are LPs balancing exposure to these strategies in their investment portfolios?
  • What are the keys to differentiating one strategy from another when looking to make new investments?

Moderator:
Chandini Jain, Chief Executive Officer, Auquan

Speaker:
Luke Düster, Chief Investment Officer, CRG
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
Avi Korn, Managing Director, Co-Head of Asset Based Finance Group, KKR
Eric Newman, Treasury Manager, City of Stamford

A speaker photo for Chandini Jain

Chandini Jain

Chief Executive Officer, Auquan

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A speaker photo for Luke Düster

Luke Düster

Chief Investment Officer, CRG

Read bio
A speaker photo for Mike Fang

Mike Fang

Senior Portfolio Manager, Maryland State Retirement and Pension System

Read bio
A speaker photo for Avi Korn

Avi Korn

Managing Director, Co-Head of Asset Based Finance Group, KKR

Read bio
A speaker photo for Eric  Newman

Eric Newman

Treasury Manager, City of Stamford

Read bio
10:35 - 11:15

Emerging trends in asset-based lending

Devi Aurora, Soyoun Ahn, Akhil Bansal, Isaiah Toback
  • How has the market developed and what types of investments are gaining traction given changes in the macroeconomic landscape?
  • Where is asset-based lending trending over traditional direct lending vehicles and is this a trend we will continue to see in the future?
  • Where are the emerging areas of value creation for asset-based lending?
  • How are different types of collateral used for asset-based deals?
  • How has this strategy been impacted by the current macroeconomic environment?

Moderator:
Devi Aurora, Managing Director & Head, Financial Institutions and Alternative Funds Ratings, S&P Global

Speakers:
Soyoun Ahn, Managing Director, Credit and Hybrid Solutions, Temasek
Akhil Bansal, Head of Credit Strategic Solutions, Carlyle
Isaiah Toback, Partner & Deputy CIO, Castlelake

A speaker photo for Devi Aurora

Devi Aurora

Managing Director & Head, Financial Institutions and Alternative Funds Ratings, S&P Global

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A speaker photo for Soyoun Ahn

Soyoun Ahn

Managing Director, Credit and Hybrid Solutions, Temasek

Read bio
A speaker photo for Akhil Bansal

Akhil Bansal

Head of Credit Strategic Solutions, Carlyle

Read bio
A speaker photo for Isaiah Toback

Isaiah Toback

Partner, Deputy Co-Chief Investment Officer, Castlelake

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Networking Break
11:15 - 11:45

Networking Break

Plenary
11:45 - 12:25

Finding liquidity through NAV financing

Graham Bippart, Sara Casey, Dane Graham, Lori Pomerantz, Richard Wheelahan
  • How are GPs using NAV finance and structured products to create distributions for investors?
  • Are LPs utilizing NAV financing to work through overallocation concerns?
  • How are GPs & LPs looking at performance of funds which include NAV finance?

Moderator:
Graham Bippart, Senior Editor, Private Funds CFO

Speakers:
Sara Casey, Director, NAV Lending, AB Private Credit Investors
Dane Graham, Partner, 17Capital
Lori Pomerantz, Managing Director, Partners Group
Richard Wheelahan, Managing Director & Co-Founder, Fund Finance Partners

A speaker photo for Graham Bippart

Graham Bippart

Editor, Private Funds CFO & Private Equity International, PEI Group

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A speaker photo for Sara  Casey

Sara Casey

Director, AB Private Credit Investors

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A speaker photo for Dane Graham

Dane Graham

Partner, 17Capital

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A speaker photo for Lori Pomerantz

Lori Pomerantz

Managing Director, Private Credit, Partners Group

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A speaker photo for Richard Wheelahan

Richard Wheelahan

Managing Director & Co-Founder, Fund Finance Partners

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12:25 - 13:05

An economist’s viewpoint: a discussion with Thomas Holzheu of Swiss Re

Mary Kathleen (MK) Flynn, Thomas Holzheu
  • What expectations are coming from the Federal Reserve and where are we looking beyond the start of the cutting cycle?
  • What’s next for the business cycle? How are firms anticipating mixed signals about the strength of the economy?
  • What happens to long-term yields and the yield curve as the policy cycle normalizes?
  • How much does the election matter for the outlook? What are the other risks to the outlook?

Speakers:
Mary Kathleen Flynn, Editor-in-Chief, PE Hub, PEI
Thomas Holzheu, Chief Economist Americas, Swiss Re Institute

A speaker photo for Mary Kathleen (MK) Flynn

Mary Kathleen (MK) Flynn

Editor-in-Chief, PE Hub & PE Hub Europe

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A speaker photo for Thomas Holzheu

Thomas Holzheu

Chief Economist Americas, Swiss Re Institute

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Lunch
13:05 - 14:05

Lunch & End of Day 2

2024 Hotel & venue

New York Hilton Midtown
1335 Avenue of the Americas, New York 10019

All conference sessions will take place at New York Hliton Midtown.

Enjoy a preferential nightly rate exclusively for PDI New York Forum attendees. A limited number of rooms are available on a first-come-first-serve basis. Book your room here.

Connect with 100+ private debt investors

Form invaluable relationships with 100+ institutional investors, and other private debt professionals attending the forum.

Ensure you are at the forefront of the latest trends and investment strategies by participating in networking sessions and important conversations with industry leaders.

 

View the 2024 attendee list

100+ of North America’s leading investors including:

Network with institutional investors

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

Participate in invaluable discussions

Improve your private debt strategies and enhance your returns through conversations with private debt leaders.

Create lasting connections

Build your network of knowledgeable and experienced contacts within the private debt sector by networking with your fellow attendees.

Apply for a complimentary institutional investor pass

The Private Debt Investor New York Forum is the largest meeting place for private debt professionals in North America. A limited number of complimentary passes are available for eligible institutional investors to join the event.

To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, foundation, endowment, trust, family office, hospital/healthcare system, or corporate investment division who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.

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

Apply now

100+ of North America’s leading investors including:

Two days worth of networking and connection

Investor-only Networking Breakfast

Join discussions with your investor peers about the latest trends facing investors in the private debt space.

Explore new opportunities

Discover private debt opportunities across strategies such as direct lending, secondaries, and real assets.

Gain exclusive insights

Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers. Learn how to navigate the current market environment so you can accelerate your private debt strategies.

 

Investors at PDI New York Forum

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

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

Download

The lineup includes pensions, insurance companies, and more

Hear from a variety of institutional investors

Day 1 Day 2
View agenda page

Agenda

Unmissable investor-led sessions - Tuesday 17th

Plenary sessions
10:00 - 10:40

Finding value: an LP perspectiveFinding value: an LP perspective

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

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

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

A speaker photo for Jennie  Benza

Jennie Benza

Private Markets, General Electric Pension

Read bio
A speaker photo for Amir Madden

Amir Madden

Senior Portfolio Manager - Alternative Credits, APG Asset Management

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A speaker photo for Doug Porter

Doug Porter

Managing Director, MainePERS

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A speaker photo for Matt Lisonbee

Matt Lisonbee

Associate Portfolio Manager, CalSTRS

Read bio
17:20 - 18:00

An LP perspective: a discussion with Steven Meier, New York City Comptroller’s Bureau of Asset Management

Steven Meier, Andy Thomson
  • Where are investors looking in the next stages of technology? How is AI playing a role in investment cycles?
  • How is concentration risk and valuation disparity between the US and the rest of the world affecting market valuations?
  • How are firms addressing an ongoing concern for the level of US debt? Where are fiscal developments vs macroeconomic developments coming into play?
  • For an in-depth analysis, what is the New York City’s Comptroller’s Bureau of Asset Management doing differently to address the above concerns?

Speakers:
Steven Meier, Chief Investment Officer and Deputy Comptroller, New York City Comptroller’s Bureau of Asset Management
Andy Thomson, Senior Editor, Private Debt Investor

A speaker photo for Steven Meier

Steven Meier

Chief Investment Officer and Deputy Comptroller, New York City Comptroller’s Bureau of Asset Management

Read bio
A speaker photo for Andy Thomson

Andy Thomson

Senior Editor, Private Debt Investor

Read bio

Agenda

Unmissable investor-led sessions - Wednesday 18th

08:00 - 09:00

Investor-only networking breakfast sponsored by Carlyle

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

09:55 - 10:35

Growth of niche strategies in specialty finance

Luke Düster , Mike Fang, Avi Korn, Eric Newman
  • How does performance vary between niche, specialty finance and direct lending strategies? How are we measuring the success of niche strategies?
  • How are LPs balancing exposure to these strategies in their investment portfolios?
  • What are the keys to differentiating one strategy from another when looking to make new investments?

Speaker:
Luke Düster, Chief Investment Officer, CRG
Mike Fang, Senior Portfolio Manager, Maryland State Retirement and Pension System
Avi Korn, Managing Director, Co-Head of Asset Based Finance Group, KKR
Eric Newman, Treasury Manager, City of Stamford

A speaker photo for Luke Düster

Luke Düster

Chief Investment Officer, CRG

Read bio
A speaker photo for Mike Fang

Mike Fang

Senior Portfolio Manager, Maryland State Retirement and Pension System

Read bio
A speaker photo for Avi Korn

Avi Korn

Managing Director, Co-Head of Asset Based Finance Group, KKR

Read bio
A speaker photo for Eric  Newman

Eric Newman

Treasury Manager, City of Stamford

Read bio
12:35 - 13:05

An economist’s viewpoint: a discussion with Thomas Holzheu of Swiss Re

Mary Kathleen Flynn, Thomas Holzheu
  • What expectations are coming from the Federal Reserve and where are we looking beyond the start of the cutting cycle?
  • What’s next for the business cycle? How are firms anticipating mixed signals about the strength of the economy?
  • What happens to long-term yields and the yield curve as the policy cycle normalizes?
  • How much does the election matter for the outlook? What are the other risks to the outlook?

Speakers:
Mary Kathleen Flynn, Editor-in-Chief, PE Hub, PEI
Thomas Holzheu, Chief Economist Americas, Swiss Re Institute

A speaker photo for Mary Kathleen  Flynn

Mary Kathleen Flynn

Editor-in-Chief, PE Hub, PEI Group

Read bio
A speaker photo for Thomas Holzheu

Thomas Holzheu

Chief Economist Americas, Swiss Re Institute

Read bio

Last chance: Apply for a complimentary Institutional Investor pass

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

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

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

Apply now

Meet our 2024 advisory board:

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

Anna Dayn

Managing Director, New End

Daniel Leger

Managing Director, MGG Investment Group

Luis Mayans

Partner and Deputy Head, Private Debt, CDPQ

Lydia Thew

Head of Marketing, Golub Capital

Andy Thomson

Senior Editor, Private Debt Investor, PEI Group

Barry Wilson

Managing Director, FIRSTavenue

View key insights from the conference

Join us again

15-16 October
Hilton Munich City, Munich

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26-27 March 2025
Sands Expo and Convention Centre
Singapore

Learn more