Private Debt
Investor
Investor
New York Forum 2024
Richard Wheelahan
Managing Director & Co-Founder, Fund Finance Partners
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
Last chance to secure your place
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.
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.
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.
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.
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:
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.
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
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
Pre-Event Resources
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.
2024 Agenda
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
08:30 - 08:40
PDI’s welcome remarks and introduction
Michelle Noyes
Event chair:
Michelle Noyes, Managing Director, Head of Americas, AIMA
Michelle Noyes
Managing Director, Head of Americas, Alternative Investment Management Association (AIMA)
Read bio
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
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
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
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
Tim Lower
Chief Executive Officer, Chief Investment Officer, Founder, Willow Tree Credit Partners LP
Read bio
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
Robert Petrini
Global Chief Investment Officer for Private Credit, Blackstone Credit & Insurance (BXCI)
Read bio
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
Gabriel Yomi Dabiri
Private Credit & Direct Lending and Cross-Border Finance Leader and Office Managing Partner, Polsinelli
Read bio
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
Shamafa Khan
Managing Director and Head of Investor Relations and Marketing, Crayhill Capital Management
Read bio
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
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
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
Don Dimitrievich
Portfolio Manager, Senior Managing Director, Energy Infrastructure Credit, Nuveen
Read bio
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
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
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
Garrett Stephen
Senior Managing Director and Co-Head of Origination, First Eagle Alternative Credit
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
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 Group – The future of real estate credit
Oliver Noye, Head of New York, PER – Let’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?
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
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
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
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
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
Devi Aurora
Managing Director & Head, Financial Institutions and Alternative Funds Ratings, S&P Global
Read bio
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
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
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.
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.
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.
The lineup includes pensions, insurance companies, and more
Hear from a variety of institutional investors
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
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
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
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
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.
View key insights from the conference
Post-Event Resources
Join us again
Richard Wheelahan
Managing Director & Co-Founder, Fund Finance Partners
For over 15 years, Richard has been advising fund sponsors and lenders, in both an advisory and principal capacity. Prior to co-founding FFP, Richard was the General Counsel, Chief Compliance Officer and a Director of a $3 billion asset manager investing debt and equity in lower middle-market companies. During his ten-year tenure, Richard executed numerous capital markets initiatives on behalf of the firm’s investment vehicles and oversaw fund formation activity, developing comingled funds, SMA concepts, a NASDAQ-listed BDC, and joint ventures.
Richard also executed financings for the foregoing, including but not limited to subscription facilities, corporate and SPV revolvers, total return swaps, hybrid and NAV credit facilities, GP/asset manager lines of credit and securitizations of credit assets.
Richard’s breadth of asset management experience presents valuable, innovative expertise to fund sponsors dealing with fundraising, investor relations, compliance, financing, and portfolio management challenges and opportunities.
Richard began his career as an attorney with two large law firms, representing Fortune 500 companies, privately held entities and alternative asset managers with M&A and capital markets activities, and financial institutions in the execution of leveraged finance and securitization transactions.