events.dealcatalyst.io Open in urlscan Pro
3.220.54.114  Public Scan

Form analysis
0 forms found in the DOM

Text Content

This is what your event will look like after going live
 * No notifications yet.

 * Sign Out

Toggle navigation

 * 
 * Home
 * Register
 * Networking
 * Agenda
 * Venue
 * Speakers
 * Funds and investors
 * Sponsors
 * Advisory committee
 * Media coverage
 * More
   * Funds and investors
   * Sponsors
   * Advisory committee
   * Media coverage

 *  * No notifications yet.
   
    * Sign Out


view session


44 Sessions
Time
Tech Talks
Locations

Log in

All Days

Wed May 08

Thu May 09

Fri May 10


All Sessions (44)
(44)

My Interests


Wed May 08
7:00 AM
Wed May 08, 7:00 AM - Fri May 10, 1:00 PM EDT / Wed May 08, 12:00 PM - Fri May
10, 6:00 PM Your local time   (54 hours)
Set up 1:1 Meetings Onsite, Introducing Brella


Reserve a table and time in our 1:1 Networking Lounge located on the 3rd Floor.
Fill out your profile in Brella to get started.

For more information, visit the Networking Page.


Networking App

5:00 PM
5:00 PM - 7:30 PM EDT / Wed May 08, 10:00 PM - Thu May 09, 12:30 AM Your local
time   (2 hours, 30 min)
Private Credit Club Welcome Reception | Members Only, Hosted by McDermott Will &
Emery and S&P Global Ratings
Point Royal Terrace, The Diplomat Hotel

Join your fellow members of the Private Credit Club for an outdoor sunset
reception, featuring Spanish guitar, drinks and apps. Get to know your fellow
fund, LP and specialty lender colleagues ahead of the big event! 

By invite only. Email jemima.vandergaag@dealcatalyst.io for more information on
joining the Club.





Hosted By:

Thu May 09
7:15 AM
7:15 AM - 8:15 AM EDT / 12:15 PM - 1:15 PM Your local time   (1 hour)
Registration Opens & Delegate Breakfast
2nd Floor Convention Center


7:30 AM
7:30 AM - 8:30 AM EDT / 12:30 PM - 1:30 PM Your local time   (1 hour)
Finding Alpha in Private Credit: The Allocators’ Breakfast
2nd Floor Atlantic Ballroom 1

Join your fellow investors for a pre-conference, closed-door roundtable on
allocator sentiments on the private credit market including areas of
opportunity, and likewise, potential caution.

This event is closed to the press and for qualified allocators. Please contact
jemima.vandergaag@dealcatalyst.io to register.

*Allocators only, and subject to review and approval

Chris Grizzard
Director
Bayshore Capital
Speaker
Vincent Kravec
Managing Director
Commonfund
Speaker
Jon McEvoy
Managing Director, Co-Head Private Wealth
Coller Capital
Speaker
Michael Phillips
Head of Credit, Special Opportunities
Teacher Retirement System of Texas
Speaker
Hosted By:

8:15 AM
8:15 AM - 8:30 AM EDT / 1:15 PM - 1:30 PM Your local time   (15 min)
Opening Remarks
2nd Floor Grand Ballroom West
Watch Session

Jade Friedensohn
CEO and Co-Founder
DealCatalyst, Inc.
Speaker
Sean Griffin
Executive Director
LSTA
Speaker
8:30 AM
8:30 AM - 9:20 AM EDT / 1:30 PM - 2:20 PM Your local time   (50 min)
Views from the Top: The Macro Outlook Across the Credit Spectrum for 2024 and
Beyond
2nd Floor Grand Ballroom West
Watch Session
 * M & A volume outlook for 2024 and the impact on the private credit market
 * Public and liquid vs. private and illiquid: which will dominate, or will both
   flourish as deal activity rebounds?
 * Understanding the potential effects of an election year, slowing economy,
   global unrest and other macro-factors on rate moves, deal volume and investor
   risk appetite
 * Inflation and interest rates, what is the view? How has the mix and number of
   deals changed in the past 12 months? Existing portfolio growth, preferred
   stock financing/ holdcos, credit opportunity
 * Key developments in the policy and regulatory agenda and their anticipated
   impact

Lee Shaiman
Executive Director
LSTA
Moderator
David Golub
President
Golub Capital
Keynote
James Keenan
Chief Investment Officer and Global Head of Credit
BlackRock
Keynote
Ken Kencel
President & Chief Executive Officer
Churchill Asset Management
Keynote
John Popp
Managing Director and Global Head of CIG
Credit Suisse Asset Management
Keynote
Tanner Powell
Chief Executive Officer, Partner
Midcap Financial Investment Corporation, Apollo Management
Keynote

9:20 AM
9:20 AM - 9:55 AM EDT / 2:20 PM - 2:55 PM Your local time   (35 min)
Keynote Fireside Chat | Will Public and Private Markets Compete or Converge, and
What are the Implications?
2nd Floor Grand Ballroom West
Watch Session

Ben Bowman
Senior Investment Officer
Wyoming Retirement System
Moderator
Bruce Richards
Chief Executive Officer & Chairman
Marathon Asset Management
Keynote
9:55 AM
9:55 AM - 10:45 AM EDT / 2:55 PM - 3:45 PM Your local time   (50 min)
Health Check: Corporate Credit Performance and Alternative Lending Developments
2nd Floor Grand Ballroom West
Watch Session
 * Impact of high borrowing costs and shrinking net interest margins: how is the
   middle market faring? 
 * Where are we in the credit cycle? How might portfolios withstand a downturn?
   Are structures and covenants sound?
 * Are there any sectors on the ‘watch list’?
 * Can we expect manager consolidation and/or portfolio sales amid slower deal
   volumes, bank leverage pullback and tougher fundraising environment?
 * New deal origination vs. infusing capital into existing high performing
   credits: where are managers putting their focus and why?

Ruth Yang
Managing Director, Global Head of Private Markets Analytics
S&P Global Ratings
Moderator
Alex Chi
Co-Chief Executive Officer and Co-President
Goldman Sachs Asset Management
Keynote
Trevor Clark
Founder and Managing Partner
TPG Twin Brook Capital Partners
Keynote
Mark Gertzof
Managing Director, Head of Originations and Capital Markets
TCW Private Credit
Keynote
Timothy Lyne
Chief Executive Officer
Antares Capital
Keynote
Alan Schrager
Portfolio Manager & Senior Partner
Oak Hill Advisors
Keynote

10:45 AM
10:45 AM - 11:10 AM EDT / 3:45 PM - 4:10 PM Your local time   (25 min)
Refreshment Break
2nd Floor Grand Ballroom East


11:10 AM
11:10 AM - 11:30 AM EDT / 4:10 PM - 4:30 PM Your local time   (20 min)
Tech Talk: Credit Synergy: Integrated Tools for Lending Facilities and Private
Credit Managers
2nd Floor Grand Ballroom Foyer

Marc Levine
Managing Director
Moody's
Speaker
Hosted By:

11:10 AM - 11:50 AM EDT / 4:10 PM - 4:50 PM Your local time   (40 min)
Innovations in Private Credit Across the Asset Spectrum
2nd Floor Grand Ballroom West
Watch Session
 * What are the new frontiers for private credit across the consumer, real
   estate, healthcare, and esoteric asset spectrum?
 * What are the motivations for insurance companies to increase exposure to the
   direct lending sector through acquisition and/or new fund launches?
 * What economies of scale and asset diversification can be achieved by
   combining strategies?

Jennifer Daly
Partner
King & Spalding
Moderator
Gavin Baiera
Portfolio Manager - Credit, CEO
Centerbridge, Overland
Keynote
Jocelyn Lewis
VP, Enterprise Solutions, Head of Private Debt Commercial Strategy
S&P Global
Keynote
Brendan McGovern
Senior Partner and Head of Direct Lending
26North
Keynote
Jim Miller
Partner, Portfolio Manager and Co-Head of U.S. Direct Lending
Ares Management
Keynote
Daniel Pietrzak
Partner and Head of Private Credit
KKR Credit
Keynote

11:50 AM
11:50 AM - 12:30 PM EDT / 4:50 PM - 5:30 PM Your local time   (40 min)
The Annual LP Roundtable: Evolving Institutional Allocator Views on Private
Credit
2nd Floor Grand Ballroom West
Watch Session
 * Potential attractiveness of public vs. private markets
 * Liquidity considerations
 * What does the universe of potential private credit investment opportunities
   look like?
 * Compare and contrast the advantages of direct lending, mezz/junior debt,
   asset-based finance; risk-adjusted returns with a high level of yield, and/
   or stronger creditor documents and/or intrinsic diversification
 * Benefits of allocating to private credit in the context of structural
   inflation and positive stocks/bonds correlation
 * Do investors find a rated product beneficial? How does it compare to other
   alternatives, such as the high yield market?
 * Co-investment considerations

Jonathan Bock
Senior Managing Director and Co-Chief Executive Officer
Blackstone Credit, Blackstone Secured Lending
Moderator
Raj Ahuja
Head of Alternative Investments
OMERS
Keynote
Christopher Bell
Sports & Entertainment Director, Private Advisor, Senior Vice President
Rockefeller Capital Management
Keynote
Vincent Kravec
Managing Director
Commonfund
Keynote
Michael Phillips
Head of Credit, Special Opportunities
Teacher Retirement System of Texas
Keynote
Troy Ward
Partner and Portfolio Manager
Ares Management
Keynote

12:00 PM
12:00 PM - 12:20 PM EDT / 5:00 PM - 5:20 PM Your local time   (20 min)
Tech Talk: Morningstar Credit’s Bank and Corporate Analytics
2nd Floor Grand Ballroom Foyer

Charles Sjostrom
Assistant Vice President
Morningstar DBRS
Speaker
Hosted By:

12:30 PM
12:30 PM - 1:40 PM EDT / 5:30 PM - 6:40 PM Your local time   (1 hour, 10 min)
Delegate Luncheon
2nd Floor Grand Ballroom East & Foyer

Dining Options

Delegate Lunch will be served on Thursday in the Exhibit Hall. If you are
looking for private client dining alternatives onsite, please see the below
options: 

COUNTER POINT: (ALL-DAY WALK UP CAFÉ)*

6:00 AM- 5:00 PM | Open Daily 

POINT ROYAL RESTAURANT

*Reservations Strongly Encouraged

7:00 AM- 2:00 PM | Open Daily | Reserve Here

PLAYA RESTAURANT (BEACHFRONT NUEVO LATINO RESTAURANT)

11:30 AM – 9:00 PM |Open Daily | First Come, First Served

HOTEL BAR (INDOOR / OUTDOOR BAR)

11:00 AM – 1:00 AM | Open Daily| First Come, First Served


12:30 PM - 1:40 PM EDT / 5:30 PM - 6:40 PM Your local time   (1 hour, 10 min)
SOLD OUT - RSVPd & Confirmed ONLY - Women in Credit Luncheon
Executive Lounge, 33rd Floor

This event is SOLD OUT 

Please consider joining us on Friday, May 10th for the Women in Credit
Breakfast 

Space is limited. RSVP HERE

DealCatalyst's Women in Credit at the Women in Credit Luncheon is an opportunity
to network and make lasting connections with fellow female leaders. Join the
LinkedIn Group to stay connected before, during and after the conference. 

JOIN LINKEDIN GROUP


Sponsored By:

1:40 PM
1:40 PM - 2:00 PM EDT / 6:40 PM - 7:00 PM Your local time   (20 min)
Tech Talk: Creating End-to-End Workflows for the Private Credit Asset Class
2nd Floor Grand Ballroom Foyer

Investment strategies focused on extending credit through private debt and
direct lending have grown significantly in recent years. In this TechTalk, we
will provide an overview of the end-to-end workflows that we support for this
growing, but complex asset class. Through a presentation and demo, we will cover
how our software and services enable private fund managers and direct lenders
to:

 * Streamline the operational processes associated with online trade settlement
 * Streamline portfolio management and loan administration workflows and enhance
   performance and reporting transparency
 * Eliminate time-consuming, manual financial statement processing, and enable
   data digitization to achieve a single source of truth for accurate reporting

Kris Lee
Director, Sales Engineering
S&P Global
Keynote
Hali McClelland
Executive Director Lending Solutions
S&P Global
Keynote
Hosted By:

1:40 PM - 2:30 PM EDT / 6:40 PM - 7:30 PM Your local time   (50 min)
Retail is Not Dead (At Least Not in Private Credit)! Expanding the Retail
Investor Base
2nd Floor Grand Ballroom West
Watch Session
 * How much additional investable capital could be tapped? Is it smart to
   diversify fundraising beyond institutional investment?
 * What additional measures must funds implement (i.e. reporting and
   infrastructure) to attract and retain retail investors?
 * What are the implications of a move to more liquid, open-ended funds?

Leslie Falconio
Managing Director and Head of Fixed Income Strategy
UBS Wealth Management
Moderator
Fran Beyers
Managing Director
Cliffwater
Keynote
Jeff Day
Head of Capital Markets & Business Development
Morgan Stanley Private Credit
Keynote
Brian Marcus
Managing Director - Partner and Deputy Head of Cross Platform Investing
Carlyle
Keynote
Joe Mazzoli
Head of Investor Relations & Client Development
Barings BDC
Keynote
Jon McEvoy
Managing Director, Co-Head Private Wealth
Coller Capital
Keynote

2:20 PM
2:20 PM - 2:40 PM EDT / 7:20 PM - 7:40 PM Your local time   (20 min)
Tech Talk: Growing Margin with your Loan Solutions
2nd Floor Grand Ballroom Foyer

Leveraging best-in-class loan technology, learn how to grow your top line
revenue while reducing the cost of making a loan.

Benjamin Simmers
Senior Director - Solutions Management
SS&C Technologies
Speaker
J Robert Zanfardino
Sales Manager, Americas
SS&C Technologies
Speaker
Hosted By:

2:30 PM
2:30 PM - 3:20 PM EDT / 7:30 PM - 8:20 PM Your local time   (50 min)
Track A: The Evolving Role of Banks: From Partnership to Healthy Competition
2nd Floor Grand Ballroom West
Watch Session
 * How have banks pivoted and shifted amid regulatory environment, what new role
   do they play?
 * New issue sourcing platform;
 * On balance sheet direct lenders;
 * Navigating Capital: Private credit funds as co-lenders; Leveraged finance
   providers; Arrangers
 * How are banks positioning themselves as balance sheets and lending capacity
   grows ever more constrained?

Ana Arsov
Managing Director – Global Financial Institutions
Moody's Ratings
Moderator
Jeffrey Bracchitta
Managing Director - Co-Head of Direct Lending
J.P. Morgan
Panelist
Jennifer Kloud
Head of Originations
BMO Sponsor Finance
Panelist
David Ridley
Partner
White & Case
Panelist
Gregory Ruback
Partner
Schulte Roth & Zabel
Panelist

2:30 PM - 3:20 PM EDT / 7:30 PM - 8:20 PM Your local time   (50 min)
Track B: The Outlook for Deal Workouts & Restructurings in 2024
2nd Floor Atlantic Ballroom 1
 * Headlines vs. Reality: what does the default tracker data show?
 * Why is private credit favoring out of court restructurings (key tossings)?
   How does this compare to the BSL market?
 * Why lender on lender violence in private credit is a rare occurrence vs. the
   ‘inside baseball’ or exclusive opportunism sometimes seen in the BSL market

Geoff Burrows
Reporter
Reorg
Moderator
Stephen Boyko
Partner
Proskauer
Panelist
Michele Kovatchis
Senior Managing Director, Head of Credit Advisory
Antares Capital
Panelist
Karl Liebenauer
Director
NXT Capital
Panelist
Matthew Warren
Partner
King & Spalding
Panelist

2:30 PM - 3:20 PM EDT / 7:30 PM - 8:20 PM Your local time   (50 min)
Track C – Asset Based Credit Summit: The ABCs of Asset-Backed Credit: A Primer
Workshop
2nd Floor Atlantic Ballroom 2
 * Why are we seeing an uptick in new fund launches and investor interest in
   Asset Backed Credit?
 * Total market opportunity in the U.S. as it compares to Direct Lending
 * Types of assets financed:
   * Financial
   * Real assets
   * Contractual cash flows
 * Fund structures and strategy 

Cory Wishengrad
Head of Fixed Income
Guggenheim Securities
Moderator
Victoria Chant
Senior Managing Director
Blackstone
Panelist
Pratik Gupta
Managing Director, Head of CLO & RMBS Research
Bank of America
Panelist
Avi Korn
Co-Head, Asset Based Finance
KKR
Panelist
Andrew Young
Partner
Clifford Chance US LLP
Panelist

3:00 PM
3:00 PM - 3:20 PM EDT / 8:00 PM - 8:20 PM Your local time   (20 min)
Tech Talk: BDCs and Private Credit: Market Overview and Key Insights
2nd Floor Grand Ballroom Foyer

The Tech talk will cover insights from BDC filings, covering areas such as AUM
growth, industry exposure, non-accruals, PIK, maturity wall, and other key
trends.

Sourav Srimal
SVP Solutions
SOLVE
Speaker
Hosted By:

3:20 PM
3:20 PM - 3:50 PM EDT / 8:20 PM - 8:50 PM Your local time   (30 min)
Refreshment Break
2nd Floor Grand Ballroom East


3:50 PM
3:50 PM - 4:10 PM EDT / 8:50 PM - 9:10 PM Your local time   (20 min)
Tech Talk: Analyzing the State of Private Credit
2nd Floor Grand Ballroom Foyer

•    The syndicated loan market reopens to lower-rated issuers: Private credit’s
response 

•    Where have all the buyouts gone, and when will they return? 

•    The syndicated loan market vs. private credit: Who’s winning?

•    Discover how PitchBook can enhance your loan strategy.

Abby Latour
Managing Editor, US Private Credit
PitchBook | LCD
Speaker
Christopher Polanco
Senior Product Specialist
PitchBook Solutions
Speaker
Hosted By:

3:50 PM - 4:40 PM EDT / 8:50 PM - 9:40 PM Your local time   (50 min)
Track A: Innovations in Leverage Solutions for Private Credit
2nd Floor Grand Ballroom West
Watch Session
 * The expanding menu of investment vehicles and financing options: NAV lines,
   Warehouse, Feeder Notes, CLOs, Perpetual BDCs and more.
 * Banks and Non-bank lenders dedicating more capital and attracting more
   investors.
 * Options evolve as strategies evolve: the migration from direct lending to CRE
   to ABL and beyond.

William Cox
SMD, Global Head of Corporate, Financial and Government Ratings
KBRA
Moderator
Devi Aurora
Managing Director & Analytical Manager, Financial Services Ratings
S&P Global Ratings
Panelist
Cyrus Moshiri
Director
New Mountain Capital
Panelist
Allan Schmitt
Managing Director, Asset Backed Finance
Wells Fargo Corporate & Investment Banking
Panelist
John Tsui
Managing Principal
Peninsula House LLC
Panelist
Dadong Yan
Head of Portfolio Finance
Barings
Panelist

3:50 PM - 4:40 PM EDT / 8:50 PM - 9:40 PM Your local time   (50 min)
Track B: BDC Analyst Roundtable | Monitoring Manager Performance
2nd Floor Atlantic Ballroom 1

Erica Frontiero
Senior Advisor, Independent Director
EF Advisors/ LSTA
Moderator
Larry Herman
Managing Director
Raymond James
Panelist
Clay Montgomery
VP-Senior Analyst
Moody's Ratings
Panelist
Finian O'Shea
Director
Wells Fargo Corporate & Investment Banking
Panelist
Harry Pangas
Partner
Dechert
Panelist
Mohak Rao
Research Analyst, Fixed Income
Fidelity Management & Research Company
Panelist

3:50 PM - 4:40 PM EDT / 8:50 PM - 9:40 PM Your local time   (50 min)
Track C: Investment Themes in Asset Based Credit
2nd Floor Atlantic Ballroom 2
 * Special Purpose Credit Funds: a pathway for bank and insurance company
   co-investment
 * What new and mispriced lending opportunities exist in this sector?
 * Risk and return profiles of the underlying investments vs. other types of
   private credit, especially direct lending
 * Compare and contrast the various credit fund investment due diligence
   capabilities: evaluating the risk management team
 * Assessing opportunities in the major market sectors: Consumer/Mortgage
   Finance, Hard Assets, Small-Medium Sized Enterprise, and Contractual Cash
   Flows
 * Choosing your place in the capital stack: senior/junior debt vs. equity

Winston Chang
Managing Director, Structured Finance Sector Lead
S&P Global Ratings
Moderator
Nick Cleary
Senior Partner
Vantage Infrastructure
Panelist
Chris Grizzard
Director
Bayshore Capital
Panelist
Dominick Ruggiero
Managing Director and Partner
Fortress Investment Group
Panelist
John Slonieski
Partner, Director of Private Credit
Medalist Partners
Panelist

4:40 PM
4:40 PM - 5:30 PM EDT / 9:40 PM - 10:30 PM Your local time   (50 min)
Track A: Taking a Deeper Dive into Private Credit CLOs
2nd Floor Grand Ballroom West
Watch Session
 * Understanding the key differences and relative value as an investment vs. BSL
   CLOs
 * Total anticipated issuance volume in 2024
 * Emerging geographies: first European CLO timeline?
 * Profiling the investor base: how is this broadening/evolving?

Daniel Strong
Executive Director
SMBC
Moderator
Shelly Cleary
Partner
Ares Management/Ivy Hill
Panelist
Andy Frank
Managing Director, Partner & Head of Sponsor Finance
Fortress
Panelist
Carolyn Glick
Managing Director
BlackRock
Panelist
Kevin McLeod
Head of Fund Development and Senior Managing Director
Cerberus Capital
Panelist
John Timperio
Partner
Dechert
Panelist

4:40 PM - 5:30 PM EDT / 9:40 PM - 10:30 PM Your local time   (50 min)
Track B: Liquidity in Private Credit: Secondary Market Trading and Secondary
Funds
2nd Floor Atlantic Ballroom 1
 * Will demand for secondary liquidity rise with expansion of the market?
 * Is there a need for a secondary trading desk dedicated to private capital?
 * Role of secondaries funds with respect to liquidity
 * Pressure from regulators on valuations/transparency the intersection with
   secondaries
 * The push pull between investment liquidity vs. transactional trading

Adelene Lee
Managing Editor, Senior Vice President, Reorg Americas
Reorg
Moderator
Ted Basta
EVP, Market Analytics & Investor Strategy
LSTA
Panelist
Anthony Diaz
Managing Director, Head of Loan Sales & Trading
Antares Capital
Panelist
Tim Grell
Chairman of North America
Tikehau Capital
Panelist
Michael Loehrke
Managing Director, Head of Sales & Trading
Golub Capital
Panelist
Daniel Roddick
Founder
Ely Place Partners
Panelist

4:40 PM - 5:30 PM EDT / 9:40 PM - 10:30 PM Your local time   (50 min)
Track C: Asset Based Fund Manager Perspectives
2nd Floor Atlantic Ballroom 2
 * Motivations for funds launching ABC or co-mingled strategy
 * Profiling the non-bank lender landscape: will we see consolidation due to
   rising costs of funding and narrowing profit margins? 
 * How are funds choosing which platforms to invest in/divest from?
 * Loan portfolio sales: distressed asset opportunities
 * What will be the dominant source of funding for these non-bank origination
   platforms going forward? Public ABS vs. private markets

Carolyn Alford
Partner
King and Spalding
Moderator
Kevin Alexander
Partner
Ares Management
Panelist
Gary Miller
Director, Specialty Finance
Revere Capital LLC
Panelist
Michael Morris
Managing Director
Flexpoint Ford
Panelist
5:30 PM
5:30 PM - 6:30 PM EDT / 10:30 PM - 11:30 PM Your local time   (1 hour)
Day One Concludes and Delegate Happy Hour Commences | Hosted by Davis Polk
2nd Floor Grand Ballroom Foyer

All delegates are welcome to Join for the end of Day One Happy Hour courtesy of
our sponsor, Davis Polk. 


Sponsored By:

8:30 PM
8:30 PM - 11:00 PM EDT / Fri May 10, 1:30 AM - 4:00 AM Your local time   (2
hours, 30 min)
Havana Nights: The 'Official' Private Credit Industry After Party | Hosted by
SMBC *DELEGATE BADGES REQUIRED FOR ENTRY*
Monkitail Restaurant, The Diplomat Hotel

Join your industry colleagues for an after-dinner nightcap at the Official
Private Credit Industry Conference After-Party

Hosted in Monkitail Restaurant, a beautiful Asian-themed oasis, you can expect
an evening reminiscent of old world Cuba, featuring South Florida resident DJ
Juan, spinning Latin infused Deep House/ Melodic tunes that are the perfect
backdrop to a tropical soiree.






Fri May 10
8:15 AM
8:15 AM - 9:15 AM EDT / 1:15 PM - 2:15 PM Your local time   (1 hour)
Registration Opens & Delegate Breakfast
2nd Floor Convention Center


8:30 AM
8:30 AM - 9:30 AM EDT / 1:30 PM - 2:30 PM Your local time   (1 hour)
Women in Credit Workshop Breakfast: Methods to Prevent Becoming a Target |
Safety and Awareness Tips When Traveling Abroad or in Your Home City
2nd Floor Atlantic Ballroom 1

This breakfast workshop will be instructed by a local first responder, U.S. Army
veteran, and member of Search and Rescue Special Operations team. Attendees will
learn how criminals select their targets, and what you can do while traveling
abroad and at home to keep yourself safe and aware.

Attendees will learn practical tips such as:

 * Identity theft prevention at home
 * Urban Environment Navigation 
 * Hotel Safety 

Attendees will be entered to win an Apple Air Tag !

Space is limited. RSVP HERE


Sponsored By:

9:30 AM
9:30 AM - 10:20 AM EDT / 2:30 PM - 3:20 PM Your local time   (50 min)
Where it All Began… Financing the Core Middle Market
2nd Floor Grand Ballroom West
Watch Session
 * Tracing the expansion of private credit from its origins in the lower middle
   market to large deals and new asset types; how the early lenders set the
   stage for responsible growth
 * What are some of the biggest challenges being faced by private credit funds
   currently?
 * How much of a role will private credit continue to play in financing the core
   middle market once rates normalize and public markets rebound? 
 * Is the lower to core middle market more vulnerable to increasing portfolio
   stress? Are certain sectors worthy of heightened vigilance?

Matt O'Meara
Head of Global Private Credit and Co-Head of Global Lending
Mayer Brown
Moderator
Michael Ewald
Partner, Global Head of the Private Credit Group
Bain Capital Specialty Finance, Bain Capital Credit
Keynote
Doug Goodwillie
Managing Partner & Co-Head, Middle Market Direct Lending
Kayne Anderson Capital Advisors
Keynote
Ted Koenig
Chairman & Chief Executive Officer
Monroe Capital
Keynote
Stephan Kuppenheimer
Partner, Portfolio Manager and Head of Private Credit
Lord Abbett
Keynote
Jay Ramakrishnan
Senior Managing Director, Head of Originations
AB Private Credit Investors
Keynote

10:20 AM
10:20 AM - 11:10 AM EDT / 3:20 PM - 4:10 PM Your local time   (50 min)
Fund ‘Shark Tank’: How are Newer Firms/Funds/Platforms Delivering Alpha and
Finding Their Niche Amid a Crowded Field?
2nd Floor Grand Ballroom West
Watch Session
 * Will a meaningful return to deal volume in 2024 contribute to a proliferation
   of new entrants?
 * How are newer funds navigating a slower fundraising and leveraged finance
   environment? 
 * Are there new strategies or structures being developed to deliver a unique
   opportunity for investors?
 * Profiling the new fund managers: CLO managers, insurance companies 
 * Are smaller or newer platforms prepared to navigate increased levels of
   market stress?

David Brooke
Private Credit Editor
9fin
Moderator
Marilyn Adler
Founder and Managing Partner
Mizzen Capital
Keynote
Wynne Comer
Chief Operating Officer
AGL Credit Management LP
Keynote
Kirsten Hagen
Co-Founder and Partner
Brinley Partners
Keynote
Sengal Selassie
Chief Executive Officer
Brightwood
Keynote
Alex Zilberman
Managing Director
Blue Owl Capital
Keynote

11:10 AM
11:10 AM - 11:30 AM EDT / 4:10 PM - 4:30 PM Your local time   (20 min)
Refreshment Break
2nd Floor Grand Ballroom East


11:30 AM
11:30 AM - 12:15 PM EDT / 4:30 PM - 5:15 PM Your local time   (45 min)
Track A: A Rising Tide Lifts All Ships, but Will Some Managers Wash Ashore in
2024? Managing Underperforming or Distressed Credits in the Portfolio
2nd Floor Grand Ballroom West
Watch Session
 * What is the perceived level of systemic risk in the private credit ecosystem,
   and does the data support this, or are concerns of a bubble unwarranted?
 * Given the economic uncertainties ahead, what attributes should an investor
   focus on in assessing asset managers?
 * How can an asset manager properly manage sponsor and co-lender relationships
   to ensure the LP interests are protected?

 * How are LPs evaluating the potential downside of a deteriorating credit
   portfolio, and what preventative measures are they requiring from fund
   managers, i.e. workout teams and credit monitoring? 

 * Assessing the health of underlying assets and liquidity value of the
   portfolio; are we seeing discrepancies emerge in portfolio company valuations
   and how does an investor reconcile conflicting or scarce data?

Shuichi Kiyanagi
Senior Director, Asset Management
SuMi Trust
Moderator
Derek Dubois
Managing Director, Treasurer
Deerpath Capital Management
Panelist
Leonard Klingbaum
Partner
Ropes & Gray
Panelist
Daniel Leger
Managing Director
MGG Investments
Panelist
Marco Prono
Managing Director, Co-Head Direct Lending
J.P. Morgan
Panelist

11:30 AM - 12:15 PM EDT / 4:30 PM - 5:15 PM Your local time   (45 min)
Track B: Reading the Room: Is Private Credit in Regulators’ Sights?
2nd Floor Atlantic Ballroom 1

With the rapid expansion of the private credit market and its significant role
in corporate lending and fund finance, regulatory scrutiny has increased
globally. The panel will assess the current and future regulatory landscape and
address key questions including:

 * What initiatives have been advanced by financial regulators?
 * Are calls for more granular data on nonbank financial intermediaries a
   tipping point?
 * Five years down the line, will providers of private credit become as
   regulated as banks?
 * How can banks and nonbanks prepare for potential new rules?

Tess Virmani
Deputy General Counsel & EVP - Head of Policy
LSTA
Moderator
Caitlin Colvin
Managing Director
Blackstone
Panelist
Jennifer Han
Executive Vice President, Chief Counsel & Head of Global Regulatory Affairs
MFA
Panelist
Adam Heasley
Partner
Schulte Roth & Zabel
Panelist
Douglas Landy
Partner
White & Case
Panelist

11:30 AM - 12:15 PM EDT / 4:30 PM - 5:15 PM Your local time   (45 min)
Track C - Allocator Workshops: The Evolving Role of Asset Owners: Choosing Your
Fund Manager vs. Co-Investment Considerations
2nd Floor Atlantic Ballroom 2
 * The evolving role of asset owners from allocators to direct co-investors; how
   will this trend impact fundraising efforts by GPs?
 * What is the cost-benefit analysis of allocation vs. co-investment?
 * When choosing to allocate, what are the most important factors to evaluate in
   a fund manager? Strategy, track record, management turnover, open end vs.
   closed fund structure (liquidity)

Peter Benson
Private Credit Reporter
9fin
Moderator
Craig Dewberry
Partner
Albourne Partners
Panelist
Matt Stoeckle
Director
Liberty Mutual Investments
Panelist
Sriram Vedula
Director, Private Credit Fund
BCI
Panelist
12:15 PM
12:15 PM - 1:00 PM EDT / 5:15 PM - 6:00 PM Your local time   (45 min)
Track A: The ABC’s of CFOs (Collateralized Fund Obligations): Securitizing
Private Equity Interests
2nd Floor Grand Ballroom West
Watch Session
 * Overview of the structure and how it functions
 * What are the benefits of the CFO structure ( tranching risk, leveraging fund
   equity, rated notes and broader investor appeal)
 * Issuance volume outlook in 2024

Jon Burke
Partner
Dechert
Moderator
Belinda Ghetti
Managing Director, Co-Head US Structured Credit CLO
S&P Global Ratings
Panelist
Gopal Narsimhamurthy
Managing Director, Global Head of Funds Ratings
KBRA
Panelist
Seth Perlman
Executive Director
Morgan Stanley
Panelist
Pramit Sheth
Head of Structured Products
Dawson Partners
Panelist
Phillip Titolo
Managing Director
Hunter Point Capital
Panelist

12:15 PM - 1:00 PM EDT / 5:15 PM - 6:00 PM Your local time   (45 min)
Track B: Emerging Geographies: Assessing the Market Opportunity in Asia and
Europe
2nd Floor Atlantic Ballroom 1
 * Across the capital stack and deal sizes, where are GPs seeing the most
   opportunity in Europe and Asia?
 * LP motivations for looking beyond U.S. borders: diversification, yield,
   achieving scale and efficiency via GPs with a diversified footprint
 * Changes in the European market post COVID and post Brexit: has the market
   shifted from one that was very London focused to increasingly Continental
   focused?
 * Current direct lending AUM in Asia/Europe and total market opportunity
 * What is being created in terms of new manager startups globally?
 * Regulatory and compliance considerations when operating across multiple
   jurisdictions in Europe? In Asia?

Nedelina Lazarova
Investment Manager
HQ Trust
Moderator
Ron Daniel
Chief Executive Officer & Co-Founder
Liquidity Group
Panelist
Manuel Delgado
Managing Director and Head of Business Development
Alantra
Panelist
Daniel Pallone
Vice President, Mortgage REIT and Loan Solutions
SS&C Technologies
Panelist
Jason Phillips
Director, Asia Credit
KKR
Panelist

12:15 PM - 1:00 PM EDT / 5:15 PM - 6:00 PM Your local time   (45 min)
Track C: Trends in Documentation and Deal Structuring
2nd Floor Atlantic Ballroom 2
 * Over – capitalization of deals to ensure sound performance in a downturn
 * Given the potential for increased volatility, are we seeing tightened
   leverage and convenant requirements and other structural protections?
 * Liability management – (Are your rights, claims and capital position really
   what you think they are)?

Beth Vogel
Partner
Mayer Brown
Moderator
Marina Lukatsky
Global Head of Credit Research
PitchBook
Panelist
John Papachristos
Partner
Cahill Gordon & Reindel LLP
Panelist
Ilona Potiha Laor
Partner
A&O Shearman
Panelist
Sabrina Rusnak-Carlson
General Counsel, Senior Managing Director
First Eagle Alternative Credit
Panelist

1:00 PM
1:00 PM - 1:00 PM EDT / 6:00 PM - 6:00 PM Your local time   (0 min)
The Private Credit Industry Conference on Direct Lending and Middle Market
Finance Concludes




Add to calendar: Google iCal Outlook Yahoo
Cookie Preferences
Looking for your ticket? Contact the organizer
Add to calendar: Google iCal Outlook Yahoo
Cookie Preferences Looking for your ticket? Contact the organizer



WE VALUE YOUR PRIVACY.


We use cookies to enhance your browsing experience, serve personalized ads or
content, and analyze our website traffic. By selecting 'Accept All' you consent
to our use of these cookies. You also have the option to 'Reject All' or manage
individual preferences by selecting 'Manage Settings'. You can also read more
information about our cookie policy by clicking on the link below.

Privacy & Cookie Policy

Manage Settings Reject All Accept All



PRIVACY PREFERENCE CENTER

When you visit any website, it may store or retrieve information on your
browser, mostly in the form of cookies. This information might be about you,
your preferences or your device and is mostly used to make the site work as you
expect it to. The information does not usually directly identify you, but it can
give you a more personalized web experience. Because we respect your right to
privacy, you can choose not to allow some types of cookies. Click on the
different category headings to find out more and change our default settings.
However, blocking some types of cookies may impact your experience of the site
and the services we are able to offer.
More information
Allow All


MANAGE CONSENT PREFERENCES

STRICTLY NECESSARY COOKIES

Always Active

These cookies are necessary for the website to function and cannot be switched
off in our systems. They are usually only set in response to actions made by you
which amount to a request for services, such as setting your privacy
preferences, logging in or filling in forms. You can set your browser to block
or alert you about these cookies, but some parts of the site will not then work.
These cookies do not store any personally identifiable information.

Back Button


PERFORMANCE COOKIES



Search Icon
Filter Icon

Clear
checkbox label label
Apply Cancel
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label

Reject All Confirm My Choices