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Tuesday, December 13, 2022 | University Club of New York

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The Credit Innovation US Summit 202 is a one-day retreat focusing on emerging opportunities and best practice for private credit and CLO managers.

  • Be a closed and invite-only gathering, this means no media and a curated audience of genuine peers
  • Bring together senior staff from across the GP leadership suite to discussed shared problems, opportunities and solutions
  • Focus on current trends, emerging themes and the likely innovations and disruptors of 2023 and beyond

Private Equity Wire's & Hedgeweek's event will:

    As assets in private credit strategies edge toward $2trn by the end of 2022 and the space continues to innovate via more diverse strategies and structures, this Chatham House gathering – designed for operations, finance, legal, product and back-office leaders across the growing spectrum of credit firms – will offer actionable solutions to this innovative sector’s current problems and potential.

PUT YOUR BRAND IN FRONT OF 100+ MANAGERS

CONFERENCE AGENDA

8:00 AM

ARRIVAL AND REGISTRATION

9:00 AM

WELCOME FROM THE CHAIR

  • How are managers dealing with continued inflation and interest hikes – there is clearly potential here, but also a downside
  • What is the global-macro outlook for private credit managers – chief risk factors, main opportunities and the unpredictability of global conflict and supply chain issues
  • Is your business primed for expansion into new strategies and fund launches? Where are the current mainstream and niche opportunities?
  • Are you distributing globally – particularly with high yielding and stable credit strategies in demand – and how can you grow your footprint?
  • With credit institutionalizing, what will the renewed regulatory approach be in 2023 – will this inhibit growth and opportunity?
  • Finally, with the space on the radar of large managers – will see an increasingly bifurcated sector with small trailblazers losing market share to the big asset gatherers? How do you mitigate this and stay competitive?

Credit futures: After twelve months of growth and new potential, where do we go to next?

PANEL 1

9:00 AM

FLASH BRIEFING

9:45 AM

Credit Futures: Outlook for direct lending in 2023

  • Outsourcing, now a strategic imperative for credit fund back-office – what are the current drivers and trends
  • Valuations and loan admin outsourcing are currently the most outsourced functions after fund administration – examining the scope, challenges, models and strategies adopted in each
  • Pushing the boundaries of outsourcing to other higher value activities – where to next? Are you even examining the ‘fraction-lisation’ of once key staff – e.g. CTO…and even the COO/CFO. What are the benefits and risks here?
  • What other areas of your ops could be outsourced?

Digitalization and delegation: Is the potential of outsourcing for credit funds boundless or should it stop at the back office?

PANEL 2

10:00 AM

  • What other areas of your ops could be outsourced? And how to stay connected to remote partners and stakeholders in a ‘hybrid’ world
  • What disruptors and new developments are we seeing in outsourcing?
  • Extension of outsourcing to front office and operating partners
  • Promise of technology adoption for credit funds’ back-office (e.g. cognitive investment data management, standardisation of templates)
  • Portfolio monitoring – challenges in monitoring
  • Investor reporting – reporting challenges, automation
  • Co-sourcing and in-sourcing versus standard outsourcing – co-sourcing approach winning with larger funds, but what does it also mean for smaller players?
  • Benefits and trade-offs
  • Decision considerations for co-sourcing versus standard outsourcing

10:45 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Building and interrogating a coherent data eco-system
  • The scope and use of data are widening, but are private credit managers paying enough attention to data strategy, storage and governance?
  • Is it possible to quickly systematize a space that has for so long run on and relied on manual processes?
  • The continued concerns over cyber security – has remote working intensified these concerns? What are the available solutions?

Roundtables take place as repeated parallel sessions. Delegates rotate through all 4 topics for small and focused discussion

ROUNDTABLE ROUND 1

11:15 AM

Roundtable A: Data management, data ‘interrogation’ and technology: leveraging existing data, building new data systems and gaining real insight

Roundtable B: Launch pad: Getting a new CLO/private credit fund right

  • What are the typical fund structuring considerations for managers?
  • What are the niche investment opportunities you should be considering?
  • What sort of vehicles should you be using for your first or second fund launch
  • What are some of the key questions to ask for any new manager, as they think about their fee structure?
  • Evergreen vehicles to access ‘permanent’ capital
  • Co-investment and partnering with small numbers of investors to get you off the ground
  • Acting as specialist sub-advisor to a larger fund
  • The sector still relies on manual processes – is this evolving? How can outsourcing loan administration help with this? How can you seamlessly integrate it into your own processes?
  • How do managers ensure they have the staff, data, and pipeline to originate credit opportunities easily and administer loans to the satisfaction of demanding LPs?
  • Controlling costs – how to create a flexible model that will allow managers to use outsourced service providers in a cost-effective way
  • Can outsourcing enhance workflow, especially during increasingly rapid fund launches

Roundtable C: Legal, tax and structuring outlook: anticipating new rules on a local and global level

  • Structuring funds and loans to encourage ESG-compliant behaviour
  • Making progress: aligning GP and LP interests on ESG – how to collaborate in the reporting process and what are the operational headaches?
  • Will ESG be linked to carry in the future?
  • The data and analytics required to drive value from ESG strategies – tracking ESG metrics in earnest and meeting LP expectations
  • Next steps: Do you use these non-financial indicators in investment decisions?
  • Requirements for launching ESG funds
  • Will improving on ESG feed through to returns?

Roundtable D: ESG landscape: making sure LPs and GPs are on the same page and using best practice in ESG as a selling point

Roundtables take place as repeated parallel sessions. Delegates rotate through all 4 topics for small and focused discussion

ROUNDTABLE ROUND 2

12:00 AM

Roundtable A: Data management, data ‘interrogation’ and technology: leveraging existing data, building new data systems and gaining real insight

Roundtable B: Launch pad: Getting a new CLO/private credit fund right

Roundtable C: Outsourcing loan administration: reporting, customisation, IT and due diligence

Roundtable D: ESG landscape: making sure LPs and GPs are on the same page and using best practice in ESG as a selling point

12:45 PM

NETWORKING LUNCH

Credit Futures: Outlook for CLOs in 2023

FLASH BRIEFING

1:45 PM

  • Current hiring trends – what roles (new and old) will be prominent and prevalent in 2023
  • How has the remote working changed the staff dynamic and your approach to recruitment?
  • Diversity, equity and inclusion (DE&I): Are private credit managers making progress in focus…and fact?
  • Are your LPs starting to track DE&I metrics in the same way they approach ESG
  • How to reflect DE&I in senior hires?
  • Is money enough – the emerging benefits that will attract the best in talent
  • How to create a global work force and find - and manage - international talent

Talent acquisition: Republic of the remote, back to the office or somewhere in between

PANEL 3

2:00 PM

Credit Futures: Outlook for distressed and special sits in 2023

FLASH BRIEFING

2:45 PM

Roundtables take place as repeated parallel sessions. Delegates rotate through all 4 topics for small and focused discussion

ROUNDTABLE ROUND 3

3:00 PM

Roundtable A: Data management, data ‘interrogation’ and technology: leveraging existing data, building new data systems and gaining real insight

Roundtable B: Launch pad: Getting a new CLO/private credit fund right

Roundtable C: Outsourcing loan administration: reporting, customisation, IT and due diligence

Roundtable D: ESG landscape: making sure LPs and GPs are on the same page and using best practice in ESG as a selling point

3:45 PM

NETWORKING BREAK

  • Has the last 24months led to a new resolve to do more with tech – what have been the key lessons here?
  • Using alternative data and improved data integration to better analyse portfolio companies and new acquisitions
  • How are credit firms prioritising new technologies to adjust their investment strategies to today’s market dynamics?
  • What technology trends do you anticipate coming to the fore, over the next five years?
  • The increasing role of AI and machine learning tools – which aspects of the PE operating model might best benefit?

Setting the agenda: Future trends in credit fund technology

PANEL 3

4:15 PM

  • How are technology platforms re-shaping the capital raising model?
  • What types of technology are IR teams introducing, as a result of the pandemic, to connect with investors?
  • How is the IR role evolving in line with tech innovation, and how is this helping improve investor communication/reporting?
  • What kind of best practices should managers be mindful of, when doing virtual fundraising, and what are some of the main risks to avoid?
  • Using digital tools for onboarding
  • Will we see a hybrid approach to fundraising, on a permanent basis, going forward, combining the human element with the machine?
  • Changing approaches to ODD via tech

IR 2.0: Digitising fundraising and investor relations

PANEL 4

5:00 PM

5:45 PM

NETWORKING

Cocktails, canapes and networking

7:00 PM

EVENT CLOSES

Asha Richards

EVP & Global Head of Services at Linedata

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Managing Director, Deputy General Counsel at CIFC Asset Management

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Anup Kumar

Bill Bymel

Founder at First Lien Capital

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Brian Brennan

Managing Director & Co-Deputy General Counsel at York Capital Management

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Faraz Abbasi

Managing Partner at Centerfield Capital Partners

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Cesar Estrada

Private Markets Segment Head at Arcesium

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Gloria Nelund

Chairman, President, and Chief Executive Officer at TriLinc Global LLC

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Javier Cárdenas Ibarra

CEO and Founder at Rotamundos

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Heather McNally

Head of Operations at Brinley Partners

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Jed Freedlander

Managing Partner - Head of Business Development at Phoenix Infrastructure

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Joseph Marren

Jonathan White

Global Head of Funds Sales at Intertrust Group

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President & CEO & CIO at KStone Partners

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Joseph Morrissey

Partner at Seward & Kissel

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Luke Rahbari

Managing Partner at Equity Armor Investments

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Mark Seaman

SVP, Business Development & Advisory Services at Linedata

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Mead Welles

CEO & Head Portfolio Manager at Octagon Asset Management

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Melanie Brensinger

Founder and Managing Partner at Anagenesis Capital Partners

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Nate Morse

Head of Strategic Credit at Eagle Point Credit Management

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Robert Van Eyck

Vice President of Product Management and Product Development at SS&C Advent

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Director at Deerpath Capital Management, LP

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Nick Nolan

Samantha Viglienghi

Chief Financial Officer at Brinley Partners

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Silvana Beckley

Director, Global Institutional Sales at Compass Group

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Steve Bienashski

Co-Head of Credit Strategies at UBS Hedge Fund Solutions

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Stephan Connelly

Director at Star Mountain Capital

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Thomas Hall

Managing Director and Co Head of Private Credit at Capital Dynamics

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Wick Egan

Vice President, Operations and Business Development at Egan-Jones Rating

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MANAGERS

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

UNIVERSITY CLUB OF NEW YORK

Address: One West 54th Street New York, NY 10019

Venue Requirements

Dress Code

COVID-19

Electronic Devices

Attendees must be able to provide proof of a full Covid-19 vaccination to gain entry.

Business attire -

blazers/jackets and collared shirt for men. Trainers or denim are not permitted.

Electronic devices must remain silent in all public areas in the Club House.

For more information on any of the above, please click here.

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INNOVATION US SUMMIT

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