Thursday, June 22nd, 2023 | Convene 101 Park Avenue, New York

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Delivering actionable and mission-critical information to private credit managers

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A one-day ‘urban retreat’ for operations, finance, legal and back-office leaders at private credit fund managers, taking place at Convene 101 Park Avenue, New York.

  • 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 private equity and hedge fund leadership suite to discuss shared experience, problems and solutions of private credit leaders from across the executive suite

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

As the private credit 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.

All Hedgeweek and Private Equity Wire Summits operate under Chatham House Rule. This means that attendees are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed. Recording of the panels and roundtables is strictly prohibited.

All Summits and Webinars are CPD accredited, so you can learn, network and develop new skills.

Find out more about The CPD Certification here: https://cpduk.co.uk/

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CONTACT OUR TEAM

PUT YOUR BRAND IN FRONT OF 100+ MANAGERS

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CONFERENCE AGENDA

7:15 AM

PRE-REGISTRATION AND INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

Invite only Breakfast

7:30 AM

Top priorities for leaders at private credit specialists: A guided discussion for C-suite professionals at management firms addressing:

  • Key operational trends
  • Emerging strategy trends
  • Allocator activity and fundraising
  • Direction of new regulation

ARRIVAL AND REGISTRATION

8:30 AM

WELCOME FROM THE CHAIR

8:55 AM

  • Angele Paris, Head of Partner Content, Global Fund Media
  • Mapping current allocator demand – how to understand and make the most of new LP interest and how to communicate with would-be clients who have yet to allocate to private credit.
  • Who will benefit from a new wave of interest? The large (and getting larger) players, smaller/new private credit managers or asset gatherers/multi-strats that opportunistically launch into the space – how can existing managers protect their USP and new managers thrive?
  • What trends are we currently seeing in fund launches? As a sector what lessons can we draw from these? And…where do we go next?

Opportunity is now: How can your private credit fund take advantage of increased LP appetite, the reticence of the traditional loans space and new innovation?

PANEL 1

9:00 AM

Speakers:

  • Richard Gumer, Partner, Kennedy Lewis Investment Management LLC (moderator)
  • Fraser Armstrong-Watters, Chief Financial Officer, Palisades Group
  • Jens Ernberg, Managing Director, Co-Head of Private Credit, Capital Dyanmics
  • Robert Van Eyck, Head of US Distribution, Deerpath Capital

FIRESIDE CHAT

Voice of experience – how to win mandates and influence allocators

Learn from a ‘veteran’ in the private credit space on fundraising, firm evolution, fund strategy... and learning from your mistakes.

9:45 AM

  • Carolyn Glick, Managing Director, Blackrock
  • Vikas Keswani, Managing Director, HPS Investment Partners

Speakers:

  • Exploring the current trends and strategies employed by managers and funds to enhance operational efficiency through automation
  • How are private credit managers tackling the ongoing search for the ideal solution to meet multiple service needs like valuations and loan agreements? Exploring different strategies: 'buy, build, and cobble' or use innovative alternatives?
  • How can you work with third party partners to successfully build out, scale and automate private credit fund operations?
  • Exploring reporting and operational expectations with new investors approaching space.
  • Leveraging technology for success

Streamlining Investment Management: Embracing Automation and Efficiency

PANEL 2

Speakers:

  • Joel Palathinkal, CEO, Sutton Capital (moderator)
  • Sean Bill, CIO, Prime Meridian
  • Nick Nolan, Vice President, Solutions Management and Product Development, SS&C Advent
  • Mead Welles, President & CEO, Octagon Asset Management

10:00 AM

  • Dealing with increasing regulatory scrutiny, changing credit quality trends, and evolving investor preferences
  • Beyond financial statements – Gaining a comprehensive view of creditworthiness through 360◦ data
  • Navigating complexity within the credit rating process
  • The balance of quantitative analysis and subjective judgement
  • Tools and insights to inform investment decisions, alongside credit ratings

Where credit’s due: The evolution of credit ratings and the value they provide amid rising inflation and market volatility

Fireside Chat

10:45 AM

Speakers:

  • Ana Arsov, Managing Director, Financial Institutions, Moody’s Investors Service (moderator)
  • Mark Wasden, Senior Vice President, Moody’s Investors Service

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:00 AM

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

ROUNDTABLE ROUND 1

11:30 AM

Roundtable A: SEC marketing rules – understanding the significance and navigating the compliance potholes

  • New marketing rules and regulations – how are managers grappling with change?
  • What precautions are managers taking in the 18month transition period - how are companies phasing in the new marketing rules and dealing with areas of uncertainty
  • How should you be reviewing and renewing marketing rules? -
  • What are the key risks around:
  • Distribution of performance data and using third party vendors/data aggregators to do this
  • Using third party marketing services and placement agents
  • Media presence, including social media
  • Given the likely hard-nosed enforcement of the rules, how can you still compliantly stand out from the crowd when marketing?

Speakers:

  • Brian Brennan, Managing Director & Deputy General Counsel, York Capital Management
  • Joseph Morrissey, Partner, Seward & Kissel

Roundtable B: ODD bootcamp: How to survive, thrive and learn from an allocator or consultant ODD process

  • How to prepare for an ODD process.
  • Has the process evolved for a remote working environment?
  • What are the current red flags and have they changed?
  • What should you learn form an unsuccessful process and can you elicit constructive feedback for the next time? What should you be asking?
  • If you pass, how to avoid resting on your laurels and continue to evolve your operational excellence.

Speakers:

  • Zoe Crain Fields, Operational Due Diligence, Brown Advisory
  • Elizabeth Fitzpatrick, Director, Bank of America

Roundtable C: Leveraging Automation, AI & Analytics to streamline Private Credit Operations

  • How are private credit managers currently using automation, AI and analytics?
  • What are the key benefits to leveraging these solutions and what are the primary problems they solve?
  • Do managers have any concerns around embedding these developments into their business? How can these worries be allayed?
  • Can managers prepare themselves for the next stage of development in this space? How can they ensure the processes, tools and techniques they use today remain relevant as automation and AI progresses?

Speakers:

  • Jonathan Hinkley, SVP, Business Process Outsourcing, Linedata
  • Mark Seaman SVP, Business Development and Advisory Services, Linedata
  • Areas and factors to prioritise and how these differ in the private credit space.
  • Ensuring the ESG approach remains relevant and timely.
  • The importance of leadership buy-in.
  • Key data and analytics to derive value from ESG integration.
  • ESG as a competitive edge.

Roundtable D: Levelling up on ESG: Essential elements of integrating ESG into a private credit firm

Speakers:

  • Scott Kennedy, President and Co-Founder, Novata
  • Serge Todorovich, General Counsel and Chief Compliance Officer, Shenkman Capital Management, Inc

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

ROUNDTABLE ROUND 2

Roundtable A: SEC marketing rules

Roundtable B: ODD bootcamp

Roundtable C: Leveraging Automation

Roundtable D: Levelling up on ESG

12:15 PM

  • Brian Brennan, Managing Director & Deputy General Counsel, York Capital Management
  • Joseph Morrissey, Partner, Seward & Kissel
  • Scott Kennedy, President and Co-Founder, Novata
  • Serge Todorovich, General Counsel and Chief Compliance Officer, Shenkman Capital Management, Inc
  • Jonathan Hinkley, SVP, Business Process Outsourcing, Linedata
  • Mark Seaman SVP, Business Development and Advisory Services, Linedata
  • Zoe Crain Fields, Operational Due Diligence, Brown Advisory
  • Elizabeth Fitzpatrick, Director, Bank of America

NETWORKING LUNCH

1:00 PM

FIRESIDE CHAT

1:45 PM

Optimising transactions and global investment through innovation

  • Mapping today’s global investment landscape from a credit perspective – which areas are thriving?
  • How can managers better handle the FX volatility and associated risks from rising interest in emerging markets?
  • Can AI and machine learning technologies help reduce such risks? What are some of the current use cases?
  • Exploring the future potential of AI solutions – for example, could AI help structure funds or act as a manager’s lawyer?
  • The human element – how will the operational roles change in the AI revolution?

Speakers:

  • Ashley Groves, CEO, Deaglo
  • Michael Oliver Weinberg, Investor, CMT Portfolio Advisors
  • What is the appetite among HNWIs for access to private credit?
  • How is this being fulfilled – via technology and new platforms etc.?
  • How can service providers help with this wider distribution and the associated reporting?
  • Where to next – will we see mass affluent access the private markets space?

'Democratisation’ of private credit investment for HNWIs (and beyond)

PANEL 3

2:00 PM

Speakers:

  • Nithin Johnson, Managing Director, Patria Investments (moderator)
  • John Christmas, Managing Director, HPS Investment Partners
  • Stephan Connelly, Managing Director, Star Mountain Capital
  • Shamafa Khan, Managing Director, Head of Marketing & Investor Relations, Crayhill Capital Management

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

ROUNDTABLE ROUND 3

Roundtable A: SEC marketing rules

Roundtable B: ODD bootcamp

Roundtable C: Leveraging Automation

Roundtable D: Levelling up on ESG

2:45 PM

  • Stephanie DeClue, Head of ESG Advisory, Business Services Platform Dyal Capital, a Division of Blue Owl Capital
  • Scott Kennedy, President and Co-Founder, Novata
  • Jonathan Hinkley, SVP, Business Process Outsourcing, Linedata
  • Mark Seaman SVP, Business Development and Advisory Services, Linedata
  • Joseph Morrissey, Partner, Seward & Kissel
  • Darilyn Olidge, General Counsel and Chief Compliance Officer, Brightwood
  • Steven Taylor, ODD Senior Analyst & Partner, Albourne

NETWORKING BREAK

3:30 PM

Flash Briefing with Bloomberg

4:00 PM

  • Ed Hammond, Bloomberg Opinion Columnist, Bloomberg
  • Liz Bruce, Partner, Hawthorn
  • Scott Bissang, Partner, Joele Frank

Speakers:

Creating Visibility: A Discussion on How to Raise Profile and Awareness

  • How can managers stand out from the crowd?
  • What are the best methods to enhance your brand?
  • Where does brand/marketing/comms rank in the outsourcing priority list?
  • Given the exponential rise in data demands, is there a compelling need, now more than ever, for managers to deploy technology solutions to support due diligence, portfolio monitoring, and overall investment management and decision-making processes?
  • Does technology help managers process and validate information faster? Can the pace of access to intelligence drive investment decisions? What are the emerging trends here?
  • Are there existing tools to help managers navigate these emerging trends effectively? If not, what gaps still exist?
  • Has the macro-fundamental environment necessitated a more disciplined approach to private credit operations, in terms of portfolio monitoring, risk assessment, valuations and even screening of deals?
  • When it comes to accessing and deploying technology tools, what are the benefits and challenges of the different routes managers have at their disposal i.e. building in-house capabilities, buying off the shelf products or working in partnership with providers?

Investment operations: Tools and techniques to streamline investment decision making and ongoing portfolio monitoring

PANEL 4

4:15 PM

  • Jonathan Hinkley, SVP, Business Process Outsourcing, Linedata (moderator)
  • Betsy Colucci, Former Co-Head North American Credit and Research, Global Lending & Liquidity, BlackRock
  • Jeremiah Loeffler, COO, Crestline Investors, Inc.
  • Greg Vilkin, CFO and CCO, Upper90

Speakers:

Wine Tasting hosted by Arcesium

5:00 PM

Amongst wine tasting, discuss current views on the private credit space and LPs investment priorities.

  • Cesar Estrada, Private Markets Segment Head, Arcesium
  • Angele Paris, Head of Partner Projects, Private Equity Wire

NETWORKING

6:00 PM

EVENT CLOSES

9:00 PM

Distilled insights: Over whiskey tasting, discuss current views on the private credit space and LPs investment priorities.

Distilled LP insights

4:45 PM

Fraser Armstrong-Watters

Chief Financial Officer at Palisades Group

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Ana Arsov

Managing Director, Financial Institutions at Moody’s Investors Service

Read more

Sean Bill

CIO at Prime Meridian

Read more

Scott Bisang

Partner at Joele Frank

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Brian Brennan

Managing Director & Deputy General Counsel at York Capital Management

Read more

Liz Bruce

Partner at Hawthorn

Read more

John Christmas

Betsy Colucci

Managing Director at HPS Investment Partners

Read more

Former Co-Head North American Credit and Research, Global Lending & Liquidity at BlackRock

Read more

Managing Director at Star Mountain Capital

Read more

Stephan Connelly

Zoe Crain Fields

Stephanie DeClue

Operational Due Diligence at Brown Advisory

Read more

Head of ESG Advisory, Business Services Platform Dyal Capital, a Division of Blue Owl Capital

Read more

Jens Ernberg

Managing Director, Co-Head of Private Credit at Capital Dyanmics

Read more

Cesar Estrada

Elizabeth Fitzpatrick

Private Markets Segment Head at Arcesium

Read more

Director at Bank of America

Read more

Managing Director at Blackrock

Read more

Carolyn Glick

Ashley Groves

Richard Gumer

CEO at Deaglo

Read more

Partner at Kennedy Lewis Investment Management LLC

Read more

Bloomberg Opinion Columnist at Bloomberg

Read more

Ed Hammond

Jonathan Hinkley

SVP, Business Process Outsourcing at Linedata

Read more

Nithin Johnson

Scott Kennedy

Managing Director at Patria Investments

Read more

President and Co-Founder at Novata

Read more

Vikas Keswani

Managing Director at HPS Investment Partners

Read more

Shamafa Khan

Jeremiah Loeffler

Managing Director, Head of Marketing & Investor Relations at Crayhill Capital Management

Read more

COO at Crestline Investors, Inc.

Read more

Joseph Morrissey

Partner at Seward & Kissel

Read more

Nick Nolan

Darilyn Olidge

Vice President, Solutions Management and Product Development at SS&C Advent

Read more

General Counsel and Chief Compliance Officer at Brightwood

Read more

Joel Palathinkal

CEO at Sutton Capital

Read more

Steven Taylor

Mark Seaman

SVP, Business Development and Advisory Services at Linedata

Read more

ODD Senior Analyst & Partner at Albourne

Read more

General Counsel and Chief Compliance Officer at Shenkman Capital Management, Inc

Read more

Serge Todorovich

Robert Van Eyck

Greg Vilkin

Head of US Distribution at Deerpath Capital

Read more

CFO and CCO at Upper90

Read more

Senior Vice President at Moody’s Investors Service

Read more

Mark Wasden

Michael Oliver Weinberg

Investor at CMT Portfolio Advisors

Read more

Mead Welles

President & CEO at Octagon Asset Management

Read more

100+

MANAGERS

30+

EXPERT SPEAKERS

20

SERVICE PROVIDERS

Convene 101 Park Avenue

Address: 101 Park Avenue // Midtown East, New York

Venue Requirements

Dress Code

Electronic Devices

Please note attendees are asked to dress in business casual.

We kindly ask attendees to please keep electronic devices on silent during panels and roundtables.

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