Thursday, May 5, 2022 | University Club of 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 The University Club of 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:

PUT YOUR BRAND IN FRONT OF 100+ MANAGERS

CONFERENCE AGENDA

ARRIVAL AND REGISTRATION

WELCOME FROM THE CHAIR

• Contrasting fortunes of the space and its strategies
• What technology and outsourcing trends will help managers make the most of opportunities in the space? Have these needs shifted because of i. current allocator priorities – like ESG; ii. The remote working priorities triggered by covid
• 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?
• How can managers and investors build on a period of good performance and inflows without succumbing to mission creep and inefficiency?
• Outlook for distressed; middle market and secondary market strategies

A world turned upside down: How have credit funds adjusted to the continuation and consequences of covid, inflation, interest rates, supply chain issues and the conflict in Ukraine

PANEL 1

Speakers:

• Wick Egan, Vice President, Operations and Business Development, Egan-Jones Rating (moderator)
• Bill Bymel, Founder, First Lien Capital
• Joseph Marren, President & CEO & CIO, KStone Partners
• Stephan Connelly, Director, Star Mountain Capital
• Steve Bienashski, Co-Head of Credit Strategies, UBS Hedge Fund Solutions

Hosted by Arcesium

FIRESIDE CHAT

• Brian Brennan, Managing Director & Co-Deputy General Counsel, York Capital Management
• Cesar Estrada, Private Markets Segment Head, Arcesium

The evolving use of data in the credit space

• Outsourcing, a strategic imperative for Private Credit Fund Back-office – Drivers & Trends
• Valuations and Loan Administration Outsourcing most outsourced functions after Fund Administration – Scope, Challenges, Models and Strategies adopted in each
• Pushing the boundaries of Outsourcing to other higher value Activities

Doing more with less: Preparing private credit funds’ back offices for an outsourced future

PANEL 2

Speakers:

• Anup Kumar, EVP & Global Head of Services, Linedata (moderator)
• Brian Brennan, Managing Director & Co-Deputy General Counsel, York Capital Management
• Joseph Marren, President & CEO & CIO, KStone Partners
• Nick Nolan, Vice President of Product Management and Product Development, SS&C Advent

• What other areas of your ops could be outsourced?
• Extension of Outsourcing to Front Office

• Promise of Technology Adoption for Private Credits back-office (Cognitive Investment Data Management, Standardization of Templates)

• Portfolio Monitoring – Challenges in Monitoring
• Investor Reporting – Reporting Challenges, Automation

• Co-Sourcing Versus Standard Outsourcing –Co-sourcing approach winning with larger funds

• Benefits and Trade-offs
• Decision considerations for co-sourcing versus standard outsourcing

• Lessons from Pandemic

• Cybersecurity not an afterthought any more for Private Credits
• Hybrid operating model and implications for Talent management– Keeping all the stakeholders aligned and “art of the flexibility” for talent management

NETWORKING BREAK

Coffee break and a chance to meet our experts

• How are managers and investors aligning interests in the private credit space – what is capital raising like in the immediate post-covid environment
• The shifts in ODD and are we heading for the ‘digitalization’ of the manager/investor relationship. What are the upsides - and obstacles - of the virtual fundraising environment
• Doing more than just following the herd on ESG - how to turn it into a positive part of your brand
• Other than ESG what are the current and evolving key reporting requirements wanted by investors?

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

ROUNDTABLE ROUND 1

Roundtable A: Looking after your investors: how are allocator needs changing and expectations rising

Speakers:

• Silvana Beckley, Director, Global Institutional Sales, Compass Group
  

Roundtable B: Outsourcing evolution: new mindsets, new solutions

• Creating the ‘digital’ fund – what does it look like now, where do we go to next and making the most of technology, automation and outsourcing while avoiding the pitfalls
• Building consistency in business operations and digitalization, without creating headaches for staff and sacrificing the experience of allocators
• More outsourcing – more risk? How to guard against insolvency of service providers and a longer tail - via more service providers (and their service providers...) of cyber attacks

• Jonathan White, Global Head of Funds Sales, Intertrust Group
• Samantha Viglienghi, Chief Financial Officer, Brinley Partners

Speakers:

• What are the corporate tax rates and regulation aspects to be mindful of for managers
• Global distribution opportunities and pitfalls
• Getting your ‘legals’ straight on current fundraising trends
• A re-cap on 2021: what were the main regulatory issues that private debt managers needed to keep on top of?
• What are the regulatory risks to prosecuting deals in Europe and the US?

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

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

Speakers:

• 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?
• The continued concerns over cyber security – has remote working intensified these concerns? What are the available solutions?

Roundtable D: Technology and data: leveraging existing data, building new data systems and gaining real insight

Speakers:

• Javier Cárdenas Ibarra, CEO and Founder, Rotamundos
• Mark Seaman, SVP, Business Development & Advisory Services, Linedata

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

ROUNDTABLE ROUND 2

Roundtable A: Looking after your investors

Roundtable B: Outsourcing evolution

Roundtable C: Legal, tax and structuring outlook

Roundtable D: Technology and data

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

• Javier Cárdenas Ibarra, CEO and Founder, Rotamundos
• Mark Seaman, SVP, Business Development & Advisory Services, Linedata

• Jonathan White, Global Head of Funds Sales, Intertrust Group
• Samantha Viglienghi, Chief Financial Officer, Brinley Partners

• Silvana Beckley, Director, Global Institutional Sales, Compass Group

NETWORKING LUNCH

ROUNDTABLE ROUND 3

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

Roundtable D: Technology and data

Roundtable C: Legal, tax and structuring outlook

Roundtable B: Outsourcing evolution

Roundtable A: Looking after your investors

• Mark Seaman, SVP, Business Development & Advisory Services, Linedata

• Joseph Morrissey, Partner, Seward & Kissel

• Heather McNally, Head of Operations, Brinley Partners
• Jonathan White, Global Head of Funds Sales, Intertrust Group

• Joseph Marren, President & CEO & CIO, KStone Partners

ROUNDTABLE ROUND 4

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

Roundtable D: Technology and data

Roundtable C: Legal, tax and structuring outlook

Roundtable B: Outsourcing evolution

Roundtable A: Looking after your investors

• Mark Seaman, SVP, Business Development & Advisory Services, Linedata

• Joseph Morrissey, Partner, Seward & Kissel

• Heather McNally, Head of Operations, Brinley Partners
• Jonathan White, Global Head of Funds Sales, Intertrust Group

• Jed Freedlander, Managing Partner - Head of Business Development, Phoenix Infrastructure

NETWORKING BREAK

• What does ESG really mean in the private credit space
• Gathering data and monitoring borrowers through an ESG lens
• Keeping up with the ESG needs of your investors
• Focusing on the E, S and G – how to take a balanced approach, but prioritise when necessary
• Internal efforts to embrace ESG, particularly around diversity and inclusion
• ESG considerations for managers and how to be good ‘corporate citizens’ – what are the tenor of the times and how can your brand present a positive face?

ESG in the private credit space: accelerating the integration of sustainable investment and business practices

PANEL 3

Speakers:

• Gloria Nelund, Chairman, President, and Chief Executive Officer, TriLinc Global LLC (moderator)
• Asha Richards, Managing Director, Deputy General Counsel, CIFC Asset Management
• Luke Rahbari, Managing Partner, Equity Armor Investments
• Mead Welles, CEO and Head Portfolio Manager, Octagon Asset Management
• Thomas Hall, Managing Director and Co Head of Private Credit, Capital Dynamics

• How to stand out in a crowded market
• Other than great performance; what does your brand stand for?
• How to create a profile that borrowers and investors respond to
• Using a positive brand to build a team of ‘all the talents’, capable of covering multiple strategies

Staying fresh in an increasingly crowded space: creating the right culture, a strong identity and standing out from the competition

PANEL 4

• Faraz Abbasi, Managing Partner, Centerfield Capital Partners (moderator)
  
• Melanie Brensinger, Founder and Managing Partner, Anagenesis Capital Partners
• Nate Morse, Head of Strategic Credit, Eagle Point Credit Management
• Robert Van Eyck, Director, Deerpath Capital Management, LP

Speakers:

NETWORKING

Cocktails, canapes and networking

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

INVESTORS

10

UNIVERSITY CLUB OF NEW YORK

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

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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.

REGISTRATION FOR THIS EVENT HAS NOW CLOSED