Thursday, September 12th, 2024 | Convene 101 Park Avenue, New York

I

Delivering actionable and mission-critical information

to private credit managers

#PrivateCreditSummit

Please note that this event will be in conjunction with the
Hedgeweek US Leadership Summit

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

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.

AGENDA

PRE-REGISTRATION AND INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

Invite only Breakfast

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

8:15 AM

ARRIVAL AND REGISTRATION

(30 mins)

9:00 AM

WELCOME FROM THE CHAIR

(5 mins)

• A look at interest rate trends for the year and implications
• Comparing credit and equity performance
• How could the elections impact the investment outlook?
• Will the US follow the EU in tightening regulations?

Checking in: Are all things still looking up for private credit?

9:05 AM

(40 mins)

PANEL 1

Speakers:

• Sweta Chanda, Managing Director, Head of Business Strategy, Monroe Capital, LLC
• Vikas Keswani, Managing Director, HPS Investment Partners
• Logan Nicholson, Managing Director, Direct Lending, Blue Owl
• Howard Widra, Partner and Head of Direct Origination, Apollo Global Management

Private credit and banks: partnerships and competition

• Learn from a ‘veteran’ in the private credit space on fundraising, firm evolution, fund strategy and key lessons learned.

9:45 AM

(15 mins)

FIRESIDE CHAT

Speaker:

• Bruce Richards, CEO, Chairman, and Co-Founder, Marathon Asset Management

• Is transaction complexity inherent to private credit?
• Can standardisation help set firms up for higher volumes?
• What data do managers need to collect?
• What risks do expanding portfolios pose?

Volume control: Monitoring the boom in credit portfolios

10:00 AM

(40 mins)

PANEL 2

Speakers:

• Adi Divgi, CIO, Divino Global
• Nicholas Nolan, Vice President, Solutions Management and Product Development, SS&C Advent
• Tim Nabors, Managing Director - Portfolio Management, Waterfall Asset Management
• Margarita Pineda-Ucero, Managing Director, Portfolio Management, Senior Debt, Audax Private Debt
• Karen Simeone, Managing Director, HarbourVest Partners, LLC

Charting the growth journey of a pure-play private credit firm

10:40 AM

(15 mins)

FIRESIDE CHAT

Coffee break and a chance to meet our experts

10:55 AM

(35 mins)

NETWORKING BREAK

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

11:30 AM

Roundtable A | Spotlight: ESG in credit

(45 mins)

ROUNDTABLE ROUND 1

• How do credit funds compare with other asset classes on ESG performance?
• Are there portfolio data collection and reporting challenges inherent to credit?
• How much of a factor is ESG in credit due diligence?
• Where is the room for improvement?

Speakers:

• Brittany Agostino, ESG - US Credit Lead, Ares Mangement
• Jeffrey Cohen, Head of ESG, Oak Hill Advisors
• Judy Cotte, Managing Director & Head of ESG, Onex

Roundtable B | Under the microscope: Anticipating higher regulatory involvement

• Making sense of the EU’s regulatory push on private credit
• Will the SEC follow suit?
• What are the biggest risk areas in focus?
• How can managers set themselves up for more scrutiny?

Speakers:

• Kevin Cassidy, Partner, Seward & Kissel
• Derek Leo, General Counsel & Chief Compliance Officer, Blue Torch Capital

Roundtable C | Spotlight: Operational efficiency and scalability

• AI – friend, foe, or FOMO?
• Automation/tech – what are the options, and how do you decide?
• Can outsourcing help and what should you look for in a partner?
• Crystal ball – what comes next

Speaker:

• Mark Seaman, Senior Vice President, Linedata

Roundtable D | Credit exchange: A look at the secondaries market for debt

• Is credit occupying a bigger share of a thriving secondaries landscape?
• Are these mainly LP-led or GP-led deals?
• Comparing the sponsored and non-sponsored credit landscape

Speakers:

• Sanjay Gupta, Chief Investment Officer, Moonfare
• Rakesh Jain, Partner and Global Head, Private Debt, Pantheon

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

Roundtable A | Spotlight: ESG in credit

Roundtable B | Under the microscope: Anticipating higher regulatory involvement

Roundtable C | Spotlight: Operational efficiency and scalability

Roundtable D | Credit exchange: A look at the secondaries market for debt

12:15 PM

(45 mins)

ROUNDTABLE ROUND 2

• Brittany Agostino, ESG - US Credit Lead, Ares Mangement
• Jeffrey Cohen, Head of ESG, Oak Hill Advisors
• Judy Cotte, Managing Director & Head of ESG, Onex

• Sanjay Gupta, Chief Investment Officer, Moonfare
• Rakesh Jain, Partner and Global Head, Private Debt, Pantheon

• Mark Seaman, Senior Vice President, Linedata

• Kevin Cassidy, Partner, Seward & Kissel
• Derek Leo, General Counsel & Chief Compliance Officer, Blue Torch Capital

1:00 PM

(60 mins)

NETWORKING LUNCH

• A look at lending in infrastructure, real estate, secondaries and other asset classes
• How do risk-return ratios compare across asset classes?
• Where are the biggest opportunity areas?
• What can managers do to pivot and align with market trends?

Credit across the private markets landscape

2:00 PM

(40 mins)

PANEL 3

Speakers:

• Steve Bienashki, Head of Credit Strategies, UBS
• Suneel Kaji, Managing Director & Head of Cross-Border, Everstone
• Carlos Mendez, Founder, Crayhill

2:40 PM

Regulatory deep dive: What’s ahead for the private credit landscape?

(15 mins)

FIRESIDE CHAT

Speaker:

• Ben Radinsky, Partner, HighVista Strategies

• Mapping the institutional shift to private credit
• Has the buzz around credit inflated expectations?
• How are GPs coping?
• Is private wealth the next fundraising frontier?

Investor relations: Understanding and managing LP expectations

2:55 PM

(35 mins)

PANEL 4

Speakers:

• Moderator: Shamafa Khan, Managing Director, Head of Marketing & Investor Relations, Crayhill
• Faraz Abbasi, Managing Partner, Centerfield Capital Partners
• Liam Croke, Alternative Investment Business Due Diligence, Bank of America
• Michael Oliver Weinberg, Investor, CMT Portfolio Advisors
• Catherine Saunders, Managing Director Business Development, Benefit Street Partners

3:30 PM

(30 mins)

NETWORKING BREAK

4:00 PM

Early days: Spotlight on venture and growth lending

(15 mins)

FIRESIDE CHAT

Speaker:

• John Doyle, Managing Director, BlackRock US Private Capital

4:15 PM

Mapping emerging credit markets worldwide

(15 mins)

FIRESIDE CHAT

Speaker:

• Milwood Hobbs, Jr., Managing Director and Head of Sourcing & Origination, Oaktree Capital Management

4:30 PM

Tranche mapping: The right mix of credit strategies

(30 mins)

PANEL 5

• Are conditions still ripe for senior-secured, direct lending?
• What are the distressed opportunities on the market?
• Are firms experimenting with hybrid/mezzanine strategies?
• Mapping the niches that are ripe for high yields

Speakers:

• Moderator: Nikki Reyes, Director, Benefit Street Partners
• Peter Gingold, Managing Director, Credit and Structured Solutions, Francisco Partners
• Leland Richards, Partner, Private Credit, Adams Street Partners
  
• Joe Taylor, Managing Director & Head of Capital Markets, PineBridge Investments
• Patrick Ryan, Partner, Apollo

5:00 PM

Private Equity Wire US Credit Awards

Join Us For Private Equity Wire’s Ultimate Credit Networking Experience

The annual Private Equity Wire US Credit Awards recognise excellence in fund performance and service provider excellence across credit funds. With private credit’s astronomical rise to prominence as an asset class recently, it’s more important than ever to recognise those at the forefront of its evolution. For more than a decade, Private Equity Wire has been recognising excellence in the fields of fundraising, portfolio performance, and service provision.

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

Distilled LP insights

4:45 PM

Faraz Abbasi

Managing Partner at Centerfield Capital Partners

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Steve Bienashki

Head of Credit Strategies at UBS

Managing Director at BlackRock US Private Capital

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John Doyle

Kevin Cassidy

Partner at Seward & Kissel

Read more

Jeffrey Cohen

Sweta Chanda

Head of ESG at Oak Hill Advisors

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Managing Director, Head of Business Strategy at Monroe Capital, LLC

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Judy Cotte

Managing Director & Head of ESG at Onex

Read more

CIO at Divino Global

Adi Divgi

Alternative Investment Business Due Diligence at Bank of America

Read more

Liam Croke

Peter Gingold

Managing Director, Credit and Structured Solutions atFrancisco Partners

Read more

Sanjay Gupta

Chief Investment Officer at Moonfare

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Milwood Hobbs, Jr.

Managing Director and Head of Sourcing & Origination at Oaktree Capital Management

Read more

Howard Widra

Rakesh Jain

Partner and Global Head, Private Debt at Pantheon

Read more

Partner, Credit at Apollo Capital Management

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Suneel Kaji

Managing Director & Head of Cross-Border at Everstone

Read more

Vikas Keswani

Managing Director at HPS Investment Partners

Read more

Derek Leo

General Counsel & Chief Compliance Officer at Blue Torch Capital

Carlos Mendez

Founder at Crayhill

Read more

Tim Nabors

Logan Nicholson

Managing Director - Portfolio Management at Waterfall Asset Management

Managing Director, Direct Lending at Blue Owl

Read more

Nicholas Nolan

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

Read more

Ben Radinsky

Margarita Pineda-Ucero

Partner at HighVista Strategies

Read more

Managing Director, Portfolio Management, Senior Debt at Audax Private Debt

Read more

Director at Benefit Street Partners

Read more

Nikki Reyes

Bruce Richards

CEO, Chairman, and Co-Founder at Marathon Asset Management

Read more

Leland Richards

Partner, Private Credit at Adams Street Partners

Patrick Ryan

Partner at Apollo

Read more

Catherine Saunders

Managing Director Business Development at Benefit Street Partners

Read more

Mark Seaman

Karen Simeone

SVP Business Development & Advisory Services, Global Services at Linedata

Managing Director at HarbourVest Partners, LLC

Read more

Joe Taylor

Managing Director & Head of Capital Markets at PineBridge Investments

Read more

Michael Oliver Weinberg

Investor at CMT Portfolio Advisors

Read more

Managing Director, Head of Marketing & Investor Relations at Crayhill

Read more

Shamafa Khan

ESG - US Credit Lead at Ares Management

Brittany Agostino

Convene 101 Park Avenue

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

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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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Head of Marketing

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APPLY FOR THE PRIVATE CREDIT US SUMMIT

Please note that registration for this summit is only open to senior executives at fund managers and investors. If you are a service provider and would like to attend, please get in touch with us via the sponsor enquiries form, or on sales@privateequitywire.co.uk.