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.

• 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 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 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 by attendees. Private Equity Wire staff may make recordings on the day for promotional purposes. No audio recording of panel discussions will be included in any promotional items.

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

8:30 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
• Howard Widra, Partner, Credit, Apollo Capital 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

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?

Speaker:

• 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?

Roundtable C | Spotlight: Tech in credit

• Leveraging AI through the investment lifecycle
• Are there tools to manage growing transaction volumes?
• Will retailisation require more onboarding and compliance tech?
• Is now a good time to start prepping for more flexible future structures?

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

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: Tech in credit

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

12:15 PM

(45 mins)

ROUNDTABLE ROUND 2

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

Speaker:

• Steve Bienashki, Head of Credit Strategies, UBS

2:40 PM

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

(15 mins)

FIRESIDE CHAT

• 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:

• Liam Croke, Alternative Investment Business Due Diligence, Bank of America
• Faraz Abbasi, Managing Director, Centerfield Capital Partners
• Michael Oliver Weinberg, Investor, CMT Portfolio Advisors

3:30 PM

(30 mins)

NETWORKING BREAK

4:00 PM

What are the long-term indicators for NAV lending?

(15 mins)

FIRESIDE CHAT

4:15 PM

Keynote: Mapping emerging credit markets worldwide

(15 mins)

FIRESIDE CHAT

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

Drinks reception

5:00 PM

NETWORKING

(80 mins)

6:00 PM

EVENT CLOSES

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

Distilled LP insights

4:45 PM

Head of Credit Strategies at UBS

Steve Bienashki

Faraz Abbasi

Managing Director at Centerfield Capital Partners

Sweta Chanda

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

Alternative Investment Business Due Diligence at Bank of America

Liam Croke

Judy Cotte

Managing Director & Head of ESG at Onex

Vikas Keswani

Managing Director at HPS Investment Partners

Investor, CMT Portfolio Advisors

Michael Oliver Weinberg

Bruce Richards

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

Howard Widra

Partner, Credit at Apollo Capital Management

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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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.

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