PDI CFOs & COOs Forum 2020 | PEI Media | 20 October 2020 | Convene, 730 3rd Ave, New York, NY 10017, USA

The Forum is the premier venue for in-house financial and operational professionals to hear best practices and industry developments from a wide spectrum of private debt industry peers.

The day and a half program featured insights from senior financial, operational, tax, accounting and compliance officers at private debt funds managing BDCs, private credit, distressed investment, and senior lending strategies. They dove into the complexities of managing the finance and operations of firms that invest across the capital structure including senior secured loans, subordinated debt, hybrid financing and more.

Forum topics include:
• Finding opportunities in a downturn: Distressed, special situations and opportunistic debt
• Technology and major disruptions in private debt: Putting the tools to work
• Update on monetary policy from the Department of Treasury and Federal Reserve
• The risky business of direct lending
• State of the Industry: The latest trends in debt fund structures
• The evolution and convergence in the CLO market
• Meeting the mandate for ESG in private debt
• Specialization in private debt: Bespoke credit solutions and specialty financing
• Making the investment in human capital
• A seismic shift in the private debt landscape

2020 Speakers

Khizer Ahmed
Co-Founding Partner, Elm Ridge Advisors, LLC

Tom Bax
Chief Financial Officer and Treasurer, NXT Capital,LLC

Steve Beckett
Head of Private Markets Risk, Aksia

Graham Bippart
Editor, Private Funds CFO

James Cassady
Managing Director Operations & Compliance, Monroe Capital

John Felletter
Managing Director and Head of Asset Management , Arena Investors LP

Brian Garfield
Managing Director, Lincoln International LLC

Barry Giarraputo
Chief Financial Officer, Antares Capital

Omar Hassan
Principal, Chief Financial Officer and Chief Compliance Officer, Cloverlay Partners

Greg Hunt
Chief Financial Officer, Apollo Investment Corporation

James Jefski
Managing Director, State Street Global Services

Raoul Kamath
Regional Director, EWM Global

Jiří Król
Deputy Chief Executive Officer, Global Head of Government Affairs, Alternative Credit Council

Patricia Luscombe
Managing Director, Lincoln International LLC

Isobel Markham
Senior Editor, Private Equity Group, Americas, PEI

Meg McClellan
Head of Private Credit, J.P. Morgan Global Alternatives

Michelle Noyes
Managing Director, Head of Americas, The Alternative Investment Management Association (AIMA)

Drew Phillips
Partner and Chief Operating Officer, Atalaya Capital Management

John W. Polis
Chief Operating Officer & Chief Technology Officer, Star Mountain Capital

Tom Raterman
Runway Growth Capital, Chief Financial Officer

Venu Rathi
Chief Financial Officer, Morgan Stanley Direct Lending

J. Soren Reynertson
Managing General Partner, GLC Advisors

Peter Russell
Senior Director, Operations, Credit Investments, PSP Investments

Vishal Sheth
Chief Financial Officer, Twin Brook Capital Partners

Mustafa Tayeb
Chief Financial Officer, MGG Investment Group LP

Shai Vichness
Senior Managing Director and Chief Financial Officer, Churchill Asset Management

Jessica Thompson
Investment Director, IFM Investors

Jonathan White
Director of Sales – Funds, Intertrust Group

John Wills
Head of Private Credit, MetLife Investment Management

2020 Sponsors and Partners

SPONSORS:
• EWM Global
• Intertrust VITEOS
• LINCOLN International
• STATE STREET
• usbank

MEDIA PARTNER:
• ACG
• AIMA
• AMERICAN ASSOCIATION OF PRIVATE LENDERS
• EMPEA
• Hedge Fund Alert

HOST PUBLICATION:
• Private Debt Investor