PDI New York Forum 2022 | PEI Media | 21 September 2022 | Convene, 117 W 46th St, New York, NY 10036, USA

This forum is back in person for 2022 and will bring together senior professionals engaged in the continued expansion of private debt as an asset class. The Forum will enter its ninth successful year as the premier platform for investors to discuss how private credit strategies fit into their investment portfolios.

Attending the forum will allow you to:
• Engage with private debt professionals and institutional investors to cultivate new business relationships
• Hear how firms differentiate themselves in this highly competitive and dynamic market
• Debate best practices and return strategies across the private debt and credit asset class
• Participate in a wide range of impactful discussions in various formats that include off-the-record think-tanks, sector-focused breakout sessions, and fireside chats with industry leaders

Discussion topics include...
Distress situations and the drive for stability
• Strategies to take advantage of unique opportunities for over-levered companies
• LPs’ willingness to commit capital for future opportunistic investments
• Expectations surrounding default rates going forward
• Identifying which sectors and strategies provide the most opportunities

The case for ESG in private credit
• Loan structuring to encourage responsible behavior
• Incorporating ESG considerations to assess risk metrics and thematic issues including climate change, net-zero commitments, energy transitions, resource availability, workforce practices, and inclusive growth
• Acquiring data and metrics to help meet LP expectations for reporting

State of the union for private credit 2022
• In 2022, how did the private debt space perform? What trends are we expecting to see in 2023?
• How has private credit stacked up against the public fixed income market?
• What makes private credit so uniquely suited to withstand turmoil and volatility?

Staying above board: Due diligence & compliance
• Creation of a holistic risk management framework for private debt fund managers
• Understanding tighter SEC regulations surrounding disclosure of fees, advertising, and performance reporting

2022 Speakers

Paul Barker
Partner, ESG & Impact, Kirkland & Ellis

Mark Basile
Partner, Senior Portfolio Manager, Credit & Capital Markets, Veritas Capital

Fran Blair
Managing Director, Credit Investments, PSP Investments

Ari Blaut
Partner and Co-Head of U.S. Credit and Leveraged Finance, Sullivan and Cromwell

Robin Blumenthal
Americas Editor, Private Debt Investor

Laurent Bouvier
Managing Partner, Kartesia

William Brady
Partner, Head of Alternative Lender Practice, Paul Hastings LLP

Nicole Byrns
MD, Americas Structured Credit and Financials, CPP Investments

Greg Cashman
Head of Direct Lending, Golub Capital

Matt Chuchla
Partner, Quantum Energy Partners

Ed Cong
Principal and Managing Director, Marathon Asset Management

Jennifer Daly
Partner, King & Spalding

T.J. Durkin
Head of Structured Credit, Angelo Gordon

Cesar Estrada
Private Markets Segment Head, Arcesium

Patrick Fear
Managing Director, AB Private Credit Investors

Christopher Flynn
President, First Eagle Alternative Credit

Christian Fuqua
Managing Director, Deputy Portfolio Manager, CBRE Investment Management

Kevin Griffin
CEO & CIO, MGG Investment Group

Michelle Handy
Managing Director, Head of Portfolio and Underwriting, First Eagle Alternative Credit

Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)

Tas Hasan
Partner, Deerpath Capital Management

Carolyn Hastings
Managing Director, Private Credit Group, Bain Capital Credit

Brent Humphries
President, AB Private Credit Investors

Rakesh (Rick) Jain
Global Head of Private Credit, Pantheon Ventures

Amit Joshi
Chief Financial Officer, Apollo Debt Solutions

Faraaz Kamran
Senior Partner, Twin Brook Capital Partners

Kenneth Kencel
President & CEO, Churchill Asset Management

John Kyles
Managing Director, Head of the Credit Strategies, Portfolio Advisors

Jess Larsen
Founder & CEO, Briarcliffe

Kevin Lawi
Managing Director, Private Credit Portfolio Manager & Head of Origination of Credit Investment Group, Credit Suisse Asset Management

Justin Lawrence
Partner, Private Credit, Adams Street Partners

Jeff Levin
Managing Director & Co-Head of Private Credit, North America, Morgan Stanley

Jeremiah J. Loeffler
COO, Credit, Crestline Investors

Chris Lund
Managing Director & Co-Portfolio Manager, Institutional Portfolios, Monroe Capital LLC

Treabhor Mac Eochaidh
Executive Director, Head of Debt Services, MUFG Investor Services

Kevin Magid
President, Audax Private Debt

Jason Melser
Director, Head of North American Private Credit Marketing, Origination & Capital Solutions, First Avenue

Rich Melville
Editorial Director, US, PEI Media

Nick Meserve
Managing Director, Private Credit, Main Street Capital

Christopher Mikosh
Portfolio Manager, Co-Founder, Tor Investment Management

Derek Miller
Managing Director, Fitch Ratings

Darius J. Mozaffarian
Partner & Co-President, White Oak Global Advisors

Matthew Murphy
Partner, Paul Hastings LLP

Sandro Näf
Co-Founder, Capital Four

Gopal Narsimhamurthy
Managing Director, Head of North American Funds, KBRA

William Needham
Managing Director, KKR Credit

Tim Nest, CFA
Head of Private Credit, Aksia

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

John Pavelski
Managing Director, Co-head of North America for the Carlyle Credit Opportunities Fund, Carlyle

Hallie Ransone
Portfolio Manager, Private Credit, Liberty Mutual Investments

Prath Reddy
President, Percent

Mary Rooney
Managing Director, J.P. Morgan Private Bank

Benjamin E. Rubin
Partner, Proskauer

Tim Ruxton
Managing Director, Credit & Structured Products, Alter Domus

Caroline Sandberg
Partner, Fried Frank

Paul Saunders
Head of Americas, Private Debt Business Development & Investor Relations, Partners Group

Daniel Seale
Partner, Latham and Watkins

Karen Simeone
Managing Director, Boston HarbourVest

Michael Suppappola
Partner, Proskauer

Leslie Vargas
Portfolio Manager, Resolution Life

Scott A. Yedid
Senior Managing Director, Cerberus Capital Management

Jennifer St. John Yount
Partner, Head of Finance and Restructuring Practice, Paul Hastings LLP

2022 Sponsors

PLATINUM SPONSORS:
• GOLUB CAPITAL
• PAUL HASTINGS

LEAD SPONSORS:
• Arcesium
• Audax Private Debt
• THE CARLYLE GROUP GLOBAL ALTERNATIVE ASSET MANAGEMENT
• CREDITSUISSE
• DavisPolk
• First Eagle Investments
• Fried Frank
• HARBOURVEST
• KBRA
• King & Spalding
• KIRKLAND & ELLIS
• KKR
• LATHAM & WATKINS
• MGG Investment Group
• MONROE CAPITAL
• Morgan Stanley Investment Management
• nuveen
• Proskauer
• QUANTUM
• Twin Brook Capital Partners

LANYARD SPONSOR:
• POLSINELLI

SPONSORS:
• A/B
• Adam Street
• alterDomus
• CAPITAL FOUR
• CBRE Investment Management
• cerberus
• DE Shaw & Co
• DEERPATH CAPITAL MANAGEMENT,LP
• FitchRatings
• KARTESIA
• MARATHON ASSET MANAGEMENT
• MUFG Investor Services
• Partners Group
• SULLIVAN & CROMWELL
• TOR Investment Management
• Veritas Capital
• WHITE OAK