Private Credit Outlook

Thursday, March 28 | 4:00 PM - 8:00 PM

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Overview

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders activity, and in turn restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in to fill the void. Attracted by the enhanced yield profile available in the private credit market, alternative lenders, such as specialty lenders, hedge funds, BDCs and other private pools of capital have helped to re-introduce market liquidity. Of course, the potential for attractive risk adjusted returns have also driven up the demand for private debt exposure from institutional investors, who are unable to meet objectives in a market that is otherwise devoid of yield. Yet the market for private credit is somewhat opaque and highly fragmented. As result, it is difficult for many market participants to determine optimal entry points.

Agenda

4:00 PM | ATTENDEE REGISTRATION


4:30 PM | OPENING REMARKS

Mark Sullivan, CFA, Managing Director and Partner, Stonehaven, LLC


4:35 PM |  PANEL 1

LP / ALLOCATORS ON PRIVATE CREDIT

Moderator

Tod Trabocco, CFA, Managing Director, Cambridge Associates


Panelists

Robert Kiernan, III, CEO, Advanced Portfolio Management

Antonio Rodriguez, CFA, NYC Board of Education Retirement Systems

Robert Thompson, Senior Portfolio Manager – Credit, UPS

Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management


5:15 PM | Q&A


5:25 PM | PANEL 2

DIRECT LENDING GP PANEL
Introduced by: Stephan Connelly, CFA

Moderator

Richard Farley, Kramer Levin Naftalis & Frankel LLP


Panelists

Fred Buffone, Partner, Freedom 3 Capital, LLC

Brett Hickey, CEO & Founder, Star Mountain Capital

Richard Jander, Partner, Maranon Capital

Michael Leitner, Managing Director, BlackRock

David Rous, Managing Director, CVC Credit


6:05 PM | Q&A


6:15 PM | BREAK


6:35 PM | PANEL 3

SPECIALTY FINANCE IN PRIVATE CREDIT
Introduced by: Ceyda Savasli

Moderator

Daniel Zwirn, Chief Investment Officer, Arena Investors, LP


Panelists

Bill Cisneros, President, Primary Wave IP Investment Management

Barry Lau, Managing Partner & Chief Investment Officer, Adamas Asset Management

Keith Lee, Co-Founder, Feenix Venture Partners

Ben Radinsky, Managing Director of Research, Lloyd Crescendo – Asset Management


7:15 PM | Q&A


7:25 PM | CLOSING REMARKS

Kris Thiessen, CFA, CAIA, EA, Founder, Managing Partner, Helix Management


7:30 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Understand the meteoric rise of interest in private debt strategies
  • Understand how asset owners are approaching private debt and where it fits into their allocations
  • Understand how private debt managers are finding opportunities in a seemingly crowded marketplace