Main Conference Day Two - Investment Sectors & Private Credit
- Nicole Windsor - Partner, Chapman and Cutler LLP
As more investors diversify portfolios with private credit, what is the landscape looking like? Where are they finding value? How are the leading GPs differentiating in an increasingly crowded market? How is increased competition affecting pricing and terms in private credit? What are the blind spots in regulation? What are the expectations for how the market will perform?
- Ruth Yang - Managing Director, Global Head of Private Markets Analytics, S&P Global Ratings
- Erik Vynckier - Board Member, Chair of the Investment Committee, Foresters Friendly Society
- John Roglieri - Managing Director, Brookfield
- Peter Venter - Investor, Investment Grade Private Credit, Wellington Management
- Andrew Giudici - Global Head of Corporate, Project and Infrastructure Finance, KBRA
How are GPs differentiating their infrastructure credit strategies in a crowded market? What operational capabilities are required to succeed in asset-back finance? What sectors are creating new infrastructure credit opportunities? What role does technology play in GP competitive advantage? What does it look like beyond traditional lending?
- Garett Tynan - Senior Managing Director, European Head Project Finance & Infrastructure, KBRA
- Jorge Camina - Partner & Head of Sustainable Infrastructure Credit, Denham Capital
- Michael Dickson - Managing Director, Private Debt Capital Markets, Citi
- Mansi Patel - Senior Managing Director, Head of Infrastructure Debt, Principal Asset Management
Examining the current global landscape and it’s impacts on the economy and private placements
- Brian Daingerfield - Head of G10 FX Strategy, US Economics & Markets Strategy, NatWest
How do we quantify the global infrastructure investment gap? What are the resulting opportunities? What role does global energy transition play and how do investors balance US v global sentiment? What piece of the puzzle does digital infrastructure play? How can cross-sector convergence be navigated? How are geographic allocation strategies and risk management playing a role?
- Hannah Schofield - Managing Director, DC Advisory
- Jonathan Duguay-Arbesfeld - Senior Director, Infrastructure Financing, La Caisse
- Sonia Gadhia - Head of European Private Placement Distribution, NatWest
- Scott Zuchorski - Global Head of Infrastructure & Project Finance, Fitch Ratings
What are yield and growth characteristics compared to traditional infrastructure? What is the private placement market size and growth projections? What are the key sectors within digital infrastructure including data centers, edge computing, and fiber network?
- Matthew Lindgren - Managing Director and Head of Private Placements, SMBC
- Dhaval Shah - Director, Americas Financials, Infrastructure, and Alternative Assets Ratings, S&P Global Ratings
- Maeve McLaughlin - Head of Global Private Placements | U.S. Debt Capital Markets, Scotia Capital (USA) Inc.
- Luke Fernandes - Head of Infrastructure Finance US, Swiss Re
- Stephen Douglas - Executive Vice President, Finance, QTS Data Centers
Private credit v traditional banking approaches to asset-backed lending are changing the landscape of collateral-based finance. What regulatory arbitrage opportunities and compliance considerations are there? How are cross-border considerations such as asset mobility and legal frameworks impacting investments?
- Rory Callagy - Associate Managing Director, Moody's Ratings
- Olamide Bello - Executive Director, Private Placements, Nomura Asset Management International
- Sinead Walshe - Director, Infrastructure Debt, Aviva Investors
- Daniel Governara - Head of Credit & Private Equity Valuations, J.P. Morgan
How are changing interest rates and refinancing challenges reshaping CRE valuations and investment strategies? What are the emerging sectors in CRE? Topic focus on: data centers, cold storage, and build-to-rent housing amongst others.
- Clara Pauw - Partner, Chapman and Cutler LLP
- Michael La Fleur - Managing Director, Global Debt Capital Markets, TD Securities
- Brenda Lum - Managing Director, Global Corporate Real Estate, Morningstar DBRS
- David Blue - Managing Director, Debt Capital Markets, KeyBanc
How are investors approaching the capital stack of renewable energy infrastructure? How are emerging technologies reshaping renewable investment opportunities? How has the One Big Beautiful Bill affected investment strategies? What role does energy storage play in portfolio diversification? Which clean energy sectors offer the highest risk-adjusted returns? What are the key due diligence considerations for renewable infrastructure investments?
- Ross Maynard - Managing Director, Raymond James
- Alexander Francis - Executive Director, Debt Private Placements, CIBC
- Giulia Noli - Senior Director, Infrastructure and Project Finance – EMEA Private Capital, MetLife Investment Management
- Nicole Windsor - Partner, Chapman and Cutler LLP