Summits Day
Location: Capital I
- Anthony Fobel - CEO, Arcmont Asset Management
What effects will the post Liberation Day tariff announcements have on Private Credit investment environment?
How will the resultant economic environment affect portfolio companies given significant supply-chain disruption and direct and indirect tariff costs?
How might this affect valuations and fundraising?
Location: Capital I
- Anthony Fobel - CEO, Arcmont Asset Management
- Symon Drake-Brockman - Managing Partner, Pemberton Asset Management
- Will Proctor - Managing Director, Head of Sponsor Coverage, Neuberger Berman
- Peter Gleysteen - Founder, CEO & CIO, AGL Credit Management
- Andrea Fernandez - Partner, Head of Product Management and Investor Relations, European Credit & Corporate Secondaries, Ares Management
- David Gaito - Head of Direct Lending, Fidelity Management & Research
Which sub-asset classes will be most attractive and scalable, given current liquidity issues and risk-return objectives across asset type, seniority, geography?
Location: Capital I
- Adam Vigna - CIO, Sagard
- Oliver Thym - Partner, Thoma Bravo
- Lee Landrum - Partner, Comvest Partners
- Richard T. Miller - Group Managing Director, Chief Investment Officer, Chairman of Investment Committee, TCW Private Credit Group
- Francesco Colasanti - Co-Head of European Credit and Co-Head of the European NPL business, Fortress Investment Group
Location: Capital I
- Jim Miller - Partner, Co-Head of US Direct Lending, Co-Head of Sports Media and Entertainment, Ares Management
- Matthew Theodorakis - Partner, Co-Head European Direct Lending, Ares Management
- Richard Grimm - Head of Global Credit, Cambridge Associates
Location: Capital I
- Victor Khosla - Founder & CIO, Strategic Value Partners
- Hans-Jörg Baumann - Founding Partner & Chairman, StepStone Private Debt
Is specialty finance the next frontier of private credit? Examining the opportunities in providing scaled, tailored solutions to meet clients’ dynamic needs
Location: Capital I
- Armineh Baghoomian - Managing Director, Head of Europe, Middle East and Africa, Partners for Growth
- Isaiah Toback - Partner, Deputy Co-Chief Investment Officer, Castlelake
- Kris Kraus - Managing Director, Portfolio Manager, PIMCO
- Dylan Ross - Managing Director & Portfolio Manager, The TCW Group
- Akhil Bansal - Head of Asset-Backed Finance, Carlyle Global Credit
To what extent are macroeconomic changes playing to the strengths of the mid-market? What are the key trends driving the sector and how are fund managers driving returns despite the tough environment?
Location: Capital I
- Cyril Demaria-Bengochea - Head of Private Markets Strategy, Managing Director Senior Adviser, Bank Julius Baer
- Ken Kencel - President & CEO, Churchill Asset Management
- Vivek Mathew - President of Antares Capital Advisers, Antares Capital
- Tyler Gately - Managing Director, Head of North America Private Credit, Barings
- Ben Pasternack - Co-Head of Private Credit, Diameter Capital Partners
- Andrew Cleland-Bogle - Partner, Head of Direct Lending, Bridgepoint Credit
How can direct lenders offer the most attractive risk-adjusted returns and diversify their investor portfolios in the current market?
Location: Capital I
- Frédéric Ullens - Group Head of PERES, Private Equity & Real Estate Solutions, CACEIS
- David Allen - Founder, Managing Partner, Chief Investment Officer, AlbaCore Capital Group
- Grady Frank - Partner, Head of Private Credit Origination, GoldenTree Asset Management
- Laurent Bouvier - Managing Partner, Kartesia
- Matt Szwarc - Managing Director, Head of Junior Credit, Manulife Investment Management
- Klaus Petersen - Partner, Apera Asset Management
Location: Capital I
- Ken Kencel - President & CEO, Churchill Asset Management
How is the market cycle developing and how big is the distressed opportunity likely to be? Where are investors deploying opportunistic capital and which markets are defensively positioned?
Location: Capital I
- Kerry Hugh-Jones - Co-Managing Partner, Strategic Value Credit, Cheyne Capital
- Zach Lewy - CEO, CIO, Fund Principal, Arrow Global
- Domenico Lia - Partner, Co-Head of King Street Europe, King Street
- Paul K. Lisiak - Managing Partner & Chief Investment Officer, Metropolitan Partners Group
- Jay Takefman - Senior Managing Director, Beach Point Capital Management
What are the primary drivers behind the growing interest in NAV finance among private credit investors? What role does NAV finance play in supporting investor distributions? Examining subscription lines/cap call facilities
Location: Capital I
- Anthony Lombardi - Partner, Dechert
- Emma Bewley - Partner and Head of Credit, Partners Capital
- Bret Leas - Co-Head, Asset Backed Finance, Apollo
- Mike Hacker - Global Head of Portfolio Finance, Carlyle AlpInvest
- Peter Hutton - Head of NAV Financing, Arcmont Asset Management
Location: Capital I
- James Reynolds - Global Co-Head of Private Credit, Goldman Sachs Alternatives
- Stephanie Rader - Global Co-Head of Alternatives Capital Formation, Goldman Sachs Alternatives
In a difficult macroeconomic environment, where are the most attractive returns in niche and specialty finance? How can investors strike a balance between traditional private credit and niche strategies? How can niche strategies help to increase diversification in portfolios? What are the key factors driving growth in niche and specialty finance?
Location: Capital I
- Jeff Schlapinski - Managing Director, Research, GPCA
- Paul Shea - Managing Partner, Beechbrook Capital
- Sean Kelly-Rand - Managing Partner, RD Advisors
- Michael Apfel - Partner, Head of Credit & Special Situations, Siguler Guff & Company
- Tamsin Coleman - Private Debt Specialist, Mercer
Christian Stracke examines how banks’ balance sheet reductions, the rise of asset-based finance, and evolving partnerships with asset managers are transforming credit markets. As private and public credit converge, new opportunities emerge—empowering investors to capitalize on market disruption through bold, opportunistic investing.
Location: Capital I
- Christian Stracke - President, PIMCO
What factors are contributing to an increased demand for GP led private credit secondaries? How are pricing trends evolving in this market? What are the growth prospects for GP led credit secondaries?
Location: Capital I
- Olaf Neubert - Managing Director, TopCap Partners
- Rick Jain - Partner, Global Head of Private Credit, Pantheon
- Kristina Matthews - Partner, Head of Investor Relations and Fund Raising, Falcon Investments
- Joaquin Ardit - Senior Portfolio Manager, Allianz Global Investors
- John Hartwell Cocke - Partner, Deputy Chief Investment Officer - Credit, Corbin Capital Partners
End of the Private Debt Summit Day 2
Location: Capital I
- Ken Kencel - President & CEO, Churchill Asset Management