Summits Day
- Anthony Fobel - CEO, Arcmont Asset Management
The private credit market has achieved record growth. But what is the impact of pending lower rates on CLO creation, syndicated loans and high-yield bond volumes? How will the industry be able to maintain this trajectory? Do lending standards need to be tightened?
- Anthony Fobel - CEO, Arcmont Asset Management
- Peter Gleysteen - CEO & CIO, AGL Credit Management LLC
Defaults have been muted; borrowers struggling with interest payments have experienced deteriorating fundamentals. Will there be pressure points when loans mature? Does private credit continue to offer attractive yields?
- Laura Holson - Managing Director & COO, Credit, New Mountain Capital LLC
- Jeff Levin - Managing Director, Co-Head of North America Private Credit, Head of Direct Lending, Thoma Bravo
- Lee Landrum - Partner, Manulife|Comvest Credit Partners
- Brian Stewart - Global Co-Head of Corporate Credit, Fortress Investment Group
- Matt Theodorakis - Co-Head of European Direct Lending in the Ares Credit Group, Ares Management
- Ryan Brauns - Partner, Ares Credit Group, Ares Management
Examining key Investment considerations and the search for DPI in an alternatives portfolio
- Yale Baron - Managing Principal & Co-Chief Investment Officer, Anchorage Capital
How to combine flexibility, speed, digital-enabled risk assesment and specialized sector knowledge.
- Kris Kraus - Managing Director, Portfolio Manager, PIMCO
- Charles Dunlap - Head of Global Financial Opportunities Advisory, Senior Managing Director, Cerberus Capital Management
- Adam Baghdadi - Managing Director, Lending, Arrow Global
- Udai Bishnoi - Global Head of Asset Based Finance, Sculptor Capital Management
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?
- Stuart Mathieson - Head of European Private Credit and Capital Solutions, Barings
- Peter Arnold - Head of LBP AM European Private Markets, LBP AM European Private Markets
- Ken Kencel - President & CEO, Churchill Asset Management, an affiliate of Nuveen
The success of specialized industry lending and integrated tech-driven monitoring solutions. Reshaping the competitive landscape beyond traditional banking models.
- Stelios G. Saffos - Global Chair of Capital Markets and Global Chair of Hybrid Capital, Latham & Watkins
- Kevin Griffin - CEO & CIO, MGG Investment Group
- Adam Vigna - Co-Founder and CIO, Sagard
How big is the distressed opportunity today and going forward? Where are investors deploying opportunistic capital and which markets are defensively positioned?
- Bouk van Geloven - Co-Head of European Investment Team, Strategic Value Partners
- Angelo Rufino - Partner, Head of North America & Europe Special Situations, Bain Capital
What are the primary drivers behind the growing interest in NAV finance among private credit investors?
Location: Capital I
The importance of combining flexibility, speed, digital-enabled risk assessment, and specialized sector knowledge to succeed in the private credit market
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?
- Kristina Matthews - Partner, Head of Investor Relations and Fund Raising, Falcon Investments
- Joaquin Ardit - Senior Portfolio Manager, Allianz Global Investors
End of the Private Debt Summit Day 2