Summit Day
How are inflation and interest rate changes affecting private credit? What geopolitical risks are shaping credit markets today? Why is private credit becoming central to global portfolios?
- Nayef Perry - Managing Director, Head of Direct Credit, Hamilton Lane
What are the key drivers behind the rise of ABF strategies? How do core and opportunistic ABF strategies differ in risk and return profiles? What niche opportunities (e.g., music royalties, litigation finance) are emerging in ABF?
- Caroline Lovelace - CIO & Co-Portfolio Manager, Preserver Partners
- Morgan O'Neill - Managing Director and Portfolio Manager, Capital Solutions, Sound Point Capital
- Ed Cong - Partner & PM Asset -Based Lending & Structured Credit, CVC Marathon
How is the landscape of direct lending in the US evolving, and what are the key factors driving these changes? What impact do regulatory changes have on lenders and borrowers, and how can stakeholders adapt effectively? How are emerging technologies and innovations transforming direct lending platforms, and what opportunities do they present for risk management and portfolio diversification?
- Mitch Soiefer - Partner, Head of Lender Finance, SLR Capital Partners
- Garrett Stephen - Senior Managing Director, Head of Direct Lending Origination, Napier Park
How are geopolitical risks influencing portfolio strategies and sector resilience in private credit? How can GPs use transparency to build LP confidence? What are the key considerations for LPs when evaluating asset-backed lending strategies?
- Andrew Peters - Managing Director, New York Life Investments
- Umang Rajbhandari - Director, bfinance
How can evergreen funds balance liquidity promises with long-term returns? What lessons can be learned from recent redemption suspensions? Are evergreen structures sustainable, or will they face regulatory and market pushback?
- Tom Williams - CIO, Willow Wealth
- Jon McKeown - Managing Director & Head of Portfolio Strategy & Analytics, Northleaf Capital Partners
How are GP-led transactions evolving in the secondaries market? What does price discovery in secondaries reveal about credit quality? Will private credit secondaries reach the scale of private equity secondaries?
- Justin Karp - Managing Director, Carlyle AlpInvest
- Rick Jain - Partner, Global Head of Private Credit, Pantheon
How do retail and institutional investors differ in their approach to private credit? What lessons can be learned from recent retail redemption issues? How can GPs cater to both investor types without compromising strategy?
- Greg Stumm - President & CEO, American Beacon
Why is the lower mid-market under-served, and what opportunities does it present? How does sponsorless lending differ from sponsor-backed strategies? What role does local presence and relationship-based lending play in this segment?
- Ivelin Dimitrov - Partner, Credit, BC Partners
- Reed Van Gorden - Managing Director, Head of Origination, Deerpath Capital
- Josh Baumgarten - President and Chief Investment Officer, Beach Point Capital Management
- Nicholas Heilbut - Portfolio Manager, Director of Research, Future Standard
How does real asset credit compare to traditional corporate lending? What are the risks and rewards of investing in real asset credit? How can GPs and LPs navigate this emerging asset class?
- Chris Sparrow - Managing Director, Napier Park
- Seth Weissman - Founder and Managing Partner, Urban Standard Capital
Table 1: AI in action – How is tech is transforming Private Credit?
Table 2: Evergreen vs. drawdown – Which structure reigns supreme?
Table 3: Cross-border connections – Bridging US and European Credit markets