Summit Day
- Nancy Vailakis - Principal, Ancram IRBD
How has private credit performance compared to other asset classes in terms of risk-adjusted returns and resilience during market volatility? How is the market landscape evolving in response to changing market dynamics and investor demands? Are we entering a new phase of private credit, and what does this mean for LPs and GPs?
- Sheel Patel - Partner – Head of New York Private Credit, Mayer Brown LLP
- Nayef Perry - Managing Director, Global Head of Direct Credit, Hamilton Lane
- George Coles - Senior Director, Corporate Credit, La Caisse
- Christina Lee - Co-Portfolio Manager, U.S. Private Debt, Oaktree Capital Management
- David Gaito - Head of Direct Lending, Fidelity Investments
- Tim Lower - Chief Executive Officer, Chief Investment Officer, Willow Tree Credit Partners
How are direct lending strategies adapting to the current interest rate environment? How is the market competing with the broadly syndicated loan market for high-quality borrowers? What are the trade-offs between cost of capital and flexibility in direct lending?
- Stephanie McCann - Partner and Co-Head of Corporate Finance, McDermott Will & Schulte
- Damien Dwin - Founder & CEO, Lafayette Square
- Seth Weissman - Founder and Managing Partner, Urban Standard Capital
- Maila Chuong - Head of Capital Markets, Manulife Investment Management
- Tom Newberry - Chief Credit Officer & Co-Head of Direct Lending, Sound Point Capital
- Eric Lemieux - Chief Risk Officer, White Oak Global Advisors
How are investors increasing their allocations to private credit? What is the long-term potential for credit as a core component of their portfolios? How are LPs structuring their private credit allocations across direct lending, asset-backed lending, and credit secondaries? How are they assessing credit quality and default risks in the current economic environment? What role do evergreen funds and interval funds play in attracting new investors to private credit?
- Lyle Margolis - Head of Private Credit, Corporates, Fitch Ratings
- Andrew Peters - Managing Director, New York Life Investments
- Ryan Bailey - CIO and Senior Managing Partner, Paradigm Institutional Investors
- Kevin Kelly - Director, RockCreek Group
With interest in asset-backed finance on the rise, how do GPs and LPs decide when the right time to enter this market is? What role does asset-backed finance play in addressing aging infrastructure, real assets, core consumer credit, commercial and esoteric asset classes, and how big is the opportunity? How are managers structuring deals to mitigate risk in asset-backed finance? What are the challenges and opportunities in building long-term investment strategies for asset-backed finance?
- Daniel Xu - Partner, Private Credit Senior Analyst, Albourne America
- Nick Turgeon - Portfolio Manager and Global Head of Asset-Based Finance, Aperture Investors
- Thomas Hengstberger - Managing Director, Investment Team, NorthWall Capital
- Samm Miller - Co-Head of CRE, Saluda Grade
- Edwin Wilches - Managing Director-Securitized Products, PGIM
What are the primary drivers behind the growth of private credit secondaries, and how are they reshaping liquidity solutions for LPs and GPs? How are pricing and valuation methodologies evolving in private credit secondaries, and what are the implications for investors? What innovative structures, such as NAV-based solutions and continuation vehicles, are emerging in private credit secondaries, and how are they being utilized effectively?
- Sijia Cai - Partner, Davis Polk & Wardwell
- Rick Jain - Partner, Global Head of Private Credit, Pantheon
- Justin Karp - Managing Director, Carlyle AlpInvest
- Kristina Matthews - Partner, Falcon Investments
- Anselm Feigenbutz - Portfolio Manager, Portfolio Manager
What are the emerging niche strategies in private credit, and how can they deliver differentiated returns? How do niche strategies create value for LPs and GPs compared to generalist approaches? How might consolidation among private credit managers impact the development of specialty strategies? Are LPs showing increased interest in niche private credit strategies, and what factors are driving their allocations? How do LPs evaluate the scalability and sustainability of these strategies? What sectors or themes are likely to emerge as the next frontier for niche private credit strategies?
- Dayna Fields - Chief Correspondent, Middle Market, Octus
- Hadley Ma - Founder, Ferghana Investment Partners
- Steven Schlow - Head of Private Markets Distribution, Nomura Capital Management
- Sean Kelly-Rand - Managing Partner, RD Advisors
- Ivelin Dimitrov - Partner, Credit, BC Partners
How is the rise of evergreen funds impacting the private credit landscape? What are the unique challenges and opportunities in evergreen structures? How do tax implications and feeder structures impact investor decisions in evergreen funds?
- Ian Milton - Founder, Mercia Capital Partners
- Fabian Chrobog - Founder, CIO and Managing Partner, North Wall Capital
- Lee Incandela - Managing Director, HarbourVest Partners
Biscayne Ballroom
Join one of three topic-focused roundtables. Spaces are first-come, first-served.
Roundtable One: Funding the fund: NAV Loans, Subscription Lines, and Alternative Funding Solutions hosted by Andy Phelps, Head of Capital Formation, Lafayette Square
Roundtable Two: The New Transparency Tradeoff: What PE Firms Should (and Shouldn’t) Say Publicly hosted by Eric Hazard, Managing Director & Head of Strategic Alliances, Vested
Roundtable Three hosted by Bos Smith, Managing Director, Portfolio Manager, BroadRiver Asset Management
- Andy Phelps - Head of Capital Formation, Lafayette Square®
- Eric Hazard - Managing Director & Head of Strategic Alliances, Vested
- Bos Smith - Managing Director, Portfolio Manager, BroadRiver Asset Management