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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for 2019 Main Conference Day 1
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PLEASE NOTE THE 2020 AGENDA IS COMING SOON - See below for 2019 Main Conference Day 1
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08:00 - 09:0060 mins
Registration and welcome coffee
09:00 - 09:055 mins
Day 1
Chair’s welcome address
- Randy Schwimmer - Senior Managing Director, Head of Origination and Capital Markets, Churchill Asset Management
09:05 - 09:4035 mins
Day 1
View from the peak: Are we at saturation point in the private credit market?
- Scottie Bevill - Senior Investment Officer, Global Income Strategies, Teachers' Retirement System of the State of Illinois
- Taylor Boswell - CIO of Carlyle Direct Lending, The Carlyle Group
- Bill Casperson - Managing Director and Co-Portfolio Manager, Oaktree Capital
- Eric Green - Co-Head of Global Private Markets, Muzinich
- Robert Radway - CEO, NXT Capital
09:40 - 10:1535 mins
Day 1
The Macro-economy, key uncertainties, and geo-political overview
- Robert Podorefsky - Concentrating on graduate courses in Fixed Income, Corporate Finance and Risk Management, Brandeis University Faculty
10:15 - 10:3520 mins
Day 1
The evolution of fundraising
- Sola Akinola - Director of Research (Americas), Preqin
- Scott Wisenbaker - Partner and CIO, Constellation Associates
10:15 - 10:3520 mins
Engaged Conversations
Macroeconomics and credit cycles
- Robert Podorefsky - Concentrating on graduate courses in Fixed Income, Corporate Finance and Risk Management, Brandeis University Faculty
10:35 - 11:1035 mins
Day 1
Sponsored vs non sponsored: sourcing, execution and performance
- Raelan Lambert - Global Leader, Private Debt, Mercer
- Julia Cormier - Client Portfolio Manager, Alternative Investments, Russell Investments
- John Liguori - Co-founding Member & Chief Investment Officer, Direct Lending, Jefferies Finance
- Timothy Lower - Founder, CEO & CIO, Willow Tree Credit Partners
- Garrett Ryan - Partner, Twin Brook Capital
11:10 - 11:4030 mins
Morning coffee & networking
11:40 - 12:1030 mins
Day 1
Portfolio construction & fund risks: what influences credit selection?
- John “Boots” Dunlap - CEO, RRA Capital
- Eric Beckman - Co-Managing Partner, Breakwater Management
- Robert Bower - Co-Head Private Equity- Enterprise Investments, Healthcare Service Corporation
- Robert Hamwee - Managing Director, CEO and Director, New Mountain Finance Corporation
12:10 - 12:4030 mins
Day 1
LPs on manager differentiation
- Jamie Athanasoulas - Managing Director, HarbourVest
- Scottie Bevill - Senior Investment Officer, Global Income Strategies, Teachers' Retirement System of the State of Illinois
- Shan Chen - Lead Portfolio Manager, Arizona PSPRS Trust
- Robert Hetu - Head of US Private Debt, CDPQ
12:40 - 13:1535 mins
Day 1
Spotlight on Covenants: Should a good loan be measured by LTV and debt service or by other covenants?
- Christopher Godfrey - President, CEPRES GmbH
- Jens Ernberg - Managing Director and Co-Head Private Credit, Capital Dynamics
- Kevin Griffin - CEO & CIO, MGG
- Bill Sacher - Partner & Head of Private Credit Investments, Adams Street Partners
- Tingting Zhang - President, TerraCotta Group
13:15 - 14:1055 mins
Day 1
Lunch and networking break
13:15 - 14:1055 mins
LP Only
LP only lunch & learn - Dellaware (7th Floor)
- Brian Baldwin - Managing Director, Private Finance, Barings
- Jessica Lee - Managing Director, Barings
14:10 - 14:5040 mins
Day 1
Speciality finance: Be creative!
- Heinz Blennemann - Principal, Blennemann Family Investments
- Doug Cruikshank - Head of Fund Financing and Hark Capital, Aberdeen Standard Investments
- Aron Dantzig - CIO & co-founder, Capital IP Investment Partners
- Giorgio Riva - Partner, Whitehorse
- Armin Rothauser - Managing Director, Starwood Capital
14:50 - 15:3040 mins
Day 1
Real estate debt & innovation
- Sean Kelly-Rand - Managing Partner, RD Advisors
- William Cohen - Principal, CrossHarbor Capital
- Mark Penna - Managing Partner, Emerald Creek Capital
- Robin Potts - Co-Head of Real Estate Investments and Director of Acquisitions, Canyon Partners Real Estate
15:30 - 15:5020 mins
Afternoon Coffee & networking
15:50 - 15:555 mins
Day 1
Introduction of PechaKucha by the chair!
- Randy Schwimmer - Senior Managing Director, Head of Origination and Capital Markets, Churchill Asset Management
15:55 - 16:1015 mins
Day 1
How to stress test your deal: a deep dive into underwriting & documentation
- Steve Beckett - Director, Private Markets Risk, Aksia
16:10 - 16:2515 mins
Day 1
The role of leverage in your portfolio
- Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
16:25 - 17:0035 mins
Day 1
Counter/intuitive : rational vs emotional decision making in an uncertain world
- Caspar Berry - Guest speaker & former professional poker player, Caspar Berry
17:00 - 17:055 mins
Day 1
End of Main Conference Day One
17:05 - 18:3590 mins
Play poker with…. Caspar during the networking drinks (no money will change hands – simulation only)
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