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SuperReturn Private Credit North America
November 16-18, 2026
Convene, Madison AvenueNew York
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Main Conference Day Two

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Main Conference Day Two
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Showing 2 of 2 Streams
8:10am - 9:05am
Registration, welcome coffee and networking
8:10am - 9:05am
LP-only breakfast
Showing 1 of 1 Streams
9:05am - 9:10am
Chair’s welcome address
9:10am - 9:45am
Private Credit at a Crossroads: What’s the Industry’s Next Act
9:45am - 10:05am
Keynote address
10:05am - 10:40am
Sector Specific Exposure and Club Deals: Concentration Challenges
10:40am - 11:20am
Morning coffee and networking break
Showing 2 of 2 Streams
11:20am - 11:40am
Keynote address
11:40am - 12:15pm
ABF Is Having a Moment: Diversifying Beyond Direct Lending
12:15pm - 12:50pm
SaaS, ARR, and the AI Stress Test

How is AI altering borrower defensibility, churn, and margins across software credit books? What covenant frameworks, concentration limits, and churn analytics are essential for ARR‑backed lending? Is software overrepresented in portfolios, and how are managers rebalancing exposure? What covenants and analytics best mitigate concentrated software exposures?

12:10pm - 12:50pm
LP-only discussion group: The Private Wealth Playbook: Products, Platforms, and Protections
Showing 2 of 2 Streams
12:50pm - 1:50pm
Lunch and networking break
12:50pm - 1:50pm
Women in private credit networking lunch
Showing 2 of 2 Streams
1:50pm - 2:25pm
NAV Lending, Refinancing Walls, and Exit Alternatives
2:25pm - 3:00pm
Secondary Markets: Liquidity Solutions Amid Weak Exits
3:00pm - 3:35pm
Sponsored vs Sponsorless: Where’s the Premium Today?
3:35pm - 4:05pm
Afternoon refreshments and networking break
2:55pm - 3:35pm
Engaged conversation: The new PC toolkit: Fraud, Servicing, and Controls
Showing 1 of 1 Streams
4:05pm - 4:40pm
Capital Solutions: Hybrid Strategies at the Credit–Equity Intersection
4:40pm - 5:15pm
Global Allocations: Canada, Europe, Asia and ROW Perspectives
5:15pm - 5:20pm
Chair’s closing remarks
5:20pm - 6:50pm
Networking drinks reception
Main Conference Day One
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