One-on-one conversations with your industry peers.

Private and alternative credit may have started as a niche asset class, but it has increasingly become an integral part of many institutional investors’ asset mix.  Some institutional investors are making a case for preferring private credit over both public credit and public and private equity at this point in the cycle.  

Suzan Ilic, Tennessee Consolidated Retirement System
Cassie Boll, Minnesota State Board of Investment
Eunice McHugh, San Francisco Employees’ Retirement System
Jennifer Strickland, Pretium (moderator)

The 2020 coronavirus crisis was a catalyst for institutions to revisit their long-term asset allocation plans. How has the approach to credit evolved post-Covid19?  How are LP Consultants advising their clients today on which strategies to pursue, and why? 

Catherine Beard, Callan
Valerie Benard, Aksia
Dulari Pancholi, NEPC
Amy Ward, Owl Rock (moderator)

According to Pitchbook, the number of new private debt funds plummeted to a nine-year low in 2020, while the amount of new capital raised dropped to its lowest point in five years. But that’s not the complete picture.  What strategies are finding traction today? 

Allison Davi, Benefit Street Partners
Katherine Taylor, First Eagle Alternative Credit
Chrystalle Anstett, Sound Mark Partners
Amanda Persaud, Ropes & Gray (moderator)

Credit provides a rich opportunity set – but it can also be daunting and complex. Credit encompasses a spectrum of different products and strategies, each with its own risk/return profile across public and private markets. We’ll hear from product strategists and credit industry leaders about how their building their suite of products, what investors are asking for and how capital raising and relationship management has been impacted by the events of 2020.

Lynette Vanderwarker, Angel Island Capital
Anne Anquillare, PEF Services
Kristen Jones, Albourne Partners
Samantha Rosenstock, MAN Frn
Christina Fang, Blackrock
Katie Waite, Ropes & Gray (moderator)

Distressed Investing: A “Once in a Decade Opportunity?” In the months since the COVID-19 pandemic jolted the global economy, it’s been a story of “haves” and “have nots.”  The subsequent recovery has primarily favored borrowers with large capitalizations, pandemic-resistant businesses, and collateral to pledge in exchange for liquidity to survive. Credits of many smaller-cap and private companies have been and will continue to be left behind. 

Aiyu Yuan Nicholson, Stepstone Group
Holly Kim, Glendon Capital
Cristi Schwarzman, Ropes & Gray (moderator)

William Brady, Paul Hastings
Tammy Davies, Paul Hastings

According to the headlines, healthcare and technology are hot and retail and energy are not. Is this still the case? How are lenders staying disciplined as competition heats up in some areas and dries up in others?  What trends are we seeing with valuations and term sheets? How are managers helping companies in distress navigate through this period?

Luna McKeon, Owl Rock
Ivelisse Simon, Avante Capital Partners
Melanie Brensinger, Anagenesis Capital Partners
Tia Malhotra, Golub Capital
Amel Hammad, Conway McKenzie (moderator)

It’s a highly competitive market for lenders right now.  Originators must have an edge – a unique strategy that sets them apart. Hear from leading originators on how they keep opportunities flowing during today’s challenging business climate.

Engin Okaya, Prudential
Subhadra Shrivastava, LBC Credit Partners
Carey Davidson, Monroe Capital LLC
Richa Tandon, Benefit Street Partners
Alyson Gal , Ropes & Gray (moderator)

In 2019, the Wall Street Journal ran an article about how women are dominating CLOs, pointing out that female executives hold only one out of every 10 senior management jobs in the investment industry, but in CLOs, one out of every four bosses is a woman. Here we’ll talk to three of these leaders, who will share their story about rising to the top of the industry, and how other sectors may take a cue. We’ll also hear about how CLOs faired in the turbulence of 2020, and what lies ahead in 2021.

Angie Long, Palmer Square Capital
Roberta Goss, Pretium
Lyuba Petrova, Fitch Ratings
Liz Bernich, Caldwell Partners (moderator)