USA Forum

Private Credit Investor Forum 2024

8:00AM - 5:00PM (US/Eastern) 29 January 2024

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Note: This is a tentative agenda, subject to change. Final agenda and speakers will be posted closer to the event date.
All times are ET

9:00 am | Badge pick-up opens

10:00 am | Coffee Break

Choose your own agenda: Workshop and Roundtables

WORKSHOP:
Real Estate Debt Workshop
10:15 am - 11:00 am

Rafael Serrano

Founder and Managing Partner, Safe Harbor Equity

Nick Smith

Managing Director, Private Credit

Siddarth Sudhir

Managing Director, Head of Private Markets, The Rock Creek Group

Stuart Fiertz

Co–Founder, President and Director of Research, Cheyne Capital Management

Meet the allocator roundtables:
8 LPs and consultants for 30-minute roundtable sessions
10:30 am - 11:00 am

LPS:

Beste Portnoff

Managing Director, Head of Operational Due Diligence, Bessemer Trust

Lynnette Ferguson

Global Co-Head Investment Specialists (Americas), J.P. Morgan

Ariel Goldblatt

Partner, StepStone Group

Ilya Gertsberg

Chief Investment Officer, Apolis S.A.M

Amit Agrawal

Head of Fixed Income and Alts, AXA XL

Evan Frazier

Senior Research Analyst, Marquette Associates

Kristen Jones

Head of US Private Credit and Senior Private Markets Investment Due Diligence Research Analyst, Partner Albourne Partners

Fernando Martinez

Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)

Habib Habibi

Director, CDPQ

Interviewers:

Putri Pascualy

Managing Director, Head of Product and Strategy - Multi-Strategy Credit, Formerly TPG Angelo Gordon

Betty Salanic

Chief Executive Officer, Accelerate Investors

Anne Iyer

Global Head of IR Navigator, iConnections

Romulad Beneche

Director, Membership, US

Kate Reid

Director, Investor Relations, iConnections

Michael Denoon-Slater

Head of APAC, Strategic Partnerships, iConnections

Jiří Król

Deputy CEO, Global Head of Government Affairs, AIMA

Claire Van Wyk-Allan

Managing Director, Head of Canada and Investor Engagement

Jim Park

CEO, AAAIM

Choose your own agenda: Workshop and Roundtables

WORKSHOP:
Insurance Workshop
11:00 am - 11:45 am

Stephen Smith

Head of Insurance Analytics, Neuberger Berman

Nelson A. Pereira

Investment Director - U.S. Insurance, Mercer

Elena Boeva

U.S. Chief Operating Officer, Aflac Global Investments

Joe Engelhard

Head of US Private Credit and Asset Management Policy & Regulation

Bridget Hagan

Managing Director, Blackstone

Meet the allocator roundtables:
8 LPs and consultants for 30-minute roundtable sessions
11:15 am - 11:45 am

LPS:

Beste Portnoff

Managing Director, Head of Operational Due Diligence, Bessemer Trust

Lynnette Ferguson

Global Co-Head Investment Specialists (Americas), J.P. Morgan

Ariel Goldblatt

Partner, StepStone Group

Ilya Gertsberg

Chief Investment Officer, Apolis S.A.M

Amit Agrawal

Head of Fixed Income and Alts, AXA XL

David Sheng

Managing Director, Portfolio Advisory, Aksia

Evan Frazier

Senior Research Analyst, Marquette Associates

Kristen Jones

Head of US Private Credit and Senior Private Markets Investment Due Diligence Research Analyst, Partner Albourne Partners

Fernando Martinez

Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)

Habib Habibi

Director, CDPQ

Interviewers:

Jim Park

CEO, AAAIM

Anne Iyer

Global Head of IR Navigator, iConnections

Romulad Beneche

Director, Membership, US

Claire Van Wyk-Allan

Managing Director, Head of Canada and Investor Engagement

Kate Reid

Director, Investor Relations, iConnections

Betty Salanic

Chief Executive Officer, Accelerate Investors

Jiří Król

Deputy CEO, Global Head of Government Affairs, AIMA

Putri Pascualy

Managing Director, Head of Product and Strategy - Multi-Strategy Credit, Formerly TPG Angelo Gordon

Michael Denoon-Slater

Head of APAC, Strategic Partnerships, iConnections

Grace Reyes

TIDE

12:00 pm | Lunch

12:45 pm | Opening remarks: Exclusive insights from the latest ACC market data

Jiří Król

Deputy CEO, Global Head of Government Affairs, AIMA

Diana Arakelyan

Partner, Chief Marketing Officer, iConnections

1:00 pm | Keynote panel: Constructing a diversified private credit portfolio

Andrew Watt

Managing Director and Head of Financial Services, Infrastructure & Alternative Assets, Americas, S&P Global Ratings

Dan Oneglia

Senior Managing Director and Portfolio Manager, Blackstone Credit

Brian Marcus

Managing Director - Partner and Portfolio Manager, Global Credit, Carlyle

Jeremy Lee

Principal, Credit Portfolio Strategist, Blue Owl Capital

Samantha Rosenstock

Deputy CIO, Man FRM

1:40 pm | Fireside chat: Sports investing - Changing the game with private credit

Mark Affolter

Partner, Portfolio Manager & Co-Head of U.S. Direct Lending, Ares Credit Group

Pierre-Yves Cyr

Senior Investment Director, Capital Solutions, Caisse de dépôt et placement du Québec (CDPQ)

2:05 pm | Coffee break

2:30 pm | Panel: Special situations investing in a higher interest rate environment

Daniel Leger

Managing Director, MGG Investment Group

Ashley Baum

Managing Director & Head of Special Opportunities, Teacher Retirement System of Texas’

Chris Grizzard

Director, Head of Private Investments, Bayshore Capital

Arif N. Bhalwani

CEO & Co-Founder, Third Eye Capital

Michael Oliver Weinberg

Special Advisor, Tokyo University of Science Endowment

3:10 pm | Panel: The case for alternatives: Prospects for asset back lending and specialty finance in 2024

Nora Pickens

Partner, Investment Strategy, Mill Creek Capital Advisors

Ian Haas

Managing Director, Neuberger Berman

Avi Korn

Co-Head of Asset-Based Finance & Managing Director, KKR

Bret Leas

Partner, Apollo Global Management

Robert Villani

Partner, Clifford Chance

3:50 pm | Coffee break

4:15 pm | Fireside chat: state of the private credit union

Scott Hamilton

Managing Director, North America, Pemberton Asset Management

4:40 pm | The next trillion – Private credit, the reshaping of credit markets and relative value for LPs and borrowers

Eric Muller

Portfolio Manager & Partner, Chief Executive Officer – BDCs, Oak Hill Advisors

Christina Lee

Managing Director and Assistant Portfolio Manager, Oaktree Capital Management, L.P.

Stephanie Thomes

Senior Insurance Investment Consultant, Mercer

Mary Rooney

Managing Director, JPM Private Bank

Sasha Burstein

Partner, K&L Gates

5:20 pm | Closing remarks

Nick Smith

Managing Director, Private Credit