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

8:30 Meet the allocators

 

9:05 Opening remarks and presentation of FTE 2025 findings

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Jiri Krol

Global Head of the Alternative Credit Council, AIMA

 

9:20 Plenary panel – Market outlook

Hear from our expert panelists on the outlook for private credit and how LPs are constructing their portfolios over the next 12 months.  This session will cover which private credit strategies they expect to outperform, the questions LPs should be asking about their existing portfolios and what they expect to be the main talking points between private credit LPs and GP in 2026.

 

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Chloe Duanshi

Managing Director, Head of Macro & Investment Strategy, Rockefeller Global Family Office

 

11:30 Masterclasses

Corporate Lending Track

  • Annual health check - private credit portfolios
  • Lower mid-market lending
  • Opportunistic
  • European lending
  • Private credit in Asia

 

Asset Backed Track

  • Specialty finance
  • Residential real estate
  • Commercial real estate
  • Equipment leasing
  • Fund finance

 

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Advanced Topics Tracks: How commercial real estate debt can add additional alpha in a diversified portfolio

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Rafael Serrano

Founder and Managing Partner, Safe Harbor Capital Partners

 

4:15 Plenary Panel – Capital Convergence: How Retail and Semi-Liquid Funds Are Transforming Private Credit

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Chris Acito

Chief Executive Officer, Gapstow Capital Partners