Alternative Investments, Conference / Seminar, Virtual Events & Programming

4th Annual Private Credit Outlook

February 28, 2022 | 1:00 PM - 4:30 PM

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Overview

Deleveraging and newly imposed regulatory restrictions have hindered traditional bank lenders’ activity and restricted the capital available to many segments of the US and global economies. This has created a tremendous opportunity for alternative lenders to step in and fill the void. However, the market for private credit remains highly fragmented and somewhat opaque, complicating optimal entry points for many market participants.

As specialty lenders, hedge funds, BDCs and other private pools of capital have helped re-introduce market liquidity, the potential for attractive risk adjusted returns has driven up demand for private debt exposure from institutional investors. Tune in to our Fourth Annual Private Credit Outlook discussion to stay abreast of innovative and differentiated strategies at the forefront of the private credit market.

Agenda

1:00 PM | WELCOMING REMARKS

Tod Trabocco, CFA, Product Specialist, ITE Management

1:05 PM | LPs / ALLOCATORS PANEL

Moderator

Richard Grimm, Managing Director, Cambridge Associates

Panel

Anthony Chiu, CFA, Director of Private Equity / Alternative Assets, Kentucky Public Pensions Authority

Dora Gamaoun, CFA, Investment Manager, Optimum Asset Management

Eunice McHugh, Director, Private Credit, San Francisco Employees’ Retirement System

Nora Pickens, CAIA, Managing Director, Mill Creek Capital Advisors

1:45 PM | Q & A

2:00 PM | BREAK

2:15 PM | DIRECT LENDING PANEL

Moderator

Stephen Boyko, Partner, Proskauer

Panel

Dinko Angelov, CFA, Managing Director, Audax Private Debt

King Jang, Managing Director, Benefit Street Partners

Bob Shettle, CFA, Managing Director, Star Mountain Capital

Ross Van der Linden, Managing Director, Golub Capital

3:00 PM | Q & A

3:15 PM | BREAK

3:30 PM | SPECIALTY LENDING PANEL 

Moderator

Colton Lavin, CFA, Investment Director – Private Debt, NEPC

Panel

Heather La Freniere, Founder & Managing Partner, LAGO Innovation Fund

Dave Philipp, CFA, Partner in Fund Liquidity, Crestline Investors, Inc.

Brian Ralph, Head of Institutional, ITE Management

Greg Richter, CEO, Medalist Partners

Baxter Wasson, Co-Head of O’Connor Capital Solutions, UBS O’Connor

4:15 PM | Q & A

4:30 PM | CLOSING REMARKS

Stephan Connelly, CFA, Director, Star Mountain Capital, Chair of the Alternative Investments Group, CFA Society New York

Additional Details

Learning Outcomes

  • Discuss the rise of private credit as an asset class
  • Understand different outcomes of private credit strategies for asset owners
  • Explore opportunities for managers in a competitive market

Sponsorship

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

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