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Agenda

After 20 years of hosting large investment conferences, we know that great events always begin with a great agenda. That’s why we like to say, “The program always comes first.”  The Private Credit Sourcing Conference offers an educational agenda focused on the technical aspects of sourcing and closing private credit transactions.  Here’s a selection of topics being developed for the upcoming event.

Navigating the Private Credit Deal Pipeline: From Origination to Execution

  • Sourcing strategies in a competitive market: Proprietary vs. intermediary-driven deals
  • Building relationships with borrowers, sponsors, and deal sources
  • Role of private equity sponsors in driving deal flow
  • Identifying underserved sectors and niche opportunities
  • Leveraging data and tech for smarter deal origination

Evaluating the Residential Mortgage Market for Private Credit

  • High interest rates driving home buyers to seek non-traditional loans
  • $50 trillion addressable market for home mortgages
  • $2 trillion market for home equity and lines of credit loans
  • Repackaging private credit loans into bonds for sale to investors
  • Private credit not tied to Fannie Mae or Freddie Mac

Direct Lending in a Disintermediated World: The Evolution of Sourcing

  • How sourcing is shifting to private non-bank lenders
  • Finding opportunities in special situations, rescue financing, and non-sponsored deals
  • Opportunities in lower middle-market and emerging sectors
  • Deal sourcing through platforms, fintech, and digital ecosystems
  • The rise of club deals and co-lending partnerships

Risk Management & Underwriting Trends

  • Are private credit risk assessment platforms/services worthwhile?
  • Credit selection and sector exposure in a higher-risk environment
  • Default risk mitigation and recovery strategies
  • How managers are stress testing portfolios

Institutionalizing Deal Sourcing: Best Practices for Scalable Growth  

  • Developing internal sourcing teams vs. outsourcing to originators
  • Establishing repeatable processes for screening and underwriting
  • Managing borrower relationships post-closing for future opportunities
  • Creating alignment with LPs on sourcing strategy and portfolio construction
  • Cross-selling and referrals from portfolio companies and co-investors

Hot Areas for Deployment of Private Credit Capital

  • US private credit market expects to play growing role in financing capex boom
  • Shift from mid-market loans to capital intensive operations such as data centers, energy
  • Partnering with insurance companies to bridge funding gaps in private credit
  • Private credit pivoting toward long-duration infrastructure financing

Private Credit for Private Equity Sponsors

  • Financing LBOs in the new credit environment
  • Sponsor vs. non-sponsor deals: Key differences
  • Club deals, deal syndication, and intercreditor dynamics

Development of Secondary Markets for Private Credit

  • More US banks eyeing opportunities for secondary trading markets in private credit
  • Setting up product structures, including first in/first out
  • Differentiating your firm through innovation and sector specialization
  • Competing in a market with supply/demand tilted in favor of borrowers

LP Investor Perspective: Allocating to Private Debt Strategies    

  • What institutional investors want from private credit funds
  • Portfolio construction and risk-return expectations
  • Transparency, reporting, and governance for LPs
  • Co-investments and SMAs as preferred structures

Using Technology to Manage Private Credit Investments   

  • Leveraging data and AI for underwriting and monitoring
  • Platforms for deal sourcing and investor reporting
  • Digitizing private credit workflows

Structures & Strategies in Private Credit   

  • Senior secured loans vs. unitranche vs. mezzanine debt
  • Specialty finance (e.g., litigation finance, royalties, receivables)
  • Distressed and opportunistic credit
  • NAV lending and asset-based finance
  • Venture debt

Private Credit Fund Operations

  • Fund structuring, leverage, and liquidity management
  • Fee structures and investor alignment
  • Regulatory updates (e.g., SEC rules, AIFMD, Basel III)
  • Challenges in fund administration and valuation

Sourcing Private Credit in a Higher Rate Environment

  • Adjusting origination strategies as interest rates stabilize or decline
  • Risk/reward trade-offs in floating-rate vs. fixed-rate environments
  • How borrower behavior and capital needs are changing
  • Navigating increased competition from BDCs and alternative lenders

Building a Global Sourcing Engine: Technology, Talent, and Tools

  • CRM systems, AI tools, and data-driven sourcing workflows
  • Benchmarking deal origination costs and conversion rates
  • Recruiting and training origination professionals
  • Outsourced deal sourcing: platforms, brokers, and finders
  • Regulatory and currency considerations in international deal sourcing
  • Risk management and due diligence in cross-border private credit

Future of Private Credit: Trends to Watch 

  • Consolidation among managers and platform scalability
  • Retail access and the rise of interval and BDC products
  • Private credit as a replacement for fixed income in portfolios
  • Potential headwinds: regulation, defaults, and fundraising fatigue