Agenda
This year’s agenda brings together lenders, borrowers, and advisors to explore where the market is heading and how to capitalize on today’s opportunities. From sourcing strategies and fund structures to LP allocation trends and the rise of tech in underwriting, we’re covering the issues that matter most.
October 20, 2025
Registration Opens
Opening Remarks
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
Matt Schwartz
John Doyle
Sandip Agarwala
Ruslan Sergeyev
Private Credit Through 2026: Opportunities, Headwinds & Market Evolution
• Growth projections and key macroeconomic drivers shaping private credit
• Which industries and borrower types are attracting capital—and which are losing favor
• How managers are adjusting underwriting standards in a shifting economy
• Impacts of potential Fed moves on deal flow, pricing, and investor returns
Kenny Tang
George Franklin
Networking Break
Unitranche Credit Facilities: Structural Considerations and a Comparison to a Two-Lien Structure
• Definition and structure of unitranche credit facilities
• Advantages for borrowers: flexible capital, tailored financing solutions
• Investor appeal: risk-tiered exposure and enhanced yield opportunities
• Documentation considerations for the Agreement Among Lenders and a comparison to a two lien structure
• Bankruptcy and workout considerations
Peter S. Burke
Eric Lo
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
Brett Cohen
David Moshashvili
Robert Clippinger
Hadley Ma
Cocktail Party
October 21, 2025
Registration and Breakfast
Opening Remarks
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
Jason Ulezalka
Joe Weissglass
Fridolf Hanson
Corey Dietrich
Networking Break
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
Andrew Eisen
Gabriel Heckt
Justin Hewett
Chintan Parikh
Karega Butler
One-on-One Meetings between Prospective Borrowers & Lenders, plus Networking Break
Lunch and One-on-One Meetings
Future of Private Credit: Trends to Watch
• Shift from Banks to Private Lenders
• Impact of Interest Rate Environment
• Technological Innovation in Private Credit
• Regulatory and Macro Risks
• Emerging Opportunities -- Niche sectors: healthcare, technology, renewable energy
Jamal Hagler
One-on-One Meetings between Prospective Borrowers & Lenders, plus Networking Break
LP Investor Perspective on Private Credit: 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
David Weiser
Zack Ellison
Michael Chimento
Wick Egan