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
Scott Bluestein
John Doyle
Sandip Agarwala
Solo Presentation (To Be Announced)
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
Lindsay Gray
Networking Break
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
Future of Private Credit: Trends to Watch
Jamal Hagler
Cocktail Party
October 21, 2025
Registration and Breakfast
Solo Presentation (To Be Announced)
One-on-One Meetings between Prospective Borrowers & Lenders, plus Networking Break
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
One-on-One Meetings between Prospective Borrowers & Lenders, plus Networking Break
Lunch
One-on-One Meetings between Prospective Borrowers & Lenders, plus 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
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