Private Credit Sourcing Conference 2025

October 20, 2025

1:00 pm - 1:45 pm

Registration Opens

1:45 pm - 2:00 pm

Opening Remarks

2:00 pm - 2:45 pm

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

Matt Schwartz

John Doyle

John Doyle

Sandip Agarwala

Sandip Agarwala

Ruslan Sergeyev

Ruslan Sergeyev

2:45 pm - 3:30 pm

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

Kenny Tang

George Franklin

George Franklin

3:30 pm - 4:00 pm

Networking Break

4:00 pm - 4:45 pm

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

Peter S. Burke

Eric Lo

Eric Lo

4:45 pm - 5:30 pm

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

Brett Cohen

David Moshashvili

David Moshashvili

Robert Clippinger

Robert Clippinger

Hadley Ma

Hadley Ma

6:00 pm - 8:00 pm

Cocktail Party

October 21, 2025

8:00 am - 9:00 am

Registration and Breakfast

9:00 am - 9:15 am

Opening Remarks

9:15 am - 10:00 am

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

Jason Ulezalka

Joe Weissglass

Joe Weissglass

Fridolf Hanson

Fridolf Hanson

Corey Dietrich

Corey Dietrich

10:00 am - 10:45 am

Networking Break

10:45 am - 11:30 am

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

Andrew Eisen

Gabriel Heckt

Gabriel Heckt

Justin Hewett

Justin Hewett

Chintan Parikh

Chintan Parikh

Karega Butler

Karega Butler

11:30 am - 12:30 pm

One-on-One Meetings between Prospective Borrowers & Lenders, plus Networking Break

12:30 pm - 2:00 pm

Lunch and One-on-One Meetings

2:00 pm - 2:30 pm

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

Jamal Hagler

2:30 pm - 3:30 pm

One-on-One Meetings between Prospective Borrowers & Lenders, plus Networking Break

3:30 pm - 4:15 pm

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

David Weiser

Zack Ellison

Zack Ellison

Michael Chimento

Michael Chimento

Wick Egan

Wick Egan

4:30 pm - 5:30 pm

One-on-One Meetings between Prospective Borrowers & Lenders, plus Networking Break

Premier Sponsor

With a portfolio of services to match every stage of the business lifecycle, we combine practice area knowledge with modern industry insights and an expansive geographic footprint to deliver seamless solutions ready to meet your toughest challenges.

A trusted partner that puts clients first
We’re guided by a simple belief – that we’re only as successful as our clients are. That’s why we fully invest in your success by working with you to deliver creative solutions, exceptional value, and peace of mind.

Trusted Steward of Growth and Change
We help our clients manage their growth and change. Our flexible and forward-looking approach guides clients through both opportunities and risks.

Seamlessly Executed Global Solutions
Our deep capabilities and broad global platform and mind-set produce exceptional results for our clients around the world. We make global easy.

Modern, Dynamic Innovator
We foster collaboration and creativity and empower our people to act. Our constant pursuit of innovation has helped transform the delivery of legal services for our clients.

Invested, Collaborative Partner

We are deeply integrated with our clients and essential partners in their success. Our people and our clients become one high-performing team delivering value and results.

Passionate Community & Social Leader

We lead on important social, environmental, and community issues. Our people serve and make a difference.

Silver Sponsors

RRBB Accountants and Advisors is a full-service accounting, advisory and consulting firm located in central New Jersey. We put our client relationships first by providing responsive, quality service at reasonable rates. We have been in public accounting, delivering high quality accounting and advisory services for over 50 years and have experts with vast experience in many disciplines.

 JGB Management Inc. (“JGB”) founded by Brett Cohen in 2005, is an alternative asset management firm focused on investing in niche credit-oriented situations.  JGB specializes in privately negotiated investments.  The team looks to minimize loss of capital through a rigorous credit process.

PitchBook is a financial data and software company that provides transparency into the capital markets to help professionals discover and execute opportunities with confidence and efficiency. We collect and analyze detailed data on the entire venture capital, private equity, M&A, emerging technology, leveraged finance and credit landscape—including public and private companies, investors, funds, investments, exits and people. Our data and analysis are available through our suite of products (the PitchBook Platform), industry news and in-depth reports.

Promotional Sponsors

Troutman Pepper Locke helps clients solve complex legal challenges and achieve their business goals in an ever-changing global economy. As a firm of more than 1,600 attorneys in 30+ offices, including the 10 largest U.S. legal markets, we serve clients ranging from multinational companies to new market entrants across all major industry sectors, and offer differentiated experience in energy, financial services, health care and life sciences, insurance and reinsurance, private equity, and real estate.

Media Partners

Alternative Credit Investor is the world’s leading resource on alternative credit.

This online and print publication offers high-quality news, analysis, opinion, and features relating to alternative credit. Investors make up one of the largest segments of our audience, alongside industry professionals. Other readers come from the wider credit and fintech space, professional services, regulators, and government.

We pride ourselves on up-to-the-minute coverage of the key topics impacting the alternative credit sector and its investors. The print version of the magazine comes out at the start of each month, complete with exclusive content. Alternativecreditinvestor.com offers daily news and analysis from Monday to Friday, alongside a daily and weekly e-newsletter. The magazine shines a spotlight on the most important industry issues, lets you know who’s changing jobs and seeks out the opinions of the people who matter most.

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DealFlow Events is proud to be celebrating more than 20 years of industry events. We thank our conference attendees and corporate sponsors for this achievement, and we look forward to seeing you at a DealFlow Event.