Direct Lending Finance/CLO Forum

Strategic Trends in Direct Lending

Wednesday, March 20, 2024

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8:30 AM


8:45 AM







9:30 AM




9:45 AM








10:45 AM


11:00 AM








12:00 PM


12:30 PM


1:45 PM







2:45 PM


3:00 PM








4:00 PM








5:00 PM



5:15 PM

Registration & Breakfast


Instructional Teach-In: Taking the Keys – The Nuts and Bolts of Workouts


     Jeffrey Fitts, Managing Director, HPS 

     Michele Kovatchis, Senior Managing Director and Head of Credit Advisory Group, Antares Capital

     Alastair McKeever, Managing Director, Guggenheim Partners

Moderator: Vincent Indelicato, Global Co-Chair of Restructuring, Proskauer Rose LLP


Opening Remarks    

Emmanuel IssanchouHead of Global Markets Americas and Global Head of Credit Markets,

Natixis CIB 


Origination – Winning Mandates and Delivering Quality Portfolios


     Chip Cushman, Managing Director, Golub Capital

     Andy FrankPartner, Head of Sponsor Finance, Fortress

     Carolyn Glick, Head of Origination US Direct Lending, BlackRock

     Kelli MartiHead of CLO Management, Churchill

Moderator: Asif KhanHead of Structured Credit Capital Markets, Natixis CIB


Morning Break


PE Sponsor Perspectives on Direct Lending versus Broadly Syndicated Financing Solutions


     Janki Chudgar, Principal, Capital Markets, Advent

     Stratton Heath, Partner & Head of Capital Markets, Oak Hill Capital  

     Matt Kretzman, Managing Director & Global Head of PE Capital Markets, HIG 

     Lauren Tannenbaum, Managing Director, Global Capital Markets, Carlyle

Moderator: Bill ErnestGlobal Co-Head of Financial Sponsors, Natixis CIB




Lunch/Networking Break


Growth of Direct Lending – Strategic Positioning in a Dynamic Market


     Ian Fowler, Co-Head Global Private Finance, Barings

     Brent Humphries, President, AB Private Credit Investors

     Dan Wolf, Chief Executive Officer, Cerberus Business Finance

Moderator: Chris GilbertHead of U.S. CLO Banking, Natixis CIB


Afternoon Break


Market Segmentation in Private Credit - 

How Managers Focus on Different Elements of the Market 


     Matt Harvey, Dedicated Partner & Head of Direct Lending, PGIM

     Ian Larkin, Chief Executive Officer, Maranon Capital

     Arlene Shaw, Managing Director & Treasurer, Brightwood Capital

Moderator: Michael MoriartyExecutive Director, Natixis CIB


Investor Insights


     Shiloh Bates, Chief Investment Officer, Flat Rock Global

     Angela Best, Director, MetLife

     Tony Liu, Principal, Apollo

     Michael Schewitz, Portfolio Manager, Credit Investments, Invest Bank UK Plc 

Moderator: Daniel LeporeHead of Liability Management, Cliffwater


Closing Remarks

Olivier DelayChief Executive Officer Americas, Natixis CIB


Reception to Follow


Quorum by Convene

1221 Avenue of Americas
10020 New York, NY


For questions please contact:

Deirdre Curry

1251 Avenue of Americas
10020 New York
United States