Private Debt Forum 2018

New York Marriott Marquis, New York, NY
June 25, 2018

61 days left

What began as a middle-market funding alternative confined to Chicago is today a must-have alternative asset class totaling $600 billion in investor capital. The rise of private debt coincided with—and thrived as a result of—the Wall Street reform following the global financial crisis. But while the evolution and growth of private credit and direct lending can be mapped with relative ease, its definition and role in portfolio allocation is open to debate.

The Opal Group 2018 Private Debt Forum is not only a venue for unique access and firsthand insight into the product universe and people leading the fastest-growing market in the finance sector, but a bellwether for the future of the asset class and investment management industry.

Presented in a panel discussion series, the 2018 Private Debt Forum will feature senior level investment research and asset allocation personnel who will debate and explore the investment market for private credit and direct lending. NOTE: Panel discussion will follow a “talk show” format led by a moderator. Panelist use of Microsoft PowerPoint is prohibited.

Current as of April 24, 2018


Continental Breakfast


Opening Address


Market Analysis and Outlook

The market need and customer satisfaction that turned private debt into a $600 billion asset class is dimming its value proposition.


Brandon Laughren, CIO, The Laughren Group (SFO)


Lyle Minton, Chief Investment Officer, Keel Point LLC


Ron Cordes, Cofounder, Cordes Foundation


Shanta Chary, Director of Investment Operations, Orange County Employees’ Retirement System


Private Real Estate Debt

Debt is the most prolific asset class in private equity real estate, with rebalancing and downside risk protection powering growth.


John Brown, CFA, Managing Director, External Investments, Massachusetts Mutual Life Insurance Company


Douglas Lyons, Managing Principal, Pearlmark Real Estate Partners


Venture Lending

Compared to Unicorn venture capital, venture lending might be an afterthought—just not an underperformer.


Jerry Michaud, President, Horizon Technology Finance


Attendee and Exhibitor Networking


Standalone Presentation


Standalone Presentation


Standalone Presentation


Attendee Luncheon


Direct Lending

Collecting predictable interest from senior secured credit, offering refinancing to the middle market, direct lending is cheap, elastic and the go-to allocation in private debt.


Peter Gerlings, CFA, CAIA, Senior Vice President, Segal Marco Advisors


Jonathan Bergman, Managing Director, TAG Associates


Larisa Mueller, Senior Investment Manager, Ministers and Missionaries Retirement Board



A lowered standard for borrowing and higher covenant lite lending is growing traditional distressed credit—and fueling fear of a market correction in private debt.


Doug Watler, Board Member & Trustee, Deerfield Beach Fire Pension


Kevin Edwards, Senior Investment Director, Hartford HealthCare



After consistently losing market-share to direct lending or the business development company trend, private mezzanine debt is back in vogue.


John Agenbroad, Chairman, Inter-Local Pension Fund


Rollback Regulation

A retrospective on the decade following the global financial crisis, and the call to deregulate Wall Street reform.


Panel Discussion


Cocktail Reception

New York Marriott Marquis
1535 Broadway, New York, NY, USA

King $329
Double/Double $329
*Room rates are subject to applicable state and local taxes (currently 14.75%) plus $3.50 Occupancy tax per room per night in effect at the time of check-out.
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.

Registration Pricing

Earlybird Rate II
(exp 4/30/18)
Standard Rate
Fund Manager / Service Provider $2,695 $2,895

Investment allocation from a corporate or pension fund, endowment or foundation, independent fee-only investment advisor or non-imbedded multifamily or single family office are permitted to attend with no cost, subject to Opal Group approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • The origin and evolution of private debt, from pioneering firm Heller Financial to current nonbank lending
  • In-depth review of each major fund strategy—direct lending, distressed, mezzanine and venture
  • The role of private debt as a job creator for financial services
  • The potential for market deregulation and its impact on the asset class
  • Public Pensions
  • Corporate Pensions
  • Endowments
  • Foundations
  • Single and Multi-Family Offices
  • Private Debt Funds and Managers
  • Business Development Companies
  • Investment Advisors
  • Pension Fund Investment Consultants