8th Annual Private Debt Chicago

LPGP Connect Private Debt Chicago brings together LPs and GPs from the global private credit market to look at the latest developments and market trends. Now in its 8th year, join over 40 industry leading speakers to learn how the market is maturing and where the best opportunities can be found today and in the future.

The conference agenda has been designed to give investors an in depth look at the most up to date issues and concerns for investment groups who currently invest in the asset class and those that are looking to learn more and navigate the many opportunities on offer.

Conference will start in

2023/10/03 12:00:00

Lead Sponsors

Willow Tree Credit Partners

Willow Tree is a fast-growing private credit alternatives firm focused primarily on investing in North American, senior secured, floating rate middle market loans. The firm is headquartered in New York with satellite offices in Miami and Dallas. Willow Tree was formed in 2017 by industry veterans Timothy Lower and James Roche and, together with its affiliates, currently manages approximately $3.3 billion across multiple leveraged loan investment strategies. Having worked together previously at the merchant banking business unit of Royal Bank of Canada and invested alongside each other at legacy institutions, Mr. Lower and Mr. Roche share a common view as to the execution of the Fund’s investment strategy in the current market environment. Their experience includes the execution of large portfolio purchases and the management of large pools of leveraged loans during and after the Great Financial Crisis of 2007-2008 (“GFC”). They are supported by a seasoned team with deep restructuring and special situations investment experience. Prior to founding Willow Tree, Timothy Lower, Founder and Chief Executive Officer, was a founding member of the direct lending business of Ares, which grew from $165 million in AUM at inception in 2004 to over $30.7 billion by 2016. He was a Partner and served on the investment committee for the firm’s flagship direct lending platform, Ares Capital Corporation. Prior to joining Ares in 2004, he was a member of the investment team at the Royal Bank of Canada where he focused on making senior and junior debt investments to private middle market companies across a wide variety of industries. Prior to Royal Bank of Canada, Mr. Lower worked in the Investment Banking division of Salomon Brothers/Citigroup. Mr. Lower graduated magna cum laude from Georgetown University with a B.S. in Business Administration, Accounting and Finance.

Citrin Cooperman

Citrin Cooperman is one of the nation’s largest professional services firms. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. Clients are in all business sectors and leverage a complete menu of service offerings. The entities include more than 400 partners and over 2400 employees across the U.S. For more information, please visit citrincooperman.com, and be sure to follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube.

Co-Sponsors

Clear Haven Capital Management

Clear Haven Capital Management, LLC is an Investment Manager specializing in Asset-Backed Specialty Finance across the public and private credit markets. The firm launched in 2012, is headquartered in NYC and has a seasoned team with over six decades of experience investing in and financing portfolios of assets across consumer finance, real estate, small business lending, and an array of related asset classes. Clear Haven has deep expertise in asset-based strategies across both public and private markets. This includes providing efficient financing structures to early-to-mid stage technology enabled originators of financial assets. Clear Haven also takes an active management approach to short duration, high quality Asset-Backed Securities to earn an attractive risk-adjusted return over comparable Investment-Grade fixed income investments with minimal volatility.

Prospect Capital

Prospect Capital Management L.P. (“Prospect”), founded in 1988, is a $8.8 billion private debt and private equity manager. Prospect has a 35-year history managing private assets for investors with an emphasis on preserving capital and providing attractive current income and total returns. Prospect’s investment strategies include real estate private equity, middle-market private equity, middle-market lending and structured credit. Prospect targets sole, lead and anchor investments and has a track record of success across multiple economic cycles. Prospect has had the same management team for 23 years. Prospect employs over 100 total professionals and is an SEC-registered investment adviser with an institutional-quality and Sarbanes-Oxley process compliant infrastructure.

Event Partners

Fidelity Investment

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. With assets under administration of $11.1 trillion, including discretionary assets of $4.2 trillion as of March 31, 2023, we focus on meeting the unique needs of a diverse set of customers. Privately held for over 75 years, Fidelity employs over 70,000 associates who are focused on the long-term success of our customers.

Preston Capital

Founded on the principles of integrity, discipline, and ingenuity, Preston Capital was built with the distinctive purpose of sourcing and managing diversified pools of life settlements and other longevity-contingent assets. Leveraging the firm’s institutional platform and the collective depth and breadth of the team’s industry expertise, Preston’s mission is to deliver exceptional risk-adjusted returns for our investors. Preston’s founders have participated in the life settlement industry since 2004, and collectively with their senior team, have more than 120 years of combined experience in life settlements. This experience includes the acquisition, disposition, financing, valuation, and management of life settlements in both the secondary and tertiary markets. Today, with a team of over 50 professionals, Preston is one of the largest managers in the asset class managing more than $3.8 billion in equity capital and $7.0 billion in face value.

Entrust Global

For over two decades, EnTrust Global has been dedicated to delivering financial security to those who have entrusted us with their capital. Today, EnTrust Global has approximately $17.12billion1 in total assets for hundreds of clients worldwide, ranging from Taft-Hartley to Sovereign Wealth funds. The vast majority of our investor base is comprised of long-standing institutional investors and includes some of the world’s most prominent allocators. We fully recognize, and have the utmost respect for, our responsibility as stewards of capital and embrace a client-centric culture rooted in integrity and transparency.

 

EnTrust Global’s business platform encompasses a range of investment opportunities across a spectrum of asset classes, strategies, and liquidity profiles, in both the public and private markets. The firm provides commingled solutions as well as customized, bespoke portfolios. In line with the firm’s entrepreneurial foundation, we remain dedicated to innovating and evolving our platform to offer compelling and differentiated investment opportunities.

1As of March 31, 2023; based on estimates and includes assets under advisement and mandates awarded but not yet funded.

Parallaxes Capital

Parallaxes Capital Management is the premier investment firm focused exclusively on monetizing Tax Receivable Agreements (“TRAs”). Parallaxes offers private equity sponsors, co-investors and management team members solutions to achieve liquidity, diversification and optionality from their TRAs. Parallaxes was founded in 2017 and is comprised of experienced investment professionals from leading private equity and growth equity firms.

rihtm Capital

Rithm Capital (NYSE: RITM) is an alternative asset manager based in New York City. The company focuses on investing in the financial services and real estate sectors and has grown to ~$32 billion in gross assets since its inception in 2013. Rithm was built in the public markets as an opportunistic capital vehicle structured as a REIT within the ecosystem of its former external manager. Rithm internalized management from Fortress Investment Group in June 2022.

What was once solely a holder of MSRs, Rithm has grown to approximately $7 billion in equity, distributed over $4.4 billion in cumulative dividends, and now manages multiple operating companies and a diverse investment portfolio. Over the years, Rithm has evolved into a leading manager of assets and investments across the real estate and financial services space.

Rithm’s success is driven by its strategic approach, focused on a diverse, complementary, and adaptable portfolio of investments that includes its operating companies, investment portfolio, and recently launched private capital business. Since its inception, Rithm has built out its asset manufacturing capabilities with the addition of companies like Newrez, Caliber Home Loans, and Genesis Capital and has developed the right strategies to capture the value of each investment.

Rithm’s highly differentiated model benefits from decades of investment expertise, strong performance history, proprietary sourcing & origination opportunities, significant market insights, and leading asset servicing capabilities. Rithm is headquartered in NYC and has an office in London.

Indus Valley Partners

Indus Valley Partners (IVP) is a global provider of front, middle and back-office technology solutions, consulting and “digital-first” managed services to over 160 of the most prestigious fund managers on the buy side. Hedge funds, private equity firms and other traditional and alternative asset managers rely on IVP’s expertise as a thinking partner and best-of-breed platforms to digitally transform and future-proof operations – reducing their costs, improving control and increasing productivity across their enterprise. Founded in 2000, IVP remains at the forefront of moving FinanceForwardTM with approximately $3.6 trillion of global AUM managed using its technology and $1.5 trillion AUM reported through its regulatory reporting solution. IVP is headquartered in New York with additional offices located in Salt Lake City, London, Mumbai and Noida.

Egan Jones Rating

Egan-Jones Ratings started providing ratings in 1995 for the purpose of issuing timely, accurate ratings. The firm rapidly gained credibility by flagging the failures of Enron and WorldCom, and has since established itself as a leading global provider of credit ratings. Egan-Jones is a Nationally Recognized Statistical Ratings Organization (NRSRO) and is recognized by the National Association of Insurance Commissioners (NAIC) as a Credit Rating Provider. Egan-Jones is also certified by the European Securities and Markets Authority (ESMA). Studies by the Federal Reserve and prestigious academic institutions confirm that over time, ratings from the largest NRSROs tend to converge toward the Egan-Jones Rating

Star Mountain

Founded in 2010, Star Mountain Capital is a lower middle-market direct lending manager focused on two investment strategies: 1) providing debt and equity capital to established, growing small and medium-sized companies; and 2) purchasing LP positions, generally at a discount, from other investors in lower middle-market funds. Star Mountain manages ~$2.5 billion of AUM through funds and SMAs for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans.

Star Mountain is 100% employee-owned and 100% of employees share in the investment profits across 90+ full-time team members and senior advisors/operating partners.

Star Mountain’s specialty is helping grow privately-owned businesses, both organically and through acquisitions, that have at least $15 million of annual revenues and under $30 million of EBITDA. Star Mountain has closed over 135 direct investments and 25 secondary / fund investments since its inception.

Exhibitors

PE Front Office

PE Front Office is the only comprehensive and integrated suite of products developed with a focus on the front and middle office processes for alternative investment management – Private Credit/Debt, Private Equity, Venture Capital, Fund of Funds, Real Estate Funds, Limited Partners, and Fund Admins. PE Front Office suite includes Deal Pipeline, Investment Management, Portfolio Monitoring, Investor Management, Investor Portal, Fund Administration supported by CRM, Reports & Analytics, Risk & Compliance, and Document Management. These solutions drive efficiency and transparency and help investment professionals make highly informed decisions. Currently, PE Front Office is servicing 100+ customers across 15 countries including the USA, Canada, UK, Switzerland, Italy, The Netherlands, Belgium, Malta, South Africa, Nigeria, Kenya, Japan, Singapore, Hong Kong, and India.

Badges & Lanyards Sponsor

Macquarie

Macquarie Credit Markets provides creative solutions to institutional investors looking to settle specific credit assets into private debt funds with defined timing constraints, addressing liquidity needs and certainty of closing.  Use cases include: extending existing capital call/leverage facility capacity, smoothing capital calls, bridge for co-investment/syndication to LP co-invests, affiliates or third parties, fund financing optimization, hedging FX exposures on foreign investments and facilitating allocations of deals to new funds (pre-close). Macquarie is a global financial services group operating in 32 markets in asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment. The diversity of our operations, combined with a strong capital position and robust risk management framework, has contributed to our 52-year record of unbroken profitability.

Data Partner

Preqin

Preqin is the leading source of information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports. Preqin is an independent business with over 350 staff based in New York, London, Singapore, San Francisco, Hong Kong, Guangzhou and Manila, serving over 60,000 customers in over 90 countries. Preqin has the most comprehensive and extensive information available on the private equity and venture capital, hedge fund, real estate, infrastructure, private debt and natural resources industries, encompassing funds and fundraising, performance, fund managers, institutional investors, deals and fund terms. Leading alternative assets professionals from around the world rely on Preqin’s services daily, and its data and statistics are regularly quoted by the financial press.

8th Annual Private Debt Chicago

£0.00£2,495.00

Delegate Pass

Limited Partners

We have complimentary passes for Pension Funds, Foundations, Government Organisations, Non-Profit Organisations, Sovereign Wealth Funds, Family Offices, and other LPs to attend subject to verification.

Please contact info@lpgpconnect.com for any enquiries

Your pass will include access to all presentations, networking functions and entry to the drink’s reception after the conference

COMPLIMENTARY
£1,495.00
£1,995.00
£2,095.00
£2,495.00
Category:

Sheraton Grand Chicago Riverwalk

301 E North Water St, Chicago, IL 60611, United States

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Leading Global Managers

Learn and join the market leaders:

LPGP Connect brings together the leading managers and allocators in private credit today

 

  • Managing Directors, CEOs, Presidents, Partners & Managing Partners
  • CIOs, Investment Directors, Heads of Asset Allocation & Portfolio Managers at local and global institutions

Why you need to be there:

  • 40+ leading speakers and 8 panel sessions
  • Learn about the most important issues in private debt today
  • 1-2-1 meetings with investors and managers
  • LPs from Public Pension Plans, Sovereign Wealth Funds, Endowments, Single and Multi-Family Offices.
  • All hosted under Chatham house rules
  • LP-GP Dinner

Lead Sponsors

Willow Tree Credit Partners
Citrin Cooperman

Co-Sponsors

Clear Haven Capital Management
Prospect Capital

Event Partners

Fidelity Investment
Preston Capital
Entrust Global
Parallaxes Capital
rihtm Capital
Indus Valley Partners
Egan Jones Rating
Star Mountain

Exhibitors

PE Front Office

Badges & Lanyards Sponsor

Macquarie

Data Partner

Preqin

What others say about our 2021 events