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PDI CFOs & COOs Forum 2019
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  • June 11-12 | Convene, 730 Third Ave

         
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June 11-12 | Convene, 730 Third Ave
BOOK YOUR PLACE NOW


The evolving responsibility of Private Debt CFOs & COOs

The Forum is the premier venue for in-house financial and operational professionals to hear best practices and industry developments from a wide spectrum of private debt industry peers.

 

The day and a half program features insights from senior financial, operational, tax, accounting and compliance officers at private debt funds managing BDCs, private credit, distressed investment, and senior lending strategies. They will delve into the complexities of managing the finance and operations of firms that invest across the capital structure including senior secured loans, subordinated debt, hybrid financing and more.

 

The Forum will explore the following topics:

 

  • Building the optimum operating model
  • What types of internal accounting and reporting systems are required?
  • Investor reporting and communication: meeting and exceeding investor expectations
  • Potential tax liabilities when buying debt at a discount
  • Valuation challenges unique to private debt funds
  • Proposed tax reform changes impacting private debt funds
  • Unique compliance hot button issues for private debt funds
  • Addressing fund administration complexity and working with outsourced providers
  • Leveraging technology to scale the organization
  • Fund structures to protect non-US investors and tax exempt investors

 

 

REGISTER YOUR INTEREST

 

 

 

Why you should attend


Developed through input from the editorial and research teams of both Private Debt Investor and Private Funds Management along with highly respected CFOs & COOs of private debt funds, this Forum will deliver content rich, thought provoking programming, designed to share the perspective and concerns of today’s private debt CFOs & COOs who are tasked with managing a complex and challenging business.

 

 

For CFOs & COOs


Gain valuable insights and actionable intelligence from CFOs and COOs at private debt funds on how they address their biggest operational challenges.


Latest regulatory and tax updates


While the 2018 tax bill had limited impact on private credit investment, learn how potential CFIUS changes could negatively affect appetite for foreign investment.

 

Network


Whether your firm is raising its first private debt or credit fund, or expanding an existing platform, this is the event for you to build your network.

 
 
Secure your place today to be part of the growing community of
private debt finance and compliance leaders
.


BOOK YOUR PLACE

Download the 2019 preliminary agenda

Download the preliminary agenda to get an idea of the topics to be discussed at this year's event.

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Fill out my online form.

Featured speakers include:

  • zivehrenfeld400
    James Cassady
    Managing Director, Operations & Compliance
    Monroe Capital
  • JenniferGordon400
    Bryan Martoken
    Managing Director & Chief Financial Officer
    Benefit Street Partners
  • PenniRp;;400
    Thomas Mayrhofer
    Chief Financial Officer and Deputy Chief Operating Officer
    EJF Capital
  • TerranceOlson400
    Terrence Olson
    COO/CFO
    THL Credit
  • Venurathi400
    Venu Rathi
    Managing Director
    Carlyle Credit



View Speakers

  • "The best conference on the overall private debt market."

    • John Harrison, Sr. Managing Director, Harbert Management Corp
  • "Positive conference, well organized, presented."

    • John Middleton, Senior Manager, Harmonic Fund Services
  • "Great set of speakers and the interactive components was great!!"

    • Alex Cota, Partner, Stroock & Stroock & Lavan LLP
  • "Very good mix of GPs and LPs."

    • Daniel Honeker, Managing Director, Crescent Capital Group
  • "I found the conference well put together. The panels were all interesting and topical."

    • Jessica Thompson, Investment Director, IFM Investors
  • "Very good speaker line-up."

    • Colin McClary, Managing Director, Z Capital Partners
  • "Very well run and attended."

    • Gregory E. Rauscher, Global Director - Institutional Sales & Marketing,
      Egan-Jones Ratings Company
  • "Great conference"

    • Vaibhav Kalia, Portfolio Manager, Selective Insurance
  • "Very informative and timely addressing issues with real time market data."

    • Robert O’Sullivan, Managing Partner, Comvest Partners

2019 sponsors include:

Cortland_200x100 BH_200x100  Cortland_200x100 Cortland_200x100 Cortland_200x100 Cortland_200x100 Cortland_200x100

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Convene Conference Center
730 Third Ave
New York, NY 10017
June 11-12, 2019

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