Debtwire US Private Credit Forum 2023
The must-attend event for the US middle market returns!
Conrad New York Downtown, 102 North End Avenue, New York, NY 10282
14
Jun
Panel- Institutional investor insights- allocator perspectives
The recent state of the public markets has meant that institutional investors’ overall asset allocation pie has shrunk. Despite this, private credit remains an attractive source of investment for LPs, amounting to over USD100 billion in pension fund investments. Indeed, a public market retreat has meant that pensions now have more flexibility to add more illiquid debt into their portfolios, and there seems to be no pause in activity for this asset class. Our panel of top LPs will discuss their private credit allocations, key considerations, and their outlook for the year ahead.
- What continues to make private credit a compelling investment opportunity for LPs, especially given the current macroeconomic and geopolitical landscape?
- What are some of the investment trends investors are leaning towards in this climate, such as expanding into new geographic locations and focusing on non-cyclical businesses?
- Despite market optimism, what are some of the ongoing challenges LPs face when investing in the space?
- What are some unique opportunities LPs see on the horizon, and what are allocators’ plans for the year ahead?
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SpeakersJosh O’Neill Head of Private Capital DEBTWIRE
David Colla GLT-Managing Director, Head of Capital Solutions CPP INVESTMENTS
Jennifer Hartviksen Managing Director, Global Credit INVESTMENT MANAGEMENT COROPRATION OF ONTARIO
Doug Porter Managing Director and Head of Alternative Credit MAINEPERS
Tina Suo Head of Alternative Credit OFFICE OF THE NEW YORK CITY COMPTROLLER
Christopher Witkowski Managing Director, Private Credit ONTARIO TEACHERS' PENSION PLAN
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GLT-Managing Director, Head of Capital Solutions
David leads the Capital Solutions group.
Prior to joining CPP Investments in 2010, he was a Senior Vice President at Oaktree Capital Management in its Mezzanine Finance Group in New York. Before that, David was a Vice President at JPMorgan in its Principal Investments and Leveraged Finance groups in New York.
David holds a BAH in Economics from Queen’s University in Kingston, Ont., and an MBA from the Ivey Business School at Western University.
He is on the board of Antares Capital.
Ms. Hartviksen is a global credit investor with over 25 years of experience on both the buy and the sell-side at banks, pension funds and asset managers. In her current role at IMCO as Managing Director, Global Credit, she is responsible for building out the fund’s credit team and investments across public and private credit markets. Prior to joining IMCO in January 2020, she held several roles at Invesco including Head of Global High Yield, Head of Fixed Income, Trimark and Senior Portfolio Manager. Previously she also held the position of Senior Portfolio Manager on a market-neutral credit strategy with the CPPIB. Prior to returning to her native Toronto in 2009 she spent nearly a decade in Southern California with Western Asset Management, a leading fixed income asset manager, and before that was in Sao Paulo, Brazil where she worked as an EM Corporate Analyst at ING Barings and a Senior Analyst at JP Morgan. Ms. Hartviksen holds a B.A. in Economics from the University of Toronto and is a CFA charterholder.
Doug Porter joined Maine Public Employees Retirement System (MainePERS) in 2012 and is a Managing Director and Head of Alternative Credit. Doug is responsible for the Alternative Credit portfolio design and implementation of making private credit fund investments and co-investments across the direct lending, infrastructure debt, commercial real estate debt, asset-based lending, and specialty finance sectors. Prior to joining MainePERS, Doug worked for three years in portfolio management at Acadia Trust. He holds a B.S. from the College of Charleston Honors College and an M.B.A. from the F.W. Olin Graduate School of Business at Babson. Doug is a CFA Charterholder and serves on the Board of the CFA Society Maine.
Ms. Suo is the Head of Alternative Credit at the Bureau of Asset Management, Office of New York City Comptroller Brad Lander. In this role, she is responsible for the Alternative Credit allocation of the five New York City pension systems. Prior to joining the Bureau, Ms. Suo was responsible for investment due diligence and risk oversight of various fixed-income strategies at New York Life Investment Management. Previously, Ms. Suo also held portfolio management, trading, and risk management roles at Goldman Sachs and PIMCO. Ms. Suo received her Master of Business Administration from London Business School and her Bachelor of Science in Information and Decision Sciences from the University of Science and Technology of China.
Chris leads Ontario Teachers’ North American Private Credit team and has 24 years of experience in the finance industry on both the buyside and sellside. Chris joined Ontario Teachers' in 2014 as a senior member of Ontario Teachers’ Credit team, focusing on fundamental investments in both public and private credit.
Chris started his career in investment banking at Morgan Stanley (Toronto, New York, London), with a focus on high yield and leveraged loan transactions. Transitioning to the buyside in 2004, Chris was responsible for investment decisions for a number of strategies including fundamental credit and equity investing, convertible arbitrage, and merger arbitrage.
He holds a Bachelor of Commerce degree from University of Toronto and is a CFA Charterholder.