Confirmed Speakers Include:
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Erik Bissonnette is a Managing Director at Blue Owl Capital and serves as the Co-Head of Technology Investing. Blue Owl’s Technology Investing Platform manages $16B in assets, focused on making debt and equity investments in established enterprise software and technology companies.
Prior to joining Blue Owl, Mr. Bissonnette was a Managing Director and Head of Technology Leveraged Finance at Capital Source from 2009 to 2017. Preceding Capital Source, Mr. Bissonnette was an investor at ABS Capital Partners, and worked in investment banking at Wachovia Securities and Banc of America Securities.
Mr. Bissonnette received a B.A. in Economics with a double major in English from Wake Forest University
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.
Brian Ford is a debt finance partner in Kirkland & Ellis’ Los Angeles and Bay Area offices. He focuses on complex financing transactions for private equity firms, commercial lending institutions, portfolio companies, hedge funds, asset managers, alternative capital sources and other private and public companies. Such transactions have included the negotiation, structuring and documentation of secured and unsecured financings, including senior, mezzanine and subordinated debt transactions, acquisition financings, recurring-revenue based loans, dividend recapitalizations, debtor-in-possession financings, exit financings and workouts. Brian has also advised on some of the most cutting-edge out-of-court liability management transactions.
Ian Gilbertson is a Portfolio Manager and CLO Trader for Invesco’s Global Senior Loan group. He is Co-Lead Portfolio Manager for Invesco’s US CLO franchise. In this role, he is responsible for structuring and management of CLO (collateralized loan obligation) funds, as well as trading and investing in CLO securities of third party managers. Mr. Gilbertson joined Invesco in 2008 as a credit analyst for the Senior Secured Management group and was promoted to junior portfolio manager in 2016. In 2019, he took on portfolio management responsibilities for CLOs, as well as management of Invesco’s CLO note strategies. Prior to joining the firm, Mr. Gilbertson worked in market data at Fidelity Investments. Mr. Gilbertson earned a BBA degree in finance and accounting from the Stephen M. Ross School of Business at the University of Michigan.
Mr. Glyck is the Head of CLO Structuring at Octagon and is responsible for overseeing the execution of new-issue CLOs, as well as resets and refinancings of existing Octagon CLOs. Prior to joining Octagon in 2021, Mr. Glyck was Global Head of CLO Structuring at Barclays, where he managed the new-issue CLO businesses in both US and Europe (Top 3 volume in both regions). Prior to Barclays, Mr. Glyck worked as Senior Deal Captain on the New-Issue CLO desk at Goldman Sachs. Mr. Glyck received a Bachelors in Business Administration from the Ross School of Business at the University of Michigan.
Ted joined BCP Credit in New York in 2017 to lead BCP Credit. Previously, Ted was President at Apollo Investment Corporation and the Chief Investment Officer of Apollo Investment Management where he was the head of its US Opportunistic Platform and also oversaw the Private Origination business, serving as a member of the Senior Management Committee. Prior to Apollo, he worked at Goldman Sachs for 13 years where he most recently ran the bank loan distressed investing desk. He was previously the head of Principal Capital Investing for the Special Situations Group.
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.
|David M. Hillman is co-head of the Private Credit Restructuring Group and a member of the Business Solutions, Governance, Restructuring & Bankruptcy Group.|
David has over 25 years of experience with an emphasis on representing private credit lenders, private funds, sovereign wealth funds and other alternative lenders and distressed investors in special situations and restructurings both in and out of court, whether the lender is secured or unsecured, unitranche or structured preferred. He has substantial experience in every phase of restructuring and distressed investing, including credit bid sales under section 363, debt-for-equity swaps, chapter 11 plans, out-of-court restructurings and foreclosures, as well as navigating inter-creditor issues involving the relative rights of majority and minority lenders. David also litigates the issues facing private credit lenders, including issues involving plan confirmation, solvency, valuation, inter-creditor disputes, financing and cash collateral disputes, fraudulent transfers, equitable subordination, recharacterization, breach of fiduciary duty and similar disputes.
David was listed as a “leading individual” in bankruptcy/restructuring by Chambers USA, which noted that interviewees praised him as “wonderful to deal with,” “very effective” and an “excellent litigator and strategist” who “thinks outside the box.” Chambers also noted that David is “an excellent counselor for distressed situations with significant litigation elements” and “a terrific, conscientious and focused lawyer.” Additionally, he has been recognized as a leader in his field by New York Super Lawyers as well. A member of the American Bankruptcy Institute, David speaks frequently on bankruptcy-related topics including recent decisions affecting secured creditor rights and preparing creditors for bankruptcy risks.
Jerry van Koolbergen is the Managing Director responsible for U.S. Structured Credit at DBRS Morningstar. In this role, he oversees ratings for CLOs, middle market CLOs, loan warehouse facilities, CFOs, CLNs, subscription loans, alternative corporate securitizations, methodology development and surveillance. He also oversees U.S. and European credit estimates. Mr. van Koolbergen joined DBRS in 2008. Prior to DBRS, Mr. van Koolbergen was Executive Director for Morgan Stanley in 2006 and Executive Director for JPMorgan from 1998-2006 responsible for CLO structuring and origination. Mr. van Koolbergen holds an MBA in Finance from New York University, a Bachelor of Music in Piano Performance and a Bachelor of Science in Electrical Engineering from Northwestern University.
Todd is a leveraged finance and private debt partner in Allen & Overy’s New York office. He advises a wide variety of financial institutions and investment funds across a broad range of domestic and international finance transactions. He regularly counsels commercial and investment banks, alternative asset managers and private credit funds, as well as borrowers and other market participants, on secured and unsecured loans, leveraged and acquisition financings, asset-based loan facilities, debtor-in-possession financings, bridge loans, restructurings and recapitalizations, and general corporate finance and banking matters. His practice spans the syndicated loan and “direct lending” markets and ranges from middle-market to large cap transactions across multiple asset classes, including U.S. domestic and Latin American digital infrastructure.
Todd leads A&O’s annual Leveraged Finance Training Camp and has published articles in a number of media outlets, including The Banking Law Journal, The Banker and the International Comparative Legal Guide to Lending & Secured Finance. He is a frequent contributor to industry conferences and podcasts, such as Debtwire’s U.S. Private Credit Forum and the ABF Journal and 9fin podcasts, among others.
Todd received his BBA from The University of Georgia and his JD and MBA from Vanderbilt University.
Partner, Opportunistic Credit Strategy
Avinash Kripalani is a Partner of Bardin Hill focusing on the firm’s Opportunistic Credit strategy. Prior to joining the firm, Mr. Kripalani was a Consultant within IBM Global Business Services focusing on clients in the financial services industry. Mr. Kripalani earned M.S., B.S., and B.A. degrees from the University of Virginia.
Lisa is responsible for Investment Fund Debt ratings within the US Structured Credit team. She has lead analyst responsibilities for a diverse portfolio of fund debt ratings. She is the primary author of the Global Methodology for Rating Debt Issued by Investment Funds and the Global Methodology for Rating Investment Management Companies. A senior member of DBRS Morningstar’s rating committee, Lisa participates as a voting member in reviewing, assigning and changing ratings and rating trends across various asset classes.
Prior to joining the US Structured Credit team in March 2022, Lisa spent 14 years on the Global Financial Institutions team covering a broad array of financial institutions globally. Lisa also leads the Diversity, Equity & Inclusion (DEI) advisory group for DBRS Morningstar, which is responsible for setting and implementing internal DEI-related objectives.
Prior to joining DBRS Morningstar in 2008, Lisa worked in the Corporate Treasury Group at Bear Stearns. There she contributed to building and enhancing liquidity and funding models and managed the team that maintained and monitored these models. Lisa was also responsible for managing rating agency and fixed income investor relationships.
Lisa is a graduate of Syracuse University.
Ms. Messina leads Oaktree’s CLO capital markets efforts and is a managing director for the U.S. Senior Loans strategy. Prior to joining the firm in 2022, Ms. Messina was a director and senior portfolio strategist at Symphony Asset Management where she led the development and distribution of the structured credit platform both internally and externally. Prior thereto, Ms. Messina was a managing director and the Co-Head of Global Structured Credit Products at Bank of America Merrill Lynch and before that was a director at Citi for their global CLO business. In these roles, Ms. Messina oversaw primary issuance, secondary trading, and credit financing businesses in New York and London and was responsible for pitching, pricing and managing client relationships. Additional investment experience includes roles at Citi as a director in Credit Derivatives trading, Salomon Smith Barney in their Retail Credit Markets group and in retail sales within the Taxable Fixed Income department at Painewebber, Inc. Ms. Messina received a B.A. degree from Fordham University.
Derek Miller is a managing director at Fitch Ratings. He currently heads the U.S. Structured Credit group responsible for collateralized loan obligations (CLOs) and other structured credit ratings. The Structured Credit group assigns new issue CLO ratings, maintains the accuracy of existing ratings, performs CLO asset manager assessments, and publishes research on transaction characteristics and performance.
Prior to this position Derek had oversight of new issue ratings for U.S. CLOs and assessments of U.S. CLO asset managers. Previously, he also held various positions within the Structured Credit group of Fitch Ratings, with a focus on new issue and surveillance ratings for CLOs, credit-linked notes, and other cash funded CDOs. Derek joined Fitch Ratings in 2001. He received a B.S. in finance from Indiana University.
Erwin Mock is a Managing Director and Head of Capital Markets at Thoma Bravo. Based in San Francisco, he joined the firm in 2015 and oversees Thoma Bravo’s capital markets activities related to new investments and existing portfolio companies. Additionally, Erwin is responsible for managing and helping grow the firm’s relationships with investment banks, direct lenders and debt / equity investors. Prior to Thoma Bravo, he served as a Managing Director at UBS Investment Bank in the leveraged finance group. Prior to that role, he had several leveraged finance and restructuring advisory roles at RBC, UBS and Credit Suisse / DLJ. Erwin graduated from Stanford University with a BA degree in Economics
Charlotte E. Muellers is Managing Director, Co-Head of North America, Credit Investments, at the Public Sector Pension Investment Board (PSP Investments Holding USA LLC). She has more than 25 years of experience in private debt.
Charlotte joined PSP Investments USA in 2016 and her primary responsibilities include management of the NY Credit team, overseeing origination, portfolio management and capital markets functions.
Prior to joining PSP Investments USA, Charlotte held a number of senior positions, including Vice President, TPG Specialty Lending and Vice President, Barclays Private Credit Partners.
Charlotte holds a Bachelor of Science in Business Administration from American University and an MBA from Columbia University.
Since the inception of its Credit Investments group in November 2015, PSP Investments has led, structured or anchored debt transactions for leading sponsors, including Thoma Bravo, Veritas Capital, GTCR, KKR, Advent, Blackstone, TPG, TA Associates and Apollo.
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.
Jay Ramakrishnan joined AB in 2014 and is a founding member, Head of Originations, and a member of the investment committee of AB Private Credit Investors. In addition, she is responsible for business initiatives such as technology-focused growth capital solutions, oversees investments in the healthcare/HCIT sectors, and covers select East Coast financial sponsors with an emphasis on technology, healthcare and business services. Previously, Ramakrishnan was a managing director with Barclays Private Credit Partners, and as a founding member of the business was involved in various aspects of business launch, transaction sourcing and execution. Prior to joining Barclays, she was a vice president at Goldman Sachs, in the Specialty Lending Group in New York, and in London, where she oversaw a European leveraged-loan portfolio and managed restructurings. Before that, Ramakrishnan was in investment banking at Goldman Sachs and Bear Stearns, and she started her career as an associate consultant for Bain & Company. She holds a BA (Hons) in economics from the University of Cambridge, England, and an MBA from the Wharton School at the University of Pennsylvania. Location: New York
Bill leads the investment, portfolio construction, and fundraising efforts of the Private Credit Team, and manages key relationships with general partners in North America and Europe.
Prior to joining Adams Street, Bill was head of the US Private Debt Group (at the time the Mezzanine Debt Group) at Oaktree Capital Management. In this role he developed the strategy, managed the team, and approved the investments. In conjunction with Oaktree’s in-house marketing team, Bill led the fundraising effort for each of the three funds for which he was responsible.
Prior to Oaktree, Bill worked at J.P. Morgan, where he was the Co-Head of both the Leveraged Finance Origination Team and the High Yield Capital Markets Group. Bill previously worked at NationsBank as head of the high yield business where he was responsible for the High Yield Origination Team, the High Yield Capital Markets Group, Private Placements, and Nations Bridge (the banks bridge loan unit). Bill commenced his career at Bear Stearns.
Bill is Chair of the Adams Street Partners Private Credit Investment Committee and member of the Executive Committee.
New York University, BS, cum laude
New York University, MBA
Years of investment/operational experience: 35 years
Mr. Salvato is a Partner in the Ares Secondaries Group, where he focuses on private equity secondaries. He also serves as a member of the Ares Secondaries Group's Private Equity and Credit Investment Committees. Prior to joining Ares in 2022, Mr. Salvato was a Co-Founder and Managing Partner of Spring Bridge Partners, a firm dedicated and focused exclusively on GP-led secondary transactions. Previously, he was a Partner at Coller Capital Inc., where he focused on origination, underwriting and execution of global secondary transaction and was a member of the Investment Committee. In addition, Mr. Salvato was an Analyst in the Investment Banking Division at Credit Suisse First Boston in London. Mr. Salvato holds a B.Sc. from the University of Bristol in Chemistry.
Randy is co-head of senior lending and oversees senior lending origination and capital markets for Churchill Asset Management, an investment specialist of Nuveen.
Randy has broad experience in middle market finance and is widely credited with developing loan syndications for middle market companies. Prior to joining the firm, Randy served as a senior managing director and head of capital markets and indirect origination at Churchill Financial. In those positions, he took responsibility for all loan capital markets activities and for managing the firm’s indirect origination platform. Before that, he worked as managing director and head of leveraged finance syndication for BNP Paribas. He spent 15 years at JP Morgan Chase in corporate banking and loan syndications, where he originated, structured and syndicated leveraged loans.
Randy graduated with a B.A., cum laude, from Trinity College and an M.A. from the University of Chicago.
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.
John M. Timperio, a partner in Dechert's global finance practice and a member of the firm’s Policy Committee, has more than 25 years of experience working with some of the world's largest asset managers and investment banks on various types of structured finance solutions, including CLOs and structured loan facilities. Mr. Timperio leads Dechert’s Structured Credit and CLO team, which has not only been ranked one of the most active in the CLO market since it restarted but also one of the most distinguished in terms of industry awards for best CLO law firm. He is also actively involved in creating various permanent capital solutions for various of the firm's 50 plus asset manager clients who currently manage CLOs, including US and EU risk retention compliant structures.
Mr. Timperio is recognized by Law360 as a 2020 MVP of the Year for Structured Finance. Mr. Timperio is ranked as a leading lawyer for securitization and CLOs by Chambers USA, recognizing his expertise on middle market CLO transactions. Mr. Timperio is cited in Chambers USA as "the quintessential managers' lawyer in CLOs, he is at the forefront of development and is a pleasure to work with." Mr. Timperio is also a recommended lawyer for Structured Finance by The Legal 500 (U.S.), where he was described as "very prolific" and "well known" for his work in the middle market CLO sector. Since 2012, he has been ranked in The Best Lawyers in America as a leading lawyer in banking and finance law. Mr. Timperio is a frequent author and speaker on the topic of CLOs and risk retention.
Adam Tope advises secondaries firms, investment fund sponsors, and investors on fund formation and GP-led transactions. Having completed more than 100 secondaries transactions in his career, Adam has developed class-leading processes for managing tender offers and pooled sale/purchase transactions for clients.
Adam's represents lead investors in connection with GP-led and other complex secondary transactions. He brings a global perspective to his practice, having represented managers and investors in dozens of jurisdictions.
Adam's sponsor-side clients include prominent private equity and hedge fund managers, real estate managers, and venture capital sponsors. He advises in multiple areas, including the drafting of offering memoranda, negotiations with investors and Investment Advisers Act and Investment Company Act compliance. Adam also draws on his computer programming experience to advise fund managers forming cryptofunds.
Adam has worked with spin outs from Apollo, Carlyle, Riverstone, Summit Partners, and others. He has a deep understanding of how principal compensation is structured and can guide principals in negotiating vesting arrangements, key person/for cause removal rights, and rights to carried interest/promote.
Adam’s investor-side clients include family offices, funds of funds, endowments, sovereign wealth funds and royal families. He has represented these investors in hundreds of transactions in nearly every jurisdiction.
Adam is a former entrepreneur and served as the president and CEO of one of the 500 largest online companies – giving him an entrepreneurial perspective useful to first time funds, startups and venture-backed organizations.
David Trucano, Managing Director, leads BlackRock’s Opportunistic Credit platform within BlackRock Alternative Investors, managing both BlackRock Credit Alpha ("BCA") and its sister strategy Global Credit Opportunities (“GCO”). In addition, Mr. Trucano oversees certain special situations, distressed, and private credit investments across BlackRock's broader alternatives and fixed income businesses. He is chairman of the GCO Investment Committee.
Prior to joining BlackRock in 2012, Mr. Trucano was a Managing Director at Centerbridge Partners, a private investment firm managing private equity, distressed, and special situations investments. During his tenure at Centerbridge, Mr. Trucano served as a Director of Dana Holdings Corp. (NYSE: DAN). From 2004 to 2007, he was with Goldman, Sachs & Co. in the Special Situations Group within Fixed Income, Currency and Commodities in both New York and London. Previously Mr. Trucano was with Houlihan Lokey Howard & Zukin in its Financial Restructuring Group, which he joined out of business school. Prior to attending business school, Mr. Trucano spent four years in investment banking and principal investing.
Mr. Trucano earned a joint BA degree in Economics and History from Emory University and an MBA degree from the University of Chicago.
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.