WOMEN MIAMI 2019

WOMEN IN

MIAMIPRIVATE DEBT

30TH OCTOBER 2019

USA: +1 312 544 0023
UK: +44 203 663 4995
[email protected]

CO-SPONSORS
EVENT PARTNERS

www.lpgpconnect.com

LPGP Connect specialise in hosting interactive and
engaging investor forums in the global private
credit community. We work with firms of all sizes
and specialisations to uncover the latest trends in
the industry. Our goal is to bring together investors
and managers to provide unrivalled networking
experiences. We host sector specific and
generalist events which aim to inform our clients
with the latest news and trends through peer-led
networking conferences.

2500+

ATTENDEES WITHIN
PRIVATE CREDITS

400+

SPEAKERS

15+

EVENTS

1

ORGANIZER

USA: +1 312 544 0023
UK: +44 203 663 4995
[email protected]

www.lpgpconnect.com

Welcome to the 2nd Annual LPGP Connect Women in Private Debt Miami conference.

Recent developments in the finance industry and elsewhere have propelled organizations to re-consider
their position on gender quotas and diversity. As such, LPGP Connect is stepping up its efforts in promoting
diversity and equality by hosting the Number 1 Women in Private Debt forum.

LPGP Connect has produced this event to bring together senior women and men in the private debt asset
class to offer their expertise on various topics, including investors’ profile, fundraising outlook, emerging
markets, special sits/distressed debt, tax incentives for US investments, and diversity in the asset class.

We hope this event will highlight the importance of diversity and inclusion, and to give everyone
the opportunity to offer their perspectives. So please make use of the networking lunch and breaks
throughout the day, followed by a drinks’ reception at the end. The LPGP Connect team is on site should
you require any assistance.

We would like to give a very special thank you to the sponsors and event partners who helped make this
conference possible, the advisory committee who helped with the content of this agenda and to our
delegates and speakers for interesting and insightful discussions. We look forward to bringing you a
successful event.

The LPGP Connect
Team

WOMEN IN MARGOT ALYSE GREENMAN
PRIVATE DEBT Co-Founder & CEO
Captalys
MIAMI
TINGTING PENG
SPEAKERS Head of Investor Relations
ESO Capital
OLGA KOSTERS
Director PD ANNE VAZQUEZ
Stepstone Global Partner
NewSpring Mezzanine
KRISTINA MATTHEWS
Managing Director ALLIE BRADFORD
Brightwood Principal, Credit Investments
CPPIB
ERICA FRONTIERO
Managing Director, Head of LAUREN SOKOLOWSKI STELZER
Capital Markets Co-Head of Client Development
The Carlyle Group KLS Diversified Asset Management

KATHRYN POTHIER JESSICA M. BALL
Head of Investor Relations Associate
Trive Capital Proskauer

SELMA CILKA
Managing Director & Portfolio
Manager
DFG Investment Advisers

HEATHER LA FRENIERE
Founder & Managing Partner
LAGO Innovation Fund

www.lpgpconnect.com

SPEAKERS JERI J. HARMAN
Founder & Chairman
THERESA SHUTT Avante Capital Partners
Chief Investment Officer
Fiera Private Debt FERNANDA CONTRERAS
Accounts Manager
MARTHA GURWIT Preqin
Managing Director
Antares SIBYL KAVAK
Vice President
SIBYL KAVAK St Cloud Capital
Vice President
St Cloud Capital JUDY DONAHUE
Executive Director
NATALIE GARCIA Cohen and Company
Managing Director
Deerpath Capital Management

SPEAKER OPPORTUNITIES

LPGP Connect speakers are populated almost entirely by individuals and organisations recommended to us or in recognition of
their work within their respected field of investment. Speaking opportunities at our conferences provide the platform to showcase
your expertise to a senior level peer group, build your professional reputation and gain new business connections. Our
conferences are for a carefully targeted senior level audience, if you are interested in speaking at any of our events please
contact:

Kamran Tamimi
[email protected]

www.lpgpconnect.com

WOMEN IN
PRIVATE DEBT

MIAMI

PROGRAM

LPGP CONNECT WOMEN IN PRIVATE DEBT MIAMI
30TH OCTOBER 2019

9:15am – 10:00am Registration
10:00am – 10:10am
10:10am – 10:55am Opening Keynote

10:55am – 11:40am Fund Managers Insight on the State of Private Debt

11:40am – 12:10pm Is there value to be found in new spaces within private debt?
12:10pm – 12:55pm What is your assessment of private debt as an asset class in 2019?
Are there signs of improvement in terms of diversity and inclusiveness?
12:55pm – 2:10pm
Theresa Shutt – Chief Investment Officer – Fiera Capital (Moderator)
Kathryn Pothier – Head of Investor Relations – Trive Capital
Martha Gurwit – Managing Director – Antares Capital
Heather La Freniere – Founder – LAGO Innovation Fund

Emerging Markets, New Opportunities?

Where do you stand on emerging market debt?
What are the risks associated with this segment of the market?
Are your clients eager to explore this market segment, or is there apprehension about
venturing into this territory?

Fernanda Contreras – Accounts Manager – Preqin (Moderator)
Margot Alyse Greenman - Director of Investment Management – Captalys

Networking Break

Strategies, Products, Risks and Returns

How can investors become better educated about the asset class?
Do higher returns outweigh the increased risk of non-sponsored lending?
Which strategies and products offer the most attractive returns and why?
How does private debt compare to other asset classes?

Jessica Nels – Principal, Capital Markets – Churchill Asset Management (Moderator)
Jeri Harman – Chairman & Founder – Avante Capital Partners
Sibyl Kavak – Vice President – St Cloud Capital

Networking Lunch

www.lpgpconnect.com

PROGRAM

2:10pm – 2:55pm Private Debt and the Spectrum of Opportunities
2:55pm – 3:40pm
4:00pm – 05:30pm How do you define private debt and what are its defining characteristics?
Should investors opt for senior debt or diversify with opportunistic strategies?
Mezzanine, unitranche, CLOs, emerging debt, etc., are managers able to adequately explain
what is involved in these products?
How does private credit perform in comparison to other alternative assets?

Tammy Funasaki - Head of Investor Relations - Breakwater Management (Moderator)
Judy Donahue – Executive Director – Cohen and Company
Kristina Matthews – Managing Director – Brightwood
Selma Cilka – Managing Director & Portfolio Manager – DFGIA
Lauren Sokolowski Stelzer – Co-Head Client Development – KLS Diversified Asset
Management

Diversity in Private Debt: An Assessmen

Are private debt funds implementing policies to grow diverse management team?
Progressing your career, what practical steps should be taken?
What initiatives can women take to promote inclusiveness and diversity in the workplace?
How can investors help promote the idea in the asset class?

Erica Frontiero – Managing Director & Head of Capital Markets – The Carlyle Group
Allie Bradford – Principal, Credit Investments – CPPIB
Anne Vazquez – Partner – NewSpring
Natalie Garcia – Managing Director – Deerpath Capital Management

Drinks Reception

www.lpgpconnect.com

WOMEN IN
PRIVATE DEBT

MIAMI

SPONSORS

CO-SPONSORS

Proskauer is a leading international law firm focused on creating value. Our
roots go back to 1875, when we were founded in New York City. With 700+
lawyers active in virtually every major market worldwide, we are recognized not
only for our legal excellence, but also our dedication to client service. Our
clients include many of the world’s top companies, financial institutions,
investment funds, not-for-profit institutions, governmental entities and other
organizations across industries and borders. We also represent individuals in
transactions and other matters.

Trive Capital is a Dallas, Texas based private equity firm managing over $2
billion in capital. Trive focuses on investing equity and debt in what it sees as
strategically viable middle-market companies with the potential for
transformational upside through operational improvement. We seek to
maximize returns through a hands-on partnership that calls for identifying and
implementing value creation ideas.
The Trive team is comprised of seasoned investment professionals who have
been involved in over 70 middle-market transactions representing in excess of
$6 billion in revenue across Trive’s targeted industry sectors and situations.

Cohen & Company (“Cohen”) was founded in 1999 as a private investment firm
focused on small-cap financial institutions and has grown into a financial
services company with an asset management division and a broker-dealer.
Cohen manages approximately $2.8 billion in fixed income assets through a
variety of investment vehicles. Cohen’s primary focus is originating (through its
affiliated broker-dealer, J.V.B. Financial Group, LLC) and managing hard to
source debt instruments issued by small and medium sized insurance and
reinsurance companies located primarily in the U.S., Bermuda and Europe.
Since 2003, Cohen has successfully lent over $4 billion to more than 200
insurance companies.

www.lpgpconnect.com

SPONSORS

Founded in 1999, NewSpring partners with the innovators, makers, and
operators of high-performing companies in dynamic industries to catalyze new
growth and seize compelling opportunities. The Firm manages approximately
$1.8 billion across four distinct strategies covering the spectrum from growth
equity and control buyouts to mezzanine debt. Having invested in over 135
companies, NewSpring brings a wealth of knowledge, experience, and
resources to take growing companies to the next level and beyond. Partnering
with management teams to help develop their businesses into market leaders,
NewSpring identifies opportunities and builds relationships using its network of
industry leaders and influencers across a wide array of operational areas and
industries.

Captalys offers both award-winning funds as well specialized products and
services that help investors optimize the performance of their credit
investments. We are a market leading private debt fund manager focused on
originating, selecting and managing private debt assets. Our funds have
provided consistent, low-volatility returns for almost a decade.

We also provide investors with operational controls, business intelligence, and
the ideal capital structure for any private debt portfolio via our suite of digital
technologies that support access to credit by helping to connect investors with
portfolios of private credit assets, securely, transparently and efficiently.

EVENT PARTNERS

KLS Diversified Asset Management LP, founded in 2007 by Jeff Kronthal,
Harry Lengsfield, and John Steinhardt, is an alternative fixed income
investment management firm based in New York City. With client AUM of
$3.9bn, the KLS team of 29 investment professionals focuses on three key
investment areas: structured credit, corporate credit and rates/currencies.
Since inception, KLS has focused on finding the best investment opportunities
across credit markets. The firm manages both liquid and illiquid funds with
mandates ranging from total return to high income.

www.lpgpconnect.com

WOMEN IN
PRIVATE DEBT

MIAMI

SPONSORS

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.

DFG Investment Advisers is a specialized asset management firm dedicated to
the CLO and leveraged loan markets. DFG manages approximately $6.1 billion
across various structures including commingled funds, separate accounts and
CLO vehicles. Our strategies span a range of risk/return objectives but share
the common goal of creating differentiated returns for our clients with a
constant emphasis on risk management.

www.lpgpconnect.com

4TH ANNUAL

LPGP CONNECT
PRIVATE DEBT 

EUROPE - BERLIN

6TH NOVEMBER 2019

Thriving in a competitive industry relies on understanding
the latest trends and developments. At LPGP Connect
events you can learn from senior members in the private
debt community with unparalleled opportunities to connect
with investors and fund managers.
LPGP Connect Private Debt Europe join 200+ attendees
with a meticulously researched agenda to help you scale
the private debt market, maximize your return on
investments and grow your network with new connections.

For more information please contact:
Kamran Tamimi, Production Manager
Tel: +44 203 663 4995
Email: [email protected]

www.lpgpconnect.com

A One-Stop
Shop for
Private Credit

Proskauer Rose LLP | Attorney Advertising Proskauer is a go-to firm for asset
managers and providers of private
credit, including private funds,
credit funds, business development
companies, hedge funds and specialty
finance companies. We are one of very
few firms with strong, deep practices
on both transactional and debt fund
structuring sides, and our lawyers have
unparalleled knowledge of the terms
and conditions prevalent in the market.

Proskauer.com

New Ideas. New Growth.

NewSpring partners with the innovators,
makers and operators of high-performing
companies in dynamic industries to catalyze
new growth and seize compelling opportunities.
We manage over $2.0 billion across four
distinct strategies covering the spectrum from
growth equity and control buyouts to mezzanine
debt.

When we invest, we bring a wealth of
knowledge, experience and resources to take
growing companies to the next level and
beyond.

Visit us at newspringcapital.com

Strong roots in insurance and credit
markets within the US, Bermuda and
Europe, combined with our expertise in
structured finance, allow us to deliver
the most value to our clients.

Learn more at cohenandcompany.com

@assetcohen
@cohen-and-company-asset-management
Cohen & Company, LLC, operates its asset management business through investment advisor
subsidaries that are registered with the U.S. Securities and Exchange Commission.



12+ 32 $6.1

years of team billion
success members under
management

DFG Investment Advisers is a specialized asset
management rm dedicated to the CLO and
leveraged loan markets. As of September 2019,
the rm manages about $6.1 billion in assets for

a global and diverse investor base.

For further information, [email protected]
please contact (212) 488-1544

www.dfgia.com





UPCOMING LPGP CONNECT EVENTS

2019 EVENTS

CFO/COO PRIVATE DEBT PRIVATE DEBT WOMEN IN PRIVATE DEBT

CHICAGO MIAMI MIAMI

23RD OCTOBER 2019 29TH OCTOBER 2019 30TH OCTOBER 2019

4TH ANNUAL 3RD ANNUAL 6TH ANNUAL
PRIVATE DEBT WOMEN IN PRIVATE DEBT PRIVATE DEBT

BERLIN LONDON NEW YORK

6TH NOVEMBER 2019 12TH MARCH 2020 28TH APRIL 2020

2020 EVENTS

6TH ANNUAL
PRIVATE DEBT

LONDON

11TH MARCH 2020

3RD ANNUAL 5TH ANNUAL 2ND ANNUAL
WOMEN IN PRIVATE DEBT PRIVATE DEBT CFO/COO PRIVATE DEBT

NEW YORK CHICAGO LONDON

29TH APRIL 2020 10TH JUNE 2020 30TH JUNE 2020

CFO/COO PRIVATE EQUITY 2ND ANNUAL CFO/COO PRIVATE EQUITY
CFO/COO PRIVATE DEBT
LONDON CHICAGO
CHICAGO
1ST JULY 2020 OCTOBER 2020
OCTOBER 2020

2ND ANNUAL 2ND ANNUAL 5TH ANNUAL
PRIVATE DEBT WOMEN IN PRIVATE DEBT PRIVATE DEBT

MIAMI MIAMI BERLIN

NOVEMBER 2020 NOVEMBER 2020 4TH NOVEMBER 2020

USA: +1 312 544 0023
UK: +44 203 663 4995
[email protected]

www.lpgpconnect.com

USA: +1 312 544 0023
UK: +44 203 663 4995
[email protected]