2019 Speakers Included
Thierry is Head of Illiquid Credit at Willis Towers Watson.
In this role he is responsible for asset allocation and due diligence of investment opportunities for institutional investors globally.
Thierry is a member of the Investment Committee managing Willis Towers Watson's Alternative Credit Fund.
Thierry’s experience includes six years as part of the research team in London were he led the securitized credit research effort. In 2015 he relocated to New York to expand the research effort in the US.
Thierry has a Bachelor of Science from The Pennsylvania State University.
Chrystalle is the Co-Head of Private Credit and has a leadership role in the origination, underwriting and project management of the firm’s credit-related offerings. She works closely with clients on marketing strategy, collateral design and product positioning. She has over 18 years of financial services experience, 16 of which have been spent marketing investment products to institutional investors. Chrystalle is the author and co-author of several articles on raising institutional capital, which have been featured in Absolute Return, Bloomberg Markets and HFM Investor Relations. She is a frequent speaker on capital raising strategy and trends in institutional investing.
Prior to joining Eaton Partners, Chrystalle helped build the business development and investor relations group at QFS Asset Management, a $1.4 billion systematic global macro hedge fund. Previously, she worked for Goldman Sachs Asset Management in the Business Development Services and Fixed Income Product Management groups where she focused on marketing and client servicing. She began her career at Lazard Asset Management in accounting and later joined the institutional marketing group.
Chrystalle graduated cum laude from New York University Stern School of Business, where she received a BS in Economics and International Business and was a Stern Scholar. She is a Chartered Financial Analyst and holds Series 7, 63 and 31 licenses with FINRA.
Daniel G. Cohen is Chairman of the Board of Directors of Cohen & Company Inc. and of the board of managers of Cohen & Company’s majority owned subsidiary, Cohen & Company LLC. Mr. Cohen is Chief Investment Officer of Cohen & Company’s Asset Management Business, and is President, a director and the Chief Investment Officer of Cohen & Company’s indirect majority owned subsidiary, Cohen & Company Financial Limited. Mr. Cohen also currently serves as Executive Chairman of The Bancorp, Inc. and Chief Executive Officer of FinTech Acquisition Corp II. In these capacities, Mr. Cohen has overseen the financing, acquisition and placement of billions of dollars of ABS, commercial mortgage-backed securities, corporate and financial technology related assets. Mr. Cohen is a member of the Academy of the University of Pennsylvania, a member of the Visiting Committees for the Humanities of the University of Chicago, and a member of the board for the Paris Center of Columbia University. Mr. Cohen is also the Chairman of the Board of the Paideia Institute, which promotes classical studies, and a Trustee of the Arete Foundation. Mr. Cohen holds a B.A. in East Asian History from University of Chicago.
Doug Cruikshank is Head of Fund Financing and Hark Capital at Aberdeen Standard Investments. Mr. Cruikshank is also a member of the U.S. Regional Investment Committee. He has been with Hark Capital since co-founding it in 2012. Hark Capital provides non-dilutive loans to the portfolio companies of sponsors in situations that would typically require equity. The loans are based on the sponsor’s NAV, not the credit profile of the individual portfolio company.
Prior to joining Enhanced Capital, which incubated Hark Capital prior to selling it to Aberdeen Standard in May 2018, Mr. Cruikshank was a Managing Director at Barclays and Lehman Brothers covering financial sponsor clients. Prior to that, he worked at Credit Suisse and JP Morgan doing leveraged finance, bank lending and private placements. Before earning his MBA, Mr. Cruikshank was a middle market loan officer at Manufacturers Hanover Trust Co. after successfully completing its 9-month credit training program. Mr. Cruikshank received an A.B. from Princeton University and a M.B.A. from the Kellogg School of Management at Northwestern University
Tom Davidson is Editor for Acuris Studios, the sponsored events and publications division of Acuris. He focuses on event content and special features. Tom joined Creditflux in 2005 and moved to New York in 2012 to setup the Creditflux US office. After Creditflux was acquired by Acuris Global, he moved to the Studios team. He graduated from Cambridge University with an MSci in Natural Sciences.
Graeme joined Alcentra in September 2004 and is the Head of European Direct Lending and Mezzanine Investments. He is also a member of the European Investment Committee and sits on the Investment Committees for U.S. Mezzanine funds.
Prior to joining Alcentra, Graeme was an Investment Director at Intermediate Capital Group where he marketed ICG’s capabilities to private equity firms and originated and invested in numerous European mezzanine financings. Before joining ICG in 1998 he worked at the Royal Bank of Scotland for five years, with two years in the leveraged finance team in London.
Graeme is a graduate of Napier University and a qualified accountant. He also received an MBA from Heriot-Watt University Business School, Edinburgh.
Sean Egan is a founding partner and president of Egan-Jones Ratings Company (EJR), which was organized in 1992 for the purpose of providing timely, accurate credit ratings. Over the past decade, EJR provide risk managers with warnings on Ambac, Countrywide, Enron, Greece, Lehman, MBIA, New Century and many others well in advance of the majority of market participants. Fortune Magazine named Mr. Egan the number one person for warning about the 2007 credit crisis. Mr. Egan has appeared on most major media outlets and has testified numerous times in front of Congressional committees.
Prior to founding Egan-Jones, Mr. Egan worked as a commercial banker for JP Morgan, as an investment banker for Oppenheimer, and as a management consultant with KPMG Peat Marwick.
Mr. Egan graduated from the State University of New York at Buffalo and received an MBA from Harvard University.
Michael Ewald joined Bain Capital Credit in 1998. He is a Managing Director, Global Head of the Private Credit Group, Portfolio Manager for the Middle Market Credit and Senior Direct Lending strategies and a Credit Committee member. He also serves as President and CEO of Bain Capital Specialty Finance, Inc., a registered business development company. He is based in Bain Capital Credit's Boston office.
Previously, Mr. Ewald was an Associate Consultant at Bain & Company and an analyst at Credit Suisse First Boston in the Regulated Industries group.
Mr. Ewald received an M.B.A. from the Amos Tuck School of Business at Dartmouth College and a B.A. from Tufts University.
Mr. Flynn is Chief Executive Officer of THL Credit, Inc. and THL Credit’s Direct Lending platform. Mr. Flynn is also a member of the Board of Directors and serves on the Investment Committee of THL Credit’s Direct Lending Platform and is Chief Executive Officer of THL Credit’s Tradable Credit platform. Previously, Mr. Flynn served as Co-President and, prior to that, Managing Director, of THL Credit, Inc. and THL Credit’s Direct Lending platform. Since joining THL Credit, Mr. Flynn has been involved in origination and closing investments, portfolio management, capital raising and management of THL Credit’s direct lending private funds and accounts, and the establishment of the Chicago and New York offices of THL Credit’s Direct Lending platform.
Prior to joining THL Credit in 2007, Mr. Flynn was a Vice President at AIG in the Leveraged Capital Group. Mr. Flynn joined AIG in February 2005 after working for Black Diamond Capital Management, a hedge fund, as a Senior Financial Analyst. From 2000 to 2003, Mr. Flynn worked in a variety of roles at GE Capital, lastly as an Assistant Vice President within the Capital Markets Syndication Group. Prior to joining GE Capital, Mr. Flynn worked at BNP Paribas as a Financial Analyst and at Bank One as a Commercial Banker.
Mr. Flynn earned his M.B.A. with a concentration in Finance and Strategy from Northwestern University’s Kellogg Graduate School of Business and his B.A. in Finance from DePaul University.
Ashley Gregory is a corporate partner whose practice focuses on debt financings. She primarily represents public and private corporate borrowers and private equity clients in connection with complex financing transactions, both secured and unsecured, including leveraged acquisition financings, senior and subordinated lending transactions, second lien, mezzanine and asset based financings, debtor-in-possession facilities, workouts and restructurings and other banking and credit matters. Financings range in size from tens of millions to in excess of $7 billion. Ashley was recognized in Banking & Finance by Chambers USA, America’s Leading Lawyers for Business for 2014–2017 and Chambers Global, The World's Leading Lawyers for Business for 2017–2019. According to Chambers, clients said she “a true expert in corporate finance transactions” and also add that they find her to be “one of the nicest, more approachable and user-friendly” lawyers. She was also described by The Legal 500 as bringing “tremendous insightfulness” and “an ability to see the whole chessboard of what the client is trying to achieve” in 2014. Ashley received her J.D. from Columbia Law School and her B.A. from Princeton University.
James (Jim) is the manager of the U.S. Bank Loan Agency team. His primary responsibilities include growing and providing agent and sub-agent services for existing relationships and developing relationships with new clients in areas such as the default debt and loan market, private club deals, project finance originations and back office/white label services. Jim’s other responsibilities include sales, team management, coordination of document review for agency provisions in credit and loan servicing transactions, and the implementation of best practices in loan operations and loan trade settlements. He works with a mix of large and small client relationships, specifically hedge funds that focus on agent work.
Jim brings a wealth of knowledge and experience to the structured products and loan space and has 26 years of banking experience. He helped launch our loan agency services in 2012 as part of our Center of Loan Excellence. Prior to joining U.S. Bank, Jim was a relationship manager with Wilmington Trust and helped launch its loan agency business in the early 2000s. Jim earned a Bachelor of Science in business administration with a concentration in accounting from Duquesne University in Pittsburgh, Pennsylvania, and an MBA from Salisbury State University in Salisbury, Maryland.
Kenneth J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was President and a Director of Carlyle GMS Finance (Carlyle’s publicly traded business development company); founded and was President and CEO of Churchill Financial; and served as Head of Leveraged Finance for Royal Bank of Canada as well as Head of Indosuez Capital—a leading middle market merchant banking and asset management business. Mr. Kencel also helped to found high yield finance businesses at both Chase Securities (now JP Morgan) and SBC Warburg (now UBS).
Mr. Kencel serves on the Board of Trustees of Canisius High School and is the Chair of the Investment Committee. He also serves on the Archdiocese of New York Pension Investment Advisory Committee. Mr. Kencel is a guest lecturer at Boston University Questrom School of Business and a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University. He earned his B.S. in Business Administration, magna cum laude, from Georgetown University and his J.D. from Northwestern University School of Law.
Theodore L. Koenig is President, CEO and founder of Monroe Capital LLC, a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Mr. Koenig also serves as the Chairman, President and CEO of Monroe Capital Corporation (NASDAQ: MRCC), a publicly traded business development company (BDC). Since 2004, the firm has provided private credit solutions to borrowers in the U.S. and Canada. Monroe’s middle market lending platform provides senior and junior debt financing to businesses, special situation borrowers and private equity sponsors. Investment types include unitranche financings; cash flow, asset based and enterprise value based loans; and equity co-investments. He also serves as the Chairman, President and CEO of Monroe Capital Corporation, a publicly traded business development company. Prior to Monroe, Mr. Koenig was President and CEO of Hilco Capital LP, a junior secured/mezzanine debt fund established in 2000. Prior to that, Mr. Koenig spent 13 years at the Chicago-based law firm of Holleb & Coff as partner and co-chair of the firm’s Corporate Law, Mergers & Acquisitions and Business Finance groups. He is a graduate of the Kelley School of Business at Indiana University (B.S.) in accounting with high honors and Chicago-Kent College of Law (J.D.) with honors. He also successfully passed the Certified Public Accounting Exam. Mr. Koenig is a Director of the Commercial Finance Association, and a member of the Turnaround Management Association and the Association for Corporate Growth.
Mr. Koenig’s leadership in the M&A and private equity industries has led to wide recognition, including being named the "Middle Market Thought Leader of the Year" in 2012 by The Alliance of Mergers & Acquisitions Advisors (AM&AA) and Grant Thornton LLP, being honored with the "Stanley C. Golder Award" in 2013 by the Illinois Venture Capital Association, being inducted into the Academy of Alumni Fellows of the Kelley School of Business at Indiana University in 2014 and receiving the “Leadership Achievement Award” in 2016 by The Global M&A.
Kevin Marchetti is a Partner of Varagon and leads the firm’s Underwriting & Portfolio Management team. Kevin has extensive experience in risk management and middle market leveraged finance across a range of industries and strategies. Prior to joining Varagon, he was a Senior Vice President at GE Antares Capital. He has also held senior risk positions at CIT Group and TD Bank. He earned a B.A. degree from Springfield College and an M.B.A. from The University of North Carolina at Charlotte.
Kevin S. McLeod is Head of Fund Development of Cerberus Business Finance and Senior Managing Director of Cerberus Capital Management. Mr. McLeod joined Cerberus in 2006. Prior to joining Cerberus, Mr. McLeod managed the leveraged finance origination and execution activities at CIBC World Markets from 1998 to 2006, where he originated, structured and executed transactions involving high yield debt securities, leveraged loans, privately placed mezzanine securities and merchant banking investments. From 1996 to 1998, Mr. McLeod was a member of the Investment Banking division of PaineWebber Group Inc. From 1986 to 1994, he worked as a mechanical and aerospace engineer for various organizations including the Pratt & Whitney Division of United Technologies Corp.
Mr. McLeod is a graduate of Worcester Polytechnic Institute and received an MBA from the University of Chicago.
Tom Newberry is a Partner at CVC Credit Partners. Tom joined CVC in 2012 and is global head of Direct Lending and is based in New York.
Prior to joining CVC, Tom spent 11 years at Credit Suisse, where he was a managing director and head of global leveraged finance capital markets and syndicated loans.
Tom has served on the board of directors of the Loan Syndication & Trading Association for six years, acting as both chairman and vice chairman
Hema Oza is the Editor of Debtwire Middle Market, a product focused on stressed, distressed and restructuring credits within the mid-cap universe. Prior to joining Debtwire, Hema worked at TheStreet.com and SourceMedia. She attended New York University, where she graduated with a degree in journalism and minors in economics and creative writing.
Daniel Pietrzak (New York) joined KKR in 2016 and is a Member of KKR. Mr. Pietrzak is a portfolio manager for KKR's private credit funds and portfolios and a member of the Global Private Credit Investment Committee, Europe Direct Lending Investment Committee and KKR Credit Portfolio Management Committee. Mr. Pietrzak is Chief Investment Officer of the KKR / FS Investments joint venture and of the business development companies managed by the joint venture, including FS KKR Capital Corp., which trades on the NYSE.
Prior to joining KKR, Mr. Pietrzak was a managing director and the co-head of Deutsche Bank’s structured finance business across the Americas and Europe. Previously, Mr. Pietrzak held various roles in the credit businesses of Societe Generale and CIBC World Markets. Mr. Pietrzak started his career at Price Waterhouse in New York and is a CPA.
Mr. Pietrzak holds an M.B.A. in Finance from The Wharton School of the University of Pennsylvania and a B.S. in Accounting from Lehigh University.
Garrett Ryan, Partner, is Head of Capital Markets for the firm’s middle market direct lending loan business. With 19 years of experience in capital markets, Garrett has extensive knowledge of middle market LevFin, institutional/high yield as well as asset-based lending. He supports Twin Brook’s originators and underwriters in structuring, pricing and negotiating multi lender transactions in which Twin Brook plays a lead role and his team maintains close relationships with all middle market lenders (finance companies, BDCs, banks, etc.). He received his finance degree from University College Dublin and an MBA from the Kellogg School of Management.
Mr. Savi is a Managing Director and Global Head of Carlyle Infrastructure Debt. He is based in New York.
Mr. Savi is responsible for overseeing and originating private investment grade, below investment grade, and mezzanine debt investments in global infrastructure projects across the power, energy, transportation, water / waste, telecom, and social infrastructure sub-sectors. Prior to joining Carlyle, Mr. Savi was a Managing Director and Global Head of Infrastructure Debt at BlackRock. Before joining BlackRock in 2013, Mr. Savi worked at WestLB and Merrill Lynch, focusing on credit investments in the power & energy industries. Earlier in his career, Mr. Savi built and led MetLife’s Global Infrastructure Debt business.
Mr. Savi received his MBA from NYU Stern School of Business and a B.S. in chemical engineering from The Cooper Union.
Richard Shinder is a Managing Director and Group Head of Restructuring and Special Situations at Piper Jaffray & Co., based in New York. He has over 25 years of experience in the financial services industry and joined Piper Jaffray in 2016 from TPG Specialty Lending, where he helped lead the firm’s rescue financing and special situations investing efforts. He was previously a Partner in Perella Weinberg’s restructuring advisory group, and has also held Managing Director, group head or other senior restructuring advisory and special situations investing roles at Goldman Sachs, Avenue Capital, Merrill Lynch, the Blackstone Group, and Lehman Brothers. Mr. Shinder graduated summa cum laude from Gonzaga University and earned an M.B.A. with distinction from the Wharton School of the University of Pennsylvania.
Eagle Point is a specialist asset manager focused on investments in CLO securities. Eagle Point has $2.8 billion of AUM managed on behalf of institutional, high net worth and retail investors and is the adviser to Eagle Point Credit Company Inc. (NYSE Ticker: ECC), a closed-end vehicle with a total equity market capitalization of over $500 million as of April 30, 2019.
Mr. Spinner has financed and advised asset managers and funds throughout his 23 year career. Mr. Spinner is primarily responsible for CLO collateral manager evaluation, due diligence and monitoring as well as capital markets activities for the firm’s funds. Mr. Spinner serves as a member of the board of managers and investment committee of Marble Point.
Prior to joining Eagle Point, Mr. Spinner was an Investment Analyst at the 1199SEIU Benefit and Pension Funds, where he oversaw the private equity, special opportunities credit and real estate allocations. Prior to this, Mr. Spinner was a Managing Director at Bear, Stearns & Co. Inc. focused on alternative asset managers. Prior to Bear Stearns, Mr. Spinner was the Co-Founder and President of Structured Capital Partners, Inc., a financial holding company formed to invest in CLO collateral managers. Mr. Spinner was credit trained at Chase Manhattan Bank where he began his career as an investment banker and spent seven years in the Financial Institutions Group, with coverage responsibility for asset managers.
Mr. Spinner earned a B.A., summa cum laude, from Gettysburg College and an M.B.A. from Columbia University.
David is responsible for coordinating GSCS Syndication globally. In addition, he is Head of Capital Markets for U.S. GSCS, which includes a focus on origination efforts in coordination with the respective GSCS banking teams and maximizing client relationships within GSCS. David has over 14 years of experience, almost entirely at Natixis, in structured credit primarily focused on origination and syndication of structured finance products.
He holds a BSM in Finance from the A.B. Freeman School of Business at Tulane University.