FLAIA Presents NYC Direct Lending Forum

Hosted by FLAIA

FLAIA NYC Direct Lending Forum

Hosted by Reed Smith

Monday, July 16 2018 11AM-5:30PM

Reed Smith NYC Offices 

599 Lexington Avenue, 22nd Floor

New York, NY 10022

To RSVP, click here! 

Attention all in-house investment and marketing professionals! Join FLAIA at the Reed Smith NYC offices to hear best practices and industry developments from a wide spectrum of direct lending investor industry peers. The half day program will focus on private debt funds managing private credit and senior lending strategies. Participants will delve into the complexities of managing the investment, operations and marketing of firms involved in direct lending strategies and more.

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The forum will explore the following topics:

  • Building the right financial model
  • Matching liquidity and managing risk
  • Right tools for internal daily reporting
  • Investor reporting and communication: meeting and exceeding investor expectations
  • Matching liquidity with lockup and having a plan if things go wrong
  • Valuation challenges unique to private debt funds
  • Paying placement agents and SEC rules
  • Direct lending into emerging markets
  • Leveraging technology to scale the organization
  • Fund structures to protect non-US investors and tax exempt investors

Agenda

11:00AM – 11:15AM Intro Remarks by Reed Smith’s Constantine Karides, Senior Partner

11:15AM – 12:15PM Panel 1: Opportunities in Direct Lending Strategies

12:15PM -1:00PM Keynote Presentation

1:00PM – 2:00PM Lunch & Networking – “Why Florida” Presentation

2:00PM -3:00PM Panel 2: Operational Issues Impacting Private Debt Investors

3:00PM – 3:15PM Networking Break

3:15PM – 4:15PM Panel 3: Structuring for Marketing Success in Direct Lending

4:15PM – 5:30PM Closing Networking and Cocktail Reception with update on the impact of tax reform on firms moving to South Florida.

    Author

    • Michael Corcelli

      Title
      Managing Member
      @
      Company
      Role
      author

      Mr. Corcelli is the Founder & Chairman of the FLAIA and has played a critical role in stablishing the vision and building the management team for the FLAIA. In addition to his work with the FLAIA, he is a Managing Partner at Alexander Alternative Capital, LLC based in Miami. Prior to joining Alexander Alternative Capital, Michael worked for UBS AG where he was responsible for portfolio management and tactical asset allocation for private clients of UBS Global Wealth Management & Business Banking. Michael holds a Bachelor of Science degree from the University of Miami where he studied Business with a focus in Finance.

      About

    About

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