While onsite at the US Private Credit Direct Lending Conference, allocators are invited to join an informal, peer-led discussion on “How LPs Are Rethinking Private Credit: Differentiation, Risk, and Portfolio Fit.”

This interactive session gathers fellow private credit allocators for an engaging discussion on the US direct lending market. Space is limited to foster a lively and high-quality dialogue.  

Please note that all attendees must have a valid ticket for the U.S. Private Credit Industry Conference on Direct Lending. Access is exclusive to allocators and requires DealCatalyst approval.

• How can LPs/investors differentiate between managers when just about every leading manager/strategy has a good sourcing engine, strong underwriters, successful workout specialists, and have produced adequate returns? 

• Where is alpha from PC/direct lending really coming from—what are the value drivers on the edges that elevate a strategy above the median on a consistent basis? 

• How can investors monitor aggregated exposures and risk factors across their PC and DL portfolios when there is not standardization in the industry making this an easier lift that you don’t have to build yourself? 

• How can investors separate strategic vs. tactical thinking when it comes to deploying capital into PC?  

• Are there too many managers raising too much capital in PC/DL?  

• Although PC is usually considered a separate asset class, how correlated could it be with PE if times get tough?

• Why are management fees so variable from manager to manager? Why are investors willing to pay more for a manager than the median? Will there be a race to the bottom/reset of fees as more capital continues to get raised? 

Please note that this is an invitation-only event, and RSVPs will be reviewed for approval. RSVPs are only valid for Allocators only. With limited availability, secure your spot now by completing the form below.

All registrations must hold a valid ticket for the U.S. Private Credit Industry Conference on Direct Lending.

Apply today to get access to the PCC Allocator Roundtable hosted at the conference.