Please join Refinitiv LPC for our 28th Annual Loans Conference – November 2, 2022 at the New York Marriott Marquis!

This unique event – live and in-person – will feature panels with industry experts discussing Large Corporate, ESG, Middle Market and Direct Lending. Bankers, investors, borrowers and more will join us in person for discussions on the most important issues facing the syndicated loan market.

Sponsored by :

Allen & Overy U.S. Leveraged Finance Practice

Our U.S. Leveraged Finance practice provides clients, including major banks, private credit funds and financial sponsors with a full service offering for a broad range of debt finance products for syndicated and private credit transactions, including senior, second-lien and asset-based credit facilities, mezzanine and holdco debt, recurring revenue financings, bridge and bank/bond financings, high yield bond offerings, securitization take-outs, debtor-in-possession and exit financings and restructurings. We have extensive experience across virtually all industries and sectors in which our clients operate, and are well positioned to advise on the latest terms and structures in the marketplace – whether middle-market or large cap. We regularly advise on the structuring and execution of deals encompassing all of the major debt strategies such as senior debt, unitranche, subordinated debt (second lien/PIK), growth capital, structured equity and mid-cap private placements, and have deep product expertise across private equity, corporate, infrastructure, distressed assets and credit opportunities.

For more information, please visit Allen & Overy

Comvest Credit Partners

Comvest Credit Partners provides flexible financing solutions to middle-market companies. We provide senior secured, unitranche, second lien, and mezzanine capital. We lend to sponsored and non-sponsored companies, in support of refinancings, growth capital, acquisitions, buyouts, and recapitalizations.

Credit facilities typically range from $25 million to $200 million for companies with revenues greater than $20 million.

For more information, please visit Comvest Credit Partners

Credit Agricole CIB

Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 12th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2020). Nearly 8,400 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.

For many years Crédit Agricole CIB has been committed to sustainable development. The Bank was the first French bank to sign the Equator Principles in 2003. It has also been a pioneer in Green Bond markets with the arrangement of public transactions from 2012 for a wide array of issuers (supranational banks, corporates, local authorities, banks) and was one of the co-drafters of Green Bond Principles and the Social Bond Guidance. Relying on the expertise of a dedicated sustainable banking team and on the strong support of all bankers, Crédit Agricole CIB is one of the most active banks in the Green bonds market.

For more information, please visit Crédit Agricole CIB

Golub Capital

Golub Capital is a market-leading, award-winning direct lender and experienced credit asset manager. We specialize in delivering reliable, creative and compelling financing solutions to companies backed by private equity sponsors. Our sponsor finance expertise also forms the foundation of our Late Stage Lending, Broadly Syndicated Loan and Credit Opportunities investment programs. We nurture long-term, win-win partnerships that inspire repeat business from private equity sponsors and investors.

As of April 1, 2022, Golub Capital had over 620 employees and over $50 billion of capital under management, a gross measure of invested capital including leverage. The firm has lending offices in Chicago, New York, San Francisco and London.

For more information, please visit Golub Capital

Kirkland & Ellis LLP

Kirkland & Ellis's market-leading Debt Finance Practice Group is fully integrated with the Firm's global M&A/private equity, capital markets, restructuring and tax platforms. This multidisciplinary approach leverages the Firm's broad experience to provide borrower and lender clients with strategic and focused representation adapted to their needs. The Firm's debt finance group serves a wide and varied client base ranging from Fortune 500 corporations to leading global private equity firms and their numerous portfolio companies. It brings to bear the largest dedicated group of debt finance practitioners in the marketplace with an unparalleled commercial understanding of U.S. and international financing markets.

With more than 250 debt finance attorneys practicing out of the U.S., Asia and Europe, Kirkland handles more transactions for borrowers than any other law firm in the world and, for the last five years, has led the market in U.S. borrower transactions. This unmatched volume allows the team to provide creative and nimble counsel on today's largest, multifaceted financing transactions, debt restructurings and workouts.

For more information, please visit Kirkland & Ellis LLP

Ropes & Gray

Ropes & Gray is a preeminent global law firm with approximately 1,400 lawyers and legal professionals serving clients in major centers of business, finance, technology, and government.

The firm has offices in New York, Boston, Washington, D.C., Chicago, Los Angeles, San Francisco, Silicon Valley, London, Hong Kong, Shanghai, Tokyo and Seoul, and has consistently been recognized for its leading practices in many areas, including private equity, M&A, finance, asset management, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring.

For more information, please visit Ropes & Gray

Shearman & Sterling LLP

Shearman & Sterling has a longstanding tradition of excellence and a proud history of providing quality legal services to clients. From our beginnings more than 145 years ago, we have built upon this strong foundation and developed into a global law firm that a diverse range of clients turn to for their most critical legal and business needs.

We provide our clients with insightful legal advice across a spectrum of practices and industries in all major regions of the world, resulting in groundbreaking transactions and landmark decisions. We will introduce lawyers experienced in capital markets, tax, corporate governance and executive compensation, as well as lawyers in other practice areas, when and as needed to advance the interests of our client.

For more information, please visit Shearman Sterling LLP

TD Bank

TD Bank, America's Most Convenient Bank® is one of the 10 largest banks in the U.S., with over 25,000 employees and deep roots in the community dating back more than 150 years. The Bank offers a broad array of retail, small business, commercial banking products and services to more than 9.6 million customers through its extensive network of approximately 1,140 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. TD Bank also offers Specialty Lending nationwide.

In addition to banking products, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth® and dealer commercial services through TD Auto Finance.

TD Bank is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD".

For more information, please visit TD Bank

Monroe Capital LLC

Monroe Capital LLC (“Monroe”) is a premier boutique asset management firm specializing in private credit markets across various strategies including direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity . Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago, and maintains offices in Atlanta, Boston, Los Angeles, New York and San Francisco.

Monroe has been recognized by both its peers and investors with various awards including Global M&A Network as the 2021 Mid-Markets Lender of the Year, U.S.A.; Private Debt Investor as the 2020 Lower Mid-Market Lender of the Year, 2020 Lender of the Year, and 2020 CLO Manager of the Year, Americas; Creditflux as the 2020 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information, please

For more information, please visit Monroe Capital LLC

Morgan Lewis

Morgan Lewis’s transactional finance practice represents lenders, borrowers, and investors in a wide array of debt transactions. Our lawyers serve as trusted advisers to clients on all aspects in connection with lending, credit, and other debt capital markets transactions. We partner with chief financial officers, treasurers, directors of finance, heads of capital markets, general counsel, and in-house lawyers, among others, to help our clients finance the future of their businesses. We focus on both immediate and long-term goals with our clients, helping them address and anticipate challenges across vast and rapidly changing landscapes. With more than 120 finance lawyers practicing in the world’s major financial and regulatory centers, we are strategically positioned to help clients in debt financings around the world. Working in both domestic and cross-border markets, we maintain a deep knowledge of the varying requirements our clients need to understand to in order to secure necessary financing. Our commercial work includes handling syndicated, leveraged and investment-grade financings; cash flow and asset-based transactions; private note placements; and multicurrency and cross-border financings. We also guide clients through bankruptcies, workouts, restructurings, and debtor-in-possession financings.

Morgan Lewis is a full-service global law firm providing comprehensive corporate, transactional, litigation, and regulatory services in major industries, including energy, financial services, healthcare, life sciences, retail and ecommerce, sports, technology, and transportation. Our global depth reaches across North America, Asia, Europe, and the Middle East with the collaboration of more than 2,200 lawyers and specialists who provide elite legal services for clients ranging from established, global Fortune 100 companies to enterprising startups.

For more information, please visit Morgan Lewis

Note: All agenda items are subject to change. Watch this space for updates.

8:45 AM – 9:15 AM
Welcome & Market Update
Refinitiv LPC

CJ Doherty, Director of Market Analysis – Refinitiv LPC

9:15 AM – 10:00 AM
The Rise and Reality of the Mega-Unitranche: How we got here and where we are going
Sponsored by Golub Capital

  • 2021 and early 2022 saw a significant migration of large leveraged financings from public loan and bond markets to private unitranche structures. What were the drivers behind this phenomenon?
  • Where do things stand today? What factors are driving the large end of the sponsor-backed leveraged finance market right now?
  • What role is private credit currently playing in financing mega-deals?
  • More broadly, how are market participants, from banks to private equity sponsors, adjusting to these changing times?
  • What should we expect to see over the coming quarters in the large LBO financing environment?

10:00 AM – 10:45 AM
Sustainable Lending: The Rise of ESG Integration
Sponsored by Credit Agricole

  • What has the past year taught us?
  • Did new ESG lending drivers emerge?
  • How did the key considerations for investors and issuers evolve?
  • What lessons have we learned on how KPIs were determined? How do borrowers and lenders ensure the KPIs have teeth?
  • What does the future hold for this asset class?
  • Did we gain more certainty on where we are heading?

Moderator: Gary Herzog, Managing Director, Head of Corporate & Leveraged Finance, UK – Credit Agricole CIB
Fanny Charrier, Corporate and Leveraged Finance and Sustainable Finance Coordinator – Credit Agricole CIB

10:45 AM – 11:15 AM
Refreshment break

11:15 AM – 12:00 PM
Leveraged Deal-Making in the Current Economy
Sponsored by Ropes & Gray

  • How has increased pricing, the current inflationary environment and potential recession risk affected the leverage that sponsors are willing to carry on deals, and how do these factors impact how much debt lenders are willing to underwrite?
  • Are there new structures and instruments that are becoming more prevalent in LBOs in light of current market conditions? What are the pros and cons of these structures for borrowers
  • What shifts in terms and pricing are expected going forward?

12:00 PM – 12:45 PM
Middle Market Lending in an Uncertain Economic Landscape
Sponsored by TD Bank

  • Macroeconomic outlook on heightened interest rates and credit quality
  • What does the current lending environment look like? How have deal structures changed?
  • Expectations of 2023 lending landscape: Localized view as well as regional dynamics

Moderator: Bill Fink, Executive Vice President, Head of US Middle Market Banking – TD Bank Group
Beata Caranci, Senior VP & Chief Economist – TD Bank Group
Joseph F. Nemia, Head of Asset Based Lending – TD Bank Group

12:45 PM – 1:45 PM

1:45 PM – 2:30 PM
The Private Equity Perspective

  • In 2022, how were investment opportunities sourced amid broader market uncertainty? Have dynamics changed as we look to 2023?
  • How has the financing paradigm evolved and are the changes permanent?
  • How has the broader macroeconomic backdrop impacted portfolio company performance? Are sponsors providing incremental support?
  • What sectors are best placed to benefit? Which may be out of favor?
  • Has investor appetite changed amid broader market volatility?

2:30 PM – 3:15 PM
Outlook on the Restructuring Landscape in Today’s Global Environment
Sponsored by Allen & Overy

  • How have economic and geo-political decisions in certain jurisdictions impacted the market?
  • What are the potential restructuring needs for companies maneuvering through today’s challenges?
  • What is the market outlook for the rest of 2022 and beyond?

Moderator: Jake Mincemoyer, Partner - Allen & Overy

3:15 PM – 3:45 PM
Refreshment break

3:45 PM – 4:30 PM
Impact of Volatility and Shifting Market Conditions on Direct Lending Market
Sponsored by Comvest Credit Partners

  • How has private credit held up across different segments?
  • What opportunities have opened up from the dislocation in the BSL market?
  • Which sectors are slowing down, which are roaring ahead?
  • How has M&A been impacted?
  • Risks that could impact recoveries in the next downturn in the direct lending space

Daniel Lee, Partner – Comvest Credit Partners
Diana Diquez, Senior Market Analyst – Refinitiv LPC
David Puchowski, Director of Market Analysis - Refinitiv LPC

4:30 PM – 5:15 PM
Direct Lending Market Overview and Opportunities
Sponsored by Shearman & Sterling LLP

  • What is the state of the direct lending market? A review of 2022 and forecast for the horizon
  • How has the general market impacted economic and non-economic deals terms in documentation?
  • What are the opportunities for Direct Lenders in the current economic environment?

5:15 PM – 7:00 PM
Post-conference cocktail reception

This event is closed to members of the press.


Full day registration is $495.00 and includes attendance at all sessions, continental breakfast, lunch, two networking/refreshment breaks and our post-conference cocktail reception.

Cocktails-only passes are also available for $125.00.

The price does not include hotel accommodations or transportation.


Should you be unable to attend, a prompt refund – less a cancellation fee of $100 – will be made for orders canceled by October 3, 2022. Please e-mail cancellations to

No refunds will be issues after October 3, 2022. Registrations may be transferred to a colleague up to 24 hours in advance of the conference by contacting Refinitiv LPC at

Refinitiv LPC reserves the right to reject registrations from members of certain organizations.

By registering you confirm that you have read and accept these terms.


The 28th Annual Refinitiv LPC Middle Market, Direct Lending & Large Corporate Loans Conference will be held at the New York Marriott Marquis in New York City.

Refinitiv LPC has secured a limited block of rooms at a special discounted rate which are available on a first-come, first-served basis.

A dedicated booking website has been created for this event so guests will be able to make, modify and cancel their hotel reservations online, as well as take advantage of any room upgrades, amenities or other services offered by the hotel.

Conversely, guests may use the dedicated Group Reservations phone number to make sure they are able to access special block rates and ensure they book within the block.

Reservations Toll Free: 1-877-303-0104
Reservations Local Phone: 1-212-398-1900

The conference is a one-day event.

Hotel accommodations are not included with your conference registration.

New York Marriott Marquis
1535 Broadway (between 45th and 46th Sts)
New York, NY 10036


The conference being held on Thursday November 2, 2022, from 8:00 a.m. – 5:00 p.m., with an on-site cocktail reception immediately following.

(Note: This conference is a one-day event.)
When you arrive at the conference, please go to the registration desk to sign in.

A continental breakfast is available before the conference, a lunch is served around midday and there will be mid-morning and mid-afternoon refreshment breaks. See agenda for complete schedule of events.

Business attire is suggested for this event.

Our comprehensive one-day program is devoted exclusively to the latest trends in ESG, Large Corporate, Middle Market and Direct Lending. The program includes keynote speakers and panels spotlighting the latest trends in deal pricing and structure as well as updates on where the market is heading from key market leaders, industry analysts and participants in the commercial loan and high-yield markets.


Now in its 28th year, the Middle Market, Direct Lending & Large Corporate Loans Conference is well established as the foremost annual loan market event. After two years of virtual events caused by the Covid-19 pandemic, we’re happy to announce our annual conference will take place live, in-person in New York City on Thursday November 2, 2022 at the Marriott Marquis.

Refinitiv LPC's annual conference is the longest-running loan market conference of its kind. Spotlighting the latest loan market trends, LPC's annual conference draws key decision-makers and participants in the commercial loan market. This includes corporate treasurers, CFOs, institutional investors, senior bankers, rating agency representatives as well as other market participants.

The event draws hundreds of financial professionals each year and has been described by many as the best loan market-focused conference.


Registration: Richard Kennedy,
Sponsorship: Leonie Welss,


Beata Caranci, Senior VP & Chief Economist – TD Bank Group

Beata Caranci is the Chief Economist and Senior Vice President for TD Bank Group. She leads an economics team with a wide focus across the U.S., Canada, and global landscapes. The team delivers forecasts, presentations, and research publications for TD clients, alongside economic regulatory deliverables, while also plugging into TDs ESG research and thought leadership strategy.

Beata serves on several committees, including the C.D Howe's Monetary Policy Council and the American Bankers Economic Advisory Council.

Beata is a passionate supporter of TD’s diversity initiatives and has dedicated more than a decade to researching and driving awareness on labour market frictions. Her research report, “Get on Board Corporate Canada,” helped influence the Ontario Securities Commission’s rule amendments on disclosure of women on boards. A separate report detailing the obstacles faced by women in STEM fields led to an invitation to appear at the Senate Open Caucus to discuss policy prescriptions to counter systemic biases.

Beata's distinguished evidenced-based research combined with the breadth of her role as Chief Economist for TD Bank also earned the Professional category award by WXN's Canada's Most Powerful Women in 2019.

Fanny Charrier, Corporate and Leveraged Finance and Sustainable Finance Coordinator – Credit Agricole CIB

Fanny Charrier is a Director in Crédit Agricole CIB’s Corporate and Leverage Finance (“CLF”) group, primarily covering the loan originations and syndication of the telecom and chicago portfolios including U.S. automotive, healthcare, agricultural, semi-conductor, engineering & construction.

As Sustainable Finance Coordinator, she manages the origination and syndication of sustainable financings within the U.S., liaising with the global sustainable banking team to facilitate the structuring and placement of ESG-related loans & HY instruments including Ford’s US$15.5bn sustainability-linked revolving credit facility that was named “2021 North America Loan” by the International Financing Review (“IFR”) and “2022 Americas Loan” by the Banker. She is also the primary point of contact for the integration of the Net Zero and energy transition strategy within the CLF team.

Fanny joined CA-CIB NY in 2012 as part of the Portfolio and Balance Sheet Management team and prior to that worked for Dexia NY in the Project Finance group focused on renewables. She was previously located in Paris, France, where she held various roles in export and structured finance.

Fanny holds a Masters in finance from ESSCA (Ecole Supérieur des Sciences Commerciales d’Angers) and a Masters in project and structured finance from Ecole Nationale des Ponts et Chaussées.

Diana Diquez, Senior Market Analyst – Refinitiv LPC

Diana Diquez has been a senior market analyst at Refinitiv LPC in New York since 1997. She writes on the state of the middle market, more specifically in the non-sponsored end of the market. She is also responsible for LPC’s middle market weekly and middle market quarterly reviews. Diana pulls together our leveraged loan yield analysis and leads Refinitiv LPC’s industry and LatAm coverage.

Prior to joining Refinitiv LPC, Diana worked in private banking in Venezuela, providing analyses and recommendations on investment opportunities for private banking customers.

Ms. Diquez has a BSBA from Boston University, where she graduated Summa Cum Laude. She also studied four years of economics in the Universidad Catolica Andres Bello in Caracas, Venezuela, where she developed her thesis research titled: Proposal for the Development of the Small & Medium Industry in Venezuela and Analysis of its Financial Problems.

Bill Fink, Executive Vice President, Head of US Middle Market Banking, – TD Bank Group

Bill serves as Executive Vice President, Head of US Middle Market Banking. In this role, Bill directs a $20 billion loan portfolio consisting of Asset Based, Supply Chain and Middle Market relationships for private equity sponsors, publicly-held corporations and family-owned businesses with revenues from $75 million to $1 billion. Responsibilities include strategy formulation, business development, client fulfillment, revenue growth and asset quality maintenance.

Previously, Bill served as Head of Credit Management for TD Bank's Commercial Bank where he supervised the structuring and underwriting, ongoing monitoring and control of the Bank's Commercial, Wealth, Specialty and Small Business loan portfolios. Bill has 30 years of financial services experience, beginning his career at Continental Bank in Philadelphia, and has held senior lending, credit risk and senior management positions in Business Banking, Middle Market and Corporate Lending. In addition, he previously directed the business consulting practice of a regional CPA firm where he provided advisory services on corporate development, business reorganizations and benchmarking.

Bill earned a Masters Degree in Business Administration, with concentrations in finance and management, and a bachelor of science degree in marketing from St. Joseph's University. He completed the University of Pennsylvania Wharton School's Advanced Finance Program, continuing education in the Master of Taxation Program at Villanova University School of Law, the University of Notre Dame Mendoza College of Business' Executive Leadership Certificate Program and is a graduate of the Enterprise Risk Management Program at Stanford University.

Bill is a Certified Public Accountant, Certified Global Management Accountant and a member of the American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants and Turnaround Management Association. He also serves as a guest lecturer at the University of Pennsylvania's Wharton School on private equity and teaches four continuing professional education programs for attorneys and CPAs at Penn State University – Abington Campus. Bill provides community leadership and is a board member of the Advancement Committee for Mercy Vocational High School and is a member of the Executive Education Board of the Wharton School, University of Pennsylvania.

Bill was previously Treasurer of the Penn Mezzanine Fund and was a member of its Board of Directors and Investment Committee. He also served as a lecturer and student advisor on business planning and financing in the Entrepreneurial Training Institute sponsored by the New Jersey Development Authority for Small Business, Minorities and Women Enterprises, The Entrepreneur's Forum of Philadelphia, and the Women's President's Organization of Philadelphia.

Gary Herzog, Managing Director, Head of Corporate and Leveraged Finance, UK – Credit Agricole CIB

Gary recently relocated to London to become Head of the Corporate and Leveraged Finance team for the UK, and member of London Management Committee. Prior to that, Gary was the Head of the Corporate and Leveraged Finance team for the Americas and managed the distribution team for loans and high yield securities. Gary led teams responsible for the origination, structuring and distribution of loans and high yield bonds and secondary trading of loans for the US, Latin America and Canadian markets. In addition, Gary and his team are also responsible for the monitoring of the corporate and leveraged loan portfolio. Gary joined as Head of Loan Syndications for the Americas in March 2007.

Gary joined from BNY Securities, Inc. where he was Co-Head of Syndicated Finance and Head of Sponsor Leveraged Lending and a member of the Board of Directors. At BNY, he held a number of increasingly important executive assignments, including Head of New York Investment Banking and Co-Head of Structured Finance where he directed groups responsible for global origination and distribution of syndicated loans and private placements, as well as origination of fixed income securities. Previously, Gary worked in the financial institutions practice at McKinsey & Company, Inc. where he provided strategy advice to multi-national financial firms.

Gary has a BA in economics and an MBA with distinction in finance from the University of Michigan.

Daniel Lee, Partner – Comvest Credit Partners

Dan is a Partner and serves as a member of the firm’s Executive Committee and the Investment Committee for Comvest’s direct lending strategy. He is responsible for originating, structuring, and managing investments.

Prior to joining Comvest, Dan was a Senior Director with Dymas Capital Management, where he served on the Investment Committee and was instrumental in the formation and growth of the firm from its start-up phase to an established middle-market finance company. Prior to getting his MBA, Dan began his career with Arthur Andersen and Heller Financial’s Corporate Finance Group.

Dan received an M.B.A. from the University of Michigan and a B.A. from the University of Notre Dame.

Jake Mincemoyer, Partner - Allen & Overy

Jake is a partner in our New York office and acts as the head of our U.S. Leveraged Finance group. He represents major commercial and investment banks as well as private credit funds and corporations in a wide range of leveraged and corporate finance transactions, including domestic and cross-border acquisition finance, investment-grade facilities, asset-based lending facilities, bridge facilities, DIP financings and restructurings.

JJake has deep experience in all aspects of the leveraged lending market and is on top of current market terms given his extensive activity acting for clients in both syndicated and non-syndicated private credit financings, with clients praising him for his proactivity, commerciality and being 'fantastically consistent'.

JClients commend Jake for his ability and skill in navigating different financing structures and products as well as his extensive experience in the negotiation of intercreditor relationships and his knowledge of relevant tax structuring considerations across a number of jurisdictions. Jake is recognized as a Leading Individual and is ranked Band 3 by Chambers USA, Banking & Finance, where clients state that he "is a strong lawyer who handles complicated deals" and that "he's great and has great experience handling international issues." Jake is also recognized as a Leading Lawyer, Finance – Commercial Lending in Legal 500 USA 2021 and an IFLR 1000 Leading Lawyer.

JJake was based in London from 2010-2014, where he structured and closed many of the first "Yankee Loan" structured financings of the era and gained extensive experience with LMA and English-law documented cross-border financings. This unique cross-border experience lends itself to providing clients with valuable insight into the differences between the U.S. and European markets and knowledge to maximize cross-border financing structures, which Jake applies to assist clients in executing cross-border and European syndicated and non-syndicated private credit financings in the current market.

JPrior to joining Allen & Overy, Jake was the regional section head of the Americas Banking Section at White & Case LLP.

Joseph F. Nemia, Head of Asset Based Lending – TD Bank Group

Joseph Nemia is Head of Asset Based Lending (ABL) at TD Bank, America's Most Convenient Bank. As Head of ABL, Joe is a key member of the Commercial Banking leadership team. He oversees a team of ABL lenders with experience in developing strong customer relationships by delivering solutions to meet our customers' financial needs. ABL offers clients a flexible cost-effective financing solution by leveraging assets and maximizing liquidity.

Joe has more than 40 years of experience in Corporate Finance. He joined the bank in 2011 from RBS Citizens Financial Group where he served as President of RBS Commercial Finance. Prior to RBS, Joe was at CIT where he served as President, Commercial and Industrial. He was also a Senior Managing Director at GE Commercial Finance where he held a number of leadership positions during his 14 years with the company. He was a founding member of GE Commercial Finance and was instrumental in the middle market build out of the ABL business. He completed GE Company’s Global Business Management training in Tokyo and received Black Belt certification in Six Sigma.

Joe is on the Board of Trustees of Loyola School in New York City and a member of Loyola School’s Finance and Audit Committees. He is a Trustee of National Jewish Medical and Research Center and has served on the Board of Director’s for Junior Achievement in Stamford/Greenwich CT. He is a former Commercial Finance Association Chairman and President and currently serves as a Director for the Secured Finance Network. Joe serves as the Chairman of the Audit Committee of Audax Credit BDC Inc.

He is a graduate from Pace University – Lubin School of Business, BBA, MBA.

David Puchowski, Director of Market Analysis - Refinitiv LPC

As Director of Market Analysis, David speaks, researches, and produces analysis across various segments of the loan market. David tracks the middle market, including the direct lending space, and co-produces the Middle Market Connect report. David also researches the high-grade loan market and produces the Investment Grade Monthly stats pack. In addition to longer length feature stories, David also puts together leverage levels analysis for LBO deals, while managing the analytical content provided via Refinitiv LPC’s platform,

David has been a part of Refinitiv LPC since 2005. Prior to joining the Market Analysis team, he worked for the data production team, helping to manage the accuracy of incoming loans data. He was instrumental in building LPC’s current loans database.

Prior to Refinitiv LPC, David worked for M&A advisor Acquest International. David earned a BA in economics from Rowan University.

Event information

28th Annual Refinitiv LPC
Middle Market, Direct Lending & Large Corporate Loans Conference