Join Refinitiv LPC's Middle Market, Direct Lending & Large Corporate Loans Virtual Conference – April 27 and 28, 2021.

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Sponsored by :

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.

DLA Piper

DLA Piper’s balanced practice, serves both lenders and borrowers, and it focuses on the needs of middle-market clients. We have a core team in New York, with additional capabilities in Chicago, Washington D.C., London and Hong Kong, and finance experience in many other global offices. Our attorneys regularly advise lenders, issuers, investors and borrowers worldwide and are involved in all aspects of the capital structure and the debt financing of public and private company acquisitions, including leveraged buyouts and recapitalization financings.

We provide high-quality legal advice and execution support in structuring, negotiating and executing a multi-solution debt financing based on our deep understanding of legal imperatives, market practice and local and foreign laws. The firm’s extensive reach gives us the capacity to execute complex financings in a variety of jurisdictions globally. We offer business-oriented advice that leverages our restructuring, private equity, capital markets, real estate and tax experience to support the most com-plex transactions.

For additional information, go to

Golub Capital

Golub Capital is a market-leading, award-winning direct lender and credit asset manager, with over $35 billion of capital under management. We specialize in delivering reliable, creative and compelling financing solutions to middle market companies backed by private equity sponsors. The firm’s credit expertise also forms the foundation of our Late Stage Lending business and our Broadly Syndicated Loan investment program.

Across our activities, Golub Capital nurtures long-term, win-win partnerships that inspire repeat business from our private equity sponsor clients and investors. Founded over 25 years ago, Golub Capital today has over 500 employees and lending offices in Chicago, New York, San Francisco and London.

For more information, please visit

Kirkland & Ellis

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.

Shearman & Sterling

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.


CIBC’s Loan Syndications Group leverages the Bank’s loan origination capabilities and has developed a network of lending institutions that help finance middle market businesses in the Commercial Real Estate and Commercial and Industrial segments.

CIBC specializes in multi-bank credit facilities that fund working capital needs, capital expenditures, acquisition finance and recapitalizations. Through its Loan Syndications group CIBC offers a full suite of products and services that includes:

  • Arranger of senior and junior debt
  • Full underwriting capabilities
  • Debt advisory

MidCap Financial

MidCap, in alliance with its investment manager Apollo Capital Management, is a middle-market-focused, specialty finance firm that provides debt instruments of $10 million to $750 million to companies across all industries.

About BlackRock

BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit

About BlackRock Alternative Investors

BlackRock Alternative Investors serve investors seeking outperformance in real estate, infrastructure, private equity, credit, hedge funds and alternative solutions.  We strive to bring our investors the highest quality investments by drawing upon our global footprint, superior execution capabilities and position as a preferred partner. BlackRock manages $259 billion in alternative investments and commitments on behalf of clients worldwide as of December 31, 2020.

Varagon Capital Partners

Varagon Capital Partners is a private credit manager specializing in U.S., middle market lending. Varagon invests across the capital structure and offers flexible financing solutions to meet the needs of borrowers and private equity sponsors.

The firm manages assets on behalf of institutional investors seeking exposure to directly-originated, performing, middle market loans. Varagon’s scale, experienced team, deep relationships and product capabilities allow the firm to serve as a meaningful partner in leveraged financings, serving borrowers with $10 million to $75 million of EBITDA.

Launched in 2014, Varagon has committed over $16.7 billion in capital to finance more than 200 portfolio companies, as of December 31, 2020.

For more information about Varagon, please visit

Agenda items are subject to change.

APRIL 27, 2021

State of the market/Virtual conference kickoff
9:00 AM – 9:15 AM
Ioana Barza, Head of Analysis – Refinitiv LPC

A Club for Every Shot: How the Leveraged Loan Market is Navigating Current Conditions
9:15 AM – 10:00 AM
Sponsored by: Golub Capital

MODERATOR: Frances Beyers, Managing Director, Head of Capital Markets - Cliffwater
Lauren Basmadjian, Managing Director, Co-Head of Liquid Credit and Head of US Loans & Structured Credit - Carlyle
Alan M. Schrager, Portfolio Manager & Senior Partner - Oak Hill Advisors
Kevin Sofield, Managing Director & Head of Capital Markets - Vista Equity Partners
Jason Van Dussen, Senior Managing Director, Co-Head of Capital Markets - Golub Capital

Every golfer knows that club selection is a significant contributor to success, particularly in the face of hazards, wind, and changing altitudes. How are sponsors, arrangers and loan investors taking advantage of current market conditions, while preparing for any hazards ahead?

  • FORE! How will the market react when the Fed’s liquidity support runs out?
  • Best ball: Sponsors weigh the options of a syndicated, direct lending, or high yield bond execution.
  • When to club up: Are lead arrangers gauging market demand appropriately when pricing and structuring loans?
  • Sand trap: Navigating the hazards of repayments, repricings and record low yields.
  • Mulligan: Are lenders ready to give Covid-impacted credits a “do-over” as conditions normalize?
  • Drive for Show, Putt for Dough: Second liens may offer high yields, but will their volatility cost you the match?

Taking the Keys? Navigating Restructurings
11:00 AM – 11:45 AM
Sponsored by: DLA Piper

MODERATOR: Andrew Hedlund, Leveraged Loan Correspondent - Refinitiv
Rachel Ehrlich Albanese, Partner - DLA Piper LLP
Jeffrey Fitts, Managing Director - HPS Investment Partners
Mark Kronfeld, Managing Director - BlackRock
Tanya Meerovich, CFA, Senior Managing Director, Corporate Finance - FTI Consulting

  • What are key considerations middle market direct lenders face in a workout that may not concern those deals in the upper middle market or broadly syndicated market?
  • What resources are needed to ensure the company can be run in a way that puts it back on the financial straight and narrow?
  • At what point does the direct lender cut its losses and sell its debt or exit the investment in another way that results in a below-par pay off?
  • What is your strategy for getting out/selling the debt?

Middle market lending: New frontiers
12:45 PM – 1:30 PM

Sponsored by: Comvest Credit Partners

MODERATOR: David Brooke, Senior Correspondent, Middle Market Loans, Data & Analytics - Refinitiv LPC
Daniel Lee, Partner - Comvest Credit Partners
Paul Lisiak, Managing Partner - Metropolitan Partners Group
Sajal Srivastava, co-Chief Executive Officer and co-Founder - TriplePoint Capital
Douglas Winget, EVP - Huntington National Bank; President - Huntington Business Credit

  • Unchartered spaces: where are private credit firms mapping out new territories?
  • Terra affirmed: banks maintain their own turf in growing asset-based lending market as private credit moves in
  • (Ad)ventures in lending: how the Silicon Valley boom is providing the gold rush for non-bank lenders
  • The yields are out there: where are investors searching for and finding better returns?
  • All’s loud on the non-sponsored front: why private credit lenders are bullish about opportunities outside the private equity market

APRIL 28, 2021

The Private Equity Perspective
11:00 AM – 11:45 AM
Sponsored by: Kirkland & Ellis

INTRODUCTION: Elizabeth Han, Director of Market Analysis - Refinitiv LPC
MODERATOR: Brian Ford, Partner - Kirkland & Ellis
Tia Malhotra, Managing Director - Golub Capital
Tony Marsh, Managing Director and Chief Capital Markets Officer - TA Associates
Erwin Mock, Managing Director, Head of Capital Markets - Thoma Bravo
James Pade, Partner - Clearlake Capital

  • With ongoing vaccine rollout amid an early loan market vaccine rally, how would you characterize deal flow opportunities amid the macro environment?
  • How are you gearing up for more event-driven activity (LBOs) now? How do you identify and evaluate new opportunities virtually? With respect to opportunistic financing transactions, how do you think about your investment portfolio and prospects to reprice, refinance or recap?
  • What noteworthy trends have you seen, as a sponsor, in the leveraged finance market (risk appetite; leverage; pricing)? How was COVID impacted your investment periods/hold periods? Is there an impact to underlying financing structures? How is Covid impacting investment periods/hold periods?

COVID-19 and the Direct Lending Market
12:45 PM – 1:30 PM

Sponsored by: Shearman & Sterling

Gus Atiyah, Partner - Shearman & Sterling LLP
Jamie Brodsky, Partner - Riverstone Credit Partners
Michael Chernick, Partner - Shearman & Sterling LLP
Scott Cullerton, Managing Director - KKR
Jeffrey Rabel, Managing Director - Intermediate Capital Group plc
Charlie Riceman, Partner - Varagon Capital Partners
Heather Waters Borthwick, Partner - Shearman & Sterling LLP
Stephen Wollman, Managing Director - Deutsche Bank

  • Twelve months later, what is the state of the market?
  • Is the direct lending market converging with the BSL market? Are there limits?
  • Complement or replacement to traditional loan market: Where does direct lending go from here?


Ioana Barza, Head of Analysis – Refinitiv LPC

As a Director of Analysis at Refinitiv LPC, Ioana Barza writes and presents frequently on corporate credit markets with a special focus on loan capital markets to the banking, regulatory, corporate borrower, institutional investor, and private equity communities. In addition, Ms. Barza conducts interviews with market leaders for Reuters Insider.

Ms. Barza has been with Refinitiv LPC since 1999. She provides insight and analysis related to the global credit markets and co-moderates roundtable discussions among leading buyside and sellside representatives focused in the U.S. on investment grade lending, leveraged finance, CLOs, middle market lending, and the broader European loan market.

Prior to joining Refinitiv LPC, Ms. Barza focused on environmental finance initiatives with the Environmental Protection Agency’s (EPA) Office of International Activities. She has also worked at the Overseas Private Investment Corporation (OPIC) in Washington, DC, evaluating the economic and environmental impacts of proposed overseas investments. Ms. Barza has a BA in environmental sciences and international relations from Northwestern University and a graduate degree in economics from the George Washington University.

Frances Beyers, Managing Director, Head of Capital Markets – Cliffwater

Frances Beyers is a Managing Director and Head of Capital Markets of Cliffwater’s Private Debt Group. In her role, Fran is responsible for market research to support Cliffwater’s rapidly growing multi-manager private debt asset management business. Cliffwater is an alternatives advisory and asset management firm with over $77 billion in assets under advisement.

Fran joins Cliffwater from Refinitiv, where she was Head of Middle Market Loan Analysis. Most notably Fran has been a fixture in the middle market for over a decade providing research and market analysis to both managers and investors alike. While at Refinitiv and its predecessor, Fran frequently authored middle market commentaries and surveys that have been cited industry-wide and made her a sought-after speaker at private debt conferences. Fran also built out many of LPC’s middle market product offerings including BDC Collateral and MM Sponsored Private Deal Analysis.

Fran is based in Cliffwater’s New York City office. Her previous roles include underwriting and portfolio management at Churchill Asset Management, and she began her career in Corporate Finance Advisory at JPMorgan. Fran earned her bachelor’s degree from the Olin School of Business at Washington University in St. Louis.

David Brooke, Senior Correspondent, Middle Market Loans, Data & Analytics – Refinitiv LPC

David Brooke is a senior correspondent at Refinitiv LPC. Since 2017, he has covered both European and US middle market lending for Refinitiv. He covers all aspects of the market, including but not limited to deal news, fundraising, asset management and BDCs.

Previously, he was a reporter at Private Debt Investor based in London. He has also worked as a legal news and sports reporter.

David obtained a M.A in English Literature from the University of Manchester and has a B.A from Salford University.

Brian Ford, Partner – Kirkland & Ellis

Brian’s practice focuses on complex financing transactions for private equity firms, commercial lending institutions, portfolio companies, hedge funds, asset managers, alternative capital sources and other private and public companies. Such transactions have included the negotiation, structuring and documentation of secured and unsecured financings, including senior, mezzanine and subordinated debt transactions, acquisition financings, dividend recapitalizations, debtor-in-possession, exit financings and restructurings.

Brian has also advised on some of the most cutting-edge out-of-court liability management transactions and handled more than $20 billion in debt financing transactions in 2020.

Brian was recognized in the 2020 edition of The Legal 500 U.S. in the area of Commercial Lending, where clients noted he is “top-notch” and a “smart, responsive, and commercial lawyer who gives great advice.”

Erwin Mock, Managing Director, Head of Capital Markets – Thoma Bravo

Erwin Mock is a Managing Director and Head of Capital Markets at Thoma Bravo. Based in San Francisco, he joined the firm in 2015 and oversees Thoma Bravo’s capital markets activities related to new investments and existing portfolio companies. Additionally, Erwin is responsible for managing and helping grow the firm’s relationships with investment banks, direct lenders and debt / equity investors.

Prior to Thoma Bravo, he served as a Managing Director at UBS Investment Bank in the leveraged finance group. Prior to that role, he had several leveraged finance and restructuring advisory roles at RBC, UBS and Credit Suisse / DLJ.

Erwin graduated from Stanford University with a BA degree in Economics.

Jason Van Dussen, Managing Director & Head of Capital Markets – Golub Capital

Mr. Van Dussen joined Golub Capital in 2010 and is a Managing Director and Head of the Capital Markets business for Middle Market Lending. He is responsible for structuring, pricing, and syndicating transactions for the Firm.

Prior to joining Golub Capital, Mr. Van Dussen was a Managing Director and Head of Loan Sales for CIT Group. Before that, he was a Managing Director and Head of Capital Markets for FirstLight Financial Corporation. Prior to this position, Mr. Van Dussen worked at GE Capital, where he focused on middle market structuring, syndication and loan sales.

Mr. Van Dussen earned his BA degree cum laude in Finance from Michigan State University. He received an MBA from Columbia Business School.

Rachel Ehrlich Albanese, Partner – DLA Piper LLP

Rachel Ehrlich Albanese is Vice Chair of the U.S. Restructuring Group of the global law firm of DLA Piper and a partner in DLA’s New York office. Rachel has nearly 20 years’ experience representing secured and unsecured creditors, debtors, equity holders, purchasers of distressed assets, and other parties in a wide range of restructuring matters, including cases under chapter 11 of the US Bankruptcy Code, out-of-court workouts and cross-border insolvency proceedings, as well as cases under title III of PROMESA, Puerto Rico’s restructuring law.

Rachel is Co-Chair of the National Association of Women Lawyers (NAWL) Bankruptcy & Restructuring Affinity Group and an active member of the American Bankruptcy Institute (ABI), the International Women’s Insolvency & Restructuring Confederation (IWIRC) and the Turnaround Management Association (TMA).

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.

Tony Marsh, Managing Director and Chief Capital Markets Officer – TA Associates

Tony leads all capital markets activities for TA Associates. He oversees all financings and capital markets activities for new investments, add-on acquisitions, recapitalizations, refinancings and amendments for TA portfolio companies globally. Tony also manages the firm’s relationships with investment banks, advisors and direct lenders.

Prior to joining TA in 2013, he was a Director at Credit Suisse in the Financial Sponsors Group, focusing on leveraged finance transactions. Previously, Tony was a Controller at Mack Trucks, Inc.

He received a BS degree in Business Management from Brigham Young University and an MBA degree, with Distinction, from the University of Michigan, Stephen M. Ross School of Business.

Tanya Meerovich, Senior Managing Director, Corporate Finance – FTI Consulting

Tanya Meerovich specializes in providing financial and strategic solutions to companies, their creditors and investors and has worked with both public and private companies across many sectors. Ms. Meerovich has industry expertise in financial services, real estate, non-for-profit, insurance, healthcare, education, energy, manufacturing, infrastructure, print, entertainment and retail.

Ms. Meerovich’s advisory services include assisting senior management teams and various stakeholders in developing and implementing strategic alternatives, revenue enhancement initiatives and cost reduction initiatives. She has extensive experience in review and assessment of business plans and financial models, preparation of financial projections and cash flow models, financial analysis, cash management, asset management and liquidation, claims analysis, fraud investigations and forensic accounting.

Ms. Meerovich’s recent engagements include advising the senior secured lenders of Credit-Based Asset Servicing and Securitization (“C-BASS”), Emerald Oil, General Growth Properties, MCCI Medical Group, Natrol, PLH Group, Paragon Offshore, Rohrig Investments, Saint Vincent's Catholic Medical Centers in New York, Puerto Rico hospital group, a for-profit technical school, a non-for-profit university, a U.S.-based monoline insurer, a $15 billion international investment fund, several life settlement portfolios, a California-based bank and the management teams and boards of Ocwen Financial, Puerto Rico Highways and Transportation Authority, Residential Capital (“ResCap”), Three Lions Entertainment and Workflow Management.

Prior to joining FTI Consulting, Ms. Meerovich was in the Financial Services Advisory group of RSM Cayman Islands, where she was involved in a number of high-profile and complex cross-border insolvency engagements in the financial services sector. Prior to that, Ms. Meerovich worked for a securities broker-dealer in the Chicago area.

Ms. Meerovich also previously held NASD Series 24, 7 and 63 licenses. Ms. Meerovich serves on several boards, including the New York Chapter of the International Women’s Insolvency & Restructuring Confederation and Rock & Rawhide, a non-for-profit organization. She is also a member of the American Bankruptcy Institute, the Association for Financial Professionals, the Association of Certified Fraud Examiners, the Association of Insolvency & Restructuring Advisors, the Chartered Financial Analyst Institute, the New York Society of Security Analysts and the Turnaround Management Association.

Alan M. Schrager, Portfolio Manager & Senior Partner – Oak Hill Advisors

Alan M. Schrager shares portfolio management responsibilities for a number of OHA’s portfolios. Mr. Schrager serves on various OHA committees including the partnership, investment strategy, valuation, compliance and several fund investment committees. Previously, Mr. Schrager had senior research responsibility for investments in private credit companies, software, industrials and gaming.

Prior to joining OHA in early 2003, he was a Managing Director of USBancorp Libra, where he was responsible for originating, evaluating and structuring private equity, mezzanine and debt transactions and also held several positions at Primary Network, a data CLEC, including Chief Financial Officer and Interim Chief Executive Officer. Mr. Schrager previously worked in the Leveraged Finance and High Yield Capital Markets group at UBS Securities, LLC. He currently serves on the Board of Directors of Associated Materials Incorporated, Expro Group Holdings International Limited and New Heights Youth, Inc.

Mr. Schrager earned a M.B.A. from the Wharton School of the University of Pennsylvania, and a B.A. from the University of Michigan.

Kevin Sofield, Managing Director & Head of Capital Markets – Vista Equity Partners

Kevin Sofield joined Vista Equity Partners in 2013. Mr. Sofield is responsible for managing all portfolio company financing activities, from original buyout to recapitalization, and including acquisition and refinancing activities. Additionally, Mr. Sofield serves as a member of Vista’s Private Equity Management Committee, the firm’s governing and decision-making body for the overall management of Vista’s private equity platform.

Prior to joining Vista, Mr. Sofield spent over a decade in the Leveraged Finance group at Goldman, Sachs & Co., culminating in his role as Managing Director and Head of West Region Leveraged Finance. In this role, he advised corporate and sponsor clients on all manners of financing, including asset-based loans, traditional bank loans, institutional loans, high yield bonds and hybrid structures. Mr. Sofield began his career as an Officer in the United States Navy.

In addition to his work at Vista, Mr. Sofield serves as a Board Member of the Special Operations Warrior Foundation of Tampa, Florida.

Education: B.S. in Aerospace Engineering, United States Naval Academy, with Distinction; M.B.A., Robert H. Smith School of Business, University of Maryland

Jeffrey Fitts, Managing Director – HPS Investment Partners

Mr. Fitts is a Managing Director at HPS Investment Partners. Prior to joining HPS in 2014, Mr. Fitts spent six years as a Managing Director at Alvarez and Marsal (“A&M”), where he was responsible for the workout, management and ultimate liquidation of Lehman Brothers’ real estate portfolio following Lehman’s Chapter 11 filing.

Prior to that, Mr. Fitts worked at GE Capital from 2000 to 2008, where he led workout, portfolio and distressed debt investing groups. From 1988 to 2000, Mr. Fitts worked at Citicorp focusing on real estate and corporate workouts and real estate asset management.

Mr. Fitts holds a BS in Finance from the University of Delaware.

James Pade, Partner – Clearlake Capital

As a Partner and Managing Director of Clearlake Capital Group, L.P., James currently serves on the Board of Directors of several Clearlake portfolio companies, including American Construction Source, Appriss, Diligent, EagleView, FloWorks, Ivanti Software, and Lytx.

Prior to joining Clearlake, James was an investment professional at TowerBrook Capital Partners, where he focused on leveraged buyouts and distressed debt investments. Before that, he was an investment banker at Credit Suisse. He started his career at Google and played professional tennis on the ATP Tour.

Mark Kronfeld, Managing Director – BlackRock

Mark Kronfeld is a Managing Director at BlackRock and a member of its Global Credit Platform within BlackRock Alternative Investors (BAI). Mark serves on BlackRock’s Global Credit Oversight Committee and is the Global Head of Workouts and Restructuring. He is responsible for oversight and management of workouts and restructurings across the broader credit platform as well as related credit monitoring. In addition, Mark focuses on special situations and distressed investments as well as opportunities in private credit, leveraged finance, complex credit, and secondary markets. As a member of the Office of the CIO, Mark helps manages the special situations strategy (and associated funds) within BlackRock’s U.S. Private Credit Group. He is also actively involved in and a frequent contributor to BlackRock's training and educational programs.

Mark has over 25 years’ experience with a strong record of success in special situations and distressed investing across the capital structure, in both public and private markets. Prior to joining BlackRock as part of its acquisition of Tennenbaum Capital Partners (TCP), he was a managing director at TCP, and a partner/portfolio manager at Plymouth Lane Capital where he launched and led the firm’s credit/distressed strategies. Before Plymouth Lane, Mark was a managing director at BlueMountain Capital, a partner at Owl Creek Asset Management, and a senior analyst at Aurelius Capital.

As a distressed investor, Mark has served on numerous ad hoc and official creditor committees, typically in a leadership capacity, in corporate, municipal, and sovereign restructurings in North America, Europe, Asia and Latin America. He has played a key role in some of the most complex and successful distressed investments and restructuring matters in recent years. Mark has also been involved in numerous activist situations in both shareholder and creditor capacities and has led many litigation and liquidating trusts.

Before his career in finance, Mark practiced law as a bankruptcy lawyer and litigator. As a bankruptcy attorney, he represented debtors, creditors, trustees, and boards in a wide variety of complex financial restructurings and chapter 11 cases. Mark also served as a prosecutor in New York City, where he investigated and prosecuted serious felony cases involving, among other things, complex white-collar crime, fraud, arson, kidnapping, organized crime, and murder, achieving a 100% jury trial conviction rate.

Mark is a highly regarded restructuring and workout expert and a frequent lecturer, panelist, author, and guest speaker on distressed investing, bankruptcy, restructuring, corporate governance, and the credit markets. He is an adjunct assistant professor of finance at NYU's Stern School of Business where he co-teaches Bankruptcy and Corporate Reorganization (with Prof. Ed Altman). Mark also serves as a lecturer at Columbia Business School where he teaches Distressed Value Investing. Mark was an adjunct professor at Boston University School of Law where he taught Introduction to Financial Restructuring Practice and has also guest lectured at Wharton, Duke, Yale, UVA and Oxford. Mark is an active member of the Turnaround Management Association, Risk Management Association, and the American Bankruptcy Institute. He served on the advisory committee for ABI’s Commission to Study the Reform of Chapter 11, which submitted its 2014 Final Report and Recommendations to the United States Congress.

Mark earned his MBA in Finance from New York University’s Stern School of Business and his JD from Boston University School of Law where he was an Edward F. Hennessey Scholar. He received his B.A. (Dean’s List) from the State University of New York at Albany.

Lauren Basmadjian, Managing Director, Co-Head of Liquid Credit and Head of US Loans & Structured Credit – Carlyle

Lauren Basmadjian is a Managing Director, Co-Head of Liquid Credit and Head of US Loans & Structured Credit within Carlyle’s Global Credit platform. She is based in New York and sits on the Investment Committees for all of Carlyle's US Loan and CLO investing activities.

Ms. Basmadjian joined the Carlyle Group in 2020 after 19 years at Octagon Credit Investors, where she was a Senior Portfolio Manager and member of the Investment Committee. Prior to becoming a Portfolio Manager, Ms. Basmadjian managed Octagon's workout efforts and also oversaw the leisure & entertainment, retail, consumer products, business services, food & beverage and technology industries. Before joining Octagon, Ms. Basmadjian worked in the Acquisition Finance Group at Chase Securities, Inc.

She graduated Cum Laude from the Stern School of Business at New York University with a B.S. in Finance and Economics.

Scott A. Cullerton, Managing Director – KKR Credit

Scott Cullerton (San Francisco) joined KKR in 2008 and is a Managing Director of KKR, focusing on both private debt origination and capital markets solutions for financial sponsors and corporate clients.

Prior to joining KKR, Mr. Cullerton was a founding member of Morgan Stanley’s private equity group and was principally responsible for deal execution. Previously, he specialized in leveraged finance for the financial sponsors group at Morgan Stanley. Mr. Cullerton started his career in the US Navy where he was a Special Boat Team Detachment Commander.

Mr. Cullerton holds an M.B.A. from Harvard Business School and a B.S. in Electrical Engineering and Economics from Duke University. He is a leader of KKR’s Vets@Work initiative and is a board trustee at Marin Montessori School.

Jeffrey Rabel, Managing Director – Intermediate Capital Group plc

Jeff joined ICG in 2015 and is a Managing Director in the Private Debt team with responsibility for originating, executing and monitoring investments.

Prior to joining ICG, Jeff was a Managing Director in the Barclays Global Financial Sponsor Group based in New York where he worked on a variety of transactions including M&A advisory, acquisition financing (leverage finance) and equity across a wide range of industries. Previously he held a similar role at Credit Suisse in their Global Industrial Group, and he was also a CPA with Ernst & Young LLP.

Jeff has BS in Accounting and Economics from Bucknell University where he graduated Magna Cum Laude, and also holds an MBA from the Kellogg School of Management at Northwestern University where he graduated with honours.

Tia Malhotra, Managing Director – Golub Capital

Ms. Malhotra joined Golub Capital in 2011 and is a Managing Director on the Direct Lending team. She is responsible for underwriting, executing and monitoring investments for the Firm.

Prior to joining Golub Capital, Ms. Malhotra worked at Wind Point Partners, where she executed private equity investments in middle market companies. Ms. Malhotra began her career in the Investment Banking division at J.P. Morgan, where she advised clients on mergers and acquisitions as well as debt and equity financings.

Ms. Malhotra earned her double major cum laude and with honors in Mathematical Methods in the Social Sciences and Economics from Northwestern University. She received an MBA from Harvard Business School.

Charlie Riceman, Partner – Varagon Capital Partners

Charlie Riceman is a Partner of Varagon and leads Varagon’s sponsor coverage function. Mr. Riceman has over 20 years of leveraged lending experience across a variety of industries. He has spent his career originating, structuring, underwriting and executing transactions in support of middle market private equity clients.

Prior to joining Varagon, he was a Managing Director at Golub Capital. He holds a B.S. in Operations Management from Villanova University and an M.B.A. from The Fuqua School of Business, Duke University.

Sajal Srivastava, co-Chief Executive Officer and co-Founder – TriplePoint Capital

Mr. Srivastava is the co-founder, and co-Chief Executive Officer of TriplePoint Capital LLC, a Sand Hill Road-based global investment platform which provides customized debt financing, leasing, direct equity investments other complementary solutions to high growth venture capital-backed companies at every stage of their development, and serves as the President and Chief Investment Officer of TriplePoint’s two externally managed business development companies, TriplePoint Private Venture Credit, Inc. and TriplePoint Venture Growth BDC Corp. (NYSE: TPVG). Mr. Srivastava oversees TriplePoint’s day-to-day operations, as well as, its investment analysis, finance, legal, account servicing, capital markets, and portfolio monitoring groups. Mr. Srivastava also leads TriplePoint’s international business segment.

TriplePoint provides unparalleled levels of creativity, flexibility and customer service to serve as the primary debt financing provider for leading venture capital-backed companies in technology and other high growth industries and is the only debt provider focused on meeting the unique needs of high growth venture-backed companies throughout their lifespans. TriplePoint’s portfolio of venture capital-backed companies included and/or includes widely recognized and industry-leading companies, including, among others, Facebook, YouTube,, Beyond Meat, Crowdstrike, Dollar Shave Club, Etsy, Farfetch, Oncomed, Quantumscape, Ring Central, Revolut, Ruckus Wireless, Segway, Shazam, Splunk, Square, and Workday.

Prior to TriplePoint, Mr. Srivastava worked at Comdisco Ventures, where he served as the as head of the Investment and Credit Analyst team. Prior to Comdisco Ventures, Mr. Srivastava was a financial analyst in the technology investment banking group at Prudential Securities working on debt and equity financings, as well as mergers and acquisitions advisory services.

Mr. Srivastava received a Bachelor of Arts degree from Stanford University and a Master of Science degree in Operations Research from Stanford University.

Stephen Wollman, Managing Director – Deutsche Bank

Stephen Wollman is a Managing Director and Head of North American Structuring at Deutsche Bank. His responsibilities span a number of asset classes including Credit, Rates, Foreign Exchange and fund derivatives.

He has spent most of his tenure at DB building out principal lending businesses with an emphasis on private credit, infrastructure, and hard asset lending, as well as providing bespoke financing solutions for alternative investment funds.

Mr. Wollman has also worked at Royal Bank of Scotland and began his career at Morgan Stanley where he structured and traded exotic credit derivatives.

Mr. Wollman holds a BA in Computer Science from Harvard College.

Jamie Brodsky, Partner – Riverstone Credit Partners

Mr. Brodsky is a Partner of Riverstone and Co-head of Riverstone Credit Partners, focused on credit and capital markets activities. He is based in New York.

Since joining Riverstone, Jamie has overseen over $3bn in debt investments in the energy sector made by both Riverstone’s dedicated credit fund and its traditional private equity funds. In addition, Jamie is actively involved in an advisory capacity with all of Riverstone’s portfolio companies with respect to capital structure and access to the capital markets.

Prior to joining Riverstone in 2014, Mr. Brodsky was a Managing Director and head of energy leveraged finance at Nomura Securities International. Prior to Nomura, Mr. Brodsky was an Executive Director at UBS Investment Bank in Leveraged Finance Origination, a group in which he was a founding member. Mr. Brodsky began his career as an analyst at UBS in 2000 and has primarily served as a natural resource-focused leveraged finance professional throughout.

Mr. Brodsky has worked on a number of marquee Riverstone-led deals, including: the $3.6 billion in acquisition financing supporting Fieldwood Energy’s purchase of Apache’s Gulf of Mexico business, $5.5 billion in acquisition financing supporting the buyout of EP Energy from Kinder Morgan and the $545 million bridge loan supporting the buyout of Gibson Energy from Hunting plc.

Mr. Brodsky holds a Bachelor of Arts from Duke University and a Masters in Business Administration from Columbia and London Business Schools through the EMBA Global Program.

Douglas K. Winget, President – Huntington Business Credit

Doug is President of Huntington Business Credit, the Asset Based Lending group of Huntington National Bank. Doug joined Huntington via the acquisition of FirstMerit Bank in August 2016 to lead the combined Asset Based Lending groups, which was rebranded as Huntington Business Credit, HBC, which has grown significantly under his leadership to a national ABL lending group with commitments under management exceeding $4.2B. Doug has over 30+ years in commercial banking, of which the last 27 have been in ABL and the most recent 21 in a management role.

Prior to joining Huntington, Doug founded and led the growth of FirstMerit Bank Business Credit as President and National City Business Credit as the National Manager of Business Development. Prior to NCBC, he was Midwest Regional Manger for PNCBC.

Doug holds an MBA and BSBA in Accounting from the Fisher College of Business at The Ohio State University. Doug also holds a Certified Public Accountant license (non-practicing). He is currently a board member of the Red Cross Cleveland Chapter and previously served as a Board member for the Association of Commercial Growth and the Commercial Finance Association of Cleveland, Ohio.

Andrew Hedlund, Leveraged Loan Correspondent – Refinitiv

Andrew Hedlund is a leveraged loan correspondent at Refinitiv covering private credit. He has reported on the corporate debt market for eight years, including bankruptcy proceedings and the growth of the private credit market.

Before Refinitiv, Andrew worked for several other financial trade publications. Most recently, he served as Americas editor for Private Debt Investor, part of PEI Media. He received a master’s degree in journalism from Northwestern University and bachelor’s degrees in political science and English literature for Arizona State University.

Elizabeth Han, Director of Market Analysis – Refinitiv LPC

Elizabeth is a Director of Market Analysis at LPC where she produces analytical content on the leveraged, CLO and distressed markets. Prior to LPC, Elizabeth held positions in the loan market at Deutsche Bank working with the distressed trading desk, and The Royal Bank of Scotland where she worked on the loan and HY trading desk, covering banks for investment grade, cross over and leveraged deals. She has also worked at Bloomberg, LP where she was responsible for all loan pricing.

Elizabeth earned her bachelor’s degree from The University of Chicago where she majored in Political Science, focusing on international affairs.

Heather Waters Borthwick, Partner – Shearman & Sterling

Heather Waters Borthwick is a partner in the firm’s Bank Finance group in New York.

Heather’s experience includes advising leading financial institutions, commercial and investment banks, direct lenders, private equity firms and corporate borrowers on a broad range of financing matters. These include syndicated and direct lending leveraged acquisition financings (both domestic and cross-border), asset-based financings and investment grade lending transactions, debtor in possession financings and exit financings.

Event information

Refinitiv LPC's Middle Market, Direct Lending & Large Corporate Loans Virtual Conference - Spring 2021

  • Dates and Times

    April 27th : 9:00 AM – 1:30 PM EST
    April 28th : 11:00 AM – 1:30 PM EST
  • Location

  • Topic

    Large Corporate, Middle Market and Direct Lending
  • Price


  • Click here to watch on-demand recording.