Private Credit US

Apollo Global Management, LLC (NYSE:APO) (together with its consolidated subsidiaries, "Apollo") is one of the world's leading alternative investment managers. Since 1990, Apollo's rigorous, value-oriented approach has sought to create uncommon opportunities for investors to achieve attractive risk-adjusted results through market cycles. Apollo takes many paths to value, operating as one integrated global platform with approximately $312 billion of assets under management as of June 30, 2019 in private equity, credit and real assets

CIBC Asset Management (CIBC AM) has more than 5 decades of experience managing portfolios for institutional clients both in North America, as well as Asia, Europe and Australia. In the US specifically, we have approximately $4B in AUM with several institutional plans including a top 3 US public pension plan and a top 10 corporate DB plan, both invested in our flagship liquid alternative,  further demonstrating that we bring unique capabilities to bear to our clients.  We are fortunate to combine the flexibility and focus of a boutique firm with the robustness and resources of a large financial institution. Our investment capabilities include fixed income, equities, multi-asset and currency management, both domestic and globally focused.

CIBC has established itself as a leader in the carbon management ecosystem through early investments and strategic initiatives. As a founding member of Carbonplace, a global carbon credit transaction platform, and host of the CIBC Carbon Summit — one of the few events in North America connecting developers, policy makers, and investors to address challenges in scaling carbon reduction and removal solutions — we have established a leading network in this space. This expertise and industry connectedness uniquely positions CIBC AM to add value for institutional investors and stakeholders and accelerate a critical industry supporting the climate transition with our Carbon Solutions Private Debt strategy.

Jefferies Credit Partners is a seasoned and established private credit manager, investing on behalf of a global network of investors. We aim to deliver attractive risk-adjusted returns for our investors and create value for our private equity sponsor clients and their portfolio companies. Jefferies Credit Partners benefits from a highly integrated sourcing model through its affiliation with Jefferies’ global investment banking platform. This strategic alignment provides proprietary access to a broad pipeline of private credit opportunities across sectors and geographies.  Our platform offers investment opportunities across a range of products including funds, CLOs, and separately managed accounts.

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate, and hedge funds—on behalf of institutions, advisors, and individual investors globally. With offices in 26 countries, Neuberger Berman’s diverse team has over 2,800 professionals. For 10 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). The firm manages $538 billion in client assets as of June 30, 2025. For more information, please visit our website at www.nb.com.

Headquartered in New York, Prospect was founded in 1988 and is a ~$10 billion private debt and real estate manager that has pioneered the private debt industry. Prospect’s primary investment offerings include Lower Middle-Market Direct Lending and Multifamily Real Estate Debt. Prospect is a leader in U.S. middle-market direct lending (public BDC, PSEC, founded in 2004) and has invested nearly $15 billion across 446 investments, resulting in a ~12% IRR through its flagship BDC (PSEC). Prospect also has an extensive multifamily real estate track record and has deployed over $3.5 billion across 85 different value-add equity investments, resulting in a ~25% IRR. Prospect’s real estate business has focused on real estate debt over the last few years, specifically preferred equity to start, and the firm has been investing out of its newly launched open-ended real estate debt fund in this arena.

9fin is the faster, smarter way to find intelligence on leveraged credit. Our AI-powered data and analytics platform centralises everything needed to analyse a credit, or win a mandate, in one place. Nearly 200 of the biggest names in debt capital markets — including the top 10 investment banks, leading law firms, advisers, and asset managers with a combined total of over $17trn AUM — rely on 9fin to stay ahead, save time, and win new business. Founded in 2016, 9fin has grown globally with offices in London, New York, and Belfast, and has raised over $87m total funding to date.   

Balbec Capital targets subsets of the asset-based private credit market in the US and Western Europe. Founded in 2010, the firm invests in residential mortgage loans across all stages of performance, mortgage servicing rights, select consumer loans, lower middle market commercial mortgage debt, and related credit assets. Balbec has grown to $8B in AUM and over $19B in platform assets and has deployed over $28B since inception. The firm leverages a comparative advantage in sourcing, captive asset management, proprietary technology, and capital markets to seek to capture the illiquidity premium from repeatably aggregating smaller portfolios (typical investments <$5M) often with limited institutional competition.

Berkshire Global Advisors has been a trusted leader in M&A and strategic advisory services in the financial services industry for over 40 years. As an independent, employee-owned investment bank, we specialize in wealth management, investment management, private markets, fintech, and related sectors.

Our depth of experience and client-first approach ensure tailored strategies aligned with our clients' growth, strategic, and liquidity objectives. With over 575 successful transactions, we leverage deep market knowledge to foster innovative and lasting partnerships.

Our private markets advisory practice focuses on financing and strategic transactions across private equity, credit, real estate and infrastructure GPs, where we help firms with capital solutions to solve for GP financing needs, secondary liquidity, succession planning, continuation vehicles and other solutions to optimize platform execution.  

Gramercy is a dedicated emerging markets investment manager headquartered in Greenwich, Connecticut with offices around the global. The firm, founded in 1998,
seeks to provide investors with a better approach to emerging markets, delivering attractive risk-adjusted returns supported by a transparent and robust institutional platform. Gramercy offers alternative and long-only strategies across emerging markets asset classes including multi-asset, private credit, public credit, and special situations. Gramercy is a Registered Investment Adviser with the SEC.

Indus Valley Partners (IVP) is a leading global provider of enterprise-wide technology solutions, consulting, and digital-first managed services to 220+ top fund managers on the buy side. Founded in 2000, IVP has been driving Finance Forward for over two decades, empowering firms to evolve, transform, and scale. With a team of more than 1,100+ professionals across five time zones and approximately $5.5 trillion of global AUM managed using its technology, IVP enables hedge funds, asset managers, private funds, and others to unlock the value embedded in portfolio, counterparty, and market data. As a trusted thinking partner, IVP helps clients rethink operations, develop innovative platforms, and push the boundaries of what's possible in finance. For more information, visit www.indusvalleypartners.com

Kartesia is a pan-European multi-strategy private credit manager focused on the European lower mid-market.  The firm provides tailor-made, long-term liquidity and credit solutions to lower mid-market corporates.  It also offers asset backed financing to companies requiring equipment financing on a sale and leaseback basis in the logistics, transportation and aviation space.

Parkview Financial is an alternative investment manager specializing in commercial real estate credit in the U.S. Over its 15-year history, Parkview has successfully executed more than $4 billion in short-term bridge and construction first-lien financing across 200 loans. The firm is active in major U.S. markets and is primarily focused on middle-market loans for the development, acquisition, renovation or refinancing of multifamily, single family residential, industrial, retail and mixed-use projects.

Headquartered in Los Angeles with offices in New York and Las Vegas, Parkview has grown exponentially since its founding in 2009 by CEO Paul Rahimian. Driven by its team of seasoned in-house experts across originations, underwriting and construction, the firm has earned a reputation for its ability to provide swift, creative financing solutions to borrowers and certainty of execution for even the most complex projects.

Pursuit Funds is an employee-owned alternative asset manager dedicated to giving sophisticated access to unique private debt opportunities that traditional asset managers often overlook. We focus on niche markets with limited competition from other capital providers due to complexity, capacity or cost.

By targeting areas defined by capital scarcity, we aim to deliver uncorrelated investments and asymmetric risk-adjusted return potential for our clients.

SLR Capital Partners, LLC is an independent alternative asset manager focused on the direct lending of senior secured financing to U.S. middle-market companies. SLR has evolved from its bedrock as a cash flow lender to sponsor-owned businesses at inception in 2006 into a diversified commercial finance solutions provider that also includes asset-based lending and specialty finance. SLR manages over $13 billion of potential investable capital across exchange-listed & private BDCs, private credit funds, and SMAs.

At State Street Investment Management, we have been helping create better outcomes for institutions, financial intermediaries, and investors for nearly half a century. Starting with our early innovations in indexing and ETFs, our rigorous approach continues to be driven by market-tested expertise and a relentless commitment to those we serve. With over $5 trillion in assets managed*, clients in over 60 countries, and a global network of strategic partners, we use our scale to deliver a comprehensive and  cost-effective suite of investment solutions that help investors get wherever they want to go.

*This figure is presented as of September 30, 2025 and includes ETF AUM of $1,848.02 billion USD of which approximately $144.95 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC

 (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Investment Management are affiliated. Please note all AUM is unaudited.

Arrow is a leading European specialist in middle market asset-backed credit and real estate with approximately €10 billion in AUM. Arrow’s key differentiator is its on-the-ground sourcing network: it owns 24 local debt servicing, lending and real estate management platforms across 8 European countries. In aggregate, these platforms manage over €100 billion of assets on behalf of banks and third-party asset managers, creating a “walled garden” of granular, off-market opportunities for its commingled funds.

CBIZ, Inc. (NYSE:CBZ) is a publicly traded, leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance and technology, CBIZ delivers forward-thinking insights and actionable solutions to help you anticipate next steps and ac-celerate growth. We help your organization navigate challenges, turn risk into opportunity and drive sustainable, long-term excellence — where you are today and wherever you want to grow. Our 10,000+ team members across 160+ locations in 22 major markets provide top-tier industry expertise with local delivery, relationships and support.

Built specifically for rising, uncertain market environments, RMWC’s short-term, low loan-to-value, floating rate, primarily senior secured exposures are specifically designed to perform well in current market conditions. Coleman Andrews, Cofounding Partner of Bain Capital, and Steven Fischler, a veteran of the 2008-2011 Lehman real estate recoveries, lead RMWC’s team of 13 professionals. By emphasizing capital preservation under all circumstances, over the past 11+ years RMWC averaged realized annual loan losses of 1 basis point. RMWC’s Fund IV has generated 12.5% net annual returns for 8 + quarters and has recently launched its new Evergreen Fund, which is targeting similar net annualized returns of 11-13% with REIT-based tax advantages.

Arena Investors, a subsidiary of Arena Investor Group holdings, is an institutional asset manager founded in partnership with The Westaim Corporation (TSXV: WED). With approximately $3.5 billion of invested and committed assets under management as of December 31, 2024, and a team of over 180 employees in offices globally, Arena provides creative solutions for those seeking capital across all corporate, real estate, and structured finance investment areas, at all levels of the capital structure, and in all developed markets, alongside operational capabilities to manage and improve businesses.  The firm brings individuals with decades of experience, a track record of comfort with complexity, the ability to deliver within time constraints, and the flexibility to engage in transactions and business operations that cannot be addressed by banks and other conventional financial institutions. See https://www.arenaco.com/ for more information.

Carta is transforming how private capital operates. We connect founders, investors, and limited partners through software purpose-built for private capital. Trusted by 50,000+ companies in 160 countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 8,500+ funds and SPVs, representing nearly $182B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure.

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. As a custodian, our decades of experience in alternative assets positions investment sponsors, advisers, and investors to capitalize on emerging market trends and unique opportunities. From alternative assets such as private equity and real estate to traditional assets, we collaborate with you to find the right solution for your custody needs.

JGB Management Inc. (“JGB”) founded by Brett Cohen in 2005, is an alternative asset management firm focused on investing in niche credit-oriented situations.  JGB specializes in privately negotiated investments.  The team looks to minimize loss of capital through a rigorous credit process.

Kaufman Rossin Alternative Investment Services provides comprehensive support to hedge funds, private equity, family offices, and other alternative investment vehicles. Our experienced team—including former regulators and fund executives—delivers tailored audit, tax, compliance, and advisory services. We help clients stay ahead of complex regulations, cybersecurity risks, and tax challenges, so they can focus on growth. With global reach and deep industry insight, we’re your trusted partner in fund administration. Learn more at kaufmanrossinAIS.com.

CFA Society Stamford is the leading forum for the investment community covering both Fairfield, CT and Westchester, NY counties. The mission of CFA Society Stamford is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence by providing networking events, continuing education, career resources, and volunteer opportunities for our over 700 members.