The 2026 Private Credit Technology Summit

8:00 am     Registration & Networking Breakfast

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9:00am.     Welcome 

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9:05 am      
‍Opening Presentation: Research on The Infrastructure Gap

Private credit has grown faster than its infrastructure.
Where does the market stand?

Marc Andrew, Founder, The Private Markets Forum

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9:25 am
Presentation: Research Update: The State of Private Credit Technology

• John Markell, Managing Partner, Armentum Partners
• Kevin Hsu, Co-Founder, Lumonic

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9:40 am

Panel 1:          Architecting Credit Platforms for Scale

Most credit technology was built to solve specific problems. Origination, monitoring, compliance, reporting: separate systems, separate data. As platforms grow, integration becomes the constraint. This panel explores how firms are connecting the stack to support the next phase of growth.

• Vijay Kasarabada, Chief Information Officer and Head of Technology, Ares
• Jeb Altonaga, Head of Business Development, Private Markets, Arcesium
• Sharad Dutta, Chief Information Officer, Veritas Capital
• Jocelyn Lewis, Vice President, Head of iLEVEL Credit, S&P Global Market Intelligence‍

PANEL CHAIR

‍Tony Chung, Managing Director, Private Equity and Private Credit, Juniper Square

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10:10 am
Fireside Chat:    George Sivulka, CEO & Founder, Hebbia

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10:30 am          Coffee + Conversation

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11:00 am
Panel 2:  Getting Collateral Infrastructure Right

Infrastructure built for sponsor-backed lending won’t cut the demands required as the industry scales into ABF and $20+ trillion of capital. This session will dig into loan tape processing, collateral tracking, and risk models that work across asset types.

• Stu Wall, CEO + Founder, Setpoint
• Michael Shum, CEO, Cascade Debt 
• Valentina Valencia, Founder and CEO, Vaas 

PANEL CHAIR

‍David Haber, General Partner, A16Z

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11:30 am
Fireside Chat:       Building Private Credit’s Information Infrastructure

• Karim Berichi, Executive Director, Head of Private Credit, MSCI

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11:50 am
Panel 3: Building the Data Model for Multi-Strategy Credit

Most credit platforms still run on Excel. No standardized model for deals, borrowers, or portfolio sponsors. That's becoming untenable as firms consolidate across direct lending, ABF, and private equity, and as new investor channels demand more rigorous reporting. This panel explores where current data and operating models break down, and what it takes to build the unified architecture that multi-strategy platforms demand.

• Sravanthi Gutta, Head of Investment Research, Data and AI Technology, Nuveen
• Daniel Liechtenstein, Co-Founder & CEO, Hypercore
• Joey Fodero, Head of Credit Technology, BC Partners
• Jen Press, Chief Strategy Officer, RiskSpan

PANEL CHAIR

Charles Chien, Founder & CEO, Goldslate

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12:20 pm
Panel 4: Where AI is Creating Real Leverage in Private Credit

AI pilots are common. What's actually moving into production? And what should managers be prioritizing? This panel will look at where AI is delivering operational leverage, where it's still experimental, and what best practices are emerging to accelerate adoption.

• Vijay Gudipalli, CEO, Alphastream
• Dhruv Shah, Vice President, Credit Technology, The Carlyle Group‍
• Robert Siegel, Chief Technology Officer, Global Infrastructure Partners - Blackrock

PANEL CHAIR

Matt Schwartz, Partner, U.S. Finance Chair, DLA Piper

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12:50 pm Lunch

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2:00 pm
Panel 5: Building Private Credit’s Transparency Infrastructure 

Private credit was bilateral and confidential. But as the market scales, LPs, regulators, and secondary buyers all want more visibility. This panel explores the infrastructure emerging to meet that demand: data standards, disclosure frameworks, and the platforms connecting market participants.

• James Nadler, President and CEO, KBRA
• Prath Reddy, President, Percent 
• ‍Steve Miller, Managing Director, CreditSights

PANEL CHAIR

Cynthia Sachs, Founding CEO, Versana

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2:35 pm
Fireside Chat:   What are the Impediments to Scale? Building Private Credit’s Next  Market Structure

• Brad Foster, Head of Fixed Income & Private Markets, Bloomberg

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3:00 pm
Panel 6: From Fund NAV to Factor Exposure

Institutional allocators are shifting to total portfolio management. The approach requires factor-based visibility across all holdings, public and private. For private credit, that means LPs need to see inside the fund: borrower financials, sector concentrations, rate sensitivity, and credit quality at the loan level. This panel explores what GPs need to build to serve the next generation of LP reporting demands.

• Amit Gairola, CEO, Daphne
• Jill Kreps, Principal, Technology Solutions and Head of Product Management, Hamilton Lane‍

PANEL CHAIR

‍Harald Collet, Founder & CEO Alkymi

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3:30 pm Fireside : What the Market is Telling You

When deal flow was hot, operational pressure hit origination and onboarding. Now it's shifted: investor communications, post-trade workflows, capital reallocation across strategies. This session explores what the market cycle is revealing about where tech investments actually compound.

• Eliot Hodges, CEO, Anduin‍
• Michelle Vasil, Vice President, IR Operations, Bain Capital

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3:50 pm 
Panel 7: Preparing for Wealth Channel Scale

The wealth opportunity comes with major operational challenges: for example the potential for regular repurchase offers, constant (daily?) valuations, liquidity buffers, regulatory requirements... We’ll explore how to build the operational infra to keep up.

• Shannon Daigh, Executive Director, Global Head of Fixed Income & Middle Office Product, J.P. Morgan
• Jazmin Hogan, Head of Alternative Asset Solutions, 73 Strings

PANEL CHAIR

Bill McMahon, Senior Partner, Credit, Alpha Alternatives

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4:10 pm Panel 8: Building a Connected Credit Platform

Private credit operations were built function by function: origination, underwriting, servicing, reporting. Each got its own system. Now firms need data to flow across the lifecycle without manual handoffs. This panel explores what it takes to move from siloed tools to connected infrastructure. 

• Emma Zhang, Founder, CEO, Pactfi
• Karthik Nandyal, Co-Founder & Co-CEO, Credcore 
• Mark Solovy, Co-Head, Technology Finance Group, Monroe Capital
• Hemal Mehta, CEO, AtomInvest  ‍

PANEL CHAIR

Trevor Cook, Head of Loan Operations, Carta

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‍4:45 pm Agenda Close and Welcome to Afternoon Reception

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‍6:00 PM Conference Close

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