The health of credit markets is seen as a reliable indicator of the overall health of the financial system. As we enter a shifting credit cycle, interest rates are set to stay higher for longer. It will be the best of times and the worst of times for investors and managers alike. With a debt crisis brewing in the horizon, where are investors seeing signs of stress and distress? Who will emerge triumphant? And how will the direction of the credit market impact the rest of the capital markets?

Please note that there will be priority admission to this session for those with reserved seats. General admission will begin at 12:20 pm.

Opening Remarks

Conrad Kiechel

Executive Director, Global Programming and Events, Milken Institute

Moderator

Nicos Mashias

Partner and Director, Client Services, Albourne Partners MENA

Speakers

Lawrence Golub

CEO, Golub Capital

Stephen J. Ketchum

CEO and Chief Investment Officer, Sound Point Capital

Drew McKnight

Co-CEO, Fortress Investment Group

Giuseppe Naglieri

Partner and Co-Chief Investment Officer, Värde Partners

Maggie Switek

Director, Research, Milken Institute