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A bespoke report produced in partnership with Voya Investment Management. The Alternative Credit Strategies, North America 2018 report examines the changing attitudes of North American institutional asset owners towards private market investments and smart beta investing approaches.

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Carving a niche into institutional portfolios

1. ROUNDTABLE: What aspects of current market conditions are driving investors towards alternative credit?

Moderator:

David Grana, Report Publisher, Clear Path Analysis

Proposed Contributors:

Brad Smith, Partner, New England Pension Consultants (NEPC)

2. INTERVIEW: Is it too late in the credit cycle to consider investing in alternative credit?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Proposed Interviewees:

Bob Jacksha, Chief Investment Officer, New Mexico Educational Retirement Board

3. ROUNDTABLE: What are some of the areas of concern in in the alternative credit space?

Moderator:

David Grana, Report Publisher, Clear Path Analysis

Proposed Contributors:

Leighton Shantz, Director of Fixed Income, Employees Retirement System of Texas

4. INTERVIEW: Why has the senior loan market become so appealing for institutional investors?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Proposed Interviewees:

Tim Barrett, Chief Investment Officer, Texas Tech University

5. INTERVIEW: How does investment grade private credit differ from the rest of the market?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Proposed Interviewees:

Virginia L. O’Kelley, Vice President, Private Credit, Voya Investment Management

6. INTERVIEW: Where is the private market headed?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

Jiri Krol, Deputy Chief Executive Officer, Alternative Investment Management Association (AIMA)

Leighton Shantz

Director of Fixed Income, Employees ReBrement System of Texas

Tim Barrett

Chief Investment Officer, Texas Tech University

Rip Reeves

Chief Investment Officer, AEGIS Insurance

Aoifinn Devitt

Chief Investment Officer, Policemen’s Annuity and Benefit Fund of Chicago

Brad Smith

Partner, New England Pension Consultants (NEPC)

Bob  Jacksha

Chief Investment Officer New Mexico EducaBonal ReBrement Board

Virginia L. O’Kelley

Vice President, Private Credit Voya Investment Management LLC

Jiri Krol

Deputy Chief Executive Officer, Alternative Investment Management Association (AIMA)

Voya Investment Management (Voya IM) is a leading active asset management firm. As of September 30, 2017, Voya IM manages approximately $230 billion* for affiliated and external institutions as well as individual investors. Drawing on over 40 years of experience and an ongoing commitment to reliable investing, Voya IM has the resources and expertise to help long-term investors achieve strong investment results.


*Voya IM assets of $230 billion include proprietary insurance general account assets of $91 billion calculated on a market value basis. Voya IM assets, as reported in Voya Financial, Inc. SEC filings, include general account assets valued on a statutory book value basis and total approximately $222 billion.

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

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Opal Group produces leading institutional investment conferences throughout North America and Europe. These events are designed for High-Net- Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Family Offices, Foundations, Taft-Hartley Funds, Financial Planning Firms, 401 (k) Plans, Investment Consultancies, Hedge Funds, Investment Banks, Brokerage Firms, Law Firms and Accounting Firms.

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 5000 members, including pension funds, asset owners, investment managers and investment consultants.