2017 Wells Fargo Investment Thought Leadership Forum
December 6 - 7, 2017, The Plaza Hotel , New York, New York
Conference Coordinators: Deirdre Gilfeather (212) 214-5441; Julie Hazel (1x1s) (704) 715-7800
Wells Fargo Securities Research, Economics & Strategy

The 2017 Wells Fargo Securities
Investment Thought Leadership Forum

Please join us December 6-7 in New York City for the Wells Fargo Securities Investment Thought Leadership Forum.

The event remains one of the market most exclusive investment forums hosting over 1,000 of the world's largest public and private investors. The best in class content and world class keynotes are designed to cut across asset classes (equity, debt, and structured products) to provide  all investors a widened perspective to make better investment decisions.

This event does fill early, so please register as soon as possible.

Throughout the event, leaders from the highest-regarded financial and investment firms interact with the most experienced private LPs, public investors, and leading family offices to better understand broader market opportunities as well as the challenges each face.

Notable speakers & panelists for the 2017 Forum include (in alphabetical order):

Michael Arougheti, President, Ares Management
Mike Bloomberg, Founder, Bloomberg LP and Bloomberg Philanthropies, and 108th Mayor of NYC
Leon Black, Chairman and CEO, Apollo Global
David Bonderman, Founding Partner, TPG
Pete Briger, Principal and Co-Chairman, Fortress
Lee Cooperman, Chairman & CEO, Omega Advisors
Jamie Dimon, CEO, J.P. Morgan
Mary Katherine Dubose, Co-Head Asset Backed Finance, Wells Fargo Securities
Josh Easterly, Co-CEO, TPG Specialty Lending
Ted Eliopoulos, CIO, CalPERs
Rob Engel, Co-Head, Wells Fargo Securities
Larry Fink, Chairman and CEO, BlackRock
Tom Finke, Chairman and CEO, Barings
Josh Friedman, Founding Partner, Co-Chairman, and Co-CEO, Canyon Capital Advisors
Don Garber, Commissioner, Major League Soccer
David Golub, President, Golub Capital
Bennett Goodman, Co-Founder, GSO Capital Partners
Joel Holsinger, Partner, Managing Director, Fortress Investment Group
David Kowach, President and Head, Wells Fargo Advisors
Robert Kraft, Chairman & CEO, The Kraft Group
Henry Kravis, Co-Founder, Kohlberg, Kravis, and Roberts
Marc Lasry, Co-Founder, Chairman & CEO, Avenue Capital
Edgar Lee, Managing Director, Oaktree Capital Management
Mike Mayo, Head of US Bank Research, Wells Fargo Securities
Mike Patterson, Partner, HPS Investment Partners
Perry Pelos, SEVP, Wholesale Banking, Wells Fargo & Co.
Ramona Persaud, Portfolio Manager, Fidelity
David H. Petraeus, Member, Chairman, KKR Global Institute
Howard Marks, Co-Chairman and Co-Founder, Oaktree Capital Management
Christopher McDonough, Director, State of New Jersey Division of Investment
Rajeev Misra, Head of Vision Fund, Softbank Group
Kristi Mitchem, CEO and Head, Wells Fargo Asset Management
Tony Ressler, Co-Founder, Chairman and Chief Executive Officer, Ares Management L.P.
Diane Schumaker Krieg, Global Head of Research, Wells Fargo Securities  
Tim Sloan, CEO and President, Wells Fargo & Co.
Jim Steiner, President, Abbot Downing
Bob Vorlop, Head of Products and Advice, Wells Fargo Advisors
Jonathan Weiss, Senior Executive Vice President Wealth, Brokerage & Retirement, Wells Fargo
Jim Zelter, Managing Director, Apollo
Nathanial Zilkha, Global Head of Credit, KKR

*Note: This list is expected to expand as the event approaches.

Moreover, this globally minded investment event is supported and executed by several divisions within Wells Fargo including: Abbot Downing, Wells Fargo Advisors, Wells Fargo Private Bank, WFS BDC / Private Credit Research, WFS Asset Backed Finance, and the WFS Financial Services Research Team.

Wed. Dec. 6 - The "Breakout" Day

Private Credit/BDC Presentations and One-on-Ones

8:00 a.m. - 4:00 p.m.

Private credit / direct lending managers will have the opportunity to present to forum attendees.  Also, limited partners and buy side managers may also request private meetings with managers in one-on-one and/or small group format. 

This space draws the entirety of the direct lending / private credit marketplace. 

Please submit one-on-one requests when registering online, or contact your Wells Fargo Securities representative.

Private Credit/Direct Lending Institutional Investor Peer-to-Peer Summit

11:00 a.m. - 3:00 p.m.

This exclusive, invitation-only summit hosts large institutional  pension, SWF, and insurance LPs for a high level "peer-to-peer discussion on private credit investment trends and best practices.

Key questions answered at this summit include:

キ         "How are top LPs looking at private credit exposure?"
キ         "What is the current state of the public/private lending markets?"
キ         "What are the risks and best practices in leveraging an SMA?"
キ         "How do we know if a manager really has good credit doc/underwriting?"

These questions and many more will be answered in a no-holds barred conversation with investors, select managers, and Wells Fargo professionals.

This is the event no private credit LP will want to miss. For private LPs to register to this event please contact jonathan.bock@wellsfargo.com 

The Abbot Downing Investment Symposium

8:00 a.m. ・3:00 p.m.

This invitation-only event will present and explore distinctive investment opportunities in an exclusive setting for individuals, families, family offices, foundations, and endowments.

Please note that attendance at the Abbot Downing Investment Symposium requires a separate invitation.

View the agenda for December 6th.

Thu. Dec. 7 - The Wells Fargo Investment Thought Leadership Forum

7:30 a.m. - Registration and breakfast

8:00 a.m. - 4:30 p.m. - Presentations and panel discussions

Please click here for the December 7 agenda


Register to attend by Friday, December 1

Register Now

Reserve your hotel room by Tue., Nov. 14

Hotel Location
The Plaza
768 Fifth Avenue
New York, NY 10019

Rate: $665 per night on a space available basis.

Room block expires Tuesday, Nov. 14

Reference: Wells Fargo

Key dates
Nov 6:
One-on-one requests due

Nov 13:
Companies to receive one-on-one schedules

Nov 20:
Investors to receive one-on-one schedules


Contact information

General inquiries
Deirdre Gilfeather