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.
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 firstname.lastname@example.org
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.
Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including
Wells Fargo Securities, LLC. a member of NYSE, FINRA, NFA and SIPC, Wells Fargo Institutional Securities, LLC, a member of FINRA and SIPC, and Wells Fargo
Bank, National Association. Wells Fargo Securities, LLC carries and provides clearing services for Wells Fargo Institutional Securities, LLC customer accounts.