Event Calendar
Help for this page My CE Transcript
Hosted by CFA Tampa Bay

Opportunities in Private Credit


Join CFA Society Tampa Bay and CAIA Miami for a panel discussion on Thursday, September 19th. This event brings together leading industry practitioners to discuss opportunities in private credit.

Topics will include:

  • Why are investors allocating to private credit?
  • How can investors gain exposure to the asset class?
  • What opportunities exist in
          corporate lending and beyond?
  • How is private equity related to private credit?
  • What macroeconomic factors should be considered?

    • 5:30 pm - Registration/Networking/Cocktails and Hors d'oeuvres
      6:15 pm - Welcome Remarks
      6:20 pm - Panel Discussion
      7:20 pm - Closing Receptions
      8:00 pm - Evening Concludes

Thursday, September 19, 2019
5:00 PM - 7:30 PM

Location

Palma Ceia Golf & Country Club
1601 S MacDill Ave
Tampa   FL   33629
( 81)325-3 ext 3101
 
Website for Location



Pay now at our secure PayPal payment area where you can pay by credit card, debit card or PayPal account


Non-Member Fee: $45

Speaker Profiles

 


Kenneth J. Kencel
President and CEO
Churchill Asset Management

Ken J. Kencel serves as President & CEO of Churchill Asset Management. Throughout his over 30-year career Mr. Kencel has accrued a broad range of experience in leading middle market financing businesses. Previously, he was President and a Director of Carlyle GMS Finance (Carlyle’s publicly traded business development company); founded and was President and CEO of Churchill Financial; and served as Head of Leveraged Finance for Royal Bank of Canada as well as Head of Indosuez Capital—a leading middle market merchant banking and asset management business. Mr. Kencel also helped to found high yield finance businesses at both Chase Securities (now JP Morgan) and SBC Warburg (now UBS). Mr. Kencel serves on the Pension Investment Advisory Committee for the Archdiocese of New York. He is on the Board of Trustees at Canisius High School and is also a member of the Finance and Investment Committees. Mr. Kencel is a guest lecturer at Boston University Questrom School of Business and a former member of the Board of Advisors and Adjunct Professor at the McDonough School of Business at Georgetown University. He earned his B.S. in Business Administration, magna cum laude, from Georgetown University and his J.D. from Northwestern University School of Law.




Kenneth Souza
Director of Foundation Investments
University of South Florida Foundation

Ken Souza joined the USF Foundation in December of 2008. He had previously worked for the asset management arm of Fidelity Investments and in insurance portfolio investing for New York Life. As the Foundation’s investment director, he oversees over $600 million in endowment and operating pool assets. This role includes leading investment initiatives, coordinating research with the Foundation’s investment consultant, conducting due diligence on current and prospective managers, and reporting to the Foundation’s Investment Committee. Ken graduated from Merrimack College in 2000 and obtained an MBA from Suffolk University in 2005. Ken also serves on the advisory board for the Student Managed Investment Fund in the USF Muma College of Business and is an investment committee member for the Hillsborough Education Foundation and the Tampa Bay History Center Foundation.




Patrick Stutz, CFA, CAIA
Bayshore Capital Advisors, LLC

Patrick Stutz is the Chief Investment Officer of Bayshore Capital Ltd., based in London. Patrick advises the firm’s investment committee and is responsible for investment research and sourcing. Patrick has over 20 years of global investment experience across asset classes. Prior to joining Bayshore in 2013, he was a portfolio manager for Ivory Capital, an alternative investment firm. He served as a manager of alternative strategies for RMF/Man Investments in New York from 2003 to 2010. Patrick started his career at Swiss-based Vontobel Group, where he served in several roles within the investment banking and asset management divisions. He graduated magna cum laude from the University of Zurich, where he earned a Master of Arts USZ. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CFA Society United Kingdom as well as the New York Society of Security Analysts, Inc.




Paul Watson
Senior Managing Director - Global Head of Fund Investments
Third Lake Partners

Mr. Watson is Senior Managing Director of Third Lake Partners. He has 25 years of experience in the financial services industry. Prior to joining Third Lake, Mr. Watson was Managing Director at Bayshore Capital Advisors, a Tampa, Florida based investment management firm. He was co-Portfolio Manager of the BCA Alternative Income Fund, LP, a private credit multi-manager strategy and 2015 HFM performance award winner. Previously, Mr. Watson served as COO of an economic think tank that studied federal, state and local government fiscal issues and produced the bestselling book, Unsustainable. He also spent 11 years as senior financial analyst at Clearwater Funds, Inc., a group of hedge funds co-founded by Paul Tudor Jones. He began his career in New York in the financial services division of Arthur Andersen LLP auditing hedge funds and investment companies. Mr. Watson served as Treasurer and CFO for the 2012 Republican National Convention in Tampa, Florida. He was raised in Ireland, attended St. John’s University on a golf scholarship and graduated Magna Cum Laude in December 1992 with a Bachelor of Science degree in Accounting.



Registration Fee
 
Non-Member
$45.00
Through  September 19 $45.00