Credit Frontiers Replay

Private credit's eclipse moment - highlight sessions from New York & London

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How do you price risk when the rules keep changing? That question framed Moody’s Credit Frontiers - New York on 23 April, London on 29 April - where senior market participants joined Moody’s analysts to challenge assumptions around scale, structure, oversight and cycle dynamics in private credit.

New York · 23 April

London · 29 April

CEO spotlight: Where private credit goes next — Jon Gray, Blackstone

Global capital flows are shifting as private credit becomes a cornerstone of finance. What’s next? How will macro trends, market convergence, and risk dynamics shape strategies for the years ahead?

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Marc Pinto Managing Director, Global Head of Private Credit, Moody's Ratings
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Jon Gray President & COO, Blackstone

Scaling private credit — PIMCO, Apollo & DigitalBridge

Is private credit growing, or just concentrating? The panel unpacks why fewer, larger deals may be creating hidden correlation risk.

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Jian (Jay) Hu Managing Director, Head of Americas Corporate Structured Finance, Moody's Ratings
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Ben Ensminger-Law Managing Director & Portfolio Manager, PIMCO
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Mike Paniwozik Partner, Global Head of Structured Credit Investing, Apollo
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Marc Ganzi Chief Executive Officer, DigitalBridge

Market pulse: illiquidity, transparency and systemic risk

Leverage at the asset level. Leverage at the fund level. Leverage at the LP level. How much is too much, and does anyone have the full picture?

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Megan Fox Associate Managing Director, Financial Institutions, Moody's Ratings
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Eric W. Partlan Chief Investment Officer, Massachusetts Mutual Life Insurance Company
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Chris Condelles Chief Strategy & Corporate Development Officer, Future Standard

Moody’s view: defaults, recoveries and the new risk equation

Loan defaults are outpacing high yield bonds. The risk didn't appear overnight. Did the market price that in?

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Jim Hempstead Managing Director, Global Project & Infrastructure Finance, Moody's Ratings
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David Hamilton Managing Director, Head of Asset Management Research, Moody's
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Dr. Atsi Sheth Chief Credit Officer, Head of Credit Strategy & Standards, Moody's Ratings
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Lyuba Petrova Managing Director - Global Head of Leveraged Finance, Moody's Ratings

Europe’s private credit inflection point — Apollo & Arcmont

Europe now captures nearly half of global private credit fundraising. But is the continent ready for what comes next - retail capital, mega-deals and a banking system stepping aside?

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Antonello Aquino Managing Director, Global Co-Head of Insurance, Global Head of Funds and Asset Mgmt, EMEA Private Credit, Moody's Ratings
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Mattis Poetter Partner and CIO, Arcmont
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Robert Seminara Partner and Head of Europe, Apollo

Ecosystem shifts in corporate lending — JPMorgan & L&G

Private credit is reshaping who lends, who holds risk and who owns the relationship. The panel unpacks whether the system can handle a turn in the cycle.

Rewriting the rules: banks and insurers in private credit’s next chapter [series]

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Yasemin Saltuk Lamy Head of Investment Strategy, L&G
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Lyuba Petrova Managing Director - Global Head of Leveraged Finance, Moody's Ratings
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Torben Cattley Executive Director, Head of Direct Lending Europe, JPMorgan

Regulatory blind spots and system resilience — ECB & Bank of England

It was built in a low-rate world and hasn't been tested at scale. Regulators aren't sounding the alarm, but they want the industry to prove it can handle what's coming.

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Nick Miller Managing Director, Global Regulatory Affairs, Moody's
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Cornelia Holthausen Director General Macroprudential Policy and Financial Stability, European Central Bank
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Nathanaël Benjamin Executive Director, Financial Stability Strategy and Risk, Bank of England
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