Join us on 15-16 October for Interact, our flagship software and solutions conference for public and private markets, in New York.
Interact provides a unique opportunity to hear experts from across S&P Global and the wider industry, while networking with peers from the investment management, corporate, banking and broader financial community.
This year’s agenda will deliver impactful industry insights through a wide range of sessions, with day one (15 October) dedicated to private markets and day two (16 October) focusing on public markets. You can register for one or both days of the conference.
Moderator: Iyan Adewuya, Head of Product for Enterprise Solutions and Head of Private Markets, S&P Global Market Intelligence Robert Roley, Partner, TPG Brett Hickey, CEO, Star Mountain Capital Sharad Dutta, CTO, Global Credit, Carlyle
9:10 AM
Private Markets in The Era of Scale
Moderator: Iyan Adewuya, Head of Product for Enterprise Solutions and Head of Private Markets, S&P Global Market Intelligence Robert Roley, Partner, TPG Brett Hickey, CEO, Star Mountain Capital Sharad Dutta, CTO, Global Credit, Carlyle
Explore the crucial role of scale in securing a competitive edge in growing private markets. Join industry leaders as they delve into strategies and insights to effectively navigate and excel in this dynamic landscape.
9:50 AM
The Role of Artificial Intelligence in Private Markets
Moderator: Samantha Gibson, Head of Product, Public Markets and Foundational Services, S&P Global Market Intelligence Ben Ellencweig, Senior Partner, McKinsey & Company Frank Tarsillo, Chief Technology Officer, S&P Global Market Intelligence Bill Murphy, Managing Partner, Cresting Wave, and Strategic Advisor, Anduin Tereza Nemessanyi, Director, Venture Capital and Private Equity, Microsoft
9:50 AM
The Role of Artificial Intelligence in Private Markets
Moderator: Samantha Gibson, Head of Product, Public Markets and Foundational Services, S&P Global Market Intelligence Ben Ellencweig, Senior Partner, McKinsey & Company Frank Tarsillo, Chief Technology Officer, S&P Global Market Intelligence Bill Murphy, Managing Partner, Cresting Wave, and Strategic Advisor, Anduin Tereza Nemessanyi, Director, Venture Capital and Private Equity, Microsoft
Explore the transformative impact of artificial intelligence on private markets, including how AI can enhance investment strategies, optimize operations, and uncover new opportunities.
10:30 AM
Networking Break
10:50 AM
The Next Frontier: Redefining the Future Private Markets
Dan Gorlick, Head of iLEVEL Product, S&P Global Market Intelligence
10:50 AM
The Next Frontier: Redefining the Future Private Markets
Dan Gorlick, Head of iLEVEL Product, S&P Global Market Intelligence
Join us as we unveil the latest groundbreaking technologies and innovative features that are set to transform the landscape of private asset management. Discover how these advancements will empower you to monitor and manage private assets with unprecedented scale and efficiency. With assets under management (AUM) reaching an all-time high of $13.1 trillion, and a projected potential of $30 trillion, the private markets landscape is rapidly transforming. In this session, you will discover how the incredible depth and breadth of our solutions, including iLEVEL, Deal Flow, Qval, WSO, CLM Pro, S&P Capital IQ Pro and others, will enable you to achieve investment and operational alpha at scale.
11:20 AM
Harnessing Operational Alpha in Private Markets
Moderator: Chris Sparenberg, Head of iLEVEL, S&P Global Market Intelligence Stuart Mayer, Managing Director (Finance), Insight Partners Alex Stewart, Principal, WestCap Rick Kushel, Co-Founder and Managing Partner, Fintop Capital
11:20 AM
Harnessing Operational Alpha in Private Markets
Moderator: Chris Sparenberg, Head of iLEVEL, S&P Global Market Intelligence Stuart Mayer, Managing Director (Finance), Insight Partners Alex Stewart, Principal, WestCap Rick Kushel, Co-Founder and Managing Partner, Fintop Capital
Learn how to unlock operational alpha through enhanced operational efficiencies, value creation strategies, and performance improvements that drive superior returns in private markets.
12:00 PM
Lunch
1:00 PM
Holistically Thinking About Risk in Private Markets
Moderator: Ruth Yang, Global Head of Private Market Analytics, S&P Global Ratings Frank Fama, Co-Head of Global Credit Research, Cambridge Associates Elisabeth Troni, Managing Director, Fund Manager, CBRE Investment Management Jonathan R. Insull, Chief Investment Officer, Nassau Global Credit Andrea Romano, Managing Director - Credit Financing Solutions, Barclays
1:00 PM
Holistically Thinking About Risk in Private Markets
Moderator: Ruth Yang, Global Head of Private Market Analytics, S&P Global Ratings Frank Fama, Co-Head of Global Credit Research, Cambridge Associates Elisabeth Troni, Managing Director, Fund Manager, CBRE Investment Management Jonathan R. Insull, Chief Investment Officer, Nassau Global Credit Andrea Romano, Managing Director - Credit Financing Solutions, Barclays
Gain insights into comprehensive approaches for assessing and managing credit risk, focusing on integrated frameworks that encompass all aspects of credit analysis in private markets.
James Kwan, Director, Private Markets Commercial Strategy, S&P Global Market Intelligence
David Mesner, Senior Product Owner, Qval, S&P Global Market Intelligence
Joseph Maietta, Senior Manager, Warburg Pincus
Sam O’Neil, Portfolio Analytics, ICONIQ Capital
Delve into the challenges and solutions for effectively monitoring and valuing private equity portfolios. This interactive session will explore best practices for leveraging data and technology, analytics, and operational strategies to enhance portfolio oversight, streamline workflows , and optimize reporting processes at scale. Gain insights into the latest capabilities of tools such as iLEVEL and Qval, including the recent integration with Capital IQ to support peer comparable and benchmark workflows.
2:00 PM
Asset Managers and Investors: Optimizing Your Operating Model for Private Credit
Jocelyn Lewis, Head of Private Credit, S&P Global Market Intelligence
Christina McNamara, Executive Director, Lending Solutions, S&P Global Market Intelligence
Kayla Brock, VP, Maranon Capital
Kevin Schneider, VP, New Mountain Capital
Kris Branam, SVP, Head of Business Technology, Corebridge Financial
Tyler Kamps, Head of Investor Services, Hamilton Lane
2:00 PM
Asset Managers and Investors: Optimizing Your Operating Model for Private Credit
Jocelyn Lewis, Head of Private Credit, S&P Global Market Intelligence
Christina McNamara, Executive Director, Lending Solutions, S&P Global Market Intelligence
Kayla Brock, VP, Maranon Capital
Kevin Schneider, VP, New Mountain Capital
Kris Branam, SVP, Head of Business Technology, Corebridge Financial
Tyler Kamps, Head of Investor Services, Hamilton Lane
As the private credit market continues to flourish, learn more about the operating models that are helping fund managers scale their businesses by alleviating the administrative burden associated with bespoke financing solutions and increased deal volume. Hear the latest thinking on using AI to support your private credit strategy; learn from the experiences of your peers; and find out how we are setting market participants up for success with innovations that support private credit managers, including expanding our iLEVEL/WSO integration, enhancing our WSO Agency platform, launching our Convenant Monitoring Solution, and expanding ClearPar to effectuate trades both privately and electronically.
3:00 PM
Break
3:30 PM
Fireside Chat: Voice of the LP
Moderator: Kevin Guy, Head of Managed Data Services for Private Markets, S&P Global Market Intelligence Neal Prunier, Managing Director, Industry Affairs, ILPA
3:30 PM
Fireside Chat: Voice of the LP
Moderator: Kevin Guy, Head of Managed Data Services for Private Markets, S&P Global Market Intelligence Neal Prunier, Managing Director, Industry Affairs, ILPA
Learn more about the work of the Institutional Limited Partners Association (ILPA), including updates on the path forward following the vacation of the PFA, during this dynamic, interactive discussion. Other topics covered will include approaches for increasing transparency and observations on the evolution of the market from an organization that sits at the crossroads between LPs and GPs.
4:10 PM
Navigating the Future of Private Credit
Moderator: Jocelyn Lewis, Head of Private Credit, S&P Global Market Intelligence Rony Ma, Managing Director, KKR Scott Rosen, Partner, Ares Credit Group Jennifer Cotton, Managing Director, Private Credit, Third Point LLP
4:10 PM
Navigating the Future of Private Credit
Moderator: Jocelyn Lewis, Head of Private Credit, S&P Global Market Intelligence Rony Ma, Managing Director, KKR Scott Rosen, Partner, Ares Credit Group Jennifer Cotton, Managing Director, Private Credit, Third Point LLP
Delve into the dynamic world of private credit, including the unique challenges and promising opportunities this growing sector presents. Our seasoned panelists will explore key issues such as market liquidity, regulatory impacts, and risk management strategies, alongside insights into emerging trends and investment strategies. Gain a deeper understanding of how to navigate the complexities of private credit and capitalize on its potential to drive portfolio growth and stability in an evolving financial landscape.
5:30 PM
Closing Remarks
John LaVecchia, Senior Vice President, Head of Sales, Enterprise Solutions, S&P Global Market Intelligence
5:45 PM
Networking Reception
8:15 AM
Registration
9:00 AM
Opening Remarks
John Barneson, SVP, Global Head of Enterprise Solutions, S&P Global Market Intelligence
9:15 AM
Opening Keynote: Economic Overview
Chris Williamson, Chief Business Economist, S&P Global Market Intelligence
9:45 AM
The Evolution of Capital Markets
Moderator: Carl James, Head of Fixed Income and Municipals, Primary Markets Solutions, S&P Global Market Intelligence Eric Morrow, Chief Operations Officer of Trading, Apollo Global Management Constantinos Antoniades, Chief Operating Officer – International, Trumid Enrico Bruni, Managing Director, Head of Europe and Asia Business, Tradeweb Markets
9:45 AM
The Evolution of Capital Markets
Moderator: Carl James, Head of Fixed Income and Municipals, Primary Markets Solutions, S&P Global Market Intelligence Eric Morrow, Chief Operations Officer of Trading, Apollo Global Management Constantinos Antoniades, Chief Operating Officer – International, Trumid Enrico Bruni, Managing Director, Head of Europe and Asia Business, Tradeweb Markets
Capital market participants are looking to gain a competitive advantage as the role of data and technology continues to evolve across the investment lifecycle. This panel will explore this changing landscape to understand how the rise of data analytics, software and automation changes, regulation, and human behavior are playing a role. The speakers will also share their thoughts on where the industry is heading, so you can make better-informed decisions to get an edge.
10:30 AM
Networking Break
11:00 AM
Fireside Chat: The Changing Dynamics in Public Markets
Moderator: Kelly McGeehan, SVP, Head of Markets, Enterprise Solutions, S&P Global Market Intelligence Jon Herrick, Chief Product Officer, NYSE Group
11:30 AM
Mastering Your Artificial Intelligence Journey: Cutting Through the Hype to Deliver Real Value
Moderator: Madhu Ramu, Head of Product for Software, Enterprise Solutions, S&P Global Market Intelligence Harry Mendell, AI Architect/ AI Co-chair Innovation Roundtable Federal Reserve Bank of New York Argyro (Iro) Tasitsiomi, Head of AI and Data Science, T Rowe Price Ruben Falk, Head of Generative AI & Machine Learning, Capital Markets, AWS Michael Demissie, Head of Applied AI and Practice, BNY
11:30 AM
Mastering Your Artificial Intelligence Journey: Cutting Through the Hype to Deliver Real Value
Moderator: Madhu Ramu, Head of Product for Software, Enterprise Solutions, S&P Global Market Intelligence Harry Mendell, AI Architect/ AI Co-chair Innovation Roundtable Federal Reserve Bank of New York Argyro (Iro) Tasitsiomi, Head of AI and Data Science, T Rowe Price Ruben Falk, Head of Generative AI & Machine Learning, Capital Markets, AWS Michael Demissie, Head of Applied AI and Practice, BNY
AI offers great potential, but how do you distinguish between the hype and what truly delivers? This panel will help you cut through the noise, discuss tangible strategies for implementing AI that drives growth, and track their success—all while staying ahead of evolving regulations and understanding AI’s lasting impact on your company’s future.
12:15 PM
Blurring the Lines Between Public & Private Markets
Moderator: Darren Thomas, Head of Lending Solutions, Enterprise Solutions, S&P Global Market Intelligence Craig Fitt, Managing Director, KKR Bevin Brown, Head of Portfolio Strategy & Management for Private Markets, Liberty Mutual Investments Felix Zhang, Partner, Ares Asset Management Troy Unell, Head of Capital Markets, Antares Capital
12:15 PM
Blurring the Lines Between Public & Private Markets
Moderator: Darren Thomas, Head of Lending Solutions, Enterprise Solutions, S&P Global Market Intelligence Craig Fitt, Managing Director, KKR Bevin Brown, Head of Portfolio Strategy & Management for Private Markets, Liberty Mutual Investments Felix Zhang, Partner, Ares Asset Management Troy Unell, Head of Capital Markets, Antares Capital
Public capital markets have been a key cornerstone of the investment landscape, offering investors access to liquidity, large pools of capital, and a diverse shareholder base. In the past, raising large amounts of money meant going public; however, in the last decade, capital formation has shifted, with private markets taking on an increasingly large role.
1:00 PM
Lunch
2:30 PM
Intangible Alpha
Moderator: Lansing Gatrell, Head of Research Sales and Trading, S&P Global Market Intelligence
Mark Pellegrino, CEO, CorpAxe
Steven Moreno, Director Global Research and Data Services, Capital Group
Kristin Oeste, Head of Americas Corporate Access, Jefferies
Lynn Tyson, Executive Director, Investor Relations, Ford Motor Company
2:30 PM
Intangible Alpha
Moderator: Lansing Gatrell, Head of Research Sales and Trading, S&P Global Market Intelligence
Mark Pellegrino, CEO, CorpAxe
Steven Moreno, Director Global Research and Data Services, Capital Group
Kristin Oeste, Head of Americas Corporate Access, Jefferies
Lynn Tyson, Executive Director, Investor Relations, Ford Motor Company
Automation, data analytics, and algorithms have transformed the quantitative side of trading decision. Our panel will explore how investors are leveraging research and direct access to corporate management to inform investment decisions and generate alpha while also addressing how providers of corporate access at banks and corporate issuers are navigating the new landscape and cutting through market ‘noise’.
2:30 PM
Transform and Streamline your Investment Operations
Participate in thought leadership panels and interactive discussions on topics including fund management technology, sustainable investment data, private credit operations, data management and outsourcing.
Network, exchange insights, and establish new relationships with peers and industry leaders in portfolio monitoring, technology, data and operations roles.
Learn more about the strategy and roadmap for our software solutions and get insight into the latest innovations born from the merger between IHS Markit and S&P Global.
Yes, we offer a variety of standard and tailor-made sponsorship opportunities to fit your marketing and business-to-business needs — and your budget. Please reach out directly to the Event Producer for this event:
Niral Patel : niral.patel@spglobal.com
We're happy to transfer your registration to a member of your organization at no cost, up to 2 business days before the event. Requests must be received in writing via email to GlobalEvents@spglobal.com and are subject to approval.
SPG, its affiliates, and third-party providers offer these programs with the understanding that SPG is not providing any professional advice and assumes no liability whatsoever in connection with the use of its materials. SPG reserves the right to (i) make portions of the program registration information available to program sponsors; and (ii) to cancel or change programs, content, speakers or venues at any time. Full payment must be received by SPG prior to the start of the program. Attendee substitutions from the same company may be made at any time; however, SPG reserves the right to decline registrants at any time for any reason.
