Beyond the Balance Sheet: The Future of Private Credit and Fund Finance

Tuesday, March 31, 2026

12:00 pm ET – Registration
1:00 pm ET – Programming
5:30 pm ET – Networking reception

Co-hosted by DLA Piper and Opal Group, the second annual Beyond the Balance Sheet: The Future of Private Credit and Fund Finance Summit brings together industry insiders across Private Credit, Fund Finance, and Structured Finance to discuss emerging opportunities in CFOs and rated feeders, how NAV financing is being used as a portfolio strategy, where direct lending is headed, how fund finance structures are evolving, and developments in music royalty private credit transactions.

Check out last year's event: Beyond the Balance Sheet: The Future of Private Credit and Fund Finance Summit 2025

12:00 pm | Registration opens

1:00 pm | Welcome remarks

1:05 pm | Unlocking Opportunities in Private Debt: CFOs and Rated Feeder Funds
Grant Buerstetta, Partner, Structured Finance, DLA Piper
John Lang, Managing Director, Head of Insurance Structuring & Advisory, Societe Generale Corporate & Investment Banking

2:05 pm | Keynote Fireside Chat – The Evolution of NAV Financing for PE Funds and Credit Funds
Ryan J. Moreno, Partner, Co-Head, Private Credit and Fund Finance and Co-Chair, Leveraged Finance, DLA Piper
Dane Graham, Managing Director, 17 Capital
Steve Berry, Managing Director, Head of Credit NAV, NLC

3:05 pm | Direct Lending in a Changing World: Geopolitical Considerations for Lenders in 2026 and Beyond
Jamie Knox, Co-Chair Leveraged Finance, DLA Piper
Eric Chang, Co-Founder and CEO, Claira

3:50 pm | The Evolution of Subscription Facilities in Fund Finance and Latest Trends
Shana Ramirez, Partner, Head of West Coast Fund Finance, DLA Piper
Katie McShane, Partner, Head of East Coast Fund Finance, DLA Piper
Charlotte Lewis-Williams, Partner, Finance, Projects & Restructuring, DLA Piper
Sammy Asoli, Managing Director, Apollo    
Trevor Freeman, SVP and Managing Director, Head of Finance, Axos

4:45 pm | Developments in Music Royalty Private Credit and ABS Transactions
Rob Sherman, Chair, Entertainment Finance, DLA Piper

5:30 pm | Networking reception

For more information

Please contact Marcia Cerqueira with questions.