31 March 2026

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
4:30 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 given geopolitical uncertainties, and how Fund Finance structures are evolving.

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

Agenda

12:00 pm | Registration opens

1:00 pm | Welcome remarks

1:15 pm | Unlocking Opportunities in Private Debt: CFOs and Rated Feeder Funds
Grant Buerstetta, Partner, Structured Finance, DLA Piper

2:15 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

3:00 pm | Direct Lending in a Changing World: Geopolitical Considerations for Lenders in 2026 and Beyond
Jamie Knox, Co-Chair Leveraged Finance, DLA Piper

3:45pm | 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

4:30 pm | Networking reception