Discover the rapid expansion of AI data centers, surging chip demand, and the investment race shaping infrastructure and utilities. Gain insights into market trends, financial impacts, and strategic responses from key industry players.

Andy DeVries, Head of Investment Grade, Head of Utilities at CreditSights

Jordan Chalfin, Head of Technology at CreditSights

Andy Li, Senior Technology Analyst at CreditSights

Erick Vega, Senior Telecom Infrastructure Analyst at CreditSights

Explore the evolving landscape of private credit in the U.S. financial sector. This session examines key exposures, interconnected risks, and the growing influence of private credit on traditional financial institutions, providing insights into emerging trends, regulatory considerations, and implications for market stability.

Zachary Griffiths, Head of IG & Macro Strategy at CreditSights – Moderator
Josh Esterov, Co-Head of U.S. Financials at CreditSights
Nick Moglia, Senior Analyst – REITS at CreditSights
Peter Simon, Co-Head of U.S. Financials at CreditSights
Meghan Neenan, North America Head of Non-Bank Financial Institutions at Fitch Ratings

Delve into the state of the U.S. consumer, analyzing spending patterns, market resilience, and emerging pressures. This session explores whether consumer momentum will sustain, soften, or face disruption, offering valuable perspectives on economic drivers, risks, and future outlooks impacting retail, credit, and broader financial markets.

James Goldstein, Head of Retail at CreditSights

Jim Dunn, Head of Consumer Goods & Leisure at CreditSights

David Bussey, Senior Leisure Analyst at CreditSights

Todd Duvick, Head of Autos at CreditSights

Explore the dynamic landscape of private credit, where innovative deal structures and strategic partnerships are transforming alternative financing. Industry leaders and specialized teams are shaping new opportunities, driving growth, and navigating the evolving market to deliver tailored solutions for institutional investors and asset managers.

Winnie Cisar, Global Head of Strategy at CreditSights

Andrew Hedlund, Managing Editor at LevFin Insights

Kerry Kantin, Bureau Chief at LevFin Insights

Emily Knickel, Head of Private Credit Origination at AGL Credit Management

Ildiko Szilank, Private Credit Business Development at Fitch Ratings

The evolving media M&A landscape drives industry consolidation across content and distribution. We explore broadcast TV merger activity and assess key M&A scenarios for Warner Bros. Discovery, highlighting implications for stakeholders and credit profiles based on latest market insights as of December 2025.

Davis Hebert, Co-Head of High Yield, Head of Telecom/Media at CreditSights

Hunter Martin, Head of Media/Cable at CreditSights

Mark Lightner, Head of Special Situations Legal Research at CreditSights

Gain insights into key trends and opportunities in the crossover credit space, with a focus on market dynamics, credit quality shifts, and notable developments among investment-grade and high-yield issuers.

Eric Axon, Co-Head of High Yield, Head of Healthcare at CreditSights – Moderator
Andrew Brady, Head of Basics, CreditSights
Charles Johnston, Head of Energy, CreditSights
Jordan Chalfin, Head of Technology, CreditSights

Analysts will be based at various tables to discuss different sectors in open conversation.