Outlooks from the Outfield

Join us for an afternoon and evening of market insights, networking, and a Chicago Cubs game, featuring a strategy outlook on the US, IG and Leveraged Finance markets from Winnie Cisar, followed by a technology panel on key AI and credit themes with Andy DeVries, Andy Li, and Jordan Chalfin. Go Cubs!

15:30–15:50 | Welcome Drinks & Networking
Arrive, check in, and connect with fellow participants over drinks ahead of the panels.

15:50–16:00 | Introduction from Erin Lyons, Head of CreditSights

16:00–16:45 | Strategy Outlook with Winnie Cisar & Fireside Chat with Meghan Neenan, Fitch Ratings
Updated views on the US IG and Leveraged Finance markets, followed by a fireside chat with Meghan Neenan, Head of North America Non-Bank Financial Institutions at Fitch Ratings, discussing recent developments and the outlook for BDCs.

16:45–17:30 | Technology Panel with Andy DeVries, Andy Li & Jordan Chalfin
An interactive conversation focused on hyperscaler capex and issuance, Oracle’s binary credit risk tied to OpenAI, AI overbuild risk and neoclouds, AI-driven disruption across software, the memory supercycle, and the evolving landscape of GPUs, TPUs, and other accelerators, with time for participant insights, Q&A, and key takeaways.

17:30–19:00 | Networking, Open Bar and Food is Served
Enjoy post panel discussions and an open forum for questions and conversation with fellow attendees, analysts and other CreditSights experts.

19:05 | Chicago Cubs vs Oakland Athletics
Travel up to the rooftop to watch the game!

Questions? Please get in touch with our events team.