CreditSights' U.S. Outlook Conference
Date: Thursday, December 11th 2025
Mark your calendar for an essential day of insight, strategy, and networking. Join us for an in-person, insight-packed day where our analysts cut through the noise and set the agenda for 2026.
What to expect:
- Big-picture strategy across Global, Americas, and EM
- Actionable views on IG and Cross-over
- Sector drivers, top picks and pans, and key risks to watch
- High-impact networking with peers and our research team
Space is limited, so lock in your seat now and get ready for sharp perspectives and practical takeaways you can use immediately.
Questions? Please get in touch with our events team.
Register Now
Agenda:
8:30 AM
REGISTRATION
9:00 AM
OPENING ADDRESS
Chris Snow, Global Head of Research, CreditSights
9:10 AM
2026 Global Strategy Outlook: Low Visibility Operation
Speakers:
Winnie Cisar, Global Head of Strategy, CreditSights
Zachary Griffiths, Head of IG & Macro Strategy, CreditSights
Pat Luby, Head of Municipal Strategy, CreditSights
10:00 AM
From Grid to GPU: Risks & Rewards of the AI Investment Race
Speakers:
Andy DeVries, Head of Investment Grade, Head of Utilities, CreditSights
Jordan Chalfin, Head of Technology, CreditSights
Andy Li, Senior Technology Analyst, CreditSights
Erick Vega, Senior Telecom Infrastructure Analyst, CreditSights
10:45 AM
NETWORKING BREAK & REFRESHMENTS
10:55 AM
Private Credit Where Credit Is Due: Exposures and Linkages Across U.S. Financials
Moderator:
Zachary Griffiths, Head of IG & Macro Strategy, CreditSights
Speakers:
Josh Esterov, Co-Head of U.S. Financials, CreditSights
Nick Moglia, Senior Analyst – REITS, CreditSights
Peter Simon, Co-Head of U.S. Financials, CreditSights
Meghan Neenan, North America Head of Non-Bank Financial Institutions, Fitch Ratings
11:40 AM
U.S. Consumer: SNAP, Crackle or Pop?
Speakers:
James Goldstein, Head of Retail, CreditSights
Jim Dunn, Head of Consumer Goods & Leisure, CreditSights
David Bussey, Senior Leisure Analyst, CreditSights
Todd Duvick, Head of Autos, CreditSights
12:20 PM
NETWORKING LUNCH
12:50 PM
Convergence or Collision? Private Credit Meets the IG/XO Market
Speakers:
Winnie Cisar, Global Head of Strategy, CreditSights
Andrew Hedlund, Managing Editor, LevFin Insights
Kerry Kantin, Bureau Chief, LevFin Insights
Emily Knickel, Head of Private Credit Origination, AGL Credit Management
Ildiko Szilank, Private Credit Business Development, Fitch Ratings
1:45 PM
Media & Telecom: Ins and Outs of the Media M&A Bonanza
Speakers:
Davis Hebert, Co-Head of High Yield, Head of Telecom/Media, CreditSights
Hunter Martin, Head of Media/Cable, CreditSights
Mark Lightner, Head of Special Situations Legal Research, CreditSights
2:25 PM
Crossover Trade Ideas
Moderator:
Eric Axon, Co-Head of High Yield, Head of Healthcare, CreditSights
Speakers:
Andrew Brady, Head of Basics, CreditSights
Charles Johnston, Head of Energy, CreditSights
Jordan Chalfin, Head of Technology, CreditSights
3:05 PM
Sector Roundtables
1-on-1 With the Analyst team