Tod Trabocco

Tod Trabocco

Managing Director, Private Credit Advisory Business StepStone Group 

Day 1 | 4th November

9:30 AM Investment Keynote Panel: Repositioning Credit Portfolios for the Next Cycle: How should you balance allocation agility, downside protection and portfolio flexibility as public and private credit markets become increasingly interconnected?

Shifting spread dynamics, refinancing pressures and changing liquidity conditions are forcing the industry to reassess how capital is allocated across public and private credit markets. Recent market developments; including widening scrutiny around valuation practices, growing secondaries activity, redemption pressure in evergreen structures and increased focus on downside protection are increasing the need for more dynamic and flexible portfolio construction frameworks across the credit landscape.   


This interview will explore how leading CIOs and PMs are repositioning portfolios for the next phase of the credit cycle and adapting investment strategies across liquid and illiquid credit markets. Speakers will discuss how firms are approaching capital allocation, liquidity management and portfolio resilience as convergence reshapes the future of credit investing.  

Check out the incredible speaker line-up to see who will be joining Tod.

Download The Latest Agenda