A Discussion on Private Markets & Private Credit with Carta & Mayer Brown

Join Carta and Mayer Brown for a discussion about the evolving landscape of private markets and the implications for retail access and regulatory reform.

Tuesday, June 17, 2025

5:00 p.m. – 7:30 p.m. EDT

Location

Mayer Brown
1221 Avenue of the Americas
New York, NY 10020 

Agenda

5:00 p.m. – 5:15 p.m. | Registration 

5:15 p.m. – 5:30 p.m. | Introductory remarks from Carta & Mayer Brown

5:30 p.m. – 6:15 p.m. | Recent trends in private credit and a look into the future.

During this panel, we will discuss:

• How private credit is being made available to retail
• Business Development Companies (BDCs)
• Interval funds
• Collective Investment Trusts (CITs)
• What are the impediments to further growth

6:15 p.m. – 6:45 p.m. | Accelerating retail access to the private markets.

Panelists will discuss:

• BDC reform
• Closed-end fund modernization
• Retirement assets and target date funds
• Insurance wrappers

6:45 p.m. – 7:30 p.m. | Cocktail reception

Speakers

Recent trends, vehicles and products

• Carlos Alvarez (Head of FIG and FinTech ECM Americas, Global Head of Permanent Capital Solutions, UBS)
• Michael Burke (Managing Director, Stout)
• Anthony Cimino (Head of Policy, Carta)
• Andrew (Buddy) J. Donohue (Fund Director; Former Chief of Staff to SEC Chair White, Former Director of the SEC's Investment Management Division)
• Anna Pinedo (Partner, Mayer Brown LLP)
• Shubham Saharan (Senior Private Credit Reporter, 9fin), Moderator

Accelerating retail access

• Rosalynn Cormier (Associate General Counsel, Head of Retail Brokerage Legal, Vanguard)
• Larry Herman (Managing Director, Raymond James & Associates, Inc.)
• Brian Hirshberg (Partner, Mayer Brown LLP)
• Holli Heiles Pandol (Senior Policy Counsel, Carta)
• The Honorable Michael Piwowar (Executive Vice President of Milken Institute of Finance, Milken Institute)
• Peter Benson (Senior Private Credit Reporter, 9fin), Moderator

 

CLE credit is pending.

Please visit our Permanent Capital Vehicles Resource Center for presentations, materials, and other resources. For additional information, please contact Hanson Hairihan at [email protected].

 

Visit Carta at carta.com.