PERE America 2026 Agenda

Investor Panel: Positioning credit portfolios for the next 18 months

05 Nov 2026

12:15 - 13:00

Identifying segments of the market offering durable yield and downside protection
How investors can balance credit risk, duration, and structure in today’s environment
Emerging strategies gaining traction among leading allocators

Speakers

Dean Dulchinos, Managing Director and Group Head of Real Estate Debt - ORIX USA

Michael Felman, President - MSF Capital Advisors

Jayanth Ganesan, Investment Manager - Legal & General

Michael Murrell, Senior Asset Portfolio Officer - Western & Southern Financial Group

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