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Informa
08:45 - 09:15 30 mins
Registration and welcome coffee
09:15 - 09:20 5 mins
Day One
Chairperson’s welcome address
  • James Newsome - Managing Partner, Arbour Partners
09:20 - 10:20 60 mins
Info
Day One
Staying relevant in a cyclical market: where should investors put their money when the going gets tough?
  • Moderator Drew Schardt - Head of Credit, Hamilton Lane
  • Panellists Oliver Duff - Managing Director, Head of Credit Investments, Europe, PSP Investments
  • Mohamed Seif-Elnasr - Co-Founder & Managing Director, Lakemore Partners
  • Deborah Zurkow - Global Head of Alternatives, Allianz Global Investors

What are the latest predictions regarding interest rates and the future of the market? How should LPs operate through the cycle and which strategies offer the best opportunities during a downturn? Can direct lending truly weather all storms or is now the time to take a closer look at distressed funds and other strategies?

Introductory presentation: 20 minutes

Panel discussion: 40 minutes 

10:20 - 11:00 40 mins
Morning coffee and networking break
11:00 - 11:30 30 mins
Info
Day One
The impact of technology: a threat, an enabler, or both?
  • Moderator James Newsome - Managing Partner, Arbour Partners
  • Panellists Gabriella Kindert - Expert in Alternative Lending, Board Member, Mizuho Europe
  • Dominick Peasley - Head of Distribution, Funding Circle
  • Jeroen Conijn - Managing Director, Head of FinTech & Structured Finance, NIBC Bank

What is the impact of technology on mainstream strategies within private credit? Can technology be a threat to borrower companies and as banks become more technically aware, is there an increasing threat of competition? How can technology impact everyday work and what can be learnt from market place lenders and the way they use technology to reach corporate borrowers?

11:30 - 11:50 20 mins
Day One
Junior debt: a good risk-adjusted asset class in the context of PE allocations
  • Fireside chat with Robin Doumar - Managing Partner, Park Square Capital
  • Interviewed by Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
11:50 - 12:20 30 mins
Info
Day One
Europe under the microscope: case studies
  • France Cécile Mayer-Lévi - Head of Private Debt, Tikehau Capital
  • Germany Daniel Heine - Managing Director, Patrimonium
  • Nordics Johan Hultner - Managing Partner, ARCOS Capital

What does a typical deal look like in France, Germany and the Nordics? What are the disparities in pricing conditions, legal requirements and financial structures?

3 10-minute case studies followed by interactive lunch roundtables. Each case study presenter will host a separate roundtable. 

12:20 - 13:30 70 mins
Info
Lunch and networking break + hosted lunch roundtables
  • France Cécile Mayer-Lévi - Head of Private Debt, Tikehau Capital
  • Germany Daniel Heine - Managing Director, Patrimonium
  • Nordics Johan Hultner - Managing Partner, ARCOS Capital

Hosted lunch roundtables

France: how competitive is the market?

Germany: is it catching up?

Nordics: what are the return expectations?


13:30 - 14:05 35 mins
Info
Day One
Direct lending in the lower mid-market: a year on and a year ahead
  • Moderator Jacob Durkin - Associate, Proskauer
  • Panellists Abhik Das - Managing Director, Head of Private Debt, Golding Capital Partners
  • Thomas Hall - Managing Director and Co-Head of Private Credit, Capital Dynamics
  • Jakob Lindquist - Co-Managing Partner, CORDET Capital Partners

What makes the lower mid-market different and how are managers diversifying and setting themselves apart in the European and US mid-markets?

14:05 - 14:40 35 mins
Info
Day One
Is non-sponsored lending more challenging and therefore a riskier investment?
  • Moderator Gabriella Kindert - Expert in Alternative Lending, Board Member, Mizuho Europe
  • Panellists Kirsten Bode - Co-Head of Private Debt, Pan-Europe, Muzinich & Co
  • Patrick Fear - Managing Director, AB Private Credit Investors
  • Taj Sidhu - Managing Director, Carlyle Credit Opportunities Fund

What different skill-sets are required for sponsored and non-sponsored lending? How do these strategies compare when considering the risk/return profile?

14:40 - 15:10 30 mins
Info
Day One
Distressed and stressed investing: when will the cycle turn and what if it takes longer than expected?
  • Moderator Cécile Mayer-Lévi - Head of Private Debt, Tikehau Capital
  • Panellists Michael Guy - Chief Investment Officer, Crestline Europe, LLP
  • Bruce Richards - Chairman & CEO, Marathon Asset Management LP
  • Reji Vettasseri - Executive Director, Morgan Stanley Alternative Investment Partners

What indicators can predict an impending distressed cycle – how much of a factor are inflation, interest rates, default rates and politics? And what if the predictions are wrong – what do you do if the market doesn’t change? Are there enough opportunities?

15:10 - 15:50 40 mins
Afternoon refreshments and networking break
15:50 - 16:25 35 mins
Info
Day One
The elephant in the room: what are LPs concerned about?
  • Moderator Matthias Unser - Managing Director, YIELCO Investments AG
  • Panellists Francesco di Valmarana - Partner, Pantheon
  • Ari Jauho - Partner & Chairman, Certior Capital
  • Ashley Knight - Investment Associate, Mercer Alternatives
  • Marco Natoli - Head of Lower Mid-Market – Northern, Eastern & Southern Europe, Equity Investments, European Investment Fund

To what extent are LPs concerned about competition, returns, deal structures and leverage? How do LPs perceive covenant-lite loans? Which segments of the market are offering attractive opportunities going forward? And how can LPs identify what sets managers apart?

16:25 - 17:00 35 mins
Info
Day One
Best practice for large institutional investors in private credit
  • Moderator Christian Hinze - Partner, StepStone Global
  • Panellists Davide Deagostino - Principal, Portfolio Management, BT Pension Scheme Management Limited
  • Frank Meijer - European Head of Alternative Fixed Income, Aegon Asset Management
  • André Kerr - Senior Investment Consultant, XPS Pensions Group

How should institutional investors with more than 10bm AUM act in private credit investments? Where should LPs source specialisation? What can GPs do to help?

17:00 - 17:05 5 mins
End of Day One
17:05 - 18:30 85 mins
SuperReturn Private Credit Europe Day One Drinks Reception