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May 13
Show Filter
08:30 - 09:05 35 mins
Registration and welcome coffee
09:05 - 09:10 5 mins
Day One
Chairperson’s welcome address
09:10 - 10:00 50 mins
Day One
Staying relevant in a cyclical market: where should LPs put their money when the going gets tough?

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?

Introductory presentation: 20 minutes

Panel discussion: 30 minutes 

  • Moderator Drew Schardt - Head of Credit, Hamilton Lane
  • Panellists Deborah Zurkow - Global Head of Alternatives, Allianz Global Investors
10:00 - 10:30 30 mins
Morning coffee and networking break
10:30 - 10:50 20 mins
Day One
Keynote address
10:50 - 11:20 30 mins
Day One
The impact of technology: a threat, an enabler, or both?

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?

  • Moderator James Newsome - Managing Partner, Arbour Partners
  • Panellists Gabriella Kindert - Expert in Alternative Lending, Mizuho Europe
  • Dominick Peasley - Head of Distribution, Funding Circle
11:20 - 11:50 30 mins
Day One
Session TBC
11:50 - 12:30 40 mins
Day One
Europe under the microscope: case studies

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

4 10-minute case studies followed by interactive lunch roundtables. Each case study presenter will host a separate roundtable. 

  • Germany Daniel Heine - Managing Director, Patrimonium
  • Nordics Johan Hultner - Managing Partner, ARCOS Capital
12:30 - 13:30 60 mins
Lunch and networking break + hosted lunch roundtables

Hosted lunch roundtables

Germany: is it catching up?

France: how competitive is the market?

Nordics: what are the return expectations?

UK: is it losing its dominance?

  • Germany Daniel Heine - Managing Director, Patrimonium
  • Nordics Johan Hultner - Managing Partner, ARCOS Capital
13:30 - 14:10 40 mins
Day One
Direct lending in the lower mid-market: a year on and a year ahead

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

Introductory data: 10 minutes

Panel discussion: 30 minutes

  • Moderator Abhik Das - Managing Director, Head of Private Debt, Golding Capital Partners
  • Panellists Jacob Durkin - Associate, Proskauer
  • Thomas Hall - Managing Director and Co-Head of Private Credit, Capital Dynamics
14:10 - 14:40 30 mins
Day One
Is non-sponsored lending more challenging and therefore a riskier investment?

What different skill-set is required when comparing sponsored and non-sponsored lending? How do these strategies compare when considering the risk/return profile?

  • 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
14:40 - 15:10 30 mins
Day One
Distressed and stressed investing: when will the cycle turn and what if it takes longer than expected?

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?

  • Panellists Bruce Richards - Chairman & CEO, Marathon Asset Management LP
  • Reji Vettasseri - Executive Director, Morgan Stanley Alternative Investment Partners
15:10 - 15:40 30 mins
Afternoon refreshments and networking break
15:40 - 16:15 35 mins
Day One
The elephant in the room: what are LPs concerned about?

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?

  • 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
16:15 - 16:50 35 mins
Day One
Best practice for large institutional investors in private credit

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?

  • Moderator Christian Hinze - Partner, StepStone Global
  • Panellists Davide Deagostino - Principal, Portfolio Management, BT Pension Scheme Management Limited
  • Jake Elmhirst - Head Private Markets, UBS Global Wealth Management
  • Frank Meijer - European Head of Alternative Fixed Income, Aegon Asset Management
16:50 - 17:30 40 mins
Day One
Closing keynote address
17:30 - 17:35 5 mins
End of Day One
17:35 - 19:00 85 mins
SuperReturn Private Credit Europe Day One Drinks Reception