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Informa
May 13
Show Filter
08:30 - 08:55 25 mins
Registration and welcome coffee
08:55 - 09:00 5 mins
Day One
Chairperson’s welcome address
09:00 - 09:30 30 mins
Day One
Keynote address
09:30 - 10:20 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?

Economic presentation: 20 minutes

Panel discussion: 30 minutes 

10:20 - 10:50 30 mins
Morning coffee and networking break
10:50 - 11:10 20 mins
Day One
Keynote address
11:10 - 11:40 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?

11:40 - 12:20 40 mins
Day One
Europe under the microscope: country case studies

What does a typical deal look like in France, Germany, the UK and Spain? 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.

12:20 - 13:20 60 mins
Lunch and networking break + hosted lunch roundtables

Hosted lunch roundtables

Germany: is it catching up?

France: how competitive is the market?

UK: is it losing its dominance?

Spain: what are the return expectations?

13:20 - 14:00 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

14:00 - 14:30 30 mins
Day One
‘This house believes that non-sponsored lending is more challenging and therefore a riskier investment’

Debate session on the pros and cons of sponsored and non-sponsored lending. 2 speakers will support the proposition and 2 speakers will support the opposition.

14:30 - 15:00 30 mins
Day One
Distressed 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?

15:00 - 15:30 30 mins
Day One
Stressed investing: what sets this strategy apart and how plentiful are the opportunities?

How is stressed investing defined and different to distressed investing? Given the current climate and where we are in the credit cycle, are there enough companies that are troubled but not yet in default?

15:30 - 16:00 30 mins
Afternoon refreshments and networking break
16:00 - 16:30 30 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?

16:30 - 17:00 30 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?

17:00 - 17:30 30 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