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Key Sessions

John Hess

The macro outlook and the implications for private credit strategies

Pavilion Alternatives Group Limited

Mark Ormrod

Guest speaker: You can't spell disability without ability

Ex-Royal Marine

08:30 - 09:00 30 mins
Registration and welcome coffee
09:00 - 09:05 5 mins
Day 1
Morning Chairman's welcome address
  • Kelly DePonte - Managing Director, Probitas Partners
09:05 - 09:30 25 mins
Day 1
The macro outlook and the implications for private credit strategies

This presentation will focus on the Eurozone economies with some reference to the USA.

  • John Hess - Head of Global Strategic Initiatives, Pavilion Alternatives Group Limited
09:30 - 10:05 35 mins
Day 1
Overview of the market: too much capital and too few deals?

What is the state of the market today and what is the effect of increasing competition? What are the important considerations when looking at larger sponsored and non-sponsored deals? Where are the opportunities in the middle market and what do diversified SME platforms bring to the table?

  • Moderator Ari Jauho - Partner & Chairman, Certior Capital
  • Panellists Robin Doumar - Managing Partner, Park Square Capital
  • Nicole Downer - Managing Partner, MV Credit
  • Claire Harwood - Investment Director, Permira Debt Managers
  • Paul Johnson - Partner, EQT Credit
10:05 - 10:40 35 mins
Day 1
Private credit: defining the asset class and the strategies on offer

What defines private credit? Which strategies offer the most attractive risk-adjusted returns and what distinct skills are required to execute each strategy? How is LP appetite evolving and how are LPs allocating to the different strategies?

  • Moderator Kelly DePonte - Managing Director, Probitas Partners
  • Panellists David Bateman - Senior Managing Director, Harbert European Growth Capital
  • Gareth Edwards - Managing Director, CarVal Investors
  • Parag Gandesha - Consultant, MML Capital Partners
  • Sachin Patel - Chief Capital Officer, Funding Circle
10:40 - 11:15 35 mins
Networking Breaks
Morning coffee and networking break
11:15 - 11:50 35 mins
Day 1
Overview of the capital structure

How do senior, subordinated and unitranche debt compare? How do you contrast expected cash flow, time to liquidity and risk-adjusted returns to identify the optimum allocation? What are the pros and cons of the different components of the capital structure?

  • Moderator Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
  • Panellists Jon Ferguson - Managing Director, Goldman Sachs Private Capital – European Special Situations Group
  • Mark Hickey - Partner, Senior Portfolio Manager, Pemberton Capital Advisors
  • Brent Humphries - President, AB Private Credit Investors
  • Neale Broadhead - Managing Director & Portfolio Manager, CVC Credit Partners
11:50 - 12:10 20 mins
Day 1
A bank’s perspective: understanding the relationship

How do banks like to partner with fund managers in the private credit market and how do such partnerships lead to better results? Where in the market is bank involvement most prevalent and why?

The Chatham House Rule applies. Closed to press.

  • Fireside chat with Yuri Greenfield - Head of Loan Portfolio Risk, Deutsche Bank
  • Gilles Marchesin - CEO, Chorus Capital
12:10 - 13:25 75 mins
Networking Breaks
Lunch and networking break
13:25 - 13:30 5 mins
Day 1
Afternoon Chairperson's welcome address
  • Chair James Newsome - Managing Partner, Arbour Partners
13:30 - 14:00 30 mins
Day 1
The lower mid-market: mapping the differences

From fund size to risk and return, how is the lower end of the mid-market different? Where are the opportunities and challenges and how does competition look across Europe?

  • Moderator Ian Milton - Senior Advisor, Arbour Partners LLP
  • Panellists Sean Duff - Managing Director, Marketing & Investor Relations., Monroe Capital
  • Marco Natoli - Head of Lower Mid-Market – Northern, Eastern & Southern Europe, Equity Investments, European Investment Fund
  • Paul Shea - Managing Partner, Beechbrook Capital
  • David Wilmot - Founder Partner, Apera Capital
14:00 - 14:30 30 mins
Day 1
Sponsored versus sponsorless lending: do the returns justify the risk?

How do private credit funds successfully source transactions without a sponsor and what are the different competencies required for sponsorless lending? How do LPs assess the benefits of sponsorless lending and how do the returns compare?

  • Moderator Ian Borman - Partner, Winston & Strawn London LLP
  • Panellists Haseeb Aziz - Managing Partner, Harwood Private Capital
  • Ari Jauho - Partner & Chairman, Certior Capital
  • Jakob Lindquist - Co-Managing Partner, CORDET Capital Partners
14:30 - 14:50 20 mins
Day 1
SME platform lending: a new way to diversify?

How has SME platform lending added a whole second dimension to the private credit market? And why are high volume lending platforms increasingly attractive to institutional investors?


Introductory presentation: 5 minutes. Interview: 10 minutes. Q&A: 5 minutes.

  • Presentation & Interviewer James Newsome - Managing Partner, Arbour Partners
  • Interviewee Christoph Gort - Managing Partner, Siglo Capital Advisors
14:50 - 15:20 30 mins
Networking Breaks
Afternoon refreshments and networking break
15:20 - 16:00 40 mins
Day 1
How to construct a private credit portfolio: what do LPs want to achieve?

What constitutes a true private credit allocation and can it be allocated to at a strategic level? How do LPs benchmark private credit performance and identify the optimum allocation between different regions? What are the merits of a concentrated or diversified portfolio and how can diversification be achieved quickly?

  • Moderator Toni Vainio - Principal, Pantheon
  • Panellists John Bohill - Partner, StepStone Global
  • Luis Mayans - Vice-President and Head of Private Debt – Europe, CDPQ London LLP
  • Sanjay Mistry - Head of Private Equity and Private Debt, Mercer
  • Howard Searing - Director & Portfolio Manager, DuPont Capital
16:00 - 16:40 40 mins
Day 1
Manager selection: are there managers that are truly ‘unique’ and can managers please all LPs?

How are managers differentiating themselves today and what is the best way for them to communicate their approach and advantages? With an increasingly diverse group of LPs allocating to private credit all with different liquidity and risk requirements how can managers balance the competing needs of different pools of money?

  • Moderator Christoph Gort - Managing Partner, Siglo Capital Advisors
  • Panellists Niels Bodenheim - Senior Director – Private Markets, bfinance
  • Trevor Castledine - Investment Director, Head of Credit, Local Pensions Partnership Limited
  • John Hess - Head of Global Strategic Initiatives, Pavilion Alternatives Group Limited
16:40 - 17:30 50 mins
Day 1
Guest speaker: You can't spell disability without ability

Mark Ormrod served for ten years as a Royal Marine, in both Iraq and Afghanistan. While on manoeuvres in Helmand Province he was caught in a landmine explosion and lost both legs and one arm. In a compelling tale of survival against the odds, thanks to his own grit and determination, Mark tells of horrific injuries and remarkable recovery. He gives one of the most extraordinary demonstrations that life can go on even after tragedy.

  • Mark Ormrod - Former Royal Marines Commando, Ex-Royal Marine
17:30 - 17:35 5 mins
End of Main Conference Day 1
17:35 - 19:00 85 mins
SuperReturn Private Credit Europe Day One Drinks Reception + Speed Networking

SuperReturn Private Credit Europe Day One Drinks Reception – open to all Main Conference attendees. 

Speed networking – open to 10 pre-registered LPs & 10 pre-registered GPs. 

For LP registration please contact Savannah Charles on savannah.charles@knect365.com. For GP registration please sign up at the Registration Desk from 10:40. Registration is on a first-come, first-served basis. Please note that Speed Networking will start promptly at 17:35 and if you are late you may lose your place.

08:30 - 09:00

Registration and welcome coffee

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17:30 - 17:35
End of Main Conference Day 1

End of Main Conference Day 1

17:35 - 19:00

SuperReturn Private Credit Europe Day One Drinks Reception + Speed Networking

SuperReturn Private Credit Europe Day One Drinks Reception – open to all Main Conference attendees. 

Speed networking – open to 10 pre-registered LPs & 10 pre-registered GPs. 

For LP registration please contact Savannah Charles on savannah.charles@knect365.com. For GP registration please sign up at the Registration Desk from 10:40. Registration is on a first-come, first-served basis. Please note that Speed Networking will start promptly at 17:35 and if you are late you may lose your place.

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