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Informa
May 14
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Showing of Streams
10:30 - 11:00

Morning coffee and networking break

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Showing of Streams
12:55 - 14:00
Info

Lunch and networking break + LP hosted lunch roundtables

  • Host Reji Vettasseri - Executive Director, Morgan Stanley Alternative Investment Partners
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15:00 - 15:30

Afternoon refreshments and networking break

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16:30 - 16:35
End of SuperReturn Private Credit Europe 2019

End of SuperReturn Private Credit Europe 2019

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07:30 - 09:00 90 mins
Info
LP-Only
LP-only breakfast

Open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification

 To apply please contact Savannah Charles at savannah.charles@knect365.com.

08:30 - 09:00 30 mins
Day Two
Welcome coffee
09:00 - 09:05 5 mins
Day Two
Chairperson’s welcome address
09:05 - 09:45 40 mins
Info
Day Two
Collaboration or competition: are banks out of the race on private credit or have they been there the whole time?
  • Moderator Urs von Büren - Head of Private Debt, StepStone Global
  • Panellists Gary McMillan - Head of UK Origination, BlackRock European Private Debt
  • Neil Price - Managing Director, Head of Strategic Debt Finance, Markets, Lloyds Bank Commercial Banking

What are the limitations of a bank and how are banks evolving in this new era of technology and competition? How are fund-bank partnerships developing in Europe today?

09:45 - 10:00 15 mins
Day Two
Data presentation
  • Marc Dellmann - Head Business Development, Senior Partner, CEPRES – Powerful Investing Made Easy
10:00 - 10:30 30 mins
Info
Day Two
Data quality in private credit: an uphill battle?
  • Moderator Ian Milton - Senior Advisor, Arbour Partners
  • Panellists Niels Bodenheim - Senior Director – Private Markets, bfinance
  • Marc Dellmann - Head Business Development, Senior Partner, CEPRES – Powerful Investing Made Easy

What data is relevant and needed by the industry? When looking at loss rates, transaction parameters, averages and variances, how valid are the statistics?

10:30 - 11:00 30 mins
Morning coffee and networking break
11:00 - 11:45 45 mins
Info
Day Two
Speciality finance in Europe and the USA
  • Moderator Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
  • Panellists Adrian Cloake - Chief Investment Officer, LCM Partners
  • Bill Cisneros - President, Primary Wave IP Investment Management
  • Jason Koenig - Founder and Managing Partner, ITE Management L.P.
  • Andrew Plevin - Co-Ceo, BroadRiver Asset Management, L.P.

How is speciality finance defined and how well do investors understand this strategy? Which segments within the speciality finance market are developing in Europe and the USA?

Introductory presentation: 10 minutes
Panel discussion: 35 minutes

11:45 - 12:20 35 mins
Info
Day Two
Capitalising on high-growth technology investments
  • Moderator Jonathan Leinmuller - Actor and Venture Capital Fundraising Coach, Jonathan Leinmuller
  • Panellists Olya Klueppel - Partner, Global Growth Capital
  • Craig Netterfield - Managing Partner, Columbia Lake Partners
  • Stephanie Heller - Managing Partner, Bootstrap Europe

How do different managers approach investments in high-growth technology-enabled companies? Given the far-reaching impact of technology, how broad is the opportunity on the debt-side of the market?

12:20 - 12:55 35 mins
Info
Day Two
Real assets debt: why invest in these strategies?
  • Moderator Maya Rodriguez - Managing Partner, AZR Capital
  • Panellists James Lumb - Associate Director, Macquarie Corp & Asset Finance
  • Chris Philp - Co-Founder and Partner, Pluto Finance

What are the private market opportunities available within real assets? And what are benefits of investing within real estate and infrastructure debt?

12:55 - 14:00 65 mins
Lunch and networking break + LP hosted lunch roundtables
  • Host Reji Vettasseri - Executive Director, Morgan Stanley Alternative Investment Partners
14:00 - 14:30 30 mins
Info
Day Two
USA: a different ball game?
  • Moderator Rakesh (Rick) Jain - Managing Director & Investment Committee Member, Star Mountain Capital
  • Panellists Karen Simeone - Managing Director, HarbourVest Partners
  • Damon Krytzer - Managing Director, Probitas Partners

When comparing Europe and the USA, where do you find better relative value? How do EBITDA adjustments, fees, covenants and protection all vary? How consistent is the market across the USA – is it easier to navigate than Europe’s regional disparities?

14:30 - 15:00 30 mins
Info
Day Two
Emerging markets private credit: a new way to diversify?
  • Moderator Dimitri Herbosch - Partner, Buysse & Partners
  • Panellists Richard Frank,Jr. - Senior Managing Director, Darby Investments (a subsidiary of Franklin Templeton Investments)
  • Kanchan Jain - Managing Director, Head of India Credit, BPEA Credit
  • Darryl Walker - Unit Supervisor/Trustee, Alameda County Probation Department/ACERA Alameda County Employees Retirement Association

Are LPs starting to look more at emerging markets and why – are the developed markets becoming crowded, are returns down, is there a growing need to diversify? How imperative is it to have on-the-ground presence in these markets and how can LPs learn more about distant markets?

15:00 - 15:30 30 mins
Afternoon refreshments and networking break
15:30 - 16:00 30 mins
Info
Off The Record
Are the cracks starting to show?
  • Chair Damon Krytzer - Managing Director, Probitas Partners
  • Discussion leaders Nicole Gates - Chief Credit Officer, Pemberton Asset Management
  • Rakesh (Rick) Jain - Managing Director & Investment Committee Member, Star Mountain Capital

When it’s not all plain sailing: where and when are we starting to see defaults, trouble and even fraud? What are the signs to look out for and how can these cases best be managed?

Closed door, interactive session run under the Chatham House Rule. No press. No late admittance.  

16:00 - 16:30 30 mins
Info
LP-Only
Getting to grips with leverage and pricing

What are the consequences of leverage in reality? What is the cost of leverage and the impact on returns?

This session is only open to pre-registered DFIs, Endowments, Foundations, Insurance Companies, Pension Funds and Sovereign Wealth Funds, subject to qualification. To apply please contact Savannah Charles at savannah.charles@knect365.com. Closed door, interactive session run under the Chatham House Rule. No press. No late admittance.  

16:30 - 16:35 5 mins
End of SuperReturn Private Credit Europe 2019