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Informa
May 14
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07:30 - 09:00 90 mins
LP-Only
LP-only breakfast

This exclusive breakfast 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.

07:30 - 09:00 90 mins
GP-Only
GP-only breakfast

This exclusive breakfast is only open to pre-registered GPs, subject to qualification. To apply please contact Savannah Charles at savannah.charles@knect365.com. The breakfast continues through welcome coffee.

08:30 - 09:00 30 mins
Day Two
Welcome coffee
09:00 - 09:05 5 mins
Day Two
Chairperson’s welcome address
09:05 - 09:40 35 mins
Day Two
Collaboration or competition: are banks out of the race on private credit or have they been there the whole time?

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?

  • Moderator Urs von Büren - Head of Private Debt, StepStone Global
09:40 - 10:00 20 mins
Day Two
The management team perspective: why and how?

Why choose a fund solution? And how do companies and credit managers manage the process and ensure the best result for their investors?

10:00 - 10:30 30 mins
Day Two
Data quality in private credit: an uphill battle?

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

  • Panellists Niels Bodenheim - Senior Director – Private Markets, bfinance
10:30 - 11:00 30 mins
Morning coffee and networking break
11:00 - 11:35 35 mins
Day Two
Speciality finance in Europe and the USA

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: 5 minutes
Panel discussion: 30 minutes

  • Moderator Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
  • Panellists Bill Cisneros - President, Primary Wave IP Investment Management
11:35 - 12:10 35 mins
Day Two
Capitalising on high-growth technology investments

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?

Introductory presentation: 5 minutes
Panel discussion: 30 minutes

  • Panellists Olya Klueppel - Partner, Global Growth Capital
  • Craig Netterfield - Managing Partner, Columbia Lake Partners
12:10 - 12:45 35 mins
Day Two
Real estate debt: how is the strategy evolving?

How have loan structures and terms developed and what are the risk/return profiles of different segments of this strategy?

Introductory presentation: 5 minutes
Panel discussion: 30 minutes

12:45 - 14:00 75 mins
Lunch and networking break + hosted lunch roundtables

Hosted lunch roundtables

Speciality finance: how much capital is flowing from core strategies into speciality finance?

Venture lending: what is the risk/reward profile?

Real estate debt: how predictable and stable is this sector?

14:00 - 14:30 30 mins
Day Two
USA: a different ball game?

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?

  • Moderator Brett Hickey - Founder & CEO, Star Mountain Capital
14:30 - 15:00 30 mins
Day Two
Emerging markets private credit: a new way to diversify?

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?

  • Moderator Dimitri Herbosch - Partner, Buysse & Partners
  • Panellists Richard Frank,Jr. - Senior Managing Director, Darby Investments (a subsidiary of Franklin Templeton Investments)
15:00 - 15:30 30 mins
Afternoon refreshments and networking break
15:30 - 16:00 30 mins
Off The Record
Are the cracks starting to show?

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 session run under the Chatham House Rule. No press. No late admittance.  

16:00 - 16:30 30 mins
Off The Record
Debt co-investment: is the risk worth the effort?

In what ways is a debt co-investment different to an equity co-investment? What skill-sets are required and what are the risk/return parameters?

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

16:30 - 17:30 60 mins
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 session run under the Chatham House Rule. No press. No late admittance.  

17:30 - 17:35 5 mins
End of SuperReturn Private Credit Europe 2019
Showing of Streams
Showing of Streams
10:30 - 11:00

Morning coffee and networking break

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Showing of Streams
12:45 - 14:00
Info

Lunch and networking break + hosted lunch roundtables

Hosted lunch roundtables

Speciality finance: how much capital is flowing from core strategies into speciality finance?

Venture lending: what is the risk/reward profile?

Real estate debt: how predictable and stable is this sector?

More
Showing of Streams
15:00 - 15:30

Afternoon refreshments and networking break

More
Showing of Streams
Showing of Streams
17:30 - 17:35
End of SuperReturn Private Credit Europe 2019

End of SuperReturn Private Credit Europe 2019

More