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Key Sessions

Hans-Jörg Baumann

How does private credit stack up?

StepStone Global

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

This exclusive breakfast is only open to pe-registered LPs. The breakfast continues through welcome coffee.

The breakfast continues through welcome coffee.

08:30 - 08:55 25 mins
Day 2
Registration and morning coffee
08:55 - 09:00 5 mins
Day 2
Morning chairman’s welcome address
  • Marc Dellmann - Head Business Development, Senior Partner, CEPRES
09:00 - 09:30 30 mins
Day 2
How does private credit stack up?

How does private credit compare to other alternative and public market strategies?

  • Hans-Jörg Baumann - Chairman of Private Debt and Hedge Funds, StepStone Global
09:30 - 10:15 45 mins
Day 2
What to do when the cycle turns: preparing for the inevitable

What will happen when there is a change in market conditions and what does the forthcoming cycle mean across the globe? How can managers evaluate whether they have the capabilities to restructure and what is the key to navigating this time intensive process? Might a secondary market develop as managers strive to provide liquidity and what are the other implications on the private credit market?

Data: 10 minutes. Panel discussion: 30 minutes. 

  • Data & Moderator Marc Dellmann - Head Business Development, Senior Partner, CEPRES
  • Panellists Matthias Ederer - Partner, BC Partners Credit
  • Roy Kuo - Team Head – Alternative Strategies, Church Commissioners for England
  • John Sinik - Managing Partner, Metric Capital Partners
10:15 - 10:50 35 mins
Networking Breaks
Morning coffee and networking break
10:50 - 11:50 60 mins
Day 2
Across Europe: what are the nuances of investing in different countries in Europe?

Are certain markets more conducive to certain strategies and what are the merits of a pan-regional approach versus always being on the ground? What are the borrower and lender dynamics across the region and what does regulation and competition look like in different countries?

This session consists of a 30-minute panel followed by 3 panellist-hosted roundtables each focussed on a different country or region. Each roundtable will run for 25 minutes. The moderator will then ask each host to summarise the most interesting points that were discussed during their roundtable session. 

1. Germany

2. Spain

3. UK

  • Moderator James Newsome - Managing Partner, Arbour Partners
  • Panellist & Germany Roundtable Host Daniel Heine - Managing Director Private Debt, Patrimonium
  • Panellist & Spain Roundtable Host Adriana Oller - Partner & Founder, Resilience Partners
  • Panellist & UK Roundtable Host Olya Klueppel - Partner, Global Growth Capital
11:50 - 12:30 40 mins
Day 2
Beyond Europe: how is private credit evolving in the US?

What lessons can Europe learn from the more mature US market? How do approaches to sourcing and structuring differ and how do returns look around the world?

Data: 10 minutes. Panel discussion: 30 minutes.

  • Moderator Mark O'Hare - Founder, Preqin
  • Panellists Nicole Downer - Managing Partner, MV Credit
  • U. Peter C. Gummeson - Managing Director, Audax Private Debt
  • Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
12:30 - 13:55 85 mins
Networking Breaks
Lunch and networking break
13:55 - 14:00 5 mins
Day 2
Afternoon chairman's welcome address
  • Mark O'Hare - Founder, Preqin
14:00 - 14:30 30 mins
Day 2
Distressed debt: reading the signs

How dependent is this market on the economic cycle? What is the opportunity today and what could it be in the future? What are the merits and challenges associated with different distressed strategies?

  • Moderator Karim Flitti - Partner, Credit Capital Partners
  • Panellists Matthew Glowasky - Managing Principal, Monarch Alternative Capital (Europe)
  • Bruce Richards - Chairman & CEO, Marathon Asset Management LP
  • Anthony Robertson - CIO, Cheyne Strategic Value Credit
14:30 - 15:10 40 mins
Day 2
Avoiding the crowds: private credit opportunities away from the mainstream

Where do you find non-crowded opportunities? How does European bank deleveraging affect availability in credit in emerging markets? And how does a global approach reduce risk?

  • Moderator Patrick Stutz - Chief Investment Officer, Bayshore Capital Advisors
  • Panellists Richard Frank,Jr. - Managing Director, Darby Investments (a subsidiary of Franklin Templeton Investments)
  • Rai Katimansah - Managing Director & Head of Asia Debt Investments, Phoenix Property Investors
  • Ross Ahlgren - General Partner, Kreos Capital
15:10 - 15:40 30 mins
Networking Breaks
Afternoon refreshments and networking break
15:40 - 16:20 40 mins
Day 2
Too hot to touch session: Remaining disciplined in a competitive environment

Is increased competition leading to imprudent lending? What are the consequences of leverage in reality and where do you draw the line in the quest to support returns? Is there a slip in quality and are covenants becoming too loose?

The Chatham House Rule applies. Closed to press. 

  • Chairman Mark O'Hare - Founder, Preqin
  • Discussion leaders Oliver Fochler - CEO, Stone Mountain Capital
  • Dominik Mattmann - Director, EQT Credit
  • Rupert Whitten - Managing Partner, Anjuna Capital
16:20 - 17:00 40 mins
Day 2
Strategy roundtables

Choose from a selection of hosted roundtables, each focussing on a distinct strategy.

1. Risk sharing: how to be contrarian in private debt. 

2. Specialty finance & asset-based lending: High-yielding, senior and secured – the best of all worlds?

3. Venture debt: Does this fast growing segment have the best risk/reward profile?

  • Risk sharing Gilles Marchesin - CEO, Chorus Capital
  • Specialty finance & asset-based lending Bruce Richards - Chairman & CEO, Marathon Asset Management LP
  • Venture debt Eran Davidson - Founder and Managing Partner, Davidson Technology Growth Debt
17:00 - 17:05 5 mins
Day 2
End of SuperReturn Private Credit Europe 2018
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