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07:45 - 08:45 60 mins
Day 2 Main Agenda
SuperReturn Private Credit 2017 LP-only breakfast
08:30 - 09:00 30 mins
Day 2 Main Agenda
Registration and morning coffee
09:00 - 09:10 10 mins
Day 2 Main Agenda
Chairman's opening welcome
  • Nolan Olsen - Founding Member, Langschiff Capital Partners
09:10 - 09:30 20 mins
Day 2 Main Agenda
Managing Defaults!
  • Raj Makam - Managing Director and Co-Portfolio Manager, Middle-Market Finance Group, Oaktree
  • How do you position your portfolio for the downturn? When the correction in the market comes, what would you do up front, in the middle and at the end of the cycle?

09:30 - 10:05 35 mins
Day 2 Main Agenda
Sponsored vs non-sponsored lending? Do the increased returns of sponsorless justify the risks?
  • Moderator David Dobies - Managing Partner, Riverside Credit Solutions
  • Panellists Jose Briones - Partner, PennantPark Investment Advisers
  • Kevin Griffin - CEO & Chief Investment Officer, MGG Investment Group
  • Sengal Selassie - Co-Founder, Brightwood
  • Corry Silbernagel - Managing Director, Bond Capital

Where are the opportunities & risks? Can private credit funds continue to successfully source transactions without the help of a sponsor? How do you deploy money strategically? Why are LPs choosing sponsorless lending over the alternatives?

10:05 - 10:40 35 mins
Day 2 Main Agenda
Investing in private credit vehicles: Funds, BDCs, SMAs, FOF1s, CLOs
  • Brent Humphries - President, AB Private Credit Investors
  • Ian Larkin - Co-Founder and Managing Director, Maranon Capital
  • Moderator Alexander Loucopoulos - Principal, Sciens Capital
  • Cara Roche - Managing Director, ZAIS Group
  • What is the best vehicle to invest in private credit? Exploring the pros and cons of different structures, leverage profiles and lock ups
10:40 - 11:10 30 mins
Day 2 Main Agenda
Morning coffee and networking break
11:10 - 11:50 40 mins
Day 2 Main Agenda
Niche strategies – juicy returns but limited capacity?
  • Moderator Rishi Ganti - Founder, Orthogon Partners
  • Panellists Joshua Niedner - Co-Head Credit Opportunities, Vista Equity Partners
  • Dave Phillipp - Managing Director, Crestline Investors
  • Eric Smith - Managing Director and Founding Partner, Locust Point Capital

With equities and fixed income over valued, how do you source/find non correlated opportunities to invest in? assessing the assets and what are the returns you are underwriting?

11:40 - 12:00 20 mins
Day 2 Main Agenda
European private credit – insight from across the Atlantic
  • Matthew Gordon Clark - Partner, LGT European Capital

What is the deal flow and opportunity set? Exploring the availability of deals, equity capital and confidence in taking security; How is the regulatory & political environment shaping the private credit market?

12:05 - 12:25 20 mins
Day 2 Main Agenda
Investing in Europe – The nitty gritty!
  • Jennifer Wood - Managing Director, Global Head of Asset Management Regulation & Sound Practices, AIMA

Understanding different jurisdictions and national regimes for non bank lending regulation; Where are we with improving the securitization and cross border markets? What is the ELTIF and how could I use it?

12:25 - 13:00 35 mins
Day 2 Main Agenda
Global private debt strategies - going beyond the borders
  • Moderator Bill Cisneros - President, Primary Wave IP Investment Management
  • Neeraj Seth - Head of Asian Credit, Blackrock
  • Nimit Shah - Partner, Helios Investment Partners
  • Mårten Vading - General Partner, Kreos Capital
  • Michael Wang - Managing Partner & President, Abax Global Capital (Hong Kong)
  • How do you approach a global allocation?
  • Pan EU strategies vs market by market? The credit market and trends; is the market too top heavy?
  • Asia: What are the risk/return profiles, legal structures and frameworks?
13:00 - 14:00 60 mins
Day 2 Main Agenda
Lunch and networking break
14:00 - 14:30 30 mins
Day 2 Main Agenda
Mezz vs senior vs unitranche – pros & cons of places to be in the cap structure
  • Moderator Ian Larkin - Co-Founder and Managing Director, Maranon Capital
  • Panellists Jeri Harman - Managing Partner & CEO, Avante Mezzanine Partners
  • Kevin Magid - Managing Director and Head of Private Debt, Audax Private Debt
  • Joe McCurdy - Senior Managing Director and Head of Origination, Guggenheim Partners

Will pricing be favourable and how does it play with unitranche? How do the small/middle market players survive? Structuring deals to minimize risk

14:30 - 15:00 30 mins
Day 2 Main Agenda
Distressed credit assets – what are the opportunities now?
  • Moderator Kelly DePonte - Managing Director , Probitas Partners
  • Panellists Gregory Bowes - Co-Founder & Managing Principal, Albright Capital Management
  • Ted Goldthorpe - Managing Partner, BC Partners Credit
  • Cyril Tergiman - Partner, EQT Partners
  • Charles Rusbasan - CEO, Balbec Capital

Is the market heavily dependent on the broader economic cycle? Are opportunities with smaller, middle market companies fundamentally different from opportunities at the larger end? Targeting companies under stress as well as truly distressed, investing beyond corporate debt.

15:00 - 15:30 30 mins
Day 2 Main Agenda
Real estate debt – the best collateral in town?
  • Panellists Lisa Anderson - Head of Private Credit Business Development, Brookfield
  • John Tsui - Managing Principal, Peninsula House
  • Shawn Quinn - Vice President, Wilshire Private Markets
  • Mikko Syrjänen - Co-Head Real Assets, Man Group - Global Private Markets
  • Moderator Bill Cisneros - President, Primary Wave IP Investment Management

Are we at the end of a real estate cycle? How do you manage assets when the market crashes and where do you take risk? Exploring Levered vs. non-levered, commercial vs. non-commercial, domestic vs. foreign. How can investors compare the risk reward vs. corporate mid market lending?

15:30 - 16:00 30 mins
Day 2 Main Agenda
Afternoon refreshments and networking break
15:30 - 15:30 0 mins
Day 2 Main Agenda
End Of SuperReturn Private Credit 2017 – SuperReturn delegates depart. LPs stay for LP only boardroom
15:45 - 15:50 5 mins
LP-Only Boardroom
Welcome and boardroom format outline

Each presentation will have a 5 minute topic introduction from an industry expert, followed by 20 minute LP only roundtable discussion

15:50 - 16:10 20 mins
LP-Only Boardroom
Private credit as a strategic allocation
  • Robert Thompson - Senior Portfolio Manager – Credit, UPS Group Trust

Managing your private credit allocation - what types of investment and plays are LPs looking at? Future trends and how to allocate your portfolio geographically; Do we really need funds at all?

16:10 - 16:30 20 mins
LP-Only Boardroom
Manager due diligence
  • Julie Austin - Director of Fixed Income, Trust Investments, The Boeing Company

What distinguishes different managers and what is an effective criteria for selecting?What unique strategies do emerging managers bring to the market?

16:30 - 16:50 20 mins
LP-Only Boardroom
Private credit pick & mix
  • Heinz Blennemann - Principal, Blennemann Family Investments

What sub assets in private credit are here to stay? Highlighting potential trends and pitfalls

16:50 - 16:50 0 mins
LP-Only Boardroom
End of SuperReturn Private Credit LP-Only Boardroom