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Main Conference Day 2
Morning Sessions Part 1
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?
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?
Morning Sessions Part 2
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?
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?
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?
Will pricing be favourable and how does it play with unitranche? How do the small/middle market players survive? Structuring deals to minimize risk
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.
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?
The SuperReturn Private Credit LP-Only Boardroom
Each presentation will have a 5 minute topic introduction from an industry expert, followed by 20 minute LP only roundtable discussion
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?
What distinguishes different managers and what is an effective criteria for selecting?What unique strategies do emerging managers bring to the market?
What sub assets in private credit are here to stay? Highlighting potential trends and pitfalls