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Key Sessions

Anthony Fobel

European Private Debt

Bluebay Asset Management

08:30 08:55 (25 mins)

Main agenda

Coffee & Registration

09:00 09:10 (10 mins)

Main agenda

Chair's Welcome Address

  • Albertus Rigter - Principal, Head of Credit, LGT Capital Partners

09:10 09:40 (30 mins)

Main agenda

State Of The Union

Where Are the Best Deals To Be Found & How Is The Private Credit Landscape Changing? How Does The Market Need To Adapt To Progress? How Are Managers Going To Deploy The Capital They Have Raised?

  • Tod Trabocco - Managing Director, Cambridge Associates
  • Paul Hatfield - President & Global Chief Investment Officer, Alcentra
  • Tom Newberry - Partner & Head of Private Debt, CVC Credit Partners
  • Robert Hamwee - Chief Executive Officer, New Mountain Finance Corporation

09:40 10:10 (30 mins)

Main agenda

LP Views On Private Credit

How Do LPs View Private Credit As A Part Of Their Overall Alternatives Allocation? How Can Private Credit Fund Managers Fulfil The Search For Yield And Liquidity? Is Disintermediation Always The End Goal, And Is It Always Desirable And Feasible?

  • Ryan Flanders - Head of Private Debt Products, Preqin
  • Robin Jarratt - Head, Private Credit Group, GIC
  • David Colla - Senior Principal, Principal Credit Investments, Canada Pension Plan Investment Board
  • Paul Watson - Senior Managing Director, Global Head of Fund Investments, Third Lake Capital
  • Heinz Blennemann - Principal, Blennemann Family Investments

10:10 10:35 (25 mins)

Main agenda

European Private Debt

Is The Rapid Growth Of The European Private Debt Market Sustainable? What Are The Opportunities And Challenges Looking Forward?

  • Anthony Fobel - Partner, Head of Private Debt, Bluebay Asset Management

10:35 11:00 (25 mins)

Main agenda

Morning Coffee

11:00 11:25 (25 mins)

Main agenda

Private Credit 2015/16 Review Of The Year

What Have The Biggest Deals Been In The Last 12 Months, And What Have The Most Significant Deals Been? What Have Been The Major Developments And Events That Have Affected The Markets?

  • Ryan Flanders - Head of Private Debt Products, Preqin
  • Kevin Griffin - CEO & Chief Investment Officer, MGG Investment Group LP
  • Theodore Koenig - President & CEO, Monroe Capital LLC

11:25 12:00 (35 mins)

Main agenda

Assessing The Manager Landscape In The USA

Where Are GPs Looking For Sustainable Returns And Differentiated Strategies? What Is Overfunded And Where Is There More Breathing Space? How Are GPs Standing Out And What Will They Need To Do In The Future To Ensure They Stay Ahead Of The Pack?

  • Paul Denning - Chief Executive Officer, Denning & Company
  • David Ross - Managing Director and Head of Private Credit, Northleaf Capital Partners
  • Shahab Rashid - Partner & Co-Founder, Private Credit, Adams Street Partners
  • Patrick Adelsbach - Head of Credit Strategies, Aksia

12:00 12:30 (30 mins)

Main agenda

Guest Speaker

The 2016 Election & More: A Geopolitical Outlook

  • DJ Peterson - President, Longview Global Advisors

12:30 13:45 (75 mins)

Main agenda

Lunch

Featuring A ‘Meet The Speaker’ Table With The Guest Speaker, hosted by Denning & Co.

13:45 14:15 (30 mins)

Main agenda

Deal Sourcing

How Are Managers Sourcing The Right Kind Of Deals In An Ever More Competitive Space? How Are The Problems Of Overcrowding And Strategy Drift Being Satisfactorily Overcome? What Is Best Practice For Accessing The Most Attractive Deals, Both In The Sponsored And Non-Sponsored Spaces?

  • John Cocke - Partner, Director of Special Investments, Corbin Capital Partners
  • Joe McCurdy - Managing Director and Head of Origination, Guggenheim Partners
  • Michael Zimmerman - Senior Managing Director, MC Credit Partners
  • Peter Faigl - Portfolio Manager, Old Hill Partners

14:15 14:45 (30 mins)

Main agenda

Data Presentation - Making the Case for Private Credit with Risk Adjusted Returns

Data and analysis of private credit funds, deals and tranches versus other alternative and public market strategies, using calculations of risk-adjusted alpha and beta correlations. In an uncertain macro-economic environment, where does private credit best fit into a portfolio strategy to hedge against market volatility?

  • Christopher Godfrey - Partner, CEPRES GmbH

14:45 15:15 (30 mins)

Main agenda

Afternoon Coffee

15:15 17:00 (105 mins)

Main agenda

Afternoon Roundtable Sessions

Choose from a selection of roundtables, each running three times each for 30 minutes, 5 minutes to changeover. Attendance is first come first served. Topics with speakers are confirmed, all others TBC:

  1. Lower Middle Market and Non-Sponsor Deals: How to source, underwrite, capture upside and protect capital - Kevin F. Griffin, MGG Investment Group LP
  2. Capacity Constraint in the Middle Market: does the opportunity set match fundraising levels and what pressure does this put on terms? – Theodore L. Koenig, Monroe Capital LLC
  3. The Credit Cycle: Challenges & Opportunities from capital market volatility, regulatory complexity, short-termism and the accelerating pace of innovation - David Schiff, Innovatus Capital Partners
  4. Navigating the Innovative Online Lending and Alternative Finance Landscape: A Q&A – Brendan Carroll, Victory Park Capital Advisors
  5. Analysing LP sentiment on private credit – what do the numbers tell us? – Ryan Flanders, Preqin
  6. Leverage in Middle Market Credit Funds: the right side of the private debt fund balance sheet. How LPs should evaluate the impact on risk/return – Mark Schachter, Elm Park Capital
  7. Portfolio Construction in Challenging Market Conditions - Ping Zhu, Verus
  8. Secondary Transactions in Private Credit Funds: The Benefits for both GPs and LPs - John Kyles, Portfolio Advisors
  • Kevin Griffin - CEO & Chief Investment Officer, MGG Investment Group LP
  • Theodore Koenig - President & CEO, Monroe Capital LLC
  • David Schiff - Co-Founder & Portfolio Manager, Innovatus Capital Partners
  • Brendan Carroll - Senior Partner, Victory Park Capital Advisors
  • Ryan Flanders - Head of Private Debt Products, Preqin
  • Mark Schachter - Managing Partner, Elm Park Capital Management
  • Ping Zhu - Senior Associate Director, Verus
  • John Kyles - Managing Director, Portfolio Advisors

17:00 18:30 (90 mins)

Main agenda

SuperReturn Private Credit 2016 Drinks Reception