)
08:00
08:55
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Chairperson
09:00
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This session will include live polls with the audience
09:35
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- How are macro and monetary shifts reshaping private credit in Europe?
- Private credit attractiveness vs public markets at this point in the cycle
- Outlook on where deals are pricing and trends in documentation.
- How attractive is Europe vs US
- Emergence of mid-market CLOs in Europe
- Why is ABL considered to be ‘Private Credit 2.0’? What distinguishes it from previous phases of private credit?
- Growth and trajectory for the credit secondaries market
Speakers
10:20
10:50
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- What are the biggest opportunities and challenges emerging in direct lending?
- How attractive are current yields relative to risk and alternatives?
- Are liquidity buffers and documentation keeping pace with the current macro stresses?
- Direct Lending and Leveraged Loan markets – competitive or supplementary?
11:30
11:40
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- Which segments are investors seeking for the most durable risk-adjusted returns for the next cycle?
- How are investors assessing portfolio resilience?
- Approaches to manager and fund or partners selection
- Which sectors or strategies are attracting the most investor interest?
Speakers
12:25
13:25
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- Will ABL take over more traditional parts of the private credit universe
- How is the market evolving? Bank retrenchment in this area
- How do you approach diversification across ABL sectors?
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- Eltif 2.0 expectations vs. reality – how to get access to HNWI and Retail pools
- What’s spurring interest for private wealth clients to invest in private credit?
- The democratisation of the private credit market and the pressure this is putting on deployment
14:05
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- What frameworks are lenders using to compare asset quality and collateral strength across markets?
- What are the underlying risks of this rapidly growing sub-strategy?
- How does ABL compare to other credit products in terms of structure, risk, and investor appeal?
- How do you assess and manage risks such as underwriting quality, fraud, and market opacity in ABL transactions?
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- What role are evergreens playing in the growth of the wealth channel in private credit
- How do evergreen funds fit into long-term portfolio construction, particularly for investors seeking yield with lower reinvestment risk?
14:45
15:15
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- Which strategy offers more opportunity today—sponsor or non-sponsor?
- How do risk returns profiles compare for both types of transactions
- How does a manager’s skillset in non-sponsored deals differ to sponsored transactions?
15:55
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- How are managers assessing the European opportunity set with respect to impact investing and the implementation of ESG requirements?
- Do we see investor change in appetite given the macro political background in US?
- What does it mean as a lender to do impact investing when you are not a shareholder?
- Key concerns regarding manager credibility and making sure risks are fully integrated in the investment process.
16:35
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- Closed-End vs Open-Ended Funds in a Diversified Portfolio facilitated by Sanjay Mistry, Head of Alternative Credit, Pension Protection Fund
- Manager selection pointers in private credit facilitated by David Hansen, Head Private Debt & Infrastructure, LBBW Asset Management
- Private credit and European defence
- Secondary transactions in the market place
- Side letter negotiations
- AI and manager selection
- Incorporating niche strategies in a portfolio facilitated by Eugenio Sangermano, Managing Director, BF.capital GmbH
- Meeting LP ESG requirements
- LP led GP stakes
- Building a portfolio with managers providing alpha and yield enhancers facilitated by Adam Jurczak, Director, Credit, Capital Markets, Ontario Teachers’ Pension Plan
- Unlocking opportunity in CEE Emerging Markets Private Credit facilitated by Walter L. Seitz, Senior Investment Officer, IFC
- Blended finance in private credit facilitated by Azmeen Merchant, Investment Executive, British International Investment
Speakers
17:00
08:00
08:15
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PE style due diligence for senior secured credit in a low margin for error market.
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- Competing as a mid market / Independent manager
- Navigating the reality of being a potential acquisition target and the drivers
- Operating with a strategic partner (minority or majority)
- Post acquisition operating reality
- Future proofing: Building a durable, competitive operating model
09:15
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Chairperson
09:20
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On stage interview with an active, leading global institutional investor discussing investment appetite for private credit, diversification and outlook on the asset class.
09:40
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- Reflecting on the dislocation cycle of the past 2 years and where we stand now
- How are current market conditions favouring opportunistic strategies
- What will it take to build scalable, cross-cycle private credit platforms that remain resilient through credit market dislocations and liquidity crunches?
Speakers -
AI is transforming private credit—but where is it delivering tangible value? This workshop provides private credit professionals with practical insights into how AI can be applied across the investment lifecycle. Drawing on real-world use cases, it explores how leading asset managers are leveraging AI and automation to enhance decision-making, strengthen governance, and streamline operations.
10:20
10:45
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- What do sponsors look for in lenders and in a financing?
- Views on private credit’s evolution, e.g. retail, secondaries, club deals
- Market outlook – pricing, lender appetite, documentation
- Deployment appetite (as an equity investor) – country / sector focuses
11:20
11:50
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Our PDI Investment Committee takes a look at three investment case studies from leading GPs
in this unique interactive format.
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This exclusive closed-door workshop provides a setting for LPs to engage with specialist emerging private debt fund managers. With attendance strictly limited, the session is designed to foster meaningful connections, enabling LPs and emerging managers to identify aligned investment strategies and priorities.
12:55
13:50
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- Looking beyond the safe havens of healthcare, financial services and tech; where are direct lenders finding opportunities across adjacent industries?
- Investor demand for European defence in the middle market
- Will there be another commodity super cycle financed by private credit? Opportunities in Metals and mining?
- Private credit capital coming into Datacentres
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- LP views on private real estate credit as a strategy for risk adjusted returns
- Where are managers capitalising on opportunities stemming from market dislocation?
- How is the market evolving?
14:25
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- Outlook on current risks in the lending space.
- What are the risks given the rapid market expansion of private credit
- What is concerning LPs most when it comes to structural and operational risks?
- Practical, real-world uses of AI in underwriting and risk management
Speakers -
- Impact of price pressures on assets in the current market
- What are the underlying drivers of the infra debt sector?
15:00
15:30
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- Drivers behind the growth of private credit in the insurance industry
- Where are insurers seeing opportunities aligned with their balance-sheet objectives?
Speakers
16:10
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Chairperson