LP Perspectives: Approaches to private credit portfolio construction in a shifting market

13 Oct 2026
  • How do investors underwrite private credit in a world of higher dispersion, slower exits and increased scrutiny around liquidity and governance?
  • How are investors approaching risk amidst geopolitical fragmentation and volatility?
  • Key considerations when integrating private credit into institutional portfolios
Moderator
Hans-Peter Dohr
Hans-Peter Dohr, Managing Partner - Institutional Capital Associates
Speakers
Olga Braun-Cangl
Olga Braun-Cangl, Investment Managing Director - Cambridge Associates
Sebastian Stahn
Sebastian Stahn, Investment Manager - finccam