If you are interested in speaking opportunities at the event please contact James Hatwell at james.hatwell@pei.group.
08:00
08:50
09:00
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At a time where our asset class is hitting the headlines, hear from the PDI New York advisory board as they cut through the noise to make sense of where private credit stands
09:30
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Beyond the headlines – how are managers and investors responding to negativity surrounding the asset class? Is it contained to the BDC market/retail investment? Systemic risk or simply market matura …
10:10
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How has recent market noise strengthened asset-based finance’s position in the private debt hierarchy? Where are investors finding value? How are GPs ensuring their underwriting is robust enough i …Speakers
10:50
11:10
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Chairperson
11:30
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How are direct lending funds performing through current market turbulence? How can fund managers differentiate themselves in a market that is experiencing increasing bifurcation? Will the mid-market …ModeratorSpeakers
12:10
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Experience counts – the importance of a track record in a strategy that is hitting new heights Providing differentiation through origination Yield, diversification and downside protection – dissecting …
12:30
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Have there been lessons learnt for private credit funds when it comes to expectations around liquidity provision for investors? If so, what are they? Amidst tales of redemption gating and more, what …Moderator
14:00
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Assessing why investors are turning increasingly to both LP and GP-led secondary strategies in the current climate Solving the liquidity ‘crisis’? How secondaries are set up to reassure LPs Downside …Moderator
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At this stage of the credit cycle, how are mid-market managers continuing to provide value? Upper, lower, sponsored, non-sponsored… key considerations and characteristics across the mid-market What …Moderator
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With the right application, AI and private credit go hand in hand. In this interactive workshop, experts from Carta will demonstrate how AI can be practically integrated into private market workflows. …Sponsored by:Carta
14:40
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Why does North American private debt investment still represent the best opportunity for investors? Capitalising on opportunities amidst volatility Looking beyond software - which sectors in the US …
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Examining infrastructure debt’s key characteristics that has seen it surge in popularity for North American LPs Defence, energy, transport, data centres – evolving opportunities across an asset class …
15:20
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After some notable fund raises and closes in H1, are we entering a favourable environment for opportunistic credit? Why LPs are turning to this strategy in the search for optimum portfolio efficienc …
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How is NAV financing reshaping liquidity management in the current environment? Can a blend with secondaries work for investors seeking more liquidity? LP sentiment and education around risk-return …
16:20
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Which strategies are proving most popular with LPs right now? Are we seeing a shift away from the US towards other regions? How do LPs see their role within private credit evolving, in the face of …ModeratorSpeakers
17:00
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Examining how global conflicts, geopolitical volatility and the wider macro environment is impacting the private credit market Myth or fact – are investors shifting priorities from the US to Europe …
08:00
09:10
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Where and what is AI actually delivering today in the underwriting process? How is AI reshaping investment decision-making and accountability as competition tightens covenant terms? What should LPs be …
09:40
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How can private credit contribute to a wider diversified fixed income portfolio for LPs? Secondaries, specialty finance, special situations, opportunistic… where within the debt universe are investo …
10:20
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Credit risk management – how can the merging of private and public enhance this? Can blended private and public products provide a solution to the current liquidity issues in the market? How are L …Moderator
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European private credit offers US investors a compelling return premium, most pronounced in the lower mid-market – the largest yet most fragmented segment of the European lending landscape where small …Sponsored by:Kartesia
11:00
11:15
11:40
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Exploring how capital strategy has become a more central part of broader business and investment decision-making Considering the range of capital solutions available today, including direct lending, h …
12:20
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Evaluating current trends in the infrastructure and real estate financing markets Defence – moving to the frontline for debt investment? Will data centres still continue to lead real asset finance …
12:50
14:00
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How is the make-up of LP capital changing in North American private credit? Will we see a prolonged pull-back from private wealth and retail? The integral role of institutional and insurance inves …Speakers
14:40
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This debate will sort fact from fiction, addressing the narrative that capital within private credit is heading east and away from the United States.
15:20
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Why are BDC redemptions at an all-time high so far this year? Is retail wealth the sole cause? Zeroing in on evergreen structures – what’s gone wrong and where does the future lie for them? What p …
