Summit Day
This practical, case study session will explore how private credit strategies are being deployed across African markets, through a candid look at real transactions, portfolio experiences and investment outcomes.
Through two in-depth case studies, presenters will share:
- How deals were sourced, structured and executed
- What worked well, and what did not
- Key lessons around underwriting, risk management and borrower engagement
- How outcomes compared to original expectations
- What these experiences reveal about the evolution of private credit across Africa
10 mins presentations followed by 10 mins audience Q&A
How is the emergence of credit secondaries beginning to reshape liquidity, portfolio management and capital recycling across African private credit markets? What types of credit secondary transactions are beginning to gain traction across African markets? What is driving growing global investor interest in the space?
As the lines between private equity and private credit continue to blur, how are managers rethinking traditional fund mandates, return structures and capital deployment strategies across the continent? How are investors using hybrid debt-equity structures to navigate valuation challenges, founder dilution concerns and liquidity pressures across African markets? How are hybrid structures changing the power dynamics between founders, GPs and LPs across deals?
- David Kornik - Managing Partner, Vantage Capital
If trade finance has historically sat with banks, what is private credit doing differently that is making borrowers increasingly willing to pay a premium? As companies increasingly combine traditional bank lending with private credit solutions, what does a strong blended trade finance structure look like? Which sectors, trade corridors and transaction types are creating the most attractive trade finance opportunities today?
- Ashim Egunjobi - Managing Partner, Octerra Capital
This practical, case study session will explore how VCs are navigating today’s evolving market environment, with a focus on valuations, exits, liquidity and long-term value creation.
Through two real-world case studies, speakers will share:
- How investment and valuation strategies have evolved in the current climate
- On-the-ground lessons from scaling businesses across African and other emerging markets
- Approaches to exits, liquidity and return of capital in VC markets
- How firms are adapting their venture models in response to changing LP expectations and market realities
9 mins presentations followed by 7 mins Q&A
Which digital infrastructure models, platforms and investment strategies are gaining the strongest traction across African markets today, and why? How are investors balancing the growing demand for data centres and infrastructure with increasing pressures around power availability, energy usage and infrastructure resilience across African markets? Where could Africa develop differentiated advantages within the global digital infrastructure and AI ecosystem, and how can investors support that opportunity?
This practical, case study-led session will explore how investors and operators are approaching social infrastructure opportunities across African markets, with a focus on projects combining long-term demand, operational resilience and scalable impact.
Through two real-world case studies, presenters will share how projects were identified, structured, financed and scaled, alongside the key lessons learned through execution and delivery.
Case studies will include:
- Education and private schooling investment
- Water infrastructure, distribution and efficiency solutions
15-minute presentations followed by 10-minute audience Q&A
- Mark van Wyk - CEO & Co-Founder, Infra Impact Investment Managers