Main Conference Day 1Wednesday, 10 June 2026

Blurring lines between geopolitics, politics and economics: What does this mean for private markets?

How will deglobalisation and geopolitical risk affect capital allocation, deal structures, exit timings and portfolio construction?

Victor Khosla, CIO of Strategic Value Partners and Sebastian Schroff, CIO Private Credit & Private Equity at Allianz Global Investors will discuss how a vibrant environment in technology, with AI powering headline markets, has been co-existing with a slowdown in the real economy. As a result, large swathes of the high yield credit market have been under serious strain over the last two years, creating one of the largest opportunity sets since the global financial crisis.

Will anticipated declining interest rates have a positive impact? How will this affect deal activity, deal valuations, refinancing and exit opportunities? What other factors might create a more constructive backdrop for growth and activity?

Premium sports franchises sit at the center of the global sports and media ecosystem, offering a unique combination of durability, scarcity, and global cultural relevance.

These attributes have driven strong performance and rising institutional demand but also require a more sophisticated approach. As franchises evolve into multi-dimensional platforms, investors must pair access with proprietary insight, operational expertise, and strategic connectivity.

This discussion will explore the key drivers of the asset class, and what it takes to generate differentiated outcomes.

Taking advantage of fundraising tailwinds: is Europe the most appealing market? How are firms diversifying their investor base? How can GPs find creative ways to boost LP liquidity?

A discussion with the CTIO of the International Olympic Committee exploring how technology is driving value and modernizing the world’s largest and most complex sporting event, the Olympics

Ideas for demonstrating differentiation and value-add for enhancing fundraising and deal flow

GP stakes, private credit and structured capital are reshaping how firms fund growth — but what happens after the capital lands? How are the best GPs pairing new financing structures with hands-on value creation to outperform?

For decades, private markets operated in an environment defined by abundant liquidity, expanding leverage, predictable globalization and a financial system built around the balance sheets of major banks. Most of the industry’s dominant firms were shaped during that era. Tikehau Capital was not.

Founded in 2004, between the dot-com collapse and the global financial crisis, Tikehau Capital is one of the only major European alternatives firms born after the old financial order had already begun to fracture. That timing forced a fundamentally different mindset: one built around flexibility instead of permanence, liquidity instead of leverage, and resilience instead of financial engineering.

In this candid conversation, Mathieu Chabran and Jennifer Prosek will explore what the industry is still underestimating about the next cycle in private markets, from liquidity pressure and the rise of private credit to Europe’s strategic opportunity set and the growing intersection of capital, geopolitics and industrial policy.

As markets become more fragmented, capital more strategic and liquidity less predictable, the firms built for the next era may not look anything like the firms that dominated the last one.

Meeting the challenges of a new investing era and creating innovative solutions for liquidity and refinancing