Summits Day
To what extent will private credit’s next chapter be shaped by macroeconomic forces? Predicting the path of monetary policy, growth and credit conditions over the next 5 years. What will this mean for borrower health, default rates and what is the relative attractiveness of private credit versus fixed-income alternatives? How resilient is the private credit model as it enters its next phase of growth?
How appealing is Europe's private credit landscape in 2027 and beyond? Hot sectors, hidden risks, and where the smart capital is moving
Examining the prospects for retail and semi-liquid fund growth and evergreen structures. How are retail investors reshaping the way direct lenders raise capital and how will this affect institutional LP demands in 2027 and beyond?
AI has emerged as an operational opportunity for underwriting, monitoring and due diligence and a disruptive force to shape the “next era” of the industry. Comparing internal efficiency gains against portfolio-level risk — what does the future hold?
Taking advantage of structural financing gaps in energy, infrastructure, real estate and digital infrastructure. Assessing where the strongest risk-adjusted opportunities lie and how underwriting and structuring differ from traditional corporate direct lending. How does real asset debt fit into portfolio diversification for both institutional and retail-facing strategies?
Understanding private credit's rapid growth and predicting what the future holds for the industry
How are allocators expected to recalibrate portfolios over the next three to five years — and what are the implications of a more competitive fundraising environment for managers of all sizes?
As leading private credit managers race to build multi-strategy platforms, what's driving the push into private investment grade lending and NAV-based financing, and what capabilities, capital, and talent does it take to scale credibly into these adjacent strategies?
As smaller managers merge or get acquired and borrowers pursue buy-and-build strategies, how is the competitive landscape of the lower mid-market being reshaped, and what does this mean for pricing power, deal access, and specialisation?
End of Private Debt Summit Day One