Summits Day
- Anthony Fobel - CEO, Arcmont Asset Management
Larger deals and fiercer competition: what does this mean for the future of direct lending? Where are the opportunities in a growing market and which subsectors are gaining the most traction?
What differences are we seeing between the European and US markets? How is the growth of BDCs / mass affluent and wealth affecting private credit?
How has investor demand for private debt developed over the last 12 months? Which sectors do LPs currently see as the most attractive and why? Sharing examples of where we are seeing innovation in the industry to overcome the challenges facing investors
- Ken Kencel - President & CEO, Churchill Asset Management
How to identify the best assets and sources of alpha. What type of strategies are different LPs demanding? Which loan structures and strategies ae performing best in the current market?
New types of borrowers to lend to: Assessing growth in the market for the financing needs of retail investors and corporates. How can private credit provide the flexibility to structure financings to meet specific borrower requirements? Does regulation need to catch up on investor protection?
The increasing importance of regional diversification in a more volatile world. How are lenders truly differentiating themselves?
How has the growth of private credit and direct lending impacted investment opportunities within the mid market? Where do lenders see opportunity to unlock value and how do they view the value proposition of the upper versus core/lower middle market?
End of the Private Debt Summit