Summits Day
- Anthony Fobel - CEO, Arcmont Asset Management
The private credit market has achieved record growth. But what is the impact of pending lower rates on CLO creation, syndicated loans and high-yield bond volumes? How will the industry be able to maintain this trajectory? Do lending standards need to be tightened?
- Anthony Fobel - CEO, Arcmont Asset Management
Defaults have been muted; borrowers struggling with interest payments have experienced deteriorating fundamentals. Will there be pressure points when loans mature? Does private credit continue to offer attractive yields?
- Laura Holson - Managing Director & COO, Credit, New Mountain Capital LLC
- Jeff Levin - Managing Director, Co-Head of North America Private Credit, Head of Direct Lending, Thoma Bravo
- Lee Landrum - Partner, Manulife|Comvest Credit Partners
- Matt Theodorakis - Co-Head of European Direct Lending in the Ares Credit Group, Ares Management
- Ryan Brauns - Partner, Ares Credit Group, Ares Management
Examining key Investment considerations and the search for DPI in an alternatives portfolio
- Yale Baron - Managing Principal & Co-Chief Investment Officer, Anchorage Capital
How to combine flexibility, speed, digital-enabled risk assesment and specialized sector knowledge.
- Zach Lewy - CEO, CIO, Fund Principal, Arrow Global
- Kris Kraus - Managing Director, Portfolio Manager, PIMCO
- Charles Dunlap - Head of Global Financial Opportunities Advisory, Senior Managing Director, Cerberus Capital Management
To what extent are macroeconomic changes playing to the strengths of the mid-market? What are the key trends driving the sector and how are fund managers driving returns despite the tough environment?
- Stuart Mathieson - Head of European Private Credit and Capital Solutions, Barings
- Peter Arnold - Head of LBP AM European Private Markets, LBP AM European Private Markets
The success of specialized industry lending and integrated tech-driven monitoring solutions. Reshaping the competitive landscape beyond traditional banking models.
- Kevin Griffin - CEO & CIO, MGG Investment Group
How big is the distressed opportunity today and going forward? Where are investors deploying opportunistic capital and which markets are defensively positioned?
- Bouk van Geloven - Co-Head of European Investment Team, Strategic Value Partners
What are the primary drivers behind the growing interest in NAV finance among private credit investors?
Location: Capital I
The importance of combining flexibility, speed, digital-enabled risk assessment, and specialized sector knowledge to succeed in the private credit market
What factors are contributing to an increased demand for GP led private credit secondaries? How are pricing trends evolving in this market? What are the growth prospects for GP led credit secondaries?
- Kristina Matthews - Partner, Head of Investor Relations and Fund Raising, Falcon Investments
- Joaquin Ardit - Senior Portfolio Manager, Allianz Global Investors
End of the Private Debt Summit Day 2
What are the key macroeconomic and geopolitical factors influencing the growth of secondaries, and how can investors adapt to these changes? How can secondary markets remain resilient in the face of market corrections or high-interest rate environments? What opportunities exist in emerging asset classes like private credit, infrastructure, and venture capital secondaries?
- Louise Boothby - Partner, CVC Secondary Partners
- Ralph Keitel - CIO, SIFEM
How can GPs ensure transparency and fairness in GP-led transactions to build trust with LPs? What strategies can GPs use to balance immediate liquidity needs with long-term value creation? What are the key risks and emerging trends in GP-led transactions, and how can they be effectively managed?
- Charles Aponso - Partner (Head of Europe, Primaries, Co-investments & Secondaries), Quilvest Capital Partners
- Philippe Ferneini - Partner, StepStone Group
How do macroeconomic factors like interest rates, geopolitical events, and liquidity challenges impact valuation methodologies and signal opportunities or risks in evolving markets? What are the key challenges in ensuring fairness and alignment in pricing GP-led secondaries, and how can semi-liquid products reshape valuation dynamics? How are innovations like AI, evergreen vehicles, and sector specialization influencing valuation practices and creating growth opportunities in niche markets?
What strategies can LPs use to enhance portfolio liquidity in an unpredictable market? How can LPs leverage diversification to mitigate risks and optimize returns? What role does technology play in helping LPs analyse market trends and adjust portfolios effectively?
- Ethan Levine - Managing Director, CF Private Equity
How can LP-led transactions address liquidity needs and optimize portfolio strategies in today's market? What are the key challenges in pricing and structuring LP-led deals amidst economic volatility? What emerging trends and innovations are shaping the future of LP-led transactions in the secondary market?
- Jerry Newman - President & Founder, Willowridge Partners
- Elena Laleh - Managing Director, Kline Hill Partners
- Cari Lodge - Partner, Aqualis Partners
How can mid-market GPs effectively address valuation challenges in GP-led transactions? What strategies can mid-market GPs use to attract capital and stand out in a competitive market? Which sectors within the mid-market offer the most promising opportunities for GP-led deals?
- Derek Snyder - Partner & Co-head of PE, AltamarCAM Partners
How can private credit secondaries address liquidity challenges for institutional investors? What are the key factors driving the growth of private credit secondaries as an asset class? How do deal structures in private credit secondaries differ from other secondary markets?
- Greg Ciesielski - Managing Director (Secondary), HarbourVest Partners, LLC
What factors are driving the growth of single-asset continuation funds in the secondary market? What are the main challenges and risks associated with structuring single-asset secondary transactions? What innovative strategies can maximize value and ensure alignment in single-asset continuation funds?
- Thomas Hoffmann - Partner, Head of Investments, SFP Infrastructure Partners
- Andreas Bohn - Co-CEO & Managing Partner, SwanCap Partners
- Charlotte Morris - Partner, Pantheon
What factors are driving the evolution of secondaries into a distinct asset class? How does the growth of secondaries compare to other established asset classes in private equity? What challenges must be addressed for secondaries to achieve full recognition as a stand-alone asset class?
- Benjamin Wilson - Senior Managing Director, Global Head of Secondaries, HQ Capital Private Equity
How do tariffs, trade wars, and geopolitical tensions impact mid-market private equity strategies? What steps can mid-market firms take to mitigate risks and identify opportunities in volatile markets? How can mid-market firms adapt their investment strategies to thrive in uncertain macroeconomic conditions?
- Alexander Hesseling - Managing Director, HQ Capital
- Elena Gattolin - Managing Director, Fremman Capital
- Anne-Laurence Roucher - Head of Private Markets, Edmond de Rothschild Asset Management
How can GP-led secondaries and continuation funds be tailored to mid-market needs? What strategies can mid-market firms use to align valuation expectations between buyers and sellers? How can mid-market firms prepare portfolio companies for successful exits in challenging economic conditions?
What role can mid-market firms play in the growing defence and infrastructure sectors? How can mid-market firms leverage government spending programs to identify scalable investment opportunities? What are the specific challenges and opportunities for mid-market firms in balancing ESG considerations with defence investments?
- Marko Maschek - Partner & Co-Founder, Marondo Capital GmbH
What are some innovative approaches to fundraising, such as evergreen structures and feeder funds? How do tax and regulatory hurdles impact mid-market fundraising efforts? How can mid-market funds differentiate themselves to attract LP interest in a competitive environment?
- Britta Lindhorst - Executive Advisor, Palladio Partners
- Jean-François Le Ruyet - Founder, Labarr Advisory
- Imogen Richards - Partner, Head of European Primaries, Pantheon
- Vaish Katamreddy - Managing Director (Buyout), Golding Capital Partners
How do geopolitical factors, such as US tariffs and European trade policies, influence mid-market private equity investment strategies in each region? Which sectors in the US and Europe are currently driving growth in the mid-market, and how do investment approaches differ across these regions? What are the key challenges and opportunities for adopting AI and technology in mid-market firms in the US compared to Europe?
- Andreas Klab - Partner & Head of Germany, Rivean Capital Advisory GmbH
What factors contribute to the consistent outperformance of mid-market private equity in the Nordics? Why is southern Europe becoming increasingly attractive for mid-market investments? How can mid-market firms in other regions collaborate with successful players in these areas?
How can mid-market firms effectively identify and support high-potential emerging managers? What strategies can help overcome barriers to entry and build investor confidence in emerging managers? How can emerging managers drive long-term value creation in portfolio companies?
What unique opportunities and challenges do private equity firms face when investing in lower-mid market companies? How can PE firms add value beyond capital to help lower-mid market businesses scale and achieve operational excellence? What sectors or trends are currently most attractive for lower-mid market PE investments, and why?
- Cilian Jansen Verplanke - Founding Partner, Karmijn Kapitaal
- Brendon Parry - Head of Private Markets, Deputy CIO, TIFF Investment Management
- Andi Klein - Managing Partner Triton Smaller Mid-Cap, Triton Partners
- Johannes Roth - Co-Head of Unified Global Alternatives, Managing Director, UBS Asset Management
- Markus Egloff - Managing Director, Head of GWS International, KKR
- Michael Sidgmore - Co-Founder & Partner, Broadhaven Ventures and the AGM Studio
Apollo, one of the leading GPs leveraging ELTIF structures, joins a major European bank to discuss how the enhanced ELTIF framework is broadening access to private markets. With ELTIFs now accessible to retail clients, financial institutions can offer long-term private market strategies through a regulated, scalable framework. This session explores the opportunity, expected market growth, and how leveraging private-markets expertise can drive value for investors across Europe.
- Véronique Fournier - Partner, Head of EMEA Wealth Distribution, Apollo Global Management
- Eric Zuidmeer - Senior Specialist Private Markets/Head PE Solutions, ABN AMRO
Evaluating the pros and cons of private equity as an asset class for wealth managers. Why is manager selection so important given turbulence in the market? How does PE fit into broader institutional portfolios for wealth managers? And how do risk/returns differ from traditional closed-end vehicles?
- Michael Sidgmore - Co-Founder & Partner, Broadhaven Ventures and the AGM Studio
- Emma Cory - Head of Alternatives, Private Bank, HSBC UK Bank plc
- Diana Celotto - Co-Head of Private Equity, Unified Global Alternatives, UBS Wealth Management
- Alisa Amarosa Wood - Partner, Private Equity, KKR
- Adrienne Jaersvall - Head of Fund Advisory, Western Markets & Switzerland, Julius Baer
Expanding access to the transformative value creation opportunity in private software: how are managers providing wealth investors with a diversified portfolio across large-, mid-, and small-cap private software companies and how are investors responding?
Is private wealth the next frontier for private credit? Addressing concerns such as liquidity, risk profile, high minimum investment amounts, regulatory issues, transparency and trust
- Nicole Drapkin - Senior Managing Director, Credit Investment Team, Blue Owl
Secondaries: a valuable asset within private wealth portfolios?To what extent are managers launching secondaries focused vehicles into their evergreen funds and with what success?
Why are wealth managers allocating more client capital to private assets? How are private wealth managers expanding their access to private equity? What are the key growth drivers for alternatives in the wealth space and are they being met?
End of the Private Wealth Summit
This exclusive lunch is for LPs to network with their peers. Places are by invite only.
Location: Hugo's Restaurant