Summits Day
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?
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?
How to combine flexibility, speed, digital-enabled risk assesment and specialized sector knowledge. To what extent is automation playing a key role in differentiation for lenders?
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?
The success of specialized industry lending and integrated tech-driven monitoring solutions. Reshaping the competitive landscape beyond traditional banking models.
How big is the distressed opportunity today and going forward? Where are investors deploying opportunistic capital and which markets are defensively positioned?
Where are the new opportunities in asset-backed finance and securitisation?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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?
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 private equity firms and investors effectively identify and support diverse emerging managers to create a more inclusive and equitable investment landscape? What are the most impactful
strategies for fostering diversity and inclusion within portfolio companies, particularly in leadership roles, to drive innovation and long-term growth? How can mid-market firms build and sustain a culture of equity and inclusion that attracts and retains diverse talent while delivering superior investment outcomes?
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?
What is the ongoing market impact of ELTIFs? How are they transforming access to private markets for private wealth investors? Offering a wider range of strategies in a more scalable format. What are the existing challenges? |
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? |
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 |
Blackstone, for example, recently launched BXINFRA Lux, a fund focused on large-scale infrastructure assets such as energy, transport, and digital networks, offering quarterly redemptions to provide some liquidity.
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? |
How are family offices balancing tradition with transformation? How are the factors of inflation, rates, geopolitical tension, regulation, digital advancement, transparency initiatives affecting investment decisions and what are their new growth strategies?
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? |
This exclusive lunch is for LPs to network with their peers. Open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification. Places are limited, to register please email: samantha.grannum@informa.com
Location: Hugo's Restaurant