Main Conference Day One
How are GPs refining their internal risk management frameworks to insulate new capital deployment from short-term market noise and secure structural portfolio health? Which specific European sectors are demonstrating the greatest resilience against macroeconomic impacts? How can LPs and GPs effectively strengthen portfolios against escalating pan-European geopolitical volatility?
Which underlying European sectors are currently topping LP allocation wish lists? Which specific private credit sub-strategies are winning the battle for capital as investors hunt for resilient risk-adjusted alpha? How do LPs differentiate between pan-European generalist managers and localised, country-specific specialists during selection?
How has investor appetite for direct lending developed over the past 12 months, and where are the most compelling opportunities today? Which European sectors and sub‑regions currently offer the strongest risk‑adjusted returns for direct lenders, and why? In an increasingly crowded European market, what true differentiators will allow direct lenders to sustain a competitive edge?
Run under the Chatham House Rule and open to pre-registered banks, corporate investors, development finance institutions, endowments, foundations, insurance companies, investment consultants, pension funds, RIAs, single family offices, sovereign wealth funds and wealth managers subject to qualification.
To enquire, please email alex.raeside@informa.com
What macroeconomic forces are driving institutional capital away from cashflow lending and directly into European asset-backed strategies? Which tangible collateral types are currently securing the highest risk-adjusted returns while insulating portfolios from inflation? In a market starved for liquidity, how are managers structuring asset-backed deals to ensure robust valuation accuracy and seamless liquidation triggers?
What structural and macroeconomic indicators are flashing early warnings of corporate distress across European credit markets? Which specific sectors are presenting the most mispriced, attractive entry points for opportunistic capital today? In what ways are LPs adjusting their asset allocation models to accommodate extended lock-up periods of opportunistic credit vehicles?
Which specific niche sectors are currently delivering the most resilient, risk-adjusted returns? How should LPs strategically calibrate their portfolios to balance core direct lending with the unique diversification benefits of specialty finance? Are niche strategies best accessed through dedicated, pure-play managers, or via mega-cap multi-strategy platforms?
What non-negotiable factors must European LPs prioritize when selecting a private credit manager today? Why is a historic track record meaningless without auditing current team stability and strategy drift? How can LPs anchor large, established funds alongside niche, agile managers?
This exclusive closed door discussion group is only open to banks, corporate investors, development finance institutions, endowments, foundations, insurance companies, investment consultants, pension funds, RIAs, single family offices, sovereign wealth funds and wealth managers subject to qualification.
To enquire, please email alex.raeside@informa.com
What critical lessons have been learned from recent structural failures and halted redemptions in the evergreen market, and how are modern fund terms evolving to protect remaining investors? How do the operational advantages of evergreen vehicles stack up against traditional closed-end structures? Are LPs utilizing evergreen structures as a permanent core allocation tool, or are they treating them strictly as tactical liquidity management vehicles?