Asset-Backed Finance Summit
How have changing economic conditions impacted the performance of asset-backed lending in private credit? How are changing investor appetites and regulatory pressures impacting asset-backed lending across Europe? Which types of assets are proving to be most resilient in the current macroeconomic environment?
- Matthias Dux - Founding Partner, Avellinia Capital
- Srdjan Vlaski - Managing Director, StepStone Group
- Patrick Connors - Global Head of Private Credit, DWS
- Vincent DiGiorgio - Principal, Blue Owl
- Nabil Aquedim - Head of Real Estate and Asset-Backed Strategies, Arini Capital Management
What is attracting LPs to allocate to asset-backed lending strategies across Europe? How can LPs effectively assess manager quality and track record within asset-backed lending? Which sectors are LPs seeing as the most attractive and resilient in the current environment?
- Melissa Bockelmann - Head of Private Debt Investment Specialists, Aviva Investors
- Chen Xu - Porfolio Manager, Klarphos
- Reji Vettasseri - Lead Portfolio Manager – Private Markets, DECALIA
How has appetite for real estate debt evolved in the last 12 months? With volatile market conditions, how does the asset-backed structure of real estate debt provide stability? Which property sectors are showing the most resilience in the current environment?
- Guillermo Pérez Molina - Private Credit Associate, Alternative Investment Management Association
- Kristóf Vashegyi - Managing Director, Private Credit, AltamarCAM Partners
- Eamon Ray - Head of Private Credit & Alternative Income, Universities Superannuation Scheme Investment Management
What makes infrastructure debt an attractive asset class in today’s market? Which sectors and types of infrastructure are currently providing the best opportunities? How are technological and energy transitions shaping the European infrastructure debt market?
- Ian Milton - Founder & CEO, Mercia Capital Partners
- Florent del Picchia - Head of Euro Infrastructure Debt, Aviva Investors
- Albane Poulin - Head of Private Credit, Gravis Capital
- Vidyasagar Pulavarti - Chief Investment Officer, Clifford Capital
- Sunil Malhotra - Investment Director, Universities Superannuation Scheme Investment Management
What makes music royalties an attractive asset for private credit investors in the current environment? How can the risk and return of royalty-backed deals be assessed? How has investor appetite for media, entertainment and healthcare royalties evolved in recent years?
- You-Ha Hyun - Principal, Perpetual Investors
- Raj Singh - CEO, Media Capital Technologies
- Michael Keyoung - Senior Managing Director, Head of Private Credit & Royalty, CBC Group (R-Bridge)
- Adrian Politowski - Executive Chairman & Co-Founder, ALIGN
- Alice He - Senior Investment Director, Private Credit & Alternative Income, Universities Superannuation Scheme Investment Management
Which ‘under-the-radar' or evolving sectors within asset-backed finance should LPs be aware of? How can LPs balance innovation with caution when exploring emerging opportunities in asset-backed finance?
This exclusive closed door discussion group is run under the Chatham House Rule and only open to invited development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds. For more information, please contact Momina.Nehmat@informa.com
- Veronica Bateman - Private Credit Strategist, Aksia
What role does CLO equity play in private market portfolios, and how does it complement other investment strategies? What are the key factors driving CLO performance today? How is investor demand for structured credit evolving in Europe versus the US?
- Jon R. Brager - Managing Director/Portfolio Manager, Palmer Square Capital
- Jacob Walton - Co-PM, European CLOs, Sona Asset Management
How does ARR lending compare to traditional asset-backed finance in terms of risk, structure and investor protections? Is the influx of capital into ARR lending creating crowding risks, and are spreads adequately compensating for these risks? What role can ARR lending play in the broader European private credit market, and how can investors navigate its unique challenges?
- Peter Flynn - Chief Executive, Candela Capital
- Craig W. Netterfield - Managing Partner, Columbia Lake Partners
- William Chappel - Managing Partner, Palatine Growth Credit
- Charlotte Goggin - Director, Venture and Growth Capital, CIBC Innovation Banking
- Dmitrii Rivkin - Founder, Done
How is the current macroeconomic environment affecting activity and appetite in venture debt? Where are the main opportunities in the European venture debt market today? How can venture debt fit into broader portfolio allocation strategies?
- Helene Schutrumpf - Founder, Drake Financial Advisory
- Timo Hara - Partner, Certior Capital
- Xavier Van Hove - Managing Partner, Nighthawk Partners
- Donatella Callegaris - Head of Venture & Growth Lending at BBVA in Europe, BBVA