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Key Sessions
Bobby Vedral
Macro outlook: a mid year review
MacroEagle
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Day One - BST/UTC+1

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Day One - BST/UTC+1

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08:00 - 08:5050 mins
Networking
    08:50 - 08:555 mins
    Day One
    Chair’s welcome address
      09:00 - 09:3030 mins
      Day One
      Macro outlook: a mid year review
      • Bobby Vedral - Founder, MacroEagle
      09:35 - 10:1035 mins
      Day One
      Private credit state of the union: a time of challenge and opportunity
      • Jens Ernberg - Managing Director and Co-Head of Private credit, Capital Dynamics
      • Luis Mayans - Partner and Deputy Head, Private Debt, CDPQ
      • Richard Oliver - Managing Director, Credit, Ares Management
      • Frank Meijer - European Head of Alternative Fixed Income, Aegon Asset Management
      10:10 - 10:2010 mins
      Day One
      Live Q&A
        10:25 - 10:5025 mins
        Day One
        Where is the relative value in European credit?
        • Bill Ammons - Founding Partner and Portfolio Manager, AlbaCore Capital Group
        • David Witkin - Managing Director, Credit Investments, PSP Investments
        • Alice Lee - Director and Head of Structured Credit Research, Willis Towers Watson
        • Davide Deagostino - Principal, Portfolio Management, BT Pension Scheme Management
        10:50 - 11:0010 mins
        Day One
        Live Q&A
          11:00 - 11:3030 mins
          Networking Break
            11:30 - 12:0030 mins
            Day One
            Direct lending: adapting to survive and thrive
            • Abhik Das - Managing Director, Head of Private Debt, Golding Capital Partners
            • Michael Bay - Managing Director, Northwestern Mutual Capital
            • Eric Capp - Head of UK, Benelux, and Nordic Origination, Pemberton Capital Advisors
            • Tom Newberry - Partner, Head of Private Credit Funds and Senior Portfolio Manager, CVC Credit Partners
            12:05 - 12:4035 mins
            Day One
            Niche and speciality finance: how big can this become?
            • Matthias Unser - Managing Director, YIELCO Investments AG
            • Reji Vettasseri - Lead Portfolio Manager, Decalia Asset Management
            • Niels Bodenheim - Head of Alternative Credit, NN Investment Partners
            • Fabian Chrobog - Founder and CIO, North Wall Capital
            • Edouard Guillet - Managing Director, IPF Partners
            12:40 - 12:5010 mins
            Day One
            Live Q&A
              12:55 - 13:1520 mins
              Day One
              Keynote address
                13:15 - 13:4530 mins
                Networking Break
                  13:45 - 14:1530 mins
                  Day One
                  A review of the private credit landscape
                  • Leo Fletcher-Smith - Strategy Head, European Private Credit, Aksia Europe
                  14:20 - 14:5030 mins
                  Day One
                  Deal origination: are we facing a race to the bottom?
                  • Claire Harwood - Investment Director, Permira Debt Managers
                  • David de Villiers - Vice President, Private Equity, Wilshire Private Markets
                  • David Ross - Managing Director, Northleaf Capital Partners
                  • Raj Makam - Managing Director and Co-Portfolio Manager, Oaktree Capital Management
                  14:55 - 15:2530 mins
                  Day One
                  Distressed, stressed and special situations: a deluge of opportunity?
                  • Damon Krytzer - Managing Director, Probitas Partners
                  • Alon Avner - Managing Director, Bain Capital Credit
                  • Anthony Robertson - Managing Partner & CIO, Cheyne Strategic Value Credit
                  15:25 - 15:5530 mins
                  Networking Break
                    15:55 - 16:2530 mins
                    Day One
                    Latest performance data on private credit fundraising, deals and exits
                    • Kelly DePonte - Managing Director, Probitas Partners
                    16:30 - 17:0030 mins
                    Day One
                    Which GP structures are optimal?
                    • Christoph Gort - Managing Partner, Siglo Capital Advisors
                    • John Sinik - Managing Partner, Metric Capital Partners
                    • Taj Sidhu - Head of European Credit Opportunities, The Carlyle Group
                    16:30 - 17:3060 mins
                    LP-Only
                    Underperforming and end-of-life funds: what options are available to LPs?
                      17:05 - 17:3530 mins
                      Day One
                      Deal makers vs deal takers: is this the time for non-sponsored lending?
                      • Timo Hara - Partner, Certior Capital
                      • Alfonso Erhardt - Partner, Oquendo Capital
                      • Paul Shea - Co-Founder & Managing Partner, Beechbrook Capital
                      • Marco Natoli - Head of Lower Mid Market - Northern, Western and Southern Europe, European Investment Fund
                      17:40 - 17:455 mins
                      End of day one
                        NextDay Two - BST/UTC+1

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