Main Conference Day One
- Michael Massarano - Partner & Deputy CIO, Arcmont Asset Management
How are interest rates and inflation impacting investment decision making across Europe? How can managers and investors adapt their strategies in response to geopolitical risks? Which sectors are the most resilient and offering the best opportunities in the current macroeconomic environment?
- Stan Fedorenko - Head of Private Credit, Arini Capital Management
- Michael Craig - Head of Europe, Private Credit, Invesco
Which sectors in European private credit are LPs finding most exciting? Which private credit strategies are LPs favouring in today’s market? How will investor demand for private credit develop over the next 12 months?
How has the demand for direct lending in Europe evolved over the last 12 months and where are the best opportunities today? How can direct lenders maintain a competitive advantage in a currently crowded market? How has an uptick in M&A impacted direct lenders across Europe?
- Luis Mayans - Managing Director, Corporate and Infrastructure Credit, La Caisse
By invitation only and run under the Chatham House Rule. To enquire, please contact Momina.Nehmat@informa.com
- Michael Massarano - Partner & Deputy CIO, Arcmont Asset Management
What makes asset-backed lending particularly attractive in today’s market environment? Which assets are experiencing the most interest from investors? Which emerging sectors or collateral types could be the next growth drivers for asset-backed lending across Europe?
- James Sackett - Principal - AB CarVal, AllianceBernstein
Which factors are driving investor interest in niche and speciality finance? Which sectors within niche and speciality finance are currently showing the strongest risk-adjusted returns? Why is it important for investors to balance traditional private credit and niche strategies, and how can niche strategies help to diversify portfolios?
Joint session with SuperReturn Secondaries Europe
How does the competitive landscape in European private credit compare to the US? How have geopolitical developments in the US impacted European private credit? Which sectors in Europe offer unique opportunities that are less common in the US?
What are the most important factors LPs should consider when selecting a private credit manager? Why is it important to evaluate a manager’s track record as well as their current team and strategy? How important is sector specialisation when evaluating managers?
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
How is AI changing the way managers identify and source new lending opportunities? How can AI improve the efficiency and accuracy of due diligence? How is AI influencing fundraising strategies and investor communications in private credit?
- Michael Massarano - Partner & Deputy CIO, Arcmont Asset Management