Main Conference Day Two
Run under the Chatham House Rule and open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds. Places are limited; to enquire please email momina.nehmat@informa.com
- Nicholas Sandler - Co-President, Eldridge Capital Management
- Mike Hacker - Global Head of Portfolio Finance, Carlyle AlpInvest
How have recent macroeconomic trends shaped real estate debt opportunities in Europe? Which emerging sectors are currently offering the most attractive risk-adjusted returns? How will the European real estate debt market evolve throughout 2026 and where will future opportunities arise from?
- Sima Kotecha - Head of High Yield Real Estate Debt, Aviva Investors
Eurazeo has built one of the more scaled private debt platforms in the European lower mid-market. In this conversation, François Lacoste discusses the importance of team, discipline, portfolio construction, and risk management are so important, and what actually changes when capital scales faster than the market.
- François Lacoste - Managing Partner, Eurazeo
- Rachel McGovern - Managing Director, KBRA DLD
What indicators can be looked for to identify early-stage distressed opportunities? Which sectors are currently presenting the most attractive opportunities in opportunistic credit? How can firms balance liquidity needs with the potentially longer timelines of distressed and opportunistic credit investments?
- Matthias Kirchgaessner - Managing Partner, PLEXUS Research
- Jeff Rosenbaum - Partner, Global Investment Committee, King Street Capital
- Bouk van Geloven - Co-Head of European Investment Team, Strategic Value Partners
- Robert Meyer zu Starten - Managing Partner, Octane Capital
Why has there been an increased demand from investors for private credit secondaries? What key factors should be considered when pricing private credit secondary transactions? How can secondaries help to manage liquidity and concentration risk in private credit portfolios?
- David de Villiers - Managing Director, Wilshire
- Toni Vainio - Partner, Pantheon
- Josh Shipley - Executive Managing Director, Global Corporate Finance Partner, Direct Lending, PGIM
How has the demand for private credit in Europe’s lower mid-market evolved in the last 12 months? Which sectors are currently offering the most attractive returns in the lower mid-market? How do the risk/return profiles compare between the upper and lower market segments?
- Bjorn Gravsholt - Founding Partner and CIO, Hereford UK Special Situations LP
- Markus Geiger - Head of Private Debt, ODDO BHF Asset Management
- Johan Hultner - Managing Partner, ARCOS Capital
- Lulu Wang - Portfolio Strategist, Private Market Solutions, Aberdeen Investments
How do emerging managers differentiate themselves in a crowded European private credit market? Which fundraising strategies have proven most effective for first-time or smaller managers in private credit? What key factors do LPs consider when considering allocations to emerging managers versus established firms?
- Vijay Padmanabhan - Managing Director, Private Credit, Cambridge Associates
- Nadine Buckland - Founder & CEO, Zenzic Capital
- Richard Coldwell - Director, British Business Bank
- Colette K. Young - Founder & Chief Executive Officer, Welara
What are the main factors behind the increased interest in NAV finance from private credit investors? How can NAV finance support distributions during a period of delayed or challenging exits? Which type of funds or portfolios benefit most from NAV finance structures in private credit?
- Matt Hansford - Head of Europe, Portfolio Finance, Barings
- Henry Zhang - Managing Partner, Morningside Capital Inc.
What are the main advantages and disadvantages of evergreen structures compared to traditional fund structures? What are the key considerations when pricing and structuring evergreen funds compared to traditional funds? How do LPs evaluate performance and risk in evergreen funds compared to traditional funds?
- Ana Maria Harrison - Partner, Adams Street Partners
- Veronica Bateman - Private Credit Strategist, Aksia
- Jimmy Luong - Senior Private Debt Specialist, Mercer
How will the European private credit market evolve beyond 2026? Which newer sectors or industries should LPs be aware of that could offer attractive returns in the near future? How might regulatory changes impact the growth and development of private credit across Europe and how can LPs prepare for this?
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
Which ESG metrics do LPs prioritise when evaluating private credit managers? How are ESG and impact considerations integrated into the underwriting process for private credit deals? How do US ESG regulations and viewpoints influence European private credit strategies and standards?
- Anu Chhabra - Founder, Nosirrah Capital
- Pablo Velez Calvo - Partner, Three Hills
- Alexandra Tixier - Lead of Impact Private Credit, Allianz Global Investors
- Sarita Gosrani - Director of ESG & Responsible Investing, bfinance
How do the risk-return profiles of sponsored versus non-sponsored lending compare? How does sponsor involvement influence deal structuring, covenants and pricing in private credit? Which specific sectors does non-sponsored lending present attractive opportunities in?
- Ross Servick - Co-Head of Strategic Partnerships, Blantyre Capital
- Becca Davis - Investment Managing Director, Private Credit, Cambridge Associates
- Haseeb Aziz - Managing Partner, Harwood Private Capital
- David Merriman - Global Head of Private Debt, Beechbrook Capital
- Gregory Budetti - Head of Business Development & Investor Relations, Colbeck Capital Management