PDI Europe Summit London 2022

Joe Abrams is Head of Private Debt, Europe within Mercer Alternatives, based in London. Mr. Abrams joined Mercer in 2010. Mr. Abrams is responsible for Private Debt fund investments - sourcing, evaluating and monitoring private debt opportunities across Europe. Mr. Abrams is a member of Mercer’s Solutions Group, the Private Debt Investment Committee, and the Private Debt Rating Review Committee. Before joining Mercer Mr. Abrams worked as a broker for ADM Investor Services, focusing on equity, interest rate and FX derivatives, and as an equity analyst for an asset management firm based in Jersey. Joe Abrams holds BA Hons in Management Studies from Nottingham University, and a MSc in Actuarial Science from Cass Business School. He is also a CFA Charterholder, and a Fellow of the Institute and Faculty of Actuaries.

Over the past 24 years, Ross has built a market leading position for Kreos Capital in the UK and Europe. Ross focuses on identifying, assessing, and managing transactions across the UK and Europe, as well as participating in the management and execution of Kreos’s overall strategy. Prior to Kreos Capital, Ross spent 10 years in several roles within American International Group (AIG) including Vice President of Operations for AIG Europe focusing on developing marketing strategies for 14 countries. Prior to joining AIG, Ross spent two years at American Airlines helping to build the industry’s first yield management systems. Ross joined American Airlines from Carnegie Mellon University, where he earned an MSIA. Previously, in undergraduate school, he was part of a team at the University of Texas that pioneered research into successful high-growth companies and female entrepreneurs. Ross also has a BA in Psychology from the University of Texas.

Kreos Capital

Kreos Capital is the leading growth debt provider in Europe and Israel, backing high-growth companies through every stage of their life cycle. Kreos targets investments in all areas of the Technology and Healthcare sectors and, to date, has committed in excess of €4.0 billion in more than 700 portfolio company transactions, across 17 countries.

Ian Anderson (London) joined KKR in 2014 and is a Managing Director in the Credit & Markets business. He serves as a portfolio manager for the firm’s private credit funds and portfolios and as a member of the European Private Credit Investment Committee. Prior to joining KKR, Mr. Anderson was a vice president at Lazard in the corporate finance department, advising a diverse range of European and global corporate clients on M&A transactions and restructurings. Previously, Mr. Anderson worked at Key Capital, an Irish boutique capital markets and asset management firm. Mr. Anderson holds a first class degree in Engineering from Dublin University, Trinity College and is a CFA Charter holder.

Kyle Asher, Partner, Managing Director & Co-Head and Co-Portfolio Manager, Opportunistic Private Credit. Mr. Asher is a Managing Director, Co-Head and Co-Portfolio Manager of Monroe Capital’s Opportunistic Private Credit investment vehicles. . He is responsible for deal origination, structuring, and portfolio management, as well as overseeing the opportunistic business and its team. As part of the opportunistic business, Mr. Asher co-leads the firms’ investments in real estate, specialty finance and corporate special situations. He joined the firm in 2009 and is a member of the Opportunistic Private Credit Fund’s Investment Committee. He serves as the Co-Chair of the firm’s Strategic Planning Committee. Mr. Asher has over 14 years of investment experience and has led the underwriting of over $5 billion of debt and equity transactions, across a variety of opportunistic private investments. Prior to Monroe, he was an Analyst with Chicago-based Calder Capital Partners, a direct and fund-of-funds private equity firm partly owned by Goldman Sachs and Ares Capital (formerly Allied Capital), where he performed due diligence on various direct and fund-of-fund investments, sourced transactions and assisted in capital raising. Mr. Asher began his career as an Equity Analyst for MindShare Capital, an institutional money-manager where he focused on the valuation and trading patterns of small-cap growth companies. Mr. Asher earned his M.B.A. in Finance and International Business from Northwestern University and his B.A. in Philosophy and Political Science from Northwestern University.

Monroe Capital

Monroe Capital LLC (“Monroe”) is a premier boutique asset management firm specializing in private credit markets across various strategies, including direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago and maintains offices in Atlanta, Boston, Los Angeles, Miami, Naples, New York, San Francisco, and Seoul.

Monroe has been recognized by both its peers and investors with various awards including Global M&A Network as the 2022 Small Mid-Markets Lender of the Year, Americas; Private Debt Investor as the 2021 Senior Lender of the Year, 2021 Lower Mid-Market Lender of the Year, Americas; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year.

Alberto Badino is a Partner responsible for general partner advisory and origination at Elm Capital, where he assists fund sponsors and general partners on fundraising, fund liquidity solutions and secondary market transactions and oversees the team managing general partner mandates.
He has over 15 years’ experience in public and private markets during which he worked on over 30 engagements across fund placement and GP-led secondary transactions for private equity, private credit and infrastructure clients.
Alberto joined Elm Capital in 2012 from Probitas Partners and was previously at Bank of America Merrill Lynch in London in Corporate & Investment Banking.
Originally Italian, he holds an MBA from the Oxford University Saïd Business School and a degree cum laude in Economics and Business Administration from the University of Pavia in Italy.

Elm Capital

Founded in 2004 and based in London, Elm Capital provides fundraising and advisory services to private market participants globally. Elm Capital’s two main businesses are to assist private fund sponsors, managers and general partners with fundraising and fund liquidity solutions and to advise investors on portfolio management solutions for limited partnership interests, co-investments and direct assets.
With extensive experience across both primary and secondary transactions and coverage of approximately 1,500 institutional investors globally, Elm Capital offers a uniquely integrated proposition to participants in the private equity, private debt, infrastructure and real assets markets, with a focus on the middle-market, and a comprehensive service to fund sponsors covering all aspects of marketing and investor development.

John has been news editor at Private Debt Investor since 2017 covering all aspects of private debt’s development as an asset class. He has written about almost all areas of financial services including public markets trading, fintech, retail finance, pensions and private equity.

Private Debt Investor is the publication of record for the world’s private credit markets. It is written expressly for the providers and users of debt for private assets. The publication tracks the institutions, the funds and the transactions shaping the private debt markets.

Tavneet Bakshi is a Partner of Signal Capital Partners. Previously, Tavneet was a Partner at FIRSTavenue, where she was Head of their EMEA business whilst also leading many of the firm’s private credit and infrastructure fundraisings. Prior to this, Tavneet worked with Pioneer Alternative Investments (Hong Kong), part of a global fund of funds, where she was responsible for Asian manager research and allocations. Tavneet began her career with Morgan Stanley in London and subsequently Hong Kong. Tavneet holds a BSc (hons) in Economics from the London School of Economics.

Signal Capital Partners

Signal Capital Partners is a London-based asset management firm focusing on European investment opportunities across corporate and real estate sectors, in both private and public markets. Signal was established in 2015 by a highly seasoned management team pooling together a unique set of skills across asset and structural complexity. With over €2bn in AUM and 40 dedicated investment and operations professionals, Signal is a meaningful provider of financing solutions to the private markets. Signal’s flagship special situations strategy is entering its third vintage. In addition, with the growth of its credit platform, Signal accesses dislocated investments and value creation opportunities across structured credit.

Anna is the Head of Fund Investments of Bite, based in Bite’s London office. She joined Bite in 2021 from KIC, the $205bn sovereign wealth fund of South Korea, where she was a Senior Investment Manager allocating to private equity and credit across funds and co-investments. Prior to KIC, she worked in the Private Markets team of the £90bn Universities Superannuation Scheme. Her experience in private markets spans nearly a decade, during which she worked on combined capital commitments of $4.4bn, with 41 fund and co-investment deals completed in private equity, credit, infrastructure and real estate. At Bite, Anna leads the fund sourcing, selection and diligence activities of Bite. A British and Hungarian national, Anna holds an MA in Finance from IE Business School and a BA in International Business Economics from Corvinus University of Budapest. She is a CFA charter holder.

Bite Investments

Bite Investments is a global financial technology company that provides software-as-a-service (SaaS) to alternative asset managers and enhances connectivity to investors. Bite’s investor solutions software, Bite Stream, improves and expands access to the private markets through a customisable, end-to-end software solution providing a fully digital, intuitive and efficient investor experience for product launch, investor subscription, onboarding, and post investment events. Bite’s digital marketplace allows investors and advisors to invest in top-tier alternative investment funds in a streamlined process. We combine our proprietary technology with select investment opportunities to provide unique value propositions to a range of clients.
Bite is led by an international team with extensive experience in alternative investments, financial services, and technology. The company has offices and customers in North America, Europe, and Asia. The majority owner VCP Advisors Limited is regulated by FINRA / SEC (US), the Financial Conduct Authority (UK), SFC (Hong Kong), and CIMA (Cayman).

Johnnie Barnett is a Partner at New Amsterdam based in London, England. Johnnie leads the firm’s distribution efforts across Europe and is involved across all aspects of fund raising for their GPs. He has been raising capital from institutional LPs across the globe for more than 15 years across alternative and traditional asset classes. Across his career, he has been actively involved in 21 capital raising projects, responsible for over £2.2bn in commitments.

Prior to joining New Amsterdam, Johnnie worked for Allianz Global Investors, Northern Trust Asset Management and spent 3 years in India working for ICICI Securities in corporate finance. He started his career at Schroders Investment Management in 2005.

Johnnie is a Classics (Ancient Greek & Latin) graduate of the University of Bristol, and a CFA charterholder.

The New Amsterdam Group

The New Amsterdam Group enables alternative investment managers to grow sustainable businesses and access capital from institutional investors around the globe. They deliver capital solutions across primaries, secondaries & co-investments with a focus on private markets and real assets.

Christopher Bone is Co-Head of Partners Group's London office and Head of Private Debt in Europe. He is Co-Chairman of the Global Direct Debt Investment Committee and Chairman of the Direct Debt Europe Investment Committee. He has been with Partners Group since 2010 and has 21 years of industry experience. Prior to joining Partners Group, he worked at AlpInvest Partners, RBS, PricewaterhouseCoopers and Ernst & Young. Christopher holds a master's degree in finance from the University of Durham, UK and is also a CFA charterholder.

Partners Group

Partners Group is a leading global private markets firm. Since 1996, the firm has invested over USD 150 billion in private equity, private real estate, private debt, and private infrastructure on behalf of its clients globally. Partners Group seeks to generate strong returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. The firm is a committed, responsible investor and aims to create sustainable returns with lasting, positive impact for all its stakeholders. With over USD 119 billion in assets under management as of 30 June 2021, Partners Group provides an innovative range of bespoke client solutions to institutional investors, sovereign wealth funds, family offices and private individuals globally. The firm employs more than 1,500 diverse professionals across 20 offices worldwide and has regional headquarters in Baar-Zug, Switzerland; Denver, USA; and Singapore. It has been listed on the SIX Swiss Exchange since 2006 (PGHN).

Jane Bowes is a member of Threadmark’s European fund distribution team and Chair of the ESG Committee. Jane has almost two decades of capital raising experience and has worked on multiple infrastructure focused fundraises since joining Threadmark in 2014. As a founding member of Threadmark’s ESG committee, Jane also helps Threadmark’s clients implement and enhance their ESG strategies.

Jane established her career at Gryphon Investment Bank where she subsequently became Partner and had primary responsibility for investor syndication. She has also held senior investor relations positions at EMF Capital Partners and Hussar ＆ Co.

Threadmark

Threadmark is an independent global placement agent and since its inception has helped its clients raise over $40 billion for a broad range of credit, infrastructure, private equity, impact and real estate strategies, delivering successful fundraises for established and first time funds across multiple sectors, geographies and strategies. With a strong focus on value-add services, Threadmark also acts as an advisor to its clients, providing strategic advice before, during and after a fundraise. Threadmark is a UN PRI signatory.

Bill Brady is Head of the firm’s Alternative Lender and Private Credit Group, focused on the global private credit market. He is also a member of the Special Situations Group, based in New York.

Mr. Brady’s practice focuses on complex finance transactions and credit arrangements, particularly those financings that include multiple tranches of debt. He regularly structures and negotiates a wide range of financing facilities, such as mezzanine debt, second-lien loans, unitranche facilities, first-out/last-out and term "B" facilities, and holdco note purchases.

Mr. Brady represents a broad array of alternative lenders and investors, including traditional mezzanine funds, second lien lenders, hedge funds, BDCs, SBIC funds, and specialty finance companies, often in the context of domestic and cross-border leveraged buyouts, recapitalizations, refinancings and restructurings. Over the past five years, he has structured and closed more than 150 financings for transactions ranging from $25 million to $4.5 billion.

Chambers USA has recognized him for "standing out as an excellent negotiator" and being "very practical and clearly identifying the ‘must have’ versus the ‘nice to have’ elements of a transaction."

Paul Hastings

With widely recognised elite teams in finance, restructuring and special situations, mergers & acquisitions, private equity, litigation, employment and real estate, Paul Hastings is a premier law firm providing superior intellectual capital and execution globally to the world’s leading investment asset managers, banks and corporations.

David Brooks joined Arcmont Asset Management as a Partner in January 2020 and is Co-Head of the Capital Solutions strategy.

From 2007 to 2019, David was a member of the European opportunistic credit team at Bain Capital Credit (formerly known as Sankaty Advisors), where he invested across the entire European private debt spectrum, from direct lending to special situations and equity. Previously he was a consultant at Bain & Company in London and San Francisco, providing private equity due diligence and strategic advice.

David holds a BA (Hons) in German and Russian from the University of Oxford and an MBA from the Wharton School at the University of Pennsylvania.

Arcmont

Arcmont is a market-leading Private Debt asset management firm, providing flexible capital solutions to a wide range of businesses across Europe. Established in 2011 and previously part of BlueBay Asset Management, Arcmont is now an independent firm managing over €16 billion of assets for institutional investors globally. With a highly experienced investment team, a proven investment track record and deep technical expertise, we offer creative and flexible capital solutions to European businesses, with the reliability of a partner that values long term relationships. Since it was founded in 2011, Arcmont has invested €11+ billion in more than 150 transactions across 12 European countries, alongside over 40 private equity sponsors and corporate owners.

Arcmont Asset Management Limited is authorised and regulated by the Financial Conduct Authority

Paul is the Founder and Managing Partner of First Avenue Partners LLP, a global advisor and capital placement agent for private funds and private companies across four alternative asset classes: private equity, real estate, real assets, and private credit.

Prior to founding First Avenue Partners in 2006, he was a Managing Director at Dresdner Bank and Credit Suisse First Boston.

First Avenue

FIRSTavenue is a leading global placement agent and advisory firm. We are focused on raising capital for private funds and companies and providing advice on private secondary transactions. FIRSTavenue operates across three asset classes: private credit, private equity and real assets. We are a team of 40 professionals based in four offices across the globe.

For more information on FIRSTavenue, please visit firstavenue.com

Tim joined the business in 2012 and has over two decades of relevant experience. Based in London, Tim is the Head of the Global Infrastructure Debt business and the portfolio manager of a number of the firm’s debt mandates. He is Chair of the Debt Investment Committee and a member of the firm’s global Executive Committee.

Prior to joining the firm, Tim worked in senior banking roles for Westpac in Sydney and London. He holds a Bachelor of Commerce and a Master of Business from the University of Otago and a Master of Business Administration from the London Business School.

Vantage Infrastructure

Vantage Infrastructure is an independent infrastructure debt and equity specialist committed to delivering sustainable investment solutions as a long-term partner to our clients with $5.7 billion AUM.

The firm has a heritage as one of the world’s first infrastructure investment firms with a long track record of partnering with global clients to implement leading investment solutions within the infrastructure sector whilst aiming to protect our clients against downside risks. Fundamental to our approach is responsible investing and embedded ESG (Environmental, Social and Governance) considerations in our process as a driver of value and risk.

Reflective of this, Vantage is a signatory to the Principles for Responsible Investment (PRI), a supporter of the Task Force on Climate-Related Financial Disclosures (TCFD), a GRESB Infrastructure Member and an Investor member of the Institutional Investors Group on Climate Change (IIGCC). Through its managed investments, the firm contributes to 10 out of 17 UN Sustainable Development Goals.

Patrik Edsparr is the Chief Investment Officer and Co-Founder for Tor Investment Management, a leading alternative credit manager focused on the Asia-Pacific markets with over $2 billion under management. Patrik has over 25 years of direct finance and investment management experience. He spent most of his professional career at JP Morgan Chase & Co., building and managing the Proprietary Positioning and Principal Investing Division. At JP Morgan, his responsibilities included the distressed, mezzanine and special-situations investments across North America, Europe, and Asia. Patrik was a long-serving member of the Executive Committee and the Investment Bank’s Management Committee. In addition, he served on the Capital and Risk Committees. Previous roles at JP Morgan included Co-head of North American Markets (2004–2006) and Global Co-head of Fixed Income (2006–2008). In 2008 Patrik joined Citadel Investment Group as the Global Head of Fixed Income and CEO of Citadel Europe. From 2010-2011, he spent a year as Visiting Fellow at the Bank of England providing advice on a variety of market-structure and capital issues. Patrik holds a PhD in Financial Economics from MIT, where he was a Fulbright Scholar. He received an MSc in Applied Mathematics from the Royal Institute of Technology, an MBA from the Stockholm School of Economics, and a BA from Uppsala University. He was a lieutenant in the Swedish Army, where he served at the Swedish Defence Language School.

Tor Investment Management

Tor Investment Management is a Hong Kong and Singapore-based alternative credit manager founded in 2012 by Patrik Edsparr and Chris Mikosh. The firm invests across the Asia-Pacific credit markets in opportunities ranging from high-yield to bank debt and private financings. Tor manages over $2 billion in assets under management across one evergreen, four closed-end funds, and co-investments. Its global institutional investor base includes pension plans, sovereign wealth funds, endowments, foundations, outsourced CIOs, and family offices. The firm has over 40 employees in Hong Kong and Singapore, including an experienced investment team of 17 professionals.

Mr Falcinelli is a Managing Director, Deputy Head of European Private Credit and is based in London.

Prior to joining Carlyle, Mr. Falcinelli was a Managing Director for Oz Management where he worked for almost twelve years. At Oz Management, Mr. Falcinelli was based in London and focused on Private Credit investments including private debt and special situations within the EMEA region, and was instrumental at growing the Oz Management's Private Credit business in Europe. Before joining Oz Management in 2007, Mr. Falcinelli was an Associate in the Investment Banking Division at JPMorgan Chase Bank where he worked as a member of the Merger & Acquisitions group in London and Milan, and also as a member of the Leveraged Finance group in London.

Mr. Falcinelli graduated with honours and holds a B.S. in Business Administration from Università Commerciale Luigi Bocconi. In his studies, he attended the exchange program of the M.B.A. in Corporate Finance at Indiana University - Kelley School of Business.

The Carlyle Group

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across its business and conducts its operations through three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $385 billion of assets under management as of June 30, 2023, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 2,200 people in 29 offices across five continents. Further information is available at www.carlyle.com. Follow Carlyle on Twitter @OneCarlyle.

Jamil is a Co-Founder of Girona Partners. He has over 24 years pan-European lending and investment experience across a wide variety of property asset classes encompassing senior, mezzanine and distressed debt in both public and private markets. Prior to founding Girona Partners, Jamil was Co-Head of Investments of the Real Estate Finance business at M&G where he oversaw the investment teams pan-European origination and investment activity. Prior to joining M&G, Jamil was a senior member of the JPMorgan European Real Estate Structured Finance business where he was involved in the origination and execution of commercial mortgage backed loans, junior loans, securitisations and principal lending. Prior to that he worked at Barclays Capital in the Asset Securitisation Group.

Girona Partners

Girona is an independent investment management firm focused on sourcing, structuring and investing in attractive relative value financings backed by commercial property across Europe and across the risk and return spectrum, on behalf of institutional investors. The Girona team has extensive experience investing and structuring real estate loans over the course of the last 30 years and aims to provide flexible financing solutions to real estate owners by providing a range of options including senior, mezzanine and whole loans.
Jamil received a Master’s Degree in Aeronautical Engineering from Imperial College London.

Christine is the Global Co-Head of the Credit Investment Group and oversees all manager and market research across public, hedge fund, and private credit investment strategies. Christine has more than 30 years of industry experience and has been with the firm since 2007. Prior to her current role, Christine managed the firm’s global fixed income research efforts with a particular focus on investment-grade bonds, as well as foreign exchange and income-oriented real estate managers.

Before joining Cambridge Associates, Christine worked at Hewitt B&W Investment Consulting as Head of Fixed Income Research. Her team specialized in liability-driven and income-generating investments, developing and implementing risk reduction strategies, working with pension fund clients and investment banks. Prior to this, Christine was an Executive Vice President and Head of Fixed Income in Lombard Odier’s London office. She has also headed fixed income, derivatives, and alternative asset management for UK investment managers, including Insight Investment, now part of BONY Mellon.

Cambridge Associates

Cambridge Associates (CA) have more than 40 years of experience in alternative assets, with our clients being some of the earliest investors in this space. We have continuously evolved to be at the forefront of the investment landscape, focused on discovering new ways to add long-term value to our clients’ portfolios based on their unique objectives.

Our success is evidenced by our track record, depth & breadth of our research, portfolio management, and the diversity and tenure of our clients, with a retention rate average of 96% over the past 10 years. We are driven by the objective of delivering outperformance for our clients and devote a large part of our investment resources into research geared towards generating alpha.

We have c.1,270 global employees and 160 strong alternatives investment professionals specialised in private equity, hedge funds, real assets, credit, co-investing and a global team of 35 dedicated to sustainable investing.

Tim Floyd is Executive Director and head of the London office at Westbourne Capital, an independent investment manager focused exclusively on the infrastructure debt asset.

Since joining Westbourne in 2013, Tim has expanded the firm’s investment footprint in the region across a range of sectors including utility networks and services, renewables, toll roads, ports, digital and social infrastructure.

Prior to joining Westbourne, Tim held roles at DWS, Hastings Funds Management and Dresdner Kleinwort Wasserstein, and has over 15 years experience as an infrastructure investment fiduciary.

Tim is a Chartered Financial Analyst, holds a Master of Science in Accounting and Finance from London School of Economics and a Bachelor of Arts from the University of Puget Sound.

Westbourne Capital

Westbourne Capital is an independent investment manager focused exclusively on the infrastructure debt asset class. Since its founding in 2008, Westbourne has completed more than US$9 billion of investment grade and sub-investment grade financings across Europe, North America, Asia and Australia on behalf of institutional clients including pension funds, sovereign wealth funds and insurers.

Sabrina is the Chief Executive Officer for the European Leveraged Finance Association, an investor-only trade association comprised of European leveraged finance investors from over 60 institutional fixed income managers, including investment advisors, insurance companies, and pension funds. ELFA seeks to support the growth and resilience of the leveraged finance market while acting as the voice of its investor community by promoting transparency and facilitating engagement among European leveraged finance market participants.

Sabrina is a recognised expert in the European leveraged finance market focused on increasing transparency, improving disclosure standards, and educating market participants on the importance of lender protections in documentation.

Most recently, Sabrina was Head of European High Yield Research for Covenant Review. Prior to that, she was Counsel with DLA Piper in London.

For more information about ELFA, including our mission statement and member benefits, visit www.elfainvestors.com.

Eric Gallerne is a Managing Partner in charge of the Private Debt activity and is a member of the Investment Committee.

Before joining the Group in 2012, he was co-founder and head of mezzanine investments (ActoMezz) for Groupama Private Equity for five years. Before that, he spent 10 years heading up the Acquisition Finance department at Fortis Banque France.

Eric holds a Master I in Business Law, and a Master II in law, banking and financial markets from the University of Caen.

Brendan Galloway, CFA, is the Head of Europe for BlackRock’s Global Credit Opportunities team, the firm's opportunistic credit group. He is focused on private debt investments in special situations, direct lending and secondary markets. Mr. Galloway has worked at BlackRock for 23-years across a variety of roles in credit investing.

BlackRock Alternative Investors

BlackRock Alternative Investors serve investors seeking outperformance in real estate, infrastructure, private equity, credit, hedge funds and alternative solutions. We strive to bring our investors the highest quality investments by drawing upon our global footprint, superior execution capabilities and position as a preferred partner. BlackRock manages $320 billion in alternative investments and commitments on behalf of clients worldwide as of June 30, 2022.

Sven joined the Private Debt team at Kapital 1852 at the beginning of 2022. As a member of the investment team, he is responsible for the entire investment process including sourcing of new opportunities, investment decisions and portfolio monitoring. Before joining the team, he worked as an associate researcher at the German Alternative Investments Association (BAI) – the central lobbying organisation for alternative investments in Germany – where he conducted various research projects on the investment behaviour of German institutional investors and developed standard due diligence questionnaires in different asset classes. Sven holds a master‘s degree in Economics from the University of Cologne. In addition, he completed the Alternative Investments Programme at the London School of Economics.

Kapital 1852 Beratungs GmbH

Kapital 1852 is the manager for private markets investments of the German bank Hauck Aufhäuser Lampe Privatbank AG, which has been positioned in the German "Mittelstand" since 1796. Since its foundation in 2018, Kapital 1852 has successfully established itself on the market and combines tradition with current momentum, individuality, and at the same time with entrepreneurial thinking. The platform's scope of activities ranges across private equity, venture capital, private debt and infrastructure with a wide variety of access channels, especially funds of funds and managed account solutions. All strategies follow the individual needs of the companies’ investor base, which is anchored by german HNWIs.

Jeffrey joined Campbell Lutyens in 2016 and is partner and co-head of the private credit vertical.
Prior to joining, Jeffrey spent five years at Credit Suisse in London, where he was most recently a senior member of the Private Fund Group. There, he worked on a variety of private credit, equity and hedge fund placement mandates globally. Prior to Credit Suisse, Jeffrey was an investment banker in the Fixed Income Division at Morgan Stanley in New York and London.
Jeffrey holds a Masters in International Finance from Columbia University, a B.S. in International Economics from Georgetown University and a Diplôme in Political Science from the Institut d’Études Politiques de Paris.

Campbell Lutyens

Founded in 1988, Campbell Lutyens is a global and independent private capital advisor, focused on fund placement and secondary advisory services. Its fund placement practice advises and raises capital globally for private equity, infrastructure and private credit managers. Its secondary advisory practice advises across a wide range of transactions, including the sale or restructuring of portfolios of funds or direct investments and GP-led liquidity and fund restructuring transactions. The firm has a team of more than 180 operating from offices in London, Paris, New York, Los Angeles, Chicago, Charlotte, Hong Kong and Singapore.

David joined RCF in 2019 following a banking career in London that included senior positions with Bank of Montreal and Société Générale. During this time he led a wide range of mining financing and advisory transactions across, Europe, Middle East and Africa. Prior to this he worked as an Exploration Geologist and Precious Metals Analyst.

Resource Capital Funds

For 25 years, Resource Capital Funds (RCF) has been dedicated to delivering growth, capital, and innovation to the mining sector to support demand for the foundational materials required to enhance the lives of everyone. RCF is a pioneer in mining-focused alternative investment where it partners with companies to build strong, successful, innovative, and sustainable businesses that strive to produce superior returns to all stakeholders. RCF offers distinct investment strategies aimed at providing capital throughout the development and capital structure risk/return spectrum.
Mining is an essential global industry for the world today and the world of the future. Everything society needs is either grown or mined. With paradigm shifts in demand driven by decarbonization, emerging middle-income growth, and other global factors, RCF has the investment experience, technical & ESG knowledge, commercial expertise, and global networks necessary to invest across all commodity cycles.

David Hansen joined Kapital 1852 in 2020. He has been responsible in setting up the Private Debt division and is in charge for its continuous development. As fund manager of the private debt fund of funds "Alternative Income", he leads the entire investment process, from sourcing new opportunities to investment decisions and downstream portfolio monitoring. David has over 8 years of professional experience in Alternative Investments, M&A, Strategy & Governance and Credit & Risk. Prior to joining Kapital 1852, he worked at Bankhaus Lampe and Santander Germany. David holds an M.Sc. in Business Administration/Finance from the University of Cologne.

Kapital 1852 Beratungs GmbH

Kapital 1852 is the manager for private markets investments of the German bank Hauck Aufhäuser Lampe Privatbank AG, which has been positioned in the German "Mittelstand" since 1796. Since its foundation in 2018, Kapital 1852 has successfully established itself on the market and combines tradition with current momentum, individuality, and at the same time with entrepreneurial thinking. The platform's scope of activities ranges across private equity, venture capital, private debt and infrastructure with a wide variety of access channels, especially funds of funds and managed account solutions. All strategies follow the individual needs of the companies’ investor base, which is anchored by german HNWIs.

Carolyn Hastings is a Managing Director in the Private Credit Group at Bain Capital Credit, a leading global credit specialist with approximately $49 billion in assets under management. She is based in Bain Capital Credit’s Boston office and serves as a member of the firm’s Credit Committee. The Private Credit Group focuses on global direct lending opportunities across the capital structure to companies with EBITDA ranging from $10M to $150M. Throughout her tenure in the Private Credit Group, Carolyn has held origination, underwriting and portfolio monitoring responsibilities and has partnered with dozens of private equity sponsors to finance companies in the technology, telecom, healthcare, consumer and hospitality industries. Prior to joining Bain Capital Credit in 2008, Carolyn was an Associate at Thomas H. Lee Partners and an analyst in the Healthcare Group in the Investment Banking Division of Goldman Sachs & Co.

Carolyn is a founding member of Women in Alternative Debt, an organization focused on promoting the development of senior women investors and managers in the alternative debt space by providing informative programming and networking opportunities.

Carolyn currently serves, and has served in the past, on a number of corporate and philanthropic boards. She is a current board member of ADT Pizza, LLC (a leading Pizza Hut franchisee) and ServiceMaster Elite (a New England-based franchisee of the ServiceMaster group). Previously, she served on the board of Bertucci's (an Italian casual dining chain).

Carolyn received an M.B.A. from Harvard Business School, a B.S.Ec. from the Wharton School at the University of Pennsylvania and a B.A. in Biology from the University of Pennsylvania.

Simon Hayden is the European Head of the Sustainable Resources Group within Blackstone Credit. He is based in London. Before joining Blackstone Credit, Mr. Hayden was a Managing Director at EIG where he spent over 12 years working on private investments in the renewable energy sector. Before EIG, he worked at Citi advising and arranging international project financings in infrastructure and energy. Mr. Hayden received an M.A. in Geography from Oxford University and an M.Phil. in Economics from Cambridge University.

Blackstone

Blackstone is the world’s largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors. Our over $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis.

Antje joined ICG in 2018 and in 2020, she was appointed to the Board and became Chief People and External Affairs Officer.
Antje is responsible for leading both strategic human capital management with a particular focus on business diversification strategies, as well as communications and external affairs.

She has led a comprehensive drive for excellence in leadership, talent management and diversity & inclusion. She possesses extensive experience in the global asset management industry, with a particular focus on alternative investments. She has been instrumental in delivering new business initiatives and driving diversification into new investment strategies as well as positioning ICG as an employer of choice for high calibre executives across all business lines globally.

Prior to joining ICG, she was Global Co‐Head of the Investment Management Practice at Russell Reynolds Associates, in which role she acted as an advisor to ICG from 2011. Antje graduated from the University of Düsseldorf and holds a master’s degree from the London School of Economics.

ICG

ICG provides flexible capital solutions to help companies develop and grow. We are a leading global alternative asset manager with over 30 years’ history, managing $82.1bn of assets and investing across the capital structure. We operate across four asset classes: Structured and Private Equity, Private Debt, Real Assets, and Credit.

We develop long-term relationships with our business partners to deliver value for shareholders, clients, and employees, and use our position of influence to benefit the environment and society. We are committed to being a net zero asset manager across our operations and relevant investments by 2040.

ICG is listed on the London Stock Exchange (ticker symbol: ICP).

Tuomo Hietaniemi is an experienced fund selection and private credit professional who works as private debt portfolio manager at Elo Mutual Pension Insurance Company in Finland. Before focusing on fund selection in 2017, Tuomo spent a decade lending to private companies and invested a half a decade in European leveraged loans. Tuomo has also co-investment and infrastructure fund investment experience.

Tuomo holds a MSc in Economics and Business Administration from Helsinki School of Economics.

Elo

Elo is a large Finnish pension insurance company. One third of all Finnish companies and about 40% of self-employed people in Finland have chosen Elo to manage their pension insurance needs. Elo has been entrusted with the provision of future pensions of around 500,000 employees and self-employed persons, the payment of pensions for 244,000 pensioners and the management of EUR 29 billion in investment assets.

Johan Hultner is a Founder and Managing Partner of ARCOS Capital, a Senior Private Debt fund focusing on senior secured lending to the mid-cap corporate market in Northern Europe (DACH, Benelux and the Nordic Region). Johan has over 25 years of experience in leveraged finance and corporate finance. Prior to joining ARCOS, Johan worked first with UBS for 12 years in London in corporate finance where he led teams advising corporates and private equity firms on M&A, equity and debt related transactions. He then joined RBS for 13 years as Managing Director and was responsible for originating, structuring and managing new issue loans in the European Leveraged Finance market. Johan also served as Board member of RBS’ Leveraged Finance Division and as Chairman of the bank’s Leveraged Finance Credit Committee.

ARCOS Capital

ARCOS Capital is an independent long-term debt finance provider to mid-cap corporates in Europe. The ARCOS team has extensive experience within banking and private equity spanning over 25 years in sourcing, originating, arranging, executing and managing debt and private equity investments. As a result, ARCOS is well placed in providing optimal risk/return to its investors as well as being a solid long-term debt finance partner to corporates.

Alexander Hunzinger has been leading SUSI’s Credit Investments team since 2015 and has significantly contributed to the development and refinement of the firm’s asset-based credit financing solution. Since his start at SUSI, the firm has invested more than EUR 500 million through these solutions und has thus established itself as a global leader in the private funding of energy efficiency measures.

Before joining SUSI Partners in 2015, he worked for the German office of the US-American private equity fund Perseus L.L.C. During this period, he invested in technology companies active in sectors such as solar energy, biomass, decentralised energy generation, and recycling. Alexander started his career at the utility/public sector department of the investment bank Sal. Oppenheim Jr. & Cie., where he worked on several privatisation projects in the energy sector.

SUSI Partners

Founded in 2009, SUSI Partners is a Swiss-based fund manager specialised in sustainable energy infrastructure investments with EUR 1.7bn in capital commitments from institutional investors. The firm’s investment strategy focuses on private equity and credit opportunities across the energy transition spectrum, including clean energy generation, energy efficiency measures, and solutions enabling clean energy use. With a successful track record of more than 140 transactions in over 20 countries to date, SUSI Partners seeks to achieve attractive risk-adjusted returns for its clients and their beneficiaries while contributing meaningfully to achieving global climate neutrality.

Alex participates in all aspects of Northleaf’s private credit investment activities, with a focus on the origination, evaluation and monitoring of private credit investments in the UK and Europe.
Prior to joining Northleaf in 2016, Alex was at Hayfin Capital Management as an Investment Director, where he was responsible for the origination, execution and monitoring of UK mid-market credit transactions. Previously, Alex was at Lloyds Banking Group as a Director in Acquisition Finance. Alex began his career with PricewaterhouseCoopers within Transaction Services and Assurance and Business Advisory Services.

Alex received a BSc (Honours) from Durham University. He is a chartered accountant and holds the Fellow of the Institute of Chartered Accountants in England and Wales designation.

John Jadach is a Senior Managing Director, responsible for LBC’s portfolio management function and serves as a committee member of the Investment Committee. He has more than 26 years of experience in principal investing, investment banking, commercial lending, and corporate risk management.

John is a member of the Association for Corporate Growth (ACG) and Wharton Private Equity Partners.

LBC Credit Partners

LBC Credit Management, L.P., a wholly-owned subsidiary of CIFC, provides middle market financing solutions supporting sponsored and non-sponsored transactions throughout the U.S. across a broad range of industries. With over $3.4 billion of capital commitments, we have provided in excess of $9.5 billion to over 300 issuers throughout our 17+ year history*. LBC is headquartered in the Philadelphia area and has offices in Atlanta, Chicago, Cleveland, Los Angeles and New York.

Joanne Job is Managing Director – Head of Investment Consulting. She has responsibility for strategy reviews, manager selection, investment research, portfolio analytics and due diligence of private market funds.

Prior to joining MJ Hudson, Joanne Job spent five years in the alternative investments group at Moody’s Investors Service in London. She held lead analyst responsibilities for credit ratings of asset management companies, operational quality ratings of hedge funds, credit ratings of structured products securitised by fund of hedge fund portfolios and ratings of exchange-traded funds. Before Moody’s, Joanne worked for GlobeOp Financial Services, a Hedge Fund Administrator, covering hedge funds based primarily in Europe. Joanne also held positions as Equity Analyst at ABN Amro Asia Securities, and as a Fund Manager covering US markets at Cirne International, a fund of funds based in Mauritius.

Joanne is a British Chevening Scholar. She is the London Beneficiary Selection Chair of 100 Women in Finance, a global non-for-profit organisation. Joanne is also on the Steering Committee of the Investment Consultants Sustainability Working Group which aims to improve sustainable practices within the industry.

She holds an MSc in Finance from Cass Business School and an LL.M (Master of Laws) from Queen Mary, University of London.

MJ Hudson

MJ Hudson (AIM:MJH) is the end-to-end solutions provider to the asset management industry, specialising in private markets and alternative investments. The firm helps fund managers and investors run more smoothly and perform at their best, through an integrated suite of advisory, outsourcing and analytical services, supported by a range of sophisticated digital tools.

MJ Hudson’s team of more than 300 lawyers, fund accountants, ESG consultants, developers and other professionals, serves more than 1,000 clients, across the globe, including some of the industry’s largest players.

Founded in 2010, by CEO Matthew Hudson (a private markets lawyer and former fund manager), MJ Hudson was admitted to the AIM market of the London Stock Exchange in 2019.

Mark Jochims is the Head of European Private Credit and a member of the Private Credit & Equity Executive Committee of Morgan Stanley. He joined in January 2022 and has over 18 years of relevant experience. Prior to his current role, Mark was a founding member and Partner of Arcmont Asset Management (previously BlueBay Private Debt) where he was instrumental in building a leading European direct lending platform with over EUR 15 Bn of AUM since its inception in 2011. Mark served as a member of the Executive and Investment Committee overseeing over 130 investments. Prior to Arcmont, Mark held a number of positions in the leveraged finance and M&A teams at Lehman Brothers/Nomura. Mark received a degree in Business Administration from the University of Passau, Germany in 2004 and a degree in Economics from the London School of Economics and Political Science in London in 2002.

Morgan Stanley

Morgan Stanley Private Credit & Equity (“PC&E”), part of Morgan Stanley Investment Management, is an integrated global investment platform providing private credit and private equity strategies focused on middle market opportunities. PC&E investment professionals bring significant expertise in origination, structuring, and value creation with a focus on strong alignment and a culture founded on performance and client service. With more than 225 investment professionals located in 15 offices across six countries as of December 31, 2021, PC&E’s access to Morgan Stanley’s global franchise provides an unparalleled network to source investment intelligence and opportunities.

Brian brings with him 20+ years of experience in the analysis and funding of credit risk, covering pan-European ABS transactions. He spent 17 years at S&P Global Ratings in senior analytical and team leader roles within the Structured Finance group, subsequently becoming Head of Capital Markets for Bluestone Capital Management’s UK and Ireland platforms, where he raised capital and funding for their European asset-based lending operations.

CrossLend

CrossLend is a Berlin-based FinTech company providing a digital platform for end-to-end loan portfolio transactions. Leveraging the power of technology and data, CrossLend facilitates interactions between originators and institutional investors through data management & analytics, a distribution platform, and a streamlined digital settlement process. The company’s pan-European client base includes banks, alternative lenders, pension funds, and insurance companies. CrossLend is backed by an array of prestigious investors, including Mouro Capital (formerly Santander InnoVentures), ABN AMRO Ventures, Earlybird, Lakestar, and the Luxembourg Future Fund (EIF and SNCI).

Jim has 34 years of experience building teams and developing successful businesses in investment banking, investment management and corporate environments, with a consistent focus on non-investment grade credit. At Racing Capital, Jim will focus on Business Development/Fundraising and serve on the Investment Committee.

Most recently, Jim was Head of Business Development for Hayfin Capital Management. Previously, he served as a senior executive of ContourGlobal in the lead up to its flotation on the LSE, and spent 18 years at Goldman Sachs running credit businesses including distressed debt principal investing, leveraged finance origination and capital markets, and restructuring. Jim also led the European business of Silver Point Capital and started his career at Citibank.

Jim has a BA in Economics from the University of Pennsylvania. He was an Associate Fellow at Oxford University’s Saïd Business School, volunteers and supports Spear and is a business mentor for TechStars and Impact Central.

Racing Capital

Racing Capital provides flexible financing to mid-market European corporates going through transitional or transformational changes. Our team includes senior professionals with extensive operating experience, and we aim to generate returns by working actively with our portfolio companies to help them improve their operational performance, governance and financial profile to create value. We invest across the capital structure, primarily in debt, and primarily in non-sponsor owned companies with €0-30m EBITDA, where a bespoke capital structure solution is required. Our initial target markets are the UK, Spain and Italy and we target gross returns of ~15% through a combination of interest (cash and PIK) plus upside sharing. We are in the process of raising our inaugural fund.

Dr. Gabriella Kindert is an experienced banking and investment professional with a strong track record across various asset classes and geographies.

Her career began in 1998 at MeesPierson Corporate and Investment Banking, where she built a solid foundation in finance. She has since held several senior roles, including leading European Leveraged Loans at Fortis Investments, serving as Global Head of Loans at BNP Paribas Asset Management, and heading Alternative Credit at NN Investment Partners. From 2019 to 2024, she contributed her expertise as a board member and advisor to several FinTech companies and alternative lenders, focusing on strategic advice, international expansion and scaling operations.

Since early 2024, Dr. Kindert became CEO of Snappi Bank, an innovative digital bank majority-owned by Piraeus Bank. The fully licensed digitial bank specializes in payments and lending services, including BNPL solutions, and is positioned to expand these services across Europe.

She holds an M.A. in History and Economics, an MBA in Accounting and Finance and a Ph.D. in Finance.

Neptune Leasing, a.o.

Neptune Maritime Leasing Ltd is a dynamic maritime leasing platform focused on generating attractive, long-term, risk-adjusted returns for investors. Specializing in highly liquid maritime assets, Neptune supports global trade and economic growth while promoting environmental and social responsibility. With extensive industry experience, Neptune is known for its integrity, transparency, and strategic support, offering stable cash flows and inflation protection. Their mission is to assist management teams in achieving business goals and ensuring efficient decision-making and execution.
For more details, visit Neptune Leasing.

Olya Klueppel is a Partner in GP Bullhound Investment Management, focusing on debt investments into digital economy and technology companies. She is based in Zurich.

Prior to joining GP Bullhound in 2021, Olya was a co-founding partner of Global Growth Capital which provides growth debt and fintech facilities to European technology champions. Between 2010 and 2017, Olya was a partner at ESO Capital, a special situations investment manager providing debt solutions to European SMEs. She managed ESO’s Zurich office. From 2006 till 2010, Olya was a portfolio manager for fixed income strategies at Harcourt, a diversified FoF now part of Vontobel. Olya began her career in 1997 in the Leverage Finance Group at Salomon Smith Barney in New York and has executed public and private debt offerings for corporate and sovereign clients in the US, Europe (London) and Asia (Tokyo).

Olya received an MBA, Harvard Business School and a BA (Honors) Economics / Government & Law, Lafayette College. She is fluent in German, English, Ukrainian and Russian.

Jiří is Global Head of the Alternative Credit Council, a trade body which was established to represent the interests of private credit and non-bank finance participants in asset management. The role of the Alternative Credit Council is to provide direction on the developments and trends in the alternative and private credit strategy space, through thought-leadership, research, education, high-level advocacy and policy guidance.

Jiří started his career at the Czech securities market regulator. He then moved to the European Commission’s Internal Market Directorate-General, where he was responsible for the drafting and negotiation of the Markets in Financial Instruments Directive (MiFID) implementing measures. Jiří was then appointed financial markets policy director in the Czech Ministry of Finance in 2007. In 2009, he led the Czech European Union Presidency’s work in the area of financial services. After the presidency, Jiří returned to the European Commission and worked on the coordination of financial services policy in relation to the Financial Stability Board and G20. Jiří studied International Relations, Economics and Politics at Tufts University, London School of Economics and Sciences Po.

Alternative Investment Management Association

The Alternative Credit Council (ACC) is a global body that represents asset management firms in the private credit and direct lending space. It currently represents 250 members that manage over US$800bn of private credit assets.
The ACC is an affiliate of AIMA and is governed by its own board which ultimately reports to the AIMA Council.
ACC members provide an important source of funding to the economy. They provide finance to mid-market corporates, SMEs, commercial and residential real estate developments, infrastructure as well the trade and receivables business.
The ACC’s core objectives are to provide guidance on policy and regulatory matters, support wider advocacy and educational efforts and generate industry research with the view to strengthening the sector's sustainability and wider economic and financial benefits.
Alternative credit, private debt or direct lending funds have grown substantially in recent years and are becoming a key segment of the asset management industry. The ACC seeks to explain the value of private credit by highlighting the sector's wider economic and financial stability benefits.

Benoit Lavigne is a partner in King & Spalding’s Corporate, Finance and Investments practice, located in their London office. Mr. Lavigne focuses his practice in advising private credit providers and other underwriters as well as borrowers, and has extensive experience in numerous complex finance matters. His finance work includes acquisition finance, general corporate lending, asset-based lending, restructuring, and workouts.

Mei Lian is a finance partner, based in London. She has a broad and extensive practice representing clients, both on the debtor and on the creditor side, on high end finance transactions, including related restructuring work, usually with cross-border features.

Ms. Lian has particular expertise navigating complex financing structures and credit arrangements, including in stressed and distressed situations, across the capital structure. Her client base includes borrowers, issuers, private equity funds, hedge funds, alternative credit providers, sponsors, as well as commercial and investment banks.

Ms Lian is recommended in The Legal 500 UK guide in the following categories: Bank Lending: Investment Grade Debt & Syndicated Loans; Acquisition Finance; and Corporate Restructuring and Insolvency. One testimonial states "Mei Lian is outstanding. The best transaction lawyer I have worked with”.

Paul Hastings

With widely recognised elite teams in finance, restructuring and special situations, mergers & acquisitions, private equity, litigation, employment and real estate, Paul Hastings is a premier law firm providing superior intellectual capital and execution globally to the world’s leading asset managers, investment banks and corporations.

Mikaël has over 18 years of experience in structured finance (across asset classes and European jurisdictions). Prior to joining AustralianSuper London office in Jan 2020, he held a series of senior positions in real estate and structured finance at Aeriance Investments (European Mezz and Development Finance alternative lender), Morgan Stanley (European CRE restructuring team) and Barclays Capital (European CMBS origination and structuring). He started his career at SocGen in New York. He holds a Msc in Management from EM Lyon (France).

Kristina Matthews is a Partner, heading up Investor Relations and Fund Raising at Falcon Investment Advisors, a leading private credit provider focused on junior capital solutions. She joined the Falcon Team in May 2023 from Brightwood Capital Advisors where she was a Managing Director, Head of Investor Relations and ESG. While she led investor relations, Kristina primarily focused on business development and fundraising strategy along with oversight and implementation of the firm’s ESG policy. Her engagement commenced in February 2014 in a Consulting role which led to her joining Brightwood full time in May 2018. In 2012 she founded and was the Managing Partner of, Rising Tide Fund Advisors LLC, an entity providing consulting services to private credit and private equity firms. The prior 6 years she was a Managing Director at PineBridge Investments/AIG Investments and Head of Investor Relations for all Emerging Markets Private Equity. She was also part of the Central and Eastern European Private Equity Investment Team and was integrally involved in strategy, deal sourcing, and working with portfolio companies. She spent 6 years at Merrill Lynch as a Regional Sales Manager for Alternative Investments. She was a high-yield bond and distressed securities trader with BNP-Paribas, though most of her early career was as the Head of Sales for Currencies and Currency Derivatives. She holds an MBA in Economics and International Finance from New York University Graduate School of Business and a B.S. in Business Administration from Northeastern University with a dual Major in Finance and International Business and a Minor in Economics.

Mr. McGonigle joined Audax Group in 2007 and has led Audax Senior Debt since its inception. Mr. McGonigle also serves as the Chairman of the Board of Directors, President and Chief Executive Officer (principal executive officer) for the Audax BDC. Previously, Mr. McGonigle was a Managing Director for GE’s Corporate Lending business. Mr. McGonigle joined GE in 1982 in the International Trading Operations Group and in 1986 he joined GE Capital’s Corporate Finance Group. While at GE Capital, Mr. McGonigle held various leadership positions in its leveraged finance businesses for PE sponsor and non-sponsor transactions, including new business origination, credit underwriting, risk management, workouts, and restructurings. Mr. McGonigle was a founding member of business units which invested in par, distressed and second lien loans, and built the sourcing and underwriting teams.
Mr. McGonigle received an M.B.A. in Finance from Fordham University Graduate School of Business and a B.S. in Finance and Quantitative Methods from Fordham University.

Audax Private Debt

Based in New York, Audax Private Debt is a leading debt capital partner for North American middle market companies. Since its inception in 2000, Audax Private Debt has invested over $30 billion across more than 1,150 companies in support of over 260 private equity sponsors, and has raised $22 billion in capital. The platform offers its clients a range of financing solutions, including first lien, stretch senior, unitranche, second lien and subordinated debt, as well as equity co-investments. With more than 45 investment professionals and over 130 employees, Audax Private Debt provides financing certainty, add-on investment capability, and the experience and collaborative approach to partner with private equity firms and their portfolio companies. For more information, please visit www.audaxprivatedebt.com.
Audax Private Debt is an integral part of Audax Group, a leading alternative investment manager with offices in Boston, New York and San Francisco.

Lindsey McMurray founded Pollen Street in 2013 and is the CEO as well as Chairman of the Investment Committee. Lindsey has been investing in private equity and credit for over 25 years. Lindsey has built Pollen Street into a fast growing, purpose led asset manager investing with the mega-trends across financial and business services, with a diversified AUM base across private equity and senior secured credit.

Before she founded Pollen Street, Lindsey led the team managing the £1.1bn Special Opportunities Fund within RBS and spent six years as a Partner at Cabot Square Capital, focusing on investments across Financial Services, real estate and other asset backed investments.
Lindsey has a First-Class Honours degree in Accounting and Finance and studied for an MPhil in Finance from Strathclyde University.

Since founding Mercia Capital in 2013, Ian has served as an adviser to Arbour Partners, helping to raise capital from UK investors for both first-time and later vintage funds of Arbour's private debt General Partner clients.

In a 30 year career in the European investment management, pensions and insurance industries, Ian has raised capital from, and provided client services to, institutional, wealth management and family office investors and their advisers.

Prior to founding Mercia, his wide-ranging experience encompassed public and private markets fixed income, equities and alternatives for the respective fund management businesses of Hill Samuel, Barings, Rothschild and Credit Agricole/Amundi.

Diala Minott is a private funds lawyer in the credit funds practice, based in London.

Ms. Minott advises on a wide range of fund structures, both regulated and unregulated in all jurisdictions and asset classes that include private debt, private equity, venture, credit, infrastructure, funds of funds, distressed and special situations, and activist funds, as well as on the structuring of carried interest, co-investment and other incentive schemes, secondary transactions, and fund restructurings. She specialises in direct lending funds, having set up the first regulated direct lending fund in Luxembourg in 2009 for ICG. She acts for investors for solvency II planning and also lobbies the regulators for improvements in the banking monopoly regimes around Europe on behalf of her clients. She additionally acts for governments, improving their funds legislations.

Ms. Minott is the winner of Lawyer of the Year Award – Legal Business Awards 2021, Most Innovative Legal Practitioner (Law Firms) – FT Innovative Lawyers Europe 2021 and Winner of Investment Funds Lawyer of the Year at the European Women in Business Law Awards, 2021.

Paul Hastings

With widely recognised elite teams in finance, restructuring and special situations, mergers & acquisitions, private equity, litigation, employment and real estate, Paul Hastings is a premier law firm providing superior intellectual capital and execution globally to the world’s leading investment asset managers, banks and corporations.

Sanjay Mistry is the Head of Alternative Credit and interim Head of Alternatives. As a senior portfolio manager with 25 years investment experience, he is responsible for setting the strategy and all investments within a portfolio, spanning all sub-investment grade credit markets. His mandate covers performing/non-performing, long/short, liquid/illiquid assets in corporate markets and asset backed sectors including infrastructure debt and real estate debt. Soon after joining the PPF, he worked with the CIO to redesign and expand the PPF’s Alternatives team to its current form. Over the years Sanjay has managed several commingled and single investor vehicles and has multiple Advisory Boards roles. Prior to the PPF he spent over 20 years with Mercer Alternatives, having begun his career with Eagle Star Life Assurance and graduated from City University with first-class honours in BSc Actuarial Science. He is a member of the Institute of Actuaries and holds the CFA’s IMC.

Pension Protection Fund

The Pension Protection Fund (PPF) is a public corporation, set up by the Pensions Act 2004, and run by an independent Board. The PPF reports to Parliament through the Secretary of State for Work and Pensions. When an employer becomes insolvent and its pension scheme can’t afford to pay its promised pensions, the PPF compensate scheme members for the pensions they have lost. The PPF take over responsibility for paying compensation once they’ve assessed that a scheme can’t afford to buy benefits from an insurance company which are equal to, or more than, the PPF would pay. Before the PPF, members of these schemes could have faced significant financial uncertainty and hardship.

George is an Executive Director with a specialty in real estate. George is part of the deal origination and capital raising teams for real estate development projects across asset classes and regions. George studied Economics and has prior real estate finance experience in London and New York City as well as a spell of macroeconomic policy experience at the United Nations HQ.

Sandro Näf is a Co-Founder of Capital Four. He joined from Nordea Investment Management, where he was responsible for the European High Yield business, which he initiated in 1999. Prior to that, Sandro worked with Credit Suisse in New York (f/k/a BEA Associates), London (CS-FirstBoston) and Zürich in various roles in Fixed Income and Corporate Finance / Mergers & Acquisitions. He holds an MBA from the Tepper School of Business at Carnegie Mellon University and a BS in Computer Science from ITR Rapperswil.

Established in 2007 Capital Four is an industry-leading, independent credit asset management boutique rooted in Scandinavian culture. Headquartered in Copenhagen, Denmark, the team of 110+ professionals manage €16bn on behalf of an institutional client base. The firm is dedicated to liquid and illiquid corporate sub-investment grade credit and offers investment solutions within private debt, high yield, senior loans, structured credit and multi-asset credit. All strategies are run with a unified investment process based on team-based decision-making and rigorous bottom-up fundamental credit research. Within private debt we focus on the growing Nordic private debt market which is characterized by low level penetration of private debt funds and a stable macroeconomic environment. As the largest credit platform in the region Capital Four can provide investors access to an often under-allocated part of the private debt market that has a high level of asset-light new economy sectors such as healthcare, services and technology.

James Newsome founded the London and Berlin-based capital markets firm Arbour Partners in 2010. Prior to Arbour, James led fund development at Merrill Lynch’s Alternative Investment Group in London from 2000-2009. At Merrill Lynch James designed, originated and placed mezzanine funds, loan funds and other specialist credit programmes for global institutional investors, achieving several market firsts. James began his financial markets career at Morgan Stanley in 1999. James holds an MBA from The Wharton School at the University of Pennsylvania and a BA (Hons) from the University of Sussex

Arbour Partners
Arbour Partners is an advisory firm active in capital markets for SMEs. Based in London and Berlin, the firm connects global investors with the major new opportunities in SME financing. Funds advised by Arbour have deployed €12.5bn of growth capital and alternative credit since 2010 .

Robert Oei is managing partner of Enterprising Finance, which he launched in 2019 with Jasper Juijn to provide lower middle market businesses tailormade unitranche loans to finance growth and acquisitions in the Netherlands. He has spent the majority of his career over multiple continents investing into the lower middle market. He is recognised for his expertise both in debt and equity capital markets working for ABN AMRO Bank , La banque de Neuflize Schlumberger Mallet. In 2002 Robert founded/led a VOIP business in the United States. His specialism is building successful teams. At NIBC Bank he built a team that invested a €500 million portfolio specialising in debt investments in the Netherlands for entrepreneurs seeking to fund growth, acquisitions, and/or management buyouts.

Enterprising Finance

Enterprising Finance is a private debt fund providing lower middle market businesses tailormade unitranche loans to finance growth and acquisitions in The Netherlands. It caters to both entrepreneurs and shareholders that seek to grow their business through significant investment and tag-on acquisitions. Target businesses are at the smaller end in size yet have developed their strategy into a client returning, profitable model and are expanding into new territories for which they seek capital.

Peter Olds is a partner in Proskauer’s Private Funds Group. He specializes in advising on the establishment of private funds globally and also acts for a number of large private fund investors, across the full range of alternative asset classes including private credit and real estate debt. Peter’s practice has a particular focus on open-ended credit funds, and on the growing influence of ESG on the credit fund market.

Proskauer

We are 800+ lawyers serving clients from 12 offices located in the leading financial and business centers in the Americas, Europe and Asia. The world’s leading organizations, companies and corporations choose us to be their representatives in their most critical situations. The Firm’s Private Credit Group is made up of cross-disciplinary finance and restructuring experts exclusively dedicated to private credit investors. It includes over 75 restructuring and transactional lawyers focused on representing credit funds, business development companies and other direct lending funds in the restructuring of “clubbed” and syndicated credits and preferred equity investments. Over the past five years, Proskauer has worked on over 1,000 deals for more than 75 private credit clients globally with an aggregate transaction value exceeding $300 billion.

Based in London, Obinna (Obi) is a core member in Egon Zehnder's Global Infrastructure Practice. Obi's focus is to build close, trusted relationships advising senior executives both on the fund level and the portfolio companies on their leadership challenges across the broader infrastructure strategies including core, core plus, and value add, as well as hybrid and multistrategy private equity platforms, and energy related organisations.

Before joining EZ, Obinna headed the Financial Sponsors (Private Equity Coverage) Group for EMEA at Standard Chartered Bank's Corporate & Investment Bank, focusing on private equity and project finance clients, corporates, infrastructure funds, SWFs and other financial sponsors. Earlier he was an investment banker with Deutsche Bank Securities in New York on the Leveraged Finance team and later was an investment professional at RREEF Infrastructure Investments. Obinna began his career as a consultant at Accenture, focusing on strategy consulting for technology-enabled organisations.

Obi earned a BS in electrical engineering from Boston University, a Master's in education policy with a technology focus from Harvard University, and an MBA from Harvard Business School. He is passionate about technology, education, ESG, impact investing, and emerging markets with an emphasis clean/renewable energies, and energy transition.

Egon Zehnder

Egon Zehnder is the world’s leadership advisory Firm, sharing one goal: To transform people, organizations and the world through great leadership. We know what great leaders can do and are passionate about delivering the best leadership services for our clients. As One Firm, our more than 460 Consultants in 68 offices and 40 countries globally bring our individual strengths to form one powerful collaborative team. We partner closely with public and private corporations, family-owned enterprises and non-profit and government agencies to provide board advisory services, CEO search and succession, executive search, executive assessment, leadership development and cultural and organizational transformation. We share a commitment and pride in doing work that contributes to shaping successful leaders, stronger companies and a better world.

Christian focuses on origination and execution across the Nordics and German-speaking Europe. Prior to joining CORDET in 2013, Christian was part of Credit Suisse’s Financial Sponsor Group working on origination, structuring and execution of financings for LBOs and other private equity related transactions. Before that, he worked at StormHarbour and Dresdner Kleinwort in leveraged finance. Earlier in his career, Christian served in the Royal Danish Armed Forces (Navy).

Christian holds a MA (Honours) from the University of St Andrews and an MBA from INSEAD. He speaks Danish, Swedish, Norwegian, German and French.

Cordet Capital Partners

CORDET is an experienced alternative credit investor committed to enabling transformational growth in Northern-European mid-market businesses and to delivering attractive risk-adjusted returns for our investors. CORDET is an “all-weather” investor that participates exclusively within our circle of competence with a particular focus on ESG matters and mega trends.

We seek to lend €5-30m per investment to borrowers that generate €2-15m in EBITDA, typically as the only or controlling term debt provider. We are focused on five key sectors: business services, healthcare, financials, industrials and consumer.

Founded in 2013, CORDET is independent, and partner owned with 24 professionals across offices in London, Stockholm and Luxembourg. As an all-weather investor focused on key sectors: business services, healthcare, financials, industrials and consumer.

CORDET’s next fund (CDLF III) will follow the strategy of the earlier vehicles with a gross IRR target of 10-12%. The current fund, CDLF II, has already provided capital across +15 investments and continues to identify a strong pipeline of investments. To date, CORDET has arranged over EUR 1 billion across its funds, SMAs and co-investment vehicles.

Lucas Pech is a Director for Private Debt investments at Golding Capital Partners. He is responsible for selection, due diligence, execution and monitoring of Private Debt investments as well as portfolio management. Before joining Golding Capital Partners in 2012, Lucas worked for the corporate banking and credit department of Commerzbank and Dresdner Kleinwort in Dusseldorf, Frankfurt and Hong Kong. He holds an MBA from the Hong Kong University of Science and Technology.

Golding Capital Partners

Golding Capital Partners GmbH is one of Europe’s leading independent asset managers for alternative investments, focusing on the asset classes private credit, private equity and infrastructure equity. With a team of some 140 professionals at its offices in Munich, London, Luxembourg, New York, Tokyo and Zurich, Golding Capital Partners helps institutional and professional investors to develop their investment strategy and manages some €12 billion in assets. Its more than 230 investors include pension funds, insurance companies, foundations, family offices and ecclesiastical institutions, as well as banks, savings banks and cooperative banks. Golding became a signatory of the United Nations Principles for Responsible Investment (UNPRI) in 2013 and has been a member of the Task Force on Climate-related Financial Disclosures (TCFD) since 2021.

Osvaldo is a Partner at Park Square Capital, LLP, and a member of the firm’s Executive Committee and Investment Committee. Prior to joining Park Square in 2009, Osvaldo was a Vice President at Providence Equity Partners in London, and at Oaktree Capital Management in Los Angeles. Before joining Oaktree, Osvaldo spent six years at Goldman Sachs. Osvaldo received his AB from Harvard College and received his MBA from Harvard Business School.

Park Square Capital

Park Square Capital is one of Europe’s leading private debt firms, providing credit solutions to high-quality and stable companies across Europe and the US.

The firm was founded in 2004 and remains independent. Park Square has invested more than $21bn in senior and subordinated debt across different market cycles and today manages over $12bn of capital.

Park Square has a team of 17 highly experienced senior professionals, each with an average of 17 years’ experience of credit investing, and over 100 staff in total. Park Square has offices in London, New York, Paris, Frankfurt, Seoul, Stockholm and Luxembourg.

Based in London, Stephan is Chief Financial Officer and Head of Portfolio Management with 20 years’ experience in both trading and investment across credit and structured credit. Prior to Mount Street, he built his experience across buy and sell side at BW Bank, Landesbank Baden-Württemberg and finally WestLB, where he was part of the core team to establish Germany’s first wind-down entity post the 2008 financial crisis.

Stephan joined Mount Street in 2017 to drive the groups expansion into advisory and portfolio management and across the different credit sectors. As head of the newly acquired regulated portfolio manager Mount Street Portfolio Advisers, he has since established Mount Street as a trusted expert for high value-add advisory and outsourcing relationships as well as a partner for institutional investors to implement complex investment strategies. In May 2021, Stephan became Chief Financial Officer of Mount Street Group.

He holds a BA in Business Administration, is a CFA charterholder and a member of the Institute of Directors.

Mount Street

Mount Street Group is a leading global third-party loan servicing and credit asset management firm with over €130 billion of assets under management. Mount Street is recognised as a leading real estate loan servicer and among the fastest-growing companies in Europe. Leveraging its proprietary technology and a global presence across 10 offices in key financial centres worldwide, Mount Street has built an international team of seasoned banking, real estate, infrastructure, shipping and technology professionals to assist institutional investors in capturing value across the lifecycle of their credit and other investments.

As manager of the entire loan and securitization portfolio of the former WestLB, Mount Street Portfolio Advisers GmbH (MSPA) has built up extensive experience in risk and portfolio management as well as independent valuations in all current alternative asset and securitization classes as well as esoteric transactions worldwide and offers this experience to interested investors. MSPA is a highly experienced portfolio manager with a flexible platform and a specialist team for all Private Debt, Private Equity and ABS/CLO/leveraged loan investments and structures.

Peter Pukl, Senior Portfolio Manager, joined the Suva Private Markets team in January 2012 to strengthen the team's resources on the due diligence, manager selection and the relationship side. He is part of Suva’s inhouse team that has ramped the global Suva Private Markets program from under 1% to 9% of total Suva Assets of CHF 62bn (USD 69bn), including an integrated Private Markets co-investment program. He holds various advisory board seats with a number of private equity-/private debt funds. Prior to working for single family offices in Germany, Peter worked for VenCap International plc, a private equity fund-of-funds manager, in Oxford (United Kingdom) and started his private equity fund investing career in 2000 at von Braun & Schreiber, a private fund-of-funds manager, in Munich (Germany). He holds a masters degree in international business administration from the University of Vienna (Austria), University of Granada (Spain) and LUISS Rome (Italy).

Suva

Founded in 1918, Suva is the largest provider of accident insurance in Switzerland and offers a comprehensive range of services in prevention, insurance and rehabilitation and insures more than 2 million people in more than 120,000 companies. Set-up under Swiss public law with headquarters in Lucerne, Suva is a financially independent, non-profit company and employees more than 4200 employees in more than 15 offices throughout Switzerland. Suva’s asset management team manages capital for two legal institutional entities (Suva balance sheet and Suva pension fund) with approximately CHF 62bn (USD 69bn) total AuM today. The Suva Private Markets program was started in 2001 with a target allocation of 1% of Suva Assets and has grown to 9% of Suva Assets today. Within private equity, Suva has established a North American-, a European- and an Emerging Markets portfolio whereas two portfolios are managed on the private debt side, namely a USD-denominated- and a EUR-denominated private debt portfolio. Secondaries and co-investments supplement a primary fund investing-centric investment approach.

Peter Pulkkinen joined LOIM in February 2021. Before joining LOIM, Peter was Portfolio Manager for the Avenue Sustainable Solutions Fund. Peter has over 20 years of relevant industry experience having held senior roles at leading institutions with direct responsibility for sustainable private debt investments across renewable energy, infrastructure and project and asset backed finance at firms including BNP Paribas, Silverpeak, UBS AG, and Deutsche Bank AG. Peter began his career in private credit at Lehman Brothers. Peter earned a B.A. in Political Science from the University of New Hampshire (1992) and a Masters in International Affairs from The Columbia University School of International and Public Affairs, with a concentration in International Finance/Economics (2004).

Stephen is a Senior Managing Director and Co-Head of 17Capital’s Credit Offering and a member of the Investment Committee at 17Capital, the go-to global source of strategic finance for investors in private equity. Stephen joined the firm in 2019 from Lloyds Banking Group, where he was the Global Head of Financial Sponsors with responsibility for one of the largest fund finance businesses globally. Stephen has worked with private equity managers for almost 20 years and co-authored 17Capital’s report on NAV Lending and the emerging opportunity for private debt investors.

17Capital

17Capital is the go-to global source of strategic finance for investors in private equity. It specializes in providing non-dilutive capital to high-quality private equity management companies, funds, and institutional investors as part of their toolkit for value creation and portfolio management.

17Capital offers portfolio finance across the capital structure, providing a broad range of financing options. Investments are structured to support clients’ objectives, while keeping the interests of GPs and LPs aligned.

Since inception, 17Capital has raised $11 billion and has deployed over $9 billion across over 90 investments. In March 2022, 17Capital announced a strategic partnership with Oaktree in which Oaktree will acquire a majority stake in 17Capital. The partnership will give 17Capital access to Oaktree’s deep global network. Following the closing of the transaction, 17Capital, will continue to operate as an independent business, with its own product offerings and investment, marketing, and support teams

Prior to co-founding MGG, Mr. Racz was President of Hutchin Hill, a multi-billion multi-strategy hedge fund. Previously, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy fund and was a corporate attorney at Wachtell, Lipton, Rosen & Katz. Mr. Racz was also a journalist at The Wall Street Journal. Mr. Racz clerked on the U.S.D.C. Circuit. He is a member of the Board of Trustees of the NYU Law School, and was a term member of the Council on Foreign Relations. He was named a “2011 Rising Star of Hedge Funds” by Institutional Investor and was named in 2019 a “Tomorrow’s Titan” by the Hedge Fund Journal.

Mr. Racz received his JD, Order of the Coif, magna cum laude, from NYU Law School and his BA, magna cum laude and Phi Beta Kappa, from Dartmouth College. Mr. Racz also studied at Oxford University and Leningrad State University.

MGG Investment Group

Our non-sponsor focused portfolio of uncorrelated, private lending and special situation investments are designed to deliver constant high cash yields with upside and superior risk-adjusted returns (on an absolute and relative basis) in all market cycles (with zero realized losses in $5bn of originated loans since 2007). For our direct lending funds, our current net estimated portfolio IRR is roughly 10%. For our special opportunities vehicle, we target a net 15% return. MGG's LPs are leading global blue chip institutional endowment, foundation, pension, and insurance investors as well as select high net worth investors. MGG manages in excess of $2 billion of long term committed capital. Investors can elect varied structures including to receive quarterly cash distributions. MGG offers onshore and offshore vehicles, including EU/AIFM Luxembourg vehicles, as well as a Rated Debt Feeder Fund. MGG is rated by S&P. Due to COVID-19, the opportunity set for these investments is the best we have seen since the GFC.

Faisal's practice focuses on complex cross-border and domestic finance transactions and credit arrangements, particularly those financings that involve private sources of capital. He structures and negotiates a wide range of financing facilities such as senior secured financings, mezzanine debt, second-lien loans, bifurcated and stretched senior unitranche facilities, holdco loans and other innovative, first-in-kind structures. He represents a broad array of lenders and investors, including private debt funds, alternative lenders, mezzanine funds, second lien lenders, hedge funds and specialty finance companies, often in the context of leveraged buyouts, recapitalizations, refinancings and restructurings. Faisal has extensive experience in intercreditor and interlender issues, secured creditor and debt restructurings and he regularly negotiates intercreditor and subordination agreements, agreements among lenders and other complex interlender agreements.

Proskauer

We are 800+ lawyers serving clients from 12 offices located in the leading financial and business centers in the Americas, Europe and Asia. The world’s leading organizations, companies and corporations choose us to be their representatives in their most critical situations. The Firm’s Private Credit Group is made up of cross-disciplinary finance and restructuring experts exclusively dedicated to private credit investors. It includes over 75 restructuring and transactional lawyers focused on representing credit funds, business development companies and other direct lending funds in the restructuring of “clubbed” and syndicated credits and preferred equity investments. Over the past five years, Proskauer has worked on over 1,000 deals for more than 75 private credit clients globally with an aggregate transaction value exceeding $300 billion.

Mrs. Ritchie is a member of the real estate team.

Prior to joining StepStone, Mrs. Ritchie worked at Cara Investment GmbH, a Germany-based Family Office, where she was responsible for the firm’s Private Equity and Real Estate fund selection. Prior to that, she was a senior analyst alternative investments at Bank of Oklahoma after starting her career at ClearRidge, a boutique corporate advisory firm in the United States.

Mrs. Ritchie holds a master’s degree in Management from HHL-Leipzig Graduate School of Management and a bachelor’s degree in International Business Administration from the European University Viadrina. She is also a CAIA charterholder.

StepStone

StepStone is a leading private markets firm that oversees over US$333 billion of private capital allocations, including approximately US$80 billion of assets under management. It is a global firm with 19 offices in: San Francisco, Charlotte, Cleveland, La Jolla, Toronto, New York, San Paulo, Lima, Dublin, London, Luxembourg, Rome, Zurich, Beijing, Tokyo, Seoul, Hong Kong, Perth and Sydney. StepStone creates customized and targeted portfolios for the world’s most sophisticated investors using a highly disciplined research-focused approach that integrates primary, secondary and co-investments. StepStone leverages its unique global platform to optimize exposure to top performing investment managers in all strategies and geographies.

Daniel Roddick CFA founded Ely Place Partners in 2018. Daniel has 20 years of experience in private equity advisory, formerly running the placement division of EPIC Private Equity. Prior to that he worked at Campbell Lutyens and McKinsey and Co. Daniel read Engineering, Economics and Management at Oxford University, has an MA from Royal Academy of Music and is a CFA charter holder.

Ely Place Partners

Ely Place is a specialist adviser in alternative assets. It assists PE, credit, infrastructure and venture GPs raise capital from institutional investors, and acts as a specialist adviser on secondary and co-investment transactions. In addition, the team offers GP advisory services including fundraising strategy, documentation, presentation support and investor relations.

Daniel Humphrey Rodriguez is PDI’s Head of Private Markets Research. Based in London, he is responsible for leading PDI’s research and analysis of private market GPs globally. He is also responsible for a number of leading market rankings and reports such as the PDI 100 and PEI 300. Daniel graduated from Royal Holloway University of London with an Upper Second class Honours degree in Mathematics and Management.

Richard has been with EIF since 2015, first completing private equity fund investments (mainly primaries, but occasionally secondaries and co-invest as well), then over the past two years in charge of private debt fund investments. He primarily covers the British Isles (pan-European strategies) and CEE. Prior to EIF, he worked at Concorde MB Partners, which is Hungary’s leading mid-cap M&A advisory house. He holds a MSc from EDHEC Business School (Nice) and a BA from Corvinus University of Budapest.

Helene Schütrumpf has over 15 years of experience in financial markets, having started her career in proprietary trading at Merrill Lynch, analysing credit and structured credit products. She has been fundraising for Private Equity funds for 10 years, successfully closing capital for lower mid-market GPs in Europe, Asia and North America. She has also brokered secondary market transactions across a variety of geographies and fund vintages. Helene has a B.A. in Economics from Yale University and has passed all three levels of the CFA Exam. She is a German national and represented the German National Team for Basketball in 2003.

Howard Sharp joined Alcentra as Head of Origination from Park Square Capital where he was a Partner and Head of Mid-Market Direct Lending for 4 years. In this role he was responsible for co-ordinating the sponsor coverage and origination activities of the firm.

Prior to this, Howard spent five years at GE Corporate Finance Bank as Head of Origination & Sponsor Coverage and Head of Leveraged Capital Markets. This included running all commercial aspects of GE Capital’s European acquisition finance business including Pan-European leveraged loan origination and sponsor coverage.

With a career spanning over 30 years in finance, he has also held the position of Deputy Head of Leveraged Capital Markets at the Royal Bank of Scotland.
Howard received his BA Combined Honours French & German (first class) from the University of Exeter and is French-English bilingual and fluent in German.

Alcentra

Founded in 2002, Alcentra is a sub-investment grade credit specialist, managing $36bn AUM. The firm employs some 175 people with deep expertise in public and private credit, across performing, stressed and distressed loan and bond strategies in both the US and Europe. In European private credit, Alcentra was one of the pioneers, with junior debt investments starting in the early 2000’s and senior debt in 2012. The firm currently manages some $11bn of private credit investments for its limited partners through four vintages of co-mingled funds and through separately managed accounts. Alcentra is in the process of being acquired from its current owner, BNY Mellon, by Franklin Templeton of the US, with closing anticipated not later than Q1 of 2023.

Mr. Shraga is a Founding Partner and Chief Investment Officer of Signal Capital Partners Limited. Prior to founding the firm, he was Global Head of Structured Finance at Deutsche Bank from 2009 to 2015 creating the street’s most profitable structured business and largest contributor to the firm’s profitability. Mr. Shraga’s responsibilities spanned the US, Europe, and Asia, with a focus on activities such as Commercial Real Estate, ABS, Illiquid Credit, Special Situations and Principal Distressed. Additionally, from 2012 to 2015, he was Co-Chairman of the firm’s Market Risk Committee. He began at Deutsche Bank in 2000 serving in many roles. Mr. Shraga holds a B.Sc. in Statistics from the University of Toronto.

Signal Capital Partners Limited

Signal Capital Partners is a London-based asset management firm focusing on European investment opportunities across corporate and real estate sectors, in both private and public markets. Signal was established in 2015 by a highly seasoned management team pooling together a unique set of skills across asset and structural complexity. With over €2bn in AUM and 40 dedicated investment and operations professionals, Signal is a meaningful provider of financing solutions to the private markets. Signal’s flagship special situations strategy is entering its third vintage. In addition, with the growth of its credit platform, Signal accesses dislocated investments and value creation opportunities across structured credit.

Parvoleta is responsible for the firm's risk portfolio as well as execution and management of investments. She is also a member of the Investment Committee. Parvoleta has spent most of her career managing credit portfolios for Black River Asset Management and Goldman Sachs. She has 29 years of experience across Eastern Europe, Africa and the Middle East. Parvoleta is Co-Chair of the UK Board of Directors and a longstanding supporter of EMpower – the Emerging Markets Foundation. Founded in 2000 by a group of EM finance professionals, EMpower partners with community-based charities within EM to give at-risk youth opportunities to create a better future.

Gemcorp Capital

Gemcorp Capital is a dedicated alternative independent asset manager, focused on private asset investments in Emerging Markets. Founded in 2014, the firm has executed over $7bn credit and equity investments through dedicated fund offerings as well as strategic co-investment syndications and managed accounts, with the African continent remaining a high priority for the firm given the opportunity set that is offered to both domestic and international investors. Headquartered in London, Gemcorp Capital is truly embedded in the markets in which we serve with key local office presence, and is 100% owned by the Gemcorp management team. As a signatory of the UN PRI, ESG is integral to our research, investment and risk management processes. Gemcorp Capital seeks to make a meaningful impact through our active deployments and is committed to making continuous measurable contributions towards the UN Sustainable Development Goals.

Karen Simeone joined HarbourVest in 2018 and focuses on investments in senior and junior private credit transactions.

Throughout her career, Karen has managed all aspects of the private credit investment process including sourcing, evaluating, structuring, underwriting and managing secured debt securities of middle market companies. Prior to joining the Firm, Karen was a managing director at TCW in the Direct Lending Group (formerly Regiment Capital’s direct lending team). Karen previously worked at Stairway Capital and HVB Group. Karen began her career at J.P. Morgan as part of the leveraged finance group and later became a member of the high yield research team.

Karen received a BS from Georgetown University in 1998 and studied at the London School of Economics.

HarbourVest

HarbourVest is an independent, global private markets firm with 40 years of experience and globally more than $98 billion of assets under management as of March 31, 2022. We have had a deep presence in the UK market for over 30 years, stewarding close to £13bn in capital for over 100 UK clients since 1983. Our interwoven platform provides clients access to global primary funds, secondary transactions, direct co-investments, real assets and infrastructure, and private credit. Our strengths extend across strategies, enabled by our team of more than 850 employees, including more than 180 investment professionals across Asia, Europe, and the Americas. Across our private markets platform, our team has committed more than $51 billion to newly-formed funds, completed over $41 billion in secondary purchases, and invested over $28 billion in directly operating companies. We partner strategically and plan our offerings innovatively to provide our clients with access, insight, and global opportunities.

Mr. Stainton is a Managing Director at HPS Investment Partners. Prior to joining HPS in 2016, Mr. Stainton worked at Bain Capital Credit for seven years, where he sourced, evaluated and executed a range of debt and equity investments. Mr. Stainton led Bain Capital’s European Corporate Distressed and Special Situations Team and played a key role in launching the NPL and Real Estate strategy. Mr. Stainton holds a Double First Class BA from Merton College, University of Oxford and an MPhil from Robinson College, University of Cambridge.

HPS Partners

HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure that include privately negotiated senior secured debt and mezzanine investments, asset-based leasing as well as syndicated leveraged loans and high yield bonds The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients, who have entrusted us with approximately $91 billion of assets under management as of August 2022.

Tom is currently the Head of Private Markets for Phoenix Group, the UK’s largest long-term savings and retirement provider with over £270bn of Assets under Administration, on behalf of over 13 million policyholders.

In his current role, Tom is a member of the Leadership Team within Phoenix Asset Management, reporting into the Group Chief Investment Officer, Mike Eakins. Tom is responsible for leading the Origination of Illiquid Assets for Phoenix Asset Management, with Sustainability at the heart of the global investment strategy.

Prior to joining Phoenix Group in March 2021, Tom was Head of Infrastructure Investments at Legal & General Investment Management (LGIM) across Equity and Debt, investing globally in the asset class whilst supporting climate change, having joined in 2017. Prior to joining LGIM Tom was a Managing Director, Head of Acquisition Finance at Royal Bank of Canada for almost 10 years, advising, structuring and underwriting across RBC's M&A sectors (with notable transactions in Infrastructure, Energy, Industrials, Financial Institutions, Tech/ Media/Telecoms and Healthcare) in both public and private M&A financing events. Tom is a Chartered Accountant (trained with PwC).

Phoenix Group

Phoenix Group is the UK’s largest long-term savings and retirement business with c.14 million customers and £338 billion of assets under administration. We understand that our scale and expertise means that we have a key role to play for our customers, colleagues and our communities.

Our purpose is helping people secure a life of possibilities.

As the country navigates a shifting pensions landscape, we will continue to be a safe and dependable ally in the journey to and through retirement for millions of customers.

As a market leader, we believe we have a broader role to play in society, to help as many people as possible secure a life of possibilities. This of course means taking responsible and sustainable investment decisions, but also using our presence and voice to advocate on behalf of the UK’s savers.

Andy has been with PEI since 2003, working on a number of titles including as Editor of Private Equity International and Senior Editor of Infrastructure Investor. Since H2 2015, he took over responsibility for Real Estate Capital and, in the first half of 2016, also for Private Debt Investor. He is a regular writer for the magazines as well as websites and has also often contributed to our events as a panel moderator. Prior to joining PEI, Andy had senior roles at venture capital portal Venturedome.com and at Thomson Financial. He has a degree in Sociology from the University of Surrey.

Jean-Marc Torre is the CEO of White Oak UK. Mr. Torre has 30 years of banking experience and has spent the majority of his career being the country head and chief executive at various BNP Paribas Bank subsidiaries with a focus on commercial finance and lending.

White Oak UK

White Oak Global Advisors, LLC (“WOGA”) is a leading alternative debt manager specializing in originating and providing financing solutions to support small and middle market enterprises at every stage of their lifecycle. WOGA and its financing affiliates optimize capital structure based on available assets and cash flow and provide over twenty lending products to the market that include term, asset-based, and equipment loans. Since its inception in 2007, WOGA and its affiliates have deployed over $10 billion across its product lines, utilizing a hands-on, disciplined investment process that focuses on delivering risk-adjusted investment returns to investors, while establishing long-term partnerships with its borrowers.

Alison Trusty is an Associate Partner within the global investment management team, with 15 years investment experience. At Aon Alison’s research focus is on alternative credit, with expertise across both liquid and private debt markets. She has lead the firm’s research efforts in strategies such as distressed debt, regulatory capital relief and litigation finance. Alison is also a member of Aon’s global private credit group.

Before joining Aon, Alison spent five and half years at Hymans Robertson, a UK Consultancy, where she led the firm’s research and advice on hedge fund strategies and managers. Prior to this, Alison worked as a hedge fund analyst at Olympia Capital Management, a Paris-based multi-strategy fund of hedge fund.

Alison started her career at a private wealth management firm where she was co-portfolio manager for the firm’s discretionary managed AIM portfolios.

Natalia is Head of European Private Credit at Apollo and is responsible for originating, structuring and underwriting transactions. Natalia has over 14 years of investing experience and extensive knowledge in direct lending dealflow, having worked closely with private equity houses and corporates over the years. Prior to joining Apollo, Natalia was a Managing Director at Alcentra where she was one of the founding members of its European direct lending platform.

Apollo Management International

Apollo is a global, high-growth alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three business strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of December 31, 2021, Apollo had approximately $498 billion of assets under management.

Dr. Matthias Unser is a Founding Partner and Managing Director of YIELCO Investments AG. Since 2003 he was responsible for more than 80 commitments to private debt funds with a total committed capital of more than USD 2.5bn. Matthias had leading roles for European funds-of-funds managers (DB Private Equity, Sal. Oppenheim Private Equity Partners; VCM Capital Management) where he was responsible for all private debt fund commitments, covering direct lending, mezzanine, distressed debt, credit opportunities and specialty finance funds. Between 1999 and 2001 he worked in Corporate Finance Advisory at PricewaterhouseCoopers. Matthias holds a master’s degree and a PhD in Finance.

YIELCO Investments

YIELCO Investments is a Munich based funds-of-funds manager managing and advising more than EUR 8.1bn for primarily German speaking institutional investors. The firm is led by experienced investment professionals who have been investing in alternative investments for an average of 15 years. Building on this knowledge, YIELCO has developed an innovative product and service offering characterized by attractive conditions and a high degree of alignment of interests with its customers. Diversified multi-manager portfolios and individual managed account solutions provide our investors with access to infrastructure, private debt and private equity funds, co-investments and secondaries.

Reji is the Lead Portfolio Manager for Private Markets Investments at Decalia SA, where he runs a private market solutions programme that invests through fund investments, co-investments, secondary transactions and seeding deals, with a particular focus on private credit and special situations. Reji has 16 years of industry experience and was previously an executive director at Morgan Stanley Alternative Investment Partners, an executive director at Goldman Sachs Investment Banking and a consultant at Bain & Company. Reji received a B.A. (Hons) in law and a Master of Laws from the University of Cambridge and an M.B.A. with Distinction from Harvard Business School.
DECALIA
DECALIA is a Swiss independent investment management company that manages and advises private and institutional clients’ assets, covering private markets, wealth management and asset management. The firm has c.CHF 5bn of AUM under management and has deployed over CHF 1.5bn into private markets strategies. The firm has offices in Geneva, Zurich and Milan. The firm was founded in 2014 and is fully owned by its management.

Tricia joined Redington in June 2021 as a Director in Manager Research, with responsibility for leading the private credit team to source, select and deliver best-in-class investment solutions to Redington’s institutional and wealth management client base.
Tricia most recently gained experience in the Public Sector at Greater Manchester Pension Fund, developing the private credit, private equity and infrastructure programmes, alongside helping to build the ESG framework for private markets.
Tricia launched her career on the Graduate Programme at Goldman Sachs over 20 years ago, where she also qualified as a Chartered Accountant, an ideal foundation before moving into a credit hedge fund. In 2008 Tricia joined Absolute Return Partners, an alternatives investment management boutique, as a credit and ILS analyst. In 2010 she was made Partner and built out the investment research and management teams for private markets, with a continued focus on private credit. Tricia also took on responsibility for key advisory relationships with pension fund and Family Office clients supporting strategy education, fund selection, implementation and monitoring of managers

Redington

Redington is a purpose driven firm on a mission to help make 100 million people financially secure – for the benefit of people and planet.
As an independent investment consultancy, we provide a full range of outcome-oriented advice, high-conviction manager research, responsible investment expertise, clear reporting and cutting-edge technology to some of the largest institutional investors and wealth managers across the UK, Europe and China.
Our philosophy is to begin with the end in mind – ensuring everything we do is aligned with our clients’ objectives. Our tried and tested framework-based approach to advice helps our clients make better-informed decisions which are focused on achieving the best possible outcomes for their end beneficiaries.

Adam Wheeler is Co-Head of Barings’ Global Private Finance Group and a member of the firm’s North American, European and Asia-Pacific Private Finance Investment Committees. He is responsible for leading a team that originates, underwrites and manages global private finance investments. Adam has worked in the industry since 1994 and his experience has encompassed mezzanine investing, private debt investing, originating, structuring and underwriting leveraged loans. Prior to joining the firm in 2009, he worked for AMP Capital Investors as the head of the Australian and New Zealand Private Debt business where he was responsible for managing a team that originated, arranged and invested in mezzanine and related private debt financings. He was also a member of the AMP Capital Private Debt Investment Committee. Before AMP, he held origination, underwriting and advisory positions at Rabobank Corporate Finance, N.M. Rothschild & Sons and PricewaterhouseCoopers. Adam holds a B.Com. and L.L.B. from the University of New South Wales, a G.D.M. from the Australian Graduate School of Management, and is a member of the Institute of Chartered Accountants in Australia and a Fellow of the Financial Services Institute of Australasia.

Barings

Barings is a $349+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment.

*As of June 30, 2022

Mark Wilton is a senior member of Barings’ Global Private Finance Group and a member of the European Private Finance Investment Committee. He is responsible for originating, executing and monitoring European private finance investments with management responsibilities. Mark has worked in the industry since 1996. Prior to joining the firm in 2005, Mark was with the Royal Bank of Scotland ("RBS") where he worked in the Corporate and Structured Finance ("CSF") business. During his time at RBS, Mark was influential in the successful growth of the London CSF team, which more than doubled its income within this period. Mark led a number of high profile transactions, structuring and arranging both senior debt and mezzanine finance in support of private equity sponsored deals. Prior to RBS, Mark was a Corporate Finance Adviser for Catalyst Corporate Finance, an independent boutique, and PricewaterhouseCoopers ("PwC"). Mark qualified as an ACA in 1996 at PwC and holds a B.Sc. (Honors) in Management Sciences from Loughborough University.

Barings

Barings is a $349+ billion* global investment manager sourcing differentiated opportunities and building long-term portfolios across public and private fixed income, real estate, and specialist equity markets. With investment professionals based in North America, Europe and Asia Pacific, the firm, a subsidiary of MassMutual, aims to serve its clients, communities and employees, and is committed to sustainable practices and responsible investment.

*As of June 30, 2022