Investor
Europe Summit London 2024
7 - 8 May 2024,
Hilton Tower Bridge, London
Navigating private credit in a complex market
The 11th annual PDI Europe Summit will return to Hilton Tower Bridge, London on 7-8 May 2024 with Europe’s leading investors, biggest funds and managers in the private debt space.
The Summit is the leading conference to uncover the latest trends, investor allocations, and solutions shaping Europe’s private debt market.
Meet with over 300 attendees comprising of institutional and private investors and key players of the private debt community in Europe. Join us for two days of unrivalled networking and actionable insights.
Key themes include:
- Identifying opportunities in asset-backed lending and specialty finance
- The future of direct lending, distressed debt, NAV financing, and opportunistic credit
- LP considerations on geography, strategies, and risk profiles in debt investing
- Fundraising climate and outlook for emerging and exisiting fund managers
- And much more.
2024 Investor attendees include:
Why Europe Summit?
Meet Europe’s leading investor community
Network with YOY investor attendees including AP Fonden 4, CDPQ, European Investment Fund and 100+ European investors from the region’s biggest pension funds, insurers, and family offices.
Understand investor appetites and allocation preferences
Join us for a deep dive into direct lending, distressed debt, ESG integration and other important and emerging topics in the space focusing on real estate debt, specialty finance and much more.
Build a strong private debt network
Meet with emerging players and industry veterans to understand the evolving asset class and the market. Partake at in-person networking drinks, roundtables, and 1-2-1 meetings throughout the conference.
2024 Keynote
Nemashe Sivayogan (Right)
Head of treasury and pensions
London Borough of Merton
Understand how the £900m London Borough of Merton will shift their focus onto private debt so you can align your firm’s portfolio strategies.
Keynote interview with London LGPS CIV
Raymond Wright
Private Markets Portfolio Manager
London CIV
Meet Raymend Wright, the private market portfolio manager at London LGPS CIV, one of the eight U.K. LGPS asset pooling companies. Understand London CIV, the local authorities on how they manage London Local Government Pension Scheme’s assets this May.
2024 Speakers include:
Key event themes include:
- Emerging strategies in private debt for 2024 and beyond
- The increasing democratization of the private credit market
- Geopolitical considerations for investors in a volatile world
- Assessing private debt’s continuing ESG journey
- Real estate debt revitalisation
2024 in numbers
300+
Attendees
85+
Speakers
100+
Investors
What our delegates say?
Luca Di Rico
Racing Capital
A must for anyone in the industry
Amin Doulai
King & Spalding
Another excellent summit. An invaluable opportunity to engage with a wide range of private market participants.
Stephen McKenna
Altum Group
A fantastic event with a great turnout and extremely relevant content.
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Meet our advisory board
Apply for a complimentary Institutional Investor pass
The PDI Europe Summit provides an unrivalled platform for institutional investors and allocators investing in private debt to gather.
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event. To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass today and a member of our team will be in touch to confirm your eligibility.
2024 investor attendees include:
Investors at PDI Europe 2024
The forum is the largest meeting place for institutional and private investors, and other members of the private debt community in Europe.
Check out the benefits of joining the conference and who among your peers you will be joining. Apply for a complimentary pass for you or your team today.
What to expect?
Network with your peers
Enrich your network, build lasting relationships, and exchange valuable perspectives with your investor peers through investor-only breakfasts, networking breaks, lunches and much more.
Gain expert insights
Hear from our industry-leading speaker line-up, discover the latest trends and stay aligned with future innovations in the market.
Explore opportunities
Discover remarkable investment opportunities in emerging sectors including real estate, corporate credit, the CLO market and more.
Meet with the best and brightest funds
Connect and arrange one-to-one meetings with the biggest private debt managers in the market.
What to expect on the event day
300+
Attendees
75+
Speakers
100+
Institutional Investors
5+
Networking hours
Apply for a complimentary Institutional Investor pass
A limited number of complimentary passes are available for eligible allocators and institutional investors to join the event.
To qualify for a complimentary pass, you must meet the eligibility criteria in representing a pension fund, insurance company, sovereign wealth fund, private wealth manager, foundation, endowment, family office or corporate investment division.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Key trends shaping our agenda:
For more information on the agenda, please contact Hannah Ogun.
hannah.o@pei.group | +44 (0) 20 3994 7961
Agenda
Day 1 - Tuesday 7th
Registration and networking
PDI Europe Summit Welcome Address
Chairperson’s opening remarks
Keynote Panel: Assessing private credit’s through-the-cycle value
- Where do we now stand in the cycle and what is the true maturity of private credit?
- Where are funds finding opportunities to invest at this point in the cycle?
- How is credit quality holding up against the background of interest rates and economic development?
- What happens when lenders take over the keys of companies?
Moderator: Guillermo Pérez Molina, Private Credit Associate, Alternative Credit Council
LP keynote interview
Interview with a notable LP exploring their outlook on private debt allocation in 2024.
Interviewer: Andy Thomson, Senior Editor, Private Debt Investor
Short break
Panel: The workings of multi lender Unitranche clubs
- How are larger cap unitranches competing with the liquid markets?
- How do they compare to historic mainstream bilateral unitranche deals in terms of risk/return and availability of transactions?
- How to avoid lender to lender disputes
- LP views on hidden double allocation due to tendency of club deals
- How do LPs view the club approach and perceive club deal making?
Moderator: John Bakie, News Editor, Private Debt Investor
Networking Coffee Break
Panel: What’s driving opportunistic credit?
- What is the opportunity set for opportunistic credit? Why is it gaining ground with investors? Is the high interest rate climate the key driver?
- Pull-to-par strategies vs capital solutions
- Is this the perfect time for opportunistic credit?
Moderator: Kevin-Paul Deveau, Partner, Reed Smith
Jennifer Hartviksen
Managing Director, Head of Global Credit, Investment Management Corporation of Ontario (IMCO)
Read bioPDI Data Presentation- latest stats numbers on private debt using PDI data
LP Views: Fundraising climate and allocation
- What’s happening on corporate direct lending fundraising? What’s driving LP capital?
- What’s happening in fundraising in relation to the other sub categories of the asset class?(NAV, real estate debt, infra debt etc.)
- Has the fundraising winter ended?
- Co investment capabilities- what are the drivers for doing co-investments?
Moderator: Christine Farquhar, CEO of UK and Europe, Cambridge Associates
Networking Lunch
Panel: Infrastructure debt financing in a volatile climate
- What is the LP appetite for infra debt in the current climate?
- How has the sector matured?
- How has infrastructure debt proven it’s resilience to high interest rates, inflation and market volatility so far?
Moderator: Anish Butani, Managing Director, bfinance
Panel: Investing in Real estate debt
- What’s driving the shift to real estate debt as opposed to other strategies within the asset class
- How do LPs view the asset class
Moderator: Aida Feriz, Executive Director, Wimmer Family Office
Panel: The future for NAV- lending
- Will NAV financing ultimately outgrow the subline business?
- What is the opportunity set- how does it compare to corporate direct lending in terms of risk and yield?
- Is there a grey area around ESG?
Moderator: Jordan Hogan, Associate Director, Membership, Alternative Credit Council
Panel: Identifying Opportunities In Asset-Backed Lending and specialty finance
- What is the value proposition and how big is the opportunity set with ABL strategies?
- Do investors appreciate the differences in approach?
- Do different assets offer diversified risk-return characteristics?
Moderator: John Bakie, News Editor, Private Debt Investor
Networking Coffee break
Panel: The State of the Debt Market from the Sponsor’s Perspective
- What is the value proposition to borrowers in the current rising rate environment?
- What are the pros and cons of a lending club from the borrower point of view?
- The need for speed: How are firms leveraging tThe need for speed: How are firms leveraging technology to gain a competitive edge and improve value prop for borrowers?
Moderator: Aude Doyen, Managing Director, Lincoln International
Panel: LP vs GP expectations on emerging managers
- What are LP expectations of first and second generation emerging managers?
- How to differentiate yourself in an increasingly overcrowded market.
- What are the hot sectors/strategies emerging managers are looking at?
- Where to enter the market. LP requirements on managers infrastructure.
Moderator: Brendan Foley ,Director, Rede Partners
Audience roundtables
- Is it the golden age of private debt? facilitated by Matthias Mathieu, Managing Partner, Bright Capital
- Covenants in private debt facilitated by Greg Racz, President, MGG Investment Group
- African private debt opportunities facilitated by Kofi Asumadu Addo, Director, Guarantees & Specialised Finance, Afreximbank
- Venture debt and growth finance facilitated by David Bateman, Managing Partner, Claret Capital Partners
- The future of tech in Europe facilitated by Olya Klüppel, Managing Partner, GGC
- LP co-investing opportunities facilitated by Callum Bell, Head of Direct Lending, Investec
Networking reception
Agenda
Day 2 - Wednesday 8th
LP networking breakfast (by invitation only)
Registration and networking
Chairperson’s opening remarks
Keynote Interview: A pension fund investor's experience investing in private credit
Panel: The role of private debt in the energy transition
- How can private debt help financing the transition to ESG compliant assets?
- How is private debt positioned to meet the net zero opportunity?
- The contrasting landscapes of US and Europe in energy transition private credit
Moderator: Charlotte Moore, Freelance journalist and communications consultant, Independent
Aurelie Hariton-Fardad
Managing Director, Head of EMEA Portfolio Management Private Credit, MetLife Investment Management
Read bioNetworking Break
Fireside chat: Future of Life Sciences
Debate: Who’s issuing the better credits?
- Deal activity in Large cap vs lower mid market
- How selective are managers when looking at deals?
- What’s shaping underwriting and how do managers consider leverage levels?
- What flexibility is being offered for challenging credits?
Moderator: Matthias Kirchgaessner, Managing Partner, Plexus Research
Short break
PDI Investment Committee
Our PDI Investment Committee takes a look at three investment case studies from leading GPs in this unique interactive format.
Co-Moderators: Dr. Gabriella Kindert, Independent Board Member, Neptune Leasing, a.o. and Matthias Kirchgaessner, Managing Partner, Plexus Research
Presenters: Fabian Chrobog, Founder & Chief Investment Officer, NorthWall Capital
Networking lunch
Challenges of data reliability and quality
- Data collaboration between private equity and private debt.
- How to improve collaboration between the asset classes.
- Key challenges with SFDR and EU taxonomy.
- Does ESG-compliant private debt strategies result in an increased credit quality within the portfolio?
Moderator: Aditya Vikram, Head of Private Debt and Private Equity, PRI
The rise of sustainability linked loans and state of Impact credit strategies
- What challenges do you see in the implementation of ESG in private debt?
- How to prevent greenwashing around SSL?
- Should the targets be linked to tangible outcomes?
Moderator: Daram Pandian, Multi-Asset Analyst, PRI
Distressed debt & Special Sits in a high interest rate environment
- How does the opportunity set compare? Where are the differences?
- How do deals vary in size and structure across the pond?
- How do managers expect dealflow to develop over the next year?
- How are LPs diversifying their portfolio across the jurisdictions?
Moderator: Christoph Gort, Managing Partner, SIGLO Capital Advisors AG
Non-sponsored deal flow
- What is the appeal of non-sponsored deals for investors and borrowers?
- How does a manager’s skillset differ to sponsored transactions?
- Does sponsorless mean riskier?
- Is there less competition in the sponsorless market and does that make it more favourable?
Moderator: Pierre-Antoine Godefroy, Managing Director, Campbell Lutyens
Networking coffee break
Panel: Private debt secondaries market development
- How to utilise the asset class as part of your portfolio
- How are LPs navigating this space?
- How is the market developing and what’s driving it forward?
Moderator: Francois Bouillon, Partner, Ely Place Partners
Closing remarks
Trending topics our speakers will cover:
For more information on speaking at the PDI Europe Summit, please contact Hannah Ogun.
hannah.o@pei.group | +44 (0) 20 3994 7961
2024 Speakers:
Aurelie Hariton-Fardad
Managing Director, Head of EMEA Portfolio Management Private Credit, MetLife Investment Management
Jennifer Hartviksen
Managing Director, Head of Global Credit, Investment Management Corporation of Ontario (IMCO)
Aman Kumar
Managing Director, Co-Portfolio Manager, Life Sciences Lending, Oaktree Capital Management
Peter Pulkkinen
Portfolio Manager – Sustainable Private Credit at Lombard Odier Investment Managers, LOIM
View key insights from the Summit
Post-Event Resources
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Global Business Development Director – Private Debt.
beth.p@pei.group | +44 20 7566 5464