Investor
Germany Forum Munich 2024
15 - 16 October 2024,
Hilton Munich City Munich
Leveraging opportunities in the golden age of private debt
The 10th annual Private Debt Investor Germany Forum will connect the most influential asset allocators and funds from the DACH region and beyond at Hilton Munich City on 15-16 October.
Join over 60 institutional and private investors seeking to connect with private debt fund managers and the wider market to learn about the latest trends, explore investment opportunities and decide where to allocate their capital.
You will hear from over 70 speakers across the forum and gain unrivalled opportunities to connect with the most active investors in Germany, Austria, and Switzerland. Join your peers at the Germany Forum for an unmissable two days of content and networking in the region.
Download the event brochure to discover unmissable happenings this October.
Over the past decade, the PDI Germany Forum has supported over 1,500+ private debt investors and fund managers in the DACH region. With 15% of investors increasing their allocation to private debt in recent years, it is more important than ever to explore their strategies, investment appetite, and the new opportunities arising from the region including real estate debt, the secondaries market, specialty finance, NAV financing and more.
With the 10th anniversary of the Private Debt Investor Germany Forum fast approaching, this is your chance to meet and network with 200+ leading players and institutional investors. Germany, Austria and Switzerland are now at the forefront of investors and fund managers, and many of the asset class’s most exciting developments. Accelerate your plans and fundraising goals in the DACH region by joining us at the Germany Forum. We look forward to seeing you there.
Meet with 60+ institutional investors this October
What can you expect at the forum?
Meet institutional investors
Network with active investors including European Investment Fund, HQ Trust, MEAG, RAG-stiftung, Viridium Gruppe and many more about the most robust debt strategies you should adapt in the DACH region.
Event content with value
Learn from leading investors and fund managers, and to better understand investor allocation, gain practical guidance on co-investment strategies, hear about the evolving real asset debt opportunities in Europe, and how to leverage opportunities in the private debt investing landscape.
Build your private debt network
Connect in-person during roundtable discussions, networking breaks, panel Q&As, invite-only breakfasts and at our evening drinks reception. Build lasting relationships and compare best practices with your peers.
2024 Keynote
Bayerische Landesbank on navigating macro risks
Dr Jürgen Michels
Chief Economist & Head of Research
Bayerische Landesbank
Dr Jürgen Michels will share insights on the shifting macroeconomic outlook for 2025 and what opportunities the inflationary backdrop, interest rates and ongoing geopolitical uncertainties may create for the private markets. Discover new insight into the current market backdrop to help your firm successfully navigate the market with resilience.
Ask your burning questions to Dr Jürgen and discover what major factors will drive and influence investor sentiment in private credit.
Secure your place before 6 September to save £150
2024 Featured Speakers:
Key event themes include:
- Insights on the up-take in co-investment deal flow
- How are managers navigating the downturn and viability of the asset class in the face of recession?
- Has the secondaries market finally come of age?
- Where is the next big growth area in private debt- NAV finance, opportunistic credit, venture debt?
- How is LP pressure shaping ESG integration in private debt considering today’s sustainability agenda?
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.
Discover your event experience
Pre-Event Resources
Raise your profile amongst the private debt community
Private Debt Investor hosts industry-leading events for global private debt and credit professionals. The networking events connect leading investors and fund managers to drive the asset class forward. Sponsorship gives you:
- VIP access
- Thought-leadership opportunities
- High-profile branding
- And much more…
For more information on available sponsorship opportunities, please fill in the enquiry form. Or contact Beth Piercy, Global Business Development Director – Private Debt.
beth.p@pei.group | +44 20 7566 5464
2024 Sponsors:
Trending topics shaping the private debt markets
For more information on the event, please contact Hannah Ogun.
hannah.o@pei.group | +44 203 307 2473
2024 Agenda:
Agenda
PDI Germany Forum 2024 - Day One - Tuesday 15th
Registration and coffee
PDI Welcome remarks
Chairs opening address
![Bunnenberg, Dr. Philipp PDIG24 CROPPED A speaker photo for Dr. Philipp Bunnenberg](https://www.peievents.com/en/wp-content/uploads/2024/05/Bunnenberg-Dr.-Philipp-PDIG24-CROPPED.png)
Dr. Philipp Bunnenberg
Head of Alternative Markets, Bundesverband Alternative Investments e.V. (BAI)
Read bioKeynote: Macro Outlook and Risks
![Michels, Jürgen PDIG24 CROPPED A speaker photo for Jürgen Michels](https://www.peievents.com/en/wp-content/uploads/2024/07/Michels-Jurgen-PDIG24-CROPPED.png)
Keynote Panel: Views on Private credits ‘golden moment’
- Is this really a golden age for private credit?
- How will private credit returns be affected by the interest rate cycle
- Where is the private credit industry currently and where is it headed?
- How have higher rates and economic uncertainty changed credit underwriting?
- How big can the asset class get and what is its status within private markets?
- How have higher rates and economic uncertainty changed credit underwriting?
- Consequences of the geopolitical climate on private markets- what does it mean for the investment environment overall as well as private credit.
Short break
Panel: Private Credit scorecard – Strategies and Sectors Driving Growth and Scale
- How did the asset class handle its first big macro tests in Covid and the current slowdown?
- Which regions and sectors show the greatest potential for expansion and what sectors are feeling the pinch?
- How are managers incorporating the energy transition or climate risk into investment plans?
Moderator: Olga Braun-Cangl, Senior Investment Director, Cambridge Associates
Networking Coffee Break
LP Views: Challenges and opportunities in the Investing landscape
- Where are LPs deploying their capital and why? Investors’ appetite (Liquid/Illiquid, PE vs Fam Owned)
- How are LPs re-evaluating their portfolios against the current downturn?
- Investment discipline of credit funds in the current environment
- How has a challenging fundraising climate influenced an uptake in co-investments?
Moderator: Hans-Peter Dohr, Founder & Managing Director, ICA – Institutional Capital Associates
![Dohr, Hans Peter PDI GER19 (WP FILTERED) A speaker photo for Hans-Peter Dohr](https://www.peievents.com/en/wp-content/uploads/2018/12/Dohr-Hans-Peter-PDI-GER19-WP-FILTERED.jpg)
![Gralla, Sven PDIG24 CROPPED A speaker photo for Sven Gralla](https://www.peievents.com/en/wp-content/uploads/2024/05/Gralla-Sven-PDIG24-CROPPED.png)
![Lazarova, Nedelina PDIG24 CROPPED A speaker photo for Nedelina Lazarova](https://www.peievents.com/en/wp-content/uploads/2024/06/Lazarova-Nedelina-PDIG24-CROPPED.png)
![Lehner, Thomas PDIG24 CROPPED A speaker photo for Thomas Lehner](https://www.peievents.com/en/wp-content/uploads/2024/07/Lehner-Thomas-PDIG24-CROPPED.png)
Debate: Banks vs Direct lenders in the DACH and wider Europe middle market
- To what extent are deals being financed by banks/funds in the lower mid-market? How does it compare to the rest of Europe?
- What’s the appetite for super senior?
- Is traditional senior private debt the next big growth area?
- How are private debt funds filling the gap in the low risk end of the market?
Moderator: Sabine Fischer, Managing Partner and Co-Founder, BB Alternative Partners
Networking lunch
Panel: Driving forces behind the real estate debt market
- What is shaping and driving the market?
- Where is the biggest opportunity within the real estate private credit space?
Panel: Has the secondaries market finally come of age?
- How is the market positioned for future growth?
- Is there a pick up in market volume?
- What will be the catch-up effect to PE?
- What type of strategies really drive activity in mainstream unlevered senior direct lending fund stakes?
- What is the attractiveness of legacy portfolios?
Moderator: Marcel Schindler, Head StepStone Private Debt, Partner, StepStone Group
Panel: What’s new in Specialty finance
Panel: NAV financing
- What is the current opportunity set given stale PE portfolios?
- How structurally robust are NAV investments in challenging market conditions?
- How do you apply ESG in a NAV loan?
Networking coffee break
Borrower panel: Views on the debt financing market
- What is the value proposition to borrowers in the current rising rate environment?
- Will private equity dealmaking grow increasingly dependent on private debt financiers to get the job done?
- What clauses in credit agreements can sponsors invoke to induce creditors to accept their restructuring proposals?
![Dincer, Mustafa PDIE24 CROPPED A speaker photo for Mustafa Dincer](https://www.peievents.com/en/wp-content/uploads/2023/02/Dincer-Mustafa-PDIE24-CROPPED.png)
Institutional Investor Case study: Building exposure to private debt
Chair’s closing remarks
![Bunnenberg, Dr. Philipp PDIG24 CROPPED A speaker photo for Dr. Philipp Bunnenberg](https://www.peievents.com/en/wp-content/uploads/2024/05/Bunnenberg-Dr.-Philipp-PDIG24-CROPPED.png)
Dr. Philipp Bunnenberg
Head of Alternative Markets, Bundesverband Alternative Investments e.V. (BAI)
Read bioMeet the Allocator roundtables (LP hosted roundtables)
Each roundtable will be hosted by an LP sharing their views on the below topics.
- Manager selection in a nutshell facilitated by Sven Gralla, Fund Manager Private Debt, LBBW Asset Management
- Specialty and niche strategies facilitated by You-Ha Hyun, Investment Director, Perpetual Investors GmbH
- ESG integration in private credit facilitated by Priscilla Schnepper, Senior Investment Manager Private Credit, European Investment Fund
- Co-investing capabilities facilitated by Alexander Schmitt, Senior Portfolio Manager – Global Private Debt, Allianz Global Investors
- Funding the energy transition facilitated by Harald Haas, Senior Investment Manager, MEAG
- Where is the Future growth of private debt?
- GP Data transparency and hidden risks in underlying assets
- Emerging strategies
- Sponsorless lending market
- Infrastructure debt facilitated by Işıl Tanrıverdi Versmissen, Head of Infrastructure Debt Transactions, MEAG
- Portfolio diversification
- Senior direct lending
![Gralla, Sven PDIG24 CROPPED A speaker photo for Sven Gralla](https://www.peievents.com/en/wp-content/uploads/2024/05/Gralla-Sven-PDIG24-CROPPED.png)
![Haas, Dr. Harald PDIG24 CROPPED A speaker photo for Dr. Harald Haas](https://www.peievents.com/en/wp-content/uploads/2024/06/Haas-Dr.-Harald-PDIG24-CROPPED.png)
![Hyun, You-Ha PDI CAPS19 CROPPED A speaker photo for You-Ha Hyun](https://www.peievents.com/en/wp-content/uploads/2019/10/Hyun-You-Ha-PDI-CAPS19-CROPPED.jpg)
![Schmitt, Alexander PDIG24 CROPPED A speaker photo for Alexander Schmitt](https://www.peievents.com/en/wp-content/uploads/2024/07/Schmitt-Alexander-PDIG24-CROPPED.png)
![Schnepper, Priscilla PDIG24 CROPPED A speaker photo for Priscilla Schnepper](https://www.peievents.com/en/wp-content/uploads/2024/06/Schnepper-Priscilla-PDIG24-CROPPED.png)
![Tanriverdi Versmissen, Isil WPM24 CROPPED A speaker photo for Isil Tanriverdi Versmissen](https://www.peievents.com/en/wp-content/uploads/2024/06/Tanriverdi-Versmissen-Isil-WPM24-CROPPED.png)
Networking drinks
Agenda
PDI Germany Forum 2024 - Day Two - Wednesday 16th
Registration and coffee
Chairs opening address
![Dohr, Hans Peter PDI GER19 (WP FILTERED) A speaker photo for Hans-Peter Dohr](https://www.peievents.com/en/wp-content/uploads/2018/12/Dohr-Hans-Peter-PDI-GER19-WP-FILTERED.jpg)
Panel: Timing the market for distress, special sits and opportunistic credit
- Is opportunistic credit a misfit in the distressed/special sits bucket? Where does it belong in the credit portfolio and what are the key differentiating factors?
- With rates potentially at their peak, has the perfect moment to invest already come and gone?
- Should we expect to see an increase in distressed deal activity in the year ahead?
- How did distress work in the past and how will the distress cycle work going forward?
- Which sectors are likely to yield opportunities in 2025?
Moderator: Christoph Gort, Managing Partner, SIGLO Capital Advisors AG
LP Keynote Interview
Inside a notable LP’s approach to private debt allocation and views on the asset class as an alternative to equities.
PDI Investment Committee
Investment committee simulation on stage where 3 leading GPs will present investment cases in a unique interactive format. The investment committee will look at ESG was integrated in each case and the audience will vote on the best ESG integration.
Co-Moderators: Dr. Gabriella Kindert, Independent Board Member, Neptune Leasing, a.o. and David Hansen, Head of Private Debt & Infrastructure Equity, LBBW Asset Management
Networking coffee break
Panel: Outlook for legacy private debt portfolios
- What is the attractiveness of legacy portfolios?
- How are portfolios perceiving default risk today?
- What is the resilience of conservatively levered companies in defensive sectors vs increased risks of default
- How are top-tier firms ensuring portfolios are prepared and positioned for a downturn?
- How have investor expectations for yield or credit metrics changed in a more stressed private credit market?
- What’s next for secondary market innovation?
Moderator: Andy Thomson, Senior Editor, Private Debt Investor
Debate: Private debt opportunities in ‘Wine drinking’ countries vs ‘beer drinking’ countries
- How does the opportunity set look like in ‘wine drinking’ countries in contrast to ‘beer drinking’ countries?
- What are the key issues for issuers and investors in the region?
Moderator: Ian Milton, CEO & Founder, Mercia Capital Partners
Closing remarks
![Dohr, Hans Peter PDI GER19 (WP FILTERED) A speaker photo for Hans-Peter Dohr](https://www.peievents.com/en/wp-content/uploads/2018/12/Dohr-Hans-Peter-PDI-GER19-WP-FILTERED.jpg)
Networking Lunch & End of Conference
Meet our thought-leading speakers
Download the agenda to see all the trending topics shaping today’s private debt markets.
For more information on speaking in 2024, please contact Hannah Ogun.
hannah.o@pei.group | +44 203 307 2473
2024 confirmed speakers:
![Bunnenberg, Dr. Philipp PDIG24 CROPPED](https://www.peievents.com/en/wp-content/uploads/2024/05/Bunnenberg-Dr.-Philipp-PDIG24-CROPPED.png)
Dr. Philipp Bunnenberg
Head of Alternative Markets, Bundesverband Alternative Investments e.V. (BAI)
Apply for a complimentary Institutional Investor pass
The PDI Germany Forum provides an unrivalled platform for institutional investors and allocators investing in private debt to gather.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Investors at PDI Germany Forum
The forum is the largest meeting place for institutional and private investors, and other members of the private debt community in the DACH region.
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 mid market, 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
200+
Attendees
75+
Speakers
60+
Institutional Investors
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.
Complimentary investor passes are limited to foundations, endowments, trusts, insurance companies, single family offices, sovereign wealth funds and pension funds who are actively making fund commitments and do not engage in third-party fundraising activities or collect fees for advisory/consulting services.
Apply for a pass and a member of our team will be in touch to confirm your eligibility.
Our leading advisory board in 2024
Interested in speaking at PDI Germany Forum? Please contact Hannah Ogun today.
Unmatched networking only at Germany Forum
Year-on-year attending investors include:
Our networking at a glance
15/10/24
Networking receptions & breaks
16/10/24
PDI Investment Committees
Our attendee breakdown
View key insights from the conference
Post-Event Resources
Day 1: Presentation: Mapping the Lower Mid Market - Dimensions and pitfalls in investment decision-making
By Sven Gralla, Hauck Aufhäuser Lampe Privatbank AG
Join us again in 2024
7- 8 March, 2024
Marina Bay Sans Singapore
Connecting APAC and global private debt markets