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Agenda Overview

Day 1: Wednesday, December 7, 2016

8:15AM Registration and coffee
9:00AM Chairperson’s opening remarks
Nigel Houghton, Director, Loan Markets Association
9:15AM How are investment strategies evolving across different funds to stay competitive? What niche financing structures are we going to see next?
  • Has an increase in competition in the market led to a decline in quality of credit?
  • Are we going to see an increase in sponsorless transactions?
  • Increasing size of alternative investment funds: Is bigger necessarily better?
  • What strategies are more suitable for cautious investors?
Rupert Taylor, Founder & Ceo, AltFi
Thomas Duetoft, Pemberton Asset Management
Tara Moore, Managing Director, Guggenheim Partners
Ben Harrild, Head of UK, Private Debt, Blue Bay Asset Management
Tom Newberry, Head of Private Debt Funds, CVC Credit Partners
Michael Dennis, Partner, Ares Private Debt Management
10:15AM Morning coffee and networking break
11:00AM Does Brexit provide an opportunity for direct lenders to diversify as banks move to higher quality credits?
  • Passporting, ELTIFs, AIFMD: What is expected to happen in 2017?
  • Are we going to see a British structure evolve to rival Luxembourg and Ireland?
  • Implications for cross border funds: How important is an exposure across Europe?
William Normand, Partner, Travers Smith
Louis Gargour, CIO & Managing Partner, LNG Capital
Nicole Waibel, Managing Director, Crescent Credit Europe
11:45AM When will banks return to lending to the mid-market space?
  • Assessing bank appetite for mid-market lending across different sectors
  • To what extent are banks and debt funds working together?
  • What niche financing products are banks rolling out? How do these fit into alternative investment strategies for investors?
Richard Roach, Head Of The Mid-Market Leveraged Finance, RBS
Stuart Mills, Head Of Origination Mid-Market Leveraged Finance, HSBC
Luis Miguel Navalon, Global Head Of Syndicate, Sales And Trading, Santander
Owen Verrier-Jones, Head Of Sponsor Coverage And Origination, SMBC
12:30PM Lunch
1:45PM Institutional investment in infrastructure: What needs to happen to increase investment in infrastructure projects?
  • Why haven’t we seen the predicted amount of capital flow into infrastructure projects?
  • What types of infrastructure projects are most attractive to pension funds? Are we going to see more infrastructure investments?
  • What is the ideal deal structure for an infrastructure investment?
James Wilson, Senior Managing Director and CEO, Macquarie Funds Group
Tim Cable, Investment Director, Infrastructure Debt, Hastings Funds Management
Allen Twyning, Head of Debt Origination, Pension Insurance Corporation
Eilidh Mactaggart, Managing Director And Head Of European Infrastructure And Project Finance, Metlife Private Capital Investors
David Cooper, Executive Director, IFM Investors
2:30PM What factors have contributed towards corporates choosing direct lending over other forms of finance?
  • What alternative forms of finance are corporates considering for mid-market financing going forward?
  • Do corporates think alternative lenders still need more support from specialist teams to be considered an asset class in itself?
  • Sponsored vs unsponsored deals: what do corporates prefer?
Adrian Edelmann, Structuring and Executive Management, Vicenda Asset Management
François Lacoste, Partner, Private Debt, IdInvest Partners
Tim Metzgen, Managing Director, Marlborough Partners
3:15PM Afternoon refreshments and networking break
3:45PM How is the industry going to cope with a scenario of widespread defaults?
  • Where are we in the credit cycle?
  • How are restructurings going to be managed in the event of a downturn?
  • What safeguards have been put in place? Does it all come down to industry experience of teams?
Malek Ghali, Vice-President, MV Credit
Duncan Sankey, Head of Credit Research, Cheyne Capital Management
Thierry de Vergnes, Managing Director Special Projects, Active Investment Strategies, Lyxor Asset Management
Thomas Kyriakoudis, Chief Investment Officer, Permira Debt Management
4:30PM Assessing the scope for investing and alternative lending in emerging markets in the search for yield
  • What are the challenges (and opportunities) for alternative lending in emerging markets? Can direct lenders complete with local banks?
  • How do emerging markets currently fit into diversification strategies for funds and alternative lenders? What is the effect of emerging market volatility?
  • Are we going to see an increase in European funds investing in emerging markets for higher returns?
  • Where is the search for yield taking funds and alternative lenders? What sectors and regions are most promising?
Kevin-Paul Deveau, Senior Associate, Dechert LLP
Thomas Spring, Partner, Syntaxis Capital
Mihai Florian, Partner Credit, Helios Investment Partners
Greg Saichin, Managing Director Cio Global Emerging Markets Fixed Income, Allianz Global Investors
5:15PM Chairperson’s closing remarks followed by drinks reception

Day 2: Thursday, 8th December: Thursday, December 8, 2016

8:30AM Morning coffee
9:15AM Chairperson's opening remarks
9:30AM Banks vs alternative funds: How have the dynamics shifted for private equity sponsors over 2016?
  • How do sponsors view the increasing size of funds across Europe?
  • Why have sponsors been favouring unitranche over senior secured? How are funds being deployed?
  • Do sponsors prefer to work with big funds or a variety of smaller ones?
David Parker, Partner, Marlborough Partners Limited
10:15AM What are the returns expectations of investors in this current climate?
  • Where are funds being deployed? Do investors want exposure across Europe?
  • What types of funds are most attractive to investors? What kind of relationships do they expect with managers?
  • What returns are acceptable for long term investments?
Renaud Tourmente, Co-Head Of Loans & Private Debt Structured Finance, AXA Investment Managers
Karim Flitti, Partner, Ceo, Credit Capital Partners
Oliver Fochler, Ceo, Stone Mountain Capital
James Newsome, Managing Partner, Arbour Partners
11:00AM Assessing the future real estate investment in Europe: Is commercial real estate still a viable long term investment for funds?
  • How are fund managers responding to the post-Brexit uncertainty in the real estate world?
  • Are we going to see more exposure across Europe? What locations seem most promising for acceptable returns?
  • Analysing the increasing role of marketplace lenders in facilitating institutional investment in real estate
Anthony Shayle, MD, Head of Real Estate Debt EMEA, Real Estate & Private Markets, UBS Asset Management
Christian Faes, Ceo & Co-Founder, LendInvest
Kirk Adamson, Principal, Blackstone
Matt Pritchard, Head Of European Debt Operations, Aalto Invest
11:45AM Refreshments and networking break
12:15PM Are SMEs going to be the next big focus for non-bank lenders?
  • Analysing the competition from marketplace lenders across SME lending
  • What types of investors are looking to lend to SMEs? Is an increase in level of competition in the mid-market going to attract bigger funds to SMEs?
  • What are the best models for origination for SME lending?
Marc Bajer, Chairman and Founder, Hadrian’s Wall Capital
Nick Fenn, Managing Partner, Beechbrook Capital
Nabil Marc Abdul-Massih, CEO, INOKS Capital
12:45PM Is demand for Euro Private Placements still on the rise?
  • How did Euro Private Placement fare when compared to Schuldschien and USPP in 2016?
  • Assessing the role of post-Brexit Britain in the private placement market and the impact on a pan-European market
  • Have LMA templates encouraged a higher number of private placement deals?
Floriano Ascensao, Head of the European Credit Private Placement Group, Crédit Agricole CIB
Christian Wolff, Director Corporate Finance, Helaba
1:30PM Close of conference followed by lunch