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Agenda

 

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10:30
  1. Leaders in Direct Lending Stage
    45 mins
    • Leaders in Direct Lending Stage
    • How have regulatory shifts fundamentally altered lending origination in Europe?
    • Must private credit pursue cov-light structures to differentiate themselves from public lending peers?
    • Do sponsored or non-sponsored deals provide the most attractive opportunity for the middle market?
    • Which sources of capital are proving most attractive to funds seeking to deploy?
14:30
  1. Leaders in ABF Stage
    45 mins
    • Leaders in ABF Stage
    • Engage with the rise of specialty financiers funding select assets, from IP and shipping to insurance-linked structures
    • Following the surge in fleet, shipping and BNPL finance, how large can each of these niches potentially grow?
    • How are lenders assessing non-tangible, IP-based assets?
    • What are the structural and diversification benefits of insurance-linked securitisation products, and how are they gaining traction with institutional allocators?
    • Bespoke SPVs: the case for adding low correlation, diversified insurance exposure to credit portfolios
15:15
  1. Leaders in ABF Stage
    30 mins
    • Leaders in ABF Stage
    • What are the due diligence considerations for long-term digital infra debt - as the rate of technology obsolescence rises and threat of a bubble persists?
    • Can private credit continue to win deals on flexibility and speed, or is digital infra becoming a "price-only" game where credit funds are being squeezed out by lower-cost bank capital?
    • Is there a robust secondary market for "infrastructure-lite" debt?
    • What environmental considerations are lenders requiring from owners given the demand on power resources?
  2. Leaders in Direct Lending Stage
    30 mins
    • Leaders in Direct Lending Stage
    • Engage with the funds driving capital to start-ups and growth companies
    • Does the reticence for lower MM lending by both public and private lenders persist?
    • Will Basel III drive greater opportunities for LMM SMES?
    • How are lenders engaging with and underwriting non-sponsor backed deals?

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Evolution of Credit Partnerships Banks and Credit Funds Shaping the Landscape Panel

 

 

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