Agenda

• How the biggest funds are selecting niche ABF strategies to specialise?
• What strategies will see growth over the coming years between consumer-related and hard assets?
• How can smaller funds define themselves away from the megas.
• Engage on how funds are approaching origination within an increasingly competitive market

Despite tighter spreads, market competition continues to grow - why Europe has become the preferred market for many lenders?

• Which strategies fit Europe's diverse and complex regional markets?
• Can the UK carve out a unique identity away from the US and Europe?
• What challenges must the UK and EU markets still overcome to take market share from global peers?

• Delivering relative risk-reward value to constrained investors
• The benefits of broad portfolio structural diversification
• Which investor types are in need of exits and liquidity? And how best to capitalise on demand?

• 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?

• Defining the new normal of what core to upper market means in the European market - and how the shifts in ticket size are affecting competition.
• Are private capital club-deals beginning to realistically compete with the BSL market?
• How relationships, reputation, scale and cost of capital are central to sourcing dealflow.
• What valuations and pricing could be expected on mega deals?

• Which areas of infrastructure will see increased demand over the coming decade?
• What are the core considerations for public-private partnerships in infrastructure development?
• Why European commercial and residential Real Estate remains a bountiful asset class
• What policy changes could materially impact the mortgage lending landscape?

• 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

• What’s pushing European LPs toward evergreen and semi-liquid vehicles (denominator effect, J-curve, governance simplicity)?
• Which LP types are leading adoption (insurance, private banks, wealth, pensions)?
• Why all Evergreen structures are not created equal?

• 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?

• 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?

• Engage with how investors are challenging their private credit partners on their risk-reward approaches
• Which strategies are finding increased attention as a diversification play? And the reasons behind the shift of preferences from Direct Lending to Secondaries?
• Is there space for ESG to continue to exist for institutional allocators investment decisions?
• What are LP considerations for the differentiation of origination capabilities between large, medium and small cap funds?

• Better understand how private credit can compete with the traditional banking sector as M&A impetus renews?
• Which state markets hold the greatest opportunity set across the EU?
• What do European HQ'd corporations need to find comfort in private debt products?
• What does the future hold for European private credit and ABF opportunities?