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09:05
-
Leaders in ABF Stage40 mins
10:30
-
Leaders in Direct Lending Stage45 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?
11:45
-
Leaders in Direct Lending Stage45 mins
- Leaders in Direct Lending Stage
12:30
-
30 mins
14:30
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Leaders in ABF Stage45 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
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Leaders in ABF Stage30 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?
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Leaders in Direct Lending Stage30 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?




