Private Debt
Investor
Investor
PDI Europe Summit London 2023
9 - 11 May 2023,
Hilton Tower Bridge, London
The next phase for private credit markets
The PDI Europe Summit is the leading conference to uncover the latest trends impacting Europe’s burgeoning private debt market. With the amount of sophisticated asset allocators turning to private credit strategies continuing to grow, the summit provides the platform to hear about the latest trends, innovations, and solutions to be explored. The summit will examine prominent issues concerning ESG integration into debt capital markets, opportunities for investment and strategies for investors to achieve growth in an uncertain environment.
Join over 300 attendees comprising of funds, institutional and private investors, and other members of the private credit community in Europe for three days of unrivalled networking and content.
What can you expect at the summit?
Event content with value
The summit will explore what lies ahead for private debt in 2023. A deep dive into direct lending, taking temperature on the current state of the market, ESG integration, and disruptors in the space. Also exploring some favoured investment areas with the likes of real estate, infrastructure debt, specialty finance, the role of private debt, investor allocation priorities, fundraising, DEI and ESG considerations, and much more.
Build your private debt network
Private credit has really matured as an asset class over the years and is here to stay. Connect with industry participants and understand exactly how the market is evolving. Network in-person at networking breaks, evening drinks reception, roundtable discussions and invite-only breakfasts. Build lasting relationships and compare best practices with your peers.
Meet key institutional investors
Hear from leading institutional investors allocating to the asset class. With 90+ institutional and private investors in attendance from across Europe and private markets becoming ever more democratized and accessible, the summit will attract a new breed of investor, along with the increasingly sophisticated pension funds and insurers.
2022 in numbers
300+
Attendees
100+
Speakers
70+
Investors
Key event themes
Emerging strategies in private debt for 2023 and beyond
The increasing democratization of the private credit market
Geopolitical considerations for investors in a volatile world
Assessing private debt’s continuing ESG journey
Real estate debt revitalisation
2022 attendees include:
Grow your private debt network
Luca Di Rico
Racing Capital
A must for anyone in the industry
Amin Doulai
King & Spalding
Another excellent summit. An invaluable opportunity to engaged with a wide range of private market participants.
Stephen McKenna
Altum Group
A fantastic event with a great turnout and extremely relevant content.
View agenda page
Agenda
PDI Europe Summit 2023 - Day 1: Direct Lending - Tuesday 9th
08:00 - 08:45
Registration
Plenary
08:45 - 08:50
PDI Europe Summit Welcome Address
08:50 - 09:00
Chairperson’s opening remarks
09:00 - 09:20
Opening keynote
09:20 - 10:05
Opening Panel: What rising rates and inflationary pressures mean for private debt market
Sanjay Mistry,
Greg Racz
- Impact of interest rates, geopolitical tensions and cyclical risks on the balance sheets of portfolios.
- What is the impact of the ongoing volatility on the market now and how is it affecting returns?
10:05 - 10:45
Panel: Which asset classes and sectors to deploy debt capital in once the cycle bottoms out?
Faisal Ramzan ,
Ilya Gertsberg
- What sectors are likely to remain challenging in the current cycle?
- Can you play across strategies in the context of a transitionary economic environment?
Moderator: Faisal Ramzan, Partner, Proskauer
10:45 - 11:15
Networking Break
Plenary
11:15 - 11:30
PDI Data Snapshot
Daniel Humphrey Rodriguez
11:30 - 12:10
LP Views- How emerging players can try to compete
Sebastian Schroff
- Process for selecting private fund managers
- How to stand out in a crowded mid-market
- Is there still a bifurcated market for emerging managers today?
12:10 - 12:50
Investor panel- new strategies emerging among fund managers
Stephen Quinn
- Emerging investment strategies across the direct lending capital structure
- Key factors shaping investment due diligence
- Key drivers behind investor appetite in 2023
12:50 - 13:30
Panel: Pulse on private debt fundraising
Peter J. Olds,
Richard von Gusovius
- How is the current macro environment affecting LP behaviour
- How are LPs approaching a multi-faceted private debt landscape
- What are the novel ways of raising capital in this difficult environment – e.g using secondaries or balance sheet assets.
Moderator: Peter J. Olds, Partner, Proskauer
13:30 - 14:30
Networking Lunch
ESG & Impact Investing
14:30 - 15:05
Different flavours of sustainable investing in private debt
Sarah Miller
- How are investors tapping into the Climate Tech opportunity
- Challenges and outlook for thematic investments
- Where should investors spend more time, in terms of sectors that have positive climate impact?
- How to identify a real strategy vs greenwashing?
15:05 - 15:40
Managing global sustainability regulation
Sabrina Fox
- Dealing with data demand- How are lenders rising to the challenge around ESG disclosure and data availability in private assets?
- SFDR- Is it fit for purpose for private funds? How does EU, UK and US regulation compare?
- Sustainability regulation vs labels- how to spot the difference?
15:40 - 16:15
How to add value to investments through a sustainability lens as a Debt Provider
Kristina Matthews
- How to be a more sustainable investor when involved in private markets?
- How can lenders ensure real impact rather than ‘green washing’?
- The rise of green and sustainability link loans
- What are managers doing to create value in their portfolios?
Kristina Matthews
Managing Director, Head of Investor Relations and ESG, Brightwood Capital Advisors
Read bio
Corporate credit & Portfolio Impact
14:30 - 15:05
Portfolio performance and monitoring
- What have the challenges been for portfolio companies given macro headwinds?
- Which strategies have performed best and why?
- Is diversification key in a recessionary environment?
- Opportunities from the crisis- what does it mean for portfolio construction, credit markets and emerging strategies
15:05 - 15:40
Evaluating corporate credit risks in Emerging markets
- How private credit strategies in emerging and transition economies differ from their counterparts in North America and Western Europe
- What’s in store for EM private credit in the years ahead and how may the opportunity evolve?
- How do you mitigate political and regulatory risk?
15:40 - 16:15
Democratisation of debt markets
Jason Proctor
- How demand from high-net-worth individuals and retail investors is driving the democratisation of the asset class.
- The role of technology driving change and enabling access
- What are the regulatory hurdles?
16:15 - 16:40
Afternoon Networking Break
Plenary
16:40 - 17:20
D&I Debate - The road ahead for Diversity and Inclusion in Private credit
- How are managers factoring gender diversity requirements into financing solutions?
- How are LPs pushing the diversity agenda?
- What does the latest data say about women and ethnic minorities in private debt funds?
17:20 - 18:00
Audience roundtables with drinks
- Private debt in DC pensions
- Crypto and blockchain lending
- Unlocking value in Special sits and Opportunistic credit
- Update on CLOs
- Finding value in the lower mid-market
- Artificial intelligence in private debt
- The space for sponsorless
- Impact of “amend and extend” on the market
18:00 - 19:00
Networking reception
Agenda
PDI Europe Summit 2023 - Day 2: Alternative credit strategies (Real Assets, Specialty finance and working capital solutions) - Wednesday 10th
08:00 - 09:15
Invite only LP networking breakfast
08:00 - 09:15
Registration
Plenary
09:15 - 09:20
Chairperson’s Welcome Address
09:20 - 09:50
Keynote Interview: The ingredients for success in private credit
09:50 - 10:35
Macro panel: The changing face of real estate, infrastructure & real assets
Ben Levenstein,
Mikaël Limpalaër,
Prasun Mathur
- How are investors approaching the blurring divide between real estate and infrastructure as the asset classes converge?
- How are emerging niche asset types changing how investors view the sector?
- Is the macro environment pushing investors to diversify their allocation into private infrastructure and real estate credit which has a lower correlation and different cycle?
- What do LPs expect from the different asset classes?
10:35 - 11:05
Networking Break
Plenary
11:05 - 11:20
PDI Data Snapshot
11:20 - 12:05
Real Assets panel - why real assets are becoming more important to institutional investors
Jennifer Hartviksen
- Identifying investment opportunities in real asset debt.
- What relative value does the private real estate debt market offer compared with other areas of corporate credit investing?
- How are managers navigating regulatory frameworks and pressures?
Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Read bio
12:05 - 13:10
PDI Investment Committee
Dr. Gabriella Kindert
Our PDI Investment Committee takes a look at three ESG investment case studies from leading GPs in this unique interactive format.
13:10 - 14:10
Networking lunch
Infrastructure & Real Estate Debt
14:10 - 14:45
The Infrastructure debt opportunity
Tim Floyd
- How are lenders becoming more creative in the financing structures offered.
- How has the rise of junior debt strategies shaped the market?
- What are the key considerations in constructing an infra portfolio and what are the potential risks currently on your radar with this asset class?
14:45 - 15:20
Where next for Real estate private debt
George Moros,
Alexander Schmitt
- How to identify the best assets and sources of alpha
- What type of strategies are different European LPs demanding?
- Which loan structures and strategies are performing best in the current market?
15:20 - 16:00
Examining infrastructure valuations
- How are asset valuations reflecting investor interest?
- How are buyers justifying paying similar prices they paid in a lower interest rate environment?
- How are the changing demographic trends incorporated into asset valuations?
Specialty Finance
14:10 - 14:45
ABL panel: How it’s evolving and opportunities for the future
You-Ha Hyun,
James Ruane
14:45 - 15:20
Accessing opportunities in Trade Finance-short duration
- Risks and rewards of the asset class
- Democratising trade finance access to drive sustainable development
15:20 - 16:00
Country Champions- the role of specialist funds in the low mid-market
- How is the lower mid-market responding to a more challenging macro-economic environment
- Which geographies are most appealing across Europe?
- What’s attracting LPs to join with specialised funds?
16:00 - 16:30
Afternoon Networking Break
Plenary
16:30 - 17:00
LP Fireside chat: Finding value amidst market dislocation
Tom Sumpster
Investor insight into how they are capitalising on dislocations and where they seeing opportunities.
17:00 - 18:00
Audience roundtables with drinks
- Real estate outlook for private debt investors
- Litigation finance
- Green and digital assets
- Investing in net zero infrastructure
- Growth finance and venture debt
18:00 - 19:00
Networking reception
Agenda
PDI Europe Summit 2023 - Day 3: Restructuring and Secondaries - Thursday 11th
Plenary
08:55 - 09:00
Chairperson’s Welcome Address
09:00 - 09:25
Economist Keynote
Economic outlook considering UK austerity; withdrawal of government liquidity and what this means for credit markets.
09:25 - 10:10
Panel: Distressed debt and special sits in a developing recessionary environment
- Are we getting into a more distressed/special sits cycle?
- Identifying compelling investment opportunities in distressed and special situations
- How is the market cycle developing and how big is the distressed opportunity likely to be?
- Where are investors deploying opportunistic capital?
- Which markets are very defensively positioned?
10:10 - 10:50
Panel: How will direct lending fund managers act in the downturn
- Opportunities from the crisis- what does it mean for portfolio construction, credit markets and emerging strategies?
- How is this cycle different from 2008?
- What happens when direct lenders take over the keys?
10:50 - 11:20
Morning Networking Break
Plenary
11:20 - 11:35
PDI Data Snapshot
11:35 - 12:15
Panel: Tapping into credit secondaries
Rakesh (Rick) Jain,
Orla (Maria) Walsh
12:15 - 12:30
Presentation: Pricing and valuations in challenging markets
12:30 - 13:15
Panel: Refinancings in a higher rates environment and the role of private debt in bridging funding gaps
- How can patient capital play a role in the current environment?
- How will interest rates impact returns?
- Should investors be cautious entering the market?
13:15 - 13:20
Closing remarks
13:20 - 13:20
Networking Lunch & End of Conference
For more information on the agenda, please contact Hannah Ogun.
hannah.o@peimedia.com | +44 (0) 20 3994 7961
Network at the leading private debt event in Europe
Join the market-leading event and meet with 100+ active investors at this pivotal time for the private debt industry. Connect with institutional investors, fund managers, as well as the wider private debt community for two days of learning and networking.
The in-person networking experience
Gain access to a global community
As the flagship private debt event in Europe, the summit will attract investors and funds from across the world. Make sure you’re there to meet with leading global figures.
Meet in person, in London
We are once again back in London to offer unparalleled in-person networking opportunities. Supported by a digital event app, you’ll be able to arrange meetings and build relationships face to face.
More institutional and private investors than ever
Meet private and public pension funds; insurance firms, and a growing number of family offices and other private investors that are allocating towards private debt strategies in Europe.
2022 attendees included
Connect with active investors in debt strategies
Pre-Event Resources
Marco Busca
Head of Private Debt Fund of Funds, Generali Investments Partners SGR
Responsible for the management of GIP SGR’s Private Debt Fund-of-Funds, Marco is in charge of the selection, implementation and monitoring of investments in Private Debt funds managed by global asset management companies. He is also advisor of severa… Read full bio
Mustafa Dincer
Founder, MD Advisors
Mustafa is founder and partner of MD Advisors, a London-based independent debt advisory and restructuring platform providing high value-added, strategic and confidential advice in growth financings, LBO’s, special situations and distressed transactio… Read full bio
Nicolas Ferretjans
Founding Partner, InPact Partners
Nicolas Ferretjans is a Founding Partner of InPact Partners, a trusted advisor of a community of large and international asset owners (Pension Funds, Insurances, Family Offices, Foundations & Endowments) combining more than $1.5 trillion of aggre… Read full bio
Tim Floyd
Executive Director, Westbourne Capital
Tim Floyd is Executive Director and head of the London office at Westbourne Capital, an independent investment manager focused exclusively on the infrastructure debt asset. Since joining Westbourne in 2013, Tim has expanded the firm’s investment foot… Read full bio
Sabrina Fox
Chief Executive Officer, European Leveraged Finance Association (ELFA)
Sabrina is the Chief Executive Officer for the European Leveraged Finance Association, an investor-only trade association comprised of European leveraged finance investors from over 60 institutional fixed income managers, including investment advisor… Read full bio
Ilya Gertsberg
Managing Director and CIO, Apolis S.A.M.
Ilya Gertsberg is Managing Director and Chief Investment Officer at Apolis S.A.M. Based in Monaco, Apolis is a single family office whose main focus is private credit. Ilya was previously Director at Millennium Group AG (a family office with over $10… Read full bio
Chandra Gopinathan
Senior Investment Manager - Sustainable Ownership, Railpen
Chandra Gopinathan leads the Climate workstream at Railpen and is responsible for climate strategy, integration of risk management across Railpen’s portfolios and investment in climate and natural capital opportunities and solutions. Chandra has two… Read full bio
Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Jennifer Hartviksen joined IMCO in 2020 and is responsible for the global credit asset class, a globally diversified portfolio of public and private credit assets across the risk spectrum. Previously, Jennifer spent over six years at Invesco Ltd wher… Read full bio
You-Ha Hyun
Principal, Perpetual Investors
You-Ha Hyun leads the private debt program at Perpetual Investors GmbH, a German based professional single family office. In this role, he is mainly responsible for managing the private debt portfolio and focuses on manager selection across the broad… Read full bio
Rakesh (Rick) Jain
Partner, Pantheon
Rakesh (Rick) is a Partner and Global Head of Private Debt. Prior to joining Pantheon, Rick was a Managing Director and an Investment Committee Member at Star Mountain Capital, a middle-market private credit manager, where he led the direct investmen… Read full bio
Dr. Gabriella Kindert
Independent Board Member, Neptune Leasing, a.o.
Dr. Gabriella Kindert is a senior banking and investment professional specialising in Alternative Credit and Private markets. She gained over 20 years of international experience in managing investment portfolios over the cycle for leading institutio… Read full bio
Matthias Kirchgaessner
Managing Partner, PLEXUS Research GmbH
Matthias Kirchgaessner has been Managing Partner of PLEXUS Research GmbH since 2021. He specializes in alternative investments such as hedge funds and private debt. He dedicates his work to research balanced risk-adjusted returns. Clients appreciate… Read full bio
Ben Levenstein
Head of Private Credit & Alternative Income, Universities Superannuation Scheme (USS)
Ben is responsible for Private Credit in the Private Markets Group (‘PMG’) at USS Investment Management. The Private Credit business invests across the risk spectrum, both directly and through fiduciary managers. Ben oversees strategy, sourcing, unde… Read full bio
Mikaël Limpalaër
Senior Investment Director, Direct Private Credit (London), AustralianSuper
Mikaël has over 18 years of experience in structured finance (across asset classes and European jurisdictions). Prior to joining AustralianSuper London office in Jan 2020, he held a series of senior positions in real estate and structured finance at… Read full bio
Prasun Mathur
Head of Private Assets, Aviva UK Life
Prasun joined Aviva in October 2016 where he is responsible for investing in private assets and delivering associated P&L for Aviva UK. Currently, he focuses on investing optimally across a variety of fixed income asset classes. This involves mar… Read full bio
Kristina Matthews
Managing Director, Head of Investor Relations and ESG, Brightwood Capital Advisors
Kristina Matthews is a Managing Director at Brightwood Capital Advisors where she primarily focuses on business development and fundraising strategy. Her engagement commenced in February 2014 in a Consulting role which led to Ms. Matthews joining Bri… Read full bio
Sarah Miller
Senior Vice President, Manager Research, Rdington
Sarah works as a Senior Vice President in the Manager Research Team where she has a primary focus on private market strategies and specialises in impact investing. Sarah also leads on Inclusion and Diversity within fund research as well as chairing R… Read full bio
Sanjay Mistry
Head of Alternative Credit, Pension Protection Fund
Sanjay Mistry is the Head of Alternative Credit and interim Head of Alternatives. As a senior portfolio manager with 25 years investment experience, he is responsible for setting the strategy and all investments within a portfolio, spanning all sub-i… Read full bio
George Moros
Executive Director, Wimmer Financial
George is an Executive Director with a specialty in real estate. George is part of the deal origination and capital raising teams for real estate development projects across asset classes and regions. George studied Economics and has prior real estat… Read full bio
Peter J. Olds
Partner, Private Investment Funds, Proskauer
Peter Olds is a partner in Proskauer’s Private Funds Group. He specializes in advising on the establishment of private funds globally and also acts for a number of large private fund investors, across the full range of alternative asset classes inclu… Read full bio
Matthew Potter
Head of Private Credit, Pollen Capital
Matthew is a partner of Pollen Street and member of the Investment Committee. He is focussed on senior secured finance to innovative and impactful businesses and equity investments across financial and business services. Mathew has current responsibi… Read full bio
Jason Proctor
Managing Director, Truffle Private Markets
Jason is Managing Director of Truffle and a member of the Firm’s Investment Committee. Jason has spent his career selecting and investing in a range of private markets funds on behalf of some of the world’s largest and most sophisticated institutiona… Read full bio
Stephen Quinn
Co-Head of Credit, 17Capital
Stephen is Co-Head of 17Capital’s credit offering and a member of the Investment Committee at 17Capital, the go-to global source of strategic finance for investors in private equity. Stephen joined the firm in 2019 from Lloyds Banking Group, where he… Read full bio
Greg Racz
President, MGG Investment Group
Prior to co-founding MGG, Mr. Racz was President of Hutchin Hill, a multi-billion multi-strategy hedge fund. Previously, Mr. Racz co-founded Octavian Advisors, LP, a $1.4 billion multi-strategy fund and was a corporate attorney at Wachtell, Lipton, R… Read full bio
Faisal Ramzan
Partner, Proskauer
Faisal's practice focuses on complex cross-border and domestic finance transactions and credit arrangements, particularly those financings that involve private sources of capital. He structures and negotiates a wide range of financing facilities such… Read full bio
Daniel Humphrey Rodriguez
Head of Private Markets Research, PDI
Daniel Humphrey Rodriguez is PDI’s Head of Private Markets Research. Based in London, he is responsible for leading PDI’s research and analysis of private market GPs globally. He is also responsible for a number of leading market rankings and reports… Read full bio
James Ruane
Managing Director, Capital Solutions, International, CDPQ
James Ruane has been Managing Director, Capital Solutions, International since January 2022. Based in the London office, he develops the international strategy for the Capital Solutions team in Europe, Asia and South America. He is also responsible f… Read full bio
Alexander Schmitt
Senior Portfolio Manager – Global Private Debt, Allianz Global Investors
Alex is a senior portfolio manager for global private debt with a focus on infrastructure and real estate debt at Allianz Global Investors. Prior to joining Allianz Global Investors in 2021, Alex was part of Allianz Investment Management’s Private De… Read full bio
Sebastian Schroff
Head of Global Multi-Manager Private Debt, Allianz Global Investors GmbH
Sebastian is the Lead Portfolio Manager for Global Private Debt at Allianz Global Investors. Previously, he was responsible for the Private Debt Portfolio of Allianz Group and the Alternative Investment Portfolio of the Germany Life & Health port… Read full bio
Nick Smith
Managing Director, Private Credit, Alternative Credit Council, AIMA
Nick Smith joined AIMA in February 2017 and is the Managing Director, Private Credit for AIMA’s private credit affiliate, the Alternative Credit Council (ACC). His role focuses on public policy and regulatory issues affecting private credit managers… Read full bio
Tom Sumpster
Head of Private Markets, Phoenix Asset Management, Phoenix Group plc
Tom is currently the Head of Private Markets for Phoenix Group, the UK’s largest long-term savings and retirement provider with over £330bn of Assets under Administration, on behalf of over 14 million policyholders. In his current role, Tom is a memb… Read full bio
Richard von Gusovius
Partner, Campbell Lutyens
Richard joined Campbell Lutyens in 2006. He is the Co-Head of Global Private Debt and is also Head of Sales for Europe, the Middle East and APAC, and a member of the Executive Committee. Richard joined Campbell Lutyens’ secondary practice before taki… Read full bio
Orla (Maria) Walsh
Managing Director, European Private Debt, StepStone Group
Ms. Walsh is a member of the European private debt team and focuses on illiquid credit investments, across SMA’s, primary funds, secondary GP/ LP transactions, as well as European co-investments. Prior to StepStone, Ms. Walsh was an Associate within… Read full bio
Lulu Wang
Portfolio Strategist – Global Private Markets' Solutions, abrdn
Dr. Lulu Wang leads the Research and Strategy function of the Global Private Markets Fund (GPMF) and Aberdeen Diversified Income and estate, infrastructure and natural resources Growth Fund in abrdn. Her focus is on the analysis of fundamental driver… Read full bio
Adam Wheeler
Co-Head of Global Private Finance, Barings
Adam Wheeler is Co-Head of Barings’ Global Private Finance Group and a member of the firm’s North American, European and Asia-Pacific Private Finance Investment Committees. He is responsible for leading a team that originates, underwrites and manages… Read full bio
For more information on speaking at the PDI Europe Summit, please contact Hannah Ogun.
hannah.o@peimedia.com | +44 (0) 20 3994 7961
Increase 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@peimedia.com | +44 20 7566 5464
Apply for a complimentary Institutional Investor pass
The PDI Europe Summit provides an unrivalled platform for institutional investors and allocators investing in private debt to gather.
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.
Investors at PDI Europe 2023
The forum is the largest meeting place for institutional and private investors, and other members of the private debt community in Europe.
Check out the benefits of joining the conference and who among your peers you will be joining. Apply for a complimentary pass for your 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 real estate, 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
300+
Attendees
75+
Speakers
100+
Institutional Investors
5+
Networking hours
Previous investors that have Attended include
Network with private debt's most active 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.
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.