
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.
Meet and network with over 300 attendees comprising 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?
Meet key institutional investors
Network with 100+ institutional and private investors in attendance from across Europe including the biggest pension funds and insurers.
Event content with value
A deep dive into direct lending, taking temperature on the current state of the market, ESG integration, and disruptors in the space with a focus on real asset debt, specialty finance, and much more.
Build your private debt network
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.
2023 Confirmed attendees include:
Grow your private debt network
Meet our Keynote
Abbas Owainati
Macro Strategist
BT Pension Scheme Management
Hear from c.80bn British retirement plan, BT Pension Scheme Management, to share on the economic outlook formulating the dynamic asset allocations.
Keynote Interview: The ingredients for success in private credit
Lulu Wang
Portfolio Strategist, Private Markets Solutions
Abrdn
Understand key drivers for private markets with portfolio strategist Lulu Wang at Abrdn on how to navigate the current risk landscape. Join Private Debt Investor‘s exclusive live interview with Lulu on how to successfully invest in private credit in the current climate.
2023 Speakers:

Key event themes include:
- 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
2023 in numbers
300+
Attendees
100+
Speakers
100+
Investors
What our delegates say?
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.
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.
For more information on the agenda, please contact Hannah Ogun.
hannah.o@peimedia.com | +44 (0) 20 3994 7961
Agenda
Day 1- Direct Lending - Tuesday 9th
Registration & Welcome Coffee
PDI Europe Summit Welcome Address
Chairperson’s opening remarks

Opening Panel: What rising rates and inflationary pressures mean for private debt market
- 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?
Moderator: Penny Cochrane, Senior Investment Research Consultant, Hymans Robertson






Panel: Which asset classes and sectors to deploy debt capital in once the cycle bottoms out
- What sectors are likely to remain challenging in the current cycle?
- Can you play across strategies in the context of a transitionary economic environment? Junior vs. senior debt.
Moderator: Faisal Ramzan, Partner, Proskauer





Shaun Mullin
Managing Director, European Private Credit, Morgan Stanley Investment Management
Read bio
Networking Coffee Break
LP Views- How emerging players can try to compete
- Process for selecting private fund managers
- Are LPs still allocating to new debt funds or are new commitments on hold?
- How to stand out in a crowded mid-market
- Is there still a bifurcated market for emerging managers today?
Moderator: Rebecca Davis, Senior Investment Director, Cambridge Associates




Deep dive: New strategies emerging among fund managers
- Emerging investment strategies across the direct lending capital structure
- Key factors shaping investment due diligence and drivers behind investor appetite in 2023
- Investor viewpoint on best opportunities to target yield
- What are the current drivers for NAV financing?
Moderator: Karan Chopra, Partner, Paul Hastings






PDI Data Snapshot

Panel: Fundraising in an everchanging market environment
- How is the current macro environment affecting LP behaviour and how are they approaching a multi-faceted private debt landscape
- What is the opportunity set that the capital is being raised for?
- Where are GPs currently seeing opportunity in the market?
- How are Private Debt GPs differentiating themselves as solution providers for LPs?
Moderator: Peter J. Olds, Partner, Proskauer
Networking Lunch
Different flavours of sustainable investing in private debt
- 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?
Moderator: Dominic Webb, Reporter, Reponsible Investor
Managing global sustainability regulation
- 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?
Moderator: Elza Holmstedt Pell, Deputy Editor, Responsible Investor
How to create value in debt investing by adding sustainable characteristics
- 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?
Moderator: Charlotte Moore, Independent
Portfolio performance and monitoring
- What have the challenges been for portfolio companies given macro headwinds?
- Which strategies have performed best and why?
- How is the growing digitalizaltion of portofolio administration and management helping to provide greater transparency during periods of economic uncertainty?
- Opportunities from the crisis- what does it mean for portfolio construction, credit markets and emerging strategies
Moderator: Nick Smith, Managing Director, Private Credit, Alternative Credit Council




Jocelyn Lewis
Executive Director, Private Debt Strategy, Financial Services, S&P Global Market Intelligence
Read bio
Evaluating corporate credit risks in Emerging markets
- Do credit strategies in emerging and transition economies differ from their counterparts in North America and Western Europe? if so, how?
- What are investors’ key concerns when it comes to investing EM?
- What are some of the techniques to mitigate EM credit risks as well as political and regulatory risk?
- What are some of the trends in private credit in EM?
Moderator: Jiří Krόl, Deputy CEO, Global Head of Government Affairs and Global Head, Alternative Credit Council

Jiří Król
Global Head, Alternative Credit Council, Alternative Investment Management Association
Read bio



Democratisation of debt markets
- 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?
Moderator: John Bakie, News Editor, Private Debt Investor





Afternoon Networking Break
DEI Debate- The road ahead for Diversity, Equity and Inclusion
- How are managers factoring gender diversity requirements into financing solutions?
- How are LPs pushing the diversity agenda? Impact and transition
- Will DE&I follow the ESG trajectory in its prioritisation for investors?
- The importance of obtaining meaningful diversity data, and the difficulties involved in doing so
Moderator: Obinna Onyeagoro, Consultant, Egon Zehnder


Bonnie Frank
Managing Director and Head of Private Investment and Enterprise Risk, Public Sector Pension Investment Board
Read bio

Audience roundtables
- The re-emergence of junior capital facilitated by Carolyn Hastings, Partner, Bain Capital Credit
- Unlocking value in Special sits and Opportunistic credit facilitated by Daniel Leger, President, MGG Investment Group
- Why should CLOs be part of a Private Credit allocation facilitated by Matthew Layton, Partner, Pearl Diver Capital
- Finding value in the lower mid-market facilitated by Ross Morrow, Co-Founder & Executive Director, DunPort Capital Management
- The space for sponsorless facilitated by David Merriman, Head of European Private Debt, Beechbrook Capital
- Senior First Lien vs Unitranche facilitated by Johan Hultner, Managing Partner, Arcos Capital






End of Day 1
Agenda
Day 2: Alternative credit strategies (Real Assets, Specialty finance and working capital solutions) - Wednesday 10th
LP networking breakfast (by invitation only)
Registration & Welcome Coffee
Chairperson’s Welcome Address

Keynote Interview: The ingredients for success in private credit
Macro panel: The changing face of real estate, infrastructure & real assets
- 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?
Moderator: Anish Butani, Senior Associate, Private Markets, bfinance
Networking Break
PDI Data Snapshot
Wassyl Abdessemed, Senior Research Manager, PEI Group

Real Assets panel - why real assets are becoming more important to institutional investors
- 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?
Moderator: Matias Sottile, Managing Director, Ayres Partners




Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)
Read bio
PDI Investment Committee
Our PDI Investment Committee takes a look at three investment case studies from leading GPs in this unique interactive format.
Co-Moderators: Dr. Gabrielle Kindert, Independant Board Member, Neptune Leasing, a.o and Matthias Kirchgaessner, Managing Partner, Plexus Research





Networking lunch
The Infrastructure debt opportunity
- 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?
Moderator: Christopher Quayle, Managing Director, DC Advisory
Where's next for Real estate private debt
- 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?
Moderator: Paul Buckley, Managing Partner and CEO, FirstAvenue





The role of private debt in sustainable infra and real estate
- Is there a lack of sustainable real assets to invest in?
- What is the best way to increase institutional involvement in the asset classes?
- How are debt investors navigating ESG developments?
Moderator: Charlotte Moore, Independent


Thomas Foucoin
Senior Debt Origination Manager - Infrastructure, Pension Insurance Corporation (“PIC”)
Read bio

ABL panel: How it’s evolving and opportunities for the future
- Is it suitable for periods of volatility?
- What are the advantages in todays economic conditions?
- How does it compare to other financing products?
Moderator: John Bakie, News Editor, Private Debt





Accessing opportunities in Trade Finance-short duration
- Structuring and managing short trades
- Risks and rewards of the asset class
- Democratising trade finance access to drive sustainable development
Moderator: Dr. Gabriella Kindert, Independent Board Member, Neptune Leasing, a.o
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?
Moderator: Johnnie Barnett, Director, The New Amsterdam Group
Afternoon Networking Break
LP Fireside chat: Finding value amidst market dislocation
Investor insight into how they are capitalising on dislocations and where they seeing opportunities.
Moderator: Andy Thomson, Senior Editor, Private Debt Investor
Audience roundtables with Drinks
- A unique opportunity in Real Estate Lending: how scarcity and non-competition are providing uncorrelated returns on a consistent basis’ by Alex Bové Díez, Managing Partner, Paulson Asset Management
- Credit rating private debt deals facilitated by Matthew Jones, Head of Specialise Finance, S&P Global Market Intelligence
- Niche and specialty finance
- Investing in net zero infrastructure facilitated by Ben Colling, Director, Portfolio Management and ESG, Maslow Capital
- Growth finance and venture debt facilitated by Aris Constantinides, General Partner, Kreos Capital
- Risks and Rewards in litigation finance
Networking Drinks Reception
End of Day 2
Agenda
Day 3: Restructuring and Secondaries - Thursday 11th
Registration & Welcome Coffee
Chairperson’s Welcome Address
Dalit Nuttall, Principal, West Valley Capital

Economist Keynote
Economic outlook considering what is happening in the global economy; challenges and opportunities and what this means for risk assets ahead.
Abbas Owainati, Macro Strategist, Brightwell

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?
Moderator: Helene Schutrumpf, Director, Ely Place Partners
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 credit cycle different from 2008?
- With defaults expected to rise, how are managers prepared to navigate challenges?
- Which asset classes are most exposed to the downturn?
Moderator: Ian Milton, Founder & CEO, Mercia Capital
Morning Networking Break
PDI Data Snapshot
Domonique Lemonius, Research Manager, Funds, PEI

Panel: Tapping into credit secondaries
- What’s really driving growth in the market?
- How to utilise the asset class as part of your portfolio
- How are LPs navigating this space?
Moderator: Daniel Roddick, Founder, Ely Place Partners
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?
Moderator: Penny Cochrane, Senior Investment Research Consultant, Hymans Robertson
Closing remarks
Dalit Nuttall, Principal, West Valley Capital

Networking Lunch & End of Conference
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
Trending topics our speakers will cover:
For more information on speaking at the PDI Europe Summit, please contact Hannah Ogun.
hannah.o@peimedia.com | +44 (0) 20 3994 7961
2023 Speakers:

Wassyl Abdessemed
Senior Research Manager, PEI Group

Joe Abrams
Partner, Mercer

Daniel Arques
Head of Debt Advisory, Strand Hanson

Alon Avner
Head of Bain Capital Credit Europe, Bain Capital Credit

John Bakie
News Editor, Private Debt Investor

Johnnie Barnett
Partner, The New Amsterdam Group

Veronica Bateman
Private Credit Strategist, Aksia

Hans-Jörg Baumann
Partner, Stepstone Group

Christopher Bone
Partner, Partners Group

Alex Bové Díez
Managing Partner, Paulson Asset Management

John Brantl
Co Head of European Investment Team, SVP

Paul Buckley
Managing Partner and CEO, FIRSTavenue’s

Marco Busca
Head of Private Debt Fund of Funds, Generali Investments Partners SGR

Anish Butani
Senior Director, bfinance

Simon Champ
Founding partner and CEO, Newstead Capital

Karan Chopra
Partner, Paul Hastings

Matteo Cidonio
Managing Partner, GWM Capital Advisors LLP

Penny Cochrane
Senior Investment Research Consultant, Hymans Robertson

Ben Colling
Director, Portfolio Management & ESG, Maslow Capital

Aris Constantinides
General Partner, Kreos Capital

Michael Curtis
Head of Private Credit Strategies, Fidelity International

Eduardo D'Alessandro
Partner - Global Real Assets, Castlelake

Rebecca Davis
CFA Senior Investment Director, Cambridge Associates

Bertrand de Comminges
Managing Director, Global Head Tread Finance Investments, Santander Asset Management

Theo Dickens
Managing Partner, Prefequity

Mustafa Dincer
Founder and Partner, MD Advisors

Walid Fakhry
Co-Managing Partner, Soho Square Capital

Aida Feriz
Executive Director, Wimmer Family Office

Nicolas Ferretjans
Founding Partner, InPact Partners

Tim Floyd
Executive Director, Westbourne Capital

Thomas Foucoin
Senior Debt Origination Manager - Infrastructure, Pension Insurance Corporation (“PIC”)

Nicolas Fourt
Chief Risk Officer and ISR Director, Sienna Private Credit

Sabrina Fox
Chief Executive Officer, European Leveraged Finance Association (ELFA)

Bonnie Frank
Managing Director and Head of Private Investment and Enterprise Risk, Public Sector Pension Investment Board

Ilya Gertsberg
Managing Director and CIO, Apolis S.A.M.

Sophie Gioanni
Head of Investor Relations, ILX Management B.V.

Chandra Gopinathan
Senior Investment Manager - Sustainable Ownership, Railpen

Sven Gralla
Fundmanager Private Debt, Hauck Aufhäuser Lampe Privatbank AG

Michael Griffin
Partner, Sixth Street

Sanjay Gupta
Managing Principal, Head of Co-investments, Moonfare

Damian Hahnloser
Founder and Co-CIO, Growth Credit Partners (GCP)

Aurelie Hariton-Fardad
Senior Portfolio Manager, MetLife Investment Management

Jennifer Hartviksen
Managing Director, Global Credit, Investment Management Corporation of Ontario (IMCO)

Carolyn Hastings
Partner, Bain Capital Credit

Suresh Hegde
Head of Structured Private Debt, Goldman Sachs Asset Management

Elza Holmstedt Pell
Deputy Editor, Responsible Investor

Johan Hultner
Managing Partner, ARCOS Capital

You-Ha Hyun
Principal, Perpetual Investors

Natasha Jacobs
Investor Relations Manager, Pollen Capital

Ari Jauho
Partner, Chairman, Certior Capital

Matthew Jones
Commercial Head Structured Finance, S&P Global Ratings

Konstantin Karchinov
Partner, Veld Capital

Michael Katramados
Head of Structured Lending, Pollen Street

Dr. Gabriella Kindert
Independent Board Member, Neptune Leasing, a.o.

Matthias Kirchgaessner
Managing Partner, PLEXUS Research GmbH

Jiří Król
Global Head, Alternative Credit Council, Alternative Investment Management Association

Matthew Layton
Partner (Head of Europe), Pearl Diver Capital

Daniel Leger
Managing Director, MGG Investment Group

Domonique Lemonius
Research Manager, Funds, Private Debt Investor

Ben Levenstein
Head of Private Credit & Alternative Income, Universities Superannuation Scheme (USS)

Jocelyn Lewis
Executive Director, Private Debt Strategy, Financial Services, S&P Global Market Intelligence

Bertrand Loubieres
Head of Infrastructure Finance, AXA IM Alts

Marco Lukesch
Head of Private Credit, Emso Asset Management Limited

Rhys Marsh
Portfolio Manager, Lombard Odier Asset Management

Prasun Mathur
Head of Private Assets, Aviva UK Life

Kristina Matthews
Managing Director, ONEX

Renato Meduri
Senior Vice President, Oaktree Capital Management

David Merriman
Head of European Private Debt, Beechbrook Capital

Sarah Miller
Senior Vice President, Manager Research, Redington

Ian Milton
Founder & CEO, Mercia Capital Partners

Sanjay Mistry
Head of Alternative Credit, Pension Protection Fund

Philippe Mojon
Head of NAV Financing, AXA IM PRIME

Charlotte Moore
Freelance journalist and communications consultantt, Charlotte Moore

George Moros
Executive Director, Wimmer Financial

Ross Morrow
Co-Founder & Executive Director, DunPort Capital Management

Shaun Mullin
Managing Director, European Private Credit, Morgan Stanley Investment Management
