German Investors. Global Opportunities.
Uniquely serving the rapidly growing investor base in Germany, the Forum offers private debt managers from across the world the chance to meet local LPs eager to access and learn about the latest investment opportunities, barriers to entry and regulatory developments in the asset class.
The Forum takes place in one of today’s most promising destinations for private debt, with loosening regulations and new investment opportunities creating a bullish environment for alternative lending. Whether a global, pan-European or Mittelstand-only manager, the PDI Germany Forum serves as the meeting place for German investors and their prospective fund managers.
Why should you attend?
Create meaningful relationships
Spend time with over 250 investors, fund managers, banks and placement agencies, taking advantage of a range of closed-door roundtable discussions, large-scale networking sessions, and valuable one-on-one meeting opportunities.
Build your firm’s exposure
Put your firm at the forefront of this critical group of investors managing billions of Euros and keen to learn more about how and where they can invest in the private debt asset class. Take part in the rigorous and analytical debates on the key issues plaguing LP minds to showcase your team’s expertise.
Learn from your industry peers
Hear what your competitors are doing to stay ahead of the game and access the best lending opportunities in the German-speaking region and beyond. Gain insight from the best legal, financial, and regulatory experts who can help shape your firm’s strategy from a risk and returns perspective.
View the attendee list from 2018
The PDI Germany Forum offers leading European institutions the chance to evaluate the global spectrum of private debt opportunities and network with the world’s leading asset managers.
Download the full list here
Previous investors include:
Testimonials from last year's forum:
Senior Consultant, Towers Watson
Harald Eggerstedt
Brings private debt investment and structuring expertise together like no other conference I have attended.
Senior Sales Director Alternatives, NN Investment Partners
Christian Gohlke
The conference is an excellent opportunity to meet with investors and network within the industry.
Managing Partner, ICA Institutional Capital Associates
Hans-Peter Dohr
The perfect forum in which to learn how investors, investment managers and my peers are tackling the many macroeconomic, investment, legal & regulatory issu…
Managing Partner, ICA Institutional Capital Associates
Hans-Peter Dohr
The perfect forum in which to learn how investors, investment managers and my peers are tackling the many macroeconomic, investment, legal & regulatory issues facing the markets today
View the agenda
For more information on the agenda, please contact Clare Burrows at clare.burrows@peimedia.com or call +44 (0) 20 7566 5444.
Download your copy of the agenda here.
Agenda
Day 1 - Wednesday 12th
Coffee and Registration
PEI Welcome & Opening Remarks
A View from the Top of the Cycle
Opening Panel
- The current state of the market and the impact on private debt
- What alternative lending deal flow looks like in Europe and beyond
- How firms are preparing for a downturn
- Common covenants and borrower expectations
The Institutionalisation of Private Debt
Keynote Speaker: Jurij Puth, GSO Capital Partners
The Trouble with Asset Allocation
Panel Session
- The significance of increasing allocations to private debt
- How to deploy capital in the marketplace and how offerings are changing
- Optimising your private debt business
- How Germany fits in to a global private debt portfolio
Moderator: James Newsome, Managing Partner, Arbour Partners
Coffee and Networking
What’s the Alternative?
Panel Session
- Opportunities away from the direct lending crowd
- Specialty financing and esoteric debt
- Distressed and special situations in the face of a downturn
- How can investors access these opportunities?
Turning to the Mittelstand
Panel Session
- Opportunities in German-speaking countries
- Drivers behind attractive investment dynamics in the region
- Private debt and the banking sector working together
- Challenges of doing deals with SMEs
- Appealing deal structures and financing terms
Networking and Lunch Break
Building a Private Debt Capability
How managers and investors traditionally exposed to private equity can adjust their portfolio construction, internal resources and firm DNA to include private debt as the industry grows and institutionalises, a question many grapple with as allocations to the asset class increase.
Brexit Fallout: The Impact on German Businesses and Private Debt in the Region
Experts on the Germany’s relationship with the UK and European Union will discuss the latest updates on Brexit reforms and what managers and investors should be considering when exposed to private credit investments in the UK and the shockwaves that might impact the industry continent-wide.
Coffee and Networking
Germany’s LP Voices
Panel Session
- The greatest investor concerns about today’s private debt market
- Comparing German LPs to global investors
- Portfolio construction and allocating capital to the asset class
- Manager selection and appealing strategies
- Communication, transparency and other priorities for German LPs
Moderated by : Dalit Nuttall, West Valley Capital
Closing Presentation
Cocktail and Networking Reception
Agenda
Day 2 - Thursday 13th
Coffee and Registration
Investor Networking Breakfast and Roundtable Discussion (Invitation only)
LPs gather in a closed-door roundtable breakfast discussion to compare notes on private debt as an evolving asset class, manager selection and allocating to a crowded industry. Invite only.Â
Opening Remarks
Roundtable Discussions
- Deal structuring and terms: transparency and risk
- Asset Allocation: What is private credit?
- Benchmarking 101: data and the private lending universe
Roundtable Discussions
- Investor Relations & Fundraising in Germany
- Regulatory Issues in Europe and the US
- Portfolio Diversification within Private Debt
Coffee and Networking
Case Studies
Managers and Entrepreneurs from the Mittelstand share their real-life stories of private debt financings and partnerships.
In the Name of Diversification
Panel Session
- How does the world’s largest private credit market compare with Europe?
- Return expectations and risk/reward profiles in the US
- Investing with US managers: challenges and expectations
- Strategies, terms and finding the best-performing US managers
Closing Keynote Interview
Networking Luncheon
Hans Jorg Baumann
Chairman, StepStone Private Debt & Liquid Alternatives;Co-Founding Partner SwissCapital - Stepstone Global
Alexander Bode
Partner, BB Alternative Partners
Abhik Das
Managing Director, Head of Private Debt - Golding Capital Partners
Christopher Gardner
Partner, Dechert
Eric Gallerne
Partner, Idinvest Partners
Boerge Grauel
Managing Director, Co-Head Private Debt - YIELCO Investments AG
Ari Jauho
Partner, Chairman, Certior Capital
James Newsome
Managing Partner, Arbour Partners
Natalia Nowak
Managing Director, CVC Credit Partners
Dalit Nuttall
Principal, West Valley Capital
Jurji Puth
Managing Director, GSO Capital
Patrick Suchy
Director, Head of Private Debt - HSBC Germany
Thierry Vallière
Head of Private Debt, Amundi
Patricia Volhard
Partner, Debevoise & Plimpton
Theo Weber
Managing Director, Head of Private Debt - BlackRock
Thierry Wolff
Principal, European Investment Fund (EIF)
Michael Wolfram
Director, bfinance UK Ltd
Sponsorship opportunities in 2019
The Germany Forum offers a unique opportunity for organisations to raise their profile as a part of the premier meeting for German, Austrian and Swiss investors allocating to private debt.
For more information on sponsorship opportunities available in 2019 contact Alexander Jakes at alexander.j@peimedia.com or call +44 (0)203 862 7498.
Pre-Event Resources
Maximilianstraße 17, 80539 München, Germany
Hotel Vier Jahreszeiten Kempinski
