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:

Aksia LLC
Allianz Global Investors
Bayerische Versorgungskammer
Bfinance
BMW AG
Certior Capital Oy
European Investment Bank (EIB)
European Investment Fund (EIF)
Flick Family Office
HSBC Trinkaus and Burkhardt AG
HVB Pension Fund
J. Safra Sarasin Asset Management (Europe) Ltd
Lebensversicherung von 1871 AG
Linde AG
Meketa Investment Group Inc
Mercer
Minerva Stiftung
Oceano Advisors AG
PenSam
Pensionskasse Wacker Chemie
PG3 AG
Royaumont Foundation
SV SparkassenVersicherung Holding AG
Talanx Asset Management
UNIQA Capital Markets
Willis Towers Watson
YIELCO Investments AG

Testimonials from last year's forum:

A quote icon for decorating the content Senior Consultant, Towers Watson

Harald Eggerstedt

Brings private debt investment and structuring expertise together like no other conference I have attended.

A quote icon for decorating the content Senior Sales Director Alternatives, NN Investment Partners

Christian Gohlke

The conference is an excellent opportunity to meet with investors and network within the industry.

A quote icon for decorating the content 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…

Read full testimonial

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.

Day 1 Day 2
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Agenda

Day 1 - Wednesday 12th

PDI Germany Forum 2019
08:00 - 09:00

Coffee and Registration

09:00 - 09:10

PEI Welcome & Opening Remarks

09:10 - 09:55

A View from the Top of the Cycle

Christopher Gardner, Eric Gallerne, Thierry Vallière, Theo Weber

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
A speaker photo for Christopher Gardner

Christopher Gardner

Partner, Dechert

Read bio
A speaker photo for Eric Gallerne

Eric Gallerne

Partner, Idinvest Partners

Read bio
A speaker photo for Thierry Vallière

Thierry Vallière

Head of Private Debt, Amundi

Read bio
A speaker photo for Theo Weber

Theo Weber

Managing Director, Head of Private Debt - BlackRock

Read bio
09:55 - 10:30

The Institutionalisation of Private Debt

Jurji Puth

Keynote Speaker: Jurij Puth, GSO Capital Partners

A speaker photo for Jurji Puth

Jurji Puth

Managing Director, GSO Capital

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10:30 - 11:15

The Trouble with Asset Allocation

James Newsome, Ari Jauho, Hans Jorg Baumann

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

A speaker photo for James Newsome

James Newsome

Managing Partner, Arbour Partners

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A speaker photo for Ari Jauho

Ari Jauho

Partner, Chairman, Certior Capital

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A speaker photo for Hans Jorg Baumann

Hans Jorg Baumann

Chairman, StepStone Private Debt & Liquid Alternatives;Co-Founding Partner SwissCapital - Stepstone Global

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11:15 - 11:45

Coffee and Networking

PDI Germany Forum 2019
11:45 - 12:30

What’s the Alternative?

Alexander Bode, Abhik Das

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?
A speaker photo for Alexander Bode

Alexander Bode

Partner, BB Alternative Partners

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A speaker photo for Abhik Das

Abhik Das

Managing Director, Head of Private Debt - Golding Capital Partners

Read bio
12:30 - 13:15

Turning to the Mittelstand

Natalia Nowak

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
A speaker photo for Natalia Nowak

Natalia Nowak

Managing Director, CVC Credit Partners

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13:15 - 14:15

Networking and Lunch Break

PDI Germany Forum 2019
14:15 - 15:15

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.

15:15 - 16:00

Brexit Fallout: The Impact on German Businesses and Private Debt in the Region

Patricia Volhard

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.

A speaker photo for Patricia Volhard

Patricia Volhard

Partner, Debevoise & Plimpton

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16:00 - 16:25

Coffee and Networking

PDI Germany Forum 2019
16:25 - 17:15

Germany’s LP Voices

Dalit Nuttall, Boerge Grauel, Patrick Suchy, Thierry Wolff, Michael Wolfram

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

A speaker photo for Dalit Nuttall

Dalit Nuttall

Principal, West Valley Capital

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A speaker photo for Boerge Grauel

Boerge Grauel

Managing Director, Co-Head Private Debt - YIELCO Investments AG

Read bio
A speaker photo for Patrick  Suchy

Patrick Suchy

Director, Head of Private Debt - HSBC Germany

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A speaker photo for Thierry  Wolff

Thierry Wolff

Principal, European Investment Fund (EIF)

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A speaker photo for Michael  Wolfram

Michael Wolfram

Director, bfinance UK Ltd

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17:15 - 17:45

Closing Presentation

17:45 - 18:30

Cocktail and Networking Reception

Agenda

Day 2 - Thursday 13th

PDI Germany Forum 2019
08:15 - 09:15

Coffee and Registration

08:15 - 09:05

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. 

09:15 - 09:25

Opening Remarks

09:25 - 10:10

Roundtable Discussions

  • Deal structuring and terms: transparency and risk
  • Asset Allocation: What is private credit?
  • Benchmarking 101: data and the private lending universe
10:10 - 10:55

Roundtable Discussions

  • Investor Relations & Fundraising in Germany
  • Regulatory Issues in Europe and the US
  • Portfolio Diversification within Private Debt
10:55 - 11:15

Coffee and Networking

PDI Germany Forum 2019
11:15 - 11:55

Case Studies

Managers and Entrepreneurs from the Mittelstand share their real-life stories of private debt financings and partnerships.

11:55 - 12:40

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
12:40 - 13:10

Closing Keynote Interview

13:10 - 14:30

Networking Luncheon

Hans Jorg Baumann

Chairman, StepStone Private Debt & Liquid Alternatives;Co-Founding Partner SwissCapital - Stepstone Global

Mr. Baumann is the chairman of StepStone Private Debt and StepStone Liquid Alternatives. As member of the management team he is responsible for global business development activities of PD. He is also Co-founder of the Swiss Alternative Investments C… Read full bio

Alexander Bode

Partner, BB Alternative Partners

Alexander Bode is one of two founding partners of BB Alternative Partners, a consulting firm that has specialised in supporting institutional investors in Alternative Asset investing. He is an expert in the field of alternative investments and has ga… Read full bio

Abhik Das

Managing Director, Head of Private Debt - Golding Capital Partners

Managing Director and Head of Private Debt; joined Golding Capital Partners in 2018. He is responsible for the selection, execution and monitoring of private debt fund investments and co-investments, as well as the portfolio management thereafter. Pr… Read full bio

Christopher Gardner

Partner, Dechert

Christopher Gardner’s practice focuses on the structuring and establishment of private funds domiciled in a range of onshore and offshore jurisdictions and across a range of asset classes, with a focus on liquid and illiquid debt and credit, hedge, h… Read full bio

Eric Gallerne

Partner, Idinvest Partners

Eric Gallerne is our Partner in charge of Private Debt and is a member of the Investment Committee. Before joining Idinvest Partners in 2012, he was co-founder and head of mezzanine investments (ActoMezz) for Groupama Private Equity for five years. B… Read full bio

Boerge Grauel

Managing Director, Co-Head Private Debt - YIELCO Investments AG

Boerge Grauel is a managing director at YIELCO Investments AG. From 2006 to 2018 he was a managing director at Golding Capital Partners, responsible for sourcing, assessing and selecting private debt funds (senior debt, mezzanine, credit opportunitie… Read full bio

Ari Jauho

Partner, Chairman, Certior Capital

Since 2011 Mr. Jauho is one of the Founding Partners and the Chairman of Certior Capital Ltd, focusing on private equity and private credit fund investing and co-investing. Previously Mr. Jauho was Partner at Access Capital after Access Capital bough… Read full bio

James Newsome

Managing Partner, Arbour Partners

James Newsome founded the London and Berlin-based capital markets firm Arbour Partners in 2010. Prior to Arbour, James led fund development at Merrill Lynch’s Alternative Investment Group in London from 2000-2009. At Merrill Lynch James designed, ori… Read full bio

Natalia Nowak

Managing Director, CVC Credit Partners

Natalia Nowak is a Managing Director in CVC Credit Partners’ Direct Lending team, focussing on sourcing, structuring and executing bespoke financings for European SMEs. Prior to joining CVC Credit Partners, Natalia worked at ESO Capital, Arrowgrass a… Read full bio

Dalit Nuttall

Principal, West Valley Capital

Following an institutional career with Morgan Stanley, Merrill Lynch and Wachovia, Dalit founded WestValley Capital in 2007 to connect preferred solution providers with European pension funds, insurance companies and asset managers in ways that addre… Read full bio

Jurji Puth

Managing Director, GSO Capital

Jurij Puth is a Managing Director with GSO Capital Partners. He is based in Frankfurt and is leading GSO’s origination and execution efforts for the German speaking region. He is involved in various performing and distressed investments, including di… Read full bio

Patrick Suchy

Director, Head of Private Debt - HSBC Germany

Patrick Suchy, Director, Alternative Investments, HSBC Germany, Global Markets. Patrick has about twenty years of experience in private markets and investment banking. Since joining HSBC in 2006, he is responsible for product development, structuring… Read full bio

Thierry Vallière

Head of Private Debt, Amundi

Thierry is the Global Head of the Private Debt platform at Amundi and the co-Chairman of the Private Debt Investment Committee. Thierry joined Amundi in 2015 from Printemps, the leading French department store and real estate group, where he was depu… Read full bio

Patricia Volhard

Partner, Debevoise & Plimpton

Patricia Volhard is a partner in Debevoise’s Frankfurt and London offices. She focuses on advising private funds on a range of regulatory issues. Ms. Volhard is one of Europe’s leading private funds regulatory lawyers, and has played a prominent role… Read full bio

Theo Weber

Managing Director, Head of Private Debt - BlackRock

Dr. Theo Weber, Managing Director, is Head of Origination of Private Debt in Germany within BlackRock International Fixed Income, responsible for the sourcing and execution of middle market direct bond investment opportunities in the German market. P… Read full bio

Thierry Wolff

Principal, European Investment Fund (EIF)

With the European Investment Fund (EIF) since May 2009, Thierry leads the DACH team of the Lower Mid-Market WES division investing in equity, hybrid debt/equity, private debt or venture debt funds and making co-investments. He represents EIF on Advis… Read full bio

Michael Wolfram

Director, bfinance UK Ltd

Michael joined bfinance in 2011, when he spent his first semester in the London based Research team. Michael then became Director and covers institutional clients in the Munich office. He started his career at Dresdner Bank AG with an apprenticeship… Read full bio
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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.

Maximilianstraße 17, 80539 München, Germany

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