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

 

Current and previous investors include:

Aksia LLC
Allianz Global Investors
Alpha Associates AG
Argenthal Private Capital
Bayerische Versorgungskammer
Bfinance
BMW Group
Certior Capital Oy
European Investment Bank (EIB)
European Investment Fund (EIF)
Flick Family Office
HSBC Trinkaus and Burkhardt AG
HVB Pension Fund
ICP Capital
J. Safra Sarasin Asset Management (Europe) Ltd
Lebensversicherung von 1871 AG
Linde AG
Meketa Investment Group Inc
Mercer
Minerva Stiftung
NNIP
Oceano Advisors AG
Opticrest S.A
PenSam
Pensionskasse Wacker Chemie
PERPETUAL Investors GmbH
PG3 AG
RAG-Stiftung
Royaumont Foundation
SV SparkassenVersicherung Holding AG
Talanx Asset Management
UNIQA Capital Markets
Versorgungswerke Berlin (VGV Pension Scheme)
West Valley Capital
Willis Towers Watson
W&W Asset Management GmbH
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

Eric Gallerne, Thierry Vallière, Theo Weber, Patrick McAuliffe , Hans Stamm

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 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
A speaker photo for Patrick McAuliffe

Patrick McAuliffe

Managing Director, Head of Direct Origination - First Eagle Investment Management

Read bio
A speaker photo for Hans Stamm

Hans Stamm

Partner, Financial Services and Investment Management - Dechert

Read bio
09:55 - 10:30

The Institutionalisation of Private Debt

Jurji Puth

Keynote Interview

Keynote Speaker: Jurij Puth, GSO Capital Partners

Puth will talk about how the private debt industry has grown over the past decade and how this has impacted the way investors and fund managers approach the industry, including deal size, asset allocation and risk-return profiles from his own perspective at a global fund manager that has a highly localised view as the head of the DACH region.

A speaker photo for Jurji Puth

Jurji Puth

Managing Director, GSO Capital

Read bio
10:30 - 11:15

The Trouble with Asset Allocation

James Newsome, Ari Jauho, Hans Jorg Baumann, Tobias Ripka, Michael Wolfram

Panel Session

  • The significance of increasing allocations to private debt – how the institutionalisation of the industry is changing LP allocations, and what impact this has on risk-return profiles.
  • How to deploy capital in the marketplace and how offerings are changing – what should LPs be aware of when looking at small local firms vs. pan-regional players now that competition is so high in the industry.
  • Optimising your private debt business – how to make the most of your allocation to private debt as an LP from a returns or diversification perspective.
  • How Germany fits in to a global private debt portfolio – what are investors expecting from private debt and what bucket are they investing from such as fixed income or alternatives?

Moderator: James Newsome, Managing Partner, Arbour Partners

A speaker photo for James Newsome

James Newsome

Managing Partner, Arbour Partners

Read bio
A speaker photo for Ari Jauho

Ari Jauho

Partner, Chairman, Certior Capital

Read bio
A speaker photo for Hans Jorg Baumann

Hans Jorg Baumann

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

Read bio
A speaker photo for Tobias  Ripka

Tobias Ripka

Partner, Mercer

Read bio
A speaker photo for Michael  Wolfram

Michael Wolfram

Director, bfinance UK Ltd

Read bio
11:15 - 11:45

Coffee and Networking

PDI Germany Forum 2019
11:45 - 12:30

What’s the Alternative?

Alexander Bode, Abhik Das, Hj Woltery

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

Read bio
A speaker photo for Abhik Das

Abhik Das

Managing Director, Head of Private Debt - Golding Capital Partners

Read bio
A speaker photo for Hj Woltery

Hj Woltery

Co-Head of the European Investment Team, Strategic Value Partners UK LLP

Read bio
12:30 - 13:15

Turning to the Mittelstand

Daniel Bauchet, Aileen Haller, 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 Daniel Bauchet

Daniel Bauchet

Director, Commerzbank AG

Read bio
A speaker photo for Aileen Haller

Aileen Haller

Director, Ares Management Limited

Read bio
A speaker photo for Natalia Nowak

Natalia Nowak

Managing Director, CVC Credit Partners

Read bio
13:15 - 14:15

Networking and Lunch Break

PDI Germany Forum 2019
14:15 - 15:15

In the Name of Diversification

David Heilbrunn, Patrick McAuliffe
  • 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

Moderator: Nicole Waibel, Managing Director, Crescent Credit Europe

A speaker photo for David Heilbrunn

David Heilbrunn

Senior Managing Director, Churchill Asset Management

Read bio
A speaker photo for Patrick McAuliffe

Patrick McAuliffe

Managing Director, Head of Direct Origination - First Eagle Investment Management

Read bio
15:15 - 16:00

Brexit Fallout: The Impact on Germany and Private Debt

Patricia Volhard, Madeleine Szeluch

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

Read bio
A speaker photo for Madeleine Szeluch

Madeleine Szeluch

Head of Investor Relations - Department for Business, Energy and Industrial Strategy

Read bio
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, Dr Sebastian Schroff

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

Read bio
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

Read bio
A speaker photo for Thierry  Wolff

Thierry Wolff

Principal, European Investment Fund (EIF)

Read bio
A speaker photo for Dr Sebastian Schroff

Dr Sebastian Schroff

Global Head of Private Debt, Allianz Investment Management SE

Read bio
17:15 - 17:45

Infrastructure Debt

Roopa Murthy

Closing Presentation

The Real Deal: as infrastructure in real assets provides competitive yield and returns on an appealing risk-adjusted basis, AMP Capital talks frankly about the opportunities and challenges of deal-making in Europe’s infrastructure market today.

A speaker photo for Roopa Murthy

Roopa Murthy

Principal - Infrastructure Debt, AMP Capital Investors

Read bio
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 - 10:35

Roundtable Discussions

Joachim Kayser, Hugh Stacey, Thomas Bayerl

Delegates will gain access to off-the-record working groups aimed at providing an open and frank discussion between participants and expert facilitators to ask and answer pressing questions the industry has right now. Smaller groups will allow a more intimate environment for attendees to network and debate in a structured but less formalised setting.

Roundtable I | Lifting the Fund Veil: why true portfolio look-through and regulatory reporting are key to the success of institutional investors

Facilitators:

Joachim Kayser, Partner, Dechert

Hugh Stacey, Executive Director, IQ-EQ

Thomas Bayerl, Head of Infrastructure Debt, MunichRe

Roundtable II | Living with Brexit: a controversial discussion on Brexit and its impact on Germany and private debt in the region. Experts will answer questions and talk through best practice action-plans going forward in the new European regulatory environment.

A speaker photo for Joachim  Kayser

Joachim Kayser

Partner, Dechert

Read bio
A speaker photo for Hugh Stacey

Hugh Stacey

Executive Director – Investor Solutions, IQ-EQ

Read bio
A speaker photo for Thomas Bayerl

Thomas Bayerl

Head of Illiquid Asset Debt, MEAG

Read bio
10:35 - 11:05

Coffee and Networking

PDI Germany Forum 2019
11:05 - 11:55

Fundraising in Private Debt

Tod Trabocco, Martin Vom Hagen

Panel Session  

Data from PDI Research & Analytics will be presented, followed by a panel of expert capital raisers giving analysis on fundraising for private debt from and for the German-speaking region.

A speaker photo for Tod Trabocco

Tod Trabocco

Managing Director, Cambridge Associates

Read bio
A speaker photo for Martin Vom Hagen

Martin Vom Hagen

Partners, Investor Relations - Adams Street Partners

Read bio
11:55 - 12:40

Fundraising in Private Debt

Florian Kluge, Tod Trabocco

Panel Session

Data from PDI Research & Analytics will be presented, followed by a panel of expert capital raisers giving analysis on fundraising for private debt from and for the German-speaking region.

A speaker photo for Florian Kluge

Florian Kluge

Managing Director, ARDIAN

Read bio
A speaker photo for Tod Trabocco

Tod Trabocco

Managing Director, Cambridge Associates

Read bio
12:40 - 13:10

Closing Keynote Interview

13:10 - 14:30

Networking Luncheon

View the speakers

For more information on speaking, please contact Clare Burrows at clare.burrows@peimedia.com or call +44 (0) 20 7566 5444.

Download your copy of the agenda here.

Hans Jorg Baumann

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

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… Read full bio

Thomas Bayerl

Head of Illiquid Asset Debt, MEAG

Thomas Bayerl started his career in August 2004 as Portfolio Manager for structured products at Landesbank Baden-Württemberg (LBBW) after he finished successfully his studies of Mathematics. End of 2005 Thomas left LBBW und joined HSH Nordbank London… Read full bio

Daniel Bauchet

Director, Commerzbank AG

Daniel Bauchet is part of the Asset Solution & Structured Finance Team (AS&SF) which is in particular responsible for asset financing, long term receivables purchase and arranging investment opportunities for non-banking financial institutions. Befor… 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

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

Aileen Haller

Director, Ares Management Limited

Aileen Haller is a Principal in the Ares Credit Group where she is responsible for originating and executing direct lending transactions in the DACH and Benelux regions. Prior to joining Ares in 2009, Aileen was an Associate in the Leveraged Finance… Read full bio

David Heilbrunn

Senior Managing Director, Churchill Asset Management

David Heilbrunn is a Senior Managing Director of Churchill Asset Management. As the firm’s Head of Product Development & Capital Raising, Mr. Heilbrunn focuses on capital raising activities and strategic initiatives, structuring new products and deve… 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

Joachim Kayser

Partner, Dechert

Dr. Joachim Kayser advises investment funds as well as their asset managers, intermediaries, and institutional investors (insurance companies, pension plans/funds, and family offices) on regulatory and tax matters. Dr. Kayser has significant experien… Read full bio

Florian Kluge

Managing Director, ARDIAN

Florian Kluge joined Ardian's Investor Relations' team in March 2017 and is in charge for the fundraising activities in Germany and Austria. Prior to joining Ardian, he was a Managing Director at Golding Capital Partners in Munich from 2009 onwards.… Read full bio

Patrick McAuliffe

Managing Director, Head of Direct Origination - First Eagle Investment Management

Patrick F. McAuliffe serves as head of Direct Origination for the First Eagle Private Credit team. He has been a member of the team since 2005, when he joined NewStar Financial (acquired by First Eagle in December 2017). Prior to NewStar, Pat was reg… Read full bio

Roopa Murthy

Principal - Infrastructure Debt, AMP Capital Investors

Roopa Murthy joined AMP Capital’s Infrastructure Debt team in the London office in 2015. Ms Murthy is responsible for originating, structuring and managing infrastructure debt assets in Europe. Ms.Murthy brings over 13 years’ experience to the team,… 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

Dr Sebastian Schroff

Global Head of Private Debt, Allianz Investment Management SE

Sebastian Schroff is “Global Head of Private Debt” at Allianz Investment Management SE and in that function responsible for the Allianz Group private debt portfolio of > EUR 60bn. Previous roles at Allianz include being the responsible Investment Man… Read full bio

Hans Stamm

Partner, Financial Services and Investment Management - Dechert

Hans Stamm, lawyer and qualified tax attorney, advises on private funds (with a focus on renewable energy, debt, real estate and private equity funds) and structured asset management products (e.g. fund linked notes and insurance wrappers), including… Read full bio

Hugh Stacey

Executive Director – Investor Solutions, IQ-EQ

Having served five years in the British Army leaving as Captain, Hugh spent seven years at IQ-EQ initially based in the London offices. Here he assisted in building the Sales team for EMEA. Hugh then moved to Singapore as Managing Director of Asia wh… 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

Madeleine Szeluch

Head of Investor Relations - Department for Business, Energy and Industrial Strategy

Madeleine Szeluch is Head of Investor Relations at the UK Government's Department for Business, Energy and Industrial Strategy (BEIS). She has 14 years of experience with the global energy markets, supply dynamics, fundraising and stakeholder relatio… 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

Tod Trabocco

Managing Director, Cambridge Associates

Tod is a Managing Director at Cambridge Associates based in Boston. He oversees the firm’s private credit efforts, performing due diligence on investment opportunities in structured equity, credit, and distressed markets. Tod has over 25 years invest… 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

Martin Vom Hagen

Partners, Investor Relations - Adams Street Partners

Martin focuses on the development of institutional client and consultant relationships within the DACH region, and works with other members of the Investor Relations Team to serve the needs of Adams Street Partners’ clients. Prior to joining the firm… Read full bio

Nicole Waibel

Managing Director, Crescent Credit Europe LLP

Nicole Waibel is a Managing Director at Crescent Capital focusing on European private debt investments. From 2001 to 2012 Nicole was with Indigo Capital, a leading European specialist lending fund, where she was most recently a partner. At Indigo Cap… 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.Pr… Read full bio

Hj Woltery

Co-Head of the European Investment Team, Strategic Value Partners UK LLP

Mr. Woltery is Co-Head of the European investment team having joined SVP at the opening of the European office in 2004. From 1985 to 2004, Mr. Woltery worked at Deutsche Bank in various roles, most recently as a Senior Research Analyst and Head of Re… Read full bio

Tobias Ripka

Partner, Mercer

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.

To view the delegate list or for more information on sponsorship opportunities available in 2019 contact Alexander Jakes at alexander.j@peimedia.com or call +44 (0)203 862 7498.

To view the delegate list or for more information on sponsorship opportunities available in 2019 contact Alexander Jakes at alexander.j@peimedia.com or call +44 (0)203 862 7498.

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