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:
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
Patrick McAuliffe
Managing Director, Head of Direct Origination - First Eagle Investment Management
Read bio
The Institutionalisation of Private Debt
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.
The Trouble with Asset Allocation
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
Hans Jorg Baumann
Chairman, StepStone Private Debt & Liquid Alternatives;Co-Founding Partner SwissCapital - Stepstone Global
Read bio
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
In the Name of Diversification
- 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
Brexit Fallout: The Impact on Germany and Private Debt
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
Infrastructure Debt
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.
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.
Opening Remarks
Roundtable Discussions
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.
Coffee and Networking
Fundraising in Private Debt
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.
Fundraising in Private Debt
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.
Closing Keynote Interview
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
Thomas Bayerl
Head of Illiquid Asset Debt, MEAG
Daniel Bauchet
Director, Commerzbank AG
Alexander Bode
Partner, BB Alternative Partners
Abhik Das
Managing Director, Head of Private Debt - Golding Capital Partners
Eric Gallerne
Partner, Idinvest Partners
Boerge Grauel
Managing Director, Co-Head Private Debt - YIELCO Investments AG
Aileen Haller
Director, Ares Management Limited
David Heilbrunn
Senior Managing Director, Churchill Asset Management
Ari Jauho
Partner, Chairman, Certior Capital
Joachim Kayser
Partner, Dechert
Florian Kluge
Managing Director, ARDIAN
Patrick McAuliffe
Managing Director, Head of Direct Origination - First Eagle Investment Management
Roopa Murthy
Principal - Infrastructure Debt, AMP Capital Investors
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
Dr Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE
Hans Stamm
Partner, Financial Services and Investment Management - Dechert
Hugh Stacey
Executive Director – Investor Solutions, IQ-EQ
Patrick Suchy
Director, Head of Private Debt - HSBC Germany
Madeleine Szeluch
Head of Investor Relations - Department for Business, Energy and Industrial Strategy
Thierry Vallière
Head of Private Debt, Amundi
Tod Trabocco
Managing Director, Cambridge Associates
Patricia Volhard
Partner, Debevoise & Plimpton
Martin Vom Hagen
Partners, Investor Relations - Adams Street Partners
Nicole Waibel
Managing Director, Crescent Credit Europe LLP
Theo Weber
Managing Director, Head of Private Debt - BlackRock
Hj Woltery
Co-Head of the European Investment Team, Strategic Value Partners UK LLP
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.
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.
Pre-Event Resources
Maximilianstraße 17, 80539 München, Germany
Hotel Vier Jahreszeiten Kempinski
