Global opportunities for investors in the DACH region

The PDI Germany forum delivers a unique networking & learning platform for investors from the DACH region and further afield.

Asset owners in Europe are increasingly turning towards private debt strategies in attempts to diversify and protect their portfolios as the credit cycle continues to stretch. This forum provides you with a timely opportunity to hear about global investment opportunities; learn from your peers about best practice, and prepare yourselves for the challenges that lie ahead in this evolving private debt market.

What to expect in 2020

Institutional Investors

More European investors present at the forum and contributing across the agenda than any other competitor event in the region. The forum will bring together 50+ investors from across Europe, particularly within the DACH region.

Engaging Agenda

More data-driven presentations and sessions across the agenda giving you tangible takeaways, including our unique case study sessions, and PDI’s own fundraising data.

Opportunities

PDI does more to create a relaxed, friendly networking environment that enables the most effective interaction between LPs, GPs and other attendees

Who will you meet at the forum?

200+

Attendees

50+

Institutional Investors

100+

Fund & Asset Managers

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
Mandatum Life Insurance
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:

Director, Alter Domus

Dirk Sanden

It is the quality and number of PD industry experts that makes the event so beneficial.

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…

Read full testimonial

Sponsors in 2019 included:

View all sponsors
View all sponsors

View the agenda

For more information on the agenda in 2020, please contact James Hatwell at james.hatwell@peimedia.com or call +44 (0) 20 7566 5444.

Download the 2020 agenda here.

Day 1 Day 2
View agenda page

Agenda

Day 1 - Thursday 18th

PDI Germany Forum 2020 Day 1
08:45 - 08:50

PDI Welcome Address

08:50 - 09:05

Chairperson's Opening Remarks

09:05 - 09:35

Opening Keynote Interview: Targeting & maintaining sustainable growth for your private debt allocation in 2020 and beyond

  • As a low interest rate environment continues to be the norm, how can institutional investors best continue to grow their exposure to this asset class?
  • Should this fall into alternatives, fixed income, or something else? And why does the definition matter?
  • Are investors growing an appetite beyond direct lending when it comes to private debt strategies?
  • What should investors do to ensure that they manage risk effectively and are increasing their exposure sustainably?
09:35 - 10:15

Thriving within the increasingly competitive private debt landscape

  • Which direction is the competition coming from? Is it the established players, the newcomers, platforms, or even revitalised banks?
  • What market conditions are contributing to this growth in competition for private debt funds?
  • Is it time to venture outside of the crowded sponsored middle-market?
  • Vying for deals – how can managers ensure that they stay ahead of the curve in market to offer their clients the best possible investments?
  • And what can GPs do to prove that their offering addresses the needs & concerns of prospective investors better than other competitors?
10:15 - 11:00

Morning Networking Break

PDI Germany Forum 2020 Day 1
11:00 - 11:20

Analysis of the macro-economy across the DACH region & Europe

Presentation

11:20 - 12:00

Forging an advantage at the late stage of the credit cycle

  • What signs are there, in Germany and further across Europe, that the downturn in the cycle is becoming more a reality?
  • Have GPs been conservative enough in their approach and deal choices over the past few years to prepare for this? How can they prove to investors that they have?
  • Ensuring you have the right resources in place when it comes to experts, workouts and restructuring
  • Special situations, smart diversification and avoiding complacency – are these the key to investor success in the downturn?
12:00 - 12:50

Assessing investor suitability to opportunities across real asset debt & specialty finance

  • Why should investors look to real estate, infrastructure or other real asset financing in order to protect their portfolio?
  • Portfolio management & allocation setup for asset owners – does it all come under the debt ‘umbrella’?
  • What impact does Solvency II and other regulatory frameworks in Europe have on investor suitability and appetite for these different niches?
  • How is aircraft leasing and aviation finance faring in Europe? What characteristics of these strategies are appealing to investors?
12:50 - 14:00

Lunch & Networking Break

PDI Germany Forum 2020 Day 1
14:00 - 14:40

Catering for the evolving investor base & identities in private debt

  • Are family offices, high-net-worth individuals or other types of investors coming more to the fore in private debt? Or do institutions still dominate the DACH region and wider European market?
  • What are the main changes that investors in the market are experiencing? How have fund managers reacted so far in order to adapt to these?
  • Challenges around creating open-ended vehicles for debt products, particularly in reference to defined contribution pension schemes
  • How can investors, fund managers & other stakeholders in the market work together to ensure that supply continues to meet demand when it comes to provision of private debt strategies
14:40 - 15:15

Boots on the ground: assessing the growing local presence approach from European debt managers

  • What have been the contributing factors towards the growing trend of GPs opening multiple regional offices across Europe? Is the ‘HQ approach’ becoming obsolete?
  • Costs vs benefits of taking this approach and how they’ve been measured
  • A division of territories: what will this mean for the European debt market?
  • What impacts have investors seen from this change in approach? How have they been benefiting from this, if they have?
15:15 - 16:00

An opportunity in waiting? The growing secondaries market in private debt

  • Are secondaries strategies being seriously considered by investors and the market in general at present?
  • What global activity have we seen, from both a manager and investor perspective, in the private debt secondaries market in recent months?
  • Drawbacks & potential hurdles – does educating investors remain the biggest challenge for the secondaries market to really take off in popularity?
  • How could secondaries provide a credible active portfolio management solution when the cycle turns?
16:00 - 16:40

Afternoon Networking Break

PDI Germany Forum 2020 Day 1
16:40 - 17:50

Case Studies: Investment deals from the front lines

In the same popular format as 2019, this unique session will delve in-depth on four GP investment case studies – each taking us through their approach to transaction structuring. Moderated by our investment committee and voted for by the audience

17:50 - 17:55

Chairperson’s Closing Remarks - Day 1

17:55 - 17:55

Close of Day 1 & Networking Drinks Reception

Agenda

Day 2 - Friday 19th

PDI Germany Forum 2020 Day 2
08:00 - 09:10

Invitation-Only LP Breakfast

09:10 - 09:15

Chairperson’s Day 2 Welcome Address

09:15 - 09:45

Keynote Interview: Why high-net worth individuals & families are embracing private debt

  • What factors are causing this investor type to turn away from more traditional investment strategies?
  • What industries and sectors are most appealing when it comes to deployment?
  • How these increasingly influential asset owners are managing the balance between risk and yield
  • The race for deals – in an extremely competitive market, how & where can these individuals and family offices find a worthwhile niche?
09:45 - 11:00

Case Studies 2.0: Workouts - when things go wrong & how to fix them

Continuing on from day 1’s session, this will be held in the same format; but focusing on four transaction case studies that haven’t gone smoothly, and how GPs have worked to turn them around and fix them

11:00 - 11:20

Morning Networking Break

PDI Germany Forum 2020 Day 2
11:20 - 12:00

Fundraising amidst macro-economic concerns & European slowdown

  • How have macro-economic & geopolitical factors affected fundraising numbers in recent months?
  • Has there been over-concern from investors on these matters?
  • Will Germany experience further slowdown from political disruption over the coming months? What other macroeconomic factors on the horizon are there to be aware of?
  • Will these factors put European managers off of higher fundraising targets? Or conversely, will we see growth in private debt numbers in 2020 and beyond?
12:00 - 12:40

What will restructuring bring to the economy and portfolios?

  • How much restructuring activity can we expect in the DACH region and wider Europe in the coming months?
  • How would significant restructuring activity as a result of a downturn affect the private debt market in the short and long term?
  • What effect will this have on the borrowing companies and the industries they’re in?
  • Will investors be satisfied by the results that are achieved by their managers?
PDI Germany Forum 2020 Day 2
12:40 - 13:40

Closing Networking Lunch: themed roundtables

Take this opportunity as the conference draws to a close, to choose the theme that means most to you and discuss with your peers over lunch

  • Embracing opportunistic & specialty lending
  • Overcoming challenges and reaping reward with sponsor-less lending
  • How can investors enhance their portfolio monitoring capabilities and techniques?
  • Targeting opportunities in emerging markets private debt
  • Distressed and special situations
  • An update on ESG & impact in private debt
PDI Germany Forum 2020 Day 2
13:40 - 13:40

Close of Conference

View the speakers

For more information on speaking in 2020, please contact James Hatwell at james.hatwell@peimedia.com or call +44 (0) 20 7566 5444.

 

Download your copy of the 2020 preliminary agenda here.

Monika Bednarz

Director, Lagrange Financial Advisory

Monika is a Director at Lagrange based in Frankfurt/Germany. She advises institutional investors on infrastructure and debt funds. She has nearly 20 years of professional experience in finance, including corporate and asset financing, financial struc… Read full bio

Evgeny Denisenko

Director, Apolis S.A.M.

Evgeny Denisenko is a founder and Managing Principal at Monaco-based Apolis S.A.M. Apolis is a private investment office with a particular emphasis on yield generation and substantial allocation to private credit. Evgeny is a second generation of wea… 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

You-Ha Hyun

Investment Director, Perpetual Investors

You-Ha Hyun leads the private debt program at Perpetual Investors GmbH, a German based professional single family office. In this role, he is mainly responsible for managing the private debt portfolio and focuses on manager selection across the broad… Read full bio

Gabriella Kindert

Expert In Alternative Lending and Private Debt, Supervisory Board Member – Mizuho Europe

Dr. Gabriella Kindert is a senior banking and investment professional specialized on Alternative Credit, Private markets and the digital transformation in the financial sector. She gained over 20 years of international experience in managing investme… Read full bio

Matthias Kirchgaessner

Advisor, PLEXUS Investments

Prior founding his own company Cross Atlantic Alternative Asset Consulting, Matthias Kirchgaessner, was the lead Product Manager for managing customized FoHF portfolios under Allianz Hedge Fund Partners in San Francisco, Allianz Alternative Asset Man… Read full bio

Peter Plaut

Executive Director, Wimmer Financial

Peter Plaut is an Executive Director at Wimmer Family Office focused on origination, researching and structuring private debt and equity transactions across a broad range of industries including in the aerospace, energy, metals and mining, and real e… Read full bio

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

Mikkel Sckerl

Partner and Portfolio Manager, Capital Four

Mikkel Sckerl is a partner, portfolio manager and part of the investment committee at Capital Four. Mikkel joined Capital Four Management from Saxo Bank in 2013. While at Saxo Bank Mikkel was initially responsible for the bank’s corporate finance and… 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
View all speakers

Early confirmed sponsors

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 available sponsorship opportunities in 2020 please contact Giulia Corsini at giulia.c@peimedia.com or call +44 (0) 203 994 7964.

View the 2020 sponsorship brochure.

To view the delegate list or for more information on sponsorship opportunities available in 2020 contact Giulia Corsini at giulia.c@peimedia.com or call +44 (0) 203 994 7964.

Maximilianstraße 17, 80539 München, Germany

Hotel Vier Jahreszeiten Kempinski

Why should you attend?

200+

Attendees

50+

Institutional Investors

100+

Fund & Asset Managers

  • Make connections with private and public pension funds, insurers, endowments, family offices & more – all types of institutional investors will be in attendance
  • Hear their unique views on various themes across the agenda – ranging from downturn preparedness to opportunities in emerging markets
  • Utilise the networking breaks to follow up with investors after their sessions, and ask the questions you had in mind in a private informal environment
  • Focused on fundraising? This is the perfect opportunity to introduce your fund & strategies to a global investor audience
  • Forge connections, leave impressions and build lasting relationships with 50+ active and prospective investors in private debt