Private Debt
Investor
Investor
Germany Forum Munich 2022
17 - 18 May 2022,
Hilton Munich City, Munich
#1 forum in the DACH region for private debt investors
On 17-18 May in Munich, the Private Debt Investor Germany Forum will connect the most influential asset allocators and funds from the DACH region and beyond.
Over 60 institutional and private investors will come together to meet private debt fund managers and the wider market to learn about the latest trends, explore investment opportunities and decide where to allocate their capital.
Attendees will hear from over 70 speakers across the forum and have many opportunities to connect with active investors in debt strategies in Germany, Austria, and Switzerland. Join your peers at the Germany Forum for an unmissable two days of content and networking for the private debt market.
What can you expect at the forum?
Event content with value
Learn from leading investors and fund managers, and understand investor allocation, get practical guidance on co-investment strategies, hear about the evolving real asset debt opportunities in Europe, and how to continue ESG and impact integration.
Build your private debt network
Connect in-person during roundtable discussions, networking breaks, panel Q&As, invite-only breakfasts and an evening drinks reception. Build lasting relationships and compare best practices with your peers.
Meet institutional investors
Network with active investors in debt strategies in the DACH region, such as MEAG Munich Re, HVB Pension Fund, European Investment Fund, YIELCO Investments, Suva, PensionDanmark, City of Zurich Pension Fund, and many more.
Exclusive investor insights
Hear from Mandatum Asset Management, the asset management arm of a leading insurance group in the Nordics
The forum keynote interview will be held with Jussi Tanninen, Head of Private Debt and Real Estate. Join the event and gain insights on Mandatum Asset Management’s ESG framework for selecting Private Debt managers.
Key event themes
- Passing the stress test – where private debt goes from here – now private debt has truly stepped out of the shadows, what scale of evolution and growth can we expect to see?
- Investor allocation across the DACH market – examining the current sentiments and decision making of some of Europe’s leading LPs
- Uptake in co-investment strategies – how increased LP and GP sophistication might alter the investment landscape of the future
- Evolving real asset debt opportunities in Europe – the reasons behind the growth in appetite and opportunity in real estate, infrastructure and more
- Continuing ESG & impact integration – SFDR challenges, avoiding greenwashing and moving to an engagement approach at the portfolio level: how debt managers must move with the times
Connect with active investors in debt strategies
Featured speakers include
Testimonials from attendees
BNY Mellon
Silvia Mischel, Director Institutional Sales
This is the best private debt conference in Germany, a must for GPs and LPs.
Apolis S.A.M
Ilya Gertsberg, Managing Director and CIO
Intimate experience, frank exchange, highly approachable participants
Prime Capital
Toni Quittschalle, Head of Manager Selection
Great to finally meet industry experts again in a not too big conference format!
Our leading advisory board in 2022
Monika Bednarz
Director
Lagrange Financial Advisory
Hans-Peter Dohr
Founding and Managing Partner
Institutional Capital Associates
Frank Dornseifer
Managing Director
BVAI
Borge Grauel
Managing Director
YIELCO Investments
You-Ha Hyun
Investment Director
Perpetual Investors
Philip Jacobs
Director
Aquila Capital
Ari Jauho
Partner, Chairman
Certior Capital
Gabriella Kindert
Expert in Alternative Lneding and Private Debt, Supervisory Board Member
Mizuho Europe
Matthias Kirchgaessner
Managing Partner
PLEXUS Investments
Olya Kluppel
Partner
GP Bullhound
Dalit Nuttall
Principal
West Valley Capital
Sebastian Schroff
Global Head of Private Debt
Allianz Investment Management
View agenda page
Agenda
PDI Germany Forum 2022 - Tuesday 17th
PDI Germany Forum 2022
08:00 - 08:45
Registration
08:45 - 08:50
PDI Germany welcome address
08:50 - 08:55
Chairperson’s opening remarks
08:55 - 09:40
Building on the bounce-back: harnessing private debt’s momentum
Trudi Boardman,
Stephan Caron,
Daniel Leger,
Alexander Ott,
Howard Sharp,
Tricia Ward
- Why 2021 and early 2022 fundraising and transaction records show that private debt is on an upward curve
- What scale of evolution and growth can we expect in this now fully mature asset-class?
- Assessing the GP landscape – how blue-chips, established players and emerging managers can thrive in a competitive market
- Inflation expectations, ESG evolution, valuation reforms and more – how are funds preparing for success in the DACH market for 2022 and beyond?
Moderator: Trudi Boardman, Managing Director, Cambridge Associates
09:40 - 10:00
US opportunities for DACH investors: finding value in the lower mid-market
Dr. Gabriella Kindert,
Jim Fisher
- What key facts should European LPs know about the US direct lending market?
- Key differentiations compared to the European market
- What is your outlook for regions, sectors and strategies?
- How does the risk/return profile of US lower mid-market compare to other areas of the market?
Moderator: Gabriella Kindert, Board Member, Mizuho Bank
10:00 - 10:45
Investor allocation across the DACH market in a high-risk environment
Helene Schutrumpf,
Abhik Das,
Sven Seppeur,
Sina Timm,
Dr. Sebastian Schroff
- Broadening mandates & definitions: what is now considered as private debt in a sophisticated LP portfolio?
- What are the key factors driving manager and selection strategy in 2022?
- Inflation, labour shortages, supply chain disruption… what are the biggest challenges for LPs in managing portfolio risk in private debt?
- DACH LP sentiments for co-investments, secondaries and other emerging return strategies.
Moderator: Helene Schütrumpf, Founder, Ely Place Partners
Dr. Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE/Lead Portfolio Manager, AllianzGI
Read bio
10:45 - 11:30
Morning networking break
PDI Germany Forum 2022
11:30 - 12:15
How debt managers must move with the times: continuing ESG & impact integration on the continent
Jiří Król,
Jin-Hyuk Jang ,
Vincent Lemaitre,
Luz Martinez,
Priscilla Schnepper,
James Newsome
- The rise of sustainability-linked loans driving an engagement approach at the portfolio level
- Focus on climate & environment in the wake of COP26
- Varying LP attitudes towards ESG & impact in the DACH market
- SFDR and wider ESG-related regulatory challenges for GPs
12:15 - 13:00
Direct lending: enhancing returns with junior debt
Hans-Peter Dohr,
Böerge Grauel,
John Schnabel,
Michael Small,
Nicole Waibel
- Examining the supply and demand for junior debt strategies
- What profile of investors are looking at this and how might this change in the coming years?
- Finding value across the capital structure in the quest for core-level return generation
Moderator: Hans-Peter Dohr, Founder & Managing Partner, Institutional Capital Associates
13:00 - 13:20
ESG Framework for selecting Private Debt managers
Jussi Tanninen
13:20 - 14:30
Lunch & networking break
PDI Germany Forum 2022
14:30 - 14:45
Private debt funds as a way to gain exposure to real estate: yields, business models, risk/reward profiles and risk mitigation
Monika Bednarz
14:45 - 15:15
Real estate debt resilience and revitalisation
Monika Bednarz,
Trevor Castledine,
Ralf Kind,
Jean-Baptiste Meyer,
Alexander Schmitt
- The market factors driving real estate opportunities across the capital structure in Europe
- Who, what, where and why? Assessing new entrants, acquisitions & established players in a revitalised European real estate credit market
- How real estate debt funds are meeting ESG demands with sustainability-linked loans
- Outside of Germany – where will GPs and LPs look elsewhere in Europe for real estate capital deployment?
Moderator: Monika Bednarz, Director, Lagrange Financial Advisory
15:20 - 15:50
Sourcing opportunity in special situations and distress in a post-Covid economy
Andy Thomson,
Cecile Davies,
Adam Philips,
Hans-Jörg Baumann
- Why LPs are increasingly looking to Europe’s private markets for special situation opportunities
- Inflationary pressures, predicted restructurings and other economic factors to consider
- Why might we see an uplift in distressed debt transactions in 2022?
- Regional approach – where is this opportunistic capital being deployed, and why?
15:50 - 16:30
Breaking down the market bifurcation
Nina Dohr Pawlowitz,
Eric Gallerne,
Patrick Suchy,
Reji Vettasseri,
Laust Johnsen,
Matthias Mathieu
- Does the broader trend of big-name managers dominating the debt market ring true in Germany and the DACH region?
- What might European LPs be missing out on by ‘playing safe’?
- What might a blueprint for success look like for emerging managers?
Moderator: Nina Dohr-Pawlowitz, Managing Director & Head of Fund Placement, DC Placement Advisors
16:30 - 16:50
Afternoon networking break
PDI Germany Forum 2022
16:50 - 17:20
Debate with drinks: Emerging income strategies – where does the true value lie?
Johnnie Barnett,
Hans-Jörg Baumann,
Adriana Oller,
Olya Klüppel,
Martin Munte
Our speakers will debate the merits of emerging income strategies for investors in private credit, including:
- Asset-backed strategies
- Private credit secondaries
- Equipment leasing
- Royalties
- Venture debt & growth capital
- NAV lending
Moderator: Johnnie Barnett, Director, The New Amsterdam Group
17:20 - 17:55
Audience roundtables with drinks
Jim Fisher,
Chandi Jethu-Ramkrishan,
Laust Johnsen,
Kristina Matthews,
Agnes Mazurek,
Daniel Roddick,
Catherine Zou
- Embracing infrastructure debt in your private credit portfolio facilitated by Agnes Mazurek, Senior Consultant
- Assessing supply & demand for private debt secondaries facilitated by Daniel Roddick, Founder, Ely Place Partners
- Evolving investor sentiments on unsponsored vs PE driven lending strategies facilitated by Laust Johnsen, Portfolio Manager, Partner, Capital Four
- Emerging markets private credit opportunities facilitated by Chandi Jethu-Ramkrishan, Head of EMEA Distribution, Edelweiss Alternative Asset Advisors
- Delivering impact through debt funds facilitated by Kristina Matthews, Head of Investor Relations & ESG, Brightwood Capital Advisors
- Valuations of private debt assets facilitated by Catherine Zou, Vice President – Portfolio Valuation, Kroll Advisory Ltd.
- Outlook for US direct lending lower middle market facilitated by Jim Fisher, Managing Director, Head of Private Credit, PineBridge Investments
Chandi Jethu-Ramkrishan
Head of EMEA Business Development, Edelweiss Alternative Asset Advisors
Read bio
17:55 - 18:00
Chairperson’s day 1 closing remarks
18:00 - 18:05
Close of day 1 & networking drinks reception
Agenda
PDI Germany Forum 2022 - Wednesday 18th
PDI Germany Forum 2022
08:30 - 09:15
Invite-only LP breakfast
Dalit Nuttall
09:15 - 09:30
Chairperson’s day 2 welcome address
Frank Dornseifer
09:30 - 10:10
The changing face of Europe’s private debt market
Alexander Bode,
Barbara Ellero,
You-Ha Hyun,
Ari Jauho,
Huy Nguyen
- How GPs and LPs are innovating their processes, operating models through the rise of tech & data
- What changes are we seeing in European distribution models, and why?
- Growth capital, specialty finance, SME lending and other emerging strategies that are taking hold
Moderator: Alexander Bode, Managing Partner, BB Alternatives
10:10 - 11:10
PDI Investment Committee
Dr. Gabriella Kindert,
Matthias Kirchgaessner,
Paolo Pendenza,
Amy Wang,
Jan Wiklund
Our PDI Investment Committee takes a look at three investment case studies from leading GPs across different regions in this unique interactive format.
Co-moderators: Gabriella Kindert, Board Member, Mizuho Bank and Matthias Kirchgaessner, Managing Partner, PLEXUS Research
11:10 - 11:30
Morning networking break
PDI Germany Forum 2022
11:30 - 12:00
EIF Private Debt Survey: Private Debt for SMEs
Dr. Helmut Kraemer-Eis,
Dr. Frank Lang
The European Investment Fund (EIF) Private Debt Survey results will be presented by EIF’s Research & Market Analysis.
Main topics:
- Private Debt for SMEs in Europe
- Market overview
- ESG considerations
EIF Research & Market Analysis publications are available here:
12:00 - 12:35
A new core infrastructure? How debt is providing security & opportunity for forward-thinking investors
Hans-Peter Dohr,
Philippe Benaroya,
Benjamin Walter,
Kees-Jan van de Kamp
- Fewer defaults and higher recoveries? Why infra debt is outperforming other strategies
- What market factors are causing current debt prices to be so attractive?
- Finding value across the capital structure in the quest for core-level return generation
- The big names and big launches flooding to market as the sub-asset class matures
Moderator: Hans-Peter Dohr, Founder & Managing Partner, Institutional Capital Associates
Kees-Jan van de Kamp
Senior Portfolio Manager, Infrastructure Investments, NN Investment Partners
Read bio
12:35 - 13:15
The merits of growth debt investments
Ian Milton,
Mustafa Dincer,
Mårten Vading
- Assessing supply and demand in for SME lending in the Mittelstand/mid-market
- Prospects and opportunities across differing regions and jurisdictions
- Differentiating and finding a balance between venture debt & growth capital
Moderator: Ian Milton, Founder, Mercia Capital Partners
13:15 - 13:30
Closing networking lunch
PDI Germany Forum 2022
13:30 - 13:35
Close of conference
Speakers confirmed for May 2022
For more information on speaking in 2022, please contact James Hatwell.
james.hatwell@peimedia.com | +44 (0) 20 3994 7961
Dr. Helmut Kraemer-Eis
EIF Chief Economist and Head of EIF’s Research & Market Analysis, European Investment Fund (EIF)
Dr. Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE/Lead Portfolio Manager, AllianzGI
Sponsorship opportunities in 2022
For more information on available sponsorship opportunities please fill in the enquiry form.
holly.j@peimedia.com | +44 (0) 114 551 3252
Pre-Event Resources
Network at the leading private debt event in Munich
Join the market-leading event in the DACH region and meet with 60+ active investors at this pivotal time for the private debt industry. Connect with institutional investors, fund managers, as well as the wider private debt community for two days of learning and networking.
The in-person networking experience
Gain access to the community
Network with active investors in debt strategies in the DACH region. Benefit from our expansive regional investor community who will be in attendance throughout the two day forum.
Network in-person in Munich
Connect in-person during roundtable discussions, networking breaks, panel Q&A, invite-only breakfasts and an evening drinks reception. Build lasting relationships and compare best practices with your peers.
Build a valuable private debt network
Network with active investors such as MEAG Munich Re, HVB Pension Fund, European Investment Fund, YIELCO Investments, Suva, PensionDanmark, City of Zurich Pension Fund, and many more.
Connect with active investors in debt strategies
Testimonials from attendees
BNY Mellon
Silvia Mischel, Director Institutional Sales
This is the best private debt conference in Germany, a must for GPs and LPs.
Apolis S.A.M
Ilya Gertsberg, Managing Director and CIO
Intimate experience, frank exchange, highly approachable participants
Prime Capital
Toni Quittschalle, Head of Manager Selection
Great to finally meet industry experts again in a not too big conference format!
Covid precautions
To help keep you and our colleagues safe, we have embraced the following principles to ensure the smooth running of our event portfolio, globally.
Planning and risk assessment
The PDI Germany Forum has a detailed plan and risk assessment in light of local government and health authority frameworks, now specific to the Covid pandemic. Our staff are working to event industry protocols to minimise and mitigate risk.
Entry requirements
We recommend that you take a lateral flow test 24 hours before attending the event to help keep you and your fellow attendees safe.
Cleanliness
PEI Media is working with our venue partners to ensure the highest standards of hygiene and cleanliness. This includes a deep clean pre-event and continuous sanitisation during the event, with a focus on high-contact areas such as lifts, staircases, door handles, restrooms and food and beverage delivery points.
Personal Protective Equipment (PPE)
Attendees and staff at all PEI events may be required to use items of PPE in accordance with local government and health authority regulations. This could include wearing a face covering, the use of gloves and/or face screens in certain parts of the venue.
Contactless
Where possible PEI Media will encourage attendees to minimise their contacts. This includes the event registration process and also contact between attendees. PEI Media encourages all attendees to avoid close social contact such as hand-shakes and to find digital alternatives to exchanging details rather than business cards.
Attendee numbers and density
PEI Media will assess and manage in line with local government and health authority mandates the number of delegates in the event space and the flow of attendee traffic in and out of plenary and break-out rooms and around exhibition rooms and other meeting spaces.
Personal hygiene
In tandem with venue measures, PEI Media encourages attendees to take full advantage of hand sanitisation stations around the venue.
Track and trace
We will work with local authorities as required to track, trace and contact attendees in line with the applicable privacy legislation.
Medical
Qualified first-aid staff will be ready to assist anyone falling ill for whatever reason. In the event of any attendee suffering Covid-related symptoms, the PEI Media team will follow local health guidance in ensuring the safety of all participants.