
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
Agenda
PDI Germany Forum 2022 - Tuesday 17th
Registration
PDI Germany welcome address
Chairperson’s opening remarks
Building on the bounce-back: harnessing private debt’s momentum
- 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






US opportunities for DACH investors: finding value in the lower mid-market
- 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
Investor allocation across the DACH market in a high-risk environment
- 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 bioMorning networking break
How debt managers must move with the times: continuing ESG & impact integration on the continent
- 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






Direct lending: enhancing returns with junior debt
- 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





ESG Framework for selecting Private Debt managers

Lunch & networking break
Private debt funds as a way to gain exposure to real estate: yields, business models, risk/reward profiles and risk mitigation

Real estate debt resilience and revitalisation
- 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





Sourcing opportunity in special situations and distress in a post-Covid economy
- 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?
Breaking down the market bifurcation
- 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






Afternoon networking break
Debate with drinks: Emerging income strategies – where does the true value lie?
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





Audience roundtables with drinks
- 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




Chairperson’s day 1 closing remarks
Close of day 1 & networking drinks reception
Agenda
PDI Germany Forum 2022 - Wednesday 18th
Invite-only LP breakfast

Chairperson’s day 2 welcome address

The changing face of Europe’s private debt market
- 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





PDI Investment Committee
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





Morning networking break
EIF Private Debt Survey: Private Debt for SMEs
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:
A new core infrastructure? How debt is providing security & opportunity for forward-thinking investors
- 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 bioThe merits of growth debt investments
- 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
Closing networking lunch
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

Johnnie Barnett
Partner, The New Amsterdam Group

Hans-Jörg Baumann
Partner, Stepstone Group

Monika Bednarz
Executive Director, Lagrange Financial Advisory

Philippe Benaroya
CEO & Managing Partner, Generali Global Infrastructure

Trudi Boardman
Managing Director, Cambridge Associates

Alexander Bode
Managing Partner, BB Alternative Partners

Stephan Caron
Head of European Private Debt, BlackRock

Trevor Castledine
Senior Director, Head of Private Credit, bfinance

Abhik Das
Managing Director, Head of Private Debt - Golding Capital Partners

Cecile Davies
EVP & Portfolio Manager, Credit Opportunities

Mustafa Dincer
Founder, MD Advisors

Hans-Peter Dohr
Founder & Managing Director, ICA - Institutional Capital Associates

Nina Dohr Pawlowitz
CEO & Head of Fund Placement, DC Placement Advisors

Frank Dornseifer
Managing Director, Bundesverband Alternative Investments

Barbara Ellero
Partner – Head of Private Debt, Anthilia Capital Partners SGR

Jim Fisher
Managing Director, Head of PineBridge Private Credit, PineBridge Investments

Eric Gallerne
Managing Partner - Private Debt, Eurazeo

Böerge Grauel
Managing Director, YIELCO Investments

You-Ha Hyun
Principal, Perpetual Investors

Philip Jacobs
Director Quantitative Structuring and Credit, Aquila Capital Management

Jin-Hyuk Jang
International Counsel, Debevoise & Plimpton

Ari Jauho
Partner, Chairman, Certior Capital

Chandi Jethu-Ramkrishan
Head of EMEA Business Development, Edelweiss Alternative Asset Advisors

Laust Johnsen
Portfolio Manager, Partner, Capital Four Management

Ralf Kind
Head of Real Estate Debt, Edmond de Rothschild Real Estate Investment Management

Dr. Gabriella Kindert
Independent Board Member, Neptune Leasing, a.o.

Matthias Kirchgaessner
Managing Partner, PLEXUS Research GmbH

Olya Klüppel
Partner, Head of Credit, GP Bullhound

Dr. Helmut Kraemer-Eis
EIF Chief Economist and Head of EIF’s Research & Market Analysis, European Investment Fund (EIF)

Jiří Król
Deputy CEO, Global Head of Government Affairs, AIMA

Dr. Frank Lang
Senior Manager at EIF’s Research & Market Analysis, European Investment Fund (EIF)

Daniel Leger
Managing Director, MGG Investment Group

Vincent Lemaitre
Head of ESG for private debt, Tikehau Capital

Luz Martinez
Sustainability Manager, ILX Fund

Matthias Mathieu
Managing Partner, Bright Capital

Kristina Matthews
Managing Director, ONEX

Agnes Mazurek
Head of Product Innovation, APEX Group

Jean-Baptiste Meyer
Senior Vice President & Portfolio Manager, PIMCO

Ian Milton
Founder, Mercia Capital Partners

Martin Munte
Head of Investor Relations and Fund Raising, EMEA, 17Capital

James Newsome
Managing Partner, Arbour Partners

Huy Nguyen
Head of Private Debt, Teylor Capital

Dalit Nuttall
Principal, West Valley Capital

Adriana Oller
Founder and Partner, Resilience Partners

Alexander Ott
Managing Director, Partners Group

Paolo Pendenza
Head of Private Debt – Alternative Asset Management, Equita Capital SGR

Adam Philips
Partner, Head of DM Special Situations, BlueBay Asset Management

Daniel Roddick
Founder, Ely Place Partners

Alexander Schmitt
Senior Portfolio Manager, Allianz Global Investors

John Schnabel
Managing Director & Chief Investment Officer, ONEX FALCON

Priscilla Schnepper
Diversified Debt Funds Investment Manager - European Investment Fund

Dr. Sebastian Schroff
Global Head of Private Debt, Allianz Investment Management SE/Lead Portfolio Manager, AllianzGI

Helene Schutrumpf
Director, Ely Place Partners

Sven Seppeur
Senior Investment Manager Private Markets, Feri Trust

Howard Sharp
Head of Origination, Direct Lending, Alcentra

Michael Small
Partner, Credits & Markets, KKR

Patrick Suchy
Head of Credit, Private Markets, HSBC Alternatives

Jussi Tanninen
Head of Private Debt and Real Estate, Mandatum Asset Management

Andy Thomson
Senior Editor, Private Debt Investor

Sina Timm
Private Debt Lead, Viridium Group

Mårten Vading
General Partner, Kreos Capital Management

Kees-Jan van de Kamp
Senior Portfolio Manager, Infrastructure Investments, NN Investment Partners

Reji Vettasseri
Lead Portfolio Manager, DECALIA SA

Nicole Waibel
Managing Director, Crescent Credit Europe

Benjamin Walter
Portfolio Manager, Allianz Global Investors

Amy Wang
Managing Director, Head Credit Strategies, Blue Earth Capital

Tricia Ward
Head of Private Markets, Redington

Jan Wiklund
Managing Partner, Armada

Catherine Zou
Vice President-Portfolio Valuation, Kroll Advisory Ltd.
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.