Private Debt
Investor
Investor
Investor Day Virtual Experience
23 March 2021,
Virtual Event, GMT timezone
Connect with leading investors across Europe
PDI Investor Day will run as an exclusive, one-day virtual event designed to educate and connect 60+ LPs actively investing in private debt.
With content geared solely towards investors, they will have the opportunity to participate in deep-dive working group discussions on tailored topics; after hearing from market leaders in informative panels, presentations and case studies.
Lead sponsors
Sponsors
Why should you attend?
Connect with 60+ Investors
Join over sixty pension funds, insurers, family offices and investors giving you the opportunity to hear from and talk to like-minded individuals from Europe and further afield.
Hear from market leading GPs
A select number of GPs will be contributing to the agenda, sharing their expertise on key trends in the market. Hear from them during our opening panel, and within our unique interactive case study session, where they’ll share exclusive details of investment transactions carried out.
Engage and contribute to the discussion
One of the main features of the forum is our virtual working group discussions. You can choose sessions that is most relevant to your role, and join a private, candid discussion with 10-15 fellow LPs and market experts, giving you the opportunity to share your thoughts and forge relationships amongst your peers.
Investors registered to attend include:
Speakers include
Agenda
PDI Virtual Investor Day 2021 - Tuesday 23rd
Plenary
09:25 - 09:30
PDI Virtual Investor Day 2021 Welcome Address
09:30 - 10:20
State of play: the private debt market in the post-recession era
Sabrina Fox,
David Brooks,
Peter Glaser,
Emma Haight-Cheng,
Greg Racz
Opening Panel
- What will we see in regards to deployment of capital for the rest of 2021 and beyond?
- How have GPs innovated and adapted to best position themselves in the market?
- Does direct lending still reign supreme in the mid-market and wider debt landscape?
- Where in the market does true potential lie to take advantage of?
Moderator: Sabrina Fox, Chief Executive Officer, European Leveraged Finance Association
10:20 - 10:25
Stretch Break
Plenary
10:25 - 11:15
How are LPs looking to sustainably grow their private debt portfolio in 2021 and beyond?
Dalit Nuttall,
Marco Busca,
Abhik Das,
Prasun Mathur,
Orla Walsh
Investor Panel
- How much appetite is there for growth this year when it comes to private debt investment allocation for investors?
- Challenges overcome and lessons learnt in the wake of the pandemic and subsequent downturn
- The obstacles that private debt investors face when positioning their portfolios in anticipation of an inflationary economic future
- Which niche debt products will gain most traction over the coming months with LPs?
Moderator: Dalit Nuttall, Principal, West Valley Capital
11:15 - 11:30
Stretch Break
Plenary
11:30 - 13:00
PDI Investment Committee
Matthias Kirchgaessner,
Dr. Gabriella Kindert,
Andrea Pescatori,
Bart Schenk,
Rafael Calvo,
Marc Spangenberg
The PDI Investment Committee, made up of an independent board and four GPs, will take us through case studies of investment transactions, and debate their merits, giving you the chance to vote for which ones you’d invest in.
This will be followed by the ‘advisory board’, where you can join the committee on Zoom and ask them your questions.
Networking
13:05 - 13:25
Investor Speed Networking
Streamed Working Groups
13:30 - 14:45
Working Group A: Achieving your ESG goals as an investor
This working group discussion will cover: holding your managers to account over ESG metrics and demanding strong alignment; using pre-deal due diligence and covenants to your advantage; focusing on the ‘S’ within the credit fund selection process; measuring ESG risk; decision-making in divesting or restricting investment; avoiding conflicts and considering returns as an ESG-aware LP; and much more.
Hosted by MV Credit & Natixis
13:30 - 14:45
Working Group B: Seizing your opportunity with distressed & special situation investments
This working group discussion will cover: key characteristics of these investment vehicles that make them an attractive proposition right now; evolving LP appetite for them; which sectors are particularly appealing; how they can add diversification to your debt portfolio; and much more.
Hosted by MGG Investment Group
13:30 - 14:45
Working Group C: Data & transparency: getting what you need from your fund manager
This working group discussion will cover: information sharing between GPs and LPs in the digitalised era; ESG transparency; what data should be prioritised; the role that covenants will continue to play; how transparency has been impacted by Covid; and much more.
Hosted by bfinance
14:15 - 15:00
Stretch Break
Streamed Working Groups
15:00 - 16:15
Working Group D: Sustainably growing your portfolio exposure to real asset debt & asset-based lending
This working group discussion will cover: how different real asset debt products have fared and evolved since the downturn; which assets have the most inflation-proof characteristics for the future; what bucket they fall in for LP portfolios; the merits of niche but growing assets like royalties; risk-return profiles, leverage and other aspects of asset-based lending for LPs to be aware of; and much more.
Hosted by EnTrust Global
15:00 - 16:15
Working Group E: Exploring secondaries: how private debt is catching up quickly
This working group discussion will cover: why 2020 was a breakthrough year for private debt secondaries; how seriously these strategies are being considered by LPs; why distressed funds and those nearing end of life with underperforming assets can provide opportunity; the obstacles that persist for secondaries in private debt; and much more.
Hosted by Tikehau Capital
15:00 - 16:15
Working Group F: What the future holds for infrastructure debt in 2021 and beyond
This working group discussion will cover: current and future investor confidence in infrastructure debt strategies; what might be considered as infrastructure assets in the near future; whether debt investors be provided with opportunities as the definition broadens; how things like energy transition and digital infrastructure development will impact infrastructure debt investments; how investors should evaluate strategies in the current market and what they should take account of in the future; and much more.
Hosted by AMP Capital
Plenary
16:15 - 16:30
Closing remarks & conclusions
16:30 - 16:30