PDI Virtual 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.
Connect with 60+ Investors
PDI Virtual Investor Day has been exclusively put together for asset owners investing in private debt. The audience and working groups will be made up of 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 on 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 them 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:
Day 1 - Tuesday 23rd
PDI Virtual Investor Day 2021 Welcome Address
State of play: the private debt market in the post-recession era
- 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?
How are LPs looking to sustainably grow their private debt portfolio in 2021 and beyond?
- 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?
PDI Investment Committee
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.
Investor Speed Networking
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.
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.
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.
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.
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.
Working Group F: Re-imagining LP risk management in the post-Covid era
This working group discussion will cover: whether more established LPs have outdated risk management frameworks; how they’re impacting investors’ ability to take advantage of opportunistic vehicles; duration, returns – what to consider when re-designing your risk strategy; whether ESG is changing the way risk is perceived; how to benchmark with a lack of data; how embracing re-imagined risk management could define a new era for private debt; and much more.