2019 Agenda

Breakfast Roundtables

• Responsible Investment Policies
• Buy-and-build and its impact on the debt market
• Considering tax issues and mitigating possible impact on returns
  

Registration

Chairs opening remarks

Economic Outlook Presentation
Trends to Watch – Tracking Changing Deal Volume and Fund Sizes

Tom Carr, Head of Private Debt Products, Preqin

Panel Discussion
Blurred Lines – Examining a Changing Competition Landscape

• Discussing the future of regulation for the Private Debt Market and how this will alter the competition landscape
• Identifying permanent and temporary markets for direct lenders
• From fixed product to case-by-case: Tracking the rise of agile lenders and the necessity of bank flexibility
• Collaboration as a mean of levelling the playing field and reinstating repayment hierarchies through PIK and beyond
  
• Managing increasingly borrower friendly terms – How far can and should lenders go?

Callum Bell, Head of Lending: Growth & Acquisition Finance, Investec Bank

Mark Brenke, Head of Private Debt, Ardian

Graeme Delaney-Smith, Co-Head of European Direct Lending, Alcentra

Ian Sale, Senior Director, HSBC

Case Study Presentation

Taking a Leaf out of the Private Equity Playbook

• Assessing the impact of applying aspects of the private equity model to lending
• practise
• Taking an in-depth look at borrower experience, challenges and success in a recent
• transaction
• Striking a balance between digital and personal aspects of the lending process
• Challenge and opportunity: preparing for the future and mitigating risks to excel

Stuart Blair, Director, Debt Finance, OakNorth

Panel Discussion
Anticipating the Downturn of the Credit Cycle

• Assessing changes to fund structures and preferred debt models in the face of uncertainty – ABL, distressed debt and beyond
• How and whether to prepare for the next downturn after a period of uninterrupted growth
• Where will an economic downturn leave lenders and their distribution of market share?
• Are we seeing increased lending due to long-term stability and assumed low volatility again, which so intensely impacted the market in the late 2000s?
• Discussing changes to strategy with a view to the expected downturn

Jon Herbert, Managing Director, Beechbrook Capital

Nakul Sarin, Managing Director, EQT Partners

Trevor Williams, Professor, University of Derby & TWC consultancy

​Networking and coffee break

Panel Discussion
Discussing GP-priorities and the Impact of the Economic Climate on Debt Requirements

• In an uncertain and changing economic climate, what are GPs looking for in a debt provider?
• Positioning yourself in preparation for Brexit – the significance of international activity and its impact on strategy
• Investigating continental lending and legal environments and differing competition landscapes
• What is the attitude of GPs towards relationship lending in an increasingly competitive market with agile lending solutions?
  
• Price vs. certainty – where do GP priorities lie and why?

Michael Butler, Investment Director, ECI Partners

François Lactose, Managing Partner, Idinvest Partners

Chris Price, Partner, Mobeus Equity Partners

Advisor Info Session
The 5 Key Things you should know about Leverage Finance in 2020

• The very latest new structures and technology
• How to maximise the impact of refi’s, recaps and precaps
• Watching out for slip ups
• Strengthening lender relationships, even when things get tough
• Getting the very best out of your advisors.

Chris Skinner, Partner - Head of UK Debt & Capital Advisory, Deloitte

Lunch

Case Study Interview

• Investigating the fundraising story behind successful big-ticket transactions
• Examining the strategy behind the deal
• Utilising relationship lending to increase deal size and profitability

Investor Discussion
Investigating Market Realities and LP Appetites towards Private Debt Allocation

• Investigating LP appetite to new strategies and asset allocation efforts in order to obtain adequate risk rewards
• Looking at emerging managers, strategies and niche plays
• How the looming change in the economic cycle influences LP asset allocation plans
• Investigating new and differentiated fund lending opportunities
• Discussing the emergence of Private Debt Fund of Funds

Karim Flitti, Partner, Chief Executive Officer, Credit Capital Partners

Matteo Squilloni, Principal, European Investment Fund

Expert Presentation
Private Debt Track Record – Learning from the Past and Looking Ahead

• What credit environment are we moving into and how will that change things?
• Examining the changes to covenant trends and regulations which shape the market

Chair’s Closing Remarks & End of Conference