2019 Agenda
Breakfast Roundtables
By invitation only - if you are interested in joining a roundtable please contact ukmmdebt@realdealsmedia.com
Registration
Chairs opening remarks
Nicholas Neveling, Editor, Real Deals
Economic Outlook Presentation
Private Debt: Where are we Now and What does the Future Hold?
- A round-up of 2019 to date
- What are investors thinking about private debt and why do they allocate to the asst class?
- What challenges are we seeing?
- What can we expect to see in the rest of the year, into 2020 and in the longer term?
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?
Chair: Nicholas Neveling, Editor, Real Deals
Callum Bell, Head of Lending: Growth & Acquisition Finance, Investec Bank
Graeme Delaney-Smith, Co-Head of European Direct Lending, Alcentra
Stuart Hawkins, Director, Ardian
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
- What do banks look for in private equity partners and vice versa?
- In an increasingly digital world, how important are people and relationships in the lending process?
Chair: Nicholas Neveling, Editor, Real Deals
Deepesh Thrakar, Senior Director, Debt Finance, OakNorth
Miral Patel, Investment Director, Literacy Capital
Logan Naidu, Founder and CEO, Dartmouth Partners
Networking and Coffee Break
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
- Investigating differing approaches of banks and funds to distressed credit situations
- Examining changes to covenant tends and regulations impacted by the mature of the credit cycle
- Where will an economic downturn leave lenders and their distribution of market share?
- Learning from history(?) - Investigating parallels between the current credit environment and market conditions of the late 2000s
- How and whether to prepare for the next downturn after a period of uninterrupted growth
Chair: Talya Misiri, Deputy Editor, Real Deals
Neale Broadhead, Senior Managing Director, CVC Credit
Jon Herbert, Managing Director, Beechbrook Capital
Nakul Sarin, Managing Director, EQT Partners
Trevor Williams, Professor, University of Derby & TWC consultancy
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?
Chair: Nicholas Neveling, Editor, Real Deals
Phil Edmans, Partner, Inflexion Private Equity
François Lacoste, Managing Partner, Idinvest Partners
Chris Price, Partner, Mobeus Equity Partners
Lunch
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
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
Chair: Karim Flitti, Partner, Chief Executive Officer, Credit Capital Partners
Claire Madden, Co-Founder & Managing Partner, Connection Capital
Matteo Squilloni, Principal, European Investment Fund
Ramesh Yesodharan, Head - Credit Strategy, The Sumitomo Mitsui Trust Bank