2020 Agenda

Thursday 25 June at 15:00 BST

Overview of a Changed Market - Opportunities and Challenges

• What types of deals are being done?
  
• Analysis of sectors – what opportunities are coming out of
  
• the crisis? How to avoid jumping on a fad
  
• Overview of fund finance options
  
• New players in debt – are traders likely to take advantage
  
• of the economic climate
  
• Future forecast – what will the next few months bring
  

Chair: Talya Misiri, Editor, Real Deals

Kenneth Borton, Managing Director, H.I.G. WhiteHorse

Brett Hickey, Founder & CEO, Star Mountain Capital

Stuart Hawkins, Director, Ardian

Vivian Ngan, Director, EQT Partners

Thursday 2 July at 15:00 BST

What GPs are Asking for? Impact of the Current Climate on Debt Requirements

• What funds are available?
  
• What debt is available?
  
• What to do when value is down, and money is needed
  
• Building relationships – working with one or more debt providers
  
• Getting the best results when working with business support
  

Chair: Simon Thompson, Senior Reporter, Real Deals

Ian Sale, Senior Director, Leveraged Finance, HSBC

Richard Coldwell, Director, British Business Investments

Neale Broadhead, European Head of Private Debt, CVC Credit Partners

Johan Hultner, Managing Partner, ARCOS Capital Partners

Thursday 9 July at 15:00 BST

Assessing Changes in Fund Structures and Debt Models

• Assessing changes to fund structures and debt models given market changes – ABL, distressed debt and beyond
  
• Overview of fund level debt, fund finance, preferred equity and credit funds
  
• Are volumes available at the same levels?
  

Chair: Talya Misiri, Editor, Real Deals

Adriana Oller Astor, Partner & Founder, Resilience Partners

Tuesday 14 July at 15:00 BST

LPs and Private Debt Allocation – Where Does Debt Sit on the LP Radar?

• How long has fundraising been on hold – getting back to business
  
• Are LPs still allocating to new debt funds or are new commitments on hold?
  
• Will LPs still expect distributions before making new commitments?
  
• How/when does the denominator effect come into play for debt funds?
  
• Does resource/workout infrastructure sit higher on the list of priorities for investors post-CV19
  
• Is there appetite for LPs to lean in more aggressively as credit supply tightens and terms improve?
  

Chair: Sam Birchall, Reporter, Real Deals

Ramesh Yesodharan, Head of Credit Strategy, Sumitomo Mitsui Trust Bank

Antoine Josserand, Partner, Head of Business Development, Pemberton Capital Advisors

Paul Shea, Managing Partner, Beechbrook Capital

Reji Vettasseri, Lead Portfolio Manager, Decalia

Thursday 23 July at 15:00 BST

Refinancing

• What is the overarching appetite and willingness of lenders to offer same or similar terms as before?
  
• Working with your current lender restructuring/payment holidays – making sure you get the money to move forward
  
• How to get the best agreement for both sponsors and debt providers
  
• Analysing the details around debt term sheets, covenants and security
  

Chair: Alice Murray, Editor, The Drawdown

Matt Harvey, Managing Director, Head of Direct Lending, PGIM Private Capital

Matthias Mathieu, Managing Partner, Bright Capital

Ralph Betz, Managing Director, Credit Fund, EQT Partners

Markus Geiger, Head of Private Debt, ODDO BHF Asset Management