|10:45||Panel: reaching for the stars
The four biggest managers in European direct lending discuss the state of the market
|11:30||Primer: unregulated fund structures
A major shift is underway from regulated to unregulated fund structures. This is what you need to know.
|11:45||Panel: how I learned to stop worrying and love leverage
External leverage has become a critical part of the European direct lending market, and CLO structures are coming back. What options are now available for managers, and what are the traps for the unwary?
|13:30||Panel: how to pick a direct lending manager
Investors and consultants share their tips on how to pick the winning funds out of the crowd.
|14:15||Presentation: Germany gets hot
Long-ignored by the direct lending market German SMEs are now the hottest ticket in town.
|14:30||Panel: when private debt becomes private capital
As traditional barriers between debt and equity investments blur a new phrase is creeping into the market- private capital. What do these new structures look like, and is this a positive or negative for investors?
|15:45||Panel: travelling lite
Cov-lite has finally made its way into the European direct lending market. What does that mean for sponsors, managers and investors?
|16:30||Presentation: looking to Asia
Is the European opportunity now played out? What are the risks of looking east for better returns?
|16:45||Panel: twist, stick or fold
Back by popular demand, four managers are given four challenging (theoretical) financings. Will they twist, stick or fold?