8:15am | Allocator breakfast
Join us for an exclusive breakfast before the Summit begins where we will be hosting small group roundtable sessions led by an investor and a member of the ACC team. These moderated conversations provide an opportunity for LPs to discuss their allocation process with pre-registered delegates in an informal setting.
The breakfast roundtables are particularly useful for GPs understanding of investors’ processes, priorities and how to best engage with both.
Pre-registration is required and places are limited. The 'meet the allocator' breakfast is open to Summit registrants.
Roundtables led by:
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Sanjay Mistry, Head of Alternative Credit, Pension Protection Fund
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Michael Oliver Weinberg, Special Advisor, The Tokyo University of Science’s Endowment
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Andrew John, Investment Director, Credit & Fixed Income, Local Pensions Partnership Investments
9:15am | Panel 1 | Industry leaders: Steering private credit towards the next trillion
Join industry leaders as they discuss whether private credit has met investors’ expectations in 2024, how the structure of the market is evolving and the key questions for private credit funds seeking to stay ahead of their peers.
10:30am | Breakout sessions PART I
Breakout A : Fund Finance Current Market Practices and Trends
This session will focus on the key drivers behind current practices and trends in the increasingly evolving landscape of fund finance, including:
• market conditions
• fund strategies
• legal considerations
Breakout B : Carried Interest for Private Credit Funds
Breakout C : Tailored Solutions in Credit Strategies
This session will focus on tailored mandates in credit strategies, covering trends and common issues including:
- Trends and drivers in demand for customization of credit strategies
- Structure solutions
- Key legal and operational challenges
- Common negotiation issues with investors
11:25am | Fireside chat | The GC perspective
Listen to our leading General Counsel’s on what a typical day involves, the challenges facing their firms as well as how they deal with the increasing scrutiny of regulators.
11:50am | Panel 2 | Operational infrastructure and portfolio monitoring
Investors are increasingly focusing on operational capacity and portfolio monitoring capabilities when assessing prospective allocations. Our panel discussion will explore how private credit managers are meeting this challenge and what infrastructure they are putting in place to support future growth.
2:00pm | Panel 3 | Marketing in the ‘golden age’ of private credit
Hear from leading IR practitioners on current fundraising trends including what is influencing LP allocation process and ticket sizes, LP expectations around communication and transparency, as well as the private credit strategies attracting the most interest.
2:45pm | Breakout sessions PART II
Breakout D : Trends in Valuation Practices in an Ever-Changing Environment
During this session, we explore:
• The key areas of concern as highlighted by regulators given the shift in interest to private credit by retail investors
• The additional considerations for private credit managers looking at open-ended structures for retail investors
• What do investment managers see as key challenges with this evolution, on the valuation side?
Breakout E : ESG Data Collection and Reporting
This session will focus on opportunities and challenges faced by debt investors when it comes to ESG data collection and reporting, including:
• ESG reporting trends for credit strategies
• Ideals vs. Reality of ESG data collection
• Why ESG data should drive credit spread.
Breakout F: Insurance Investment-Related Developments
This session will provide a high-level overview of key policy changes in insurance regulation from an investment perspective. The topics that will be covered include:
- The NAIC's new bond definition, the ability to override credit ratings, and capital charges for ABS.
- Key changes in UK and EU insurance regulation that will impact investment managers.
4:25pm | Panel 4 | Tokenisation and private credit
This session will focus on the intersections between de-fi and trad-fi and how tokenisation is changing the way private credit managers run their business, the products they market and the way they raise assets.
