8:00am | ‘Meet the Allocator’ Breakfast Roundtables (GP only)
Start your Summit with by joining an exclusive roundtable discussion led by an investor and ACC teammember. LPs share allocation insights in a relaxed setting, while GPs gain a clearer view of investorpriorities and engagement strategies.
9:15am | Panel One | State of the Private Credit Union in 2025
Our annual senior industry leaders’ insights of the global private credit market in 2025, reflecting the impact of tariff reform, interest rate dynamics, geopolitical risk, and growth of private credit across regions and asset classes.
Discussion Points:
- How private credit is weathering current economic conditions
- How deal structures and pricing are responding
- Regional outlook: US, Europe, and emerging markets
- Key risks and opportunities for the next 12–18 months
10:00am | Masterclass Sessions - Part One
Session A – Infrastructure Debt
Focus on how infrastructure debt fits within private credit portfolios amid energy transition, ESG priorities, and long-term trend of increased private sector investment in infrastructure.
Discussion Points:
- Resilience of infrastructure assets in down cycles
- Regulatory support and public-private partnerships
- Opportunities in green and digital infrastructure
- Risk considerations: duration, inflation, and political risk
Session B – Private credit data management and analysis
A data-driven session offering insights on market size, performance, flows, and manager trends drawn from proprietary and public datasets.
Discussion Points:
- Fundraising trends by strategy and region
- Default rates and recovery trends
- Manager dispersion and fee benchmarking
- LP allocation behaviors and pipeline visibility
Session C – SRT: State of the Market in 2025 and what to Expect in 2026
Exploring Significant Risk Transfer (SRT) markets and how banks and investors are using these transactions to optimize capital allocation and de-risk balance sheets.
Discussion Points:
- Regulatory developments (CRR III, Basel IV)
- Structuring innovations and pricing trends
- Risk-sharing dynamics and investor appetite
- Outlook for synthetic securitisations
11:00am | Private Credit and Defence: Mutual Knowledge and Understanding
- Overview of the defence sector and current market structure.
- The different needs for financing and investments of the different segments of the sector: primes, SMEs, start-ups.
- Potential policy reforms to ease defence industry finance challenges and mobilise private capital.
11:35am | Panel Two | Asset-Based Lending: Private Credit with Collateral-Backed Confidence
A deep dive into asset-based lending (ABL) trends, highlighting how collateralised structures are driving investor confidence and expanding credit strategies.
Discussion Points:
- Growth of ABL across industries and geographies
- Risk mitigation via collateralisation
- Regulatory developments impacting ABL
- Innovations in structuring and monitoring collateral
12:15pm | Fireside Chat: Real Estate Debt: Attractions of Private Credit in an Uncertain Market
A market update on real estate-backed private credit, with a focus on the areas of the market where private credit is most active, the product they are typically offering to borrowers and key questions for any investor considering this asset class.
1:20pm | In Conversation with the Chair of the Alternative Credit Council
An introductory session with the newly appointed Chair of the ACC, sharing their vision for the Council and priorities for the private credit community.
Discussion Points:
- Strategic direction and new initiatives
- Key advocacy areas for 2025
- Collaboration across the global credit ecosystem
- Member engagement and feedback
1:45pm | Panel Three | Products Vs Solutions: What is it that LPs want from their GPs?
An LP-centric discussion about the evolution from traditional fund products to tailored solutions that meet specific portfolio objectives.
Discussion Points:
- Are LPs demanding more customization?
- Co-investments, SMAs, and hybrid strategies
- GPs’ ability to deliver outcomes vs. performance
- Fee structures and alignment of interests
2:35pm | Masterclass Sessions – Part Two
Session A - Evergreen structures
Session B - Trends in Fund Financing
A look at the latest fund-level leverage solutions and how they’re evolving to support liquidity, working capital, and investment flexibility.
Discussion Points:
- NAV-based lending and subscription lines
- Lender appetite and pricing dynamics
- Regulatory scrutiny and transparency
- Use cases across strategy types
Session C - AIFMD II: Getting Ready for Implementation -
Practical guidance on preparing for the revised requirements of the Alternative Investment Fund Managers Directive on Loan Originating Funds
3:35pm | Fireside Chat: Stimulating Growth in Europe
European regulators share updates and insights on how policy and supervision are adapting to support the sustainable growth of private markets and how this fits within their mandates.
4:05pm | Panel Four | Evolution of the UK Pensions Market
Exploring how reforms of the UK pension sector are reshaping private credit allocations and how these trends will develop in the next few years.
Discussion Points:
- The UK government’s reform agenda and implications for the UK pensions market
- Appetite for illiquid alternatives and practical challenges for UK pensions
- What the LP community would like to see from GPs
