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.

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Andrew John

Investment Director, Credit & Fixed Income, LPPI

 

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
David Cooper preside

David Cooper

Executive Director, Head of EMEA and Australian Infrastructure Debt Investments, IFM Investors

Wei Zhang preside

Wei Zhang

Snr Governance and Investment Specialist, TfL Pension Fund

Session B – Private credit data management and analysis:

This session will cover how private credit managers are using data management and analysis to better serve clients and gain an edge.

Discussion Points:

  • Trends in client reporting
  • Best practices and lessons learned around system integration
  • Risk management and early warning systems in a volatile market
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Piyush Singhi

Senior Managing Director, Credit and Private Funds, Indus Valley Partners

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.
Eva Axelsson preside

Eva Axelsson

Chief Sustainability Officer and Head of Group Sustainability, Saab

Peter Dahlen preside

Peter Dahlen

Partner, Global Co-Head of Leveraged Finance, Clifford Chance

 

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
Michael Cai preside

Michael Cai

Managing Director, Sculptor Capital Management

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Alice He

Senior Investment Director, Universities Superannuation Scheme (USS)

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Alan Ross

Senior Vice President | Manager Research, Redington

 

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 | Afternoon Remarks

 

1:25pm | Views from the Board of the Alternative Credit Council

 

1:50pm | 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
Conor O'Daly Preside

Conor O'Daly

Director - Capital Markets, Metrics Credit Partners

 

2:35pm | Masterclass Sessions – Part Two

Session D - Evergreen Structures: Lessons in Liquidity Management

Session E - 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 F - 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.

Lee Foulger preside

Lee Foulger

Director of Financial Stability, Bank of England

 

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
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Mike Ambery

Retirement and Savings Director, Standard Life

Derry Pickford preside

Derry Pickford

Partner and Global Head of Investment Strategy and Economics, Aon