Bundesverband Alternative Investments e.V. (BAI)

  1. Homepage
  2. Events
  3. BAI Private Debt Symposium
  4. preliminary agenda

preliminary agenda

Presentations, among others, on:

Why Lower Middle Market Lending in Europe and the US can present better risk adjusted returns compared to other market segments.
The presentation will assess the Direct Lending Markets in Europe and the US. Focusing on the lower middle market, explain key elements relevant to the regional markets and highlight differences to the (upper) middle and large cap section of the direct lending universe.

Alternative Credit – Fixed Income Replacements, Direct-to-the-Borrower, Capital Solutions

Regulatory and tax/structural developments at fund and investor level

Beyond direct Lending - Exploring private lending across different asset classes

ELTIF fund of funds for private debt 

Real estate loans in the crisis - strategies and effective solutions

Using a current case study, we discuss the legal and regulatory challenges faced by the parties involved, including possible solutions, and present a solution matrix.

Sponsored mid market vs. banks and upper middle market

  • DACH market  vs. Rest of Europe
  • Winner takes it all vs. Clubs

How to diversify a Real Estate Debt portfolio

How to mitigate liquidity risk in Evergreens with PD Co-Investments?

  • Benefits and risks of Evergreens
  • Private Debt Co-Investments in Evergreens
  • Industry Outlook

Infrastructure Debt: A Solution to the Energy Transition Challenge

 

Panel discussion, among others, on:

Investor panel

How can investors build up efficient and diversified exposure and what access routes are there?

  • DACH LMM Direct Lending

US vs. European Market: The next phase in energy transition

Sponsored vs. non-sponsored direct lending

  • How to approach origination challenges?
  • risk-reward set for investors
  • role in LPs portfolios
  • how do lenders approach challenges to sponsorless transactions?

US vs. European Mid Market Direct Lending

  • Direct Lending 2.0, what are the major drivers?
  • Shift to evergreen vehicles (open-end structures)
  • new retail & wealth channels
  • secondaries market growth
  • GP-LP level NAV facilities and fund financing

The next cycle in a golden age of private credit? Opportunities and Challenges ahead

  • re-frame the notion of the “Golden Age” for direct lending
  • has PD yet to experience a full market cycle?
  • impact of higher rates on future performance
  • are historic recovery rates sustainable? 

The Importance of sponsor relationships

  • Lessons learned in exchange with management teams of portfolio companies
  • Lower vs. upper mid market and large cap companies
  • Winter is coming: Differences between Northern and Southern Europe
  • Opportunities and challenges in Private Credit in 2025 

Fireside chats, among others, on:

NAV facilities and fund financing as a major driver of a direct lending 2.0 market?

Opportunistic credit strategies and credit specialties

to top