Bundesverband Alternative Investments e.V. (BAI)
Vorträge, u.a. zu:
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
Aufsichtsrechtliche und steuerliche/ strukturelle Entwicklungen auf Fonds- und Anleger-Ebene
Beyond direct Lending - Exploring private lending across different asset classes
ELTIF Dachfonds für Private Debt
Immobiliendarlehen in der Krise - Strategien und effektive Lösungsansätze
Anhand einer aktuellen Case Study diskutieren wir rechtliche und regulatorische Herausforderungen der Beteiligten einschließlich Lösungsmöglichkeiten und stellen eine Lösungsmatrix vor.
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
Paneldiskussionen u.a. zu:
Investorenpanel
Wie baut man als Investor effizient und diversifiziert Exposure auf und welche Zugangswege gibt es?
- 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 u.a. zu:
NAV facilities and fund financing as a major driver of a direct lending 2.0 market?
Opportunistic credit strategies and credit specialties