Agenda - Summits Day | SuperReturn International (2024)

07:45 - 08:25

Registration and welcome coffee

08:25 - 08:35

Chair’s welcome address

• Anthony Fobel - CEO, Arcmont Asset Management

08:35 - 09:15

Is this private credit’s golden moment and will it last?

• Anthony Fobel - CEO, Arcmont Asset Management
• Gregory N. Racz - Co-Founder & President, MGG Investment Group
• Blair Faulstich - Managing Director, Benefit Street Partners
• Will Proctor - Managing Director, Head of Sponsor Coverage, NeubergerBerman
• Symon Drake-Brockman - Managing Partner, Pemberton Asset Management
• Greg Galligan - Senior Managing Director, Vista Credit Partners

09:15 - 09:40

Private Debt 2.0: Where are we and where do we go?

• Cyril Demaria - Head of Private Markets Strategy, Managing Director Senior Adviser, Bank Julius Baer
• Oliver Thym - Partner, Thoma Bravo
• Chris Taylor - Head of Private Credit, Third Point LLC
• Richard T. Miller - Group Managing Director, Chief Investment Officer, Chairman of Investment Committee, TCW Private Credit Group
• Brad Bauer - Partner, Co-CEO/Co-CIO, Värde Partners
• Jack Neumark - Managing Partner, Co-Head of Specialty Finance & Head of Legal Assets, Fortress Investment Group

09:40 - 10:25

Evolution and opportunity in direct lending

• Paul Desmarais III - Chairman & CEO, Sagard
• Vivek Mathew - Head of Asset Management, Antares Capital
• Callum Bell - Head of Direct Lending, Investec Direct Lending
• Theodore Koenig - Chairman & CEO, Monroe Capital
• Lee Landrum - Partner, Comvest Partners
• Laurent Bouvier - Founding Managing Partner, Kartesia
• Tyler Gately - Head of North America Private Credit, Barings

10:25 - 10:50

Five Tough Questions about European Direct Lending

10:50 - 11:10

Morning coffee and networking break

11:10 - 11:30

The ingredients for success in private credit: the importance of a selective investment approach

11:30 - 12:15

Mid Market lending trends: durability, flexibility and steady growth in volatile markets

• Patrick Suchy - Head of Credit, Private Markets, HSBC Asset Management
• Matt Darrah - Managing Director, Head of Underwriting, Principal Asset Management
• Cécile Mayer-Levi - Head of Private Debt, Tikehau Capital
• Ken Kencel - President & CEO, Churchill Asset Management
• Pankaj Gupta - President of H.I.G WhiteHorse & Global Head of Originations, H.I.G. Capital
• Stuart Mathieson - Head of Europe & APAC Private Credit & Capital Solutions, Barings
• Audie Apple - Investment Director, US Direct Lending, Fidelity Investments

12:15 - 12:55

Examining the new strategies emerging among fund managers

• Nathalie Sadler - Partner, Dechert
• James Keenan - Chief Investment Officer & Global Head of Private Debt, BlackRock
• Peter Gleysteen - Chief Executive Officer & Chief Investment Officer, AGL Credit Management LP
• Alexandra Jung - Head of Private Debt Funds & Partner, AEA Investors
• David Lyon - Head of Capital Solutions, Neuberger Berman
• Mark Basile - Partner, Co-Head of Credit & Capital Markets, Veritas Capital

12:55 - 13:35

Where is the value in dislocation?

• Nizar Tarhuni - Vice President of Institutional Research, PitchBook Data Inc.
• Jakob Lindquist - Founder, CORDET Capital Partners LLP
• Barnaby Lyons - Partner & Global Co-Head, Bain Capital Special Situations
• Polina Kurdyavko - Head of Emerging Markets, BlueBay Asset Management
• Tristram Leach - Partner & Co-Head of European Credit, Apollo Global Management

13:35 - 14:00

Lunch and networking break

14:00 - 14:05

Afternoon Chairman

• Ken Kencel - President & CEO, Churchill Asset Management

14:05 - 14:35

Lender dialogue with sponsors: are there cracks in the capital structure? How does Europe compare with the US?

• Matthew Czyzyk - Partner, Business Restructuring, Ropes & Gray LLP
• Claire Harwood - Co-Head of Direct Lending Investment Team, Permira
• Kirsten Hagen - Co-Founder & Partner, Brinley Partners
• Justin Partington - Group Head of Fund and Asset Managers, IQ-EQ
• Nicole Waibel - Managing Director, Crescent Credit Europe
• Kerry Hugh-Jones - Co-Managing Partner, Strategic Value Credit, Cheyne Capital

14:35 - 15:15

Opportunity knocks: opportunistic credit strategies

• Chris Krishanthan - Managing Member; Distressed Investments, Davidson Kempner European Partners
• Christian Stracke - President, Pimco
• Paul Triggiani - Managing Director & Head of Distressed Credit & Special Situations, Invesco
• Grady Frank - Partner and Head of Private Credit Origination, GoldenTree Asset Management
• Michael Haynes - Head of Private Credit, Beach Point Capital
• Noah Charney - Managing Director, Head of Capital Solutions, King Street Capital Management

15:15 - 15:55

The private credit ecosystem has expanded significantly. Investment options include senior, unitranche, mezzanine, junior and many other solutions. What is driving this growth and is it sustainable?

• David N. Miller - Global Head of Private Credit & Equity, Morgan Stanley Investment Management
• Chip Cushman - Managing Director, Golub Capital
• Michael Small - Partner, KKR
• Joe Abrams - Partner, European Head of Private Debt, Mercer
• Nicole Drapkin - Managing Director & Co-Head, Opportunistic Lending Strategy, Blue Owl Capital
• James Roche - Partner & Chief Credit Officer, Willow Tree Credit Partners

15:55 - 16:15

Afternoon refreshments and networking break

16:15 - 16:50

Where's next for real asset private debt?

• Daniel Roddick - Founder, Ely Place Partners
• Zach Lewy - CEO, CIO, Fund Principal, Arrow Global
• Jonathan Jay - Partner, Conduit Real Estate
• Patrick Trears - Partner, Global Head of Ares Infrastructure Debt, Ares Management
• Jonathan Babkow - Senior Managing Director & Co-Head of Residential Credit, Pretium

16:50 - 17:25

Untapped potential: What are the growth prospects for credit secondaries?

• Jeff Hammer - Global Co-Head of Secondaries, Manulife Investment Management
• John Hartwell co*cke - Partner, Deputy Chief Investment Officer - Credit, Corbin Capital Partners
• Jacqui Eaves - Partner, Goodwin Procter
• Marco Wulff - CEO & Managing Partner, Montana Capital Partners
• Andrea Fernandez - Partner, Head of Product Management and Investor Relations, European Credit & Corporate Secondaries, Ares Management

17:25 - 17:30

Chair’s closing remarks

• Ken Kencel - President & CEO, Churchill Asset Management

17:30 - 19:00

Summit day networking drinks reception Sponsored by Barings

08:15 - 09:10

Registration and welcome coffee

09:10 - 09:15

Chair’s welcome address

• Giovanna Maag - Partner, Altor Equity Partners

09:15 - 09:40

Innovation and Growth Financing in Germany and Europe

• Heiko Thoms - State Secretary, Federal Minister of Finance

09:40 - 10:00

How are European private markets holding up in the new normal? What lessons are to be learned from the past and what challenges lie ahead?

• Matthias Wilcken - Senior Partner, Rivean Capital Advisory GmbH
• Steve Roberts - Partner, PE Leader Germany & EMEA, PwC
• Ralph Aerni - Head of Client Solutions EMEA, Hamilton Lane
• Giovanna Maag - Partner, Altor Equity Partners
• Neil MacDougall - Chairman, Sophora Unternehmerkapital

10:00 - 10:30

Is Germany again the sick man of Europe?

• Philippe Roesch - Managing Partner , RIAM Alternative Investments
• Marko Maschek - Partner & Co-Founder, Marondo Capital GmbH
• Sumeet Gulati - Founder & Partner, GENUI
• Alexander Hesseling - Investment Director, LFPE SA
• Ulrich Hardt - Partner, Headway Capital Partners

10:30 - 11:00

Morning coffee and Networking break

11:00 - 11:40

How are GPs driving value generation as PE transactions in DACH decline?

• Daniel Boege - Partner, Golding Capital Partners
• Christoph Kauter - Managing Partner, Beyond Capital Partners
• Jannick Hunecke - Member of the Board of Management, Deutsche Beteiligungs AG
• Jörg Mugrauer - Managing Partner, Quadriga Capital
• Claire Wellby - Director, KKR

11:40 - 12:20

ESG legislation and the new norm for fundraising in Germany, investor expectations and challenges for fund sponsors

• Patricia Volhard - Partner, Debevoise & Plimpton
• Benjamin Schulz - Founding Partner, Carbon Removal Partners
• Allegra Day - ESG Director, Cinven
• Theresa Bardubitzki - Sustainability Manager, KfW Capital

12:20 - 13:00

Sector managers vs diversified managers: do specialists have an edge?

• Manuel Hertweck - Managing Partner, capiton AG
• Paulina Jänsch - Founding Partner, Leanox Impact Capital
• Martina Schliemann - Principal, HarbourVest Partners
• Sarah Farrell - Managing Principal - Private Equity Group, Allstate Investments
• Christoph Westphal - Partner, Longwood Fund

13:00 - 14:00

Networking lunch break

14:00 - 14:30

Update on co-investment

• Miriam Schmitter - Managing Director Head of Buyouts & Growth Equity ex-US, CF Private Equity
• Andreas Bohn - Managing Partner & Co-CEO, SwanCap Partners
• Michael Weber - Senior Partner, The Riverside Company
• Nadia Meier-Kirner - Head of Strategic Investments, Triton Partners
• Johannes Wendt - Head of Private Equity EMEA, Allianz Capital Partners

14:30 - 15:10

German PE Market: LP Insights

• Dörte Höppner - Chief Sustainability Officer/ManagingDirector,Fundraising&InvestorRelations, The Riverside Company
• Verena Kempe - Head of Investment Management, KENFO
• Ralph Guenther - Partner & Head of Continental Europe, Pantheon Ventures
• Sven Czermin - Managing Director, Palladio Partners
• Sunaina Sinha - Global Head, Private Capital Advisory, Raymond James

15:10 - 15:50

Afternoon refreshments and Networking break

15:50 - 16:25

Technology as an enabler for fund investments: how can tech help?

• Abhishek Gupta - Associate Director and Head of Product Development, Scientific Infra & Private Assets

16:25 - 17:00

The continued rise of the GP-led secondaries market: understanding the GP perspective on continuation funds

• Elena Laleh - Managing Director, Kline Hill Partners
• Adam Weinstein - Managing Director , New Mountain Capital
• Olaf Neubert - Managing Director, TopCap Partners
• Nassim Cherchali - Managing Partner, AnaCap

17:00 - 17:05

Chair’s closing remarks

• Giovanna Maag - Partner, Altor Equity Partners

17:05 - 19:00

Summit day networking drinks reception Sponsored by Barings

08:15 - 08:55

Registration and welcome coffee

08:55 - 09:00

Chair’s welcome address

09:00 - 09:30

The “how” of PE digital transformation

• Anders Von Essen Thulin - Head of Digital & Technology Practice, Triton Partners

09:30 - 10:00

Going above and beyond simply using tech to reduce costs and increase efficiencies: how can tech help innovate and grow enterprise value?

10:00 - 10:30

Designing tech organization for growth

10:30 - 10:50

Morning coffee and networking break

10:50 - 11:10

The power of AI to disrupt PE

11:10 - 11:40

Real world case studies on GenAI to create value in PE portfolios

11:40 - 12:10

Leveraging the landscape of AI startups in PE portfolios

12:10 - 12:40

AI for investment: a platform disruption

12:40 - 13:10

How are firms leveraging tech to source and make investment decisions?

13:10 - 14:10

Lunch and networking break

14:10 - 14:40

Only tech creates value. A commercial reality.

14:40 - 15:00

Leveraging Digital, Data, And AI to Increase Enterprise Value

15:00 - 15:30

Successfully creating a solid data stack

15:30 - 15:50

Afternoon refreshments and networking break

15:50 - 16:20

The era of the unprecedented: cyber security or survivability in a geo-political cyber threatened world?

16:20 - 16:50

2024 – Examining the technology investing landscape

16:50 - 17:00

Chair’s closing remarks

17:00 - 19:00

Summit day networking drinks reception Sponsored by Barings

08:15 - 09:00

Registration and welcome coffee

09:00 - 09:05

Chair’s welcome address

09:05 - 09:30

Leading with impact: How can we increase the pace of ESG integration?

09:30 - 10:05

How is ESG value creation propelling private markets?

10:05 - 10:30

Morning coffee and networking break

10:30 - 11:00

Private markets energy transition & infrastructure opportunity set

11:00 - 11:35

ESG moving further into the spotlight

11:35 - 12:10

The importance of having a clearly defined ESG strategy and approach

12:10 - 12:45

Accelerating the transition to net-zero: energy assets in focus

12:45 - 13:55

Lunch and networking break

13:55 - 14:00

Afternoon chairman

14:00 - 14:35

The great reclassification: Is greenhushing a positive for investors?

14:35 - 15:10

Making sense of regulation: countering the confusion

15:10 - 15:40

Afternoon refreshments and networking break

15:40 - 16:15

How are investors empowering themselves to manage ESG data difficulties?

16:15 - 16:50

Multi-thematic ESG – looking beyond environmental issues

16:50 - 17:00

Chair’s closing remarks

17:00 - 19:00

Summit day networking drinks reception Sponsored by Barings

12:30 - 14:00PRE-REGISTRATION REQUIRED

LP-only Lunch