In Person Event
REPLAY
Credit Frontiers Europe 2026
Private markets: opportunities at scale, risks that matter
The Chancery Rosewood, London
Map
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08:15
Check-in & networking
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09:15
Opening credit conversation
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09:25
Tightening links, rising risk in private credit
MOODY'S PERSPECTIVE
- How are global capital flows evolving amid systemic fragility and market convergence?
- How will macro trends define the market?
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09:45
The next frontier of private credit
KEYNOTE DIALOGUE
- The expanding role of non-bank lenders in financing the real economy
- Driving investors’ rotation towards Europe: a comparison with the US
- The emerging risks shaping the next phase of private credit
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10:25
Networking break
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10:55
Rewriting the rules: banks and insurers in private credit’s next chapter
MARKET PULSE PANEL
- How are insurers and banks reshaping their roles within the expanding private credit market?
- Winning strategies: partnerships, co‑lending structures and emerging hybrid models
- Who’s rising, who’s repositioning and where is convergence accelerating?
- To what extent can deeper interconnectivity develop without increasing systemic vulnerabilities?
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11:30
Interconnected risks shaping European markets
MOODY'S PERSPECTIVE
- Interdependencies between banks, insurance
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11:45
Regulation in focus
- The expanding role of non‑bank lenders and the growing interconnectedness of the financial system
- Regulatory perspectives: achieving the right balance between financial stability, market integrity and economic growth
- Retailisation in private credit: emerging risks, investor‑protection safeguards and market implications
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12:15
Lunch & networking
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In-focus tracks - Round one
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13:15
Fund finance & evergreen structures
[Ballroom A]
- The evolution of fund finance beyond subscription lending
- Understanding risk differentiation across fund finance structures
- Fund finance as an emerging capital markets interface
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13:15
UK life insurer perspective
[Ballroom B]
- How the matching adjustment (MA) shapes investment strategies?
- Evolution of annuity writers’ private credit portfolios
- The role of securitisation in achieving MA eligibility
- Governance, internal ratings and counterparty risk management
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13:15
Private capital and European utilities
[Salon 2]
- What is driving the mutual attraction between private capital and European utilities?
- How are these transactions structured and why?
- Credit impact of structured equity arrangements on the corporate sponsor
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13:15
Accelerating private credit risk with AI and agentic AI
[Salon 1]
- Using AI to synthesize fragmented private credit data
- Faster, more accurate credit risk evaluation
- Agentic AI applications in investment decision‑making
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13:50
Session transition
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In-focus tracks - round two
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13:55
BDC evolution: leveraging US expertise in European private credit
[Ballroom A]
- Exploring the current financing trends and strategies in Europe versus the US
- Evaluating risks associated with tenant quality, lease structures, concentration, re-leasing and technological obsolescence
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13:55
Powering the future: financing data center growth in Europe
[Ballroom B]
- Exploring the current financing trends and strategies in Europe versus the US
- Evaluating risks associated with tenant quality, lease structures, concentration, re-leasing and technological obsolescence
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13:55
Advancing private credit cashflow modeling
[Salon 2]
- Cashflow modeling across ABF/ABL, NAV and private credit
- Assessing risk in complex and evolving deal structures
- New analytical approaches shaping credit decisions
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14:30
Session transition
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14:35
The future of private markets
CLOSING KEYNOTE
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15:05
Closing remarks
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15:15
Beyond the agenda: drinks and discussion
An informal close to the day, bringing together peers and Moody’s analysts from across regions to reflect, exchange ideas and continue the private credit debate.
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16:00
Close of the event
Confirm cancellation
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