Agenda
-
08:30
Registration and networking
-
08:45
Optional Pre-Event Workshop
-
08:45
Navigating leveraged finance, CLO and private credit market trends using Moody's data, models, and analytics
Join us for breakfast and a brief presentation on how our latest innovations can help you navigate shifting market opportunities.
This workshop will last 30 minutes.
-
-
09:30
An end to public markets as we know it?
OPENING REMARKS
- Market trends and Moody's role in this evolving space
-
09:45
A new era for private credit
KEYNOTE INTERVIEW
- From direct lending to asset-based lending
- The role of private credit in Europe's economy
- Regulatory scrutiny across Europe
- Comparing experiences between the US and Europe
- Understanding investor appetite
-
10:10
The evolution of private equity and its market impacts
MARKET CONVERSATION
- Transforming private equity markets
- Innovative deal structures and market dynamics
- M&A strategies: Balancing patience with adaptability
- Comparing EMEA and US markets
- Impact of private equity ownership on portfolio credit quality
-
10:40
Networking Break
-
11:10
Fund finance opportunities and growth barriers
MOODY'S VIEW
- NAV financing and use of proceeds
- Subscription lines: Tapping into Europe’s growth potential
- The appeal of feeder funds
-
11:40
Syndicated loans vs. direct lending: Risks, opportunities and competition
MARKET VIEW
- Default & credit rating trends
- Covenant and documentation protection
- Innovative financing structures and risks of hidden Leverage
- Loan and CLOs' future in a changing market
-
12:15
Lunch and networking
-
alt_route13:15
Stream A
-
13:15
Entering the retail market: The case of ELTIF
MOODY'S INSIGHTS
- How will alternative and private assets reshape retail investors' portfolios?
- Market depth and growth expectations in Europe and US
-
13:15
Significant risk transfers
MARKET VIEW
- The future of this fast-growing asset class
- Will institutional investors enter this market?
- The impact of regulatory developments on European SRT
-
-
alt_route13:50
Stream B
-
13:50
Shifting the frontiers: Private credit CLOs in Europe
MOODY'S INSIGHTS
- Market activity in Europe and the US: Private Credit/Middle Market vs. BSL CLOs
- Portfolio challenges and structural mitigants
- Assessing the portfolio credit quality
- PC CLOs as a flexible template for asset-based finance (ABF)?
-
13:50
Interview on banking partnerships
SPOTLIGHT CONVERSATION
-
-
14:25
Data centers in focus
MOODY'S VIEW
- Exploring sources of financing for data centers in EMEA
- Financing strategies and structural considerations
- Understanding methodology and key credit implications
-
15:00
Closing remarks
-
15:05
Networking and drinks
-
16:00
Close of the event
Contact Us
Contact us
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign In
Please sign in to your account:
Receive an email with a link to automatically log you in.
Sign in
Having issues?
Contact us