In Person Event

European Private Markets Summit

Private Power Play

location_on The Londoner Hotel, London Map

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_route
    13:15

    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_route
    13:50

    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