Video webinar 16-09-2026

How healthy is the direct lending market at the moment? Which segments of this market offer the most attractive investment opportunities? How do you assess whether you are being adequately compensated for illiquidity, complexity and credit risk?

What role can direct lending play within the portfolio? How does direct lending compare to alternative asset classes such as high yield? Where is the biggest mismatch between market perception and underlying fundamentals?

On Wednesday 16 September 2026, from 12 noon to 1 pm, Financial Investigator hosted a Lunch Webinar Discussion on ‘Direct Lending’.

Participants in the discussion were:

• Clemens Braams, Lead Portfolio Manager, Illiquid Fixed Income, Achmea Investment
• Niels Kleijn, Lead Portfolio Manager, BeNeLux European Private Credit, Allianz Global Investors
• Marcin Lenart, Expert Portfolio Manager, Alternative Credits, APG Asset Management

The discussion was moderated by Markus Schaen, Senior Investment Manager at Brand New Day

Tips for watching:

• In the broadcast screen, click on 'CC' to read English subtitles
• In the broadcast screen, click on the symbol with the four arrows at the bottom right to enlarge the broadcast screen.

In cooperation with: