Seminar 'Capital Introduction Private Markets' met Walking Dinner
| 1.15-2.15 pm: Breakout session 1 (1st round at 1.15 pm - 2nd round at 1.45 pm) |
A: Impactbeleggen met Private Debt, ook in Nederland - Deanne Arends, Portfolio Manager Impact Investments & Marijn Jansen, Investment solutions specialist, Achmea Investment Management
Private debt has evolved into a mature asset class for institutional investors. At the same time, today's market demands a high degree of expertise and discipline. Private debt is a highly heterogeneous asset class, where portfolio construction, credit analysis, structuring, and diversification are key success factors.
Direct lending, in particular, offers attractive opportunities to deploy capital in a targeted way to address societal challenges, including within the Netherlands.
In their presentation, Marijn Jansen and Deanne Arends will discuss current market developments and the various strategic roles private debt can play within institutional portfolios, including return and impact potential, diversification, and security & matching. They will also explain how Achmea IM’s Impact Private Debt Partnership Fund combines financial returns with measurable societal impact.
B: Bank-originated assets (strategies such as trade finance, capital calls, NAV Financing) - Paul Henriot, Managing Director, Capital Solutions Group, HSBC Asset Management
Private credit is now a mature, institutionalised industry—yet opportunity still lies in emerging, under‑penetrated niches. Asset Backed Finance is one of the fastest‑growing verticals, drawing investor focus for its diversification and structural credit enhancement. Fund Finance—NAV facilities and subscription lines—sits at the confluence of ABF and bank origination, delivering investment‑grade diversification within private credit allocations.
C: A discussion around the latest trends in European private credit and identifying relative value across the spectrum - Raman Rajagopal, Senior Client Portfolio Manager, Invesco Private Credit
Raman Rajagopal will explore income opportunities across private credit, focusing on how European direct lending to upper middle market companies can enhance portfolio outcomes. The session will examine the role and benefits of private credit within portfolios, key valuation, liquidity and risk considerations, and the evolving structures through which investors can access the asset class.
D: Private Credit Impact - Aditi Rao, Fund Manager & Impact Director, Private Credit, M&G Investments
Aditi Rao will explore the role of private debt within impact investing and the specific characteristics it can bring to an overall portfolio. She will briefly introduce M&G’s impact framework before using two real-world transactions to illustrate how impact can be assessed in practice. The two deals will be compared side by side, with the audience invited to vote on which they believe qualifies as an impact investment, followed by a more in-depth analysis of each transaction.
| 2.30-3.30 pm: Breakout session 2 (1st round at 2.30 pm - 2nd round at 3.00 pm) |
E: Real Assets - Abigail Dean, Head of Strategic Insights, Nuveen Real Assets
F: Private Debt - Jan Reichenbach, Head of Private Debt, Pictet Asset Management
Europe’s lower middle market private credit segment offers a compelling mix of yield, downside protection, and diversification. Serving companies in this segment, it remains less crowded than larger-cap lending, allowing stronger structures, better pricing, and greater lender control. For investors, it is an increasingly attractive, high-conviction opportunity today.
G: Private Credit Impact: Origination, framework and real world examples - Boris Harmsen, Managing Director, Head of Origination Europe, Pemberton Asset Management & Niamh Whooley, Managing Director and Head of Responsible Investing, Pemberton Asset Management
H: Affordable housing - Marsha Sinninghe, Senior Fund Manager Residential Real Estate, a.s.r. real assets
| 3.45-4.45 pm: Breakout session 3 (1st round at 3.45 pm - 2nd round at 4.15 pm) |
I: Alternative Credits - Priya Sharma, Vice President, Alternative Credit Strategist, Pimco
Priya Sharma will highlight the evolving private credit landscape and new frontier of opportunities with a focus on asset-backed finance. She will highlight key areas of opportunity including case study examples, and the importance of a disciplined credit lens in the current market environment.
J: EM Private Markets - Martijn Proos, Co-Head Emerging Market Alternative Credit & Simone Boes, Portfolio Specialist Emerging Markets Alternative Credit, Ninety One
Emerging market private credit attracted record capital flows last year. In part, that reflects a search for greater diversification, but other factors are at play. As the private credit market matures, developed markets have shown signs of increased risk-taking in an effort to maintain returns in a competitive market. Reflecting on two decades of experience, Ninety One explains why investors in emerging market private credit can earn a significant premium without taking more risk.
K: Topic tbc - Expert, Goldman Sachs Asset Management
L: Beyond the Headlines: The Evolving Opportunity in Private Credit and Capital Solutions - David Brooks, Co-Head Capital Solutions, Arcmont Asset Management
Capital Solutions sits at the intersection of direct lending, opportunistic credit and special situations investing. In this session, we will explore where opportunities are emerging in today’s market, the types of transactions being financed, and how these opportunities translate into practice through a recent case study. The strategy focuses on areas of the market where financing complexity and limited lender availability create opportunities for specialist capital providers.
