Tuesday, November 17, 2020 from 15:20-15:50 GMTJens Ernberg, Managing Director, Co-Head of Private Credit Redefining risk: how protected are investors? Cov-lite loans, EBITDA adjustments and record leverage: how have these factor impacted investments in light of the COVID-19 pandemic and market downturn? Were investors more/less exposed than anticipated? Faced with a recession, how will over-levered managers fare? |
Wednesday, November 18, 2020 from 11:20-11:50 GMT, Informal SessionDavid Smith, Senior Managing Director, Co-investments Connections: Managing co-investments in a crisis Co-investments that aren’t going to plan: a review of scenarios and conflicts of interest. How have conflicts been overcome and alignment between stakeholders achieved? To what extent has reassessment of co-investment been triggered? |
Wednesday, November 18, 2020 from 14:05-15:00 GMT, Stream BDavid Smith, Senior Managing Director, Co-investments How compelling is the case to co-invest now? Why co-invest now? To what extent could co-investment pro-cyclicality be avoided during and after the crisis and what evidence is there to support co-investing post-crisis can deliver outperformance? How have LP appetites and preferences for co-investing been impacted by the crisis? Will some LPs retract? |
Friday, November 20, 2020 from 09:45-10:15 GMTAngela Willetts, Managing Director, Co-Chair of Responsible Investment Committee A period of transformation for ESG To what degree are managers doubling down on ESG? Has ESG become a lower or higher priority in light of the COVID-19 pandemic and market downturn? To what degree has the ESG agenda naturally benefited from the repercussions of these events and demonstrated its ability to improve performance? What role will ESG play in future risk mitigation? |
Events