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CAIA Netherlands - Emerging Market Private Credit: Mispriced Risk or Untapped Opportunity?

Date(s):
November 19, 2026
Note:
All times listed are in local time
Venue:
Crowne Plaza Amsterdam - South
George Gershwinlaan 101
Amsterdam, ZH 1082MT 
Fee(s):
Free Event
Description:

CAIA Netherlands
Emerging Market Private Credit: Mispriced Risk or Untapped Opportunity?


Private credit has become one of the fastest-growing areas of private markets, yet emerging market private credit remains underrepresented in many institutional portfolios. Is this caution justified, or are investors overlooking an attractive source of yield, diversification, and downside protection?

Join CAIA Netherlands for an engaging discussion with leading experts and investors as we explore where returns in emerging market private credit truly come from, why risk is often perceived differently than it is experienced, and how local market expertise can create opportunities that are difficult to replicate elsewhere.

The session will focus on:

  • Where returns in emerging market private credit truly come from and how they compare with developed markets.
  • The realities of political, legal and currency risk, and how these risks can be mitigated through structuring and local expertise.
  • Credit underwriting, recoveries and downside protection across different emerging market jurisdictions.
  • The role of emerging market private credit in portfolio construction, diversification and income generation.

Drawing on real-world experience from institutional investors, fund managers and manager selection experts, our panel will examine whether emerging market private credit remains one of the most misunderstood segments of private markets. By exploring credit quality, political and currency risk, recoveries and portfolio construction, we will assess whether investors are facing mispriced risk or overlooking a compelling source of return and diversification.


AGENDA:
16:30 - Registrations

17:00 - Welcome remarks by Marit Kosmeijer, CAIA - Director at Sprenkels

17:05 - Keynote presentation by Nic Wessemius - Managing Director at FMO Investment Management

17:45 - Panel Discussion in collaboration with:

  • Martijn Proos – Co-Head of EM Alternative Credit at Ninety One
  • Sophie Gioanni – Head of Investor Relations at ILX
  • George Nijborg – Head Insured Strategies at Aegon Asset Management
  • Lucas van Berkestijn – Global Head of Business Development at BlueOrchard Finance

Moderator:
Marit Kosmeijer, CAIA - Director at Sprenkels

18:30 - Q&A

18:45 - Networking and close


Important notes before the event:

  • This event is organized by dedicated CAIA members, who generously volunteer their personal time.
  • Should you decide to register, we greatly appreciate your commitment to attending.
  • If you find that you are unable to attend, please inform us at least 48 hours before the event. Your timely cancellations enable us to offer your spot to someone on the waitlist and help minimize food and energy waste
  • Kindly note that registrations must be completed in advance, as walk-ins will not be permitted. Given the event's limited capacity, we encourage you to register as early as possible to secure your spot. If the attendance limit is expanded, we will promptly notify you.
  • Registering a guest is possible but complete guest details must be filled in.

Thank you for your understanding and cooperation.
If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations.
 

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Crowne Plaza Amsterdam - South
View All Speakers Speakers
Sophie Gioanni
Job Title: Head of Investor Relations
Organization: ILX
Speaker Type: Panelist


Sophie Gioanni is Head of Investor Relations at ILX, where she leads fundraising activities and oversees relationships with institutional investors. She brings more than 25 years of experience across private credit, private equity and hedge funds, having built a strong track record in investor engagement and capital raising. Sophie holds law degrees from Duke University and Université Paris I Panthéon-Sorbonne, an MBA from Université Paris Dauphine, and is admitted to both the New York and Paris bars.

Marit Kosmeijer
Job Title: Director
Organization: Sprenkels
Speaker Type: Moderator


Marit Kosmeijer is Director of Investments and Actuarial Services at Sprenkels, where she advises pension fund boards, investment committees, social partners and other asset owners on actuarial, investment and Dutch pension reform matters. She combines expertise across actuarial and investment advisory with experience in the private equity sector, which she also brings to her work with non-profit organisations and family offices. Marit holds an Executive Master in Actuarial Science from the Actuarieel Instituut and a Master’s degree in Financial Econometrics from Vrije Universiteit Amsterdam. She also holds a Bachelor’s degree in International Relations and Affairs from Leiden University.

George Nijborg
Job Title: Head Insured Strategies
Organization: AEGON Asset Management
Speaker Type: Panelist


George Nijborg is Head of Insured Strategies and European Private Placements at Aegon Asset Management, where he leads investment activities in insured credit and private placement financing. Before joining Aegon in 2020, he held senior debt capital markets roles at Goldman Sachs, Citigroup and Morgan Stanley, focusing on the origination and syndication of public, private and structured debt transactions. George has been active in global credit markets since 2006 and holds a Master's degree from Warwick Business School.

Martijn Proos
Job Title: Co-Head of EM Alternative Credit
Organization: Ninety One (Parent)
Speaker Type: Panelist


Martijn Proos is Co-Head of Emerging Market Alternative Credit at Ninety One, where he leads investments in private credit and infrastructure debt across emerging markets. With more than two decades of experience in advisory, project finance, corporate finance and structured credit, he has played a key role in financing infrastructure projects throughout Africa and other developing regions. Prior to joining Ninety One, Martijn held positions at Standard Bank Group, FMO, and Tebodin Consultants & Engineers, and holds an MSc in Business Administration from Nyenrode Business University.