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CAIA Germany - Exploring Diverse Investment Strategies in Corporate Lending
Date(s):
September 18, 2024
Note: All times listed are in local time
Venue:The Westin Grand Frankfurt
Konrad-Adenauer-Straße 7 Frankfurt am Main, 60313
Fee(s):Free Event
Description:CAIA Germany Exploring Diverse Investment Strategies in Corporate Lending Private Credit has become a cornerstone of investor portfolios in recent years. While Direct Lending is by far the best known strategy, there are multiple opportunities for institutional investors beyond Direct Lending to put capital at work. We will be looking for answers to the following questions: - What are the dimensions of Direct Lending and how can an LP build a diversified Direct Lending portfolio?
- Is it a good time to invest in Opportunistic Credit? Where does the opportunity lie?
- What characteristics of the asset class are most important to institutional investors?
- What is NAV Lending and does it make sense to include it in an institutional portfolio?
- How do LPs approach portfolio construction?
AGENDA 18:00 - Registration 18:30 - Welcome and Introduction by CAIA Chapter Executive 18:35 - Impulse speech by Robert Scheer - Co-Head Private Credit Origination at M&G Investments 18:45 - Panel discussion on Exploring Diverse Investment Strategies in Corporate Lending, in collaboration with: - Florian Hofer - Managing Director Private Credit Investments at Golding Capital Partners
- Martin Munte - Managing Director at 17Capital
- Tancrede Terlinden - Partner at Park Square Capital
- Robert Scheer - Co-Head Private Credit Origination at M&G Investments
Moderator: Nedelina Lazarova, CAIA, CFA, FRM - CAIA Germany Chapter Executive and Head of Private Debt at HQ Trust 19:30 - Q&A 19:45 - Evening reception 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’s details must be filled in. In case of overbooking, priority will be given to CAIA Members.
Thank you for your understanding and cooperation. If you have questions or concerns regarding registration for this event, please contact CAIA EMEA Chapter Relations. This event is organized in collaboration with: 
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The Westin Grand Frankfurt
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Florian Hofer
Job Title: Managing Director Private Credit Investments
Organization: Golding Capital Partners
Speaker Type: Panelist
Florian Hofer is responsible for the identification, review
and selection of investments in the area of Private Credit,
in addition to associated portfolio management activities.
Before joining Golding Capital Partners in 2018, Florian
worked in the Credit team at EQT Partners in London (now
Bridgepoint), where he was responsible for the selection
and execution of new financings and opportunistic private
credit transactions. Previously, he was part of the
Leveraged Finance team at the London office of Jefferies,
where he was tasked with originating, structuring and
arranging the financing of leveraged buyouts and
corporates. His career began in 2010, when he joined the
Jefferies M&A team based in Frankfurt.
Florian completed a degree in Law and Economics with a
focus on finance at the University of Augsburg, in addition
to holding a Master in Law with honours (LL.M.) from the
Chicago-Kent College of Law, the law school of the Illinois
Institute of Technology.
Nedelina Lazarova
Speaker Type: Moderator
Nedelina Lazarova, CAIA, CFA, FRM is a Partner and Head of Private Debt at
HQ Trust, one of the largest multifamily offices in Germany.
She is responsible for selection, due diligence, execution
and monitoring of Private Debt investments. Prior to
joining HQ Trust, she was Project Lead for the multibillion
Alternative Credit Program of a large German life insurance
company, and was covering Private Corporate Debt,
Infrastructure Debt, Commercial Real Estate Debt,
Mortgages, Leveraged Loans and other alternative lending
strategies. Prior experience includes manager due
diligence of traditional investments and hedge funds, as
well as consulting and project experience in M&A and
valuation of structured products. She holds a Bachelor’s
Degree in Business Administration from Ludwig Maximilian
University of Munich and a Master’s Degree in Quantitative
Finance from Bocconi University. She is a CFA (Chartered
Financial Analyst), FRM (Financial Risk Manager) and CAIA
(Chartered Alternative Investment Analyst) Charterholder.
Martin Munte
Job Title: Managing Director
Organization: 17Capital
Speaker Type: Panelist
Martin Munte is Head of Fundraising and Investor Relations EMEA at 17Capital, a private credit manager specializing in NAV finance for the private equity industry. 17Capital has raised over $13 billion and has deployed over $13 billion across 100+ investments. Martin has 17 years of industry experience and drives the fundraising efforts in EMEA. In July 2022, 17Capital announced the completion of Oaktree’s acquisition of a majority interest in 17Capital. The partnership gives 17Capital access to Oaktree’s deep global network. Prior to 17Capital, Martin was at CVC Credit Partners working as the IR director responsible for fundraising across the Nordics, Germany, Austria and Switzerland. Martin has a BSc in International Business Studies from Maastricht University before completing his CFA.
Robert Scheer
Job Title: Co-Head Private Credit Origination
Organization: M&G Investments
Robert joined M&G Investments in 2022 and co-heads the
private credit origination efforts in Europe. His focus is on
originating and executing mid-market direct lending
investments in Northern Europe and particularly the
DACH region.
Before joining M&G, Robert spent more than ten years at
ING most recently as a Director in their Acquisition
Finance team in Frankfurt. In addition, he gained
experience in the Infrastructure Finance and Restructuring
teams. Prior to ING he spent three years at Commerzbank
in Leveraged Finance and completed an apprenticeship at
HSH Nordbank.
Robert holds a Bachelor in Business Administration from
Frankfurt School of Finance & Management, a Master in
Finance from INSEAD, Singapore, and is an alumnus of
IMD Lausanne.
Tancrede Terlinden
Job Title: Partner
Organization: Park Square Capital
Speaker Type: Panelist
Tancrede is a Partner at Park Square Capital, based in
Frankfurt. Prior to joining Park Square in 2014, Tancrede
worked in leveraged finance at UBS Investment Bank.
Tancrede holds a Bachelor’s degree in Commercial
Engineering from ICHEC and graduated from the London
School of Economics with a Master of Science in
Management.
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