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CAIA Germany - Frankfurt - Panel discussion: New Developments in German Direct Lending

Date(s):
July 3, 2025
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

Panel discussion: New developments in German Direct Lending

 

CAIA Germany is hosting an insightful conversation on the latest trends shaping the German direct lending landscape.

 

Private debt has become an increasingly relevant financing tool in Germany, particularly for small and mid-sized companies. 

 

In this panel, we will explore how the acceptance of private debt has evolved among these businesses, the growing presence and competition from international lenders, and whether the nature of financing needs has shifted. This includes financing for growth, M&A activity, or international expansion. 

 

 

AGENDA

18:00 - Welcome reception

 

18:30 - Panel discussion in collaboration with:

  • Matthias Mathieu - Managing Partner at Bright Capital
  • Sophie-Dorothee Rotermund - Researcher at Frankfurt School of Finance & Management

Moderator:

Samuel Duncombe, CFA, CAIA - Independent Advisor at Duncombe Capital Insights and CAIA Germany Chapter Executive 

 

19:30 - Q&A

 

19:45 - Networking with Drinks & Snacks

 

Please register early as space is limited

 

 

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.

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The Westin Grand Frankfurt
View All Speakers Speakers
Samuel Duncombe
Job Title: Independent Advisor
Organization: Duncombe Capital Insights
Speaker Type: Moderator


Samuel Duncombe is an independent consultant in the private market space and a CAIA Germany chapter executive. He advises clients on topics such as fund selection / manager due diligence, portfolio management and research projects. In addition to Samuel's industry-side work, he is also a postgraduate researcher with the University of Exeter, and has published academic research on private markets. He is a CAIA and CFA charterholder.

Matthias Mathieu
Job Title: Managing Partner
Organization: Bright Capital
Speaker Type: Panelist


Matthias founded Bright Capital in 2015 and serves as managing partner and member of the investment committee. Matthias is heading the firm’s investment activities and signs responsible for business development. Prior to his current role, Matthias served as managing director of the Switzerland headquartered private equity firm, Mountain Lake Investment. Before starting his investment carrier, he was the chairman of the board at Peaches Group, a Frankfurt and London based IT service provider, covering more than 30 MNOs in Europe. Matthias founded the company back in 2006, sold it to a Private Equity investor and helped to IPO the business. In his early working days, he made a fast career at a global IT firm where in his last role he served as head of international business. Matthias has been a shareholder in a number of businesses throughout Germany. He looks back to more than a decade in c-level roles and on more than a decade as an investor in private companies.

Sophie-Dorothee Rotermund
Job Title: Researcher
Organization: Frankfurt School of Finance & Management
Speaker Type: Panelist


Sophie-Dorothee Rotermund is a researcher, teacher and finance PhD candidate at Frankfurt School of Finance & Management with a research focus on debt financing, financial intermediation, and private markets. Her current work centers on the role of private debt funds in credit provision, examining how they allocate capital across firms and market conditions. She has been a research fellow at Harvard Business School and previously worked at the European Central Bank.