Event Profile

CAIA Switzerland Roadshow - Zurich - Assessing Private Debt investments: perspectives of managers and allocators

Date(s):
March 19, 2024
Note:
All times listed are in local time
Venue:
SIB Swiss Institute for Business Administration
Lagerstrasse 5
Zurich, ZH 8004 
Fee(s):
Free Event
Description:
CAIA Zurich invites you to join us at SIB Swiss Institute for Business Administration in room LAD120 for an informative discussion with our expert panel on this asset class and its merits and risks in the current macroeconomic context.
 
This event is organized in collaboration with CFA Society Switzerland.
 
Private debt has experienced remarkable growth as one of the most rapidly expanding alternative investments over the past decade. With assets under management nearly reaching $1.8 trillion in 2022, the sector is poised for further expansion, projected to surpass $2.7 trillion by 2027, according to estimates by Preqin.
 
This surge in private credit has been propelled by regulatory responses to the global financial crisis, which curbed banks' risk appetite and paved the way for nonbank financial institutions to seize opportunities in the private debt market. Furthermore, the landscape of available investment strategies has undergone significant transformation. While distressed, mezzanine, and real estate debt once dominated the sector, it has since evolved to offer a broader array of instruments. Although direct lending remains prominent, new avenues have emerged, diversifying the investment landscape.


AGENDA

18:00 - Registration
 
18:30 - Welcome by the CAIA Association & CFA Society Switzerland
 
18:35 - Overview on Private Debt by Jan-Ulrich Salchow, CAIA, CFA - Senior Investment Consultant at ECOFIN and Co-Chair Org. Committe - CFA Swiss Pensions Conference
 
18:55 - Panel Discussion: Assessing Private Debt investments: perspectives of managers and allocators, in collaboration with:
  • Marco Huber, CFA, FRM, PRM - Senior Investment Consultant at Ecofin
  • Aurélie Madé, CFA, FRM - Senior Portfolio Manager at Partners Group
  • Viktoras Vatinas, CFA, CAIA - Senior Portfolio Manager at Baloise Asset Management
  • Beat Wüst - CIO at GastroSocial Pensionskasse
Moderator:
Andreas Rothacher CAIA, CFA - Chapter Executive CAIA Zurich Chapter and Head of Investment Research at Complementa AG
 
19:50 - Aperitif and Networking
  
Please register early for this event as space is limited.
 
Important notes before the event
  • The event will take place in room LAD120. To get there kindly take the stairs on the left upon arrival, room LAD120 will be on the first floor.
  • 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 for this event.
  • In the spirit of responsible event management, we request that you inform us at least 48 hours in advance if you are unable to attend. Your timely cancellations contribute to minimizing food and energy waste and are greatly appreciated.
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 roadshow is organized in collaboration with:
 
 
 

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SIB Swiss Institute for Business Administration
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