SECTION 1
STRATEGIC APPROACHES IN THE CURRENT CLIMATE
1.1 ROUNDTABLE: What has been the impact of aggressive economic stimulus from central banks on distressed investing since Covid-19 hit, and what sectors present opportunities right now?
Moderator:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
- Juliano Torri, High Yield and Distressed Senior Credit Analyst, Sarria
- Mikael Huldt, Head of Alternative Investments, AFA Insurance
- Proposed:Richard Fanshawe, Head of Private Markets, Brunel Pension Partnership
1.2 WHITEPAPER: Distressed debt investing post Covid
- Galia Velimukhametova, Senior Investment Manager Distressed Debt and Special Situations, Pictet Asset Management
SECTION 2
CHALLENGING THE TRADITIONAL PRIVATE EQUITY APPROACH
2.1 WHITE PAPER: Rewarding stress: investing in liquid distressed securities
- Proposed: Gareth Payne, Senior Client Portfolio Manager Distressed Debt and Special Situations, Pictet Asset Management
2.2 INTERVIEW: What is the added value of traditional approaches to distressed investing when private equity itself is currently looking so attractive?
Interviewer:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Interviewee:
- Sarah Locklund, Head of Investment Strategy Research and Senior Investment Consultant, Barnett Waddingham
SECTION 3
ENVIRONMENTAL, SOCIAL AND GOVERNANCE (ESG) FOCUS
1.3 INTERVIEW: Reputational and ESG issues and constraints around distressed investing – which sectors are defensible and attractive?
Moderator:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Panellists:
- Peter Martin, Investment Officer, The Medical Defence Union
SECTION 4
SELECTING A MANAGER FOR DISTRESSED INVESTING
4.1 INTERVIEW: How do you find a manager with the experience and scale to be able to take advantage of the distressed debt and special situations markets?
Interviewer:
- Noel Hillmann, Chief Executive Officer, Clear Path Analysis
Interviewee:
- Alison Trusty, Senior Consultant, Aon
SECTION 5
EUROPEAN CHALLENGES
5.1 INTERVIEW: Solvency II capital constraints for insurers – how to establish currency hedging tools and deal with the accounting and reporting challenges in distressed investing
Interviewer:
- Mathew Croft, Content Producer, Clear Path Analysis
Interviewee:
- Eddy Verbiest, former Assets & Liabilities Manager, Fidea
5.2 WHITEPAPER: Opportunities in Europe – what are the jurisdictional challenges of a regional approach?
- Proposed: sponsor tbc