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With the aggressive economic stimulus from central banks since Covid-19 hit in March and defaults more than a year out, investors need to be more strategic about accessing distressed investments.

The Distressed Debt & Special Situations Investing, Europe 2021 report explores how to be ready with dry powder when the opportunities arise. Some evergreen fund approaches to distressed debt will be considered, which aren’t based on traditional private equity or an illiquidity premium. There will be an analysis of the ESG and reputational issues and constraints around distressed investing, as well as a discussion of the more defensible and attractive investments in this context. Finally, we will highlight some of the regional challenges in terms of jurisdiction and covenants as well as the opportunities in Europe.

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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

Pictet Asset Management is an independent asset manager offering investment services around the world. Our people are located in 17 offices across the world, close to the markets in which we invest and the clients we serve. We have had an office in London since 1980. This is an investment centre with nearly 300 employees where we have an institutional team looking after our UK clients.


Our key investment capabilities include: Multi Asset, Emerging Markets Debt, Global Fixed Income including Absolute Return Fixed Income, Global Thematic Equities and Alternative Investments. We manage £174 billion in assets as at the end of September 2020.


We are part of the Pictet Group, founded in Geneva in 1805.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message