In this session, key players from the global private credit market will set the tone – giving their perspectives on navigating the complexities of the market. Quickfire interviews will be held with key stakeholders representing various facets of the industry, including regulatory bodies, top global firms and sovereign funds.

• Is private credit globally experiencing a bubble or has it come of age?

• As more banks move into private credit does this provide a threat or an opportunity for existing managers and investors?

• What are the drivers for growth in specialist sub-sectors and developing markets?

• Where and why would a Sponsor/Borrower choose Broadly Syndicated Loans over Private Credit and vice versa? Is a return to the broadly syndicated market welcome?

• Do we see a world where both can live together on the same deal?

• As private credit managers move into larger deals and syndications (and behave more like banks,) what is the risk of greater regulatory scrutiny?

• How are long-experienced global and regional allocators deploying into private credit in 2024 and beyond?

• What are the macro and credit assumptions which underpinning an optimum risk/return balance for the next phase in the cycle?

• Do oil prices, rates and US dollar strength influence the demand for private credit in the Middle East?

• What are the hidden risks of private credit investment? How can allocators ensure that their expectations are met?

• What types and size of companies are potential private credit borrowers? What sectors are they coming from and what makes their companies suitable candidates for Private Credit?

• Capital raising thought-process: What other markets are CEOs and CFOs of borrowers considering when weighing up the pros and cons of private credit? Does the less public disclosure of these deals vs the public market give an edge in a competitive market?

• Structure vs. pricing vs. size: What are the economic and capital advantages and disadvantages of private credit compared to other markets?

• Private credit as a bridge to senior debt: What does the evolution of a private credit borrower look like beyond the transaction?

• Sourcing, structuring, pricing, and distributing MENA private credit deals: Templates and case studies

• What is the medium-term global outlook for real estate private credit?

• Which geographies, sectors and strategies look strong at this point in the cycle?

• Can distress create investment success?

• Are GCC investors naturally suited to building a global direct real estate credit portfolios or should they go via funds/secondaries?

• Where can direct deal flow come from – do regional investors have the right networks themselves or will they need to work with partners?

• Where in the cap stack should GCC investors target? Senior Secured, Mezzanine?