Credit & Markets Breakfast Tour 2023
Hamburg • Düsseldorf • München
Credit & Markets Breakfast Tour 2023
26. September Hamburg | 27. September Düsseldorf | 28. September München
Private Debt ist eine gefragte, aber auch komplexe Anlageklasse, die spezielles Know-how erfordert. Vor allem Diversifikation ist bei Private Debt entscheidend, da es zahlreiche Strategien mit unterschiedlichen Risiko- und Renditetreiber gibt. Mit Private Debt können Anleger über Marktzyklen hinweg risikoadjustiert positive Renditen erzielen. Erfahren Sie mehr über herausragende Private Debt Anlagestrategien.
Nutzen Sie die Gelegenheit zum direkten Austausch mit den teilnehmenden Gesellschaften. Besuchen Sie die Credit & Markets Breakfast Tour 2023 in Hamburg, Düsseldorf oder München.
Weitere Informationen zu den Referent:innen und dem Programm finden Sie unten. Die Veranstaltung ist für alle Teilnehmer:innen kostenfrei und nur auf Einladung möglich. Wir würden uns freuen, wenn Sie sich den Termin vormerken.
Wir freuen uns auf einen inspirierenden Vormittag mit interessanten Diskussionen.
|08:30 – 08:45||Empfang und Registrierung|
|08:45 – 09:15||Private versus Liquid Credit – Ihr Blick durch unsere Brille
Jeffrey Dissmann, CFA, Partner, Head of Investments Germany, Mercer
René Wrenger, CAIA, CIIA, Principal Investment Consultant, Mercer
|09:15 – 09:45||Infrastructure Debt as an Asset Class – A Safe Harbour in Stormy Markets [ENG]
Annette Bannister, Head of EMEA Infrastructure and Project Finance
MetLife Investment Management
Jamie Clark, Director, EMEA Infrastructure and Project Finance, MetLife Investment Management
|09:45 – 10:00||Networking Pause|
|10:00 – 10:30||Yield Opportunities in Short Term Credit [ENG]
David Sherman, CIO, Portfolio Manager, CrossingBridge Advisors
John Conner, Director of Strategic Relationships, CrossingBridge Advisors
|10:30 – 11:00||Capturing the middle – why Semi-Liquid Multi-Credit is the missing piece in investors’ portfolios [ENG]
Brigitte Posch, Partner, Head of Multi-Credit and Head of Emerging Markets and Asia Credit, Apollo
|11:00 – 11:30||Marktneutrale Credit Strategien: Unkorrelierte Renditen in Zeiten erhöhter Volatilität
Philipp Graxenberger, Portfoliomanagement, XAIA Investment
|11:30 – 11:45||Schlusswort und Networking|
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: credit, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of March 31, 2023, Apollo had approximately $598 billion of assets under management.
For more information, please visit http://www.apollo.com
Brigitte Posch is Partner, Credit and Head of Emerging Markets at Apollo. Prior to joining in 2018, Brigitte was Global Head of Emerging Markets Corporate Credit at Barings Asset Management, where she established its dedicated EM Corporate Credit funds and co-led the blended EM Debt Total Return strategy. Previously, she spent five years at PIMCO where she oversaw the strategies for EM Corporate Credit, Global Credit and Multi-Sector Fixed Income. Before PIMCO, Brigitte had senior roles at both Deutsche Bank and Moody’s with responsibility for structured credit and mortgage-backed securities in Latin America. She started her career in Brazil working as a Credit Analyst and origination.
Brigitte received a BA from Mackenzie University of Sao Paulo and enrolled in a graduate management program from Harvard University.
CrossingBridge Advisors, LLC and affiliates manage in excess of $2.5 billion specializing in investment grade & high yield corporate credit, with a focus on short-term/low duration strategies and emphasis on conservation of capital/downside protection. Our core philosophy as a firm is “Return of Principal is more important than Return on Principal”.
For more information, please visit www.crossingbridgeadvisors.com
Mr. Sherman is the Chief Investment Officer and Lead Portfolio Manager of CrossingBridge Advisors, LLC. CrossingBridge specializes in corporate credit opportunities with a focus on high yield, stressed and distressed opportunities.
Mr. Sherman is a 35-year veteran in the high yield and opportunistic credit market. Mr. Sherman started his career in 1987 at Leucadia National Corporation. In 1992, Mr. Sherman became a Vice President actively involved in corporate investments and acquisitions. In addition, Mr. Sherman was Treasurer of Leucadia’s insurance operations with $3 billion of assets. During Mr. Sherman’s tenure, he played an active role in the insurance companies’ investment portfolio and asset/liability management. Further, his parent company investment duties ranged from general investment analysis to opportunistic distress positions including serving on steering and creditor committees to active roles of private and public securities transactions. Prior to starting at Leucadia, Mr. Sherman interned at Drexel Burnham Lambert’s High Yield and Convertible Bond department based in Los Angeles. In 1987, Mr. Sherman graduated from Washington University with a B.S. in business administration.
John Conner joined CrossingBridge in 2017 where he serves at the Director of Strategic Relationships. Mr. Conner has over 10 years of experience having worked at Collins Capital, Persimmon Capital Management, Fortigent, and SEI Investments. Mr. Conner holds a B.S. from Lehigh University.
Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer’s approximately 25,000 employees are based in 43 countries and the firm operates in 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of approximately $20 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment.
For more information, please visit https://www.mercer.com
René Wrenger, CAIA, CIIA, is a Principal Investment Consultant at Mercer. He is focused on the development of investment strategies, strategic asset allocation and manager selection mainly for financial institutions. Before René joined Mercer he worked as the Head of Treasury in a special credit institute, which was closely related to the catholic church, where he gained deep experiences in managing a multi-asset portfolio while considering strict ESG criteria. He is a Certified European Financial Analyst (CEFA), Certified International Investment Analyst (CIIA) and Chartered Alternative Investment Analyst (CAIA).
Jeffrey Dissmann, CFA is a Partner at Mercer, Head of Investments Germany and part of the Wealth Leadership Team. He is focused on advising multinational corporate clients in asset-liability-management issues and risk management as well as implementing investments. He holds a diploma in mathematics from the Technische Universität München and is a CFA charterholder.
MetLife Investment Management (MIM) manages Public Fixed Income, Private Capital and Real Estate assets for institutional investors worldwide by applying our deep asset class expertise to build tailored portfolio solutions. We also leverage the broader resources and 150-year history of MetLife to skillfully navigate markets.
MIM provides capital for economic and social infrastructure development. As a long-term, buy-and-hold lender, we focus on greenfield and brownfield investments that provide essential public services and which offer the potential for stable and predictable cash flows.
For more information, please visit https://investments.metlife.com/
Annette Bannister is a Managing Director and Head of EMEA Infrastructure and Project Finance for MetLife Investment Management and is responsible for the origination and execution of new transactions, as well as the ongoing management of existing investments. She joined MetLife in 2015. Annette has over 17 years of experience in advisory and investing in infrastructure debt. Prior to joining MetLife, Annette was at Legal and General Investment Management where she was also in the Infrastructure Investment team. Prior to this, she was an Associate Director at AMP Capital’s Infrastructure Debt Fund where she focused on originating and executing junior debt transactions in infrastructure. She also spent five years in investment banking (project and infrastructure finance) at Societe Generale and later, Barclays Capital. Annette is a graduate of the University of Durham where she earned a BA(Hons) in Business Finance and University of Durham Business School where she earned an MSc in Finance and Investment.
Jamie is a Director in the EMEA Infrastructure and Project Finance team for MetLife Investment Management and is responsible for the origination and execution of new transactions, as well as the ongoing management of existing investments. Jamie joined MetLife in 2020. Jamie has 11 years of experience in finance, with 10 years’ experience in lending, advisory and investing in the infrastructure sector. Prior to joining MetLife, Jamie spent 9 years at Scotiabank in their Infrastructure, Power and Utilities team, with time spent in Scotia’s London and Singapore offices. At Scotia, Jamie was responsible for the origination and execution of infrastructure transactions and relationship management, covering Europe and Australia. Jamie is a graduate of the University of St. Andrews where he earned a MA (Hons) in Management.
XAIA Investment is an independent asset manager with a focus on market-neutral investment strategies. Currently, a total volume of 1.25 billion euros is managed in mutual and special funds. The expertise is the management of funds that invest in strategies with efficient risk-return profiles – using investment and hedging instruments across asset classes. In this way, stable returns can be achieved that are attractively proportionate to the risks taken.
For more information, please visit https://www.xaia.com
Philipp Graxenberger works in portfolio management at XAIA Investment. He is an expert in credit arbitrage, relative value and special situations. Previously, he worked as a portfolio manager at Assenagon. He studied Quantitative Finance & Risk Management at Bocconi University in Milan and gained initial experience in the capital markets business at Credit Suisse and BNP Paribas during his studies.
Termine & Locations
Termine & Locations
26. September 2023
Neuer Jungfernstieg 19, 20354 Hamburg
27. September 2023
Steigenberger Icon Parkhotel
Königsallee 1a, 40212 Düsseldorf
28. September 2023
Hotel Vier Jahreszeiten Kempinski
Maximilianstr. 17, 80539 München
Hinweis zur Registrierung
Die Teilnahme an der Veranstaltung erfolgt nur per Einladung.
Bei Fragen wenden Sie sich bitte per Mail an Mario Weiss an firstname.lastname@example.org oder rufen Sie an unter
+49 (0) 89 125 01 80 11.
Bei Fragen zur Veranstaltung wenden Sie sich bitte an:
ICF Institutional Capital Forum
Mauerkircherstraße 81 b
Tel.: +49 (0) 89 1250 180 11