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Future Outlook: The Opportunity Set as Defaults Normalise

17 Mar 2026

16:40 - 17:30

What are investors seeking from managers in a more volatile global market?
Will the price advantage of shifting resources to European shores remain?
Which market impediments can be overcome in the short-term? And which might remain over the longer term?

Speakers

Loic Prevot, Portfolio Manager and Head of European Leveraged Credit - Polus Capital Management

Conor Daly, Senior Managing Director, Senior Portfolio Manager and Head of European Credit - CIFC Asset Management

Charlotte Claraco, Managing Director - Permira Credit

Lorcan Kinsella, Senior Portfolio Manager and Head of European CLOs - Tikehau Capital

Rajat Mittal, Partner, Leveraged Credit - SIGNAL