COO Summit Agenda

Thursday 15th May 2025

Time	Session
9 am to 10.20 am	Registration and coffee
10.20 am	Chair’s introduction
10.30 am	Panel discussion: Liquidity management – How does cash forecasting aid liquidity management? – Are investor demands around liquidity changing? – What tools does a good COO/CFO use to help with liquidity management?
11.20 am	Coffee break
11.40 am	Speaker slot
12.05 pm	Panel discussion: The role of the COO/CFO – present and future – What are the key requirements of senior operational leaders in the current environment? – How are these requirements changing, and why? – What challenges are COOs and CFOs facing?
12.55 pm	Lunch
2.00 pm	Roundtables Stream 1: LTAFs and ELTIFs – How big an opportunity do these vehicles present for the industry? – What distribution challenges are there? – Do the structures fit easily into an asset manager’s offering?   Stream 2: Expanding into new private debt strategies – Which parts of the market are presenting opportunities? – What operational challenges do COOs have to contend with?
3.00 pm	Roundtables   Stream 1: Pension funds – Is pension money well-suited to private credit? – Which parts of the pensions market are presenting the most interesting opportunities? – Are there any operational or regulatory challenges when onboarding pension funds as investors? – Where do you see the most growth coming from among pension investors, both in terms of the type of schemes and geographies? Stream 2: New markets – How easy is it to expand into new markets operationally? – How do you contend with new risk profiles and regulations? – Where do the greatest opportunities lie geographically?
4.00 pm	Coffee break
4.30 pm	Panel discussion: The usage and potential of AI – How much is AI currently being used within alternative credit? – Can the technology be utilised successfully within areas other than credit modelling and due diligence? – What operational challenges does AI present?
5.15 pm	Free time
6.30 pm	Champagne and canapes
7.30 pm	Dinner
	Dinner

Friday 16th May 2025

Time	Session
9.00 am	Chair’s opening remarks
9.05 am	Speaker slot
9.50 am	Panel discussion: The role of technology – How can technology be used to improve operational efficiency? – Aside from AI, what other technologies are presenting opportunities for alternative credit funds – Are alternative credit funds currently well-equipped to incorporate new technology?
10.35 am	Coffee break
11.00 am	Panel discussion: Attracting and retaining talent – How does a COO choose the right people for the job? – Is the current recruitment environment presenting challenges? – Is the tax and regulatory framework conducive to attracting talent to the sector?
11.45 am	Panel discussion: Mitigating risk – What measures can a COO take to mitigate risk in portfolios? – What new tools and systems can you adopt to gain better insights into your investments? – What role does data play in mitigating risk? – Has the macroeconomic climate altered COOs’ perspectives on risk?
12.30 pm	Closing remarks before end of Summit