COO Summit Agenda

Thursday 7th May 2026

Time	Session
9am to 10.20am	Registration and coffee
10.20am	Chair’s introduction
10.30am	Panel discussion: How to steer a private credit firm to success in 2026 and beyond – What are the key superpowers that a COO/CFO needs in the current climate? – How does a COO/CFO help to turn a CEO’s vision into action? – What are the biggest operational challenges facing the industry? – How are technological advances and changing regulation impacting the role? – How do you see the COO/CFO role changing in the future?
11.20am	Coffee break
11.50am	Carta product demonstration
12.15pm	Panel discussion: Risk and regulation – How have regulatory changes impacted operations? – Have compliance requirements changed in recent years? – How do you expect the regulatory environment to evolve?
1.00pm	Lunch
2.00pm	Roundtables Stream 1: Asset-based finance – the new direct lending? – Is asset-based finance set to overtake the alternative credit space? – Does this asset class bring its own operational nuances? – Is there sufficient expertise to support sustained growth?   Stream 2: Data and technology – Is the industry fully optimising its use of data? – What tools does a senior operational leader need when managing data? – How have technological advances supported efficient data processes?
3.00pm	Roundtables Stream 1: Wealth is health: Adapting to new investor channels – How is the influx of pension money changing the private credit sector? – Are government endeavours to encourage DC investment into private markets set to have a meaningful impact? – Do mass-affluent investors and the advised market bring their own opportunities, challenges and demands? – How does a COO/CFO deal with these operational changes? Stream 2: Brave new world: Evolving structures in alternative credit – What opportunities and challenges do LTAFs/ELTIFs bring? – How easy is it to support the operational needs of new, innovative vehicles such as private credit ETFs? – Is the increasing popularity of evergreen funds bringing operational changes?
4.00pm	Coffee break
4.30pm	Panel discussion: Liquidity management – How can senior operational leaders meet the liquidity management requirements of their funds and investors? – How important are interest rate hedging strategies in the current climate? – How does a COO/CFO address the rise of PIK requests?
5.15pm	Free time
6.30pm	Drinks reception
7.30pm	Dinner

Friday 8th May 2026

Time	Session
9.10am	Chair’s opening remarks
9.15am	Fireside chat with AI expert Tom Morrell, founder of NodeRiver
9.50am	Panel discussion: Know your value – Valuations are under scrutiny – what burden does this bring for operational leaders? – Is the industry transparent enough? – Will the launch of new indices and data products result in a standardisation of valuations?
10.35am	Coffee break
11.00am	Panel discussion: Promoting a positive company culture – How do private credit firms attract and retain the top talent? – What can COOs/CFOs do to cultivate a good company culture? – What challenges do senior operational leaders face when motivating staff? – What else is needed to drive an optimum company culture?
11.45am	Panel discussion: Artificial intelligence: game-changer or damp squib? – How much has AI meaningfully changed the way that private credit firms operate? – Which particular areas could benefit most from AI? – What operational challenges does AI present for private credit firms? – Will AI change the future of private credit or become another past ‘buzz-word’?
12.30pm	Closing remarks before end of Summit