16th Annual EMEA Credit and Leveraged Finance Conference

16th Annual EMEA Credit and Leveraged Finance Conference

Tuesday, September 08 Welcome to our 16th Annual EMEA Credit and Leveraged Finance Conference. We have a record number of issuers and investors attending in person at our European Headquarters in London, in what will be our largest ever conference. You will have the ability to ask questions throughout all sessions using the desk microphones in the auditorium.

08:45 AM Opening Remarks by Rahul Mistry and Sabine Wick, Co-Heads of EMEA Leveraged Finance, GS

09:00 AM Managing Commodity Volatility: Risks, Resilience and Credit Implications Pierre Brunet, Co-Head of EMEA Commodities Sales, GS Michele Della Vigna, Head of EMEA Natural Resources Research, Global Investment Research, GS Jon Yarrow, Co-Head of EMEA and Asia Commodities Trading, GS Moderated by: Lena Demashkieh, Managing Director, Commodities Structured Origination, GS

09:45 AM Rating Agency Views: Decoding Credit Risk in Today’s Markets Sebastien Cieniewski, Head of EMEA Leveraged Finance, Moody’s Pablo Mazzini, Head of EMEA TMT, Diversified Services & Leveraged Finance, Fitch Alex Roig, Director, EMEA Leveraged Finance, S&P Moderated by: Florian Le Roux, Co-Head of EMEA Credit Rating Advisory, GS

10:50 AM Global Macro and Markets: Current Conditions & What the Future Holds by Peter Oppenheimer, Chief Global Equity Strategist and Head of European Macro Research, GS

11:35 AM The Capital Behind the Compute: Financing the AI Infrastructure Build-Out Matt Hawkins, CEO, Cudo Ventures Alexis Kantt, COO of Real Estate Asset Management, Blackstone Miriam Wheeler, Global Head of Leveraged Finance, GS Moderated by: Marco Quirico, Co-Head of EMEA Infrastructure Technology M&A, GS

01:15 PM Credit Investors Panel: Views from the Buyside Ali Allahbachani, Portfolio Manager for European Leveraged Credit, KKR Stefan Isaacs, Co-Head of Macro Credit Business, M&G Michael Phelps, CIO and Partner, Tresidor Moderated by: Aneesh Daga, Head of European FICC Micro Sales, GS

PLEASE NOTE AGENDA TIMINGS ARE BRITISH SUMMER TIME (BST)

16TH ANNUAL EMEA CREDIT AND LEVERAGED FINANCE CONFERENCE

02:00 PM European CLOs: Credit Selection and Structural Resilience in a Selective Market Madelaine Jones, Head of European Liquid Performing Credit, Oaktree Capital Josy Mazzucchiello, Head of European CLO and Structured Credit Investing, Partners Group Timo Seidl, Portfolio Manager for European Credit Strategies, Napier Park Global Capital Moderated by: Rahul Mistry, Co-Head of EMEA Leveraged Finance, GS

03:05 PM Top Picks & Latest Themes from the Trading Floor Kevin Joyez, Executive Director, EMEA LevFin Fundamental Strategies Group, GS Venetia Lindblom, Executive Director, EMEA LevFin Fundamental Strategies Group, GS Mudassir Nazir, Executive Director, EMEA LevFin Fundamental Strategies Group, GS Jack Pelzig, Managing Director, Head of EMEA LevFin Fundamental Strategies Group, GS Ian Silverbrand, Managing Director, Head of US LevFin Fundamental Strategies Group, GS Moderated by: Leonie Morel, Global Head of Fundamental Strategies Group, GS

03:45 PM Keynote: Making Sense of the Current M&A Market by Tim Ingrassia, Co-Chairman of Global Mergers & Acquisitions, GS

04:25 PM Liquidity, Leverage & What Lies Ahead for Private Equity Chris Anderson, Partner, Cinven Roxana Mirica, Head of Capital Markets in Europe, Apax Partners Giles Reaney, Head of Capital Markets, Advent International Beatrijs Woltring, Global Co-Head of Capital Markets, EQT Moderated by: Sabine Wick, Co-Head of EMEA Leveraged Finance, GS

05:15 PM Talks at GS: Global Turmoil - Emily Maitlis on Geopolitics, Political Risk, and the Macro Landscape Moderated by: Anthony Gutman, Co-Chief Executive Officer of Goldman Sachs International and Global Co-Head of Investment Banking, GS

06:00 PM Drinks Reception: Plumtree Court Roof Garden

PLEASE NOTE AGENDA TIMINGS ARE BRITISH SUMMER TIME (BST)