.png)
.jpg){kind=logo}
.png)
Workshops
Workshops
Private Equity as a core component of wealth strategies
Our vision: Within 10 years, Private Equity will account for 10% of the assets of European investors
Our ambition: To allow private investors to access assets normally reserved for institutional investors, from a minimum investment of 100k €
Our offers: Private Equity closed-end vintages programs, Private Equity dedicated mandates, Private Equity evergreen (monthly liquidity)
Beyond simply distributing funds, Altaroc aims to bring institutional-grade private equity expertise to private clients through a range of PE vehicles (closed-end funds, evergreen funds, and dedicated mandates). To this end, a simulator is provided to address various wealth-planning needs—modelling PE investment cash flows, analysing tax impacts, creating a recurring income stream, building an endowment, optimising cash deployment into private equity, and more.
Workshop Objectives:
We will discuss:
- How to combine different private equity solutions (closed-end vintages, dedicated mandates, and evergreen structures) to support a defined wealth strategy aligned with private investors’ objectives
- How we identify and select top-quartile managers for our closed-end programs
- What makes a Private Equity evergreen efficient
Company Profile: Altaroc Partners (formerly Amboise Partners) is a French alternative investment management company (AIFM) founded in 1972 by Maurice Tchenio and specialized in private equity. Originally the management company of the Apax funds (up to Apax France VII raised in 2006), it also launched Altamir in 1995, the first listed evergreen private equity vehicle in Europe, enabling private investors to access institutional-quality private equity returns through the public markets.
In 2021, Frédéric Stolar joined Maurice Tchenio as Managing Partner to launch Altaroc Odyssey: a range of closed-end private equity fund-of-funds investing with leading global managers. These funds are specifically designed to meet the needs of private clients and are primarily distributed through private banks, wealth managers, and multi-family offices. The strategy has been highly successful in Europe, establishing Altaroc Partners as one of the market leaders on the continent, with five vintages launched to date and more than €1.7bn raised.
In 2025, building on its 30 years of experience managing the evergreen vehicle Altamir, Altaroc launched its new open-ended evergreen fund to serve clients seeking private equity performance without the operational complexity of closed-end, capital-call structures. That same year, the firm also introduced Infinity, its bespoke mandate allowing clients to implement sophisticated private equity strategies through optimized dedicated fund structures.
As of June 2025, Altaroc Partners manages more than €3bn in assets. The firm now employs over 70 professionals and has begun its international expansion with geographic growth in Switzerland, the Benelux, Italy, and Germany.
Speakers
Frédéric Stolar
Chief Executive Officer
Frederic Stolar began his career as an engineer before embracing private equity at Apax in 1990. He then worked for Warburg Pincus before co-founding Sagard in 2001, managing the firm for 19 years and making it one of the most successful mid-market LBO private equity firms in Western Europe.
In 2021, convinced that private equity would become an essential asset class for private clients, he co-founded Altaroc alongside Maurice Tchenio.
Representatives
Barbara Galliano
Head of Italy
Barbara joined Altaroc in 2025 as Italy Country Head, to open and develop the market.
Djamina Grimm
Head of Germany
As Country Head Germany at Altaroc, she leads market build-out to enable professional access to institutional-quality private equity.
Antoine Duchiron, CFA
Senior Sales Switzerland & Product Specialist
Antoine joined Altaroc in 2023 as Senior Sales and Product Specialist, responsible for developing the Swiss market.
The Evolving Private Equity Landscape: Navigating Opportunities Across Strategies
Sebastien will present Ares Management’s perspective on the private equity secondaries market and highlight the firm’s capabilities in this area. The session will explore current market opportunities, macroeconomic dynamics, and France‑specific case studies. He will also discuss how Ares is navigating today’s environment to deliver evergreen private equity solutions designed for private wealth and eligible retail investors.
Workshop Objective: Gain insights into private equity investing through Ares Management’s market perspective, exploring current dynamics, opportunity sets, and the firm’s approach to delivering evergreen private equity solutions for evolving private wealth and eligible retail investors.
Company Profile: Ares Management Corporation (NYSE: ARES) is a global alternative investment manager with approximately $596 billion AUM, as of September 30, 2025, across credit, real estate, private equity, and infrastructure. Ares’ wealth management solutions division partners with wealth managers, private banks, family offices, and advisers to broaden access to private markets via tailored investment solutions, education, and support. Learn more: www.areswms.com/emea.
Speakers
Seb Burdel
Partner
Mr. Burdel is a Partner in the Ares Secondaries Group. He also serves as a member of the Ares Secondaries Group's Private Equity and Credit Investment Committees. Prior to joining Ares in 2022, Mr. Burdel was a Co-Founder and Partner of Spring Bridge Partners. Previously, Mr. Burdel was a Partner at Coller Capital, where he also served on the firm's Global Investment Committee, Strategic Committee and on the Advisory Board of key underlying investments. In addition, Mr. Burdel held several positions in the Private Equity and Mergers and Acquisitions Units at General Electric. Mr. Burdel holds a B.A. from Audencia in France in Business and an M.B.A. from the University of Pennsylvania Wharton School.
Representatives
Omar Rauf
Managing Director, AWMS EMEA
%20(1).jpg)
Mr. Rauf is a Managing Director within Ares Wealth Management Solutions, which oversees Ares' client management activities in the global wealth channel. Prior to joining Ares in 2022, Mr. Rauf was a Director at AllianceBernstein in London, where he focused on business development within the financial intermediaries group. Previously, he was a Business Development Manager at Robeco in London and Abrdn in London and Zurich, where he covered key global financial institutions and wealth managers. Mr. Rauf holds a B.Sc. (Hons) from University College London (UCL) in Geography.
Jeremy Attar
Vice President, AWMS EMEA, Switzerland
Mr. Attar is a Vice President at Ares Wealth Management Solutions, overseeing client management in the global wealth channel. Prior to joining Ares in 2025, he held roles at Carmignac, Swiss Finance & Property Group, Societe Generale, and Credit Suisse, focusing on wholesale, institutional, and UHNW clients. He holds an M.B.A. in Finance from Imperial College London and is a CFA ESG certificate holder.
Navigating the $6tr private growth opportunity
Companies are choosing to stay private for longer. The average age of a US company at IPO has jumped from 8 to 14 years over the last two decades.
Today, private markets are the home of companies creating exceptional products reshaping the world – from satellite internet provision to AI-assisted coding. Many have established products and exponential revenue growth. However, they remain out of reach for most investors.
While public markets are a level playing field, the best private companies choose their shareholders. They are looking for partners that can offer more than just capital. Our reputation as long-term, supportive shareholders has helped us become a partner of choice for ambitious private companies. In turn, this allows us to open the door to private market growth for our clients.
Company Profile: Baillie Gifford, headquartered in Edinburgh, Scotland, was established in 1908. Today, we are a leading independent investment management firm with €234bn in assets under management on behalf of a worldwide client base. We are an independent, privately owned, unlimited liability partnership owned and run by 59 partners who all work at the firm. This is the crucial underpinning of our approach: we have no short-term commercial imperatives and no outside shareholders to distract us. We can simply do what’s right for clients. As an active, long-term growth investor in some of the world’s most transformational public and private companies, we construct portfolios based on our fundamental analysis and proprietary research. In 2012, as a natural evolution of our high-growth public markets approach, we began investing in private growth equity and have since invested more than $10bn in over 160 private growth companies worldwide.
Speakers
Rachael Callaghan
Investment Specialist
Rachael is an investment specialist within the Private Companies Team. She joined Baillie Gifford in 2019 where she initially worked on a global equity ESG strategy before joining the Private Companies Team in 2020. Prior to Baillie Gifford, Rachael spent five years working as a regional and project manager for Aldi. Rachael graduated from the University of Durham with an BA(Hons) in Modern Languages (French, German & Russian).
Representatives
Anna Bretschneider
Head of Switzerland
.jpg)
Anna Bretschneider is responsible for developing and extending Baillie Gifford’s presence in Switzerland, leading the Zurich office and building long-term sustainable investor relationships. She joined in September 2019. She has extensive experience with institutional and wholesale investors across the DACH region, primarily Switzerland. Previously, she was Head of Distribution Switzerland at Macquarie Investment Management and spent 14 years at MFS Investment Management, including as Managing Director for Switzerland, Austria and Luxembourg. She holds an MA from the University of Gdansk and an MBA from FOM Munich.
Benjamin Trueb
Client Relationship Manager
Benjamin Trueb joined the Swiss Client Relations Team in May2021 and is based in Zurich. Benjamin has been in the investment management andprivate banking industry for 12 years working with family offices, financialintermediaries and institutional clients. Benjamin joined Baillie Gifford fromBlueOrchard Finance where he looked after client relationships in Switzerland.Prior to BlueOrchard Finance, Benjamin spent two years at Capital Group in thebusiness development team covering financial intermediaries across Switzerland.Benjamin graduated from ZHAW School of Management and Law with a Bachelor ofScience degree in Business Administration/Banking & Finance, and he is aChartered Alternative Investment Analyst (CAIA).
Maarten de Lint
Client Relationship Director
Secondaries as the Core: Building Resilient Private Markets Portfolios
Private markets are evolving and secondaries are increasingly positioned as a core allocation. By accessing seasoned private equity and private credit portfolios, secondaries may offer investors earlier visibility into assets, accelerated cash flows and shorter duration exposure compared with traditional primary investing. These characteristics support more efficient portfolio construction, reduced blind‑pool and vintage risk and improved liquidity management. Across market cycles, particularly during periods of dislocation, secondaries provide scalable access to high quality assets at compelling entry points. As private market portfolios mature and capital efficiency becomes more critical, secondaries play a foundational role in delivering diversification, resilience and predictable outcomes. This session explores how secondaries function as a structural building block across private market allocations.
Workshop Objectives: Discuss how private equity and private credit secondaries can serve as core portfolio building blocks, enhancing diversification, liquidity and capital efficiency across long term private market allocations.
Company Profile: Coller Capital is a global leader in the secondary market for private assets, renowned for being a pioneer and innovator in the asset class. Founded in 1990, Coller provides investment and liquidity solutions to private market investors worldwide, and currently manages $50 billion in private equity, private credit, and other private market vehicles. With headquarters in London and offices across North America, Europe, and Asia-Pacific, our multinational team offers a truly global reach.
Coller has exclusively focused on secondary investing since inception and today boasts one of the largest dedicated investment teams in the asset class.
Coller’s Private Wealth Secondaries Solutions (PWSS) business offers perpetual funds to eligible private wealth investors globally.
For more information, visit www.collercapital.com.
Speakers
Boris Maeder
Managing Director and Head of International Private Wealth Distribution
.jpg)
Before joining Coller Capital, Boris spent eight years as the Global Head Private Markets Distribution at UBS Wealth Management, based in Zurich. Previously, Boris worked for five years as a Principal at the sovereign wealth fund Abu Dhabi Investment Council, where he oversaw their US private equity portfolio, based in Abu Dhabi.
Prior to his time in the Middle East, Boris was a Senior Vice President at Auda Private Equity in New York, where he ran US and European primary investments for five years. Boris started out his career as an investment professional at the private markets divisions of Allianz and Dresdner Kleinwort Benson in New York, Munich and Frankfurt over the course of five years.
Boris holds a bachelor’s degree (summa cum laude) from the International Management School Malente.
Representatives
Roman Eggler
Managing Director, Head of DACH Private Wealth Distribution
Roman Eggler is the Managing Director and Head of DACH Private Wealth Distribution in the firm’s Zurich office.Before joining Coller Capital, Roman was a Managing Director in the Client Solutions Group within Goldman Sachs Asset Management, with responsibility for the Switzerland Third Party Wealth Business.
Prior to joining Goldman Sachs, Roman worked at Deutsche Bank as a senior sales manager in Asset & Wealth Management for wholesale clients in Switzerland. Previously, he was at POLARIS Investment Advisory, EWM Global, and IBM Global Business Services.
Roman holds a BA HSG in Business Administration and an MA HSG in Marketing, Services and Communication Management, both from the University of St.Gallen. He is a Chartered Alternative Investment Analyst and completed the Oxford Private Markets Programme at Saïd Business School, University of Oxford.
Jonathan Aiach
Director, Head of Southern Europe Private Wealth Distribution
.jpg)
Before joining Coller Capital, Jonathan Aiach was a director at CapMan where he focused on developing their private markets platform across EMEA and raising the profile of the firm internationally.Prior to that, he worked at DWS in the infrastructure team, and at Blackrock, where he focused on alternative investment strategies, focusing on a range of key client relationships across EMEA.
His earlier career includes positions at Oakley Capital, BNP Paribas and Cheyne capital.
Jonathan holds a Masters in Finance from Sciences Po Paris and a MSc in Economics from Bocconi University in Milan.
Secondaries: Generating Liquidity in a Traditionally Illiquid Asset Class
This presentation reflects on recent market dynamics across public and private markets, and provides an introduction to private equity secondaries. Further, the potential considerations for secondaries investors with respect to liquidity, J-curve impacts and diversification.
As one of the largest dedicated portfolio finance sponsors in secondaries to our knowledge, Dawson will introduce its differentiated approach – offering innovative and aligned structured liquidity solutions to the market. Through Dawson’s platform, clients have the potential to access private markets through downside-protected structures.
Workshop Objective:
• Explore the considerations of private markets exposure
• Highlight the significance of the private equity secondaries market
• Outline Dawson’s differentiated approach to the secondaries market, with our focus on portfolio financing
Speakers
Rishi Minocha
Principal
Rishi Minocha joined Dawson in 2025 and has over nine years of experience in investment banking and private equity. Prior to joining Dawson, Rishi spent six years at GIC, working in both its Singapore and London offices. During his time at GIC, Rishi was responsible for sourcing, executing, and monitoring primary fund investments, co-investments, as well as direct private equity deals globally. Additionally, Rishi represented GIC on several limited partner advisory boards across Europe. Rishi began his career in investment banking with Bank of America Merrill Lynch in Sydney, Australia. Rishi holds a Bachelor of Commerce and Bachelor of Laws degree from Macquarie University.
Representatives
Terry Oh
Senior Principal
Terry Jae Kyun Oh joined Dawson in 2025 and has 15 years of sales and distribution experience, focused on the EMEA private wealth market. Prior to Dawson, Terry spent 15 years at PIMCO in a number of leadership roles including head of PIMCO's global wealth management business in the UK & Middle East. Terry holds a master's degree in finance from London Business School and an undergraduate degree from the University of Oxford and is a CFA charter holder.
Accessing Evergreen Private Markets with EQT
As Europe's largest private markets firm, and amongst the biggest investors globally in healthcare, technology, and infrastructure, EQT has a legacy of building businesses and delivering returns. This presentation will provide an overview of EQT’s strategies, open-ended access points as well as the trends and structures changing the landscape today.
Workshop Objectives: Agenda:
(i) Introduction to EQT, one of the world’s largest private markets investors
(ii) Accessing EQT’s investment strategies (early stage, mid-market, buyouts, and real assets) via innovative open-ended vehicles
(iii) How do institutional and private investors view such new vehicles: the context of Strategic Asset Allocation and portfolio construction
Company Profile: EQT is a purpose-driven global investment organisation focused on
active ownership strategies. EQT has a track record of over three decades of delivering consistent and attractive returns across multiple geographies, sectors and strategies. Uniquely, EQT is the only large
private markets firm with investment strategies covering all phases of a
business’ development, from start-up to maturity. EQT has more than
EUR 270 billion across 45+ active funds within three business segments
– Private Capital, BPEA EQT and Real Assets.
Speakers
Vai Rajan
Managing Director
Vai Rajan joined EQT Partners in August 2021 and is a Managing Director in the Client Relations & Capital Raising Team and Head of EMEA Private Wealth.
Previously, Vai was a Principal at HarbourVest Partners in London, and a Product Specialist at HSBC Alternative Investments Ltd. prior to that. Vai worked in Geneva, New York, and Singapore before moving to London, and has focused on the research, selection, structuring, and distribution of private market investment opportunities to Family Offices and Private Banks since 2007.
Representatives
Gillian Wood
CR Analyst
Gillian joined EQT in 2022 and is an Analyst on the EMEA Private Wealth Capital Raising Team, based in London. Prior to joining EQT, Gillian was an M&A Analyst at Oakley Advisory focussing on the Telecoms, Digital Infrastructure, Technology, and Media sectors. She holds a Bachelor of Science with Honours in Environmental Science from the University of Dundee.
Elisa Cavallino
CR Associate
Elisa Cavallino joined EQT in July 2023 and is an Associate in the EMEA Private Wealth Capital Raising Team, based in London. Prior to joining EQT, Elisa worked at Goldman Sachs Asset Management in London, where she covered both institutional and retail clients. Elisa holds a Bachelor's degree in Business Administration from the Frankfurt School of Finance.
Real Estate Debt: high income strategy backed by hard assets
Real estate debt offers investors compelling risk-adjusted returns and high income, backed by tangible hard assets such as multifamily homes and industrial properties. Real estate debt benefits from strong borrower demand, reduced bank lending, and attractive real estate valuation offering competitive entry points for lenders and downside buffer. BSP focused on senior, secured, floating rate mortgage loans underwritten on multifamily properties, targeting a 8 – 9.5% return and 8% distribution.
Workshop Objectives: Discover the power of Real Estate Debt - why the asset class is gaining momentum, where today’s opportunities lie, and why now is a compelling moment to invest in the Franklin BSP Real Estate Debt Fund.
Company Profile: Your trusted partner for what’s ahead™
We believe that success requires more than just expertise - it demands powerful partnerships. As a forward-thinking asset manager, we build dynamic relationships with our clients, understand their goals, and navigate the complexities of the market together. Our team leverages cutting-edge strategies and deep industry insights to unlock opportunities to help grow wealth. With Franklin Templeton by their side, investors don’t prepare for the future - they shape it.
Speakers
Marc Weidner
Managing Director, Head of Portfolio Management for BSP Real Estate at Benefit Street Partners (a Franklin Templeton company)
.jpg)
Marc Weidner is a Managing Director and Head of Portfolio Management for BSP Real Estate and a member of the Large Loan Investment Committee. He joined Franklin Templeton in 2002, where he previously served as Head of Global Real Estate. Prior to this, he worked at DLJ/Credit Suisse and Security Capital Group. Mr. Weidner holds an MBA from Cornell University and teaches in Columbia University’s MS Real Estate Development program.
Representatives
George Szemere
Head of Alternatives EMEA Wealth Management
George Szemere is Head of Alternatives EMEA Wealth Management at Franklin Templeton, responsible for strategy and distribution of private markets solutions across the wealth channel in EMEA. He has over 24 years’ experience in asset management and joined Franklin Templeton in 2019. Previously, he held senior alternatives roles at Columbia Threadneedle, ABN AMRO Asset Management and Goldman Sachs Asset Management. George holds a degree in Economics and is a CAIA charterholder.
Maximilian Beeck
Head of Wholesale Switzerland
.jpg)
Maximilian Beeck is Head of Wholesale Switzerland at Franklin Templeton. Prior to joining, he held senior sales roles at Janus Henderson Investors and Allianz Global Investors. Maximilian started his career at UBS, where he spent over five years, most recently as regional Sales Manager for UBS Wealth Management EMEA. He holds a MSc. in Behavioral Economics and a BSc. in International Business from Maastricht University.
Private Real Estate as a Global Portfolio Diversifier
The real estate cycle is turning. Private real estate offers powerful diversification and cash-flowing benefits, reducing risk while enhancing portfolio resilience. Many private investors are under allocated to real estate in a market where asset prices have hit bottom and are now showing runway for growth and there is opportunity to grow returns through alpha at the property level.
Workshop Objectives: Learn why the current market cycle presents compelling opportunities for strong returns and how private real estate investments can generate consistent cash flow. This session will provide actionable insights to help you capitalize on global real estate trends and position your portfolio for long-term success
Company Profile: Hines is a leading global real estate investment manager. We own and operate $90.1 billion¹ of assets across property types and on behalf of a diverse group of institutional and private wealth clients. Every day, our 5,000 employees in 30 countries draw on our 68-year history to build the world forward by investing in, developing, and managing some of the world’s best real estate.
Hines has 165 developments currently underway around the world, and historically, has developed, redeveloped or acquired 1,803 properties, totaling over 621 million square feet. The firm’s current property and asset management portfolio includes 850 properties, representing over 290 million square feet. With extensive experience in investments across the risk spectrum and all property types, and a foundational commitment to sustainability, Hines is one of the largest and most respected real estate organizations in the world.
Speakers
Omar Thowfeek
Senior Managing Director, Fund Management
Omar Thowfeek is a Senior Managing Director of Fund Management at Hines. He leads the underwriting and capital deployment efforts for all real estate acquisitions and is responsible for the execution of Hines Global Income Trust’s business plans and operations, including real estate and debt investments and portfolio strategy. Omar joined the firm in 2014 and assumed responsibility for international acquisitions and portfolio management for Hines Global Income Trust in 2017. During his tenure at Hines, he has underwritten over $20 billion in global real estate across multiple asset classes throughout the U.S., Europe, and Asia.
Representatives
Eugenio Cicconetti
Managing Director, Head of Private Wealth Solutions - Europe
Sue-Wei Wong
Managing Director, Head of Family Capital Europe
The Compelling Case for Infrastructure in Client Portfolios
Infrastructure offers investors consistent returns, downside protection, and true portfolio diversification, driven by stable demand for essential services and resilience against market volatility and inflation.
Macquarie Asset Management (MAM) is a global leader in infrastructure investing, with over $US210 billion in assets under management and a 30-year track record of delivering value through deep industry expertise and active management.
Macquarie Infrastructure Fund (MIF) provides investors with a single access point to Macquarie’s institutional infrastructure platform, offering immediate diversification across sectors, asset types, and geographies. Backed by Macquarie’s $500 million balance sheet support and deep industry expertise, MIF targets attractive risk-adjusted net returns of 10–12% and a yield of 3–5%, underpinned by high-quality, inflation-protected assets and proven deal sourcing capability.
MIF is designed for investors seeking institutional-quality infrastructure exposure, combining steady yield, balanced growth, and downside protection.
Workshop Objectives: To highlight the portfolio benefits of private infrastructure and demonstrate why the Macquarie Infrastructure Fund (MIF) is a compelling way for investors to access the asset class.
Company Profile: Macquarie Asset Management is a global asset manager, integrated across public and private markets. We focus on generating positive outcomes for our clients, portfolio companies and communities. This starts with understanding their needs and providing solutions that seek to deliver superior results over the long term.
Trusted by institutions, governments, foundations and individuals to manage approximately $A941.01 billion in assets , we provide a diverse range of investment solutions including real assets, real estate, credit and equities & multi-asset.
1. As at 31 March 2025
Speakers
Ilias Benjelloun
Head of Portfolio Strategy for Macquarie Infrastructure Fund (MIF)
• Joined Macquarie in 2010
• Based in London
Ilias is a Senior Vice President at Macquarie Asset Management (MAM) and leads the Portfolio Strategy team of the Macquarie Infrastructure Fund (MIF). Since joining Macquarie in 2010, he has played a pivotal role in investment and asset management within MAM’s infrastructure funds business.
Throughout his tenure, Ilias has held senior roles in London and Sydney, focusing on utility, transportation, digital, green energy, and waste infrastructure investment opportunities. During his time in Sydney, he gained extensive experience in the power grid sector, holding board positions across two distribution and transmission businesses in New South Wales and South Australia.
Ilias holds a Bachelor of Science in international business from Maastricht University and a Master of Science in finance from EDHEC Business School.
Representatives
Henry Middleton
Managing Director, Head of EMEA Wealth Distribution
• Based in London
Henry is the Head of EMEA Wealth Distribution for Macquarie Asset Management (MAM). In this role, he oversees MAM’s engagement across the Wealth channel within EMEA and coordinates with MAM’s existing Wealth coverage teams in the US, Asia and Australia. He works with the large Private Banks and Wealth intermediaries to create access to MAM’s institutional investment capabilities. Henry joined Macquarie from Barings, where he oversaw the distribution functions in Europe and the US and was responsible for coordinating global wealth intermediaries.
Over the course of more than 10 years with Barings, Henry also developed regional distribution strategies and developed products in alternatives for institutional and wealth clients.
Henry holds a Master of Engineering and a Master of Arts from the University of Cambridge.
Jack Huxtable
EMEA Wealth Distribution
• Based in London
Jack is a Relationship Manager for the EMEA Wealth Distribution Team at Macquarie Asset Management (MAM). In this role, he is focused on collaborating with distributors and intermediaries across the private wealth channel internationally to provide access to MAM’s institutional investment solutions. This includes capital raising, client servicing, and strategic partnership formation with investors to positively impact business and investment outcomes. He works across the full spectrum of MAM’s Private Markets investment capabilities, including Infrastructure, Renewables, Agriculture, Private Equity, Private Credit, and Real Estate.
He has nearly 10 years of client-facing asset management experience across both public and private markets.
Prior to joining Macquarie, Jack worked at Polar Capital for four years as a Client Services Executive.
Jack holds a Bachelor of Arts in philosophy from the University of Exeter.
Deploy & Diversify Rapidly. APAC Private Debt
Australia is emerging as a key growth hotspot in APAC’s private credit market, alongside India, Japan and Singapore. While banks still dominate corporate lending, structural features such as Australia’s corporate insolvency framework, create a distinctive environment for lenders.
In this session, we’ll provide an overview of the structural features of the Australian private debt market and the role of non-bank lenders in driving market evolution. We will examine key factors influencing deal flow, institutional-grade origination practices, risk considerations and portfolio construction.
Workshop Objectives: Equip participants to understand what differentiates the Australian private debt market from global peers, and examine how origination, deal flow and portfolio construction relate to diversification and risk considerations.
Company Profile: Metrics is an Australian alternative asset manager, with in excess of $30 billion in assets under management* and over 12 years of operational experience.
Metrics focuses on private debt and real estate private equity markets.
Metrics’ experienced investment team comprises the four founding partners and is supported by a team of experienced professionals with expertise in origination, credit and financial analysis, portfolio risk management, legal and fund administration.
* Assets under management (AUM) refers to the total AUM managed by subsidiaries of Metrics Credit Holdings Pty Ltd (ABN 66 150 647 091), which includes Metrics Credit Partners Pty Ltd (ABN 27 150 646 996, AFSL 416146) (Metrics Credit Partners).
Past performance is not a reliable indicator of future performance. For informational purposes only. Not an offer or solicitation.
Speakers
Conor O'Daly
Metrics Credit Partners - Director of Capital Markets and Distribution, Treasury & Capital Markets
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis eget lectus nulla. Nunc lobortis quam at lacinia interdum. Donec euismod id urna ut ornare. Pellentesque dictum nulla est, vehicula egestas lorem venenatis sed. Proin eu efficitur sem, eget rhoncus nunc. Nunc facilisis interdum accumsan. In a magna ut lectus posuere placerat vel id lorem. Nulla eget nisl sem. Etiam et scelerisque nibh. Aenean ligula enim, tincidunt sit amet blandit in, mollis sit amet velit. Aenean in neque congue, semper nisl eget, varius erat. In hac habitasse platea dictumst. Duis commodo id enim at sollicitudin.
Representatives
Enda McGlynn
Associate Director, Treasury and Capital Markets
He previously held roles with GAM Investments and Beach Point Capital, where he led European Operations for their Private Credit funds.
Enda holds a Graduate Diploma in Investment Fund Services Management from University College Dublin and serves on the Ireland Managers Member Steering Group for the Alternative Investment Management Association (AIMA).
Matthew Callus
Investment Associate, Corporate Finance
Private Credit’s Middle-Market Promise
As investor demand for income-driven returns fuels crowded trades across traditional fixed income, join PGIM’s Dominick Carlino, Global Head of Alternatives for Global Wealth, for insights on accessing outsized risk-adjusted promise via private credit.
Backed by a history of outperforming traditional assets, private credit is increasingly filling a void created by a concentrated focus among big banks on large-company financing. Learn how this fosters a vast opportunity set in the middle market, where direct lenders with established track records in the space can negotiate higher yields, stricter underwriting, and stronger protections. Explore related benefits on the portfolio level, including attractive risk-adjusted return potential and enhanced diversification.
Workshop Objectives: Expect to learn about private credit’s evolution, direct lending opportunities in the middle market, related portfolio benefits, and attributes associated with successful private credit providers.
Company Profile: PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), is built on a 150-year legacy of strength, stability, and disciplined risk management across more than 30 market cycles. Managing US$ 1.5 trillion in assets (as of 30 September 2025), PGIM provides clients with deep expertise across public and private asset classes, offering a diverse range of investment strategies and tailored solutions—including fixed income, equities, real estate, and other retail investment vehicles. With more than 1,400 investment professionals in 41 offices across 20 countries, we serve retail and institutional clients worldwide. Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information, visit pgim.com
Speakers
Dominick Carlino
Global Head of Alternative Investments
%20(1).jpg)
Dominick Carlino is the global head of alternative investments at PGIM, Global Wealth and is responsible for growth of the business’s alternatives platform in the U.S., the Europe/Middle East/Africa region, and Asia. Dominick has 20+ years of experience in alternatives distribution. Before joining PGIM, he was a Managing Director at Merrill Lynch Global Wealth & Investment Management, heading Alternative Investment Distribution.
Representatives
Rochus Appert
Head of Switzerland Distribution
.png)
Rochus Appert is Head of Switzerland for PGIM, Global Wealth, leading wholesale distribution strategy and driving international growth. He oversees PGIM Investments’ expansion in Switzerland and strengthens relationships with private banks, wealth managers, and intermediaries. With over 30 years in Swiss finance, he previously headed Discretionary Sales at Columbia Threadneedle and held senior roles at BMO Global Asset Management, State Street Global Advisors, Credit Suisse, and WestLB. He joined PGIM in 2023.
Diversified Private Credit beyond Corporate Direct Lending
With over $20 trillion in assets, we believe Asset-Based Finance (ABF) represents one of the most dynamic opportunities in private credit today. Investors can tap into a diversified and expanding market that’s reshaping how capital is deployed. Discover how ABF is shaping the future of private credit.
Workshop Objectives:
• We believe that the asset-based finance (ABF) market offers one of the most dynamic opportunities in private credit
• Investors are gaining access to a diversified, expanding private credit opportunity
• PIMCO has been a leading investor in this area for many years and uses its global network to identify opportunities and risks.
Company Profile: PIMCO is a global leader in active bond fund management with extensive expertise in both public and private markets with $2.03 trillion AuM*. We invest our clients' funds across a broad spectrum of bond and credit markets, leveraging our decades of experience in navigating complex markets. Our flexible approach and close relationships with issuers have made us one of the world's largest providers of traditional and non-traditional investment solutions for companies seeking financing and investors looking for risk-adjusted returns. PIMCO is part of Allianz S.E., a leading global financial services provider.
*Assets under Management. Source: PIMCO. As of 31 March 2025.
Speakers
Elliot Mcilrath
Senior Vice President, Product Strategist
Mr. Mcilrath is a senior vice president and product strategist in the London office, focusing on alternative credit. Prior to joining PIMCO in 2024, he worked for Apollo Global Management in their product team and was responsible for alternative credit solutions for insurance, family office, and pension investors across EMEA. Previously, he worked for J.P. Morgan's credit team, focused on sponsor origination in Europe. He has 11 years of investment experience and holds an undergraduate degree from the University of Nottingham, U.K. He is a CFA charterholder.
Representatives
Davide Gysi
Executive Vice President, Head of Switzerland
Mr. Gysi is an executive vice president and account manager in the global wealth management team in the Zurich office. He is head of PIMCO's business in Switzerland. Prior to joining PIMCO in 2013, he worked in the investment banking division of Societe Generale and Lehman Brothers International, in charge of distributing structured products and derivatives. He has 17 years of investment experience and holds an MBA from Columbia Business School and a master's degree in banking and finance from the University of St. Gallen in Switzerland.
Robert Eugster
Senior Vice President, Account Manager
%20(1).jpg)
Mr. Eugster is a senior vice president and account manager in the Zurich office and a member of the global wealth management team. Prior to joining PIMCO in 2020, he worked in investment banking in FX and emerging markets rates sales at BNP Paribas in London, servicing institutional clients. Previously, he worked in treasury and FX trading as well as equity sales trading at a Swiss private bank, and he began his career in the private banking division of Credit Suisse. He has 15 years of investment and financial services experience and holds a master's degree in finance with a specialization in investment management from Cass Business School, City, University of London. He is a CAIA charterholder.
Speakers
Solomon Nevins
Solomon is the founder of The Fund Review, a specialist research and financial data firm focused on semi-liquid private market funds. He started his career at AXA Architas where he spent 12 years leading the research into private market investments and managing multi-asset portfolios. Following this, he worked for CCLA Investment Management where he was head of the Alternatives team and managed a £2bn allocation to private markets investments. He is a CFA Charterholder and holds degrees from University of Bristol and UCL.
Oli France
Oli France is an adventurer and expedition leader who specialises in assembling, leading and motivating teams in some of the world’s harshest environments - including deserts, jungles, mountains and war-torn regions across 75 countries. In these environments, he has faced off against spies and interrogators, avalanches and earthquakes, as well as severe dehydration and meningitis.
He is currently working on the world-first Ultimate Seven project, where he aims to become the first person to journey entirely by human power from the lowest point in each continent to the highest. Most recently, this took him from Death Valley to Denali in North America, a 64 day and 3,588 mile expedition that saw him cycling unsupported through remote areas of the West Coast, and facing the elements as he climbed Denali with his team.
His other expeditions have included a solo winter 8,000-mile mountaineering journey from Hong Kong to Istanbul, a 400-mile solo winter crossing of Lake Baikal, Siberia, a 1,634-mile human-powered journey from Lac Assal, Djibouti, to Kilimanjaro, plus climbing the highest mountain in Iraq, volcanoes in the Congo, and other notable summits across dozens of countries.
From his experiences, Oli reflects on what it takes to lead - and be a part of - a high performing team, discussing the importance of trust, communication and clarity, as well as vulnerability in these situations. He considers how to build resilience, and how we spend so long thinking about our fears that, by the time we face them, the reality is much less bad than we thought it would be - as well as how marginal gains can make all the difference when in a high-pressure environment.
Private Markets Panel
Hosted by John Schaffer, Private Markets Editor at Citywire
Guest Speakers:
Alexander de Bruin
Alexander de Bruin is Head of Fund Research at Edmond de Rothschild. He joined the Group in 2021 as a Senior Portfolio Manager and Analyst within the Alternative Multi-Management team. An investment professional with nearly three decades of experience in fund selection and portfolio management, Alexander has directly managed and traded portfolios across Equities, Fixed Income and derivatives, with a particular focus on absolute return strategies. Before joining Edmond de Rothschild, he worked at NewAlpha Asset Management and Darius Capital Partners (affiliates of La Française and Natixis), where he managed hedge fund and private debt strategies on behalf of large institutional clients. Earlier in his career, he served as Head Trader at Radcliffe Capital Management and as an options market maker on the Philadelphia Stock Exchange. Alexander began his career in 1993 at Deloitte.
Mónica Gordillo San Juan
Mónica Gordillo San Juan, CFA, MBA, is a Private Markets Selector & Principal Manager at BBVA Quality Funds, specializing in fund selection and portfolio construction across global private market strategies.She combines strong quantitative expertise with a disciplined investment framework to identify high-conviction opportunities worldwide.
Mónica also serves as President of the Women in Finance Committee at CFA Society Spain, promoting diversity and inclusive leadership within the financial industry.
Ciro Vuolo
Ciro Vuolo is a finance professional with more than 25 years of experience in investment advisory, multi‑asset portfolio management, product development, and investment solutions. Since 2021, he has been working at Deutsche Bank, where he has held roles of increasing responsibility, becoming Head of Advisory Solutions in 2024. In this role, he oversees model portfolio creation, commercial advisory support, and the offering of both liquid and illiquid solutions for the Italian market, with a strong focus on DPM solutions.He previously built a solid career at Credem Banca, CredemVita, and Euromobiliare SGR, managing multi‑asset mandates, developing investment products, and defining strategic asset allocations. He began his career as a Financial Advisor, later moving into roles as a Derivatives Trader, Equities Portfolio Manager, and then Multi‑Asset Portfolio Manager. He holds a Master’s degree in Merchant Banking (LIUC).
Speakers
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis eget lectus nulla. Nunc lobortis quam at lacinia interdum. Donec euismod id urna ut ornare. Pellentesque dictum nulla est, vehicula egestas lorem venenatis sed. Proin eu efficitur sem, eget rhoncus nunc. Nunc facilisis interdum accumsan. In a magna ut lectus posuere placerat vel id lorem. Nulla eget nisl sem. Etiam et scelerisque nibh. Aenean ligula enim, tincidunt sit amet blandit in, mollis sit amet velit. Aenean in neque congue, semper nisl eget, varius erat. In hac habitasse platea dictumst. Duis commodo id enim at sollicitudin.
Nulla nec magna non risus vestibulum pretium sed nec nulla. Quisque molestie venenatis ultricies. Pellentesque pulvinar lorem at semper scelerisque. In a bibendum est. Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas. Duis lorem eros, sagittis a sollicitudin sit amet, accumsan id nibh. Integer venenatis, enim eget sodales volutpat, metus nunc imperdiet eros, vitae lacinia urna ligula ut purus.
Integer sollicitudin, lectus ac efficitur suscipit, ex erat dapibus sapien, non pretium ante ex ac sapien. Nullam viverra vulputate mauris, sit amet consequat enim fringilla vitae. Nullam ac mi eget arcu interdum vehicula eget id augue. Maecenas ac metus vestibulum, volutpat ante vel, sodales nisl. In id lacus imperdiet, ullamcorper nibh ut, blandit tortor. In in turpis ex. Donec semper blandit tempor. In hac habitasse platea dictumst. Curabitur scelerisque eu lacus ac aliquet. Duis dapibus, tellus non commodo tempor, erat neque ultricies dui, sed elementum sapien justo nec sapien. Sed dapibus ac augue ut congue. Duis nec velit sem.
Aliquam scelerisque ullamcorper dictum. Integer pharetra augue non tellus volutpat, nec sollicitudin leo tincidunt. Praesent luctus lectus ante, eu malesuada mi euismod ac. Donec eget tempus ligula, eu mollis diam. Praesent aliquet finibus quam at lobortis. Mauris at metus eget augue tristique tempus. Cras porta efficitur ligula dapibus ullamcorper.
Guest Speaker
Alexander de Bruin
Guest Speaker
Ciro Vuolo
Ciro Vuolo is a finance professional with more than 25 years ofexperience in investment advisory, multi‑asset portfolio management, productdevelopment, and investment solutions. Since 2021, he has been working atDeutsche Bank, where he has held roles of increasing responsibility, becomingHead of Advisory Solutions in 2024. In this role, he oversees model portfoliocreation, commercial advisory support, and the offering of both liquid andilliquid solutions for the Italian market, with a strong focus on DPMsolutions.
He previously built a solid career at Credem Banca, CredemVita, and Euromobiliare SGR, managing multi‑asset mandates, developing investment products, and defining strategic asset allocations. He began his career as a Financial Advisor, later moving into roles as a Derivatives Trader, Equities Portfolio Manager, and then Multi‑Asset Portfolio Manager. He holds a Master’s degree in Merchant Banking (LIUC).