IPEM 2025

Paris | 24–26 September

David Mihalick | Panel | 25 September | 3:00 p.m. CET

What A Big, Beautiful Repricing of Risk Means for Portfolios

The passage of President Trump’s tax bill marked a turning point for investors, triggering a shift away from U.S. assets amid rising concerns over tariffs and the debt ceiling. For private market investors, this evolving environment raises critical questions:

• How should private market investors recalibrate their approach to risk?
• What is the premium being placed on risk assets today?
• What is the net impact of tariffs on portfolios?
• How can firms build agility into their risk management practices?

Join us as we unpack these challenges and explore strategies for navigating uncertainty in a rapidly changing policy landscape.

Orla Walsh | Panel | 26 September | 10:45 a.m. CET

Reaching Maturity—Trends in Core Mid-Market Direct Lending

Direct lenders have become the financing partner of choice for mid-market sponsors, valued for their speed, certainty, and flexibility. But in another challenging year for sponsor-backed M&A, key questions emerge:

• How are direct lenders maintaining deal flow in a slower market?
• What strategies are debt platforms using to navigate geopolitical shocks and economic uncertainty?
• Are the futures of debt funds and financial sponsors more intertwined than ever?

Join us for a conversation on how leading lenders are adapting, innovating, and staying resilient in today’s complex environment.

Featured Speakers

David Mihalick
Co-Head of Global Investments
Orla Walsh
Head of Europe Private Credit Portfolio Management

Meet the Team

Headshot of Bryan High smiling at the camera.
Bryan High
Head of Global Private Finance
Headshot of Tyler Gately smiling at the camera.
Tyler Gately
Head of North America Private Credit
Headshot of Stuart Mathieson smiling at the camera.
Stuart Mathieson
Head of European Private Credit & Capital Solutions
Headshot of Matt Hansford smiling at the camera.
Matt Hansford
Head of Europe, Portfolio Finance
Headshot of Ian Wiese smiling at the camera.
Ian Wiese
Managing Director, Portfolio Finance
Headshot of Joseph Plank smiling at the camera.
Joseph Plank
Senior Originator, Global Private Finance
Headshot of George Taillet looking at the camera.
Gregoire Taillet
Senior Director, Global Private Finance
Headshot of Antoine Gosselin-Mercury smiling at the camera.
Antoine Gosselin-Mercury
Senior Director, Global Private Finance
Headshot of Alex Harley smiling at the camera.
Alex Harley
Co-Head of UK & Europe, Global Client Group
Headshot of Sascha Speckter smiling at the camera.
Sascha Specketer
Co-Head of U.K. & Europe, Global Client Group
Headshot of Censi Zhou smiling at the camera.
Censi Zhou
Head of France, Global Client Group
Headshot of Phillippe Lorent smiling at the camera.
Philippe Lorent
France, Global Client Group
Headshot of Sennait Adhanom looking at the camera.
Sennait Adhanom
Southern Europe, Global Client Group
Headshot of Charlotte Fogel smiling at the camera.
Charlotte Fogel
Head of Benelux, Global Client Group
Headshot of Sarah Einig smiling at the camera.
Sarah Einig
Head of European Media Relations
25 September | 6:30–9:30 p.m. CET

An Evening with Barings at Le Royal Monceau—Raffles Paris

Join Barings’ senior investment leaders for an exclusive evening of cocktails and canapés amid contemporary art at Le Royal Monceau—Raffles Paris.

RSVP

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