IPEM 2025
Paris | 24–26 September
Friend or Foe - How to Evaluate NAV Financing of Private Capital Funds
Although not new, NAV financing is gaining traction in a market for slow distributions. What factors should LPs be considering when a GP plans to use this type of financing? How does it change the risk profile of the portfolio? When is the strategy an attractive private debt investment?
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.
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
Orla Walsh
Matt Hansford
Meet the Team
Bryan High
Tyler Gately
Stuart Mathieson
Ian Wiese
Joseph Plank
Gregoire Taillet
Antoine Gosselin-Mercury
Alex Harley
Sascha Specketer
Censi Zhou
Philippe Lorent
Sennait Adhanom
Charlotte Fogel
Sarah Einig
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.
Related Content
The Many Sub-Asset Classes Within Fund Finance
In this interview with Private Debt Investor, Matt Hansford, Head of Europe, Portfolio Finance, discusses the rise of fund finance as a core institutional asset class and explains why generating alpha and rapid capital deployment are some of its key advantages.
Direct Lending: Why Global & Why Now?
David Mihalick, Co-Head of Global Investments, contributed to Pensions & Investments’ report on the evolving private credit landscape and the benefits drawing investors to the new era of the asset class.
Private Markets’ Next Great Asset Class?
In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.
Investors Take a Global Approach to Direct Lending
CEO & Chairman Mike Freno recently sat down with Financial News in London. Mike spoke about how private markets are in Barings’ DNA, and how any future M&A activity involving Barings is likely to be used to bolster its current range by offering adjacent strategies.
Private Credit
Our global presence and longstanding expertise allows us to evaluate and capture the yield potential of illiquid and less liquid credit-based investments.
Portfolio Finance
Our dedicated team of over 30 professionals across investment origination, underwriting, structuring, servicing, and portfolio management is focused on providing investors access to a unique investment grade asset class.
Industry Partnerships & Events
At Barings, we believe that strong partnerships and meaningful connections drive success. Our industry collaborations and exclusive client events provide a platform for thought leadership, innovation, and continued relationship-building in the ever-evolving landscape of asset management.
