Annual Debt Fund Webinar

The Deloitte Debt Fund Services team are delighted to invite you to our annual Debt Sector Market Update.

Deloitte’s award-winning Debt Sector Fund Services team will share insights with you around the latest developments in the private debt market. Our expert speakers will cover a range of topics, including climate and sustainability, Artificial Intelligence (“AI”), ESG-linked bonds, and updates on the securitisation and structured finance markets.

The webinar will also provide a comprehensive update on the UK Qualifying Asset Holding Company (QAHC) Regime, which is designed to encourage investment in UK infrastructure and real estate projects.

By attending this webinar, you will have the opportunity to learn from leading industry experts and gain a deeper understanding of the latest trends and best practices in the private debt market.

Whether you are an investor, asset manager, or other financial professional, this webinar is a must-attend event for anyone looking to stay up-to-date on the latest developments in the private debt market. Don't miss out on this opportunity to learn from the best and gain valuable insights into the future of the industry. Register now to secure your spot!

Wednesday 29 May 2024
11:00 – 12:00 BST
Zoom
Meeting link will shared post confirmation

Schedule:

Speakers

Duration

Contents

Opening - Marc Cleeve

5

Marc is an experienced Audit Partner based in Jersey and leads the Debt Fund sector for Islands and Gibraltar. With over 20 years of experience in audit and a broad range of expertise in different debt strategies, he also advises clients on tax compliance, structuring as well as debt funds restructuring and liquidation.

Climate and Sustainability; and Developments around AI - Matt Reynolds

15

Matt is a member of Deloitte’s global climate and sustainability network. He has over 20 years’ business change and transformation experience across regulatory compliance, M&A and strategic initiatives. He will provide a contextual overview on ESG, together with insights into evolving reporting requirements and board considerations. He will also cover the developments around AI and its potential future impacts.

Private debt market update, and Green & ESG Linked Loans - Jed Poole

10

Jed sits in our UK Debt Advisory team and will provide an update on the debt markets, in particular non-bank lenders. Jed will focus on providing an update on the debt markets, in particular the private debt lending landscape, as well as some introductory materials on green and ESG-linked loans.

Updates on the securitisation and structured finance markets - Steve Webber

15

Steve is a Director at Deloitte with over 17 years’ experience involved in securitisation transactions. Steve has previously held roles at both a rating agency and the Bank of England and now is the lead for Deloitte’s Structured Finance Advisory business. Steve will share an update on the securitisation markets, including recent trends in issuance, performance and an outlook for 2024.

Market update on UK Qualifying Asset Holding Company (QAHC) Regime - Dale Hewitt-Smith

10

Dale is a Director in Deloitte’s Private Market Funds team in London, specialising in credit fund structuring and transactions. Dale will provide an update on the UK’s Qualifying Asset Holding Company regime and its use in a debt investment context.

Q&A

5


Who are we?

Deloitte’s Debt Fund Services team spans audit, advisory and tax experts in the Channel Islands, Isle of Man, Gibraltar and Deloitte’s NSE network.

Deloitte is the winner of the 2019, 2020 and 2021 Alt Credit European Awards for best Audit Service.

The award-winning team has developed a level of competency, experience and expertise which is unique in the financial services market, and our client experience and technical knowledge of all debt asset types means we can deliver an expert and insightful audit.

Deloitte’s market-leading reputation is grounded in marquee debt sector clients including LSE and TISE listed debt funds.

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