CreditSights' European Outlook Conference
Date: Thursday, December 4th 2025
Mark your calendar for an essential day of insight, strategy, and networking. Join us for an in-person, insight-packed day where our analysts cut through the noise and set the agenda for 2026.
What to expect:
- Big-picture strategy across Global, Europe, and EM
- Actionable views on IG, HY, LevFin, and Special Situations
- Sector drivers, top picks and pans, and key risks to watch
- High-impact networking with peers and our research team
Speaker lineup and session details below. Lock in your seat and get ready for sharp perspectives and practical takeaways you can use immediately.
Questions? Please get in touch with our events team.
Register Now
Agenda:
8:30 AM
REGISTRATION
9:00 AM
OPENING ADDRESS
Brian Studioso, Head of European Research, CreditSights
9:10 AM
2026 Global Strategy Outlook: Developed Risks and Emerging Rewards
Speakers:
Logan Miller, Head of European Strategy, CreditSights
Regis Chatellier, Head of EM Sovereign Strategy, CreditSights
Zachary Griffiths, Head of IG & Macro Strategy, CreditSights
10:00 AM
IG/Crossover Compass: Navigating the 2026 Technical Landscape
Moderator:
Zachary Griffiths, Head of IG & Macro Strategy, CreditSights
Speakers:
Logan Miller, Head of European Strategy, CreditSights
Luke Millar, Global Editor-in-chief, CreditSights (LevFin Insights)
Todd Howard, Portfolio Manager, MetLife
Damon Mahon, Fixed Income Syndicate, Wells Fargo
10:45 AM
NETWORKING BREAK & REFRESHMENTS
11:15 AM
Around the Sectors: Main Drivers and Top Picks/Pans
Moderator:
Logan Miller, Head of European Strategy, CreditSights
Speakers:
Andrew Belton, Head of Basics and Infrastructure, CreditSights
Alex Lawrence, TMT Analyst, CreditSights
Andrew Moulder, Head of Utilities, CreditSights
Mariya Nurgaziyeva, Head of Consumer, CreditSights
Mary Pollock, Head of Real Estate, CreditSights
Jim Williamson, Senior Autos Analyst, CreditSights
12:00 PM
M&A Risk in 2026: European Corporates Back on the Front Foot?
Speakers:
Maryum Ali, Senior Consumer Goods Analyst, CreditSights
Mark Chapman, Head of Telecom/Media, CreditSights
Andrew Belton, Head of Basics and Infrastructure, CreditSights
Ruth McGavin, Managing Editor, LFI
12:35 PM
NETWORKING LUNCH
1:35 PM
Anti-Globalization in a Post Tariff World
Moderator:
Brian Studioso, Head of European Research, CreditSights
Speakers:
Andrew Belton, Head of Basics and Infrastructure, CreditSights
Andrew Moulder, Head of Utilities, CreditSights
Mary Pollock, Head of Real Estate, CreditSights
Jim Williamson, Senior Autos Analyst, CreditSights
2:15 PM
European Banks: FAQs and Facts
Moderator:
Simon Adamson, Head of Financials, CreditSights
Speakers:
Puja Karia, Head of Western European Banks, CreditSights
Paola Biraschi, Head of Southern European Banks, CreditSights
Christian Scarafia, Head of Northern European Banks, Fitch Ratings
3:00 PM
NETWORKING RECEPTION
11:15 AM
Leveraged Finance 2026 Outlook: Building Bridges
Moderator:
Luke Millar, Global Editor-in-chief, CreditSights (LevFin Insights)
Speakers:
Jane Gray, European Head of Research, CreditSights (Covenant Review)
Kartik Subramanian, Managing Director, Goldman Sachs
Ben Pakenham, Leveraged Credit Portfolio Manager, Polen Capital
Conor Daly, Head of European Credit, CIFC
12:00 PM
LMEs: The Covenant Playbook
Speakers:
Shoshanna Harrow, Senior Covenant Analyst, CreditSights (Covenant Review)
12:35 PM
NETWORKING LUNCH
1:35 PM
Special Situations: Deep Dive
Speakers:
Helen Rodriguez, Head of European Special Situations, CreditSights
2:15 PM
High Yield Picks & Pans
Moderator:
Mark Chapman, Head of Telecom/Media, CreditSights
Speakers:
Andrew Belton, Head of Basics and Infrastructure, CreditSights
Amarveer Singh, Senior Food Retail and Gaming Analyst, CreditSights
Mary Pollock, Head of Real Estate, CreditSights
Jim Williamson, Senior Autos Analyst, CreditSights
3:00 PM
NETWORKING RECEPTION