European Outlook Conference Slides
Full Agenda:
9:00am - OPENING ADDRESS
Registration starts from 8:30am
An opening speech to welcome all attendees, provide an overview of the day’s schedule, and set the stage for the discussions ahead.
Brian Studioso, Head of European Research at CreditSights
9:10am - 2026 Global Strategy Outlook: Developed Risks and Emerging Rewards
Looking ahead to 2026, our Head of European Strategy Logan Miller, Head of EM Sovereign Strategy Regis Chatellier, and Head of IG & Macro Strategy Zachary Griffiths discuss the global investment outlook, weighing developed market risks against emerging opportunities and implications for portfolio positioning.
Logan Miller, Head of European Strategy at CreditSights
Regis Chatellier, Head of EM Sovereign Strategy at CreditSights
Zachary Griffiths, Head of IG & Macro Strategy at CreditSights
10:00am - IG/Crossover Compass: Navigating the 2026 Technical Landscape
As technical factors reshape the IG and crossover markets heading into 2026, our Head of IG & Macro Strategy Zachary Griffiths moderates a discussion with Logan Miller, Luke Millar, Todd Howard, and Damon Mahon on navigating supply dynamics, investor flows, and evolving market structure.
Zachary Griffiths, Head of IG & Macro Strategy at CreditSights – Moderator
Logan Miller, Head of European Strategy at CreditSights
Luke Millar, Global Editor-in-chief at CreditSights (LevFin Insights)
Todd Howard, Portfolio Manager at MetLife
Damon Mahon, Fixed Income Syndicate at Wells Fargo
10:45am - NETWORKING BREAK & REFRESHMENTS
Take a moment to recharge and connect with fellow attendees over light refreshments. We encourage you to continue the conversation, exchange insights, and build valuable connections with industry peers and our expert speakers.
Track 1
Track 2
11:15am: Around the Sectors: Main Drivers and Top Picks/Pans
A deep dive into sector-specific drivers, highlighting our analysts’ highest conviction picks and credits to avoid.
Logan Miller, Head of European Strategy at CreditSights – Moderator
Andrew Belton, Head of Basics and Infrastructure at CreditSights
Alex Lawrence, TMT Analyst at CreditSights
Andrew Moulder, Head of Utilities at CreditSights
Mariya Nurgaziyeva, Head of Consumer at CreditSights
Mary Pollock, Head of Real Estate at CreditSights
Jim Williamson, Senior Autos Analyst at CreditSights
12:00pm: M&A Risk in 2026: European Corporates Back on the Front Foot?
This session brings together speakers to discuss the revival of M&A-driven issuance in European markets, the competitive dynamics between private credit and syndicated lending, and credit risk expectations for 2026.
Maryum Ali, Senior Consumer Goods Analyst at CreditSights
Mark Chapman, Head of Telecom/Media at CreditSights
Andrew Belton, Head of Basics and Infrastructure at CreditSights
Ruth McGavin, Managing Editor at LFI
11:15am: Leveraged Finance 2026 Outlook: Building Bridges
Bridging perspectives on leveraged finance opportunities, risks, and structural trends heading into 2026.
Luke Millar, Global Editor-in-chief at CreditSights (LevFin Insights) – Moderator
Jane Gray, European Head of Research at CreditSights (Covenant Review)
Kartik Subramanian, Managing Director at Goldman Sachs
Ben Pakenham, Leveraged Credit Portfolio Manager at Polen Capital
Conor Daly, Head of European Credit at CIFC
12:00pm: LMEs: The Covenant Playbook
How are borrowers rewriting the rulebook on liability management exercises, and what tools can creditors deploy to protect their positions?
Shoshanna Harrow, Senior Director at CreditSights (Covenant Review)
12:35pm: NETWORKING LUNCH
Connect with fellow attendees and industry peers over lunch while exchanging insights and building valuable relationships.
Track 1
Track 2
13:35pm: Anti-Globalization in a Post Tariff World
Trade barriers accelerate the dissolution of global supply networks: Strategic implications for capital allocation and sovereign economic autonomy.
Brian Studioso, Head of European Research at CreditSights – Moderator
Andrew Belton, Head of Basics and Infrastructure at CreditSights
Andrew Moulder, Head of Utilities at CreditSights
Mary Pollock, Head of Real Estate at CreditSights
Jim Williamson, Senior Autos Analyst at CreditSights
14:15pm: European Banks: FAQs and Facts
This session cuts through common misconceptions to examine the actual state of European bank balance sheets, capital strength, asset quality, and performance drivers.
Simon Adamson, Head of Financials at CreditSights – Moderator
Puja Karia, Head of Western European Banks at CreditSights
Paola Biraschi, Head of Southern European Banks at CreditSights
Christian Scarafia, Head of Northern European Banks at Fitch Ratings
13:35pm: Special Situations: Deep Dive
The discussion explores complex credit scenarios including distressed debt, restructurings, corporate transformations, and event-driven opportunities requiring specialized analysis.
Helen Rodriguez, Head of European Special Situations at CreditSights
14:15pm: High Yield Picks & Pans
Join our analysts as they share their strongest investment views, identifying attractive opportunities and highlighting credits with heightened risk profiles in today’s high yield market.
Mark Chapman, Head of Telecom/Media at CreditSights – Moderator
Andrew Belton, Head of Basics and Infrastructure at CreditSights
Amarveer Singh, Senior Food Retail and Gaming Analyst at CreditSights
Mary Pollock, Head of Real Estate at CreditSights
Jim Williamson, Senior Autos Analyst at CreditSights
15:00pm: NETWORKING RECEPTION
Unwind with speakers, colleagues, and industry professionals in a relaxed setting perfect for meaningful conversations and new connections.
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