A Candriam and CAIA Association Webinar Series - Navigating Private Markets Today: Investor Perspectives

Episode Four: European PE Buyouts: Evolution of the Value Creation Playbook

This is Episode 4 of CAIA Association's five-part webinar series in collaboration with Candriam.

The session began with a keynote from Georgina Tzanetos, Director of Content at CAIA Association, followed by a discussion featuring:

• Gabriele Balagna - Principal, Investments at Amundi Alpha Associates
• Francesco Gonzaga - Partner and Head of Italy at Andera Partners

Moderated by Jérémie Sternis, Deputy Head of Private Assets Distribution & Private Assets Specialist at Candriam.

Together they examined the private equity buyout model in Europe, including sourcing, structuring, and value creation strategies. The discussion focussed on operational improvements, market dynamics, and factors influencing entry and exit decisions in the current environment.

Episode Three: Life Sciences Venture Capital: An Investor Perspective on Medtech and Biotech

Our third episode in this five-part series on private market strategies is now available to replay.

This session dived into the world of venture capital investing in the life-sciences sector.

What you will hear about:

• An overview of BioTech and MedTech opportunities 
• The key drivers and investment processes of life-science investing
• How investors identify and evaluate opportunities within the sector

Our panel also presented a selection of case study examples and factors to consider when analysing the asset class. 

Episode Two: Corporate Direct Lending in the Current Credit Cycle: Risks and Opportunities

Our second episode in this five-part series on private market strategies is now available to replay.

This session looked behind the headlines of the private debt market.

Here’s what you’ll hear about:

Why the private debt sector is facing transition rather than turmoil in these changing market conditions.

How private corporate debt has kept its structural raison d’etre despite the growth of the asset class.

The greater selection of investment solutions available due to this evolution. Our panel of experts also discuss what this means for investors and the factors to consider when analysing these different approaches

Episode One – Replay available

Asset-Based Finance: Diversification and Decorrelation Potential within Private Debt

This session will examine the role of asset-based finance within private markets, with a focus on how collateralised lending structures function across different sectors.

Here’s what you’ll hear about:

Our panel of private debt experts outline what distinguishes this asset class and explore areas such as energy transition, mobility, and equipment financing.

The discussion focuses on considerations such as risk management and diversification within portfolios.

The experts share their views on why they believe opportunities may exist, even late in the credit cycle.