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Special situations investing in Europe is changing, says Ahmed Hamdani, founder and managing partner at Zetland Capital.

Targeting lower middle market borrowers offers a pricing premium and better lender protections, but a long-term commitment to this segment is critical, says Rich Christensen, senior partner at TPG Twin Brook.

Private debt’s future is bright due to favourable market dynamics and innovations such as perpetual vehicles, says Stephen Nesbitt, CEO of Cliffwater, Americas Investor of the Year in this year’s PDI awards.

Jack Gay, global head of real estate debt at Nuveen Real Estate, takes an in-depth look at the sector’s key characteristics.

Setting the right impact KPIs aligned with companies’ developmental projects is pivotal for performance enhancement, says Kartesia’s Coralie De Maesschalck, head of CSR and ESG.

The US ABF market is poised to grow, necessitating credit expertise to identify and finance a compelling value proposition for private debt investors, says Ivan Zinn, founder and CIO of Atalaya Capital.

The European lower mid-market is home to attractive niche sectors that are decoupled from macroeconomic uncertainty, says Andreas Klein, head of private debt at Pictet Asset Management.

New distribution channels look poised to widen the appeal of private credit, with all eyes on the new ELTIF 2.0 regime in Europe, say James Board and Owen Lysak, partners at Simpson Thacher & Bartlett.

Real estate direct lending can offer stable returns without the fluctuations of the public markets – a quality valued by investors today, says Ellis Sher, managing director, Arrow Lending Opportunities.

Amid tough times for the commercial real estate market, Alexandra Cooley, chief investment officer and co-founder of Nuveen Green Capital, highlights a new source of green finance that provides a bright spot.