Investment Summit Videos › 2026
Private Credit & Direct Lending: Sustaining Returns as the Market Matures
About this session
Private Credit and Direct Lending have become core pillars of the global financing landscape, driven by bank retrenchment, tighter regulation, and growing sponsor demand for flexible capital solutions. As the market rapidly matures and competition intensifies, investors are increasingly focused on maintaining underwriting discipline, pricing integrity, and covenant quality while continuing to deploy capital at scale.
This panel will explore how leading private credit platforms are sustaining attractive risk-adjusted returns by identifying market dislocations, executing with conviction, and dynamically rotating capital across portfolios. The discussion will also examine what differentiates top-performing lenders in sourcing proprietary opportunities, structuring resilient deals, managing downside risk, and navigating an evolving credit cycle.
Speakers
- Christian Grobenski – Managing Director King Street Capital Management
- Edmund Costello – Investor Family Office
- Murad Khaled – Managing Director Marathon Asset Management
- Vlad Lounegov – CEO Mbanq
- Walter Gontarek – CEO & Chair Channel Capital Advisors
Chapters
- 0:00 Introductions
- 1:35 Asset classes and geographies in focus
- 6:29 Where panellists are allocating today
- 28:54 Real estate credit opportunities
- 33:50 Lessons from earlier direct lending vintages
- 37:19 Specialty finance facilities
- 41:41 Private credit issuance
- 46:05 Closing remarks
Next Summit
UK-GCC Private Capital 3rd Annual Investment Summit
13 May 2027 · Royal Lancaster Hotel, London
UK-GCC Private Capital is an investor-led platform for asset owners and asset managers, LPs and GPs, private equity, sovereign wealth funds, family offices, investment funds, financial institutions and growth-driven businesses across the UK, GCC, Europe and the US.