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About the Event
We are pleased to invite you to join the third edition of the Tikehau Capital LP Investor Forum taking place at the Pavillon d'Armenonville in Paris on Tuesday 8th September, 2026.
This exclusive afternoon event will bring together our valued LPs for insightful discussions on asset allocation and investment strategies. Building on last year’s success, we are curating a programme with a fresh line up of innovative sessions, actionable insights and opportunities to foster meaningful connections.
Keynote Speaker
Patrick Pouyanné, Chairman and Chief Executive Officer of TotalEnergies SE
We are pleased to announce that Patrick Pouyanné, Chairman and Chief Executive Officer of TotalEnergies SE, will deliver the keynote address at the third edition of the Tikehau Capital LP Investor Forum. One of the most influential business leaders shaping Europe’s energy, industrial and strategic future, Mr. Pouyanné will speak on “Energy, sovereignty and strategic investment in an age of fragmentation” and address some of the defining questions facing Europe today.
The Speakers
Agenda
LP Investor Forum 2026 - From resilience to readiness: financing the next chapter.
As inflation, interest rates and geopolitical risks continue to reshape capital allocation, investors are navigating a more nuanced environment, one marked by improving visibility in some segments, continued dislocation in others, and significant dispersion across regions, sectors and asset classes.
In this context, the focus is shifting from pure defensiveness to selective deployment: prioritising resilience, downside protection, liquidity awareness and access to high-conviction opportunities.
Tikehau Capital is well positioned through its leadership in private credit, differentiated capital solutions, and its ability to invest across strategies, geographies and market cycles.
14:05-14:30 Macro and Market Convictions: navigating dispersion, policy uncertainty and reopening opportunity Thomas Friedberger, Co-CEO & CIO, Tikehau Capital
Rate normalisation vs renewed volatility, the return of dispersion across regions and sectors, where private markets can still command illiquidity premia, what a “new cycle” really means for deployment and exits.
14:30-15:00
Navigating private credit: resilience, selectivity and portfolio construction in a more complex market
Speakers
Maxime Laurent Bellue, Deputy Chief Executive Officer & Co-Head of Credit, Tikehau Capital
Cécile Mayer-Lévi, Co-Head of Credit & Head of Private Debt, Tikehau Capital
Jean-Baptiste Tricot, Chief Investment Officer, AXA
- Defaults, amendments and restructurings: what matters now
- How lenders are underwriting in an era of persistent uncertainty
- AI, digital infrastructure and software: where conviction is highest, where caution is warranted
- Duration, liquidity and asset/liability alignment in private portfolios
- Europe’s mid-market opportunity set in a more fragmented global economy
Moderator: Charlotte Kan.
15:00-15:30
Breakout Sessions - attendees to choose between:
1. Private Equity at the heart of resilience: investing in sovereignty.
2. Markets in 2026 : powerful tailwinds, very real risks.
- Private Equity at the heart of resilience: investing in sovereignty.
- How has geopolitics reframed sovereignty in energy and aerospace & defence?
- Is sovereignty now investable — and where can private equity add distinctive value?
- Fabien Roualdes, Co-Head of Aerospace & Defence, Tikehau Capital
- Pierre Abadie, Group Climate Director & Co-head of the Private Equity Decarbonisation Strategy, Tikehau Capital
- Markets in 2026 : powerful tailwinds, very real risks
Markets continue to benefit from remarkably strong fundamental support: the resilience of economies and businesses, fiscal support, as well as AI-related investment and its effects on innovation and productivity. That said, geopolitical, energy, inflationary and credit risks call for vigilance. Our framework for investing in today’s markets.
- Macroeconomic outlook: Could the return of inflation derail the global economy? How will central banks respond?
- Equity and fixed income markets: Will corporate earnings growth prove resilient in the face of the energy crisis? How should investors position around the AI theme? Can Europe seize the opportunity? Is carry still a strategy to favor?
- Asset allocation: Which asset classes, sectors and geographies should be prioritized in a portfolio?
16:00-16:35 LP Panel #1 Real Estate rebound: Signs of a new cycle beyond the downturn
- David Chang, CEO, IGIS Europe
- Jurgita Vander Veken, Investment Management & ALM, P&V Insurance
- Matthijs Storm, CEO, Wereldhave
16:35-17:10 LP Panel #2 Credit allocations in transition: where LPs are increasing conviction, and where they remain cautious
- Bruce Pan, Managing Director and Head of Private Debt, Ping An Overseas Holdings
- Sam Cho, General Manager, Overseas Alternative Investment, Kyobo Life
- Xevi Moreno Tarres, CIO, HNA
17:30-18:00 Keynote Speech – Patrick Pouyanné, Chairman and CEO - TotalEnergies Theme: Energy, sovereignty and strategic investment in an age of fragmentation
- Energy security and competitiveness
- Electrification, storage and grid resilience
- Industrial sovereignty and supply-chain resilience
- Defence, cyber and critical infrastructure
- The relationship between strategic autonomy and the cost of capital
- Europe’s investment agenda in a less predictable world
Why Attend?
Location
Pavillon d'Armenonville
1 Allée de Longchamp
75116 Paris
France