What?
- This is a one-day deep dive seminar on the European and US debt purchaser / debt collector sector, focused on 11 companies (Arrow Global, Lowell, Cabot, Intrum, Encore, PRA, Hoist, B2, Anacap, MCS and Kruk)
- We go in detail through our various valuation methodologies (DCF, In-Force & New Business valuation and Run-Off) and sensitivities which are crucial to understanding the prospects for the companies
- We also look at some of the key issues for the sector going forward – new portfolio IRRs and gross money multiple outlook; funding outlook; macroeconomic sensitivity; operating leverage; digitalization opportunity; deleveraging prospects; and much more!
Take Home
- Granular plug and play financial model on Lowell with user-editable input assumptions
- Seminar presentation material (print only)
Presenter
- Rupesh Tailor, CEO & Founder, Everest Research
- Rupesh has been an analyst and investor in the high yield market since 2001 and has been covering the European Debt Purchaser sector since its early days
When and Where
- Tuesday 2 July 2019
- London (UK)
Download Full Agenda