​Day 1


Registration and networking


​Chair welcome address


Opening panel discussion:
Cultivating operational harmony

  • Tracking the technological transformation of the operational function in today’s digital world
  • Embracing change and making headway: how to take advantage of what tech has to offer?
  • How integrating tech can help streamline business processes and improve workflow
  • Developing and automating a single source of truth from portfolio company to investors

Case study led panel part 1:
Increasing operational efficiency through tech integration

  • Operational review: Why certain IT systems are more successful than others and selecting the right ones for your company

Practical know-how: Through looking at real life cases of a variety of managers in various stages of tech integration, we will explore different approaches and solutions. Tech implementation case studies:

  • Case study 1
  • Case study 2

Coffee break and networking


Case study led panel part 2:
Increasing operational efficiency through tech integration

  • Case study 3
  • Case study 4

Coping with the avalanche of regulation

  • Tackling increased regulation at this point in the cycle: From ESG to reporting requirements and dealing with the ‘regulatory burden’


Panel discussion:
​Gaining regulatory perspective

Approaches to ensuring compliance in an increased regulatory environment

  • Anti-money laundering and combating terrorist financing - how will this impact smaller funds?
  • Preparing to backtrack: Adapting to constant change in jurisdiction and the legislative landscape
  • Keeping abreast of taxation and staying ahead of the game this tax season
  • Dealing with IPEV Valuation Guidelines

Panel discussion:
Timing is everything: Matching fund financing solutions to your funds life cycle

  • Fund finance fully matured or set to implode?
  • Why are more and more providers entering the market and who are they?
  • Navigating the various products available: From capital call facilities, subscription lines, NAV and hybrid facilities to preferred equity and secondaries for continuation vehicles

Lunch break and networking


Motion: the concept of CFO role stretch is a generational issue, younger CFOs know how to harness tech to build efficiencies and scale and ease the workload burden…



  • Cyber security
  • Tax and compliance
  • Outsourcing
  • FX

Country pursuits


Drinks reception



​Day 2


Coffee and networking


Capitalising on human capital

  • Why HR departments should be honing in on human capital to reach the team’s full potential
  • Optimising workforce planning: ensuring solid team organisation, getting to grips with management and motivation of team members
  • Boosting your employee engagement strategy to improve wellness in the workplace
  • Control less, encourage more - creating higher performers and encouraging adult behaviours through improved staff treatment

Panel Discussion:
Talent acquisition and retention in the finance function

  • Sourcing and retaining talent from outside of PE
  • Less talk, more action: Championing diversity and inclusion within the finance sector
  • Benchmarking remuneration within the PE industry and beyond
  • How best to deal with administration of carry plans

Coffee break and networking



  • Carry and waterfall structures
  • Office culture: Connecting team members
  • Retaining and rewarding talent

Fireside chat:
Designing an impactful ESG policy to last the life of your fund

  • More than ticking the boxes: How to show investors that ESG is being incorporated into the investment process through policy implementation
  • Future-proofing: Moving from pure ESG to holistic investing

Panel discussion:
ESG: the DNA of the company

  • Minimising risk, maximising returns: juggling the prioritisation of maximum returns with corporate and social responsibility
  • ESG and talent acquisition
  • ESG and operational due diligence
  • ESG credentials: Getting to grips with guidelines in order to avoid greenwashing and bandwagoning
  • Addressing the importance of having a lock-step, allowing for companies to have direct impact

Farewell lunch and close of conference