Agenda

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

Presentation:
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

Debate:
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…

Roundtables:

• Cyber security
• Tax and compliance
• Outsourcing
• FX

Country pursuits

Drinks reception

Dinner

Coffee and networking

Presentation:
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

Roundtables:

• 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