Day 1 Agenda
- What does the challenging fundraising environment mean for different players?
- How is this putting pressure on the operational side of the business?
- Is bigger always better? How can midmarket GPs appeal to LPs?
- How can firms maintain consistency and profitability in the current market environment?
- How are capital structures evolving in response to the challenging conditions?
Graeme Chaffe, Partner, Chief Financial Officer, Anacap
Aaron Kienwald, Chief Operating Officer, Oakley Capital
Magdalena Pasecka, Partner & CFO, Innova Capital Partners
Karen Sands, Chief Operating Officer, Federated Hermes
Moderator: Aleksandra Cison, Director - Strategic Fund Solutions, HSBC
- How are CFOs and COOs responding to increased investor scrutiny?
- How is ODD evolving in line with technology innovation?
- Assessing the pros and cons of using an outsourced ODD provider
- How can the ODD process be used to improve a firm's own internal processes?
Sally Beh, Managing Partner, ACE & Company
Louise Denning, Partner - CFO, Montagu Private Equity
Kirsty Joly, Chief Financial Officer, Px3 Partners
Matthew Maguire, Chief Financial Officer, Park Square Capital
- How have valuations evolved over the past year and where are they today?
- Why is there so much negativity surrounding PE valuations?
- What does the valuation process look like? What tools are available for GPs to use?
- How are CFOs and COOs adapting their strategies to comply with the IPEV valuation guidelines?
Jonathan Hewitson, Chief Financial Officer, Kennet Partners
Simon Hirtzel, General Partner & COO, IQ Capital
Eva Hubsman, Partner & CFO, Israel Secondary Fund
Neel Mehta, Finance Partner, Primary Capital Partners
Bryan Astheimer, Head of Investment Manager Services (IMS), Europe, SEI
Fund financing
- What non-traditional, alternative sources of finance are available?
- How is the macro environment influencing fund finance choices?
- What do CFOs and COOs need to be aware of when financing their funds?
- Why haven’t we seen the predicted boom in NAV lending?
Discussion leaders:
Prem Mohan Raj, Partner, Chief Operating Officer, North Edge
Tom Wakeman, Chief Operating Officer, Soho Square Capital
Talent retention, management and succession
- How best to minimise the cultural divide between the investment and operational teams
- Developing a culture of growth and development
- What are the long-term ramifications of technology innovations on human talent?
Discussion leader:
Debojit Mukherjee, Chief Operating Officer, Agilitas
Navigating cybersecurity risk
- How to minimise risk exposure
- What level of risk do the adoption of novel AI platforms pose?
Retailisation of private equity
- How can funds be structured to allow better market access to retail investors?
- How can you ensure alignment of interest with retail investors? What does the balance of power look like?
- Is retailisation worth the regulatory, governance and technological burden for midmarket firms?
Discussion leader:
Tim Andrews, Chief Executive, IDR Group
Changing role of the CFO: a guide for smaller funds with smaller budgets
- The ever evolving role of a C-suite leader
- How to cope with the operational requirements when outsourcing or hiring is not an option
- Balancing short-term needs with long-term objectives
Discussion leaders:
Shuli Levy, Chief Financial and Operating Officer, Expedition Growth Capital
Kenny Miller, Chief Financial Officer, FPE Capital
Outsourcing: building the ideal model
- What are the key considerations when choosing a partner?
- How to ensure sufficient safeguarding measures are in place in preparation for outsourcing
- How can you maintain service provider relationships as processes become more automated?
Discussion leaders:
Donal O’Neill, Head of Business Development, Investment Manager Services (IMS), Europe, SEI
Day 2 Agenda
- Identifying and assessing operational risks and their potential impact on your firm
- Balancing liquidity, currency risk and FX exposure during a time of market volatility
- How can risk management and reporting processes be adjusted to reflect changing liquidity levels?
- Sustainability risk management
- Single versus multi-platform solutions
- Building a roadmap for seamlessly transitioning from manual to digital processes to ensure growth
- What kind of due diligence is needed to evaluate tech solutions and providers before onboarding?
- How can technology be leveraged to improve IR?
Jessie Juan, Co-Founder & Partner, Quantium
ESG: the impact of changing sentiment
- What are investors’ ESG requirements and how have they changed over the past year?
- How is the global political landscape affecting the adoption of ESG strategies?
- What is the impact of ESG credentials on attracting international investors?
Discussion leader:
Bettina Denis, Head of Sustainability, Revaia
Taxation of carried interest: planning for change
- What does the potential change in UK Government mean for carried interest?
- How can firms plan ahead?
- What structures will we see coming to market to deal with the expected changes?
- Is carry still the best structure for PE?
Streamlining the back and middle office
- Approaches for scaling AUM without scaling headcount
- Leveraging technology and automation to deliver process optimisation
- Importance of service quality and data delivery to end investors
Discussion leaders:
Rosemary McCollin, Funds Director - US, UK, Europe, Vistra
Kevin Muller, Head of Business Change and Services, Coller Capital
- A recap of the key insights and learnings from the summit
- Identifying actionable strategies to drive operational excellence
- Attendees will be surveyed prior to the summit about their current concerns and the results will be discussed
- An open forum for audience questions and discussion run strictly under Chatham House Rule