Day 1 Agenda

Chair's Welcome and Opening Remarks
Panel discussion: Strategies to succeed in a challenging fundraising market
  • 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

Fireside chat: Challenges in managing private equity investment structures and cap tables

Mike Brogan, Head of Finance Operations, Hg Capital
Paula Savage, Director, IK Partners
Venkat Subramaniam, Founder, DealsPlus

Panel discussion: Enhancing operational reputation
  • 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
Adam King, CFO, Glendower Capital
Matthew Maguire, Chief Financial Officer, Park Square Capital

Moderator: Mike O'Keefe, Senior Account Manager, Ontra

Coffee & networking
Panel discussion: Private equity valuations: myth versus reality
  • 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

Moderator: Silvia Saccardi, Reporter, The Drawdown

Fireside chat: Private debt: scaling for success

Bryan Astheimer, Head of Investment Manager Services (IMS), Europe, SEI
Christian Hinze, COO, Stepstone

Roundtable discussions

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:
Benjamin James, Head of Lender Engagement, Alpha Group
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 leaders:
Khuram Bajwa, Director, One Ten Associates
Debojit Mukherjee, Chief Operating Officer, Agilitas

Fuelling resilience and growth through improved cyber maturity and insurability

  • How has the dynamic cyber landscape evolved over the past year? What are the top threats facing the private equity sector today?
  • How are PE firms and their portfolio companies responding to the expanded attack surface?
  • What are the key challenges associated with obtaining cyber insurance?
  • How does a focused and pragmatic approach to cyber help investments achieve greater insurability and resilience?
  • How complete visibility into investments’ cyber exposure can enable successful and profitable decision-making throughout the entire lifecycle: what tools are available for GPs to use

Discussion leaders:
Dee Parekh, Head of Cyber and IT Infrastructure, BGF
Jan Spencer, Head of Financial Services UK, KYND

Roundtable discussions

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
Rainer Kobler, Principal, Private Wealth, Hamilton Lane
Tom Slocock, Managing Director, Head of International Product & Origination, iCapital

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:
Malcolm Goddard, Partner, Crooklets
Donal O’Neill, Head of Business Development, Investment Manager Services (IMS), Europe, SEI

Beyond HR: Leveraging cognitive science and AI for revolutionary talent development

Natalia Ramsden, Director, Sofos Associates

Activities and Networking
Room check in and free time
Drinks reception

Day 2 Agenda

Coffee & networking
Chair's welcome
Panel discussion: Risk mitigation strategies for a turbulent market
  • 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

Steve Darrington, Phoenix Equity
Bruce Hepburn, Chief Executive & Founder, Mactavish
Diana Meyel, Managing Partner, Cipio Partners

Moderator: Matthias Plötz, Reporter, The Drawdown

Panel discussion: Technology and private capital: creating a holistic digital infrastructure
  • 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?

Lyndon Arnold, Chief Technology Officer, Triton Partners
Jessie Juan, Co-Founder & Partner, Quantium
Brian Mason, Chief Technology Officer, BC Partners
Venkat Subramaniam, Founder, DealsPlus

Moderator: Patrick McCullagh, Managing Director, Sales: Europe & North America, Alter Domus

Coffee & networking
Roundtable discussions

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 leaders:
Jenny Boyd, CFO, Circularity Capital

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?

Discussion leader:
Arunas Jakumavicius, Head of Tax, Park Square Capital
Jon Whiteaker, Editor, The Drawdown

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

Open discussion: Key takeaways, actionable strategies and survey results
  • 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

Malcolm Goddard, Partner, Crooklets
Jon Whiteaker, Editor, The Drawdown

Lunch and close of Summit