Agenda
Jon Whiteaker, Editor, The Drawdown
With persistent inflation, rising interest rates, and ongoing geopolitical issues a key industry professional will set the scene to how private capital markets are navigating their way through these challenges to create innovative opportunities.
- How has the definition of 'resilience' changed for PE firms in recent years We're seeing a growing appetite for specialised strategies and more flexible fund structures.
- How are market conditions driving this innovation, and what are some of the most compelling trends being observed?
- What are the key drivers behind the market moving towards consolidation, and how are firms navigating the complexities of managing multiple strategies and asset classes?
Alex Di Santo, European Head of Private Equity, Gen II
Hamish Mair, Managing Director and Head of Private Equity, Columbia Threadneedle Investments
Peter Northcott, Partner, Chief Operations Officer, Hereford Capital
- Fundraising in the current low-liquidity environment: strategies for attracting capital and managing investor expectations.
- Valuation challenges: the impact of updated ILPA guidelines, auditors' stricter stance on last-round pricing, and the need for transparency.
- Tax structuring considerations in the current market: optimising fund structures and navigating evolving tax regulations.
- Exploring the role of third-party valuation providers and their increasing scrutiny
Moderator: Peter Soliman, Managing Partner, Arosa Capital
Roland Graaf, CFO, Bencis Capital Partners
- How are recent amendments to AIFMD and other EU regulations reshaping private market operations? What are the key compliance priorities for firms today?
- What operational strategies are firms implementing to stay ahead of regulatory shifts and maintain a competitive edge?
- How are private equity firms adapting their workflows to meet evolving securities regulations, AML requirements, and KYC standards efficiently?
- What’s next on the regulatory horizon, and how should firms prepare for future developments in private markets oversight?
Vix Sherliker, Chief Compliance Officer, Stafford Capital Partners
- How do you determine when to use insourcing vs outsourcing?
- Considering the impact of increased regulatory requirements and the role of digitisation.
- Discuss the challenges of selecting appropriate providers through navigating the crowded market and choosing systems that meet specific needs and budgets.
Moderator: Shuli Levy, CFO/COO, Expedition Growth Capital
Tom Seymour Mead, Chief Financial Officer, Signal Capital Partners
- How can GPs leverage advancements in automation and data management to enhance reporting insights and efficiency, What trends are driving change in investor reporting?
- How can GPs evolve their data and reporting functions to adapt to changing investor expectations?
- With private equity increasingly focused on tapping retail markets, will DPI become more important?
Alan Chu, Partner, Finance & Operations Director, Beachbrook Capital
Gilad Amir, Digital Operating Partner, Pollen Street Capital
- The practical applications of AI in investment processes: market research, due diligence, portfolio management, and reporting.
- Managing and policing AI usage within teams: protecting proprietary information and ensuring responsible AI implementation.
- The challenges of verifying and critically assessing information obtained from AI tools like ChatGPT
Jan Beitner, Director, Data & AI, Inflexion Private Equity
Ties Boukema, Head of Data and AI, Dawn Capital
Tarak Gorai, Director and Operating Partner, Mavenswood
Julian Schickel, Managing Partner and Co-Founder, Avellinia Capital
Entering the retail market:
Paul Bramley, CFO, Claret Capital | The new frontier: How GP stakes are shaping private equity markets Exploring the integration of GP stakes with secondary markets, strategies for breaking into GP stakes, the expanding addressable market, and the intersection with impact investing.
| Succession planning- what’s next?
Karen Swain, CFO, Kindred Capital
| Changing role of the COO
Aaron Kienwald, Chief Operating Officer, Oakley Capital |
- As secondaries and co-investments reshape portfolio construction, what operational adjustments are needed to manage deal execution, valuations, and investor reporting?
- With market activity accelerating here, how should firms refine their operational models to handle increased transaction volumes, regulatory scrutiny, and investor expectations?
- What role are innovative structures like continuation vehicles playing in this evolution?
- What’s next for secondaries? As both supply and demand momentum builds what opportunities could this present
Thomas Hallinger, Managing Director, Secondaries, Golding Capital Partners
Adam King, COO, CVC Secondary Partners
Agenda
Embracing Innovation and steering change- The Future of Private Equity Operations
Jon Whiteaker, Editor, The Drawdown
- Industry veterans share their experiences navigating past market downturns, boom periods, and other significant events.
- Reflecting on past industry trends and their implications for the future of private markets.
- Sharing insights on successful investment strategies, risk management, and leadership in challenging times.
Moderator: Diana Meyel, Managing Partner, Cipio Partners
Matthias Dux, Managing Partner and Co-Founder, Avellinia Capital
Karen Sands, COO, Federated Hermes Global Private Equity
- How is the relationship between LPs and GPs evolving in the context of fund financing?
- Explore the emerging trends in fund financing, such as the use of technology platforms, specialised lenders, and innovative structures like hybrid facilities or contingent equity, and discuss their potential impact on the market.
- How will the expected surge in secondaries activity, driven by market dislocation, create both challenges and opportunities for fund managers and investors, and what role will fund financing play in facilitating these transactions?
Moderator: Ben James, Head of Lender Engagement, Fund Finance Alpha Group
Giovanni Pericolini, Co-Founder & Partner, Medicxi
Consolidation- is it good or bad for the industry?
Tom Miller, Director, Sales Real Estate, Alter Domus | Building a diverse and dynamic talent pipeline for the future Addressing AI’s impact in transforming the workforce and what are firms doing to attract the younger generation into the industry? Debojit Mukherjee, COO, Agilitas | ESG: Beyond compliance - Real impact or greenwashing?
Yudi Singh, Finance Director, Future Business Partnership (FBP) |
- Analysing current fund performance metrics and trends globally, including regional variations and sector-specific insights How has the changing market landscape, particularly illiquidity and valuation discrepancies, driven the increased focus on DPI as a key performance indicator, and what are the implications for GPs and LPs?
- With investors demanding more transparency and a wider range of data, what role do alternative metrics like MOIC, PME, and direct play in assessing fund performance and how can inconsistencies in calculation and benchmarking be addressed?
- How will the private equity industry's approach to performance measurement evolve in the coming years, considering factors like increased regulatory scrutiny, ESG integration, and the growing sophistication of data analytics?