Duncan Lumsden, Chief Content Officer, Real Deals Media

Linda Yueh, Economist, Oxford University and London Business School

Whilst the evidence is that UK midmarket private equity can deliver healthy returns, the expansion of private markets means it is possible for investors to find equivalent performance elsewhere in the asset class.

• Is the trend to write bigger tickets with fewer managers an existential crisis for the UK midmarket?
• How does the industry catch the attention of the global superpowers in the US, Canada, Australia?
• How does the industry evolve to be able to take bigger tickets from LPs - are fund of funds the only mechanism or would consolidation benefit the UK market?
• What has happened in other markets to wrestle attention?

Moderator
Claire Madden, Founder and Managing Partner, Connection Capital

Speakers
Wol Kolade, Managing Partner, Livingbridge
Henry Sallitt, Managing Partner, FPE Capital
Mark Nicolson, Head of Primary Investments, abrdn
John Stake, Managing Director and Co-Head of the Fund Investment, Hamilton Lane

Regulatory changes to pensions reform that seek to channel more pension contributions into private assets. How are we faring on progress? An update on Mansion House reforms from Private Capital will offer insights into the changing dynamics of private investments and pension fund allocations.

Moderator
Michael Moore, CEO, BVCA

Speakers
Kerry Baldwin, Co- founder and Managing Partner, IQ Capital
Marco Natoli, Head of sustainable growth, EIF
Sinead Leahy, Managing Director, Cardano

The transition from corporate raider to investment partner has led to more creative transactions that broaden the opportunity set and sustain returns in any market condition - so where does it go from here? This panel unpicks the evolution of managers from buyout shops to multi-asset firms investing across the capital structure and at each stage of a company’s journey - and asks, where does it go next?

Moderator
Laura Rusu, Founding Partner, Rosedge Capital

Speakers
Mauro Moretti, Founder and Managing Partner, Three Hills Capital
Jamie Roberts, Partner and Head of Investments South, YFM
Vytautas Plunksnis, Partner/ Investment Committee, INVL

Follow a founder’s story. What was the experience of setting up an independent manager after building a reputation in a leadership role at a well-respected GP?

Moderator
Oliver Thomas, Founder and Managing Partner, Expedition Capital

Speakers
Mike Reid, Founder and Senior Partner, Frog Capital
Nigel Hammond, Managing Partner, Vespa Capital
Florian Hofmann, Managing Partner, Peakstone Growth Partners
Will Roxburgh, Managing Partner, Khepri

What has been the experience of GPs that have taken on their own “growth capital”? View from GP-stakes investor on trends in the market, what they’re seeing as the strategy evolves and how they can spot a winner.

Moderator
Kathryn Pothier, Investor Relations Partner, Epiris

Speakers
Nicoló Miscioscia, Partner and Head of Private Markets, Decalia
Eleanor Blagbrough, Co- Founding Partner, Blume Equity

What does the recent focus on alternative investments, driven by the pursuit of higher returns and low interest rates, by private and retail investors mean for the mid-market?

As the European Long-Term Investment Fund (ELTIF), and the proposed UK equivalent, the Long-Term Asset Fund (LTAF), reduce the historic complexity and barriers to entry to Private Equity will welcoming these ‘new’ investors provide greater opportunity (and so returns)… or could the risk of diversifying threaten the long-term success of the mid-market.

Products: ELTIFs Vs LTAFs, Master-feeder Vs Stand-alone, and Liquidity frequencies. Operations: high volume B2C investors Vs low volume B2B pension platform investors, redemption frequency's, and how to prudently manage liquidity, and accounting for higher volumes.

Speakers
Mike Johnson, Chief Commercial Officer, GenII
Claudio Siniscalco, Founder and Managing Partner, Fiduciary Co- Investment Partners

Rewind 20 years and the buyout was synonymous with the deals that midmarket private equity did. Yet, the art of the buyout has had to adapt. This session digs into what market expansion and increased competition has meant for origination - and the posture that firms need to continue to succeed.

Moderator
Jennifer Regehr, Founder, Sophora

Speakers
Tassilo Arnhold, Co- Managing Partner, AnaCap
Alex Bowden, Partner, Synova
Suzanne Pike, Partner and Head of Origination, ECI
Pawel Gierynski, Managing Partner, Abris 

Charting the rise of private credit and decline of banks as source of funding. What does it mean for capital markets? How big can the industry get?

Moderator
Sabrina Fox, Chief Executive Officer, European Leveraged Finance Association (ELFA)

Speakers
Roxana Mirica, Partner, Apax
Stephen Edwards, Co- Managing Partner, Soho Square
Tim Johnston, Senior Originator, Fidelity International
Ran Landmann, Partner and CIO, Ambienta Credit

The widespread integration of ESG, expansion of impact capital and urgency of environmental action have all improved the conditions for sustainable strategies to thrive. How would we mark the effects to date and what more there is to do? Significant opportunity remains to deploy more capital in decarbonizing high-emitting sectors. Where?

Moderator
Alex Bexon, VCP Director, ESG, LDC

Speakers
Eimear Palmer, Partner and Global Head of ESG, Pantheon
Elin Ljung, Managing Director, Head of Communications & Sustainability, Nordic Capital
Valerie Monk, Risk & Compliance and Interim ESG Director, Montagu
Bettina Denis, Head of Sustainability, Revaia