Agenda
Revitalizing Private Equity: Innovation, diversity, and strategic decision-making
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Registration and coffee
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Welcome remarks
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Keynote: The UK’s political and economic landscape - The investment backdrop
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Interview: Mansion House reforms: Two years on - progress, impact, and future directions
- Understanding LGPS investment priorities and constraints
- Key reports and data needed by pension schemes for daily decision-making
- Balancing traditional and alternative investments in reporting
- Navigating increased regulations in both the PE and pension sectors
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Panel: Investment Committees: Decision making best practices
- IC composition: All senior partners vs. a select group
- Limited Partner interest in IC composition to foster investor confidence
- Decision-making process: democratic or hierarchical? Unanimity or majority?
- Balancing diverse expertise and perspectives in decision-making
- Role of the IC Chair- importance of tenure and rotation of IC members
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Networking break
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Interview: The journey of a successful emerging manager- avoiding the pitfalls
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Fireside chat: Linking diversity to success
- Has the awareness of gender diversity increased at the executive level? Has something changed?
- How to recognise diversity as a competitive advantage
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Panel: Best practices for talent, development and effective succession
- How to identify key positions and assess required skills
- How to evaluate potential successors (both internal and external)
- Developing leadership capabilities in potential successors
- Consider co-leadership models for smoother transitions
- Addressing LP concerns about succession planning during due diligence
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Networking lunch
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Keynote: Carry on investing - half a year on, how has the UK's new tax treatment of PE changed the landscape?
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Panel: NAV loans and preferred equity- taboo, or to-do?
- How justified are LP concerns with the use of NAV loans
- Is the use of NAV loans for portfolio enhancement a good use case?
- Impact on returns and liquidity: interests between GPs and LPs At what point does NAV loan pricing become prohibitively high?
- What are the expectations of standardised practices and disclosures as the market evolves?
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Networking break
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Fireside chat: Practical use of AI in PE investing
- How to enhance risk management strategies with AI-driven forecasts
- AI-powered screening of potential investment targets
- Streamlining IC workflows with AI-powered tools
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Panel: Continuation vehicle: A new driver in PE fund management
- Increasing use of GP-led secondary transactions and continuation vehicles to manage liquidity and maximise value
- Investor expectations focused on cash returns, especially as funds mature
- Pressure on fund managers to deliver returns for ageing funds
- The SEC's Adviser-Led secondaries rule and its impact on GP-led secondary transactions
- Emphasis on transparency, conflict management. Fair values or best values?
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Closing remarks and networking drinks