Agenda
Revitalising Private Equity: Innovation, diversity, and strategic decision-making
Anjana Haines, Editor, Real Deals
Marc Ostwald, Chief Economist and Global Strategist, ADM ISI
- 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
Interviewer
Genie Cesar-Fabian, General Counsel and COO, ILPA
Interviewed
Michael Moore, CEO, BVCA
- 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
Moderator
Emma Watford, Partner, Bridgepoint
Speakers
Louise Boothby, Partner, CVC Secondary Partners
Bill Priestley, Managing Partner, Epiris
Merrick McKay, Head of Private Equity, GPMS
Aidan Robson, Partner, Endless
Joao Rosa, Founding Partner, Limerston
Interviewer
Carolina Espinal, Managing Director, HarbourVest
Interviewed
David Menton, Managing Partner, Synova
- Has the awareness of gender diversity increased at the executive level? Has something changed?
- How to recognise diversity as a competitive advantage
Speakers
Jennifer Dunstan, Partner, 3i
Gurpreet Manku, CEO, Level 20
- 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
Moderator
Claire Madden, Managing Partner, Connection Capital
Speakers
Gemma Braithwaite, Partner, Head of IR, All Seas Capital
Dominic Dalli, Managing Partner, Sovereign Capital Partners
Henry Sallitt, Managing Partner, FPE
Karen Sands, Chief Operating Officer, Federated Hermes
- Evolution in fund finance asset class
- 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?
- How private credit and banks are working with each other
Speakers
Thomas Doyle, Partner, Head of NAV Financing, Pemberton
Roxana Mirica, Partner, Apax
Richard Sehayek, Managing Director, Ares Management
Thomas Speller, Senior Managing Director, Global Head of Fund Finance, KBRA
Natalia Tsitoura, Partner, Apollo
- What are private equity firms' perspectives on the strengths and weaknesses of AI technology?
- Examples of portfolio companies successfully leveraging AI to generate measurable returns on investment.
- Are there examples of management teams excelling in AI implementation? What are the common mistakes in this area?
- What steps should PE firms take to stay ahead in what could be a paradigm shift in innovation?
Speakers
Neil Macdougall, Chair, Sophora
- 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?
Moderator
Lorenzo Cirio, Senior Vice President, Direct Investments, Capital Dynamics
Speakers
Mirja Lehmler-Brown, Partner, Hayfin
Lorenzo Levi, Managing Director and Operating Partner, CDPQ
Stefano Manna, Managing Director, Head of GP Advisory, Investec
Charlotte Morris, Partner, Pantheon
Paul Newsome, Partner, Head of Portfolio Management, Unigestion
William Thompson, Principal, Harbour Vest
- Challenges beyond fundraising
- What makes a fund attractive to investors?
- Lessons learned from early-stage fundraising
Speakers
Matthew Charman, Co- Founder, Northcote
Chris Wardle, Founding Partner, Hypha