Agenda
Revitalizing Private Equity: Innovation, diversity, and strategic decision-making
- 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
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
Speakers
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
- 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
Imogen Richards, Partner, Pantheon
- 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?
- How to enhance risk management strategies with AI-driven forecasts
- AI-powered screening of potential investment targets
- Streamlining IC workflows with AI-powered tools
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?
Speakers
Lorenzo Levi, Managing Director and Operating Partner, CDPQ
Charlotte Morris, Partner, Pantheon
Paul Newsome, Partner, Head of Portfolio Management, Unigestion
William Thompson, Principal, Harbour Vest