Wednesday 28th February 2024 | 116 Pall Mall, London

I

Evolving operations, identifying opportunities

and exploring solutions

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#PEWLeadershipSummit

As the private equity sector moves into a new phase of development Private Equity Wire is pleased to introduce an event created by GPs-for-GPs.

Informed by in-depth industry consultation, our gathering for senior leaders at PE firms - from across operations, finance, legal, back-office, sales, IR and technology - will help your business evolve via comprehensive panel discussions and a series of detail orientated roundtable sessions designed for small groups.

During this carefully curated series of panels and roundtables, there will be time for networking and informal conversations with close peers and colleagues.

• Be a closed and invite-only gathering, this means no media and a curated audience of genuine peers
• Bring together senior staff from across the GP leadership suite to discussed shared problems, opportunities and solutions
• Focus on current trends, emerging themes and the likely innovations and disruptors of the next 5 years

Private Equity Wire’s event will:

All Private Equity Wire Summits operate under Chatham House Rule. This means that attendees are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed. Recording of the panels and roundtables is strictly prohibited by attendees. Private Equity Wire staff may make recordings on the day for promotional purposes. No audio recording of panel discussions will be included in any promotional items.

THE SUMMIT IN NUMBERS

AGENDA

REGISTRATION AND BREAKFAST

WELCOME FROM THE CHAIR

• Aftab Bose, Head of Private Market Content, Private Equity Wire

An expert panel of investment leaders discuss the current outlook and break down the key factors at play in the future of the private equity industry

The big story: How private equity is positioning for a shift in fortunes

PANEL 1

• An overview of lessons learned from private equity’s most historically challenging period
• What are we expected to see from interest rates, recession, and inflation projections for the year?
• From sectors to regions, what are the expected pockets of opportunity in 2024?
• Is there a bull cycle on the horizon?

Speakers:

• Benedetta Balducci, Private Equity Specialist, LBS Guest Lecturer - PE&VC (moderator)
• Hani El Khoury, Partner, Investment, Coller Capital
• Cara Griffiths, Managing Director, Blue Owl Capital
• Ricardo Miró-Quesada, Partner, Head of Private Equity, Arcano Partners

Fireside Chat

How AI advancement could shake up the private equity competitive landscape

• An interview with a leading CTO covering the potential AI has to offer and separating the hype from the reality to help you gain a competitive edge

• Aftab Bose, Head of Private Market Content, Private Equity Wire (moderator)
• Ross Morrison, Partner, Adams Street Partners

Speakers:

Senior executives from top private equity firms explore the leading considerations required to project your future business growth with value adding missions

Value adds: Building healthy, sustainable and high-performing portfolios

PANEL 2

• Fleshing out more rigorous due diligence processes
• Redefining the indicators of a high-performing asset
• What are the most effective value creation levers in the current economy?
• Is there fool-proof approach to keeping tabs on expanding and increasingly complex portfolios?

Speakers:

• Marco Belletti, CEO, Azimut Libera Impresa SGR (moderator)
• Carl Nauckhoff, Senior Principal and Head of Investor Relations, Investindustrial
• Michael Perry, Director, Balder Capital
• Henrik Urbansky, Managing Director, Glennmont Partners from Nuveen

COFFEE BREAK

Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the morning roundtables from the below:

ROUNDTABLE 1 - ROUND 1

Roundtable A | Fund liquidity performance management

• What are today’s state of the art cash & liquidity management solutions?
• The importance and challenges of cash flow forecasting
• Liquidity impact of fund financing solutions (e.g. NAV facilities)
• The link to financial risk management (liquidity, FX, IR)

In a sector impacted by economic uncertainty, challenging debt markets and slowdown in M&A, optimizing fund-level cash & liquidity has never been more critical. This session will look at strategies and practical tools to enhance fund liquidity management in a holistic manner

Speakers:

• Job Wolters, Partner, Zanders
• Birgita Gjirja, Treasury Partner, Zanders

Roundtable B | Tech in focus: The disruptive tools that are transforming private equity

From advanced data analytics to AI, new tech has been making waves across the PE market with many adopting new technologies into daily practice. But in an ever-advancing state, it is hard to keep on top of what trends are innovative and how to separate the hype from the reality

• What are the most impactful technologies currently driving disruption and transformation?
• Is AI really the answer?
• Leaders vs Followers: Is it best to be an innovator or eliminate risks by letting others test the waters?
• Explore successful use-cases as well as the common challenges faced work in an LP friendly way?
  

Speakers:

• Alpesh Doshi, Managing Partner, RedCliffe Capital
• Robert Cartledge, Director, it|venture

Roundtable C | Secondaries special: Liquidity, continuation and exit solutions

Leading private equity experts and investors share insights into the prominence on both LP and GP led secondaries and the future of the market

• Exploring the growing instance and opportunity of LP-led secondaries
• A critical evaluation of the GP-led secondaries space
• What other solutions to the liquidity and flexibility problem are available?
• Are shorter exit cycles on the horizon?

Speakers:

• Jorn Krenn, Principal, Secondary Investments, AlpInvest Partners
• Michal Lange, Partner, Co-Head GP-Equity Solutions, Astorg
• Alexander Silver, Principal, Secondary Investments, Adams Street Partners

Roundtable D | Future people: Building the right culture, attracting the right talent

The talent landscape is changing and becoming more competitive than ever before, with both employer requirements and employee needs adapting with the times. It is vital to find the right balance to secure a prosperous team of the future.

• Have talent expectations changed and how have the skills and expertise required adapted?
• What cultural values and norms are driving success and how are they being preserved/catered for?
• Diversity is key, but how is diversity and inclusion being fostered in both the talent pool and culture?
• What role does technology and innovation play in shaping the future talent pool?

Speakers:

• Georgia Rankin, Co-lead Global Private Equity and UK Financial Services, Russell Reynolds Associates
• Imogen Richards, Partner and Head of European Primaries, Pantheon

The second iteration of the above morning roundtables.

ROUNDTABLE 1 - ROUND 2

Roundtable A | Fund liquidity performance management

Roundtable B | Tech in focus

Roundtable C | Secondaries special

Roundtable D | Future people

• Jorn Krenn, Principal, Secondary Investments, AlpInvest Partners
• Michal Lange, Partner, Co-Head GP-Equity Solutions, Astorg
• Alexander Silver, Principal, Secondary Investments, Adams Street Partners

• Georgia Rankin, Co-lead Global Private Equity and UK Financial Services, Russell Reynolds Associates
• Imogen Richards, Partner and Head of European Primaries, Pantheon

• Robert Cartledge, Director, it|venture
• Alpesh Doshi, Managing Partner, RedCliffe Capital

• Job Wolters, Partner, Zanders
• Birgita Gjirja, Treasury Partner, Zanders

LUNCH

COO’s delve into real world use-cases, challenges faced, and lessons learnt when tasked with adding value as an operations lead

Ops on top: Fund administration, process improvement and compliance

PANEL 3

• Understanding LP transparency and reporting requirements
• How to identify the data points in focus from a regulatory compliance standpoint
• Is it possible to strike a perfect balance of outsourcing and in-house development?
• Finding the right level between commoditisation and silver service
• How to consolidate work in an LP friendly way

Speakers:

• Paul Kelly, Director of Venture Operations, Elkstone Private (moderator)
• Nurilá Abdraimova, Associate General Counsel, RiverRock European Capital Partners
• Andrea Davis, Managing Director, Investcorp
• Piers Evans, Chief Commercial Officer, Atominvest
• Shuli Levy, CFO, Expedition Growth Capital

Roundtables take place as repeated parallel sessions. Delegates register in advance for 2 out of 4 sessions for the afternoon roundtables from the below:

ROUNDTABLE 2 - ROUND 1

Roundtable A | Private wealth: The next treasure trove for PE fundraising?

• Is it time for PE to move beyond rigid institutional investors?
• Areas of opportunity – finding where the private money is
• Tweaking fundraising strategies for the private client
• Constraints, regulatory and otherwise, to overcome with the investor class

Speakers:

• Connor McKenzie, Investment Product Specialist, Moonfare
• Seun Toye-Kayode, Executive Director, Asset & Wealth Management at Goldman Sachs

Roundtable B | AI in PE: Value add or human substitute?

• A year of Gen AI: checking in on the status quo
• Building a business case for AI today
• Combining AI capabilities with human intuition and experience
• A look at ethical and risk conundrums surrounding AI

Speaker:

• Wolfgang Emmerich, Chairman, Zuhlke Engineering

Roundtable C | Eye on compliance: Juggling scalability, new funds and capital raising

• Fundraising compliance programmes that are agile and future-proofed
• Keeping your firm in line with rapidly changing investor expectations
• A look ahead to the expected regulatory changes on the horizon
• Balancing the need for governance and compliance amid a resource squeeze

Speaker:

• Bobby Johal, Managing Director, ACA Group
• Roxy Nadershahi, Director, Regulatory Advisory, ACA Group

The second iteration of the above afternoon roundtables.

ROUNDTABLE 2 - ROUND 2

Roundtable A | Private wealth: The next treasure trove for PE fundraising?

Roundtable B | AI in PE: Value add or human substitute?

Roundtable C | Eye on compliance: Juggling scalability, new funds and capital raising

• Connor McKenzie, Investment Product Specialist, Moonfare
• Seun Toye-Kayode, Executive Director, Asset & Wealth Management at Goldman Sachs

• Wolfgang Emmerich, Chairman, Zuhlke Engineering

• Bobby Johal, Managing Director, ACA Group
• Roxy Nadershahi, Director, Regulatory Advisory, ACA Group

COFFEE BREAK

Eye for innovation: Mapping Europe’s growth equity potential

Fireside Chat

• An interview with a leading private equity investor, discussing their expectations on innovation within Europe

Speakers:

• Elias Korosis, Global Investment Partner, Federated Hermes GPE
• Aftab Bose, Head of Private Market Content, Private Equity Wire

In a volatile and competitive market, private equity managers must roll with the punches in order to stay on top by adapting to new ways of fundraising and managing investor relationships.

Fundraising special: Mapping investor sentiment for 2024

PANEL 4

• How is investor risk appetite looking going into 2024?
• How are investor expectations evolving around transparency, compliance and reporting?
• Marketing, client servicing and investor relations strategies
• Positioning for a healthier future fundraising environment

Speakers:

• Constantinos Economou, Managing Director, Business Development Europe, Capital Dynamics (moderator)
• Carmine Circelli, Director at BPC Direct Investments (Life Sciences)
• Jesse Klerk, Partner, Stafford Capital Partners
• Sandeep Mirani, Principal, Neuberger Berman Private Markets

NETWORKING RECEPTION

Connect with peers from around the industry over a glass of wine

EVENT CLOSES

Associate General Counsel at RiverRock European Capital Partners

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Nurilá Abdraimova

Benedetta Balducci

Private Equity Specialist, LBS Guest Lecturer - PE&VC

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Marco Belletti

CEO at Azimut Libera Impresa SGR

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Robert Cartledge

Director at it|venture

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Carmine Circelli

Director at BPC Direct Investments (Life Sciences)

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Andrea Davis

Managing Director at Investcorp

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Alpesh Doshi

Managing Partner at RedCliffe Capital

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Constantinos Economou

Managing Director, Business Development Europe at Capital Dynamics

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Wolfgang Emmerich

Chairman at Zuhlke Engineering

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Piers Evans

Chief Commercial Officer at Atominvest

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Birgita Gjirja

Treasury Partner at Zanders

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Cara Griffiths

Managing Director at Blue Owl Capital

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Bobby Johal

Managing Director at ACA Group

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Paul Kelly

Jesse De Klerk

Director of Venture Operations at Elkstone Private

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Partner at Stafford Capital Partners

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Hani El Khoury

Partner, Investment at Coller Capital

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Elias Korosis

Jorn Krenn

Global Investment Partner at Federated Hermes GPE

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Principal, Secondary Investments at AlpInvest Partners

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Michal Lange

Partner, Co-Head GP-Equity Solutions at Astorg

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Shuli Levy

CFO at Expedition Growth Capital

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Connor McKenzie

Investment Product Specialist at Moonfare

Read more

Sandeep Mirani

Principal at Neuberger Berman Private Markets

Read more

Ricardo Miró-Quesada

Partner, Head of Private Equity at Arcano Partners

Read more

Ross Morrison

Partner at Adams Street Partners

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Roxy Nadershahi

Director at ACA Group

Read more

Carl Nauckhoff

Michael Perry

Senior Principal and Head of Investor Relations at Investindustrial

Read more

Director at Balder Capital

Read more

Georgia Rankin

Co-lead Global Private Equity and UK Financial Services at Russell Reynolds Associates

Read more

Imogen Richards

Alexander Silver

Partner and Head of European Primaries at Pantheon

Read more

Principal, Secondary Investments at Adams Street Partners

Read more

Seun Toye-Kayode

Executive Director, Asset & Wealth Management at Goldman Sachs

Read more

Henrik Urbansky

Job Wolters

Managing Director at Glennmont Partners from Nuveen

Read more

Partner at Zanders

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Alison Armstrong

Legal Counsel at GHO Capital

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Managing Dirctor Mid-Large Buy Out at Eurazeo

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Amandine Ayrem

Private Equity Specialist, LBS Guest Lecturer - PE&VC

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Benedetta Balducci

Stephanie Davis

Scott Conners

CEO at Azimut Libera Impresa SGR

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Marco Belletti

Adam Black

Head of ESG at Coller Capital

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Charlotte Henderson

COO and General Counsel at AllSeas Capital

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Stephanie Davis

Scott Conners

Global Lead of AI Technology at BNP Paribas Asset Management

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Adri Purkayastha

Managing Director at Blackstone

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Paul Morrisey

Meiping Yap

Director at Stonehage Fleming

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116 Pall Mall

Address: 116 Pall Mall, St. James's, London SW1Y 5ED

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Venue Requirements

Dress Code

Please note the dress code for this event is business casual.

Electronic Devices

We kindly ask attendees to please keep electronic devices on silent during panels and roundtables.

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