Private Equity European Emerging Managers Summit

The Private Equity European Emerging Managers Summit is aimed at management firms and funds in their early stages of development, as well as managers and funds operated by women and leaders from diverse backgrounds.

Our mission is to create a series of conversations that will enable your firm or fund to be set for growth, success, and long-term security. Dealing with issues spanning operations, strategy, fund raising and compliance this event is designed for decision makers from across the leadership suite.

For any new fund manager, getting the planning right at the pre-launch and post-launch phases can potentially make the difference between success or costly failure. Through a series of in-depth panel discussions, presentations and breakout sessions, the event will lay out the main considerations for an engaged audience.

The Private Equity European Emerging Managers Summit, hosted by Private Equity Wire, is your bridge to a new understanding of each of the critical steps involved to successfully establish a business and bring new funds to market. There will also be time for networking and informal conversations with close peers and colleagues.

Post-pandemic, inflation, interest rates and conflict – how have these global macro shifts changed the direction and fortunes of emerging managers?
Competing when large players are getting bigger and ticket sizes are also growing – how do you stay competitive and relevant?
Discovering your first investors – from family offices to seeders and should emerging managers be considered as an asset class within an asset class – how are you being assessed and benchmarked by LPs?
Embarking with an institutional mindset – how to professionalise from day one
Thinking beyond your core investment strategy – how to get the ops right
What are the current investment opportunities for first-time managers?
Competing when large players are getting bigger and ticket sizes are bigger – how do you compete?
Where is money coming from – will there be a fundraising slowdown?

The changing nature of investor due diligence for start-up managers
Due diligence deep-dive: how can LP scrutiny make or break a start-up manager?
How can managers best set up an institutional grade operations infrastructure and prepare for investor checks and questions?
Can increasing (and wisely spending) your operations budget help – hiring talent, using service providers etc.
Will investors get comfortable with a virtual due diligence process and could this become a permanent feature?
Spending budget on operations – hiring talent, using service providers etc.
Investor expectations: what are they asking and what sort of red flags tend to veto a potential allocation?

What are the typical fund structuring considerations for managers?
Should you use a ManCo structure?
Exploring the new UK funds regime
What sort of vehicles should you be using for your first or second fund launch
- Evergreen vehicles to access ‘permanent’ capital
- Co-investment and partnering with small numbers of investors to get you off the ground
- Acting as specialist sub-advisor to a larger fund
- Can you explore the UK’s Long Term Asset Fund structure
- Latest on AIFMD and EU structures
What should one prioritise when putting together the Offering Memorandum and Investment Management Agreement?
Management company considerations – defining the economic interests of the partners
What are some of the key questions to ask for any new manager, as they think about their fee structure?

Article 8 and Article 9 compliant vehicles – what does it mean for your reporting and the processes of investors?
How should new and emerging managers think about getting their approach to ESG correct?
How does this approach impact the investments you make?
And how does it impact you at the management firm level – can you demonstrate a commitment to issues like sustainability and DE&I?
How do you prioritise specific areas within ESG, while making sure you are meeting the needs of regulators and allocators?

How are allocators thinking about emerging managers?
What are the main distribution channels managers need to consider?
What are the main challenges when it comes to attracting investors?
How can fund managers better attract seed investors?
What are the typical mistakes that managers make when it comes to approaching the fundraising process?
How is technology and social media changing the way managers think about connecting with potential LPs?
How to get your investor reporting right
The approaches of different investor types

Thursday, 20th October, 2022 | Kimpton Fitzroy London