25 - 26 May 2022 | Kimpton Fitzroy London

I

Evolving operations, identifying opportunities and exploring solutions

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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 big picture presentations and a series of detail orientated roundtable sessions designed for small groups.


After our industry's long absence of in-person gatherings, there will also 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:

PUT YOUR BRAND IN FRONT OF 100+ GPs

CONFERENCE AGENDA

08:30

REGISTRATION AND NETWORKING BREAKFAST

09:00

WELCOME FROM THE CHAIR

  • Expectations re: LP allocations in the face of all record breaking year (Funds raised, Buyouts, M&A Activity, etc.) and uncertainty in the macro environment
  • What general trends are we seeing?

Top of mind: After over a year of turbulence and change, where do our businesses go to next?

PANEL 1

09:00

  • Velocity of fundraising and diligence
  • Novel approaches: take-privates / SPACs / IPOs
  • What operational trends and best practices will help GPs employ to make the most of opportunities?
  • Current LP priorities and engagement levers (ie ESG, Coinvest, etc.)
  • New normal via digital transformation - fundraising, diligence, portfolio management
  • Ian Kelly, Managing Director, SS&C GlobeOp (moderator)
  • Alan Vaksman, Founder, Managing Partner, Digital Horizon
  • Jolie von Arnim, Head of Investor Relations, Freshstream Investment Partners
  • Malcolm Goddard, Partner & CFO/COO, Zetland Capital

Speakers:

  • Valuations - exploring the different return profiles of assets...
  • ...and outsourcing and benchmarking valuations
  • Best practice in back office and optimizing and automating your firm’s reporting
  • Current reporting challenges and possibilities – and how to find and properly assess the right service providers for your needs
  • What other areas of your ops could be outsourced? And how to stay connected to remote partners and stakeholders in a ‘hybrid’ world
  • What disruptors and new developments are we seeing in outsourcing?
  • Hybrid approach: Combining the best current practices with best of breed outsourcing and lessons from the pandemic.

Doing more with less: Preparing private equity funds’ back offices for an outsourced future

PANEL 2

09:45

Speakers:

  • Raxita Kapashi, CFO, Dawn Capital (moderator)
  • James Smith, Head of Operations and Finance, ARA Venn
  • Karen Sands, COO & CFO, Hermes GPE
  • Patrick Watson, Finance Director, Anthemis Group

10:30

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • How are GPs and LPs aligning interests in the space – what is capital raising like in the immediate post-covid environment
  • The shifts in ODD and are we heading for the ‘digitalization’ of the GP/LP relationship. The upsides - and obstacles - of the virtual fundraising environment
  • Doing more than just following the herd on ESG - how to turn it into a positive part of your brand
  • Other than ESG what are the current and evolving key reporting requirements to LPs?

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 1

11:00

Roundtable A: Looking after LPs: how are allocator needs changing and expectations rising

Speakers:

  • Brian Welsh, Managing Director, Round Hill Capital
  • Jolie von Arnim, Head of Investor Relations, Freshstream Investment Partners
  • Matthieu Ducharme, Managing Director, Northleaf Capital

Roundtable B: Outsourcing evolution: new mindsets, new solutions

  • Creating the ‘digital’ fund – what does it look like now, where do we go to next and making the most of technology, automation and outsourcing while avoiding the pitfalls
  • Building consistency in business operations and digitalization, without creating headaches for staff and sacrificing the experience of allocators
  • More outsourcing – more risk? How to guard against insolvency of service providers and a longer tail - via more service providers (and their service providers...) of cyber attacks

Speakers:

  • Tony Paredes, Vice President, Head of Global Business Development, Anduin

Roundtable C: Legal, tax and structuring outlook: anticipating new rules on a local and global level

  • What are the corporate tax rates and regulation aspects to be mindful of for GPs
  • Global distribution opportunities and pitfalls
  • Getting your ‘legals’ straight on current fundraising trends:
  • Longer/indefinite fund commitments for LPs
  • GPs diversifying from traditional fund raising to a move to permanent capital – via sale of stake or IPO
  • SPACs – continued opportunities for PE firms as deal sponsors and sellers – are they durable in a downswing

Speakers:

  • David Kinsella, Director, haysmacintyre
  • Malcolm Goddard, Partner & CFO/COO, Zetland Capital

Roundtable D: ESG landscape: making sure LPs and GPs are on the same page and using best practice in ESG as a selling point

  • Making progress: aligning GP and LP interests on ESG – how to collaborate in the reporting process and what are the operational headaches?
  • The data and analytics required to drive value from ESG strategies – tracking ESG metrics in earnest and meeting LP expectations
  • Next steps: Do you use these non-financial indicators in investment decisions?
  • Requirements for launching ESG funds
  • Creating bespoke ESG PE funds for LPs
  • Will improving on ESG feed through to returns?

Speakers:

  • Leonid Shapiro, Managing Director/Founder, Candesic Limited and Parner, Brookstreet Equity Partners LLP
  • Richard Johnson, Managing Director and Global Head of Investor Relations, Appian Capital Advisory

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 2

11:45

Roundtable A: Looking after LPs

Roundtable B: Outsourcing evolution

Roundtable C: Legal, tax and structuring outlook

Roundtable D: ESG landscape

  • Raxita Kapashi, CFO, Dawn Capital
  • Tony Paredes, Vice President, Head of Global Business Development, Anduin
  • Anna Olsson, ESG Director, CapMan Group
  • Natalia Neuman, COO & General Counsel, Lakestar
  • Matthieu Ducharme, Managing Director, Northleaf Capital
  • Sarita Bartlett, Managing Director Environment, Social, Governance Impact (ESGI), Obviam
  • David Kinsella, Director, haysmacintyre

12:30

NETWORKING LUNCH

  • Current hiring trends – what roles (new and old) will be prominent and prevalent in 2022
  • How has the remote working changed the staff dynamic and your approach to recruitment?
  • Diversity, equity and inclusion (DE&I): Are private equity managers making progress in focus…and fact?
  • Are your LPs starting to track DE&I metrics in the same way they approach ESG
  • How to reflect DE&I in senior hires?
  • Is money enough – the emerging benefits that will attract the best in talent
  • How to create a global work force and find - and manage - international talent

Talent acquisition: Republic of the remote, back to the office or somewhere in between

PANEL 3

13:45

Speakers:

  • Sam Perry, Director of Strategic Alliances & Private Equity, Globalization Partners (moderator)
  • Elena Pantazi, Partner, Northzone
  • Sarita Bartlett, Managing Director Environmental, Social, Governance Impact (ESGI), Obviam
  • Shuli Levy, Chief Financial and Operating Officer, Expedition Growth Capital

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 3

14:30

Roundtable D: ESG landscape

Roundtable C: Legal, tax and structuring outlook

Roundtable B: Outsourcing evolution

Roundtable A: Looking after LPs

  • Tony Paredes, Vice President, Head of Global Business Development, Anduin
  • Paul Bridge, CEO, Social Housing, Civitas Investment Management
  • Catherine Badour, Head of Investor Relations, Hollyport Capital
  • Tzvete Doncheva, International Investor Relations Lead, PropTech1 Ventures
  • Natalia Neuman, COO & General Counsel, Lakestar

15:15

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • How to stand out in a crowded market
  • Other than great performance; what does your brand stand for?
  • How to create a profile that LPs respond to
  • ESG considerations for GPs and how to be good ‘corporate citizens’ – what are the tenor of the times and how can your brand present a positive face?
  • Using a positive brand to build a team of ‘all the talents’

Brand-building: creating culture, identity and standing out from the crowd

PANEL 4

15:45

Speakers:

  • Tzvete Doncheva, International Investor Relations Lead, PropTech1 Ventures (moderator)
  • Keji Mustapha, Global Director of Brand & Community, Partech
  • Natasha Lytton, Director, Seedcamp

PANEL 5

16:30

LP perspectives: Hear from investors and GPs to learn about their current priorities

  • Current strategy preferences
  • Changing approaches to ODD
  • Fostering closer relationships with GPs
  • Using digital tools for onboarding

Speakers:

  • Catherine Badour, Head of Investor Relations, Holly Port Capital (moderator)
  • Adam Harrison, Chief Commercial officer, Titanbay
  • Benedetta Balducci, Head of Client and Portfolio Solutions EMEA, Hermes GPE
  • Peter Coates, Head of Business Strategy and Development, PSG Capital

17:15

NETWORKING

Cocktails, canapes and networking

19:00

EVENT CLOSES

08:30

REGISTRATION AND NETWORKING BREAKFAST

09:00

OPENING REMARKS

  • Has the last 18months led to a new resolve to do more with tech – what have been the key lessons here?
  • How are private equity firms prioritising new technologies to adjust their investment strategies to today’s market dynamics?
  • What technology trends do you anticipate coming to the fore, over the next five years?
  • The increasing role of AI and machine learning tools – which aspects of the PE operating model might best benefit?

Setting the agenda: Future trends in private equity technology

PANEL 1

09:00

Speakers:

  • Stefano Gurciullo, Partner, Redstone (moderator)
  • Douglas Trafelet, Director of Business Development, Equipped Ai
  • Fabio Nalucci, CEO & Founder, GELLIFY
  • Tina Page, Chief Operating Officer, MV Credit
  • Travis Broad, Director, Lionpoint
  • How are technology platforms re-shaping the capital raising model?
  • What types of technology are IR teams introducing, as a result of the pandemic, to connect with investors?
  • How is the IR role evolving in line with tech innovation, and how is this helping improve investor communication/reporting?
  • What kind of best practices should managers be mindful of, when doing virtual fundraising, and what are some of the main risks to avoid?
  • Will we see a hybrid approach to fundraising, on a permanent basis, going forward, combining the human element with the machine?

IR 2.0: Digitising fundraising and investor relations

PANEL 2

09:45

Speakers:

  • Meghan McAlpine, Senior Director, Strategy & Product Marketing, Alternative Investments, SS&C Intralinks (moderator)
  • Peter Coates, Head of Business Strategy and Development, PSG Capital
  • Susann Aulbach, Fundraising & Investor Relations, DN Capital
  • Tzvete Doncheva, International Investor Relations Lead, PropTech1 Ventures

10:30

NETWORKING BREAK

Coffee break and a chance to meet our experts

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 1

11:00

Roundtable A: ESG - How can technology support meaningful reporting and support heightened expectations in this space

Roundtable B: Leadership suite – management styles and technology strategies to accelerate growth

Roundtable C: Safeguarding the ‘Republic of the Remote’ – how technology has enhanced remote working and how are managers capitalizing on this and insulating remote teams from security threats

  • Ashish Saraff, Founder, CEO, Novyy Technologies Ltd
  • Thomas Balashev, Managing Partner, Monta Capital
  • Christopher Mizer, President and CEO, Vivaris Capital, LLC
  • Omiros D Sarikas, Managing Partner, Brookstreet Equity Partners LLP
  • Bryn Morgan, Head of Business Development, Lanware

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 2

11:45

Roundtable A: ESG

Roundtable B: Leadership suite

Roundtable C: Safeguarding the ‘Republic of the Remote’

  • Craig Reeves, Board Director & Founder, Prestige Funds
  • Ashish Saraff, Founder, CEO, Novyy Technologies Ltd
  • Christopher Mizer, President and CEO, Vivaris Capital, LLC
  • Bryn Morgan, Head of Business Development, Lanware

12:30

NETWORKING LUNCH

Roundtables take place as repeated parallel sessions. Delegates register in advance for 3 of 4 topics.

ROUNDTABLE ROUND 3

13:45

Roundtable A: ESG

Roundtable B: Leadership suite

Roundtable C: Safeguarding the ‘Republic of the Remote’

  • Craig Reeves, Board Director & Founder, Prestige Funds
  • Thomas Balashev, Managing Partner, Monta Capital
  • Bryn Morgan, Head of Business Development, Lanware

14:30

NETWORKING BREAK

  • How is artificial intelligence being used to improve cybersecurity tools i.e. better helping firms identify changes in employee behaviour ahead of a data breach?
  • Home is where the threat is – how is endpoint security stepping up to protect remote office working?
  • How to guard against emerging cyber threats, such as ‘Insider-as-a-service’ model, aimed at bad actors being recruited remotely and stealing IP.
  • What should today’s COO, CTO or CISO be prioritizing to maintain data security and good cyber hygiene?
  • What does the next evolution of the public cloud look like? And what might the long-term benefits be to asset managers?
  • API trends and latest areas of cloud tool application across the enterprise

Patrolling the perimeter – Cybersecurity and Data Integrity

PANEL 3

15:00

Speakers:

  • Andrew Smith, Founder and Managing Director, Albany Investment (moderator)
  • Matthew Hilsenrad, Director of Cybersecurity, Abacus Group
  • Richard Collins, Partner and COO, QSix

Leading high-performing and adaptable teams in complex environments

KEYNOTE AND Q&A

15:45

Speaker:

  • Ash Alexander-Cooper OBE, Former Specialist Military Unit Colonel & CCO, British Army & General System

16:15

NETWORKING

Cocktails, canapes and networking

18:00

EVENT CLOSES

Adam Harrison

Chief Commercial officer at Titanbay

Andrew Smith

Alan Vaksman

Founder, Managing Partner at Digital Horizon

Read more

Founder and Managing Director at Albany Investment

Read more

Anna Olsson

ESG Director at CapMan Group

Read more

Ash Alexander-Cooper OBE

Ashish Saraff

Former Specialist Military Unit Colonel & CCO at British Army & General System

Read more

Founder, CEO at Novyy Technologies Ltd

Read more

Benedetta Balducci

Head of Client and Portfolio Solutions EMEA at Hermes GPE

Read more

Bryn Morgan

Managing Director at Round Hill Capital

Read more

Head of Business Development at Lanware

Read more

Brian Welsh

Catherine Badour

Head of Investor Relations at Holly Port Capital

Read more

Craig Reeves

Board Director & Founder at Prestige Funds

Read more

Christopher Mizer

President and CEO at Vivaris Capital, LLC

Read more

David Kinsella

Director at haysmacintyre

Read more

Douglas Trafelet

Director of Business Development at Equipped Ai

Read more

Partner at Northzone

Read more

Elena Pantazi

Fabio Nalucci

CEO & Founder at GELLIFY

Read more

Ian Kelly

Managing Director at SS&C GlobeOp

Read more

James Smith

Head of Operations and Finance, at ARA Venn

Read more

Jolie von Arnim

Head of Investor Relations at Freshstream Investment Partners

Read more

Karen Sands

COO & CFO at Hermes GPE

Read more

Keji Mustapha

Global Director of Brand & Community at Partech

Read more

Leonid Shapiro

Managing Director/Founder, Candesic Limited and Parner at Brookstreet Equity Partners LLP

Read more

Malcolm Goddard

Partner & CFO/COO at Zetland Capital

Read more

Matthew Hilsenrad

Director of Cybersecurity at Abacus Group

Read more

Matthieu Ducharme

Managing Director at Northleaf Capital

Read more

Meghan McAlpine

Senior Director, Strategy & Product Marketing, Alternative Investments at SS&C Intralinks

Read more

Natalia Neuman

COO & General Counsel at Lakestar

Read more

Natasha Lytton

Director at Seedcamp

Read more

Omiros D Sarikas

Managing Partner at Brookstreet Equity Partners LLP

Read more

Patrick Watson

Finance Director at Anthemis Group

Read more

Paul Bridge

CEO, Social Housing at Civitas Investment Management

Read more

Peter Coates

Head of Business Strategy and Development at PSG Capital

Read more

Raxita Kapashi

CFO at Dawn Capital

Read more

Richard Johnson

Richard Collins

Partner and COO at QSix

Read more

Managing Director and Global Head of Investor Relations at Appian Capital Advisory

Read more

Sam Perry

Director of Strategic Alliances & Private Equity at Globalization Partners

Read more

Sarita Bartlett

Shuli Levy

Managing Director Environment, Social, Governance Impact (ESGI) at Obviam

Read more

Chief Financial and Operating Officer at Expedition Growth Capital

Read more

Stefano Gurciullo

Partner at Redstone

Read more

Thomas Balashev

Susann Aulbach

Fundraising & Investor Relations at DN Capital

Read more

Managing Partner at Monta Capital

Read more

Tina Page

Chief Operating Officer at MV Credit

Read more

Tony Paredes

Vice President, Head of Global Business Development at Anduin

Read more

Travis Broad

Director at Lionpoint

Read more

Tzvete Doncheva

International Investor Relations Lead at PropTech1 Ventures

Read more

100+

GPs

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

KIMPTON FITZROY LONDON HOTEL

Address: 1-8 Russell Square, London WC1B 5BE

Venue Requirements

Dress Code

COVID-19

Electronic Devices

We advise attendees to take a lateral flow test before the event to ensure the safety of everyone.

Attendees are asked to dress in business attire.

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

REGISTRATION FOR THIS EVENT HAS NOW CLOSED

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