Thursday, 20th April, 2023 | Convene 22 Bishopsgate, London

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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 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.

All Summits and Webinars are CPD accredited, so you can learn, network and develop new skills.

Find out more about The CPD Certification here: https://cpduk.co.uk/

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CONTACT OUR TEAM

PUT YOUR BRAND IN FRONT OF 100+ GPs

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CONFERENCE AGENDA

7:15 AM

INVITE-ONLY PRIVATE BREAKFAST DISCUSSION

  • Richard Robinson, CEO, Robin AI

Minimising the burden of contracts

  • What contracts contribute to the burden for PE managers and where does that burden fall?
  • How has this burden been managed historically and what are the consequences of that approach?
  • How is this changing with access to new technology and how can that help mitigate risks and improve ROI?
  • How can PE managers support portfolio companies with their contract burden?
Hosted by Robin AI

8:30 AM

REGISTRATION AND BREAKFAST

8:55 AM

WELCOME FROM THE CHAIR

  • Angele Paris, Head of Partner Projects, Global Fund Media
  • Secondaries and continuation funds – what are the opportunities and operational challenges for managers and is there a mismatch between GP and LP enthusiasm?
  • As capital structures move from the traditional 2/20 model to rolling and evergreen funds, what are the other creative models for the future? How can GPs avoid group-think and understand what LPs really want?
  • What do you think about the pacing of investment sizing and when to return capital to investors ?
  • LP demands for access to reporting and analytics, alongside calls for more GP engagement and transparency are putting GPs under pressure. How can technology help them provide LPs with a better user experience?
  • Avoiding the silo effect. How can GPs have an integrated approach to data management across all their holdings? What tools and systems can help facilitate this?

Change is here: New, emerging and unusual structures for fund economics

PANEL 1

9:00 AM

Speakers:

  • Paul Loynes, Senior Advisor, Robin AI (moderator)
  • Carolina Espinal, Managing Director, HarbourVest Partners
  • Karen Sands, COO, Private Equity, Federated Hermes GPE
  • Jorn Krenn, Principal in the Secondary and Portfolio Finance, AlpInvest

Fireside Chat

9:45 AM

Shifting sands: Dealing with the current fund financing environment

  • How are firms tackling this fundamental part of the PE business model?
  • With interest rates rising and banks pulling in horns – what solutions are PE managers looking for?
  • Trends in 2023 subscription lines
  • How to access alternative lines of credit

Speakers:

  • Joe Briggs, Founder, Briggs Capital Formation
  • Stephen Quinn, Managing Director, 17Capital
  • Does ESG fatigue risk eliminating some of the concept’s important goals and advances?
  • Is there a pinnacle of reporting standardization (ILPA et al) or are multiple reporting standards still vying for attention? What should the industry do to create an ESG reporting lingua franca?
  • Lack of consistency between LPs/GPs – how do we coordinate, remain clear, focus on what’s most relevant in ESG and manage expectations of both LPs and GPs?
  • Can tech help with ESG reporting – what are the current solutions and advancements?

Searching for consistency: ESG reporting and the quest for standardisation

PANEL 2

10:00 AM

Speakers:

  • Amandine Ayrem, Managing Director - Mid-Large Buyout, Eurazeo (moderator)
  • Adam Black, Partner & Head of ESG and Sustainability, Coller Capital
  • Stanley Kwong, Principal - Sustainable Investing (ESG), KKR
  • Owen Riddall, Chief Product Officer, Novata

10:45 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Improve efficiency through outsourcing and maximizing the use of third party providers
  • Enhance reporting and compliance functions
  • More engaged and connected investor relations

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

ROUNDTABLE ROUND 1

11:15 AM

Roundtable A: Defining operational priorities: What are the five key areas your business should be thinking about?

Speakers:

  • Wade Phillips, President, Europe, Seraph Consulting
  • Oliver Šaban, Head of Business Development, EMV Capital

Roundtable B: Fundraising flexibility: Investor relations during new economic conditions

  • Dealing with the denominator affect
  • Is it getting harder to raise money? How are people coping with the tougher fund-raising environment?
  • Dealing with ‘draconian’ LP covenants. Understanding political and policy objectives of LPs, should these have a role in the commitment of capital
  • Onboarding and investor comms – what represents best practice in 2023?
  • Benedetta Balducci, Head of Portfolio and Client Solutions (EMEA), Federated Hermes GPE
  • Nadine Fugert, Principal, Investor Relations, Adams Street Partners

Speakers:

Roundtable C: Bringing it all together: Navigating a disparate regulatory environment

  • Methods and processes for regulatory tracking / implementation
  • “Top five” current regulatory focus areas and how the current regulatory environment impacts fundraising and deal-making
  • Implementation phase – managing internal stakeholders / developing cultural change to move away from legacy systems
  • Compliance / monitoring
  • Outsourcing vs in-house capabilities: opportunities and risks
  • Using technology to deal with the impacts of regulatory change
  • Putting into practice: Best practices in tackling increased scrutiny in compliance and audit functions

Speakers:

  • Bridget Deiters, Senior Managing Director and International Lead, Ontra
  • Charlotte Henderson, General Counsel and COO, All Seas Capital
  • Jocelyn Roberts, General Counsel and COO, Aptimus Capital Partners

Roundtable D: Data integrity and security: Keeping the wave of data safe, secure, and compliant.

  • Latest in cyber security rules – how to keep data safe and remain compliant.
  • Evolving nature of cyber threats – firms need to adapt to stay on the front foot.
  • The human element – the importance of education and training in maintaining robust cybersecurity procedures.
  • Keeping lid on disclosed information – with more reporting and disclosures, how do you protect your secret sauce from escaping into the marketplace.
  • Data Integrity – How do you ensure your data is correctly distributed between services, particularly in the cloud.

Speakers:

  • Simon Eyre, CISO and Managing Director, Drawbridge
  • Denis Michel, Chief Compliance, Risk & Control Officer and Partner, Vauban Infrastructure Partners

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

ROUNDTABLE ROUND 2

12:00 PM

Roundtable A: Defining operational priorities

Roundtable B: Fundraising flexibility

Roundtable C: Bringing it all together

Roundtable D: Data integrity and security

  • Benedetta Balducci, Head of Portfolio and Client Solutions (EMEA), Federated Hermes GPE
  • Nadine Fugert, Principal, Investor Relations, Adams Street Partners
  • Wade Phillips, President, Europe, Seraph Consulting
  • Oliver Šaban, Head of Business Development, EMV Capital
  • Simon Eyre, CISO and Managing Director, Drawbridge
  • Denis Michel, Chief Compliance, Risk & Control Officer and Partner, Vauban Infrastructure Partners
  • Bridget Deiters, Senior Managing Director and International Lead, Ontra
  • Charlotte Henderson, General Counsel and COO, All Seas Capital
  • Jocelyn Roberts, General Counsel and COO, Aptimus Capital Partners

12:45 PM

NETWORKING LUNCH

  • What is the appetite among HNWIs for access to private markets?
  • How is this being fulfilled – via technology and new platforms etc?
  • How can service providers help with this wider distribution and the associated reporting?
  • Where to next – will we see mass affluent access the private markets space?

‘Democratisation’ of private equity investment for HNWIs (and beyond)

PANEL 3

2:00 PM

Speakers:

  • Marco Belletti, CEO, Azimut Libera Impresa (moderator)
  • Benedetta Balducci, Head of Portfolio and Client Solutions (EMEA), Federated Hermes GPE
  • David Genn, CEO, Goji
  • Michael Perry, Director, Balder Capital
  • Meiping Yap, Director, Stonehage Fleming Private Capital

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

ROUNDTABLE ROUND 3

2:45 PM

Roundtable A: Defining operational priorities

Roundtable B: Fundraising flexibility

Roundtable C: Bringing it all together

Roundtable D: Data integrity and security

  • Nicolo Colombo, Investment Director, 17Capital
  • Carl Nauckhoff, Senior Principal & Head of Investor Relations, Investindustrial
  • Raxita Kapashi, Chief Financial Officer, Dawn Capital
  • Wade Phillips, President, Europe, Seraph Consulting
  • Simon Eyre, CISO and Managing Director, Drawbridge
  • Yun Ma, Data Strategy & Insight Manager, Livingbridge
  • Bridget Deiters, Senior Managing Director and International Lead, Ontra
  • Alison Armstrong, Legal Counsel, GHO Capital

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • What technology trends have had the greatest impact on PE firms in the past 12 months?
  • How is the growing use of tech within investment teams affecting dealflow competition?
  • Are PE firms embracing data-driven technologies? How can they best be applied to maximum effect?
  • What key technology innovations would PE firms like to see? How can these help transform the way they do business?

Stepping up tech: How private equity is using technology to gain a competitive edge

PANEL 4

4:00 PM

Speakers:

  • Adri Purkayastha, Group Head AI Operational Risk, BNP Paribas (moderator)
  • Giles Hughes, Consultant, Endava
  • Paul Morrissey, Senior Managing Director, The Blackstone Group International Partners LLP
  • Daniel Sinclair, Partner, Ares Management

Holding back: What are the primary blockers to technology adoption and how can GPs’ fears be allayed?

Fireside Chat

4:45 PM

Speakers:

  • Katie May, Managing Director, Ontra
  • Angele Paris, Head of Partner Projects, Global Fund Media

Wine Tasting, hosted by Private Equity Wire

5:00 PM

Amongst wine tasting, discuss current views on the private equity space and LPs investment priorities.

5:30 PM

NETWORKING

Drinks Reception and networking

7:00 PM

EVENT CLOSES

Alison Armstrong

Legal Counsel at GHO Capital

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Amandine Ayrem

Benedetta Balducci

Managing Director - Mid-Large Buyout at Eurazeo

Read more

Head of Portfolio and Client Solutions (EMEA) at Federated Hermes GPE

Read more

Marco Belletti

CEO at Azimut Libera Impresa

Read more

Adam Black

Joe Briggs

Founder at Briggs Capital Formation

Read more

Partner & Head of ESG and Sustainability at Coller Capital

Read more

Nicolo Colombo

Investment Director at 17Capital

Read more

Bridget Deiters

Carolina Espinal

Senior Managing Director and International Lead at Ontra

Read more

Managing Director at HarbourVest Partners

Read more

Simon Eyre

CISO and Managing Director at Drawbridge

Read more

Nadine Fugert

David Genn

Principal, Investor Relations at Adams Street Partners

Read more

CEO at Goji

Read more

Charlotte Henderson

General Counsel and COO at All Seas Capital

Read more

Giles Hughes

Consultant at Endava

Read more

Raxita Kapashi

Chief Financial Officer at Dawn Capital

Read more

Jorn Krenn

Principal in the Secondary and Portfolio Finance at AlpInvest

Read more

Stanley Kwong

Principal - Sustainable Investing (ESG) at KKR

Read more

Paul Loynes

Senior Advisor at Robin AI

Read more

Katie May

Managing Director at Ontra

Read more

Yun Ma

Data Strategy & Insight Manager at Livingbridge

Read more

Denis Michel

Chief Compliance, Risk & Control Officer and Partner at Vauban Infrastructure Partners

Read more

Paul Morrissey

Senior Managing Director at The Blackstone Group International Partners LLP

Read more

Carl Nauckhoff

Senior Principal & Head of Investor Relations at Investindustrial

Read more

Angele Paris

Head of Partner Projects at Global Fund Media

Read more

Michael Perry

Director at Balder Capital

Read more

Wade Phillips

President, Europe at Seraph Consulting

Read more

Adri Purkayastha

Group Head AI Operational Risk at BNP Paribas

Read more

Stephen Quinn

Managing Director at 17Capital

Read more

Chief Product Officer at Novata

Read more

Owen Riddall

Jocelyn Roberts

General Counsel and COO at Aptimus Capital Partners

Read more

COO, Private Equity, at Federated Hermes GPE

Read more

Karen Sands

Oliver Šaban

Head of Business Development at EMV Capital

Read more

Daniel Sinclair

Partner at Ares Management

Read more

Director at Stonehage Fleming Private Capital

Read more

Meiping Yap

100+

GPs

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

Convene - London

Address: 22 Bishopsgate // City of London, London

Venue Requirements

Dress Code

Electronic Devices

Please note attendees are asked to dress in business casual.

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

The venue operates a QR code entry system, pre-registration is required

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