Thursday, 17th November, 2022 | Kimpton Fitzroy London

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Identifying the digital drivers accelerating better performance, operational excellence and business growth

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Technology is having a transformative impact on the private equity space. From deal flow, acquisition and value creation to operations, outsourcing and the evolving working-from-home environment, the seed of tech has been planted in every vertical of a PE firm’s workflow. As we acknowledge and analyse the consequences of these huge shifts, Private Equity Wire is pleased to introduce an event created by GPs-for-GPs.


Informed by in-depth industry consultation, the Private Equity European Technology Summit 2022, designed 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. There will also be time for networking and informal conversations with close peers and colleagues.

Private Equity Wire’s event will:

  • 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 discuss shared problems, opportunities and solutions
  • Focus on current trends, emerging themes and the likely innovations and disruptors of 2023 and beyond

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/

PUT YOUR BRAND IN FRONT OF 100+ GPs

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

8:55 AM

  • Oliver Bradley, Chief Executive Officer, Global Fund Media

WELCOME ADDRESS

  • Has the last 12 months led to a new resolve to do more with tech – what have been the key lessons and results 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?
  • How will new tech improve/change your operating model – how do you make changes successfully?

Setting the digital agenda: how can your business adopt and successfully integrate new trends in private equity technology?

PANEL 1

9:00 AM

  • Peter Coates, Head of Strategy, Peregrine Ltd (moderator)
  • Simon Peet, Partner, Livingbridge
  • Wissam Mansour, Founding Partner & CEO, Neventa Capital
  • Oliver Šaban, Head of Business Development, EMV Capital

Speakers

  • Outsourcing is now a strategic imperative for the PE back-office – what are the current tech drivers and trends?
  • What functions are being outsourced, by whom and why?
  • Where is innovation and value creation being driven by service providers?
  • What is the long-term requirement for GPs, large and small, as technology develops and the industry grows?
  • 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?

Digitalization and delegation: is the potential of tech outsourcing for PE a boundless opportunity or an emerging risk?

PANEL 2

9:45 AM

Speakers

  • Joe Briggs, Founder, Briggs Capital Formation (moderator)
  • Christopher Parmo, Partner, Verdane Capital Advisors
  • Omiros Sarikas, Managing Partner (CEO), Brookstreet Equity Partners
  • Helena Haykin, Partner and General Counsel, Digital Horizon

10:30 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

11:00 AM

ROUNDTABLE ROUND 1

Roundtables take place as repeated parallel sessions. Delegates rotate through all 3 topics for focused discussion in small groups.

Roundtable A: data management, data ‘interrogation’ and technology: leveraging existing data, building new data systems and gaining real insight

  • Building and interrogating a coherent data eco-system
  • The scope and use of data are widening, but are PE managers paying enough attention to data strategy, storage and governance?
  • Is it possible to quickly systematize a space that has for so long run on and relied on manual processes?
  • The continued concerns over cyber security – has remote working intensified these concerns? What are the available solutions?
  • How are fund managers and their LPs using data for (asset-level) value creation – in-house software applications and data platforms for origination, deployment and improving asset performance

Speakers

  • Michael Perry, Director, Balder Capital
  • David Fanning, Executive Director, Technology, Pemberton Asset Management

Roundtable B: patrolling the perimeter – Cybersecurity and cloud technology

  • 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

Speaker

  • Matthew Scherba, Partner and Investment Director, Tern

Roundtable C: value creation through technology: How new tools are changing the way GPs review opportunities

  • What are the top tech trends capable of driving value at portfolio companies?
  • Using analytics and alternative data to identify opportunities
  • Using data to manage deal flow and get more out of portfolios
  • How data and better analysis can accelerate growth at portfolio companies
  • Leading on digital transformation at portfolio companies

Speakers

  • James Brookes, Founding Partner, Stanley Capital
  • Anastasia Kovaleva, Investment Director, Pollen Street Capital

11:45 PM

ROUNDTABLE ROUND 2

Roundtables take place as repeated parallel sessions. Delegates rotate through all 3 topics for focused discussion in small groups.

Roundtable A: data management, data ‘interrogation’ and technology: leveraging existing data, building new data systems and gaining real insight

Roundtable B: patrolling the perimeter – Cybersecurity and cloud technology

Roundtable C: value creation through technology: How new tools are changing the way GPs review opportunities

  • Andrew Smith, Managing Director, Albany Investment Ltd
  • Matthew Scherba, Partner and Investment Director, Tern
  • James Brookes, Founding Partner, Stanley Capital
  • Philippe Chaudhry, CIO & Managing Partner, Halocline Private Holdings, LLC
  • Ami Kotecha, Co-Founder, Amro Partners
  • Michael Perry, Director, Balder Capital
  • David Fanning, Executive Director, Technology, Pemberton Asset Management

12:30 PM

NETWORKING LUNCH

  • The data and analytics required to drive value from ESG strategies – tracking ESG metrics in earnest and meeting LP expectations
  • Making progress: aligning GP and LP interests on ESG – how to collaborate in the reporting process and what are the operational headaches?
  • Next steps: How do you integrate ESG with the rest of your tech stack?

ESG tech landscape: how can technology help you to grapple with the increased complexity of ESG metrics and reporting

FLASH BRIEFING

1:45 PM

Speakers

  • Ami Kotecha, Co-Founder, Amro Partners
  • Charles Radclyffe, Partner, EthicsGrade
  • What is the current and evolving view of the use of alternative data across the panel? How would you like your respective businesses to benefit from its use? How has it helped you make better investment decisions?
  • Can we go a bit deeper on this, how can 'alternative' datasets help with due diligence and with the trajectory of current portfolio companies – is the use of this information now a fully integrated part of the ongoing portfolio management process?
  • Understanding consumer trends and long-term company trends via this data – what insights are you looking for and how has it/will it help?
  • What sort of data are you using at the moment to help you achieve this:

Alternative data: ask the right questions, making informed decisions on the best data-sets and integrating with your existing data

PANEL 3

2:00 PM

  • Mobility data
  • Marketing spend
  • Web traffic
  • How has this dataset already helped with investment decisions and long-term portfolio management goals?
  • How have you been able to drown out the background noise of large amounts of data – how are you able to interrogate it by asking the right questions?
  • How do you measure the effectiveness of these datasets – are you developing internal metrics? Do you have to invest in multiple datasets to get it truly right and – if so – how do you integrate this date in one place?

Speakers

  • Alpesh Doshi, Managing Partner, Redcliffe Capital (moderator)
  • Adri Purkayastha, Global Head of AI Operational Risk, BNP Paribas Group
  • Bradley Jones, Senior Investment Manager, Earth Capital
  • Marco Belletti, CEO, Azimut Libera Impresa

2:45 PM

ROUNDTABLE ROUND 3

Roundtables take place as repeated parallel sessions. Delegates rotate through all 3 topics for focused discussion in small groups.

Roundtable A: data management, data ‘interrogation’ and technology: leveraging existing data, building new data systems and gaining real insight

Roundtable B: patrolling the perimeter – Cybersecurity and cloud technology

Roundtable C: value creation through technology: How new tools are changing the way GPs review opportunities

  • Andrew Smith, Managing Director, Albany Investment Ltd
  • Lindsey Ord, Chief Financial and Risk Officer, Climate Fund Managers
  • Thomas Balashev, Founder and CEO, Monta Capital
  • Philippe Chaudhry, CIO & Managing Partner, Halocline Private Holdings, LLC

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Can tokenization create liquid PE vehicles for mass affluent investors?
  • How does your business embrace this technology? Is it already workable or still in its infancy?
  • What are the security concerns around the process and is such an approach for creating liquid PE funds acceptable to the regulators?

Is tokenization a key part of PE’s future distribution strategy?

FLASH BRIEFING

4:00 PM

Speakers

  • Kevin Monserrat, Founder and Board Member, Consilience Ventures
  • Peter Coates, Head of Strategy, Peregrine Ltd
  • 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?
  • Using digital tools for onboarding
  • Will we see a hybrid approach to fundraising, on a permanent basis, going forward, combining the human element with the machine?
  • Changing approaches to ODD via tech

LP Onboarding: digitising fundraising and investor relations

PANEL 4

4:15 PM

Speakers

  • Oliver Norton, Vice President of Business Development, AtomInvest (moderator)
  • Stephan Grillmaier, Head of Investor Relations, Arccus Infrastructure Partners
  • Richard Collins, Partner and COO, QSIX
  • Henry Reynolds, COO, Bite Investments

5:00 PM

NETWORKING

Drinks, Canapes and Networking

7:00 PM

EVENT CLOSES

Thomas Balashev

Founder and CEO at Monta Capital

Read more

Marco Belletti

CEO at Azimut Libera Impresa

Read more

Joe Briggs

Founder at Briggs Capital Formation

Read more

James Brooks

Philippe Chaudhry

Founding Partner at Stanley Capital

Read more

CIO & Managing Partner at Halocline Private Holdings, LLC

Read more

Head of Strategy at Peregrine Ltd

Read more


Peter Coates

Richard Collins

Partner and COO at QSIX

Read more

Alpesh Doshi

Managing Partner at Redcliffe Capital

Read more

David Fanning

Executive Director, Technology at Pemberton Asset Management

Read more

Stephan Grillmaier

Head of Investor Relations at Arccus Infrastructure Partners

Read more

Partner and General Counsel at Digital Horizon

Read more

Helena Haykin

Bradley Jones

Senior Investment Manager at Earth Capital

Read more

Ami Kotecha

Co-Founder at Amro Partners

Read more

Anastasia Kovaleva

Investment Director at Pollen Street Capital

Read more

Wissam Mansour

Founding Partner & CEO at Neventa Capital

Read more

Kevin Monserrat

Oliver Norton

Founder and Board Member at Consilience Ventures

Read more

Vice President of Business Development at AtomInvest

Read more

Lindsey Ord

Chief Financial and Risk Officer at Climate Fund Managers

Read more

Christopher Parmo

Simon Peet

Partner at Verdane Capital Advisors

Read more

Partner at Livingbridge

Read more


Adri Purkayastha

Global Head of AI Operational Risk at BNP Paribas Group

Read more

Michael Perry

Charles Radclyffe

Director at Balder Capital

Read more

Partner at EthicsGrade

Read more

Henry Reynolds

COO at Bite Investments

Read more

Oliver Šaban

Omiros Sarikas

Head of Business Development at EMV Capital

Read more

Managing Partner (CEO) at Brookstreet Equity Partners

Read more

Matthew Scherba

Partner and Investment Director at Tern

Read more

Andrew Smith

Managing Director and Founder at Albany Investment

Read more


GPs

100+

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

KIMPTON FITZROY LONDON

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

Venue Requirements

Dress Code

Electronic Devices

Please note attendees are advised the dress code is business casual.

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

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