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Wednesday, December 14, 2022 | University Club of New York

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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

  • Impact of inflation and interest rates on the sector – is the death of cheap cash, supply chain issues and increased pricing going to impact deal flow and valuations?
  • With equity markets volatile and a likely drop in IPOs will we see less exits and a greater reliance on continuation funds (and their associated problems), take-privates and secondary market transactions
  • New products that appeal to a wider audience – are we seeing the ‘democratisation’ of PE via retail/mass affluent platforms, the increase of evergreen structures and concepts like tokenization?
  • Expectations re: LP allocations v. uncertainty in the macro environment
  • What operational trends and best practices will GPs employ to make the most of opportunities and to help with problems?

Inflation, Interest rates, Instability…and Innovation: How private equity is dealing with global-macro uncertainty via technology, new structures and a wider base of potential LPs

PANEL 1

09:00

  • Outsourcing, now a strategic imperative for the private markets’ fund back-office – what are the current drivers and trends
  • Valuations and compliance outsourcing are currently the most outsourced functions after fund administration – examining the scope, challenges, models and strategies adopted in each
  • Pushing the boundaries of outsourcing to other higher value activities – where to next? Are you even examining the ‘fraction-lisation’ of once key staff – e.g. CTO…and even the COO/CFO.
  • What are the benefits risks here? What other areas of your ops could be outsourced?

Digitalization and delegation: Is the potential of outsourcing for PE boundless or should it stop at the back office?

PANEL 2

09:45

  • Extension of outsourcing to front office and operating partners
  • Promise of technology adoption for private markets funds’ back-office (e.g. cognitive investment data management, standardisation of templates)
  • Portfolio monitoring – challenges in monitoring
  • Investor reporting – reporting challenges, automation
  • Co-sourcing and in-sourcing versus standard outsourcing – co-sourcing approach winning with larger funds, but what does it also mean for smaller players?
  • Benefits and trade-offs
  • Decision considerations for co-sourcing versus standard outsourcing
  • Lessons from Pandemic
  • Cybersecurity not an afterthought any more for PE managers
  • Hybrid operating model and implications for talent management –
  • Keeping all the stakeholders aligned and the ‘art of the flexibility’ for talent management
  • 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?

10:30

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Overcoming the challenge of analysing large data sets before the data becomes obsolete; what techniques are managers pursuing to gain, and maintain, an edge?
  • What advances in algorithms are being applied to parsing and analysing textual data – and are these advances improving the power of predictive analytics?
  • How are PE managers developing their own proprietary tools to make data management processes and controls more efficient?
  • Best practices for setting out and overseeing an effective data management strategy
  • The role of internal culture in setting out a path for data transformation
  • Bring all your data sources together via an API and single platform approach

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

ROUNDTABLE ROUND 1

11:00

Roundtable A: Bringing clarity, avoiding confusion – best practice in data management and analytics

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 and smaller service providers going out of business in more uncertain times

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 regulatory landscape and gobal 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
  • 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?
  • Will ESG be linked to carry in the future?
  • 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
  • Will improving on ESG feed through to returns?

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

ROUNDTABLE ROUND 2

11:45

Roundtable A: Bringing clarity, avoiding confusion

Roundtable B: Outsourcing evolution

Roundtable C: Legal, tax and structuring outlook

Roundtable D: ESG landscape

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

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

ROUNDTABLE ROUND 3

14:30

Roundtable A: Bringing clarity, avoiding confusion

Roundtable B: Outsourcing evolution

Roundtable C: Legal, tax and structuring outlook

Roundtable D: ESG landscape

15:15

NETWORKING BREAK

Coffee break and a chance to meet our experts

  • Has the last 24months led to a new resolve to do more with tech – what have been the key lessons here?
  • Using alternative data and improved data integration to better analyse portfolio companies and new acquisitions
  • 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 4

15:45

PANEL 5

16:30

IR 2.0: Digitising fundraising and investor relations

  • 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

17:15

NETWORKING

Cocktails, canapes and networking

19:00

EVENT CLOSES

Carolyn Flanagan

Brian Brennan

Managing Director at York Capital

David Smith

Partner and Head of Human Resources at Adams Street Partners

SVP & Private Markets Consultant at Callan

COO at Progress Partners

Domenic Venuto

James C. Pickel, Jr.

Counsel at Lindsay Goldberg

Jennifer Brown

Partner, Global Head of Consultant Relations at Adams Street Partners

Director, Business Intelligence at L Catterton

Jimmy Simmons

Michelle Jacobi

Managing Director at Gatewood Capital Partners

Managing Director at GCM Grosvenor

Ya Tung

100+

GPs

EXPERT SPEAKERS

30+

SERVICE PROVIDERS

20

UNIVERSITY CLUB OF NEW YORK

Address: One West 54th Street New York, NY 10019

Venue Requirements

Dress Code

COVID-19

Electronic Devices

Attendees must be able to provide proof of a full Covid-19 vaccination to gain entry.

Business attire -

blazers/jackets and collared shirt for men. Trainers or denim are not permitted.

Electronic devices must remain silent in all public areas in the Club House.

For more information on any of the above, please click here.

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