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Mission-critical guidance for new and emerging managers

Wednesday, March 13th, 2024 | Convene 101 Park Avenue, New York

SPONSOR ENQUIRIES
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APPLY TO ATTEND

This event is aimed at management firms and funds in their early stages of development, raising capital for funds I through III, as well as managers and funds operated by women and leaders from diverse backgrounds.


Our mission is simple: to create a series of conversations that will enable your new firm or fund to be set for growth, success, and security.


Dealing with issues spanning operations, strategy, deal flow, LP-engagement and compliance, Private Equity Wire's gathering is designed to inform and engage decision makers from across the leadership suite.



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 leadership suite to discuss shared problems, opportunities and solutions
  • Focus on current trends, emerging themes and the likely innovations and disruptors of the next 5 years

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/

Bronze Sponsor

CONTACT OUR TEAM

PUT YOUR BRAND IN FRONT OF 100+ GPs

8:30 AM

REGISTRATION AND NETWORKING BREAKFAST

(25 mins)

9:00 AM

OPENING REMARKS

  • Tony Griffiths, Director of Content, Global Fund Media

(5 mins)

  • Reflecting on economic conditions in the first quarter of 2024
  • Tracking indicators for the rest of the year
  • Investment strategies that are trending upwards
  • What sectors are booming in the down cycle?

New frontiers: Entry opportunities for emerging managers

PANEL 1

9:05 AM

(40 mins)

Outsourcing: Helping firms get off the ground, or a catalyst when scaling up?

FIRESIDE CHAT

9:40 AM

  • An interview with a leading COO covering the potential outsourcing has to offer and considering the challenges it may bring.

(15 mins)

  • Market-fuelled barriers to entry currently facing emerging PE firms
  • Economic and systemic risks to business
  • Navigating the regulatory minefield facing US private firms
  • Building resilient and future-ready portfolios

Risky business: The art of taking off in a perfect storm

PANEL 2

10:00 AM

(40 mins)

10:40 AM

NETWORKING BREAK

Coffee break and a chance to meet our experts

(30 mins)

11:10 AM

ROUNDTABLE ROUND 1

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

Roundtable A | Sector specialisms: Opportunities or limits to growth?

(40 mins)

  • What advantages do specialised sector strategies provide in terms of deep industry knowledge, deal sourcing, and operational improvements within specific market segments?
  • Are there limitations or risks related to over-reliance on specialised sectors, such as market cyclicality, limited deal flow, or exposure to sector-specific risks?
  • How do such specialisations enable private equity firms to identify and capitalise on unique investment opportunities or emerging trends within specific industries?
  • How do firms manage risk and maintain a diversified portfolio while focusing on specific sectors?

Roundtable B | Deal-by-deal: Building a track record one step at a time

  • How does the deal-by-deal strategy provide flexibility and control in selecting investments, mitigating risks, and showcasing successful deals to investors?
  • What are the implications of such an approach on a firm's ability to scale operations, execute larger transactions, and build long-term relationships with investors?
  • How do firms identify and evaluate opportunities that align with their investment thesis and contribute to establishing a strong track record?
  • What measures need to be taken to maintain consistency and alignment with the firm's overall investment strategy while pursuing deals on a case-by-case basis?

Roundtable C | Talent pool: Profiles to bring on board a fledgling PE firm

  • What are the core competencies and experiences required in team members to effectively identify investment opportunities, conduct due diligence, and execute successful deals?
  • How does the firm balance the need for experienced industry veterans versus fresh talent and diversity within the team to foster innovation and growth?
  • What role does cultural fit, adaptability, and entrepreneurial mindset play in selecting talent for a growing PE firm, and how is this assessed during recruitment?
  • In what ways does the talent acquisition strategy align with the firm's growth trajectory and future aspirations, and how does it contribute to competitive advantage in the market?

Roundtable D | Easy wins: Who’s in the market for new managers right now?

  • What specific attributes or strategies are drawing the attention of LPs (Limited Partners) towards new managers in the current private equity landscape?
  • Are there market trends or investor demands that create favourable conditions for emerging managers seeking fundraising opportunities or access to capital?
  • What hurdles or barriers do emerging managers encounter in terms of raising capital, building a track record, or gaining recognition in the market?
  • What strategies should new managers employ to differentiate themselves, build credibility, and establish a track record to attract LP commitments?

11:50 AM

ROUNDTABLE ROUND 2

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

Roundtable A | Sector specialisms: Opportunities or limits to growth?

Roundtable B | Deal-by-deal: Building a track record one step at a time

Roundtable C | Talent pool: Profiles to bring on board a fledgling PE firm

Roundtable D | Easy wins: Who’s in the market for new managers right now?

(40 mins)

12:30 PM

NETWORKING LUNCH

(60 mins)

Finding value: Levers that can transform portfolio businesses

PANEL 3

1:30 PM

  • Indicators for high-growth assets under current conditions
  • Widely applicable channels to profitability
  • Advanced tech’s potential to build operational efficiencies
  • ESG’s role in boosting financial returns

(40 mins)

2:10 PM

ROUNDTABLE ROUND 3

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

(40 mins)

Roundtable A | Sector specialisms: Opportunities or limits to growth?

Roundtable B | Deal-by-deal: Building a track record one step at a time

Roundtable C | Talent pool: Profiles to bring on board a fledgling PE firm

Roundtable D | Easy wins: Who’s in the market for new managers right now?

2:50 PM

ROUNDTABLE ROUND 4

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

(40 mins)

Roundtable A | Sector specialisms: Opportunities or limits to growth?

Roundtable B | Deal-by-deal: Building a track record one step at a time

Roundtable C | Talent pool: Profiles to bring on board a fledgling PE firm

Roundtable D | Easy wins: Who’s in the market for new managers right now?

3:30 PM

NETWORKING BREAK

Coffee break and a chance to meet our experts

(35 mins)

  • An interview with a leading CSO discussing their experiences, expectations and considerations when considering ESG

Building responsibly: Setting up as a fully ESG-integrated entity, from due diligence to value creation

FIRESIDE CHAT

4:05 PM

(15 mins)

  • Where do LPs place the most scrutiny before allocating?
  • Ways to allay track record reservations
  • Prepping for performance pressure on emerging managers
  • Setting up for strong returns in the near term

Returns to sender: LP expectations when they fund emerging managers

PANEL 4

4:20 PM

(40 mins)

5:00 PM

NETWORKING

Drinks reception followed by the Private Equity Wire US Emerging Manager Awards

(60 mins)

6:00 PM

EVENT CLOSES

Katie Bathgate

Senior Vice President, Head of Investor Service at Warburg Pincus

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Director at Flexstone Partners

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Anatoli Gavrilov

Associate Director, ESG & Sustainability at Apollo Global Management, Inc.

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Tristan Haas

Managing Director at GCM Grosvenor

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Aris R. Hatch

Managing Director at Gatewood Capital Partners

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Michelle Jacobi

Ruth Lane

Head of Marketing & Investor Relations, ESG Officer at ATL Partners

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Patricia Miller Zollar

Managing Director at Neuberger Berman Private Equity

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Katie Moore

MD, Head of Emerging and Diverse Manager Platform at Hamilton Lane

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Managing Director at Morgan Stanley Capital Partners

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James Stewart

EXPERT SPEAKERS

ATTENDEES

HOURS OF CONTENT

SERVICE PROVIDERS

30

150+

10+

30

GP's

100+

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Convene 101 Park Avenue

Address: 101 Park Avenue // Midtown East, New York

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.

APPLY TO ATTEND THE PRIVATE EQUITY WIRE

US EMERGING MANAGERS SUMMIT

Please note that registration for this summit is only open to senior executives at fund managers and investors. If you are a service provider and would like to attend, please get in touch with us via the sponsor enquiries form, or on sales@privateequitywire.co.uk

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