Thursday, October 24th, 2024 | Convene, 101 Park Ave, New York

I

Evolving operations, identifying opportunities

and exploring solutions

#PEWLeadershipSummit

Please note that this event is part of the
Private Equity Wire US ESG Summit

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 - aims to bring the leading minds together together to discuss the latest trends, challenges and innovations which will help your business evolve.

The carefully curated agenda will consist of a mix of panel discussions and fireside chats as well as expert lead roundtable discussions which allow you the chance to share your knowledge and learn from industry peers in an open discussion forum.

Countdown to our Summit!

AGENDA

REGISTRATION AND NETWORKING BREAKFAST

WELCOME ADDRESS

• Aftab Bose, Head of Private Markets Content, Private Equity Wire

• What continues to keep impact investing outside the mainstream?
• What are the longer term opportunities for financial return?
• How is the world of impact measurement evolving?
• How far are we from not branding impact as a separate asset class?

Next generation investing: Impact is more than just an asset class

PANEL 1

(Co-located with the ESG Summit)

Election watch: Planning for multiple scenarios

FIRESIDE CHAT

• How are LP demands for distributions evolving?
• What are some of the strategic arrangements that can help both parties?
• Thoughts and opinions of NAV financing
• Other avenues to higher liquidity

Distribution solutions: Moving past the liquidity crunch in PE

PANEL 2

Speakers:

• Ana Burke, Senior Vice President, Business Development, UMB Fund Services
• Michael Oliver Weinberg, Investor, CMT Portfolio Advisors

All the action: PE’s love story with sports and entertainment

FIRESIDE CHAT

NETWORKING BREAK

Coffee break and a chance to meet our experts

• What remains the biggest inefficiency in private equity?
• How are GPs evolving their operations to meet current needs?
• Are investors demanding a more digitalised experience?
• Putting AI at the centre of transformation

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

ROUNDTABLE ROUND 1

Roundtable A: Streamlined success: The future of GP operational efficiency

Speaker:

• Mark Seaman, SVP Business Development & Advisory Services, Global Services, Linedata

Roundtable B: Accounts boot camp: Tax advantages on offer

• Comparing fund structures, their pros and cons
• Offshore jurisdictions: Comparing the Caymans with the British Virgin Islands
• Taxation of carried interest, disposition of QSBS, and SE/NII taxes
• How PE/VCs can value illiquid securities

Speaker:

• Muhammad Akram, Founder, Akram

Roundtable C: Downside protection: The PE risk landscape from end to end

• The liquidity crunch and its spillover effect
• New SEC stipulations and other regulations to watch
• The sustained pressure of higher for longer
• The cyber threat landscape in 2024

Roundtable D: Interactive investing: Modernising the investor experience

• How are investor expectations evolving in the current landscape?
• Are GPs equipped with the right tools for reporting and transparency?
• Can the PE investor experience be digitalised and consolidated?

Speaker:

• Oliver Norton, VP of Business Development & Head of Americas, Atominvest

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

ROUNDTABLE ROUND 2

Roundtable A: Streamlined success: The future of GP operational efficiency

Roundtable B: Accounts boot camp: Tax advantages on offer

Roundtable C: Downside protection: The PE risk landscape from end to end

Roundtable D: Interactive investing: Modernising the investor experience

• Oliver Norton, VP of Business Development & Head of Americas, Atominvest

• Muhammad Akram, Founder, Akram

• Mark Seaman, SVP Business Development & Advisory Services, Global Services, Linedata

NETWORKING LUNCH

• What does the valuations landscape look like?
• What are the most effective value creation levers in the current landscape
• A look at the transformational capacity of tech and ESG
• Ways to tie value creation into the due diligence process

The art of value: Finding room for portfolio growth

PANEL 3

FIRESIDE CHAT

In and out: Understanding the future of evergreen capital structures

• Has deal activity picked up to the levels expected at the start of 2024?
• Are valuation expectations coming back in alignment?
• What are the most effective deal sourcing and origination strategies?
• Are there sector-based or regional hotspots?

Pockets of recovery: Drivers of a more active deal landscape

PANEL 4

• Moderator: Jim Obsitnik, CEO, SourceScrub
• Amyn Hassanally, Partner Pantheon
  

Speakers:

NETWORKING BREAK

Coffee break and a chance to meet our experts

FIRESIDE CHAT

Co-investments: A useful add-on or a threat to traditional fund structures?

FIRESIDE CHAT

Retailisation: Understanding private equity’s diversifying investor base

• Understanding equity and credit allocations across GP and LP portfolios
• A look at hybrid structures
• Pockets of opportunity in the private credit space
• The outlook for sponsored lending in 2024 and beyond

Where it’s due: Tracking indicators for private credit

PANEL 5

Speakers:

• Earl Hunt, Partner, Apollo
  
• Jordon Kruse, Managing Director and Co-Portfolio Manager, Oaktree Capital Management, L.P.

NETWORKING

Connect with peers from around the industry over a glass of wine

EVENT CLOSES

Founder at Akram

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Muhammad Akram

Ana Burke

Senior Vice President, Business Development at UMB Fund Services

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Jim Obsitnik

CEO at SourceScrub

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Amyn Hassanally

Partner at Pantheon

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Jess Hoffman

Partner, Head of Strategy & Investor Relations at Kohlberg & Company LLC

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Earl Hunt

Partner at Apollo

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Oliver Norton

VP of Business Development & Head of Americas at Atominvest

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SVP Business Development & Advisory Services, Global Services at Linedata

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Mark Seaman

Adjunct Professor of Finance, Columbia Business School and Special Advisor at Tokyo University of Science Endowment

Read more

Michael Oliver Weinberg

Managing Director and Co-Portfolio Manager at Oaktree Capital Management, L.P.

Read more

Jordon Kruse

Contact Us

Marketing

Sean Sutton

Head of Marketing,

Private Equity Wire

Got questions? Our team are here to help.

Carly McGowan

Senior Event Manager,

Private Equity Wire

Operations

Sponsorship

Ince Saleem

Chief Revenue Officer,

Private Equity Wire

University Club of New York

Address: 1W 54th Street, New York, NY 10019

Visit website

Venue Requirements

Dress Code

Electronic Devices

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

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

APPLY FOR THE PRIVATE EQUITY WIRE

US LEADERSHIP 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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US LEADERSHIP SUMMIT

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Private Equity Wire’s event will:

• Be a closed, invite-only gathering, meaning no media and a curated audience of genuine peers
• Bring together senior executives 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 the next 5 year
• Include a full day schedule packed with content and numerous chances to network, including a closing networking drinks reception

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 by attendees. Private Equity Wire staff may make recordings on the day for promotional purposes. No audio recording of panel discussions will be included in any promotional items.