Thursday, October 24th, 2024 | New York, US

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.

• 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

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 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.

PREVIOUS AGENDA

REGISTRATION AND NETWORKING BREAKFAST

(25 mins)

WELCOME ADDRESS

(5 mins)

• Will valuations ever return to the peaks of recent years?
• What are the implications of a prolonged increase in the cost of debt?
• Is it time for a significant strategy pivot for PE firms towards lucrative alternatives?
• What are investors demanding from PE funds? Is there widespread demand to rebalance portfolios?
• Where are the biggest exit opportunities in a restrained economy?

New beginnings: Adapting to the aftermath of PE’s golden age

PANEL 1

(45 mins)

What are the core qualities and skills required to lead a PE firm through the challenging conditions playing out now and in the near future?

FIRESIDE CHAT

(15 mins)

• Are innovative investment strategies coming up in response to market dynamics?
• What are some of the operational efficiencies firms need to implement to build resilience?
• How are some of the new tech and systems helping with firms’ present challenges?
• How much fund administration is good to outsource so managers can focus on creating value?

Lean and mean: Building a future-ready private equity firm

PANEL 2

(45 mins)

NETWORKING BREAK

Coffee break and a chance to meet our experts

(30 mins)

• How are managers adjusting their leverage ratios in response to market changes?
• What are the most effective portfolios stress testing strategies?
• Are due diligence practices being adapted to account for higher risk levels?
• What tools and support are available to manage business risk in portfolio companies?

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

ROUNDTABLE ROUND 1

Roundtable A: Stress testing

(45 mins)

Roundtable B: Vital statistics

• Are LPs expecting more transparency on performance measurement?
• What are effective measures for GPs to improve data aggregation and reporting?
• How can data help GPs enhance their ops and investment strategies?
• What data management and reporting tools are on the market to help?

Roundtable C: Rebalancing portfolios

• How are GPs hedging against the denominator effect?
• How is this affecting LP capital and asset allocation?
• What are the biggest LP priorities in the current fundraising landscape?
• How can GPs communicate effectively and manage LP expectations?

Roundtable D: People focus

• What measures are GPs taking to improve their diversity, equity and inclusion practices?
• What are the building blocks of an empowering workplace culture?
• How is the talent market in the PE space?
• What are firms doing to make their workplace more attractive for new and existing talent?

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

ROUNDTABLE ROUND 2

Roundtable A: Stress testing

Roundtable B: Vital statistics

Roundtable C: Rebalancing portfolios

Roundtable D: People focus

(45 mins)

NETWORKING LUNCH

(60 mins)

• Are dry powder levels still as high as they have been?
• Are buyouts giving way to bolt-ons as the predominant PE strategy?
• Is private credit set to take centre stage across portfolios?
• Are some regions presenting more favourable conditions than others?
• Is tech giving way to other opportunity sectors for deployment?

Locked and loaded: Deploying dry powder to maximum effect

PANEL 3

(45 mins)

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

ROUNDTABLE ROUND 3

Roundtable A: Stress testing

Roundtable B: Vital statistics

Roundtable C: Rebalancing portfolios

Roundtable D: People focus

(45 mins)

NETWORKING BREAK

Coffee break and a chance to meet our experts

(30 mins)

• How has the updated SEC guidance on reporting of events from this year affected fund management?
• Where does the US framework diverge or align with other key markets such as the UK, EU and APAC?
• What are the investment strategies coming under heaviest regulatory scrutiny?
• Are there planned interventions to watch out for in the new calendar year?

Future compliance: Regulatory shifts charting the way forward for private equity

PANEL 4

(45 mins)

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

Wine Tasting

(60 mins)

NETWORKING

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

(90mins)

EVENT CLOSES

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.

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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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