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Early morning sessions
What do the results of the November local elections tell us, how is sentiment in Trump country and what is going on inside the administration? How are the Democrats preparing for 2019?
Plus 15 minute Q&A with Gordon Bajnai, Chairman of the Global Advisory Board, Campbell- Lutyens, former Prime Minister of Hungary
How can private equity navigate through global geopolitical uncertainty and take advantage of potential dislocations? To what extent do macro trends influence what is typically seen as a micro play in PE, and how do investment teams turn threats into opportunities? How can managers ensure they have the flexibility and creativity to recognise and respond to emerging trends, and how do they best communicate to investors subsequent changes in strategy?
Boardroom session run strictly under the Chatham House rule
Late morning sessions
How should LPs deploy their record distributions and excess capital in today’s frothy market? Where should capital be invested, when asset prices are so high? How can investors protect their portfolio in advance of a correction and how are LPs evolving what they do?
Examining trends in new fund structures, fund families, long-term investing, directing investing and separately managed accounts, increasing transparency, explosive growth of the secondaries and private debt markets, liquidity in management companies. Will we recognise the industry in 2030?
Will the trend towards an increase in transparency and reporting will there be a difference between public and private equity? Will PE achieve maturity in which performance will be indexed and trackers created? How will private equity continue to deliver mid teen returns?
Early afternoon sessions
Followed by lower mid-market showcase
What are the return expectations and loss ratios in growth equity and how do these compare to venture and PE? Is this sustainable?
14.10 – 14.30 Data presentation
Mark O’Hare, Founder and Chief Executive, Preqin
14.30 – 15.10 PanelHow can superior returns be achieved & how scalable is the opportunity? In a volatile IPO market & what are the available exit routes?
How will the new generation of sector specialists perform in Europe? What are the success factors in a fragmented market?
How are mid market managers proactively sourcing deals in today’s highly competitive market? Where do they see opportunities and what are the consistently effective strategies for adding value?
How does this compare across cycles?
5 minute presentation: One investor examines whether it is possible to create a diversified mid-market portfolio of consistently top quartile funds?
Susanne von Gultlingen, Investment Partner, Head of Private Equity Asset Management, Siemens Venture Capital
Followed by panel.How do LPs view differentiation in the mid market and what niche strategies are most appealing? What are their return expectations in this highly competitive environment?
Panel Venture capital and disruption: What themes will deliver the most exciting returns over the next few years? How has the European ecosystem evolved to capitalise on the next disruptive advances?
Is ebitda growth inherently better than multiple expansion?
Late afternoon sessions
What are the predicted underlying drivers of distressed debt and NPLs in 2018 & where will the new opportunities be?
To what extent do long-dated funds and evergreen structures address the inefficiencies of the ten-year fund cycle? How do the economics work for LPs and GPs? When is this type of vehicle appropriate and how can you incentivise the team and structure the fund?
Closed door boardroom session - NO PRESS Run strictly under the Chatham House rules, what is said in this closed-door discussion cannot be attributed to any individual.
Fund financing – an investment opportunity?
‘Dynamic change is an understatement’ – fund financing in private markets
‘Adapting to the limelight’ – recent media coverage
'Supply and demand imbalance’ – limited liquidity for bespoke structures
‘An investment opportunity’ – could the institutional market provide the answer?
Hosted by: Lloyds Banking Group Led by: Stephen Quinn, Global Head of Financial Sponsors, Commercial Banking, Lloyds Bank
Hosted by: Anne Glover,Chief Executive and Co-Founder, Amadeus Capital Partners
Fund 1 - Alain le Loux, Partner, Cottonwood Technology Fund
Fund 2 - Harvey Gross, Apollo Ventures
Fund 3 - Michael Stam, CEO, INKEF Capital
How do the different strategies compare and which part of the market should LPs be investing in? What options are on the table – in Europe and beyond?
Despite losing his sight in his early twenties, Miles Hilton-Barber’s quality of life and level of success was radically transformed at the age of 50, not through sight restoration, but through changing his attitude to his blindness. Since then Miles has undertaken extreme endurance events in the fields of mountaineering, desert and polar ultra-marathons, power-boat racing, scuba-diving, motor-racing and long distance, aerobatic and supersonic flying.