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Informa
08:30 - 09:00

Registration and welcome coffee

Showing of Streams
10:45 - 11:10

Morning coffee and networking break

Showing of Streams
Showing of Streams
13:00 - 14:15

Lunch and networking break

Showing of Streams
Showing of Streams
15:45 - 16:40

Afternoon refreshments and networking break

Showing of Streams
18:15 - 19:30

Networking drinks reception

19:30 - 19:35
End of main conference day 2

End of main conference day 2

08:30 - 09:00 30 mins
Registration and welcome coffee
09:00 - 09:10 10 mins
Day 2
Chairperson’s introduction
09:10 - 09:40 30 mins
Day 2
Diversity and higher purpose investing
more

What does it mean to be a responsible investor? How well is private equity justifying its licence to operate and can it continue to attract the best-in-class of the next generation? How well has private equity as an industry embraced calls for greater diversity?

09:40 - 10:15 35 mins
Day 2
Market Outlook: A View From Hamilton Lane
  • Brian Gildea - Managing Director, Head of Investments, Hamilton Lane
more
10:15 - 10:45 30 mins
Day 2
New giant investors now or the next 10 years
more

Exploring the potential pool of new capital with a spotlight on Japan, China, Saudi Arabia, Norway and the aggregation of UK pension plans. What are the appetites of these investors and how close are they to swapping notebooks for check books? If the record-breaking run of PE returns could be about to dry up, what is the best way to accommodate this huge influx of capital?

10:45 - 11:10 25 mins
Morning coffee and networking break
11:10 - 11:40 30 mins
Day 2
Guest speaker: the tech guru
11:10 - 12:05 55 mins
Engaged Conversations
Complexity for the sake of complexity
  • Maarten Vervoort - Managing Director, Alpinvest Partners
more

Complex deals, fund restructurings and niche strategies: Are you just taking on more risk for the same return? Are these just a result of a primary and secondary market that is too expensive?

11:40 - 12:10 30 mins
Day 2
Challenges in the new world: Blockchain, work flow automation, 3D printing and driverless cars
more

What current and predicted technological advances are posing the greatest disruption and how are savvy GPs responding to this? Which industries are best positioned for disruption now and how can technologies be harmonised across multi sector and regional portfolios? What do LPs need to be aware of?

12:10 - 12:40 30 mins
Day 2
Mid market
  • Neil MacDougall - Managing Partner, Silverfleet Capital
more

How are mid market GPs shrewdly deploying capital and generating alpha in an increasingly saturated market? Who are the main competitors for deals today? What innovations are we seeing on both GP and fund level, and what are the advantages of flexible capital?

12:40 - 13:00 20 mins
Day 2
Delegate quickfire showcase
13:00 - 14:15 75 mins
Lunch and networking break
14:15 - 14:45 30 mins
Day 2
Emerging vs developed markets: Comparing apples with oranges?
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How does emerging markets private equity differ from that of developed markets and how are seasoned GPs overcoming currency volatility and political risk to deliver for investors? How are emerging markets justifying their place in a private equity portfolio and what return premium should be sought, if any?

14:45 - 15:15 30 mins
Day 2
Active portfolio management and risk
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Faced with an increasing portfolio size and an uncertain macroeconomic environment, how are LPs repositioning their portfolios and what models are being using to quality and quantify risk? Consolidation of GP relationships, selling of non-core assets, co-investing, diversification and ESG: what do LPs believe are the best drivers for returns?

14:45 - 15:45 60 mins
Engaged Conversations
GP led deals and continuation funds
more

How can these phenomena be honed to ensure no party loses out?

15:45 - 16:40 55 mins
Afternoon refreshments and networking break
16:40 - 16:45 5 mins
Stream A: Distressed and special situations
Afternoon Chair
16:40 - 16:45 5 mins
Stream B: Growth & venture capital
Afternoon Chair
16:40 - 16:45 5 mins
LP only: Engaged conversation
Afternoon Chair
16:45 - 17:15 30 mins
Stream A: Distressed and special situations
Preparing for the distressed opportunity
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To what degree do distressed investors have to change their spots to survive throughout the cycle and where do they see themselves today? What factors are shaping the projected influx of distressed deal flow and where is the smart money positioning itself in preparation?

16:45 - 17:15 30 mins
Stream B: Growth & venture capital
Venture capital
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How are GPs navigating incredibly high prices and an efficient market to intelligently deploy the buckets of dry powder raised? Are current huge valuations justified and what has been the impact of the entrance of non-traditional investors in early VC? What are the investment hotspots for 2019: is it all about B2B now?

16:45 - 17:15 30 mins
LP only: Engaged conversation
Infrastructure: a new definition
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Reflecting on the last decade: what has performed well, what hasn’t and how has the definition of ’infrastructure’ broadened? What are LP approaches to investing in this asset class? How sustainable is recent strong realised performance and how could this be impacted by a rise in interest rates? Is 2019 the year to invest in data centres?

17:15 - 17:45 30 mins
Stream A: Distressed and special situations
Special situations
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Given where we are in the cycle, what are the most compelling investments under this umbrella? What can exposure to special situation funds bring to an investment portfolio and is what is the current LP appetite?

17:15 - 17:45 30 mins
Stream B: Growth & venture capital
Data presentation: examing the performance of VC and growth equity
17:15 - 17:45 30 mins
LP only: Engaged conversation
Increased specialisation in real assets
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What benefits do real assets bring to a portfolio and how effective are they as an inflation hedge? How much are returns tied to commodity cycles and how can this be de-risked? Is it time to look again at natural resources and what are the promising developments in renewables? How far can the decrease in capital cost and subsequent low pricing go?

17:45 - 18:15 30 mins
Stream A: Distressed and special situations
Case study
17:45 - 18:15 30 mins
Stream B: Growth & venture capital
Growth in growth capital
  • Jean-Philippe Tripet - CFA Senior Partner and Chairman, Aravis
more

What is driving the continued expansion in growth capital, how much longer can this last and how much differentiation is there amongst GPs active in this segment given recent tactical relabelling? How has the definition of growth investing continued to evolve and does this match LP expectations? Who has outperformed?

17:45 - 18:15 30 mins
LP only: Engaged conversation
Long hold and evergreen funds
more

Why invest in a long term fund and what additional value can they generate? How does carry get crystallised and is there a risk they could lead lower returns for the whole market? How should LPs approach investing in these funds and how easily can liquidity be achieved when LPs want to opt out?

18:15 - 19:30 75 mins
Networking drinks reception
19:30 - 19:35 5 mins
End of main conference day 2