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08:30 09:00 (30 mins)

Main agenda

Registration and welcome coffee

09:00 09:10 (10 mins)

Main agenda

Chairman's welcome address

09:10 09:50 (40 mins)

Main agenda

Keynote address: private equity 2017

Where is the private equity industry today and where is it going? What is the long-term fate of the LP/GP model of private equity? What are the trends in LPA agreements? How does the industry need to evolve in order to produce outsized returns in a culture of scarce resources for the private equity professional?

09:50 10:30 (40 mins)

Main agenda

LP interviews: clarifying their demands, what and why?

In light of increasing investor demands, our panel of LPs outline what they really want from their GPs now, and why their requests are changing.

10:30 11:00 (30 mins)

Main agenda

Morning coffee and networking break

11:00 11:40 (40 mins)

Main agenda

Better risk management in private equity

How should risk management be integrated into private equity? Why do LPs want to see this more? When do you need a CRO to maintain integrity? How does the function dovetail with the CFO & COO? How do you quantify risk management and what does better risk management actually entail? What solutions do private equity firms expanding their risk management capabilities need?

11:40 12:15 (35 mins)

Main agenda

Tech showcase: who are the leading technology game-changers for private equity?

Service providers will have 10 minutes to make a solo presentation to showcase their best in class product offering. 

Followed by audience Q&A.

12:15 12:45 (30 mins)

Main agenda

Interviews: the future of the CFO and COO

How are the roles of the CFO and COO developing?

12:45 13:45 (60 mins)

Main agenda

Lunch and networking break

13:45 14:15 (30 mins)

LP/GP relations and co-investments

Developments in fundraising

What are LPs looking for today from the CFO/COO during fundraising? What are LPs asking for in terms of side letters and how are GPs meeting those demands? What is the role of the CFO during the raise?

13:45 14:15 (30 mins)

Operating with different investment strategies and managing scale

Developing a multi-strategy investment platform

How are COOs driving the development and integration of additional strategies? What processes need to be developed and added to the GP to streamline the internal workings?

14:15 14:45 (30 mins)

LP/GP relations and co-investments

Meeting reporting requirements

What data are LPs asking for now and how does the CFO handle the volume of requests? How is the process of standardisation progressing and is standardisation actually attainable or desirable? How do you work within internal structures to produce reports? How do you reconcile the differences between producers and consumers of information?

14:15 14:45 (30 mins)

Operating with different investment strategies and managing scale

Early stage investment

What are the particular requirements of the CFO of a VC/growth equity fund? How involved do they need to with their portfolio companies and operationally, what do the companies need?

14:45 15:15 (30 mins)

LP/GP relations and co-investments

Investor relations best practice

How does the CFO best work with the IR team, when they do not always have direct management of them? How do GPs best incentivise co-operation? Who actually owns the LP/GP relationship?

14:45 15:15 (30 mins)

Operating with different investment strategies and managing scale

Private debt and the CFO

How are CFOs managing the reporting and regulatory challenges of private debt? How do you deal with LP demands for benchmarking levered and unlevered strategies? How do you manage risk in terms of covenants and reporting?

15:15 15:45 (30 mins)

Main agenda

Afternoon refreshments and networking break

15:45 16:15 (30 mins)

LP/GP relations and co-investments

Co-investment and the CFO

How are GPs allocating co-investment rights in light of greater regulatory oversight? How do you align investment processes when another entity becomes involved? How are CFOs managing the dual-level LP relationship that co-investment entails? What does the future hold for co-investment – how will GPs continue to manage the workload?

15:45 16:15 (30 mins)

Operating with different investment strategies and managing scale

Getting comfortable with secondaries

How do CFOs get LPs comfortable with the complexities of secondary transactions? For an investment strategy that relies on information discrepancy, how do you meet LP demands for transparency? How does risk management fit into the picture for secondaries?

16:15 16:45 (30 mins)

LP/GP relations and co-investments

CFO/COO only too hot to touch session: co-investment

How are GPs accounting for expenses incurred during the co-investment process? How is co-investment documented, and how do you treat your own LPs vs. those not invested in your funds?

Pre-signup only for CFOs and COOs. Run strictly under The Chatham House Rule, what is said in this closed-door discussion cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Open to only 25 attendees and closed to press.

16:15 16:45 (30 mins)

LP/GP relations and co-investments

Too hot to touch session: LPA agreements

What are the industry trends for LPA agreements? How are distribution terms, and attitudes towards bridge financing and quoted facilities evolving? What are the innovations in waterfall distribution?

Run strictly under The Chatham House Rule, what is said in this closed-door discussion cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Open to only 25 attendees and closed to press.

16:15 16:45 (30 mins)

Operating with different investment strategies and managing scale

Finding the right balance: outsourcing vs. building in-house capability

What are the operational challenges for CFOs and COOs at different amounts of AUM? What services are outsourced when? How do you balance cost/benefit of resourcing in-house capability against using the concentrated talent a third party can provide?

16:45 17:15 (30 mins)

Main agenda

Guest speaker keynote

17:15 17:15 (0 mins)

Main agenda

End of Main Conference Day One

17:30 19:00 (90 mins)

Main agenda

SuperReturn CFO/COO Forum drinks reception