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08:30 - 09:00

Registration and welcome coffee

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Showing of Streams
10:10 - 10:40

Morning coffee & networking break

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Showing of Streams
Showing of Streams
Showing of Streams
15:35 - 16:00

Afternoon refreshments and networking break

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Showing of Streams
17:00 - 19:00

Evening drinks reception

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19:00 - 19:05
End of main conference Day One

End of main conference Day One

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08:30 - 09:00 30 mins
Registration and welcome coffee
09:00 - 09:10 10 mins
Day One
Chair’s welcome address
09:10 - 09:40 30 mins
Info
Day One
Keep calm and carry on: what to do in the event of a downturn
  • With industry experts predicting a looming recession, what are the greatest risks and opportunities to consider?
  • How are fund managers protecting their businesses?
  • What are some of the strategies to prepare existing portfolio companies?
09:40 - 10:10 30 mins
Info
Day One
Jurisdiction, structure and strategy: managing borders and choosing locations
  • Which strategies work best for different jurisdictions?
  • How can a firm best manage a multi-jurisdictional business?
  • Where should a firm choose to build its substance?
  • Taking Brexit into account:where next for the EU and where next for the UK?
10:10 - 10:40 30 mins
Morning coffee & networking break
10:40 - 11:10 30 mins
Info
Day One
Known unknowns and unknown unknowns: what is on the horizon for the CFO/COO role?
  • How can CFO/COOs manage constantly evolving and expanding roles?
  • How do they get up to speed in areas requiring new skills or background knowledge they may not have?
  • What else is on the horizon for the CFO/COO role?
11:10 - 12:00 50 mins
Info
Day One
Tech showcase

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

Followed by audience Q&A.

12:00 - 12:30 30 mins
Info
Day One
LP reporting requirements in 2019 and beyond
  • What is the current state of play with LP reporting requirements?
  • What does ‘best’ look like and will we ever see standardisation in reporting?
  • How does reporting differ across markets and fund managers?
  • What are some of the issues LPs are facing?
12:30 - 13:00 30 mins
Info
Day One
CFO/COO keynote interview
  • Discussing the importance and influence of the CFO/COO role both within the firm and their increasingly significant role in portfolio management. How will the role evolve over the next decade?
13:00 - 14:00 60 mins
Day One
Networking lunch
13:00 - 14:00 60 mins
Info
CFO/COO only
CFO/COO invite-only lunch

Open to a limited number of CFOs and COOs. By invitation only.

14:00 - 14:05 5 mins
Stream A: Let's get down to business: risks & costs
Opening chair
14:00 - 14:05 5 mins
Stream B: Let's get down to business: people
Opening chair
14:05 - 14:35 30 mins
Info
Stream A: Let's get down to business: risks & costs
Secondaries: the dark horse of the private equity market?
  • The secondaries fundraising market seems to be much more prevalent than it has been in the past. Have they become a mainstream asst class in their own right, something that LPs should be allocating capital to?
  • Are secondaries anything more than a capital core facility?
14:05 - 14:35 30 mins
Info
Stream B: Let's get down to business: people
Data responsibility
  • The life cycle of a fund takes years - employees leave, equipment needs replacing and things can get lost. Nobody said it would be easy to keep track of data. What are the solutions?
14:35 - 15:05 30 mins
Info
Stream A: Let's get down to business: risks & costs
FX exposure – what’s new?
  • What are the different strategies for hedging?
  • What are the pros and cons?
  • How can fund managers improve their FX strategy?
14:35 - 15:05 30 mins
Info
Stream B: Let's get down to business: people
Beyond renumeration, what is attractive to employees?
  • How do you keep your team motivated, interested and working for you, not just for money?
  • When it comes to relocating teams, what can be done to retain employees who need to be moved across borders?
  • How are firms handling the different work expectations of millennial versus more experienced staff members?
15:05 - 15:35 30 mins
Info
Stream A: Let's get down to business: risks & costs
Closed door session: Co-investments in practice
  • LPs are increasingly interested in co-investing. How should co-investments be structured to satisfy both the firms and their LPs?
  • Which LPs make better co-investment partners?

Run strictly under The Chatham House Rule, what is said in this session cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Closed to Press.

15:05 - 15:35 30 mins
Info
Stream B: Let's get down to business: people
Closed door session, CFO/COO only: Optimising back office operations with a limited or declining budget
  • What are the essential functions and services to keep in-house and when are outsourced solutions best deployed? Team size - how to maximise potential on a budget.

Run strictly under The Chatham House Rule, what is said in this session cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Closed to Press.

15:35 - 16:00 25 mins
Afternoon refreshments and networking break
16:00 - 16:30 30 mins
Info
Day One
Risk management as a management system
  • Risk is not always easy to quantify. Investment risk, credit risk, regulatory risk, FX risk, IT risk, climate change risk…the list goes on.
  • How are firms managing and structuring the risks facing their businesses?
  • What are some of the key learnings to date? How does a GP’s risk management correlate with that of their investors or their portfolio companies?
16:30 - 17:00 30 mins
Info
Day One
Emphasising the ‘S’ in ‘ESG’
  • Environmental and governance considerations usually receive more attention and scope in a firm’s ESG policy. How is ‘social’ defined by different fund managers?
  • Where does it fit into the investment process?
  • What metrics are used for tracking?
  • What is the responsibility of the CFO/COO in rolling out the policies effectively?
17:00 - 19:00 120 mins
Evening drinks reception
19:00 - 19:05 5 mins
End of main conference Day One