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Feb 27
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07:30 - 08:00

Registration and welcome coffee

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13:15 - 14:30
Info

Networking lunch break & delegate quickfire showcase

14:00 – 14:30 : Delegate quickfire showcase

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

Afternoon refreshments and networking break

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Showing of Streams
18:05 - 18:10
End of Main Conference Day 1

End of Main Conference Day 1

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18:10 - 19:35

Evening networking cocktail party

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07:30 - 08:00 30 mins
Registration and welcome coffee
08:00 - 08:05 5 mins
Day 1 Plenary
Chair’s welcome address
08:00 - 08:45 45 mins
Info
Engaged Conversations
Engaged conversations

Running alongside the main conference

Public and private small-group facilitated discussions.

First come first served

Spaces are limited

08:05 - 08:45 40 mins
Info
Day 1 Plenary
Macro economic overview: The turning of the tide?
  • What impact will rising interest rates have on the global economy? 
  • Is there a limited window of opportunity for private equity groups to have deals funded appropriately? 
  • Will a slowdown in China be a headwind for the rest of the world's economies? 
  • What are the economic consequences of Brexit?
08:45 - 09:05 20 mins
Info
Day 1 Plenary
Fireside chat

The broadening role of private capital in the economy

09:00 - 09:30 30 mins
Info
Engaged Conversations
Macroeconomics and politics

Chatham House Rule applies

No press

09:05 - 09:35 30 mins
Info
Day 1 Plenary
State of the union

The private equity industry still isn’t putting money to work as fast as it is coming in. This structural imbalance is its single biggest challenge, stemming from heavy competition for deals. How should private equity funds change the way they approach the market to turn this around? Geopolitical volatility & economic concerns are ever increasing.  So where are the best opportunities among the alternative asset classes to generate quality risk-adjusted returns?

09:35 - 10:00 25 mins
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Day 1 Plenary
Keynote interview
  • Should mega funds act more like large corporations? 
  • How can private equity increase its share of the global M&A market in terms of deal value and count?


09:40 - 10:35 55 mins
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Engaged Conversations
Spotlight on regulation

Chatham House Rule applies
No press

10:00 - 10:30 30 mins
Day 1 Plenary
Morning coffee and networking break
10:30 - 11:00 30 mins
Info
Day 1 Plenary
Fireside chat
  • Where are we in the cycle?
  • How can the industry counteract the rising cost of debt for leveraged buyouts?
11:00 - 11:30 30 mins
Info
Day 1 Plenary
Investor perspectives panel: innovation and transition - What will the LPs of the future look like?

Examining the increasingly blurring lines between LPs and GPs:

  • How is the LP/GP relationship evolving?
  • How is the trend towards direct investing affecting this relationship?
  • How is the industry reacting to longer term investing in private equity?
11:30 - 11:55 25 mins
Info
Day 1 Plenary
Fireside chat

Succession at the big buyout shops

11:30 - 12:00 30 mins
Info
Engaged Conversations
Engaged conversation

Chatham House Rule applies
No press

11:55 - 12:20 25 mins
Info
Day 1 Plenary
Keynote presentation

Operating performance: growing a company organically

Capturing returns by finding assets to add value in a high valuation environment

12:20 - 12:45 25 mins
Day 1 Plenary
Keynote interview
12:45 - 13:15 30 mins
Info
Day 1 Plenary
Keynote panel discussion
  • Where are private equity returns going? 
  • Is supply and demand compressing the arbitrage?
  • Is the market overly focused on top quartile net IRR  performance without considering the level of risk?  
  • Is it important to stay consistently invested?
12:45 - 13:15 30 mins
Info
Engaged Conversations
LP only session

By invitation only

13:15 - 14:30 75 mins
Info
Networking lunch break & delegate quickfire showcase

14:00 – 14:30 : Delegate quickfire showcase

14:30 - 14:35 5 mins
Day 1 Plenary
Afternoon Chair
14:35 - 15:05 30 mins
Day 1 Plenary
Solo presentation
15:05 - 15:35 30 mins
Day 1 Plenary
Solo presentation
15:35 - 16:00 25 mins
Afternoon refreshments and networking break
16:00 - 16:05 5 mins
Stream A: Mid Market Focus
Chair's opening remarks
16:00 - 16:05 5 mins
Stream B: Geo Focus
Chair's opening remarks
16:00 - 16:05 5 mins
Stream C: Update on Secondaires
Chair's opening remarks
16:00 - 16:05 5 mins
Stream D: Value-added Volatility & the PE Cycle
Chair's opening remarks
16:00 - 16:05 5 mins
Stream E: Investor Outlook
Chair's opening remarks
16:05 - 16:35 30 mins
Info
Stream A: Mid Market Focus
How is the mid-market innovating in the current climate?

Examining the effect of Brexit, record high levels of pricing, stiff competition and falling deal volume: 

  • How are mid market funds generating alpha?
16:05 - 16:35 30 mins
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Stream B: Geo Focus
Getting emerging market investments right
  • How can investments in emerging markets be harnessed to provide optimal returns? 
  • To what extent do they offer an effective diversification tool, and how can firms successfully accrue new sources of returns in an increasingly challenging domestic market?
16:05 - 16:35 30 mins
Info
Stream C: Update on Secondaires
Update on secondaries

An analysis of secondaries funds, deal flow, pricing

16:05 - 16:35 30 mins
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Stream D: Value-added Volatility & the PE Cycle
How will business structures change in a post-Brexit world?
  • How will new trade barriers affect  investments, what are the implications for regulation, deal flow, fundraising and fund domicile?
  • Can PE continue to deliver outperformance in a more complex post-Brexit world?
16:05 - 16:35 30 mins
Info
Stream E: Investor Outlook
Assessing the current LP mood
  • What are LPs’ allocation plans for 2019? 
  • How can they overcome the challenges of accessing top quartile manageres who can select their LP base and limit their fund size? 
  • Should LPs be allocating to the asset class on the basis of past returns, making the assumption that these will continue?
16:35 - 17:05 30 mins
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Stream A: Mid Market Focus
What are the drivers of lower mid market outperformance?
  • Is the lower end of the mid-market less competitive? 
  • Are the risk and returns worthwhile? 
  • Who is doing sponsorless deals?
  •  What has driven recent strong exit activity and how sustainable is this?
16:35 - 17:05 30 mins
Info
Stream B: Geo Focus
LPs’ allocation to emerging markets

LPs on emerging markets: 

  • How do emerging markets fit into their portfolio construction strategy today? 
  • Which geos / sectors are most interesting, where are LPs planning to increase their commitments and why?
16:35 - 17:05 30 mins
Stream C: Update on Secondaires
Solo presentation
16:35 - 17:05 30 mins
Info
Stream D: Value-added Volatility & the PE Cycle
Operational expertise: Winners and losers for 2016-18 vintages

Which firms will stand out from the crowd and who really has the key solid management operational skills to grow a company organically?

16:35 - 17:05 30 mins
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Stream E: Investor Outlook
What are the biggest challenges for LPs in a world awash with capital?
  • How are private markets viewed against other asset classes? 
  • How can LPs maintain discipline at a time when PE has consistently outperformed and it feels near the top of the cycle? 
  • What is keeping LPs awake at night?
17:05 - 17:35 30 mins
Info
Stream A: Mid Market Focus
What is the current LP appetite for mid market deals?
  • What factors do LPs take into account during their selection process?  
  • What niche strategies are most appealing? 
  • What metrics do LPs use when evaluating performance? 
  • What can mid market GPs do to attract their interest?
17:05 - 17:35 30 mins
Info
Stream B: Geo Focus
Opportunities in Asia:

What sectors, opportunity sets, exit expectations and growth drivers present the best investment opportunities and why?

17:05 - 17:35 30 mins
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Stream C: Update on Secondaires
GP led secondaries fund restructurings – entering the mainstream?

Creating liquidity out of the GP-led transaction: 

  • How is this corner of the private equity market developing? 
  • How satisfactory as a solution are these transactions for investors with mature assets in ageing funds? 
  • Will this trend grow and what are the sticking points?
17:05 - 17:35 30 mins
Info
Stream D: Value-added Volatility & the PE Cycle
Distressed: investing in a mature credit cycle

Preparing for a downturn: When is the time to pivot to a distressed-for-control investing orientation? Examining return expectations given  current market volatility

17:05 - 17:35 30 mins
Info
Stream E: Investor Outlook
LP consolidation: the rise of the SuperFund

What are the benefits of a pooled future? Anticipating the increasing sophistication of UK pension funds and family offices  as they consolidate: 

  • Will this trend lead to a shift towards separate account mandates, and will the terms LP/GP even exist in 10 years’ time? 
17:35 - 18:05 30 mins
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Stream A: Mid Market Focus
Succession planning In mid market private equity firms:

Best practices and pitfalls

17:35 - 18:05 30 mins
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Stream B: Geo Focus
Africa: where are the best investment opportunities in the current environment?
  • Where can outsized returns be found? 
  • How are global trends in commodity prices, interest rates and currency volatility affecting economies, where will the best returns be generated, and what does deal flow and competition look like?
17:35 - 18:05 30 mins
Info
Stream C: Update on Secondaires
LP views on liquidity

Have secondaries delivered on their promise of shorter durations and higher returns? 

What do LPs think of the new GP methods for generating liquidity: 

  • How do they ensure they are getting a fair deal?
17:35 - 18:05 30 mins
Info
Stream D: Value-added Volatility & the PE Cycle
Special situations and turnarounds
  • Where do the best opportunities lie for 2019? 
  • What can exposure to special situation funds bring to an LP portfolio ?
  • What is the current LP appetite?
17:35 - 18:05 30 mins
Info
Stream E: Investor Outlook
Long term, long horizon

Will long term funds become a growing segment of the market as LPs prefer to own,  deleverage and hold companies for the long term?

18:05 - 18:10 5 mins
End of Main Conference Day 1
18:10 - 19:35 85 mins
Evening networking cocktail party