IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
08:30 - 09:00

Registration and welcome coffee

More
Showing of Streams
10:50 - 11:35

Networking break

More
Showing of Streams
Showing of Streams
Showing of Streams
16:00 - 16:30

Networking break

More
Showing of Streams
08:30 - 09:00 30 mins
Registration and welcome coffee
09:00 - 09:05 5 mins
Day 1
Chair’s opening remarks
09:05 - 09:30 25 mins
Info
Day 1
Trading insight: where is demand and opportunity coming from?

Port of New York and New Jersey

By land, air, and sea: what will trade volumes look like for H2 in the context of trade disputes

Where can investors find increased demand inside and outside the US, and for which commodities? 

Should investors reconsider their currency risks and supply chains?

09:30 - 10:00 30 mins
Info
Day 1
Where are we in the cycle, and where are we heading next?
  • What is the impact of interest rates, trade disputes and slowing global economic growth on private equity?
  • Where are the pockets of growth globally, and which markets present unique challenges?
  • Will global private equity end the year well and can firms put money to work faster?
10:00 - 10:20 20 mins
Day 1
CIO interview
10:20 - 10:50 30 mins
Info
Day 1
American gladiators: how to become a private equity giant
  • What does maintaining a great track record look like?
  • How do the best GPs read the economic climate to make great deals?
  • Talent and team building: is it an art or a science?
10:50 - 11:35 45 mins
Networking break
11:35 - 12:10 35 mins
Info
Day 1
The United States of private equity: what is rising and falling?
  • How have tax changes, FED rates, and CFIUS impacted private equity?
  • How will other key regulations change the private equity landscape? 
  • What else in in the pipeline?
12:10 - 12:30 20 mins
Info
Day 1
Don’t cross the streams! Which asset classes are LPs investing in?
  • How are LPs allocating capital to different asset classes?
  • How are LPs’ current decisions being influenced by the economic cycle?
  • What new strategies within the asset classes are LPs looking at?
12:30 - 13:00 30 mins
Info
Day 1
Is it takeout or haute cuisine? Innovative vs off-the-shelf value creation strategies
  • With stiff competition and high deal multiples, how are firms building differentiating capabilities to thrive in this new environment?
  • How can technology influence and transform portfolio companies? 
  • In what ways can investors spot innovative vs plain vanilla GPs?
13:00 - 14:00 60 mins
Info
Day 1
Networking lunch with roundtable discussions

1:00pm-2:00pm: Women only networking lunch with special guest speaker

14:00 - 14:05 5 mins
Track A: Fundraising and investor relations in private equity
Chair’s opening remarks
14:00 - 14:05 5 mins
Track B: Mid-market innovations
Chair’s opening remarks
14:00 - 14:05 5 mins
Track C: Deep dive seminar
Chair’s opening remarks
14:05 - 14:30 25 mins
Info
Track A: Fundraising and investor relations in private equity
How much money is being raised in 2019?

Who is raising capital? Which asset classes and geographies provide the best returns? What are the macro-trends? Examining the market sellers by asset class and transaction type

14:05 - 14:30 25 mins
Info
Track B: Mid-market innovations
Stuck in the middle with you: what potential is in the middle market?

The middle market is a key destination, but in today’s environment, how and where are mid-market funds outperforming others and generating alpha?

14:30 - 15:00 30 mins
Info
Track A: Fundraising and investor relations in private equity
Are you the one? Ways to improve LP and GP relations

Negotiating beneficial terms and conditions

  • What are common strengths and weaknesses that LPs see in managers? 
  • What can GPs do better? 
  • How have LPs seen IR functions change?
14:30 - 15:00 30 mins
Info
Track B: Mid-market innovations
Current appetite for middle market deals
  • Where do investors see deal value and growth going forward?
  • What niche strategies are appealing and what can mid-market GPs do to attract their investor interest?
14:45 - 15:20 35 mins
Info
Track C: Deep dive seminar
Performance attribution, benchmarking and PME

2.45pm-2.55pm: Presentation

2.55pm-3.20pm: Roundtable workshop

15:00 - 15:30 30 mins
Info
Track A: Fundraising and investor relations in private equity
Doing it all over again: raising third and subsequent funds
  • Understanding what helps develop and continue a strong relationship with investors
  • Different ways to expand the fundraising reach
  • What to do with tail-end funds
15:00 - 15:30 30 mins
Info
Track B: Mid-market innovations
LPs on the middle market

How are LPs looking at their selection process? What emphasis do they put on staff turnover and succession issues in fund managers? What benchmarks do LPs use when evaluating performance?

15:20 - 16:00 40 mins
Info
Track C: Deep dive seminar
Balancing leverage and pricing

3.20pm-3.30pm: Presentation

3.30pm-4pm: Roundtable workshop

15:30 - 16:00 30 mins
Info
Track A: Fundraising and investor relations in private equity
Secondary fundraising
  • Has risk increased in secondaries funds as the market has become more fragmented?
  • How have rising interest rates impacted secondaries funds?
  • What is investor sentiment for secondaries funds?
15:30 - 16:00 30 mins
Info
Track B: Mid-market innovations
Succession planning in mid-market private equity firms
  • What are some of the best practices and pitfalls to watch out for?
  • What are the best ways to improve a core offering?

Best practice for putting an orderly transition in place

16:00 - 16:30 30 mins
Networking break
16:30 - 16:50 20 mins
Info
Track A: Technology
Tech industry overview and opportunities

Is every sector a technology sector?

Common mistakes when valuing, investing, or growing a new or an emerging technology

Finding the right exit from a technology investment?

16:30 - 16:50 20 mins
Info
Track B: State and geo focus in the US
Breaking the ice: making the most of opportunities in Canada

Sustained growth and heightened competition for deal flow makes Canada an attractive destination for U.S based private equity investors. What ways can relationships and local knowledge be built to make sound investment decisions? Where can alpha be generated? What are the opportunities for middle to lower-middle market companies?

16:30 - 17:00 30 mins
Info
Track C: Deep dive seminar
Fundraising 101: a beginner’s guide

4.30pm-4.40pm: Presentation

4.40pm- 5pm : Roundtable workshop

16:50 - 17:10 20 mins
Info
Track A: Technology
From acting defensively to driving sales: how to use technology to get ahead of the competition?

Improving cyber security, utilizing blockchain, moving to the cloud, being mobile and using crypto coins

16:50 - 17:10 20 mins
Info
Track B: State and geo focus in the US
Dontcha Know what’s in the Midwest?”

With sizeable deal activity across states and industries, what will be the major fundraising trends ­in: Illinois, Indiana, Michigan, Minnesota, Ohio, and Wisconsin?

A brief look at: AI, food and beverage, healthcare, IOT and logistics

17:10 - 17:30 20 mins
Info
Track A: Technology
Changing strategies in private equity portfolio management

Ways to adopt and adapt the best approaches to analytics, data collection, valuation, & reporting

At what pace has technology changed operations and private equity talent management?

17:10 - 17:30 20 mins
Info
Track B: State and geo focus in the US
Monsoons and Haboobs: understanding the climate for investors in the Southwest

Understanding the newest secondary and primary markets in the region - what’s taking hold in the investment ecosystem?

17:10 - 17:40 30 mins
Info
Track C: Deep dive seminar
Detailed due diligence process

5.10pm-5.20pm:  Presentation

5.20pm-5.40pm: Roundtable workshop

17:30 - 19:00 90 mins
Track A: Technology
End of Day One and networking drinks reception
17:30 - 19:00 90 mins
Track B: State and geo focus in the US
End of Day One and networking drinks reception
17:40 - 19:00 80 mins
Track C: Deep dive seminar
End of Day One and networking drinks reception