Main Conference Day One
Main Conference Day One
Higher for longer: with higher rates and inflation here to stay, how is the lingering macroeconomic uncertainty impacting private equity performance? What are the expectations for 2025? Is the return of positivity to the market reflected in exit and deal activity? Value creation and sustainable growth: how are GPs and LPs adjusting their requirements, expectations, and strategies to the new normal?
What does the opportunity set look like in the current market? Has the number of opportunities grown in proportion to the significant increase in dry powder? A flight to quality: what assets are GPs and LPs looking at? How do they define a high-quality asset and is the supply enough to meet demand? What are the key lessons and best practices to optimise dry powder and returns.
The outlook for liquidity: to what extent is the denominator effect continuing to impact portfolios? How are LPs approaching new investments and what do they want and need to see from GPs when deciding where to allocate? Regions, sectors, strategies: where are investors looking for opportunities in the current climate? How has their approach to manager selection and due diligence evolved? Co-investments, secondaries, credit – how are LPs working with their GPs to optimise returns?
Valuation integrity: are assets priced correctly? Can we expect to see increases or mark downs into 2025? The LP view: how comfortable are investors with current valuations? Are pricing expectations converging and when will that translate into an increase in activity?
What is driving the increasing appetite for co-investments? What are LPs looking for when partnering with GPs? Are they searching for new partners or focusing on relationships with existing managers? What are their expectations for fees and carry? How are GPs enhancing returns and driving portfolio growth through co-investments?
How is growth equity performing vis-à-vis buyouts and venture? Terms and pricing: what does growth capital offer investors?
Closed door discussion group run under the Chatham House Rule and closed to press.
From niche sectors to unique investment strategies: what can specialist managers offer LPs? Are investors looking for more targeted fund exposure and is this driving interest in sector specialisation? What strategies are getting more traction and notoriety in the current market? Transacting through cycles: how are specialist GPs managing the specific dynamics of their industries and succeed in their chosen markets?
Assessing the risk-return profile of the real estate market: what are the key considerations for investors looking at the sector? Core vs. value add vs. opportunistic: what strategy is attracting the greatest interest? How is capital being deployed within each of the four primary asset classes?
With healthcare fundraising outperforming other sectors, what are some of the key trends shaping healthcare PE investments today? Resilience and long-term growth what does the opportunity set look like? How are GPs and LPs managing regulatory and reputational challenges? PE as a force for good: how can private equity help drive value creation and innovation to contribute to advancements in medical care?
With cash being the new IRR how are LPs working with managers to recoup their capital?
This exclusive Closed door discussion group is only open to invited development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds.
For more information, please contact Eva Zhang on Eva.Zhang.GB@informa.com
From acquiring teams and stadiums to investing in sports technology and media rights, how is private equity reshaping the landscape of sports? Balancing short-term profits with long-term sustainability: what are the key factors essential for success? The Big 4: what does the opportunity set look like? What opportunities are available across the broader global sports landscape? Women sports: the next frontier? AI as a driver of sports: how is technology playing a part in the type of opportunities on the field?
What are the proposed regulatory, legal and tax frameworks of the new administration and how will they influence private markets? How will the outcome of the elections shape investment strategies, and impact deal flow and market sentiment in the days, months, and years ahead?
What does the distressed landscape look like? How are GPs dealing with distressed assets in their portfolios? How are they managing communication channels with their LPs? What information do LPs want to get from their GPs?
Closed door discussion group run under the Chatham House Rule and closed to press.