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Informa
Feb 12
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Showing of Streams
Showing of Streams
10:50 - 11:20

Networking break

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Showing of Streams
13:00 - 13:55

Networking lunch break

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Showing of Streams
15:40 - 16:10

Networking break

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Showing of Streams
17:20 - 17:25
End of main conference day one

End of main conference day one

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17:25 - 18:55

Networking drinks reception

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08:00 - 08:55 55 mins
Info
LP Only
LP breakfast meeting

By invitation only

Open to pre-qualified DFIs, Endowments, Foundations, Insurance Companies, Pension Funds, Single Family Offices and Sovereign Wealth Funds

08:15 - 08:55 40 mins
Day 1
Registration
08:55 - 09:05 10 mins
Day 1
Chair’s opening remarks
  • Chair DJ Peterson - President, Longview Global Advisors
09:05 - 09:30 25 mins
Info
Day 1
Putting America first: is private equity going to be a casualty?

How are some of the current US macro-economic events effecting private equity? What is the Government’s strategy for the economy, and what is the likely timeline? What can private equity do to make the most out of political uncertainty?

09:30 - 10:10 40 mins
Info
Day 1
Taking a different tack: how to sail through changing economic climates
  • Panellists Jordon Kruse - Co-Portfolio Manager, Special Situations Group, Oaktree Capital Management
  • Christopher Brothers - Managing Partner, Solace Capital Partners, L.P.
  • Tingting Zhang - President & Portfolio Manager, TerraCotta Group

How do inflation and interest rates impact exits? How to deploy capital in a recession; Where to find higher yields safely; How to find more niche opportunities with better absolute and risk adjusted returns

10:10 - 10:50 40 mins
Info
Day 1
How are LPs developing their ‘Plan B’ strategies for unexpected shifts in the US and global economy?
  • Moderator Mark Perry - Managing Director, Wilshire Private Markets
  • Panellists Zach Jackson - Vice President, QIC Global Private Equity
  • James McIntire - Senior Advisor, Star Mountain Capital

Are investment strategies changing to respond to the volatile politics? What can GPs expect from investors in different scenarios? What does a ‘robust’ contingency plan look like?

10:50 - 11:20 30 mins
Networking break
11:20 - 11:40 20 mins
Info
Day 1
Keeping ahead of the pack: how to be quick, agile, and flexible

How to keep an investment process simple as businesses become more complex; How to action things quickly but effectively, as opportunities both arrive and disappear fast; What methods to use to keep on top of new trends

11:40 - 12:00 20 mins
Info
Day 1
Leading the way: how to deploy capital

[solo presentation]

12:00 - 12:20 20 mins
Info
Day 1
Market snapshot: who are the best performers?

[Data presentation]

Demarking deals in PE: How has fundraising and deal activity changed in the last 12-months? What are the differences between VC and PE deal flow? Is ‘growth equity’ its own asset class? What are the unknown success stories in the market?

12:20 - 13:00 40 mins
Info
Day 1
Flying at altitude: which exit strategy is best when markets are at an all-time high?
  • Moderator John Crocker - Alternative Investment Executive, Matinicus LLC
  • Panellists Jackie Kelley - Americas IPO Markets Leader, EY
  • Shawn K. O'Neill - Managing Director & Group Head, Silver Lake Waterman, Silver Lake
  • Ronan Cunningham - Managing Director, Spectrum Equity

Surverying the exit options: what are the pros and cons of different exit routes in the current market? How can GPs make money on exit when they’ve paid a high price on entry? Is staying private a good thing for companies? Should regulations be cut to encourage more IPOs?

13:00 - 13:55 55 mins
Networking lunch break
13:55 - 14:00 5 mins
Track A: Secondaries
Track Chair opening remarks
  • Chair Gerald Cooper - Partner, Campbell Lutyens
13:55 - 14:00 5 mins
Track B: Consumer activism and private equity
Track Chair opening remarks
  • Chair David Fann - President & CEO, TorreyCove Capital Partners
14:00 - 14:10 10 mins
Info
Track A: Secondaries
How big is the secondaries market and where are we seeing the most activity?

Is there a danger of a secondaries bubble? Is the secondaries market fully developed and has it stabilized? How is politics affecting key secondaries markets?

14:00 - 14:40 40 mins
Info
Track B: Consumer activism and private equity
Radical change and its far-reaching implications: How is consumer activism changing the PE landscape?
  • Solo Presentation Sang Lee - Co-Founder, DarcMatter

How does consumer activism affect PE? How big is consumer activism as a trend? How to capture the next generation of consumer; Which ‘sin stocks’ are LPs most likely to avoid?

14:10 - 14:40 30 mins
Info
Track A: Secondaries
The development of secondary investments: are GPs still leading the way?
  • Moderator Gerald Cooper - Partner, Campbell Lutyens
  • Panellists Cari Lodge - Managing Director & Head Of Secondaries, Commonfund Capital
  • Richard Golaszewski - Executive Director, Equity & Fund Investment Solutions, Nomura

How has the definition of secondaries changed in recent years? What role do GPs and LPs now play in the market? Have secondaries gone global, or still focused on North America and Europe? Where next for GP-led transactions?

14:40 - 15:10 30 mins
Info
Track A: Secondaries
Taking the lead: how GP led secondaries are creating liquidity
  • Moderator David Perrin - Principal, Campbell Lutyens
  • Panellists Clifford Meijer - Managing Director – US, Headway Capital Partners
  • Joseph Marks - Managing Director, Capital Dynamics

How have GPs developed liquidity options through secondaries? What are the core differences between a PE and VC secondary option? Is the market set to continue in the same direction?

14:40 - 15:10 30 mins
Info
Track B: Consumer activism and private equity
How are LPs driving changes in ESG policies in PE?
  • Panellists Vishnu Amble - Investment Executive, US Family Office
  • Gordon Hargraves - Partner, Private Advisors
  • Joshua Sobeck - Partner, 747 Capital

Are LPs changing their demands on GPs in response to political/social sentiment or in response to their own stakeholders? How can a GP do proper due diligence on portfolio companies to assess future ‘hot potato’ issues? How is profit with purpose impacting returns and how can it be measured?

15:10 - 15:40 30 mins
Info
Track A: Secondaries
Examining different secondaries strategies

What new strategies are available in the secondaries market?

  • GP led deals
  • Valuing secondaries assets
  • Niche secondaries strategies
15:10 - 15:40 30 mins
Info
Track B: Consumer activism and private equity
Brainstorming for better ESG
  • Table 1 Discussion Leader: Gregory Bowes - Co-Founder & Managing Principal, Albright Capital Management
  • Table 2 Discussion Leader: Rajesh Pai - Managing Director, Global Environment Fund
  1. Metrics: how to capture and measure material impact
  2. Due diligence: what to capture in the due diligence process as a GP to identify potential nightmare scenarios
  3. Avoiding a PR disaster: best practice for communication if things go wrong
  4. Diversity: different ways to improve gender diversity
15:40 - 16:10 30 mins
Networking break
16:10 - 16:40 30 mins
Info
Track A: Secondaries case studies
Getting to grips with specialist markets in secondaries

What is the definition of a secondary? What does a non-traditional secondaries deal look like? Are corporate venture vehicles the new secondaries? Which secondaries provide the best liquidity options?

16:40 - 17:20 40 mins
Info
Track A: Secondaries case studies
Co-investment in secondaries
  • Moderator Alex Shivananda - Managing Director, Cambridge Associates
  • Panellists Sunaina Sinha - Managing Partner, Cebile Capital
  • Bonar Chhay - Founder & Managing Partner, Felicitas Investors

How to maximise the opportunities in a secondaries co-investment; What are the best strategies when co-investing in secondaries? Which strategies have provided the greatest returns?

16:40 - 17:20 40 mins
Info
Track B: Private Credit
Private credit on the West Coast: opportunities and challenges
  • Panellists Bill Cisneros - President, Primary Wave IP Investment Management
  • Stuart Blair - Director of Research, Canterbury Consulting
  • Doug Cruikshank - Head of Fund Financing and Hark Capital, Aberdeen Standard Investments

What are the current trends in private credit and income strategies on the West Coast? What will the impact of rising rates be on the credit market? How should LPs adjust their portfolios for a rainy day? Is there going to be a growing market for Net asset subscription lending?

17:20 - 17:25 5 mins
End of main conference day one
17:25 - 18:55 90 mins
Networking drinks reception