Agenda

9th November

17:00

Pre-summit BBQ

10th November

8:30

Registration and networking

8:55

Chair welcome address


09:00

Opening panel

Operating in an increasingly challenging macroeconomic and geopolitical environment

  • Defining and re-defining risk: how to stay abreast of new threats
  • Re-writing the operational playbook: breaking down legacy systems and processes
  • React and adapt: turning crisis into opportunity
  • Dealing with continued uncertainty

Chair: Alice Murray, Editor, The Drawdown

Steve Darrington, Partner, CFO, Phoenix Equity Partners
Malcolm Goddard, CFO/COO, Zetland Capital
Diana Meyel, COO/CFO, Cipio Partners
Jeremy Slade, Managing Director EMEA/APJ, and Head of International, Hazeltree

09:40

Panel discussion

Fundraising frenzy: how can operational leaders support capital raising efforts in an overcrowded market?

  • The LP view: what are investors looking for in an overheated market
  • Robust operations to the rescue: communicating a flexible operating model
  • Create and innovate: new trends in fund structuring

Chair: Andrew Stewart, Business Development Director, Ocorian

Jason Howard, Chief Operating Officer, Headway Capital
Raxita Kapashi, CFO, Dawn Capital
Aaron Kienwald, Chief Operating Officer, Oakley Capital
Patrick Watson, CFO, Anthemis

10:20

Morning coffee break

10:40

ESG case study
Understanding and managing environmental, societal and governance risk

Risks and opportunities created by shifting market conditions

  • Case study 1 - Robert Sroka, ESG Director, Abris
  • Case study 2 - Jennifer Flood, Sustainability Vice President, InvestIndustrial
11:10

Interview
Face value: dealing with valuations in uncertain times

  • How fair are fair valuations?
  • What do LPs expect to see, and when?
  • Different approaches for different strategies
  • Impact of valuation methods on GP-leds / continuation vehicles
  • The advent of evergreen and hybrid structures: what now for valuations?

Interviewer: Ryan McNelley, Managing Director, Kroll
Interviewee: Paul Cunningham, CFO, Helios Investment Partners

11:30

Roundtables + workshops

  • Regulation and compliance - Jonathan Pugh-Smith, General Counsel - Funds and Compliance Officer, Bregal Investments
  • Development: professional coaching - Natalia. A. Ramsden, Founder and Managing Director, SOFOS Associates
  • Crisis readiness: effective risk analysis and transfer - Bruce Hepburn, CEO, Mactavish

12:30

Lunch


13:40

Interview

Cyber risk: finding the balance between security and usability

  • Dealing with increased levels of attacks
  • Communicating security with investors
  • Ensuring safe behaviors within the team

Interviewer - Tom Cole, Managing Director - UK & Europe, Abacus

Interviewee - Henrik Berg, CTO, Verdane

14:00

Interview

Cutting through the noise: how to handle FX in a volatile market

Interviewer - Alice Murray, Editor, The Drawdown

Interviewee - Ash Hall, Senior Partner, Alpha FX

14:20

Panel discussion

Flight risk: attracting and retaining talent - from recruitment to remuneration to work life balance

  • Widening the net: searching in new and unknown talent pools
  • Remuneration & incentivisation: is carried interest dead?
  • Finding cross-functional solutions to hybrid working, wellbeing, and work/life balance

Chair: Rebecca Noyes, CFO, Stable Asset Management

Allan Dowie, CFO, N4 Partners
Maria Durkan, Director of Fund Finance, Beringea
Kirsty Joly, CFO, Px3 Partners
Anne Sheedy, ESG Advisor, Bowmark

16:00

Country pursuits / outdoor activities

18:30

Drinks reception

19:30

Dinner

11th November

09:30

Coffee and networking


10:00

Panel discussion

System upgrade: vital technological innovations

  • Where can digitalisation streamline operations?
  • Using tech to manage risk and compliance
  • Automation: from investor onboarding to carried interest calculations
  • Applying AI for more accurate and timelier ESG data collection
  • Leveraging technology to keep pace with potential upcoming regulations of the private markets

Chair: Miles Chan, VP/GM Insight, Ontra

Stuart Mair, IT Special Projects, BC Partners
Diana Meyel, COO/CFO, Cipio Partners
Martin Sjolund, General Counsel, Summa Equity

10:40

Latest regulatory developments

  • How to build your organisation in a fully regulated environment: regulatory expectations and industry best practice
  • The evolving EU-UK relationship: how are UK managers marketing into Europe?
  • ESMA guidance and European Commission proposals
  • ESG alphabet soup: SFDR, TCFD, RTS…

Chair: Matthias Plötz, Reporter, The Drawdown

Shakeeb Ahmed, Compliance - Director, Permira Credit
Raxita Kapashi, CFO, Dawn Capital
Iain Katimbo, Head of funds, LDC

11:00

Morning coffee break

11:20

Roundtables + workshops

  • Regulation and compliance - Jonathan Pugh-Smith, General Counsel - Funds and Compliance Officer, Bregal Investments
  • Development: professional coaching - Natalia. A. Ramsden, Founder and Managing Director, SOFOS Associates
  • Crisis readiness: effective risk analysis and transfer - Bruce Hepburn, CEO, Mactavish
12:00

Panel discussion

Using fund finance to support liquidity and risk management

  • New approaches to GP financing
  • Harnessing NAV finance to provide flexibility
  • Securing and structuring ESG-linked facilities
  • Looking beyond traditional lenders

Chair: Alice Murray, Editor, The Drawdown

Paul Cunningham, CFO, Helios Investment Partners
Matthew Kirsch, Managing Director, Pemberton
Patrick Watson, Finance Director , Anthemis

12:40

Farewell lunch