2022 Agenda
9th November
Pre-summit BBQ
10th November
Registration and networking
Chair welcome address
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
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
Morning coffee break
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
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
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
Lunch
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
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
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
Country pursuits / outdoor activities
Drinks reception
Dinner
11th November
Coffee and networking
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
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
Morning coffee break
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
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