Jon Whiteaker, Editor, The Drawdown

• The growing significance of secondary markets versus primary markets in private equity.
• How secondary transactions are increasing as exit opportunities slow down.
• The positive and negative impacts of secondary markets on the PE industry.
• How secondary markets are reshaping private equity fund structures and strategies.
• The evolving role of secondaries in portfolio management and liquidity.
• Approaches to scaling and fostering strong investor and LP relations
  

Speakers
Jason Howard, CFO/COO and Partner, Headways Capital Partners

• Overview of common carry structures and reporting methods.
• Updates on carried interest tax changes in the UK and US, including new rates and reporting requirements.
• Implications of upcoming tax reforms for fund managers and investors
  

Speakers
Jonathan Hewitson, CFO, Kennet Partners

• Strategies for keeping up with evolving industry regulations.
• Highlights from the FCA’s recent valuation review, focusing on governance and conflicts of interest.
• Importance of formalising valuation and governance documentation.
• Differences in policies for regulated vs. unregulated funds and professionals.
  

Speakers
James Bryden, COO Global Private Market Solutions, Patria Investments

1. Fundraising- Can fund managers overcome today’s headwinds to secure future returns?
2. Cyber security psychology: Can visualisation and education change cybersecurity behaviors?
3. Are creative liquidity solutions enough when exits are hard to achieve?
4. How can PE firms modernise budgeting and forecasting with technology?
   

Moderator
Debojit Mukherjee, COO, Agilitas

Speakers
Diana Meyel, Managing Partner, Cipio Partners

• How to attract and retain top talent in small teams with competitive benefits and growth opportunities.
• is it true that strong leadership fosters a culture of development and respect?
• How to promote diversity and inclusion to boost team performance and innovation.
  

• How are CFOs and COOs using AI for account reviews and workflow automation?
• Emphasising AI’s impact on due diligence, risk management, and portfolio monitoring.
• Focus on practical benefits and challenges of AI integration for finance leaders.
  

Jon Whiteaker, Editor, The Drawdown

David Harman, Managing Director, The Coaching Team

• How evergreen funds accommodate longer investment cycles in deep tech and defence.
• The influence of EU and UK political factors on evergreen fund structures.
• Comparing the flexibility and liquidity of evergreen funds versus traditional PE funds.
• Why evergreen funds may better support sectors needing extended holding periods.
  

1. Fund administrators’ perspectives on AI and tech adoption in fund operations.
2. Private credit: What CFOs and COOs need to know now.
   Facilitator: Paul Bramley, CFO, Claret Capital
3. Juggling multiple roles- specialist vs. generalist tasks
   

• New offerings and innovations from fund finance service providers.
• Comparing fund manager roles and practices in the EU vs. US.
• Discussing the impact of private credit and insurance on fund finance.
• Emphasising the value of strong relationships between managers and service providers.
  

• Increasing scrutiny of valuation methodologies amid market uncertainty.
• Growing influence of credit funds in debt financing: implications for deal structuring and execution.
• Rising use of leverage across GP, fund, and LP levels: operational, risk, and compliance considerations Liquidity mismatch risks in private market strategies: operational planning and risk management responses.
• Risk of dollar devaluation and impact on international assets and fundraising