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
  

• 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
  

• 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.
  

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?
   

• 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.
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