Wednesday 6 November 2024
-
Welcome reception and barbecue
Thursday 7 November 2024
-
Registration
-
Chair's opening remarks
Jon Whiteaker, Editor, The Drawdown
-
Keynote address
Simon Wells, Chief European Economist, HSBC
-
Panel discussion: What do recent changes in the political and economic landscape mean for private markets investors?
- Optimism or caution: how are firms in key jurisdictions reacting to political change?
- Are fundraising conditions improving? What are the trends?
- Which recent or upcoming policy and regulatory changes are likely to create the biggest challenges and opportunities for private markets firms?
Louise Corner, COO, Phoenix Capital Partners
Diana Meyel, Partner and CFO, Cipio Partners
Karen Swain, CFO, Kindred Capital
Moderator: Mirza Mulic, Managing Director - Strategic Fund Solutions, HSBC Innovation Banking
-
Round table discussions
Fund financing: latest trends and challenges Ben James, Head of Lender Engagement, Fund Financing, Alpha Group | AI in practice: opportunities and threats Matthias Dux, Partner, Avellinia Capital | Building a culture of risk management beyond box-ticking |
-
Coffee break
-
Panel discussion: Optimising back office structure and processes
- How and why are GPs evolving the structure of their operations and technology?
- Sourcing service providers: how do you ensure you have the right line up for your needs?
- Evaluating the benefits of outsourcing versus insourcing versus co-sourcing
- What would the ideal back office look like in terms of structure, skills, process and tech? Where are the gaps?
James Morris, Commercial Director, Group Management, Gen II
Kirsty Joly, CFO, Px3 Partners
Shuli Levy, Chief Financial and Operating Officer, Expedition Growth Capital
Chris Lewis, CFO, Endless
Moderator: Jon Whiteaker, Editor, The Drawdown
-
Roundtable discussions
What does it mean to be a good operational leader now? Peter Soliman, Managing Partner, Arosa Capital | Managing cyber security risk George Ralph, Managing Director, RFA | Evaluating the viability of GP stake sales for your firm Paul Cunningham, CFO, Helios Investment Partners |
-
Lunch and networking
-
Presentation: Managing your end-to-end process with an aggregated data layer
Pradeep Kachhala, Client Partner and Director, SEI
-
Panel discussion: How are valuation processes evolving?
- FCA review of private markets valuations: what impact is it likely to have, and has anything changed yet?
- What are auditors looking for, and how can firms prepare themselves for successful audits?
- Utilising valuations to monitor performance and understand value drivers
Alan Chu, Finance & Operations Director, Beechbrook Capital
Jonathan Hewitson, CFO, Kennet Partners
Neel Mehta, Finance Partner, Primary Capital Partners
Moderator: Ryan McNelley, Managing Director and Head of Portfolio Advisory, Kroll
-
Chair's closing remarks
-
Activities
Delegates can choose to play tennis, attend a yoga session, or relax at the hotel.
-
Networking drinks reception
-
Official Summit dinner
Friday 8 November 2024
-
Registration
-
Welcome back
-
Fireside chat
Steve Darrington, Consultant
Bruce Hepburn, CEO, Mactavish
Bruce Hepburn, CEO, Mactavish
-
Panel discussion: Building resilience through talent retention and succession planning
- Understanding and adapting to the motivations of staff at different levels or from different generations
- Innovative compensation and incentivisation models
- Ensuring a smooth transition: what does best practice succession planning look like?
Khuram Bajwa, Partner, One Ten Associates
Paul Bramley, CFO, Claret Capital Partners
Jason Howard, CFO/COO and Partner, Headway Capital
Charlotte Meadows, Head of Finance, Accel
Moderator: Matthias Plötz, Reporter, The Drawdown
-
Coffee break
-
Roundtable discussions
Exit strategies for end-of-life funds Paul Bramley, CFO, Claret Capital Partners | Retail and high net worth investors: opportunities and limitations Pradeep Kachhala, Client Partner and Director, SEI |
-
Open discussion: Key takeaways and actionable strategies
- A recap of the key insights and learnings from the summit
- Identifying actionable strategies to drive operational excellence
- An open forum for audience questions and discussion run strictly under Chatham House Rule
Kirsty Joly, CFO, Px3 Partners
Jon Whiteaker, Editor, The Drawdown
-
Closing remarks and farewell lunch