Wednesday 6 November 2024
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Welcome reception and barbecue
Thursday 7 November 2024
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Registration
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Chair's opening remarks
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Keynote address
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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?
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Round table discussions
| How are GPs adapting to changes in tax structures? | AI in practice: opportunities and threats | Building a culture of risk management beyond box-ticking |
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Coffee break
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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?
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Roundtable discussions
Fund financing: latest trends and challenges | Best practices for effective data collection and analysis | Evaluating the viability of GP stake sales for your firm |
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Lunch and networking
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Case study
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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
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Chair's closing remarks
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Activities
Delegates can choose to play tennis, attend a yoga session, or relax at the hotel.
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Networking drinks reception
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Official Summit dinner
Friday 8 November 2024
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Registration
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Welcome back
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Fireside chat: The changing face of operational leadership
- How have private markets changed in the last 25 years?
- How has the role of the operational leader - and the skills and knowledge required - changed?
- What advice would seasoned operational professionals give to those starting out?
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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?
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Coffee break
| Exit strategies for end-of-life funds | Retail and high net worth investors: where are the opportunities? |
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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
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Closing remarks and farewell lunch