CONFERENCE DETAILS

 

Private Equity (& Debt) Investors' Annual Seminar
 

 

11 December 2018
London – Le Meridien Piccadilly Hotel

 

Programme

  

Private Equity (& Debt) Investors' Annual Conference


08.45    :    Registration and Coffee

 

09.15    :    Welcome & Opening Remarks

 

  

09.20   :      Session 1:  Private Equity

 

  Moderator: Huw Evans, Director, BESTrustees

 

 

 

 

 

David Jolly, Partner, Coller Capital

 

Global Private Equity Barometer

Looking at the state of the market from Coller Capital's Winter Barometer findings.

 

 

 

Richard HickmanRichard Hickman, Director, Investment and Operations, HarbourVest Global Private Equity

 

How Private Markets can Help Position your Portfolio for the Future

Where today's biggest public companies started Increasing opportunity set in private markets The rise of the Unicorns globally and what this means. How private companies might threaten established portfolios. The ability to displace traditional businesses. Disrupting the disruptors -a new wave Getting on the right side of disruption as an investor Benefitting from private company growth - in a relatively low-risk way. The changing investment landscape  - how it might look. Protecting your portfolio from seismic shifts in the investment landscape (while also benefitting). Accessing future megatrends. Balancing your portfolio to ensure you capture upside from future emerging trends diversification, diversification, diversification controlling your private markets exposure.

 

 

10.35     :    Coffee/Tea

  

11.05     :    Session 2: Private Debt

 

Yusaf SamadModerator: Yusuf Samad, Trustee, Sodexo Pension Fund

 

 

 

 

Drew Schardt Drew Schardt, Managing Director, Global Head of Credit, Hamilton Lane

 

Private Credit: Evolution of an Asset Class

 

  • How did we get here? Evolution of the space from both LP and fund perspective
  • Reasons for the growing LP demand for private credit
  • Resiliency: how does it do in a downturn?

 

 

Barry FrickeBarry FrickeGlobal Head of Private Credit, Product Strategy & Solutions, Aberdeen Standard Investments

 

Blind Men and the Elephant: A comprehensive approach to investing in Private Credit

Private credit constitutes a very broad landscape and investors are increasingly needing to grapple with how to get diversified exposure in the most optimal way. We will review the role of each area of private credit in a portfolio context, look at current market characteristics across sectors and geographies, and discuss the pros and cons of investing in private credit using a multi-sector approach.

 

Jens ErnbergJens Ernberg, Managing Director and Co-Head of Private Credit, Capital Dynamics

 

Credit Opportunities in the Lower Middle Market

With institutional investors ramping up the search for attractive yield opportunities in credit markets, the lower middle market is a sector worth their attention. This market continues to be underserved and offers compelling risk-adjusted returns for both lenders and for investors in private credit funds as commercial banks have exited the space and incumbent non-bank lenders have focused their efforts on larger companies. 

 

12.50    :    Drinks and Lunch

 

14.00    :    Session 3:  Topical Issues and Case Studies

 

Moderator: Stephan Breban, Advisory Board, Dean Wetton Advisory

 

 

 

Ken Mehlman, Partner, Co-Head of KKR Global Impact

 

Private Equity Impact Investing: Creating Sustainable Value: Easier Said than Done?

There has been a lot of discussion around ESG and more recently Impact Investing within a private markets context. In this session we will explore the meaning of Impacting Investing and why ESG and creating sustainble value are not mutually exclusive from generating attractive investment returns.

 

 

Robin Matthias Robin Matthias, Partner, McKinsey & Co

 

De-biasing Investment Management Decisions in Private Markets

This talk explores how behavioural biases can affect the decision-making of investment professionals in Private Markets. It also discusses ways to eliminate (or at least reduce) their negative effects on investment performance: How can LPs and GPs identify decision-making biases within their own investment teams? Which "de-biasing" methodologies are most likely to work in their specific context? An how can methodologies be effectively institutionalised to sustain the aspired behavioural change?

  

Investor Perspectives - Panel

Investors discuss how and why they have invested in private equity or debt and their experiences in these areas. 

 

 

Richard McIndoe, Director, Strathclyde Pension Fund

 

 

 

 

Vicky WilliamsVicky Williams, Senior Portfolio Manager, Coal Pension Trustee Services

 

 

 

    

16.00   :     Drinks Reception & Close of Conference

Purpose

With many Pension funds and institutional investors increasing their commitments to, and interest in, private market investments, including private equity and private debt, this conference aims to discuss and debate the issues of the day along with key practical strategies for turning the various challenges into investment opportunities. SPS has been running private market events for 24 years and this particular event for 14 years originally as the Private Equity Investors Association (PEIA) Annual Open Seminar.

Cost

The conference is by invitation only for pension funds and other institutional investors. If you are not already receiving an invitation please contact us. A limited number of Complimentary invitations are usually available to genuine pension fund representatives (executives and trustees) and other approved institutional investors. However, to ensure we have room for as many funds as possible, we have to limit free places to 2 attendees per approved organisation thereafter a reduced rate fee is payable per delegate. Furthermore, SPS always reserves the right of admission (free or paid) and our decision is final.

 

Venue

Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574

www.lemeridienpiccadilly.co.uk

 

The hotel is located on the north side of Piccadilly, close to Piccadilly Circus, only two minutes walk from Piccadilly Circus underground station.

MAP

FUTURE
CONFERENCES

Private Equity (& Debt) Investors' Annual Seminar

December 11, 2018                          Le Meridien Piccadilly, London

Annual Bond Investment Strategies for Pension Funds

January 10, 2019                           Le Meridien Piccadilly, London 

Investment Strategies for Pension Funds

February 14, 2019                           Le Meridien Piccadilly, London

Nordic Institutional Investors' Conference

March 7, 2019                              Copenhagen

Local Authority Pension Fund Investment Issues 

March 13, 2019                              Le Meridien Piccadilly, London   

Annual Investment Strategies for Dutch Pension Funds            

March 21, 2019                              Apollo Hotel, Amsterdam

Fiduciary Management & Investment Governance for Pension Funds                   

April 10, 2019                                Le Meridien Piccadilly, London 

Annual DC Pension Investment Developments & Current Issues

April 17, 2019                                Le Meridien Piccadilly, London 

ESG & Sustainable Investment Strategies for Pension Funds

May 9, 2019                                    Le Meridien Piccadilly, London   

Irish Pension Fund Investment & Current Issues             

June 11, 2019                              Dublin

Infrastructure & Real Asset Investment Strategies for Pension Funds

June 18, 2019                                Le Meridien Piccadilly, London 

Investment Strategies & Cash Flow Management for Maturing Pension Funds             

July 11, 2019                                    Le Meridien Piccadilly, London

Credit & Private Debt Investing for Pension Funds  

September 5, 2019                            Le Meridien Piccadilly, London 

Alternative & Innovative Investment Strategies Conference for Pension Funds 

September 12, 2019                          Le Meridien Piccadilly, London   

ESG Investments & Issues for Dutch Pension Funds

September 24, 2019                          Apollo Hotel, Amsterdam 

Nordic Institutional Investors' Conference

October 3, 2019                    7A Strandvägen, Stockholm

Property & Infrastructure Investment Strategies for Pension Funds 

October 10, 2019                           Le Meridien Piccadilly, London 

Current Investment Issues for Pension Funds                  

November 7, 2019                            Le Meridien Piccadilly, London

ESG & Topical Investment Issues for Local Authority Pension Investors

November 14, 2019                          Le Meridien Piccadilly, London 

Annual Northern Investment Conference for Pension Funds 

November 21, 2019                          The Met Hotel, Leeds

Private Equity & Debt Investors' Annual Seminar

December 5, 2019                            Le Meridien Piccadilly, London

OUR CONFERENCES