Private Equity (& Debt) Investors' Annual Conference
08.45 : Registration and Coffee
09.15 : Welcome & Opening Remarks
Trevor Cook, Managing Director, Specialist Pension Services
09.20 : Session 1: Private Equity
Moderator: Huw Evans, Director, BESTrustees
Private Equity Trends & Themes
Looking at the state of the market from Coller Capital's Winter Barometer findings.
Richard 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
Moderator: Yusaf Samad, Trustee, Sodexo Pension Fund
Drew Schardt, Managing Director, Global Head of Credit, Hamilton Lane
The Case for Private Credit
- 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 Fricke, Global Head of Private Credit, Product Strategy & Solutions, Aberdeen Standard Investments
Blind Men and the Elephant: A comprehensive view of all areas of Private Credit
Private credit constitutes a very broad landscape (infra debt; real estate debt; mid-market lending; private placements; market place lending etc.). How investors should think about getting exposure to this broad landscape? The role of each in a portfolio context; similarities and differences. Comparison of underwriting conditions, pricing, deal flow, outlook.
Jens Ernberg, Managing Director and Co-Head of Private Credit Asset Management, Capital Dynamics
How Structural Changes have Unlocked 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
Robin Matthias, Partner, McKinsey & Co
How Persistent are Funds over time and how can investors of different sizes access them?
This talk considers the persistency of private market managers over time: are the largest managers and the megafunds the best performers? To what extent does scale reduce small-medium sized pension funds ability to access best performing private market funds? How can they compensate for this and what developments in due diligence and private market products can help smaller investors access this asset class?
ESG in Private Markets in a Pension Fund Context
Investors discuss how and why they have invested in private equity or debt and their experiences in these areas.
Panellists to include:
Richard McIndoe, Director, Strathclyde Pension Fund
Vicky Williams, Senior Portfolio Manager, Coal Pension Trustee Services
15.30 : Drinks Reception & Close of Conference
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.
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.
November 8, 2018 Le Meridien Piccadilly, London
November 15, 2018 Le Meridien Piccadilly, London
November 22, 2018 V&A Marriott, Manchester
December 11, 2018 Le Meridien Piccadilly, London
January 10, 2019 Le Meridien Piccadilly, London
February 14, 2019 Le Meridien Piccadilly, London
March 7, 2019 Copenhagen
March 13, 2019 Le Meridien Piccadilly, London
March 21, 2019 Apollo Hotel, Amsterdam
April 10, 2019 Le Meridien Piccadilly, London
April 17, 2019 Le Meridien Piccadilly, London
May 9, 2019 Le Meridien Piccadilly, London
June 11, 2019 Dublin
June 18, 2019 Le Meridien Piccadilly, London
July 11, 2019 Le Meridien Piccadilly, London
September 5, 2019 Le Meridien Piccadilly, London
September 12, 2019 Le Meridien Piccadilly, London
September 24, 2019 Apollo Hotel, Amsterdam
October 3, 2019 7A Strandvägen, Stockholm
October 10, 2019 Le Meridien Piccadilly, London
November 7, 2019 Le Meridien Piccadilly, London
November 14, 2019 Le Meridien Piccadilly, London
November 21, 2019 The Met Hotel, Leeds
December 5, 2019 Le Meridien Piccadilly, London