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

 

TrevorTrevor Cook, Managing Director, Specialist Pension Services

 

 

 

  

09.20   :      Session 1:  Private Equity

 

  Moderator: Huw Evans, Director, BESTrustees

 

 

 

 

 

Speaker tbc, Coller Capital

 

Private Equity Trends & Themes

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: Yusaf Samad, Trustee, Sodexo Pension Fund

 

 

 

 

Drew Schardt 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 FrickeBarry FrickeGlobal 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 ErnbergJens 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 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?

 

     

Speaker tbc

 

ESG in Private Markets in a Pension Fund Context

 

 

 

 

 

Investor Perspectives 

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 WilliamsVicky Williams, Senior Portfolio Manager, Coal Pension Trustee Services

 

 

 

 

   

15.30   :    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.

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