Private Equity (& Debt) Investors' Annual Seminar


11 December 2018
London – Le Meridien Piccadilly Hotel




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


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.



Le Meridien Piccadilly Hotel, London

21 Piccadilly

London W1 0BH

Hotel Tel: 08700 400 8400

Hotel Fax: 020 7437 3574


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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