SuperInvestor summit day & SuperReturn Family Office Europe day one
SuperInvestor summit day & SuperReturn Family Office Europe day one
By invitation only and run under the Chatham House Rule. To enquire please email grace.staley@informa.com.
Start your day with an energising stretching class. Spaces are first come, first served.
- Kelly DePonte - Managing Director , KD Advisory LLC
Has fundraising got any easier in 2024? Are we still seeing a bifurcation between the haves and have nots and are emerging managers being squeezed out? Have LPs been playing it safe and is that really what private equity should be about?
- Dörte Höppner - Chief Sustainability Officer/ Managing Director, Fundraising & Investor Relations, The Riverside Company
- Enrica Dacomo - Investment Director, Capital Generation Partners
- Dana Haimoff - Managing Director, Portfolio Manager, J.P Morgan Asset Management
What innovative solutions are managers utilising to make themselves an attractive proposition in today’s challenging fundraising environment? What are LPs looking for that the more nimble and innovative GPs might be able to provide?
- Louis Trincano - Managing Partner, Cornerstone Fund Placement
- Nathalie Chollet - Head of Northern Europe - Equity Investments, Lower Mid-Market, European Investment Fund (EIF)
Innovation in professional sports ownership
Reviewing different investing and growth opportunities: how to support portfolio companies by providing due diligence resources across sponsorship, media partnership and organic/inorganic M&A opportunities
How will structured finance impact sports? Examining the opportunities for creatively structured investments such as equity-linked debt (convertible debt, debt plus warrants), or senior equity (preferred equity, preferred plus warrants) as the tight restrictions on private capital in professional sports unwind
- Michael Massarano - Partner, Arcmont Asset Management Limited
How has the private debt market fared in 2024 and what growth can we expect in 2025 and beyond? How are managers successfully navigating interest rates cycles and volatility? What have we learned from the recent crises that the market has faced in recent years?
- Michael Massarano - Partner, Arcmont Asset Management Limited
- Gregory N. Racz - Co-Founder & President, MGG Investment Group
Which strategies are thriving in today’s environment? Did we see defaults at the rate we expected in 2024? Who is best placed to deliver returns in 2025?
To what extent is the secondary market counter cyclical or is it now wholly independent of cycles? As secondary fund sizes reach extraordinary levels, is the secondary market still undercapitalised? What is the future potential of the market and where will the GP/LP split end up?
- Jeff Hammer - Global Co-Head of Secondaries, Manulife Investment Management
As the GP led market matures, what’s the best way for investor to construct their GP-led portfolio? Which segments of the GP-led market offer the better risk/return profile and how can you best achieve your desired diversification?
- Daniel Quinn - Partner, Akin
- Mercedes Fernandez Elias - Partner and Managing Director, Morgan Stanley Investment Management
How are family offices working together to find opportunities and drive returns? With often entrepreneurial backgrounds are family offices best placed to find synergies and financial returns? How can family offices drive their purpose forward?
- Mehmet I. Budak - CEO & CIO, Bessley Private Investment Office
- Peter Kirsch - Founder and Managing Partner, Blue Marlin Partners
How have established family offices navigated the nitty-gritty of establishing a family office? What are the best practices to follow and what do family offices need to think about from the very start of their journey? How much do you outsource versus keeping in-house?
Take part in our brand-new matchmaking feature, SuperInvestor Allocate where each LP will have 10-minute meetings with 5 GPs that they’ve been matched with in advance. This SuperInvestor Allocate session is dedicated to private debt. For LP applications please email adam.baxter@informa.com. GP applications will open in mid-August. Please note that GPs are only able to apply to one Allocate session so please pick the session most suitable for your focus. Spaces are limited and will be offered on a first-come, first served basis.
If fundraising gets easier will demand for co-investment die down? How can LPs ensure they are good co-investment partners? How quickly do LPs need to act when co-underwriting and how achievable is this for mid-market deals?
- Katja Salovaara, CFA - Managing Director, Investor Relations, Five Arrows
- Tanvi Karambelkar - Assistant Vice President, Wilshire
- Vaish Katamreddy - Director (Buyout), Golding Capital Partners
- Susie Yasue - Associate Director - Private Equity, WTW
- Paul Sinthunont - VP, Asset Allocation, Preqin
What are the motivations for independent sponsor deals and is this strategy becoming more mainstream? How does alignment fare in these deals?
- Nicolas von der Schulenburg - Managing Director, Portfolio Advisors
Sports investing is not born equal: highlighting the critical areas of due diligence that are unique to each continent and the differences in operating models. What are the similarities and differences in generating revenue, c-suite skills, tax requirements and the ways in which external investors can generate ROI?
Assessing LP appetite for returns in sports investing: where does the “sports asset class” sit in the institutional LP’s capital allocation model?
What are the pros and cons when comparing the lower and upper mid-market within private debt and how is each market defined? Should you have both in your portfolio and is specialised managers for each segment the best approach?
- Brett Hickey - Founder & CEO, Star Mountain Capital
- Helene Schutrumpf - Director of IR and Fundraising, AURELIUS
Which niche strategies are growing in today’s environment? To what extent is there a growing demand for venture debt as equity dries up? Are new pools of capital arriving in debt secondaries? Does real estate debt remain a challenging segment?
- Matthias Kirchgässner - Managing Partner, PLEXUS Research
4-5 years into the CV boom, are we starting to see returns? What happens when time is up on the CV, can you re-cap the re-cap? Are CVs still being used with the right motivations? In a environment where DPI is key, are we seeing a push for CVs that might not be the right fit? What are the true motivations and do we need to re-think alignment?
- Charles Aponso - Principal, Quilvest Capital Partners
- Philippe Ferneini - Partner, StepStone Group
- Elena Laleh - Managing Director, Kline Hill Partners
- Johanna Lottmann - Partner, PJT Park Hill
With mid-market secondaries on the rise in 2023, how has this market fared in 2024? Is this segment of the market ripe for secondaries, or is there a mismatch in expectations?
- Thomas Hallinger - Managing Director, Golding Capital Partners
- Nick Lawler - Managing Director, Head of Secondaries, Churchill Asset Management
What skills do you need in your toolkit for fund, direct and co-investing? How do timelines differ and where should you start? What best practices have family offices found helpful for selecting managers? Is it safer to start with established names or are you missing out on alpha by not investing in emerging mangers?
A look at asset allocation and portfolio construction
How can family offices drive positive impact? Is manager selection more challenging in the world of impact investing and is a fear of green washing leading to hesitancy? What are the benefits of philanthropy as a complement to impact investing?
This exclusive lunch is for LPs to network with their peers. Open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds. Places are limited; to enquire please email: olivia.nardell@informa.com.
What incentives are managers offering LPs to take part in the first close? To what extent are LPs favouring visibility over favourable terms? With more meetings taking place before an LP commits, are GPs having to make good on promises made in earlier meetings and is this moving the needle more on ESG and DE&I?
- Spencer Miller - Head of Business Development, Five Arrows
- Britta Lindhorst - Managing Director, Head of Europe and Global Head of ESG/Impact, HQ Capital
- María Sanz García - Partner, YIELCO Investments
How relevant are fund of funds in today’s market? Is it only in the smaller end of the market where fund of funds really show their value?
- Christopher Bär - Managing Director, MPEP Luxembourg Management S.à r.l.
- Chuck Tedeschi - Director, Top Tier Capital Partners
How to convert momentum and interest in women’s sports into tangible revenue streams: How much further can women’s sports close the gap with their male counterparts and where are the opportunities for PE?
Examining the increasing focus on the private wealth channel for raising capital: to what extent will private wealth firms invest in professional sports through GP firms?
End of the Investing in Sports Summit
Are there segments of the market where private markets solutions providers can add value? What tools are available to enhance returns in diversified credit portfolios?
- Gabriella Kindert - Supervisory Board Member, Neptune Leasing ao
- Börge Grauel - Partner & Co-head of Private Debt, YIELCO Investments
- Reji Vettasseri - Lead Portfolio Manager – Private Markets, DECALIA
As climate becomes a big focus for VC, growth buyout and infra, what role does private debt have to play? How big is the opportunity set?
Have LP-leds taken a greater portion of the market in 2024 and what does the future hold? What discounts are we seeing?
- Cari Lodge - Managing Director, Head of Secondaries, CF Private Equity
What are LPs motivations for activity in the LP-led and GP-led market? How do LPs view the trade off between early cash flow and IRR versus realised cash returns?
- Joaquín Alexandre Ruiz Tarré - Head of Secondaries, European Investment Fund (EIF)
Each roundtable will run twice, giving attendees the opportunity to swap after 35 minutes.
- How to select and diligence funds and co-investments in private debt
- How to select and diligence top performing emerging managers
- The case for investing in GP stakes
- Investing in defence tech, aerospace and government contractors
- Finding the best niche and difficult to access opportunities in today's market
- Industrial tech and the future of manufacturing
Take part in our brand-new matchmaking feature, SuperInvestor Allocate where each LP will have 10-minute meetings with 5 GPs that they’ve been matched with in advance. This SuperInvestor Allocate session is dedicated to secondaries. For LP applications please email adam.baxter@informa.com. GP applications will open in mid-August. Please note that GPs are only able to apply to one Allocate session so please pick the session most suitable for your focus. Spaces are limited and will be offered on a first-come, first served basis.
To what extent are co-investments and continuation vehicles rubbing shoulders and does it matter? How is alignment being achieved and protected in each?
Discussion group run under the Chatham House Rule and closed to press. For LP pre-registration email olivia.nardell@informa.com For GP pre-registration email abbie.cooper@informa.com
- PJ Buyse - Associate Director – Private Equity, WTW
- Miriam Schmitter - Managing Director, CF Private Equity
What are the pros and cons when weighing up open ended versus traditional closed end vehicles? Will ELTIF 2.0 be a game changer?
Discussion group run under the Chatham House Rule and closed to press. For LP pre-registration email olivia.nardell@informa.com For GP pre-registration email abbie.cooper@informa.com.
Are NAV loans the new credit lines? How are they being used and how prevalent are they in the market? Are LPs sceptical about the risk and return benefits and do LPs consider these as synthetic distributions? Are NAV loans merely one part of a toolkit for stretching capital; how do they fit in amongst recycling and bridge accounting?
Discussion group run under the Chatham House Rule and closed to press. For LP pre-registration email olivia.nardell@informa.com For GP pre-registration email abbie.cooper@informa.com.