Summits Day
- Johannes Roth - Co-Head of Unified Global Alternatives, Managing Director, UBS Asset Management
- Markus Egloff - Managing Director, Head of GWS International, KKR
- Michael Sidgmore - Co-Founder & Partner, Broadhaven Ventures and the AGM Studio
Apollo, one of the leading GPs leveraging ELTIF structures, joins a major European bank to discuss how the enhanced ELTIF framework is broadening access to private markets. With ELTIFs now accessible to retail clients, financial institutions can offer long-term private market strategies through a regulated, scalable framework. This session explores the opportunity, expected market growth, and how leveraging private-markets expertise can drive value for investors across Europe.
- Véronique Fournier - Partner, Head of EMEA Wealth Distribution, Apollo Global Management
- Eric Zuidmeer - Senior Specialist Private Markets/Head PE Solutions, ABN AMRO
Evaluating the pros and cons of private equity as an asset class for wealth managers. Why is manager selection so important given turbulence in the market? How does PE fit into broader institutional portfolios for wealth managers? And how do risk/returns differ from traditional closed-end vehicles?
- Michael Sidgmore - Co-Founder & Partner, Broadhaven Ventures and the AGM Studio
- Emma Cory - Head of Alternatives, Private Bank, HSBC UK Bank plc
- Diana Celotto - Co-Head of Private Equity, Unified Global Alternatives, UBS
- Alisa Amarosa Wood - Partner, Private Equity, KKR
- Adrienne Jaersvall - Head of Fund Advisory, Western Markets & Switzerland, Julius Baer
Expanding access to the transformative value creation opportunity in private software: how are managers providing wealth investors with a diversified portfolio across large-, mid-, and small-cap private software companies and how are investors responding?
- Jocelyn Pidoux - Managing Director, Head of Asset Manager Solutions EMEA, iCapital
- Stephen Siciliano - Head of Private Wealth, Thoma Bravo
Is private wealth the next frontier for private credit? Addressing concerns such as liquidity, risk profile, high minimum investment amounts, regulatory issues, transparency and trust
- Nicole Drapkin - Senior Managing Director, Credit Investment Team, Blue Owl
- José Cosio - Head of Global, Ex-U.S. Intermediary, Neuberger
Secondaries: a valuable asset within private wealth portfolios?To what extent are managers launching secondaries focused vehicles into their evergreen funds and with what success?
- Pål Ristvedt - Partner, Lexington Partners by Franklin Templeton
Why are wealth managers allocating more client capital to private assets? How are private wealth managers expanding their access to private equity? What are the key growth drivers for alternatives in the wealth space and are they being met?
End of the Private Wealth Summit
Followed by:
Private drinks reception, 16.30 – 17.30