Summits Day
- Michael Sidgmore - Co-Founder & Partner, Broadhaven Ventures and the AGM Studio
- 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
- Justina Deveikyte - Co-Founder & Managing Partner, Novantigo
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
- Alisa Amarosa Wood - Partner, Private Equity, KKR
- Adrienne Jaersvall - Head of Fund Advisory, Western Markets & Switzerland, Julius Baer
- Emma Corbishley - Lead Private Equity Advisory Platform, UBS
Why wealth investors should allocate to private markets and how product innovation is enabling that opportunity to be implemented today.
- Emily Lai - Private Equity Reporter, Pitchbook
- Annabel Spring - CEO, Allfunds
- Simona Maellare - Head of EMEA, Private Wealth, Blackstone
- Alejandra Entrecanales - Global Head of Private Assets for Private Banking, Santander Private Banking
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?
- Stephen Siciliano - Head of Private Wealth, Thoma Bravo
- Mathieu Forcioli - Global & Asia-Pacific Head of Alternatives, HSBC
- Jocelyn Pidoux - Managing Director, Head of Asset Manager Solutions EMEA, iCapital
- Markus Pimpl - Managing Director, Head European Private Wealth Solutions, Partners Group
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
- Selin Bucak - Journalist/contributing editor, Freelance/Citywire
- Nicole Drapkin - Senior Managing Director, Credit Investment Team, Blue Owl
- José Cosio - Head of Global, Ex-U.S. Intermediary, Neuberger
- Andrea Fernandez - Partner, Chief Operating Officer and Head of Capital Formation, European Direct Lending, Ares Management
- Alex Chi - Deputy Chief Investment Officer of Global Credit and Head of Direct Lending, Carlyle
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?
- Philip Meschke - Head of Private Equity, Moonfare
- Pål Ristvedt - Partner, Lexington Partners
- Mark Hempstead - Head of Alternative Investments, EMEA, J.P. Morgan Private Bank
- Thor Monsen - Managing Director, Citi Wealth
- Marie-Victoire Rozé - Deputy Co-Head of Secondaries & Primaries, Ardian
How sector expertise, operational value creation, and curated private markets exposure are reshaping investor outcomes across market cycles. From building differentiated private markets shelves to navigating AI and software investing, the discussion will explore why specialized capabilities and manager selection matter more than ever in today’s environment.
As private markets continue their move into the wealth channel, the lessons of the last decade are shaping how the next one will unfold. Drawing on years spent building private markets capabilities inside a global wealth platform — and now viewing the channel from the GP side — Jake Elmhirst and Boris Maeder reflect on how client expectations, education and product design have evolved, what has genuinely worked, what has shifted as the channel has scaled and the pitfalls advisers should be alive to as allocations to private markets deepen.
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?
- Simon von Oppenheim - Director, Investor Relations, 747 Capital
- Greta Teot - Head of Private Markets, Mediobanca Private Banking
- Sebastian Elsner - Managing Director, Global Head Private Markets, Deutsche Bank AG
- Giuseppe De Filippo - Managing Director, Head Private Capital Markets, Bank Julius Baer
- Kyle Kniffen - Global Head of Alternatives for Third Party Wealth, Goldman Sachs Asset Management
- Steve Turner - Head of Investment Selection, Portfolio Solutions Group, Morgan Stanley Investment Management