Main Conference Day 3
What do co-investments, secondaries, joint ventures, and NAV lending have in common? To some, they sound like complex investment vehicles - to CAIA Association, they represent the cutting-edge tools reshaping how asset owners build portfolios, aligning with more innovative approaches such as the Total Portfolio Approach. Gone are the days of relying solely on the binary choice between insourcing or outsourcing investment capabilities. Today’s institutional investors have a dynamic, customizable toolkit at their fingertips, empowering them to craft strategies that truly serve their stakeholders. Join us for this interactive discussion on the use cases, the struggles, and approaches to implementing these more complex and creative vehicles.
By invitation only, closed-door discussion run under the Chatham House Rule
Places are limited, to register please email samantha.grannum@informa.com
Location: Tiergarten
- Aaron Filbeck - Director, Global Content Development, CAIA Association
Location: Charlottenberg
Location: Charlottenberg
Has the balance of power shifted to LPs? When will the price expectation gap start closing? Is the co-investment binge triggering style drift concerns amongst LPs?
Location: Charlottenberg
- Rajiv Bakshi - Managing Director, Private Equity & Credit, Manulife Investment Management
- Abhik Das - Partner, Three Hills Capital Partners
- Bernard De Backer - Partner, StepStone Group
With the proliferation of first-time funds in private markets, the competition for LP allocation has never been greater. What is the formula behind the winners and losers? How much does your past life impact your ability to successfully raise a fund? And how important is your fundraising and marketing strategy in getting to the finish line?
Location: Charlottenberg
- Mrinalini Lhila - Founder & Managing Principal, 360 Capital Advisors
- Benjamin S. Carson, Jr. - Co-Founder & Partner, FVLCRUM Funds
A panel of experts give their feedback and advice on how to avoid common mistakes, how to answer tough questions and how to make your pitch really stand out
Light-hearted but informative
Location: Charlottenberg
- Peter Flynn - Director, Candela Capital
[Group debate]
Up-to-the-minute agenda to be announced.
Run under the Chatham House Rule. No press
Come along for a beer to help get the debate going!
Location: Charlottenberg
- Peter Flynn - Director, Candela Capital
- Mark McDonald - Managing Director, Private Equity, Brookfield