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 - Managing Director, Global Content Strategy, CAIA Association
Location: Forum - ZONE 2
- Peter Flynn - Director, Candela Capital
When cash distributions are delayed, traditional approaches to infer manager skill from realized returns are not applicable to the most recent fund generations. We discuss pragmatic and data driven techniques to gain nuanced insights into the skill set of PE Fund Managers even based on largely unrealized portfolios. These include indicators of proprietary dealflow, measures of strategic drift, the ability to truly add value and the solidity of NAV. All of these indicators have been empirically validated as historically performance relevant and therefore likely able to help detect future outperformers
Location: Forum - ZONE 2
- Oliver Gottschalg - Founder & Head of Research, PERACS - Gottschalg Analytics
Location: Forum - ZONE 2
- Marc der Kinderen - Managing Partner, 747 Capital
- Ralph Aerni - Head of Client Solutions EMEA, Hamilton Lane
- Ellie Rubenstein - Co-Founder & Managing Partner, Manna Tree Partners
- Liliya Kamalova - Senior Principal, Morgan Stanley Private Equity Solutions
- Michelle Mannio - Co-founder & Partner, Opera Investment Partners
Opportunities and challenges for asset owners and asset managers
Location: Forum - ZONE 2
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: Forum - ZONE 2
- Rajiv Bakshi - Managing Director, Private Equity & Credit, Manulife Investment Management
- Abhik Das - Partner, Three Hills
- Bernard De Backer - Partner, StepStone Group
- Christiaan de Lint - Managing Partner, Headway Capital Partners
- Giovanni Orsi - Managing Director, Head of Relationships and Partnerships, PSP Investments
Location: Forum - ZONE 2
- Cameron Joyce - Director, Research Insights, Preqin
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: Forum - ZONE 2
- Mrinalini Lhila - Founder & Managing Principal, 360 Capital Advisors
- Benjamin S. Carson, Jr. - Co-Founder & Partner, FVLCRUM Funds
- Kee Rabb - Managing Director, Private Equity, Apogem Capital
- Avinash Amin - Managing Partner, Madryn Asset Management
- Nhora Otalora - Managing Director, HarbourVest Partners
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
- Andy Pemberton - Director, Furthr
[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