Summit Day
What are the primary drivers behind the growth of private credit secondaries, and how are they reshaping liquidity solutions for LPs and GPs? How are pricing and valuation methodologies evolving in private credit secondaries, and what are the implications for investors? What innovative structures, such as NAV-based solutions and continuation vehicles, are emerging in private credit secondaries, and how are they being utilized effectively?
- Sijia Cai - Partner, Davis Polk & Wardwell
- Rick Jain - Partner, Global Head of Private Credit, Pantheon
- Justin Karp - Managing Director, Carlyle AlpInvest
- Kristina Matthews - Partner, Falcon Investments
- Anselm Feigenbutz - Portfolio Manager, Allianz Global Investors
What are the emerging niche strategies in private credit, and how can they deliver differentiated returns? How do niche strategies create value for LPs and GPs compared to generalist approaches? How might consolidation among private credit managers impact the development of specialty strategies? Are LPs showing increased interest in niche private credit strategies, and what factors are driving their allocations? How do LPs evaluate the scalability and sustainability of these strategies? What sectors or themes are likely to emerge as the next frontier for niche private credit strategies?
- Maryna Irkliyenko - Global Head of Private Credit and Deal Origination, Octus (former Reorg)
- Hadley Ma - Founder, Ferghana Investment Partners
- Steven Schlow - Head of Private Markets Distribution, Nomura Capital Management
- Ivelin Dimitrov - Partner, Credit, BC Partners
How is the rise of evergreen funds impacting the private credit landscape? What are the unique challenges and opportunities in evergreen structures? How might product development, investor demand and education evolve in the light of recent stress in certain semi-liquid structures?
- Ian Milton - Founder, Mercia Capital Partners
- Fabian Chrobog - Founder, CIO and Managing Partner, North Wall Capital
- Lee Incandela - Managing Director, HarbourVest Partners
- Ishar Sawhney - Senior Credit Analyst, Ironshield Capital Management LLP
Location - Versailles
Join one of three topic-focused roundtables. Spaces are first-come, first-served.
Roundtable One: Funding the fund: NAV Loans, Subscription Lines, and Alternative Funding Solutions hosted by Andy Phelps, Head of Capital Formation, Lafayette Square
Roundtable Two: The New Transparency Tradeoff: What PE Firms Should (and Shouldn’t) Say Publicly hosted by Eric Hazard, Managing Director & Head of Strategic Alliances, Vested
Roundtable Three: Trade Finance: Short Duration Alpha in a Disrupted World hosted by Bos Smith, Managing Director, Portfolio Manager, BroadRiver Asset Management
- Andy Phelps - Head of Capital Formation, Lafayette Square®
- Eric Hazard - Managing Director & Head of Strategic Alliances, Vested
- Bos Smith - Managing Director, Portfolio Manager, BroadRiver Asset Management
How are venture capital secondaries evolving as a liquidity solution? How is price discovery being managed, and what are the challenges in achieving accurate valuations? What are LPs’ views on participating in venture capital secondaries, and how do they evaluate the risk-return profile of these transactions?
- Daniel Roddick - Founder, Ely Place Partners
- Nick Bunick - Partner, NewView Capital
- Matt Pellini - Managing Director, Secondaries, Co-Head of Venture Capital & Growth Equity, Hamilton Lane
How can specialization drive differentiated returns in venture capital? What are the pros and cons of each approach? Are LPs favoring sector-specialized venture funds or generalist funds? How does sector focus impact LP decision-making and portfolio construction?
- Ankur Sethi - Founder & Managing Partner, Winner Capital
- Sutian Dong - Partner, Multitudes
- Gaurav Aggarwal - Managing Partner, Vivo Capital
- Felix Hartmann - Managing Partner & CIO, Hartmann Capital
How are fundraising timelines evolving in venture capital and what strategies can managers use to secure commitments in a competitive environment? How can LPs identify and support high-potential emerging managers? What are they looking for in new managers, and how do they assess their ability to deliver outsized returns? How are private wealth and family offices reshaping the fundraising landscape?
- Ankur Sethi - Founder & Managing Partner, Winner Capital
- Kate Simpson - Managing Director, Investment Research, GEM
- Jeff Ransdell - Founding Partner & Managing Director, Fuel Venture Capital
- Rini Greenfield - General Partner, Outline Ventures
Location - Trianon
Join one of three topic-focused roundtables. Spaces are first-come, first-served.
Roundtable One: Tangible AI: real-world applications in venture capital hosted by George Danner, President, Business Laboratory
Roundtable Two: European DeepTech: An Overlooked Alpha Opportunity for US Institutional Investors? hosted by Dr. Ingo Potthof, Managing Partner, UVC Partners
Roundtable Three: The Future of Liquidity Beyond the Tender Offer hosted by Swathi Nachi, VP of Sales, Equity Shift
Roundtable Four: How Government Contracts Impact Long-Term Deal Value hosted by Chad Braley, CEO & National Managing Partner, Capital Edge
- George Danner - President, Business Laboratory LLC
- Ingo Potthof - Managing Partner, UVC Partners
- Swathi Nachi - VP of Sales, Equity Shift
- Chad Braley - CEO & National Managing Partner, Capital Edge