Main Conference Day Two
Location: Versailles Room
- George Danner - President, Business Laboratory LLC
- Nicholas Mairone - Vice President, Preqin
How are tariffs impacting deal flow and valuations in private markets? What strategies are GPs implementing to manage assets and mitigate geopolitical risks? What does the outlook for interest rates mean for private market liquidity and deal-making? What could a government response to a potential recession look like, and how might it impact private markets? How are managers capitalizing on short-term macroeconomic disruptions to uncover long-term opportunities?
- Adam Walker - Managing Director, U.S., IQ-EQ
- Michael Ewens - Professor of Finance, Columbia Business School
- Michael Crook - Chief Investment Officer, Mill Creek Capital Advisors
- Julia Mord - CIO, Commonfund OCIO
The good: Examples of CVs that have delivered exceptional value for both GPs and LPs. How do CVs enable GPs to attract new investors and align interests across stakeholders?
The bad: How do misaligned incentives, pricing transparency challenges and potential conflicts of interest between GPs and LPs impact the effectiveness of CVs? How can GPs address LP skepticism and build trust in the continuation vehicle process?
The opportunity: How can CVs unlock liquidity for LPs while allowing GPs to retain and grow high-performing assets? What innovative approaches can GPs use to attract new investors, deepen relationships with existing LPs, and create win-win scenarios for all stakeholders? How can LPs leverage CVs to access attractive investment opportunities and optimize their portfolio strategies?
- Jordan Rothberg - Fund Administration - Head of Product, North America, IQ-EQ
- Amyn Hassanally - Partner, Global Head of Private Equity Secondaries, Pantheon
- Grace Lloyd - Director, Ardian
- Yash Gupta - Managing Director, H.I.G. Capital
- David Guryn - Senior Investment Director, Private Equity, Schroders Capital
By invitation only, closed-door discussion run under the Chatham House Rule.
This is only open to invited development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds.
For more information, please contact Grace Staley on lpsuperreturnna@informa.com
- Michael “A.B” Orr - Managing Director & CIO, Private Markets, Xponance Alts Solutions
What are the key challenges managers face in fundraising, and how are they overcoming them? What is the broader competitive environment for fundraising, and how are managers differentiating themselves? What are LPs looking for in fund managers today, and how have their priorities shifted? How is the rise of retail investors and technology platforms changing the fundraising landscape?
- Victoria Forrester - Partner, Paul, Weiss
- Doug Korn - Founder and Manging Partner, Victor Capital Partners
- Michael Beetz - Head of North America Coverage, Astorg Asset Management
- Gregg Walker - Managing Director, Muller & Monroe
What is driving managers to launch new funds in an increasingly competitive and challenging market? What returns are emerging managers delivering to LPs in the low DPI environment? Why are LPs allocating to new managers, and what strategies are they prioritizing? What are LPs looking for in new managers, and how can GPs best position themselves to secure commitments?
- Timothy Cunningham - President, Touchstone Group
- Elizabeth Weymouth - Founder and Managing Partner, Grafine Partners
- Amir Dan Rubin - CEO & Founding Managing Partner, Healthier Capital
- Brooks Harrington - Chief Investment Officer, Private Equity, Federated Hermes
- Miguel Silva - Investment Manager, CalPERS
Why are independent sponsors seeing a rise in popularity, and what makes them attractive to LPs? How does the independent sponsor model compare to traditional fund structures? How do LPs evaluate independent sponsors, and how do diligence processes differ from those for established firms? How can emerging managers use the independent sponsor model to build their deal and team track record? What are the pros and cons of transitioning from an independent sponsor model to a fund structure?
- Mrinalini Lhila - Founder & Managing Principal, 360 Capital Advisors
- Sanjay Gupta - Senior Principal, Forge Select
- Andriy Fitsych - Director, Direct Investments, Capital Dynamics
- Richard Wiltshire - Managing Director, Apogem Capital
- Chris Larson - Managing Director, Co-Head of Equity Group, Monroe Capital
Closed door discussion group run under the Chatham House Rule and closed to press.
Spaces are limited and will be offered on a first-come, first served basis.
- Hunter Maats - Managing Partner, Resilience Investments
What impact have tariff policies had on investment opportunities across regions? How much appetite do US investors have for investing abroad? What does the opportunity set look like across Europe, Latin America and Asia, and how is it evolving? Cross-pollination across geographies: how can cross-geographic investment strategies enhance portfolio diversification and returns?
- Maryna Irkliyenko - Global Head of Private Credit and Deal Origination, Octus (former Reorg)
- Gareth Davies MP - UK Member of Parliament, UK Parliament
- Jörg Goschin - CEO, KfW Capital
- Andrew Nikou - Founder & Managing Partner, OpenGate Capital
- Yi Xie - Head of Investment Promotion, InvestHK
How is AI being utilised at the portfolio co level to drive innovation and growth? The AI adoption curve: which areas are adopting AI earlier, and which face challenges due to regulation or complexity? How are managers leveraging AI in due diligence and operational processes? What are the best practices, and how can AI be used to enhance decision-making staffing, productivity, and budgetary challenges?
- George Danner - President, Business Laboratory LLC
- Par Lindstrom - Co-Founder, CEO & CIO, i(x) Net Zero
- Donald Muir - Co-Founder & CEO, F2
- Julia Cherashore - Senior Fellow at Data Foundation and Adjunct Professor, Fordham University
- Kyle Roemer - Managing Director and US Practice Lead for Data & Analytics, Accordion Partners
Reshaping the investment landscape: how are GPs and LPs assessing the impact of AI on valuations, dry powder, and deployment? How are managers cutting through the hype to identify real opportunities for value creation? With significant investments pouring into the market, how can private market players capitalize on the transformational power of AI without falling victim to overhyped promises? The future of AI in private markets: how can private market players position themselves to benefit from the next wave of innovation?
- Venkat Atluri - CEO and Managing Partner, SanTuri Ventures
- Indy Guha - General Partner, VMG Partners
- Karen McCormick - Chief Investment Officer, Beringea
- Julia Lauer - Head of GTM Strategy, Rogo.ai
- Songyee Yoon - Founder and Managing Partner, Principal Venture Partners
Closed door discussion group run under the Chatham House Rule and closed to press.
Spaces are limited and will be offered on a first-come, first served basis.
