SuperReturn US West Day 2 - PT (Pacific Time, -07:00)
How is AI improving deal sourcing and due diligence processes for private equity firms? In what ways can AI optimise operations and scalability in portfolio companies? What challenges and long-term implications does AI adoption pose for private equity firms and their portfolio companies?
Why do LPs often prioritise DPI over IRR, and how does this align with their liquidity needs? What challenges have LPs faced with funds that emphasise IRR, but delay realised distributions? What lessons or best practices can LPs share from their experiences with aligning interests?
How can private equity capitalise on the growing valuations of sports franchises and entertainment companies in emerging markets? What role does digital transformation, such as streaming platforms and esports, play in reshaping investment opportunities in these industries? What strategies can be employed to mitigate risks associated with market saturation and economic downturns in sports and entertainment sectors?
Table 1: SaaS under pressure: Adapting to the new valuation landscape
Table 2: Navigating niche real assets: Opportunities with untapped potential
Table 3: The "Billionaire Tax" and the California nexus: Is the tech exodus real?
Table 4: Monetary policy vs. fiscal reality: Underwriting deals in a recession-wary market
Table 5: Strategic co-investment opportunities: Enhancing returns and building partnerships
How can GPs differentiate themselves in a competitive fundraising environment to attract LP commitments? What strategies can be employed to engage LPs effectively and address concerns about liquidity and returns? What sectors and geographic markets should be prioritised to mitigate risks and capitalise on emerging opportunities?
What are the most effective ways for consumer brands to stand out in a crowded market? How can technology and data be leveraged to drive growth and innovation in saturated sectors? What impact do evolving consumer preferences, such as sustainability and personalisation, have on competition?
How is biotech driving innovation in healthcare, and what opportunities does it present for private market investors? Is the longevity boom reshaping healthcare investment strategies, and what are the key opportunities in age-related solutions? Can private markets contribute to building a more resilient and sustainable global healthcare system?