From macro shocks to smart moves: CFO/COO Networking Breakfast
Time & date:
10 September 2025 | 08:30-09:30 (BST)
Synopsis:
Join fellow CFOs and COOs from private equity, private credit, and venture capital for an exclusive networking breakfast at the BVCA Summit - connect with peers, exchange insights, and build meaningful relationships within the industry.
Discussion points:
In addition to informal networking, the morning will feature a focused fireside chat exploring the macroeconomic outlook and its direct impact on private markets.
The discussion will cover how global economic trends shape fund strategies, operational decision-making, and impact the bottom line— offering CFOs and COOs with valuable insights to inform smarter decision-making in a rapidly evolving landscape.
Audience:
CFO/COOs/FDs/Managing Directors/Operational Directors in PE, Private Credit and VCs
Maximising the incentivising power of MIPs through valuation
Time & date:
10 September 2025 | 08:15-09:15 (BST)
Synopsis:
This roundtable will discuss the importance of UK and international tax valuation at MIP inception, mid-cycle events, and ahead of exit due diligence and the ability to add value to management and investors whilst minimising risk on disposal.
Discussion points:
- Equity allocation on a deal, including application of the MoU and valuation of sweet equity for tax purposes
- Leavers and joiners over the transaction cycle, especially during the 12 months prior to an exit event
- MIP resets and adjusting equity rights to reincentivise management
- Bolt-on rollovers and aligning commercial valuation with ERS tax risks
- International management teams and considering the differences in methodology and discounts in key jurisdictions
- Critical items that come up on due diligence and managing cost, time and stress during disposal
- Communicating MIP value to participants
Audience:
Private Equity Mid-Market firms
Private Markets in the Wealth Management Context: The Future
Time & date:
10 September 2025 | 08:15-09:15 (BST)
Synopsis:
Join a select group of senior leaders for an exclusive roundtable discussion and interactive Q&A on the future of private markets in the evolving wealth management ecosystem. As private markets become an increasingly strategic component of high net worth and ultra-high net worth portfolios, the lines between institutional and individual capital are blurring. Hosted by Diana Celotto (Co-Head of Private Equity, Unified Global Alternatives UBS), the session will explore the rise of wealth management as a distribution channel and how General Partners are adapting, the shift between closed- and open-ended structures, and where the industry is heading. The discussion will also explore how private markets are being integrated into client portfolios, and what this means strategically for GPs and investment leaders. We’ll close with a forward-looking view on emerging trends and growth opportunities in this dynamic space.
Discussion points:
- Rise of Wealth Management as a distribution channel
- Private markets in a portfolio context
- Strategic implications for GPs and Investments Leaders
- Future trends and growth opportunities
Audience:
GP’s – Investment Professionals that are Partners/Managing Partners/Founders/CEOs
Democratization of alternatives: Why alternative investments are becoming more accessible
Time & date:
10 September 2025 | 08:15-09:15 (BST)
Synopsis:
Alternative investments are becoming more easily accessible for all products (PE; hedge, private credit infrastructure and RE) by a larger investor base – mainly to the individual (retail) investors. High-level summit theme: retailisation of private capital.
Discussion points:
- Which are the driving forces behind the trend?
- Which are the AIFs being retailised?
- Which are the main vehicles used for this purpose?
- Which are the benefits and challenges for retail investors?
- What is the outlook for the future of alternative investments?
Audience:
Private Equity and Real Estate firms – CFO, COO, Head of Asset Management, Head of Private Equity, CEO, Managing Partner, General Partner, Head of Fund Finance, Finance Director, Head of Finance Operations, Director-Operations, Finance and Operations, Associate Director