Financing options for investors in private assets. What options are emerging for private equity firms to finance their GP commitments, expansion into new strategies or geographies and succession planning? How can you use portfolio finance as an alternative to asset level finance?

Chair
Jerry Del Missier
Founding Partner & Chief Investment Officer, Copper Street Capital

Private equity firms have made noticeable strides in order to digitally transform their operations. However, many firms are still employing legacy technologies and relying on expensive, manual based processes. This session intends to inform and provide detailed insights into best practice for managers looking to invest in their internal technology, such as core technology platforms and/or the ability to leverage sophisticated third-party FinTechs. We will also explore the idea of augmented due diligence and leveraging alternative data to inform investment decisions, and maximise returns.

Chair
Zeynep Meric-Smith
Associate Partner and UK Head of Alternative Assets Advisory, EY

Join us to discuss the latest trends related to fundraising, as we explore the challenges, opportunities, and best practices. Thinking more specifically about the role of data and the shifting demand for “more” data as competition for capital increases, there is a quest for scalable access to financial, ESG, benchmark, and past performance data for DDQs and Pitchbooks. This is a time for you to gather and discuss candidly with your peers how the demands on your respective businesses are being addressed. During this session, you will have a forum to network, forge new connections, and knowledge share.

Chair
Joana Castro
Vice President, Private Equity, Unigestion

With increased regulation and market changes this discussion will assess how fund managers are changing from an operational perspective, especially with regard to the financial and fund administration function. Topics will include internal and external challenges and opportunities, decision-making and changes with technology and the resources available to the industry.

Chair
Thomas Erichsen
Head of Fund Services, EMEA, TMF Group

It is clear that ESG indicators are having a significant impact on investment. Funds seeking investment need to take a proactive approach to managing their ESG performance. Investors increasingly require genuine commitment to ESG values and will become increasingly demanding of the quality and veracity of reporting ESG performance. During the round table we will discuss the practical implementation of ESG and measuring value creation initiatives.

Chair
Maria Carradice
Portfolio Director, Mayfair Equity Partners

The CFO/COO Networking Lunch brings together senior finance and operations professionals from private equity and venture capital firms. The aim of the event is to provide a forum for the exchange of knowledge and experience, and to further promote the group’s participation in the wider Summit agenda and activities.

Registration is subject to availability and confirmation. Limited availability.

Guest speaker
Vicky Pryce
Economist & Business Consultant