Clear Path Analysis
REGISTER TO ATTEND FREE

28 & 29 MARCH 2023 | AMERICA SQUARE CONFERENCE CENTRE, LONDON, UK

IMPROVING OUTCOMES IN PRIVATE MARKET INVESTMENTS, OPERATIONS & DC ARRANGEMENTS

Event Information

Private Markets Investor | Europe is two-day event for the full decision making unit across operational strategy, investment management, and asset allocation.

The Private Market Operations Forum looks at the operations, technology, and data challenges facing fund groups as they seek to broaden their investment operations to attract the large inflows of capital.

The Private Markets Investors Forum focuses on investment group leaders of pension funds and insurers and how they accordingly manage their investment portfolios incorporating illiquid securities into them, plus private market considerations in DC scheme set ups for pension managers, trustees, and consultants.

KEY BENEFITS OF ATTENDING IN-PERSON

Benefit 1

PREMIUM NETWORKING OPPORTUNITIES

Benefit from two full days of in-person networking and learning opportunities and re-establish those all-important industry relationships and turbo-charge your network of connections.

Benefit 2

LEARN FROM INDUSTRY PIONEERS

Your chance to explore the latest industry trends alongside the biggest names in the industry. Hear the perspectives of operations professionals and asset owners, and have your questions answered live.

Benefit 3

PRIORITY ACCESS TO THE BESPOKE REPORT

Receive a free copy of the annual Investing in Private Markets report featuring further industry perspectives and ideas.

Benefit 4

PRIVATE MARKET FOCUS

Be part of an event that fosters communication and alignment between service providers and investment management, asset allocation, trusteeship, as well as investment operations professionals.

Benefit 5

COLLABORATIVE WORKSHOPS

Our unique Talking Table Workshops provide participants the opportunity to choose from three of four Workshops to attend, providing greater choice on subjects through which to interact with peers and learn from our experts.
8:00 AM - 5:30 PM
DAY 1 - PRIVATE MARKET OPERATORS FORUM

8:30 AM - 9:10 AM
BREAKFAST AND NETWORKING

9:10 AM - 9:20 AM
Chairman’s opening address

9:20 AM - 10:00 AM
KEYNOTE PRESENTATION: Carbon Conscious Investing: The Solution to All of Your Problems?

The role Private Markets can play in accelerating the low-carbon transition – helping every COO improve risk management, operational efficiency, client service, investor reporting, data strategy, and product development. And all that while building the sustainability and durability of their business.

  • Matthew Courey

    Matthew Courey

    Chief Operating Officer

    Albacore Capital

10:00 AM - 10:45 AM
PANEL DISCUSSION: What are the different approaches to digital transformation in an ever changing market?

  • Crispian Lord

    Moderator

    Crispian Lord

    Partner

    PwC

  • Sahem Gulati

    Sahem Gulati

    Head of Private Assets Strategy & Consulting

    M&G Plc

  • Tim Harrison

    Tim Harrison

    Head of Technology Business Partners

    Intermediate Capital Group

  • Nikitas Psyllakis

    Nikitas Psyllakis

    Global Chief Operating Officer and U.K Country Officer

    DWS Group

10:45 AM - 11:15 AM
KEYNOTE PRESENTATION: Data Strategy – How to achieve the best investor experience while managing increasing investment complexity.

  • Harpreet Lakhan

    Harpreet Lakhan

    Director

    Holland Mountain

11:15 AM - 11:55 AM
MORNING REFRESHMENTS & NETWORKING

11:55 AM - 1:25 PM
TALKING TABLE WORKSHOPS
How to effectively partner with your outsourced service providers
  • Toby Venables

    Toby Venables

    Advisory Director

    PwC

  • Lucy Reid

    Lucy Reid

    Advisory Senior Manager

    PwC

  • Harpreet Lakhan

    Harpreet Lakhan

    Director

    Holland Mountain

Best practices to setup a private assets infrastructure for scaling AUM
1:25 PM - 2:20 PM
LUNCH

2:20 PM - 2:25 PM
OPERATIONAL STRATEGY & TRANSFORMATION: Chairman's Opening Remarks

2:20 PM - 2:25 PM
CLIENT AT THE CORE OF PRIVATE MARKET OPERATIONS: Chairman's Opening Remarks

2:25 PM - 2:55 PM
OPERATIONAL STRATEGY & TRANSFORMATION: KEYNOTE PRESENTATION: Leadership, the role of the COO, & the evolution of back to front office

  • Dawn Marie La Monica

    Dawn Marie La Monica

    former Group Compliance Officer

    MV Credit

2:25 PM - 2:55 PM
CLIENT AT THE CORE OF PRIVATE MARKET OPERATIONS: FIRESIDE CHAT: What are the key ingredients for long lasting private clients relationships?

  • Manish Sarwal

    Manish Sarwal

    Deputy Head of Finance

    Impax Asset Management

2:55 PM - 3:20 PM
OPERATIONAL STRATEGY & TRANSFORMATION: KEYNOTE PRESENTATION: Navigating the operational complexities of Private Markets through digitisation and its impact on operating models

  • Sachin Anandikar

    Sachin Anandikar

    Chief Technology Officer

    Pemberton Asset Management

2:55 PM - 3:20 PM
CLIENT AT THE CORE OF PRIVATE MARKET OPERATIONS: KEYNOTE PRESENTATION: How is client experience driving digital transformation in Private Markets?

  • Alasdair Kinloch

    Alasdair Kinloch

    Principal

    Kinloch Limited

3:20 PM - 4:00 PM
OPERATIONAL STRATEGY & TRANSFORMATION: PANEL DISCUSSION: What are the key considerations when building & reviewing internal frameworks to comply with new regulatory rules?

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

  • Rizwaan Khan

    Rizwaan Khan

    Alternative Operations Manager

    USS Investment Management

  • Rob Knight

    Rob Knight

    Industry Advisor

3:20 PM - 4:00 PM
CLIENT AT THE CORE OF PRIVATE MARKET OPERATIONS: PANEL DISCUSSION: How can asset managers rise to the challenge of increasing demands from investors for more detailed information around funds?

  • Maya Sibul

    Moderator

    Maya Sibul

    Reporter & Content Producer

    Clear Path Analysis

  • Claire George

    Claire George

    Chief Technology & Operations Officer

    Savills Investment Management

  • James Tootell

    James Tootell

    Investment Director

    EOS Venture Partners

  • Alex Bray

    Alex Bray

    Head of Change and Co-Head of Technology & Innovation

    Patrizia SE

4:00 PM - 5:00 PM
END OF CONFERENCE & DRINKS RECEPTION

8:00 AM - 5:30 PM
DAY 2 - PRIVATE MARKET INVESTORS FORUM

8:30 AM - 9:15 AM
BREAKFAST AND NETWORKING

9:15 AM - 9:25 AM
Chairman’s opening address

9:25 AM - 10:15 AM
GUEST PRESENTATION: Megatrends and public debts: towards a mass extinction of safe assets?

  • Xavier Debrun

    Xavier Debrun

    Member

    European Fiscal Board

10:15 AM - 11:00 AM
PANEL DISCUSSION: How can investors insulate their portfolios from the impact of external drivers; including inflation, fee pressures, geo political changes and monetary & fiscal policy?

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

  • Martin Collins

    Martin Collins

    Trustee Director

    20-20 Trustees

  • Arif Saad

    Arif Saad

    Head of Client Advice & Head of People, UK

    Kempen Capital Management

  • Roger Mattingly

    Roger Mattingly

    Trustee Director

    Ross Trustees

  • Kedi Huang

    Kedi Huang

    UK Chief Investment Officer

    Aspen Insurance Group

11:15 AM - 11:55 AM
MORNING REFRESHMENTS & NETWORKING

11:55 AM - 1:25 PM
TALKING TABLE WORKSHOPS
Workshop Hosted by Tikehau Capital
  • Simon Males

    Simon Males

    Head of UK Institutional Business

    Tikehau Capital

  • Paolo Morrone

    Paolo Morrone

    Director, Private Debt

    Tikehau Capital

  • Vincent Lemaitre

    Vincent Lemaitre

    Head of ESG, Private Debt

    Tikehau Capital

1:25 PM - 2:20 PM
LUNCH

2:20 PM - 2:50 PM
PRIVATE MARKETS INVESTMENTS FOR DC SCHEMES: Keynote Presentation: Issues for DC schemes when investing in private markets

  • Robin Ellison

    Robin Ellison

    Chairman

    Cambridge Colleges Federated Pensions Scheme

2:20 PM - 2:50 PM
ASSET ALLOCATION & INVESTMENT STRATEGY: Keynote Presentation: How to make sure you are implementing net-zero into your Private Markets strategy

  • Cleo Fitzsimons

    Cleo Fitzsimons

    Head of Responsible Investment

    Pension Insurance Corporation

2:50 PM - 3:20 PM
PRIVATE MARKETS INVESTMENTS FOR DC SCHEMES: Private Asset Solutions for DC

  • Philip Dawes

    Philip Dawes

    Head of Distribution, UK and Ireland

    BNP Paribas Asset Management

2:50 PM - 3:20 PM
KEYNOTE PRESENTATION: The UK Economy: 2023 and beyond?

  • Suren Thiru

    Suren Thiru

    Economics Director

    ICAEW

3:20 PM - 4:10 PM
PRIVATE MARKETS INVESTMENTS FOR DC SCHEMES: Panel Discussion: The challenges & opportunities for DC scheme investment in Private Markets; Regulation, Administration & Governance

  • James Monk

    Moderator

    James Monk

    Workplace Investment Director

    Fidelity International

  • Paul Bucksey

    Paul Bucksey

    Chief Investment Officer

    Smart Pension

  • Andrew Warwick-Thompson

    Andrew Warwick-Thompson

    Chair of Trustees

    Scottish Widows Master Trust

  • Fred Berry

    Fred Berry

    Lead Investment Consultant

    The Pensions Regulator

  • Antony Esposito

    Antony Esposito

    Head UK DC Client Solutions and UK Consultant Relations

    Partners Group

3:20 PM - 4:10 PM
ASSET ALLOCATION & INVESTMENT STRATEGY: Panel Discussion: Which asset classes and investment structures represent the best investment opportunity?

  • Maya Sibul

    Moderator

    Maya Sibul

    Reporter & Content Producer

    Clear Path Analysis

  • Nenna Gilmour-Platt

    Nenna Gilmour-Platt

    Head of Investment Strategy

    Just Group Plc

  • Daniel Blamont

    Daniel Blamont

    Group Investment Operations Director

    Royal London

  • Chris Palmer

    Chris Palmer

    Head of Illiquid Assets Origination

    Phoenix Group

4:10 PM - 5:30 PM
END OF CONFERENCE & DRINKS RECEPTION

Q&A
Networking (1)
Workshop
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