Agenda

Battle of the levers: What truly drives value today?

Registration
-
Welcome remarks
-
Opening panel: What a successful resilient value creation strategy looks like
  • What metrics are most telling of a flexible value creation strategy?
  • How to ideally time for valuable portfolio diversification vs. safe sector concentration amid a fragmenting world
  • Building efficient risk assessment tests
-
Panel: Standing the test of time: The role of organic growth in long-term value creation
  • How to encourage lasting growth after extended ownership
  • How is organic growth viewed by LPs in 2026?
  • When should GPs choose between organic growth over financial engineering?
-
Networking break
-
Roundtables: Portfolio health check-ups
-
Streams

STREAM A: How to achieve cybersecurity immunity

STREAM B: Efficient AI adoption with human talent

  • What tactics can be used to ensure an asset's immunity to cyber threats?
  • How often should firms be monitoring third-party services to ensure proactive cybersecurity?
  • How should firms appropriately react to breaches?
  • Real-life cases of effectively combining AI and human capital
  • Considering the ROI: How much time and effort is required to properly adapt AI systems?
  • What does proactive governance that oversees regulatory risks and AI look like in practice?
-
Networking lunch
-
Interactive debate: The PE ecosystem - which teams have the most influence during the deal cycle?
-
Interview: Are operating partners being stretched too thin?
  • Reassessing what it means to be an operational partner in 2026 as firms strive to take advantage of new value creation opportunities
  • Limitations vs. the demands for operational teams
  • How to support sustainable growth and culture with expert talent
-
Panel: Aligning management teams and culture
  • How to understand which psychometric and personality tests would be most valuable to your organisation
  • Regardless of every organisation’s unique culture, are there certain cultural markers that are becoming increasingly important?
  • Firing and hiring: How to build your dream team without slowing down value creation
-
Closing remarks
-
Networking activity
-
Networking drinks
-
Dinner

Agenda

Day two

-
Morning activity
-
Welcome remarks
-
Panel: Data management’s role in value creation
  • What role does data play in a value creation strategy today?
  • The importance of data quality in building reliable reports to help create the equity story
  • How to innovatively use data as a way to drive value realisation
-
Workshops: Mastering cash flows: Harnessing operational levers and value
  • What operational levers drive substantial financial growth across portfolio companies, specifically during economic headwinds?
  • How to identify unnecessary costs and spend more efficiently to align with financial goals
  • How to effectively work with portfolio companies to maximise cash flows
-
Networking coffee
-
Interactive debate: Battle of the levers
-
Fireside chat: Pushing strategies towards execution excellence
  • What are the current benchmarks of a successful execution in value creation?
  • Who plays the biggest role in ensuring strong execution?
  • Where do firms most commonly fail to apply their strategies?
Case study: Moneypenny’s journey to becoming a PE-backed global platform
  • Transition from founder-led culture to PE governance
  • How leadership style had to change
  • Balancing growth targets with brand and service quality and tech investment
-
Closing remarks and networking lunch