2024 Agenda


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Registration and networking breakfast
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Chair's opening remarks

Nick Heath, Editor, Real Deals

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Opening Panel: Value creation: adapting to a shifting landscape
  • How to create value against a backdrop of economic and political uncertainty
  • Developing adaptive strategies for evolving market dynamics
  • How to become more efficient when dealing with constraints on cash and cost pressure
  • How do you improve operations and mitigate supply chain disruption

Moderator: 

Harry Thomas, Portfolio Director, Beringea

Speakers: 

James Markham, Senior Partner Value Creation, Graphite Capital

James Craig, Portfolio Value Creation Lead, Puma Private Equity

Patrick Weber, Director, Head of PE Performance Management, EQT Partners

Stephen Edwards, Co-Managing Partner, Soho Square Capital

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Debate: Strategic enhancement for portfolio companies
  • Assessing companies’ strategic management and operational improvement
  • Identifying efficiency, exploring both operational and structural issues
  • Streamlining operations
  • Implementing growth strategy

Moderator:

Hugh Minnock, Investment Director, Foresight Group

Speakers: 

Awais Shafique, Operations, Director, FSN Capital

David Fisher, Investment Director, IW Capital

Marvin Fletcher Rogers, Principal Consultant & UK Private Equity Lead , Sage

Peter Colman, Senior Operating Partner, H.I.G

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Networking coffee break
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Value creation case study: Successful implementation of a challenging carve-out during the pandemic

Presenter: Jan-Philipp Wilckens, Operating Partner, NORD Holding

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Panel: Value creation in a buy-and-build strategy
  • How can we leverage a buy-and-build strategy to enhance business growth
  • What critical elements must be assessed to ensure successful acquisitions and operational improvements
  • How do sector dynamics impact the success of these strategies

Moderator:

Mark Williams, Senior Partner, Independent

Speakers:

Nerijus Drobavičius, Partner, Investment Committee Member, INVL Baltic Sea Growth Fund

Ben Snow, Managing Director Value Creation, Synova

Aidan Robson, Managing Partner, Endless

Stephanie Caspar, Partner, Summa Equity

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Networking lunch
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Interview: Supercharging growth the organic way

Interviewer:  Shivani Khandekar, Reporter, Real Deals

Interviewee:  Rupert West, Investment and Value Creation, Managing Director, Puma Private Equity 

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Panel: Future-proofing success: the rising need for value creation experts
  • What structural elements have proven most effective in value creation teams
  • What specific skill sets or profiles are best suited
  • How to effectively recruit and retain top talent to ensure alignment with a firm's goals

Moderator: 

Nick Heath, Editor, Real Deals

Speakers: 

Maria Orlowski, Partner, GTO Partners

Jenny Collins, Chief Talent Officer, Mayfair Equity Partner

Fiona Satchell, Managing Director of Value Creation, Three Hills

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Presentation: Value Creation in a company’s most valuable asset – People
  • What is the value derived from Human Resource Management versus Human Capital Management
  • The ‘outside-in’ view of Human Resources – Adding value to Client Solutions in an outsourcing context
  • How to leverage human resources to ensure successful M&A transactions

Presenter: Rui Ventura, Executive Director, M&A and Transactions Solutions|Head of Human Capital Solutions, Aon

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Afternoon coffee break
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Strategy exchange roundtables
  • How to effect a successful turnaround  Facilitator: James Markham, Senior Partner Value Creation, Graphite Capital
  • Recruitment and retention in portfolio companies Facilitator: Suzie Ruffley, Global Head of People & Sustainable Culture, Managing Director, Foresight Group
  • How to assess a management team Facilitator: David Keech, Managing Director, Oakley Capital
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Presentation: Is AI truly a game-changer
  • Utilising AI for risk mitigation and optimising returns
  • Enhancing performance through AI-driven insights and strategies
  • Employing AI in investment identification, evaluation, and management
  • Transforming due diligence processes with AI-powered tools and analytics

Presenter: Alpesh Doshi, Managing Partner, Redcliffe Capital

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Chair's closing remarks
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Networking drinks
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Dinner
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Wellness Activity
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Welcome remarks
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Keynote presentation: Geopolitical conflict, hight interest rates and impact of election on the economy

Presenter: Ariane Curtis, Senior Economist, Capital Economics

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Panel: Tech-infused value creation: forging an innovative digital mindset and culture
  • What are the key components of a successful digital transformation strategy
  • How is the competitive landscape evolving as technology transitions from a competitive edge to a fundamental business requirement

Moderator: 

Agata Cooper, Digital Operating Partner, Triton

Speakers:

Gilad G Amir, Digital Operating Partner, Pollen Street Capital

Ahmed Khamassi, Chief Digitalisation Officer, Stirling Square Capital

Bruce Watson, Sector Principal ‑ Private Equity, Waterstons

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Networking break
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Panel: Unlocking additional value by enhancing ESG performance
  • What emerging trends and future developments in ESG are expected to have a significant impact
  • How does current geopolitical turbulence affect the outlook for ESG
  • What methodologies drive the successful integration of ESG into long-term value creation for portfolio companies
  • How to balance immediate financial results with long-term ESG integration for value creation
  • How to stay on top of regulatory frameworks for reporting

Moderator:

Jennifer Wilson, CEO, Re:Co Insights

Speakers:

Avent Bezuidenhoudt, CEO, Earth Capital

Matthew Murphy, Portfolio Partner, CBPE

Aga Siemiginowska, Head of Sustainability, Oakley Capital

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Panel: Strategic exit: how to achieve strong returns in a challenging market
  • How to craft powerful equity stories against a challenging and dynamic macroeconomic backdrop
  • How vital is reliable data for swift, confident transactions and what steps should firms take to enhance their data's reliability
  • Strategies for finding buyers, enhancing exit readiness, and expanding the buyer universe

Moderator:

James Macleay, Investment Director, Westbridge

Speaker: 

Bevan Duncan, Partner, Livingbridge 

Laurent Samama, Managing Partner, Jolt Capital

Rajib Arjun, Partner, Chief Operating Officer, Altius Strategic Consulting

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Networking lunch
End of summit