Agenda
Opportunity and Adaptability- Driving growth and value in a rapidly changing market
- Assessing the impact of Trump’s reforms and new regulations on dealflow and cross-border trading in the UK.
- Examining the effects of new tax policies and financial regulations in the UK, EU and elsewhere on PE firms and portcos.
- How can private equity firms keep value creation strategies on track during times of political uncertainty?
- How are access to finance and interest rates limiting a portfolio company’s ability to drive growth?
Speakers:
Aidan Robson, Managing Partner, Endless
Charlie Lyon Carroll, Investment Director, IW Capital
Dr. Manfred Puffer, Operating Partner, Apollo Global Management
Mathieu Frison, Partner, Charterhouse Capital Partners
- How can firms adapt value creation plans amid compressed valuations and rising interest rates?
- What are the barriers to effective collaboration between PE managers and portcos, and how can they be addressed?
- How can cooperation between deal teams and operating groups be improved, and why do governance initiatives occasionally fail?
Speakers:
Richard Haynes, Partner, Head of Value Creation Partners, LDC
Owen Cartier, Partner- Value Creation, Searchlight Capital
Rob Hetherington, Operating Partner, Bregal Milestone
Maria Orlowski, Partner, Value Creation, GTO Partners
Speakers:
Gilad G. Amir, Digital Operating Partner, Pollen Street Capital
Tommy O'Sullivan, Managing Partner, Beach Equity
- How to identify and secure the best talent that fits investment strategy?
- How fostering a culture that encourages creativity and risk taking leads to faster value creation?
- How HR tech platforms are streamlining recruitment, performance tracking, and employee engagement?
- How do private equity firms balance the need for top-tier talent with the long-term strategic goals of portfolio companies?
Speakers:
Polly Barnes, Operating Partner, EQT Ventures
James Markham, Senior Partner, Graphite Capital
- Timing of exits and the impact on GPs' ability to raise funds.
- How are GPs adapting exit strategies to maximise value in uncertain times?
- As exit timelines extend, how can firms focus on operational improvements to maximise value, instead of relying on multiple expansions?
Speakers:
Justin Maltz, Partner, Mobeus Equity Partners
Hugh Minnock, Investment Director, Foresight Group
- How can operational due diligence uncover growth opportunities and margin improvements to avoid common pitfalls?
- What steps should managers take to get from diligence to a defined end state, before negotiating a share purchase agreement?
- How will the role of technology diligence change in the next five years?
- How do PE firms leverage diligence to drive value beyond just assessment?
Speakers:
Marco Ferrara, Operating Partner, Limerston Capital
Christian Schmehl, Managing Partner, Hypax
James Craig, Portfolio Growth Director, Puma Growth Partners
Value Creation – The Portco’s View.
Peter Jones ("no, not that one"), CEO of events company Nineteen Group, gives the inside track on how Phoenix Equity's investment has helped drive growth over the last seven years. While it's been something of a buy-and-build spree, a significant push of organic and launch levers has also fuelled expansion. But how? He will also offer a glimpse into value creation plans for the next cycle, having opted for a ‘Season 2’ with the same GP.
Speaker:
Peter Jones, CEO, Nineteen Group
- What are the key barriers encountered when integrating AI into business operations, and how do GPs overcome them?
- Practical insights from obstacles met along the way, and how those lessons shape more effective AI strategies.
Speakers:
Francois Candelon, Partner Value Creation and Portfolio Monitoring, Seven2
Lewis Bantin, Partner and Head of Commercial Team, ECI Partners
Dr. Manfred Puffer, Operating Partner, Apollo Global Management
Facilitators:
Lizzie Meadowcroft, VCP Director, Operations, Carve Out & Integration, LDC
Awais Shafique, Operations Director, FSN Capital
- How to identify opportunities in high-growth regions like the Middle and Far East, Africa and India?
- The importance of understanding cultural, economic and regulatory differences when entering new markets.
- What are the methods of entering new markets – such as joint ventures, partnerships, or acquisitions – to maximise growth opportunities?
Speakers:
Valarie Monk, Risk & Compliance and Interim ESG Director, Montagu
Agenda
Opportunity and Adaptability- Driving growth and value in a rapidly changing market
Duncan Lumsden, Chief Content Officer, Real Deals
- How PE firms can align their strategies with growing ESG requirements to drive long-term value.
- How can PE firms turn compliance and policy shifts into opportunity? (Corporate Sustainability Reporting Directive (CSRD) and the Corporate Sustainability Due Diligence Directive (CSDDD)
- Integrating ESG to create cost efficiencies and future-proof investments amid changing regulations.
Facilitator: Helena Hausen, Investment Manager and Head of ESG, Beyond Capital Partners
Speakers:
Ashim Paun, Head of Sustainability Investing, Triton Partners
James Brooks, Founding Partner, Stanley Capital
Anna Olsson, Head of Sustainibility, CapMan Plc
Jennifer Flood, Head of Sustainability (North America), Investindustrial
- What is the ROI for cybersecurity investments in boosting retention, operational efficiency and access to markets?
- How can PE firms prioritise cybersecurity investments to enhance portfolio security and mitigate emerging risks for long-term value creation?
- How can portcos tackle ransomware threats, data breaches and prevent disruptions?
- How to build cross-company teams to prepare for the risk of cyber attacks.
- How do LPs define value creation in the context of their portfolio companies?
- How can GPs align with LPs to ensure their strategies meet both operational and financial goals?
- What are LPs’ expectations from GPs when it comes to driving value creation?
Speakers:
Jamie Hayford, Principal, Pantheon
Chloe Webster, Vice President, HarbourVest
- What has been your biggest value creation challenge in the past year?
- How did you approach solving it?
- What strategies or tools have you found most effective?
- What lesson did you learn from the experience that others could benefit from?
Facilitator: Richard Haynes, Partner and Head of Value Creation Partners, LDC