Investment Week Private Markets Summit
Investment Week is pleased to invite registrations for its first dedicated Private Markets Summit, taking place at Pennyhill Park in Surrey on 9-10 May 2024.
Private markets have entered an exciting new era in the UK wealth management space as innovative fund structures and platforms are opening up growth opportunities, as well as prompting discussions about the role of private assets in client portfolios.
Building on the success of the private markets day at last year's Investment Week Alternatives Summit, this exclusive event will bring together wealth management leaders, heads of fund selection and private markets providers, including PIMCO, Apollo Global Management, Goldman Sachs Asset Management, Nuveen, AllianceBernstein, Aviva Investors and Schroders.
Investment Week and our guests will explore the opportunities available for wealth managers and fund selectors, including how they can navigate this rapidly-evolving space to find the best solutions for clients.
The Summit will feature sessions exploring the different fund structures available to UK wealth firms, their liquidity profiles and benefits for investors.
We will discuss how platforms and distributors are facilitating access to private market funds and their impact on innovation and the growth of this market.
Our speakers will also share their perspectives on the regulatory environment, as well as how wealth firms in the UK are approaching gaining access to private markets and responding to challenges.
In addition, we will be taking an in-depth look at a variety of private market strategies, tackling the complexities of private market valuations and looking ahead to key themes shaping the development of private markets.
Sessions include:
Keynote: Retailisation Structures - An Overview of Market Trends. Will Normand, Partner, Funds, Travers Smith
Will Normand discusses the evolution of private markets, providing an overview of the products and structures available to wealth managers and their clients, and offers insight into how their approaches and offerings are being adapted in response to changing investor preferences.
Panel Discussion: Understanding the risks and opportunities when investing in Private Markets
As increasing numbers of managers launch forays into private assets for the first time, we look at the risks to be managed and challenges to consider when integrating with traditional discretionary portfolios.
· What are private markets and why should you invest?
· How are private market assets valued and appraised?
· Understanding the operational challenges to overcome when investing in illiquid assets
· What are the key questions wealth managers need to be asking fund providers?
Keynote: Creating a Private Markets offering that meets the needs of your clients
With increasing demand and a more readily available and more liquid supply, private markets are becoming a more viable asset class for high net worth (HNW) and affluent investors. We examine the challenges firms face in developing an offering and then targeting and distributing to clients in a cost-efficient way that keeps both the compliance teams and regulator happy.
· An overview of Private Markets trends within the wealth management market.
· Ensuring that private assets are appropriate for your clients' needs and challenges.
· What do the different models mean for wealth mangers and how should they position and distribute these offerings?
· Examining the internal difficulties to overcome around education and understanding of these products.
Adam Croutear, Associate Director, Asset and Wealth Management Consulting, Alpha FMC
Louis de Watteville, Manager, Private Markets Strategic Advice, Lionpoint Group
Panel Discussion: Examining product innovation and structures for accessing private markets
This panel will explore the different fund structures available to UK wealth firms, their liquidity profiles and benefits for investors. We will discuss how platforms and distributors are facilitating access to private market funds and their impact on innovation and the growth of this market.
Our panel will also share their perspectives on how wealth firms in the UK are approaching gaining access to private markets and responding to challenges.
Raphael Drescher, Quintet Group Head Alternatives & Direct Investments, Brown Shipley
Barry Fricke, Managing Director, Head of EMEA Alternatives Distribution for Wealth, Goldman Sachs Asset Management
James Lowe, Sales Director, Private Assets & Investment Trusts, Schroders
Boardroom sessions at the Investment Week Private Markets Summit will also include:
The private credit opportunity, and the role of "semi-liquid" private markets funds in discretionary portfolios
Barry Fricke, Head of EMEA Alternatives Distribution for Retail and Wealth Management & Michael Magee, Managing Director in Private Credit, Goldman Sachs Asset Management
Beyond Beta: How to use Alternatives to replace Public Equity
Jason Singer, Partner and Global Lead for Product Development & Innovation, Apollo Global Management
Is Energy Transition Infrastructure the perfect asset class for investors?
Duncan Hale, Private Markets, Schroders Greencoat
Jack Wasserman, Private Markets, Schroders Greencoat
James Lowe, Private Markets, Schroders
Climate transition opportunities in real assets
Ria Shah, Investment Director, Aviva Investors
Sourcing income in private markets
Lalantika Medema, Alternative Credit Strategist, PIMCO
Key reasons to attend Investment Week's Private Markets Summit include:
- Hear more about the regulatory environment for private markets and regulators' expectations for wealth managers and fund selectors.
- Listen to platform speakers explore the differences between the structures available to access private markets, including liquidity profiles.
- Get an update on key trends shaping the investment landscape for private market funds
- Find out about a range of different strategies from private market investment managers including PIMCO, Apollo Global Management, Goldman Sachs Asset Management, Nuveen, AllianceBernstein, Aviva Investors and Schroders.
- Share insights on effective due diligence in this area and how private market vehicles can act as diversifiers in client portfolios.
- Network with peers and hear how they are gaining exposure to private market strategies.
To register for the Private Markets Summit as a delegate, email [email protected].
To find out more about sponsorship opportunities, contact: [email protected].
