Keynote Interview/Speech

Why has private wealth suddenly been designed as the new el dorado? What kind of potential do fund managers see in the private wealth world? Is this interest a sign of desperation since institutions have reached their maximum allocation or is there true potential? Is this a revolution or an evolution? Can it be a game changer for private capital investors? Or a trigger for fundamental disruption for private markets? Are the institutional and private wealth worlds expected to converge or stay distinctively separated? What are the consequences of this convergence/separation? 

Panel Discussion

Private wealth has long been regarded as a complex, sub-scale and difficult source of capital. The potential is big, but allocations remain relatively limited. Why? What are the hurdles for a massive adoption? Can this happen fast? How can private markets scale in the midst of highly fragmented wealth channels and conflicting demands in terms of liquidity, returns, risks and holding periods? How do managers address the specific needs of private wealth? Are there already some lessons learned when it comes to offering private market products to private wealth? 

Panel Discussion

Private wealth requires education, advice and specific considerations (tax, time-horizon, wealth planning, succession). How do fund managers cater to these needs? What did they develop specifically for the wealth channel? What were the changes in terms of marketing and sales organization? Technology and systems? Product innovation? Can we say that private wealth requires a new playbook from fund managers? What are the most common pain points mentioned when it comes to serving private wealth, and how are they addressed? 

Stepstone Keynote

The wealth revolution is driving an era of unprecedented product innovation across private markets. From asset class selection to novel product structures, wealth managers are exploring new avenues to meet the evolving needs of affluent clients. This session, grounded in Stepstone’s research, will delve into the top strategic considerations for fund managers and distributors. Attendees will gain insights into the future of private wealth products—will a standard emerge to define the “ultimate” wealth product? 

Panel Discussion

Private market fundraising was for a long time an arm’s length business, at times with the help of placement agents. Private wealth can only be reached through generalist (and at times specialized) intermediaries. How does the private market industry address the knowledge gap and avoid mis-selling? How to effectively ensure that private wealth clients have the required understanding to opt for private market products? How can we ensure that there is a strong alignment of interest between highly sophisticated fund managers and relatively less experienced private wealth (or even retail) investors? How can fund managers support distributors? What are the lessons learned and best practices in that context?  

Panel Discussion

Evergreen products have been around for decades, but have recently acquired a new shine. According to Preqin, they were managing USD 350 bn in 2024. The number of funds has doubled to 520 over the last five years. Why such a sudden love affair? What has changed? Are evergreen funds on the verge to replace closed-end ones? Who are the typical clients for evergreen funds? What are the guidelines to keep in mind when recommending these products? How to benchmark them and convince clients of their effectiveness? 

Panel Discussion

While private markets are traditionally seen as illiquid, the wealth sector is fostering innovative liquidity solutions, from secondary markets to semi-liquid products. This session will explore the ideal balance of liquidity for wealth clients, considering varying needs across segments. Attendees will learn how fund managers and distributors can tailor liquidity strategies to meet these needs without compromising returns, potentially redefining the future of private capital for wealth clients. 

Panel Discussion

Private market products require patience. If private wealth clients usually have a long-term horizon, they also need to plan for the unexpected and also for their succession. What are the key tenets to keep in mind when building a portfolio of private market funds for private wealth clients? How do fund managers address the unexpected liquidity requirements? What are the best solutions to facilitate the transfer to future generations, in particular the one (source) to many (heirs) scenario?  

Panel Discussion

Private market funds have been adopted by life insurers as an eligible destination for investments. How to grow in favour? What are the challenges to address for private market funds to be even more attractive? Is there an ideal allocation of life insurance contracts to private markets? Is there an ideal private market product for life insurances? Is there a specific challenge to address when it comes to maturing contracts, and if so, how to address it? Is there a specific interest for ESG/ sustainability funds in this market? 

The IPEM Wealth Awards Ceremony is a prestigious event celebrating excellence and innovation in the private markets and wealth management industries. This exclusive gathering recognizes the standout achievements of firms, individuals, and partnerships that have made significant contributions to the democratization of private markets.

The part 1 of our ceremonies highlights four award categories, including:

• Best Private Market Product 2024 - UHNWI/HNWI
• Best Private Market Product 2024 - Mass Affluent
• Best Wealth Partnership 2024
• Best Fund Manager 2024

Join us for an evening of recognition, inspiration, and networking with leading figures shaping the future of wealth management and private markets. This event is an opportunity to celebrate industry leaders and their dedication to innovation, performance, and collaboration.