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Attendees will have the opportunity to engage with peers, establish new relationships, and join dedicated workshops and sessions.
💡 By downloading the full program, you’ll gain a clearer understanding of the sessions IPEM has designed, as well as the Private Markets track, the Wealth track and summit topics that will be discussed during the event.
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?
| Speaker(s): |
| - Shane CLIFFORD - Head of Global Wealth | CARLYLE |
| - Frédéric GIOVANSILI - Deputy Chief Executive Officer | TIKEHAU CAPITAL |
| - Joshua HELFAT - Head of Private Investments for Global Alternative Investment Solutions | JP MORGAN PRIVATE BANK |
| - Shenal KAKAD - Head of Private Markets | BARCLAYS WEALTH AND INVESTMENT MANAGEMENT |
| Moderator(s): |
| - Matthew CRAIG-GREENE - Director | WAGTAILS PRIVATE MARKETS |
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?
| Speaker(s): |
| - Davide ELLI - Chief Executive Officer and General Manager | FIDEURAM ASSET MANAGEMENT |
| - Jan-Marc FERGG - Global Head Managed Solutions &. ESG | HSBC PRIVATE BANK |
| - Luc MARUENDA - Partner - Head of Wealth Solutions - Investor Relations | EURAZEO |
| - Jocelyn PIDOUX - Head of Asset Manager Solutions EMEA | ICAPITAL |
| Moderator(s): |
| - Simon JENNINGS - Head of Private Client Group EMEA & APAC | HARBOURVEST PARTNERS |
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?
| Speaker(s): |
| - Jose Luis GONZALEZ PASTOR - Managing Director | NEUBERGER BERMAN |
| - Peter Beske NIELSEN - Global Head of Private Wealth | EQT |
| - Erwan PAUGAM - Head of Private Wealth Solutions and Managing Director | ARDIAN |
| - Alisa WOOD - Partner | KKR |
| Moderator(s): |
| - Michael SIDGMORE - Partner & Co-Founder of Broadhaven Ventures and the AGM Studio, Founder of Alt Goes Mainstream | THE AGM COLLECTIVE |
Keynote Speech
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 will delve into the top strategic considerations for fund managers and distributors to provide insights into the future of private wealth products. Will a standard emerge to define the “ultimate” wealth product?
| Speaker(s): |
| - Michael ELIO - Partner | STEPSTONE GROUP |
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?
| Speaker(s): |
| - Gorka GONZALEZ - Managing Director - Head of Retail | BPIFRANCE |
| - David LIEBMANN - Deputy Sales Director Europe | UTMOST WEALTH SOLUTIONS |
| - Markus PIMPL - Co-Head Private Wealth Europe | PARTNERS GROUP |
| - Claire ROBOREL DE CLIMENS - Global Head of Private & Alternative Investments | BNP PARIBAS WEALTH MANAGEMENT |
| Moderator(s): |
| - Jean-Baptiste BOURDIÉ - Managing Partner Otentiq Private Markets, the wealth unit of Access Capital Partners | ACCESS CAPITAL PARTNERS |
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?
| Speaker(s): |
| - Agathe BUBBE - Director - Wealth Solutions - Investor Relations | EURAZEO |
| - Victor MAYER - Managing Director and Head of International Private Wealth | PANTHEON |
| - Greta TEOT - Head of Private Markets | MEDIOBANCA |
| - Jake WILLIAMS - Head of International Product Strategy, Wealth Management Alternatives | FRANKLIN TEMPLETON |
| Moderator(s): |
| - Tarun NAGPAL - Founder & Chief Executive Officer | S64 |
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.
| Speaker(s): |
| - Edouard BOSCHER - Head of Private Equity | CARMIGNAC |
| - Benoit DE KERLEAU - Managing Partner - Global Head of Strategy, Business Development & Special Projects | FLEXSTONE PARTNERS |
| - Raluca JOCHMANNN - Managing Director, Head of Private Markets Solutions | ALLIANZ GLOBAL INVESTORS |
| - Boris MAEDER - Managing Director and Head of International Private Wealth Distribution | COLLER CAPITAL |
| Moderator(s): |
| - Nicolas MOURA - CFA - Research Analyst, EMEA Private Capital | PITCHBOOK |
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?
| Speaker(s): |
| - Luigi CAPEZZONE - CIO and head of investment strategies | BANCA GENERALI |
| - Nicolò MISCIOSCIA - Partner & Head of Private Markets | DECALIA SA / DECALIA SIM |
| - Thomas RENAUDIN - Deputy CEO | PRIVATE CORNER |
| Moderator(s): |
| - Fabienne KONIK - Partner | EY |
Panel Session
Thematic specialist funds in private markets are increasingly targeting megatrends, key regions, and purpose-driven investments. This panel will explore if wealth clients, having accessed broad investment products, are now shifting toward thematic funds as their go-to strategy. Which themes—technology, healthcare, sustainability, emerging economies—hold the most promise? Why now, and what unique opportunities and risks are at play?
| Speaker(s): |
| - Anne-Laurence ROUCHER - Deputy CEO, Head of Private Equity and Natural Capital | MIROVA |
| - Martina SANOW - Partner & Head of Hg Wealth | HG WEALTH |
| - Pierre STADLER - Head of Thematics – Private Equity | PICTET |
| Moderator(s): |
| - Sasha BATICA - CEO | MARA |
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:
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.
by Banque Wormser
At a complex time for private equity, co-investment stands out as a game-changer for private investors. Not only it offers faster returns, shorter investment periods and lower costs, but also greater diversification and higher degree of selection for transactions. Pioneering in its offerings, Banque Wormser Frères goes a step further by extending access to mid & large cap private equity opportunity traditionally reserved for institutional investors, which remain especially resilient & sustainable assets.
By Archinvest
Followed by a complimentary lunch from 12:30PM to 1:30PM
by Altaroc
Frédéric Stolar, Managing Partner at Altaroc, will cover three key topics:
Through this conference, attendees will gain a clear understanding of why Altaroc is a key partner in the private equity space, combining financial and digital innovation.
| Speaker(s): |
| - Frédéric STOLAR - Managing Partner & Cofounder | ALTAROC |
Insights by Singulier, sponsored by Vertice and JLL
This session shares insights from Singulier's latest benchmarking on the organizational models and capabilities within PE operating teams. Whether you manage a lean generalist team or a full suite of specialists, discover how digital, data, and tech roles are reshaping operational strategies and gaining a roadmap to optimize your team's impact across portfolio companies.
| Speaker(s): |
| - Catherine CUTTS - Digital Operating Partner | KKR |
| - Will HARMAN - Principal and Global Margin Expansion Lead | APAX |
| - Arnaud HOUETTE - Managing Partner | EXTENS |
| - Sebastian KLARE - Managing Director | AURELIUS |
| - Lorenzo LEVI - Managing Director , Operating Partner and Global Co-Head Portfolio Management - Direct Private Equity | CDPQ |
| - Kaveri MISRA - Director, Digital | EMK CAPITAL |
| - Ellen Marie NYHUS - CEO Elevate | VERDANE CAPITAL |
| - Rémi PESSEGUIER - Managing Director | SINGULIER |
| - Kitson SYMES - Partner | SINGULIER |
Panel Discussion
Private wealth is clearly an area of interest for private markets. The journey towards mutual discovery is challenging as both private markets and private wealth channels are under permanent evolution. What does the European wealth market look like today in terms of geographical breakdown, type of investor, distribution channels, current private capital allocation and level of expertise? What are the main shifts underway in private wealth that fund managers should be aware of? Where is private wealth going? What are the challenges that private wealth is tackling, and how can private market fund managers be of assistance?
| Speaker(s): |
| - Richard HOPE - Global Co-Head of Investments and Head of EMEA | HAMILTON LANE |
| - Daniel IMHOF - Managing Director, Head of Client Solutions EMEA | ICAPITAL |
| - Fabio OSTA - Managing Director | BLACKROCK |
| Moderator(s): |
| - Agnes LOSSI - Partner | INDEFI |
Keynote Discussion
Based on the latest Oliver Wyman and Morgan Stanley Global Wealth and Asset Management report, the session will explore the global wealth management industry outlook in the context of rising life expectancy, identify revenue opportunities through a comprehensive retirement ecosystem approach, and evaluate the impact of the generative AI revolution over the past year.
| Speaker(s): |
| - Kamil KACZMARSKI - Partner Insurance & Asset Management and Private Capital | OLIVER WYMAN |
| - João Miguel RODRIGUES - Partner, Private Capital and Wealth Management | OLIVER WYMAN |
Panel Discussion
Great partnerships are the cornerstone of success in bridging private markets and wealth management. For GPs though, successfully distributing products to wealth clients presents unique challenges that differ from those of institutional investors. Wealth clients have distinct expectations around flexibility, transparency, and communication, requiring tailored investment solutions that can navigate their specific risk tolerances, liquidity preferences, and long-term goals. This panel will address how GPs can overcome these hurdles, from designing products suited to private wealth needs to implementing robust distribution strategies that build trust, ensure alignment, and scale effectively in a competitive market.
| Speaker(s): |
| - Amit POPAT - Partner & Global Head of Financial Institutions | MERCER INVESTMENTS |
| - Corinne SCHREIBER - Managing Director, Investor Relations | ASTORG |
| - Jeroen VAN LOM - CEO | AUREUS GROUP |
| - Michel-André VOLLE - Head of Investor Relations | MERIDIAM |
| Moderator(s): |
| - André SCHNURRENBERGER - Co-Founder and Managing Partner | NOVANTIGO |
Panel Discussion
Each private wealth client seems unique. However, fundamentally, they share common preoccupations that are often unspoken. What did fund managers learn from these interactions? Are financial returns the top priority? Or is it capital preservation? What about ethics and sustainability? What are the actual and real expectations from private wealth clients? Can they be segmented? What does it mean to design private capital products for these segments? Which ones were surprisingly relevant? Wildly off track? How did managers use these bits of practical knowledge in their daily activity?
| Speaker(s): |
| - Gaetan AVERSANO - Deputy Head of Private Markets Group | UBP - UNION BANCAIRE PRIVÉE |
| - Richard CLARKE-JERVOISE - Managing Director | ODDO BHF |
| - Véronique FOURNIER - Head of EMEA Wealth Distribution | APOLLO |
| - Mark SEROCOLD - Head of EMEA Wealth Management Solutions | ARES MANAGEMENT |
| Moderator(s): |
| - Katie ROYALS - Managing editor – PAM Insight | THE WEALTH NET |
Panel Discussion
With private market allocations by large single-family offices often surpassing 40%, only sophisticated endowments and sovereign funds compare. This session explores why family offices are deeply invested in private equity and examines their unique approach to co-investments, direct deals, and a wider asset range, including infrastructure and private credit. The session will explore their track record, the evolution of their strategies, and why private markets remain a staple in family office portfolios.
| Speaker(s): |
| - Pierre-marie DE FORVILLE - Co-founder & CEO | IVESTA FAMILY OFFICE |
| - Edouard DE JENLIS - MD | HOAK |
| - Laurence RENONDIN - Head of investments | EVEN FAMILY OFFICE |
| - Philippe ROESCH - Managing Partner | RIAM |
| Moderator(s): |
| - Cyril DEMARIA-BENGOCHEA - Head of Private Markets Strategy | BANK JULIUS BAER |
Panel Discussion
France and Monaco are wealth management centers with specific dynamics. France, in particular, has charted its own course in terms of taxes, regulation and private market product offering. What are the main evolutions that fund managers should know of? What works and what does not? In contrast, how should Monaco be considered? What are the best practices when working with local players on private markets?
| Speaker(s): |
| - Benjamin BROCHET - Deputy Chief Executive Officer of Crystal & President Asset Management | CRYSTAL |
| - Olivier DAUMAN - Executive Director - Global Head of Investor Relations Private Markets | CFM INDOSUEZ WEALTH MANAGEMENT |
| - Pierre-Olivier DESPLANCHES - Co-founder | ARCHINVEST |
| - Agathe LAURENT - Head of Private Equity Origination & Development | NATIXIS WEALTH MANAGEMENT |
| Moderator(s): |
| - Paul Edouard FALCK - Director of Private Wealth Solutions | REACH CAPITAL |
Panel Discussion
Southern Europe has been catching up economically with its northern cousin. As a result, new wealth has been created locally. Private wealth clients have also gained in sophistication and are now asking for private market products. Spain has notably created the FCR to facilitate this access. How should these markets be understood? Are there common evolutions? What are the major differences to keep in mind? What would be the recommendations?
| Speaker(s): |
| - Theo DELIA RUSSELL - Deputy Head Private Banking Division and Management Committee | MEDIOBANCA |
| - Alvaro GONZALEZ RUIZ-JARABO - Head Private Equity | ANDBANK |
| - SYLVIA MARTINEZ - PRIVATE MARKETS DIRECTOR | BANCO SABADELL |
| Moderator(s): |
| - Montserrat FORMOSO - Head of Private Markets - AlterForum | FUNDSPEOPLE |
Panel Discussion
While the DACH region shares a common language, does it also represent a unified approach to wealth management? If so, how could it be defined and how should private market fund managers explore it? Switzerland being out the EU, are there any specific dimensions to keep in mind when it comes to commercializing private market products to private wealth? How should Germany (and Austria) be perceived as wealth management centers? What about Liechtenstein? What are the recommendations to fund managers willing to serve local clients and partner up with local wealth managers?
| Speaker(s): |
| - Raphaela DR SCHRÖDER - Senior Investment Manager Private Markets | MAERKI BAUMANN |
| - Cyrille FLICHY - Head of Private Equity Investments | BANQUE CANTONALE DE GENEVE |
| - Christian SCHNEIDER-SICKERT - Founder & CEO | LIQID |
| - Viktoras VATINAS - Head Private Markets Investments | BANK JULIUS BAER |
| Moderator(s): |
| - Tim HENNING - CEO | PRIVATIZE |
Panel Discussion
Benelux can be characterized as an area of interest for wealth managers, notably because of the attractive tax treatment of private wealth clients (Belgium), but also because of the substantial size of private wealth in the local economies (Luxemburg). However, these three countries are also complex and require guidance and cultural awareness. What should private market fund managers know when addressing the needs of local private wealth clients? Are there evolutions underway that they should be aware of? How is Luxemburg’s life insurance industry positioned when it comes to European private wealth investors looking at private markets?
| Speaker(s): |
| - Raphael EBER - Partner - CEO | STONEHAGE FLEMING |
| - Hylke HERTOGHS - Managing Partner | MARKTLINK CAPITAL |
| - Eric ZUIDMEER - Head Private Equity Solutions | ABN AMRO BANK |
| Moderator(s): |
| - Jean-Philippe MAS - journalist | L'AGEFI |
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 2 of our ceremonies highlights five award categories, including:
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.
by LPEA
The session will explore where we stand on the democratization trend/evolution of Private Equity. It will include the identification of different type of individual investors (profile, country, wealth..), the evolution of products from a distribution point of view, the industrialization process for mass distribution of funds, the preferences on asset allocation and the impact of retailization on the operating model of GPs.
Welcome Words By Stephane Pesch – LPEA
Panel Discussion: Fuelling GP Growth and Fundraising with Individual Investors
– Markus Pimple – Partners Group
– Luc Maruenda – Eurazeo
– Alexandre Hector (moderator) – KPMG
Panel Discussion with Fund Distributors: Fund Distribution Models
Presentation of different distribution models, manage return expectations of more liquid vehicles.
– Sanjay Gupta – Moonfare
– Manuel San Salvador – Antwort
– Mathieu Perfetti – Société Générale Private Banking Europe
– Oliver Zwick (moderator) – Clifford Chance
Education of Retail Investors by Mathieu Perfetti – Société Générale Private Banking Europe
Closing Remarks by Mickael Tabart – KPMG
| Speaker(s): |
| - Luc MARUENDA - Partner - Head of Wealth Solutions - Investor Relations | EURAZEO |
| - Mathieu PERFETTI - Head of Private Markets | SOCIETE GENERALE PRIVATE BANKING (LUXEMBOURG) |
| - Stephane PESCH - CEO | LPEA - LUXEMBOURG PRIVATE EQUITY AND VENTURE CAPITAL ASSOCIATION |
| - Markus PIMPL - Co-Head Private Wealth Europe | PARTNERS GROUP |
| - Manuel SAN SALVADOR - Founder - Managing Parner | ANTWORT |
| - Gupta SANJAY - Chief Investment Officer | MOONFARE GMBH |
| - Mickael TABART - Partner, Head of Private Equity | KPMG LUXEMBOURG |
| Moderator(s): |
| - Alexandre HECTOR - Partner Private Equity | KPMG LUXEMBOURG |
| - Oliver ZWICK - Corporate Funds Partner | CLIFFORD CHANCE |
by FTI Consulting
This discussion explores the evolving cybersecurity landscape and key regulations like DORA and NIS2. It highlights their impact on private equity firms and portfolio companies, focusing on compliance, operational changes, and risk management, while offering insights to help your organization prepare effectively.
| Speaker(s): |
| - Thomas HUTIN - Senior Managing Director & Head of Cybersecurity France | FTI CONSULTING |
by AFFO
The conference will delve into the pivotal role of family offices in managing their long-term investments in private markets, emphasizing the necessity of building resilience against economic cycles. Speakers will share their insights, experiences or strategic approaches, including portfolio optimization methods, to navigate periods of economic uncertainty. A unique occasion to understand how family offices turn cyclical challenges into opportunities for sustainable growth.
| Speaker(s): |
| - Guillaume COURAULT - Délégué Général | AFFO - ASSOCIATION FRANÇAISE DU FAMILY OFFICE |
| - Frederick CROT - President | AFFO - ASSOCIATION FRANÇAISE DU FAMILY OFFICE |
By AMAF in partnership with Monaco For Finance
introduction by Mr Nicolas FEIT CEO Société Générale Private Banking (Monaco) as Chairman of the Commission for the Promotion of the Financial Marketplace
Two-Part Session: Understanding Monaco’s financial Regulatory Framework and Business Opportunities
Mrs Valentina SLOBODENIUK, Head of Investment Consultants, Edmond de Rothschild (Monaco)
Mr Olivier DAUMAN, Global Head of Investor Relations Private Markets, CFM Indosuez Wealth Management
Mr Anthony STENT-TORRIANI, CEO, Monaco Asset Management
Mr Massimo PASSAMONTI, CEO, Privatam
| Speaker(s): |
| - Olivier DAUMAN - Executive Director - Global Head of Investor Relations Private Markets | CFM INDOSUEZ WEALTH MANAGEMENT |
| Moderator(s): |
| - Nicolas FEIT - Président de la Commission pour la Promotion de la Place | AMAF |
Join dedicated workshops and sessions.
then, engage with peers in the networking area
After the ceremony at the Palais des Festivals each evening, join the finalists and winners to celebrate the best 2024 innovators across wealth management and private capital!
🕰️ From 6 PM on Jan. 29th and from 5 PM on Jan. 30th
(by invitation only)
🕰️ From 12:30 PM to 2 PM
Discover a summary of Thursday at IPEM Cannes | Wealth 2025 with the Photo Gallery (relive our events: Morning Run, Single Family Office Lunch, Sustainability Experts Lunch, Women Dealmaker Lunch,…
