Destined to Outperform

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9.45 AM | Welcome

10.00 AM | Keynote: Is infrastructure the thematic investment of our era? 

Thematic investing along the big picture – energy transition, transport decarbonization, waste, circular economy. 

10.30 AM | Panel: Making the case for infra across the spectrum 

Private infrastructure investing has come a long way from its roots. The spectrum of strategies now on offer requires more nuanced decisions on how to access opportunities. This session will feature representatives to make the case for core, core plus, value-add, and opportunistic strategies. 

11.15 AM | Break 

11.30 AM | Panel: Staying ahead of the curve 

The definition of infrastructure is constantly expanding to now include assets that a few years ago would not have been considered so. What does this mean for investors trying to stay ahead of the curve? What are the non-traditional assets of the future with infrastructure characteristics? How do funds get comfortable with defining opportunities over the long term? What is the outlook for PE vs. Infra hybrid investments?  

12.15 PM | Lunch 

2.00 PM | Reimagining public-private collaboration to realise the energy transition

In order to decarbonise, the public sector must mobilise vast sums of capital at scale into renewable energy solutions. Private capital funds are one channel through which political ambition can achieve real results on the ground. But what challenges do municipalities and public bodies face? How can private funds partner with public bodies to deploy capital where it’s needed most? With the climate emergency, does the industry have time to reimagine the the public-private partnership? 

2.45 PM | Panel: Opportunities in energy transition – at a tipping point?

Within the energy transition strategy, investors can gain access to a wide variety of incumbent and emerging renewable technologies. This session will gather those at the forefront to explore sourcing, definition and viewpoints on the many colours of energy transition. 

3.30 PM | Break 

3.45 PM | Panel : Infrastructure as a net zero catalyst

For investors with a sustainability focus, there are many paths to net zero. This interactive session will explore how sustainability and decarbonization are being tackled by funds across different investment strategies. The discussion will then focus on the relative advantages, opportunities, and risks within each.  

4.30 PM | Switching on the digital infrastructure 

Digital infra hit its highest share of fundraising, as demand for data centers, telecoms, and fiber continued to attract capital. With rising rates and increased competition, what is the outlook now? 

5.00 PM | Networking 

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9.45 AM | Presentation: Market outlook on credit market trends

The opening address will set the market context for the year ahead, with a particular focus on default risks, credit quality, and recessionary and inflationary pressure.

10.15 AM | Panel: The why – has the long-awaited buying opportunity arrived?

Rates and inflation have just spelled the end of the longest market cycle in recent memory. This panel of investors will share their views on where the asset class is now and how its positioned to take advantage of price dislocation.

11.00 AM | Break 

11.15 AM | Panel: The what – the restructuring toolkit

Taking stock of the tools now at the disposal of companies, lenders, and shareholders to understand how restructuring can now be implemented. The panel will touch on the internationalization of cases, updates to the European framework, and look back at completed cases for lessons learned.

12.00 PM | Fireside chat: The how – how distressed investors create value

Going behind the scenes, we look at how investment funds build the sourcing, trading, and post-deal capabilities needed to execute a distressed platform in Europe today. What is at stake when you must negotiate with a pool of lenders? What conditions make for the ideal investment? What happens next?

12.30 PM | Lunch

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9.45 AM | The big picture 

• Why
• Where 
• How

10.15 AM | Is SaaS overinvested? 

The quest for parabolic returns in software has come to define venture capital in recent years. Yet as the market turns, it presents an opportunity to look at other pockets of value for the asset class.  

11.00 AM | Break 

11.15 AM | Tech & VC Secondaries 

11.45 AM | Venture strategies – a long winter ahead? 

Investors advocate that strong and successful programs in VC come from backing the most successful managers – even in times of market corrections. How are LPs viewing their approach? Entrepreneurs are having to reset their valuation expectations. VCs are playing the waiting game. How do deals start to move again? What is the environment like for putting capital to work? 

12.30 PM | Lunch

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2.15 PM | The big picture

2.45 PM |  Is impact the endgame for ESG?

The widespread adoption of ESG policies among the industry has left those wanting to differentiate seeking a new sustainability mission. Taking a crystal ball, we consider whether the definition of sustainable investing will evolve as the planet gets to grips with unprecedented environment and social challenges.

3.30 PM | Break

3.40 PM |  Building bridges – connecting impact capital with opportunities

This section will provide the audience with an understanding about the impact players who are active in the market today, their strategies and mission.

• Health
• Education
• Tackling Inequality
• Climate Action
• Ocean
• Land Degradation
   

5.30 PM |  Networking

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2.15 PM | Introduction & Welcome

An explainer about the purpose and objectives of the summit – to raise awareness of different topics on the DEI agenda, then reimagine how next-generation firms can be designed with inclusivity at their core. 

2.30 PM | Topic 1: What does neurodiversity mean to private capital outperformance?

Neurodiversity, the appreciation that people experience and interact differently in the world, is gaining traction within the DEI agenda. This panel will shine a light on the subject, including how it can support access to new talent and increase representation in decision-making processes.

2.50 PM | Topic 2: Gender diversity - continuing the upward trend or guilty of "women washing"?

Is the industry at a tipping point for female representation or just paying lip service? Whilst more non-investment roles are now occupied by women and mid and junior-level representation in deal teams is also trending upwards, the statistics are slow moving. Are organizations sincere about real change, or is it tokenism? What should firms be doing to attract, retain and promote this talent? How does the industry build flexibility for all into its roles?

3.10 PM | Topic 3: What can the industry do to advance ethnic minorities?  

Representation among ethnic minority groups drops as seniority increases. This session will explore the causes, the challenges, and the steps firms can take to improve the situation.

3.30 PM | Break

3.45 PM | A blueprint for the future - redesigning the modern business with inclusivity at its core

Despite progress, the challenge facing most modern companies is that they remain patriarchies - a barrier to them being fully diverse, equitable or inclusive. This panel will be asked to apply their experience to design an organization for the next generation.  What would it look like? What values would it have? How would it take decisions? How would it outperform?

3.30 PM | Break 

The session will be hosted by INDEFI (strategy consultants dedicated to the asset management industry).

Start your IPEM experience on the right foot. 
Come practice your fund's pitch in 3 minutes during an interactive workshop.
Gather instant feedback from your peers and experts from INDEFI Sustainable Finance. 

Number of seats: 10 GPs maximum
Duration: 60 minutes

By King & Spalding

Delving into the dynamics of P to P transactions, benefits and challenges of using take private strategies to unlock new investment opportunities for Private Equity and private debt funds.

For many years, tech entrepreneurs and investors have enjoyed a supercycle in both Europe and China. While the macro environment is clearly challenging, there are exciting prospects for Chinese and European VCs to develop new partnerships!

By Jolt Capital

A masterclass (to learn the most important concepts in GenAI), a demo (to see in action the AI platform Jolt.Ninja dedicated to PE), and a panel of practitioners (to understand how GPs and LPs use machine learning and natural language processing in their activities).

Masterclass on GenAI proposed by Patrick Perez (Scientific Director at Valeo.ai)

Invitation Only

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After a busy day of meetings, networking and content join the growth investor community for drinks and canapés! 

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The IPEM Official Dinner is an exclusive and distinguished event with a limited, but curated, list of guests. It is the perfect event for networking in an intimate environment.

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9.45 AM | Panel: The big picture on Secondaries 

An opening scene-setter with 10min snapshots from each corner of the market – the investor, the advisor and the fundraiser. 

10.15 AM | Trends to watch in the GP market  

This session will consider the prospects for the GP-led market in a tougher market for exits and longer holding periods. Is a re-evaluation for continuation funds taking place? And what is the LP appetite for these vehicles, now? 

11.15 AM | Break 

11.30 AM |  Resurgence of the LP market 

The great portfolio rebalancing continues. What are the expectations for market trends in the year ahead? This panel will explore how LPs think about liquidity solutions within their portfolios and touch on managing liabilities in secondary transactions.

12.30 PM | Lunch

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9.45 AM | Keynote: Is private credit a new megatrend? 

Private credit has been called a long-term megatrend for LPs with strong tailwinds for growth in the market. What are the reasons why and does it deserve that accolade? 

10.30 AM | Panel: How private debt is positioned to outperform? 

There’s a lot to like about private debt – experienced managers, stable performance, and downside protection.  But what do investors need to be cautious of when evaluating private debt commitments? How do new entrants break through? Is the market gravitating towards fewer, larger managers? How to make sense of the refinancing wall? 

11.15 AM | Break 

11.30 AM | Fireside chat: What does the dominance of direct lending mean for markets? 

Direct lenders will soon account for the lion’s share of European loan financing and direct lenders are providing solutions across small, medium and large cap companies and up and down capital structures. Where does it lead? This session will look into the crystal ball to explore how big direct lending can become.

12.00 PM | Lunch 

2.00 PM | Flexible capital – for opportunities that don’t fit the mold

Headwinds in the economy are a tailwind for flexible capital solutions. This growing segment presents a wider opportunity set for lenders to source, evaluate and invest in higher yielding, more complex capital structures. This session will dig into the characteristics, return profile and opportunities it presents.  

2.45 PM | Are market conditions changing the game for sustainability  

In a rising rate environment, is there greater flexibility on pricing for ESG-linked loans, and is this a differentiator for lenders? What are the growth prospects? Can the industry be more ambitious? 

3.30 PM | Break 

3.40 PM | Portfolio construction for all corners of private credit

How do LPs capitalize on opportunities that don’t quite fit the mold? The yield is great. It’s low volatility. And nicely diversified. It’s everything you want in a private credit investment. But where do you put it? As the asset class expands and more esoteric strategies emerge, this session will consider why agility matters in private credit portfolios.

4.20 PM | Why every mid-market CFO needs to know a debt fund

The march of private debt is disrupting an age-old relationship – that between a finance director and their relationship banker. How do firms build relationships that feel like a long-term partnership? Will relationships go beyond financial sponsors? Are debt funds working from the coverage bankers’ playbook? What do today’s mid-market CFOs need – and does private credit have all the answers? 

5.00 PM | Networking 

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9:45 AM | The credential conundrum for sustainable investing 

The obstacle facing many first-time managers is that of track record. Yet combine that with an investment strategy based around innovative technology, such as climate tech or regeneration, the effect can be a double whammy. How do emerging managers go about attracting capital into sustainable strategies?

10.15 AM | Connecting capital – manager showcase

11.15 AM | Break

11.30 AM | Fireside chat: Breaking through - a third way to succeeding with emerging strategies  

11.45 AM | How do you run a successful emerging manager program?

As a source of potential outperformance, this session will consider how LPs can capitalize by setting up an emerging manager program.

12.30 PM | Lunch Break

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2.15 PM | Intro: The big picture 

2.45 PM | Democratisation – a patchwork? 

This session will consider the technical aspects around democratisation in Europe, where regulatory frameworks and jurisdictional challenges abound. What have been the breakthroughs? What hurdles remain? Where will we be in 5 years? 

3.45 PM | Break

4.00 PM | The investor perspective

This session will consider what wealth managers and platforms need from private markets firms. How should firms approach product innovation for retail market? Where is demand greatest – and why? Where do private markets fit in a rising rates environment? 

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2.15 PM | The Big Picture

An overview of climate investing and opportunities for private markets funds.

2.45 PM | The LP View: How can climate investing catalyze a deeper and more effective LP/GP conversation?

This roundtable will focus on how climate as an investment theme can foster stronger relationships between investors and managers. What competencies and expertise have LPs had to develop to assess the credentials of a manager? What environmental KPIs? What type of pressure do their own stakeholders have to shift their investment policies towards sustainability? How do they integrate the resilience of companies into their investment thinking?  Macro v micro - how well equipped is the private markets asset class as “bottom-up” investors to generate returns from the biggest macro issue of our generation?

3.30 PM | Break 

3.45 PM | The GP View: The many paths to net zero

Private capital is targeting the green transition at every stage of the investment lifecycle. From the early stage through to LBO, and across PE, infra, and credit, there are many strategies into which investors can deploy climate capital.

4.30 PM | The Portfolio View: How companies of the future will navigate economic transition

Reaching net zero not only requires investment into innovative clean technologies, but transformation of existing companies to a more sustainable future. This places additional pressure on management teams to deliver on the green transition. What is the task ahead for private equity portfolios? What expertise do management teams require from private equity owners? How does it change the traditional approach to value creation?  

By Orrick Herrington 

Infrastructure sector is at the crossing point of global disruptions and rapid market evolution, including evolving social and environmental priorities and needs, having a significant impact on transaction structures and the way investors are investing, reducing the historical infrastructure distinction between brownfield and greenfield.

By SESAMm

Join us for an educational session that delves into the role of artificial intelligence in identifying and assessing ESG controversies within private companies. Learn how machine learning algorithms can parse through immense volumes of textual data to spotlight governance irregularities, environmental risks, and social issues. The session aims to give attendees a nuanced understanding of how AI technology shapes the future of sustainable and risk-aware investing.

By Theta Capital Management

Are You Exploring Crypto and Blockchain VC Investments?
How should a traditional investor approach the space?  In this roundtable format – this is your opportunity to ask, learn and discuss with a leading blockchain VC allocator and how they see investment opportunities in blockchain technology from a traditional investor’s perspective. Learn from their insights having allocated over 600mm to crypto VC firms over a 6 year period.  You will also have the opportunity to hear from one of the leading Crypto VCs and how their investment thesis has led to outsized returns.

About Theta Capital:
About Theta Capital Management
Theta Capital Management is a leading global investor in crypto-native VC funds, having deployed more than $600mln in the strategy since 2018. The Theta Blockchain Ventures program offers investors broad exposure to the most promising blockchain technology companies and protocols from their earliest-stage, private rounds. Theta Capital Management was founded in 2001 and has over $1.1bn invested in alternative investment funds.

In partnership with France Invest Operating Partner Club 

The number of in-house Operating Partners has doubled in France over the past 5 years. Their benefits are threefold:

• They present a compelling value proposition for Management Teams during the due diligence phase;
• They not only contribute significantly to mitigate operational risks but also unlock the full potential of value creation for portfolio companies;
• They exert a positive impact on funds returns, both financially and extra-financially, thus attracting Limited Partners (LPs) during fund raising.

The primary objective of this workshop is to share insightful findings from an exclusive survey that delves into the impact of Operating Partners when working in close collaboration with Management Teams. These findings are based on valuable feedback received from prominent C-level executives in France, supplemented by comprehensive GP performance data. This study was conducted by the Operating Partners Club of France Invest, first of its kind in Europe, in partnership with the Private Equity Performance Improvement (PEPI) team of Alvarez & Marsal in France.

Sponsored by 

Invitation-only
Partner event organized by Jones Day & France Invest 

Invitation Only
Partner event organized by France Digitale