Event Information

 

The Institutional Private Markets Investment Summit: a two-day event for the full decision making unit across operational strategy, investment management, and asset allocation. Day one will focus on private market operations and day two will focus on private markets investment and strategic asset allocation. 

Day one, the Private Markets Operations Forum will explore how investment operations professionals are managing increased regulation around reporting of illiquid asset holdings, increased use of blockchain, and the shift away from manual processes and use of excel. 

How are operations professionals addressing the fragmentations of asset classes, knowledge gap in technology, and not only accessing data, but extracting value from it? And how are they balancing cost, scalability, and flexibility of solutions and technology platform offerings?

Day two, the Private Markets Investment Summit will investigate the opportunities for various institutional investment groups as they seek to expand allocations to private markets for greater yield generation while simultaneously addressing the pain points in securing optimal outcomes. Our expert speakers will also examine how private markets can be used as a tool to meet the sustainability agenda and net-zero targets. How can asset owners use private market investments to create well-designed portfolios, whilst meeting cashflow needs?

Register your free place to attend our two-day event focused on private markets investment and private market operations, to learn and engage with industry leaders and market trail blazers.

RESERVE YOUR PLACE AT THE 2022 SUMMIT


KEY BENEFITS OF PARTICIPATING

BENEFIT 1
PREMIUM NETWORKING OPPORTUNITIES :

 

Benefit from two full days of in-person networking and learning opportunities and re-establish those all-important industry relationships and turbo-charge your network of connections. 

BENEFIT 2
PRIVATE MARKETS FOCUS :

 

Be part of an event that fosters communication and alignment between service providers and investment management, asset allocation, trusteeship, as well as investment operations professionals.

BENEFIT 3
INTERACTIVE AGENDA :

 

A research-led agenda featuring insightful keynote presentations, thought-provoking panel debates and engaging workshop sessions, designed to foster interaction, learning and engagement amongst the audience. 

 

BENEFIT 4
COLLABORATIVE WORKSHOPS :

 

Our unique Talking Table Workshops provide participants the opportunity to choose from three of four Workshops to attend, providing greater choice on subjects through which to interact with peers and learn from our experts.

BENEFIT 5
LEARN FROM INDUSTRY PIONEERS :

 

Your chance to explore the latest industry trends alongside the biggest names in the industry. Hear the perspectives of operations professionals and asset owners, and have your questions answered live. 

INDUSTRY PROFESSIONALS IN ATTENDANCE

Operational Roles

Chief Operating Officers
Chief Technology Officers
Chief Risk Officers
Heads of Data and Information
Chief Investment Officers

Investment Roles

Heads of Fixed Income
Heads of Asset Allocation
Investment Risk Officers
Heads of Operational Risk
Investment Consultants

Agenda

08:15 AM - 09:15 AM

WEDNESDAY 30TH MARCH - OPERATIONS FORUM - BREAKFAST AND NETWORKING

09:15 AM - 09:25 AM

Chairman's Welcoming Address

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:25 AM - 10:10 AM

KEYNOTE PRESENTATION: Automation and standardisation – How will the blockchain revolution transform Private Markets operations?

  • Darren Johnson

    Chief Operating Officer

    Impax Asset Management

10:10 AM - 10:55 AM

ROUNDTABLE DISCUSSION: Is inhouse innovation the only solution to creating solid operational platforms for each asset class?

  • Rodney Hutchinson

    Strategy and Consulting

    M&G

  • Martin Kwiatkowski

    Investment Operations Director

    abrdn

10:55 AM - 11:25 AM

KEYNOTE PRESENTATION: Propelling Private Markets into the future: Using AI to support cash flow planning and management

11:25 AM - 11:45 AM

MORNING REFRESHMENTS & NETWORKING

11:45 AM - 12:20 PM

TALKING TABLE WORKSHOPS - ROUND ONE

STREAM 1 : 11:45 - 12:20

Hosted by Framework

Topic to be confirmed. 

STREAM 2 : 11:45 - 12:20

Topic and host to be confirmed.

STREAM 3 : 11:45 - 12:15

Topic and host to be confirmed.

STREAM 4 : 11:45 - 12:20

Topic and host to be confirmed. 

12:20 PM - 12:55 PM

TALKING TABLE WORKSHOPS - ROUND TWO

STREAM 1 : 12:20 - 12:55

Hosted by Framework

Topic to be confirmed. 

STREAM 2 : 12:20 - 12:55

Topic and host to be confirmed. 

STREAM 3 : 12:20 - 12:55

Topic and host to be confirmed. 

STREAM 4 : 12:20 - 12:55

Topic and host to be confirmed. 

12:55 PM - 13:30 PM

TALKING TABLE WORKSHOPS - ROUND THREE

STREAM 1 : 12:55 - 13:30

Hosted by Framework

Topic to be confirmed. 

STREAM 2 : 12:55 - 13:30

Topic and host to be confirmed. 

STREAM 3 : 12:50 - 13:30

Topic and host to be confirmed. 

STREAM 4 : 12:55 - 13:30

Topic and host to be confirmed. 

13:30 PM - 14:20 PM

LUNCH BREAK & NETWORKING

14:20 PM - 14:55 PM

KEYNOTE PRESENTATION: Balancing cost, scalability, and flexibility: what are fund operations prioritising when searching for solutions?

14:55 PM - 15:30 PM

KEYNOTE PRESENTATION: Establishing a single point of truth: Overcoming the challenge of fragmentation in Private Markets

  • Justine Anderson

    EMEA Chief Operating Officer

    BlackRock

15:30 PM - 16:10 PM

ROUNDTABLE DISCUSSION: Is working from excel obsolete? What are the critical stages to systematising and streamlining workflows?

  • Emma Cullen

    Chief Operating Officer

    Fiera Real Estate

16:10 PM - 17:30 PM

CLOSING REMARKS & DRINKS RECEPTION

08:15 AM - 09:10 AM

THURSDAY 31ST MARCH - INVESTMENT SUMMIT - BREAKFAST AND NETWORKING

09:10 AM - 09:20 AM

CHAIRMAN'S WELCOMING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 AM - 10:00 AM

GUEST PRESENTATION: Economic recovery and financial stability: supporting investment in infrastructure and private equity for sustainable development

10:00 AM - 10:45 AM

PANEL DISCUSSION: Using the flexible nature of private markets to pool capital and seize opportunities to meet net zero targets

  • Prasun Mathur

    Head of Private Assets - Annuity Asset Origination

    Aviva

  • James Lawrence

    Head of Investment Proposition

    Smart Pension

  • Nenna Gilmour-Platt

    Senior Investment Manager

    Just Group

  • Ben Grainger

    Director UK Investment Advisory

    EY

10:45 AM - 11:15 AM

CASE STUDY PRESENTATION: Understanding the hidden cost in fees: Are fee structures around impact accurate and effective?

  • Corrado Pistarino

    Chief Investment Officer

    Foresters Friendly Society

11:15 AM - 11:30 AM

MORNING REFRESHMENTS & NETWORKING

11:30 AM - 12:05 PM

TALKING TABLE WORKHOPS - ROUND ONE

STREAM 1 : 11:30 - 12:05

Hosted by Tikehau Capital

STREAM 2 : 11:30 - 12:05

Topic and host to be confirmed. 

STREAM 3 : 11:30 - 12:05

Topic and host to be confirmed. 

STREAM 4 : 11:30 - 12:05

Topic and host to be confirmed.

12:05 PM - 12:40 PM

TALKING TABLE WORKSHOPS - ROUND TWO

STREAM 1 : 12:05 - 12:40

Hosted by Tikehau Capital

STREAM 2 : 12:05 - 12:40

Topic and host to be confirmed. 

STREAM 3 : 12:05 - 12:40

Topic and host to be confirmed. 

STREAM 4 : 12:05 - 12:40

Topic and host to be confirmed. 

12:40 PM - 13:15 PM

TALKING TABLE WORKSHOPS - ROUND THREE

STREAM 1 : 12:40 - 13:15

Hosted by Tikehau Capital

STREAM 2 : 12:40 - 13:15

Topic and host to be confirmed. 

STREAM 3 : 12:40 - 13:15

Topic and host to be confirmed. 

STREAM 4 : 12:40 - 13:15

Topic and host to be confirmed. 

13:15 PM - 14:05 PM

LUNCH BREAK & NETWORKING

14:05 PM - 14:10 PM

STREAM OPENING ADDRESS: IMPACT INVESTING FOR THE FUTURE & STRATEGIC ASSET ALLOCATION 

Chairman's Opening Remarks

  • Noel Hillmann

    CEO

    Clear Path Analysis

14:10 PM - 14:35 PM

STREAM SESSIONS: IMPACT INVESTING FOR THE FUTURE & STRATEGIC ASSET ALLOCATION 

STREAM 1 : 14:10 - 14:35

KEYNOTE PRESENTATION: How can DC investors overcome the hurdles of investing in private markets?

  • Alan Greenlees

    Head of DC Investment & Senior Consultant at XPS Pensions

    XPS Investment

STREAM 2 : 14:10 - 14:35

KEYNOTE PRESENTATION: Key drivers, benefits, and risks: Are open ended funds the ‘new normal’ for private market investors?

14:35 PM - 15:00 PM

STREAM SESSIONS: IMPACT INVESTING FOR THE FUTURE & STRATEGIC ASSET ALLOCATION 

STREAM 1 : 14:35 - 15:00

KEYNOTE PRESENTATION: Looking beyond KPI's: Are the ESG targets that are used to structure private market deals really meaningful?

  • Simon Whistler

    Senior Specialist- Real Assets

    Principles for responsible Investment

STREAM 2 : 14:35 - 15:00

KEYNOTE PRESENTATION: Managing cash flow: Over-investing to seek returns in a low yield environment. What are the risks? 

15:00 PM - 15:40 PM

STREAM SESSIONS: IMPACT INVESTING FOR THE FUTURE & STRATEGIC ASSET ALLOCATION 

STREAM 1 : 15:00 - 15:40

PANEL DISCUSSION: The environment and governance dilemma in emerging markets - achieving transparency in private markets to meet high governance standards

  • Chris Palmer

    Head of Illiquid Asset Origination

    Phoenix Group

  • Joe Dabrowski

    Deputy Director of Policy

    PLSA

STREAM 2 : 15:00 - 15:40

PANEL DISCUSSION: Closing the knowledge gap - How can asset owners access private markets to build sustainable portfolios?

  • Matt Simms

    Trustee

    Hermes Group Pension Scheme

  • Christoph Junge

    Head of Alternatives

    Velliv

  • Simeon Willis

    Chief Investment Officer

    XPS Pensions Group

15:40 PM - 16:05 PM

AFTERNOON REFRESHMENTS & NETWORKING

16:05 PM - 16:50 PM

CASE STUDY ADDRESS: Data and transparency: How are asset owners navigating the opaque nature of private markets?

 

16:50 PM - 17:35 PM

SPECIAL GUEST ADDRESS: Interest rates, monetary policy, and inflation: Global economic recovery and the role of private markets

  • James Pomeroy

    Global Economist

    HSBC

17:35 PM - 18:30 PM

END OF SUMMIT & DRINKS RECEPTION 

MARKET INSIGHT & INTELLIGENCE

 

image not found
EVENT

Fund Operator Summit | Europe 2022

EVENT DATE
15 - 17 NOVEMBER 2022

Details
image not found
EVENT

Institutional ESG Investment Summit | Europe 2022

EVENT DATE
14 September 2022

Details
image not found
EVENT

Institutional Fixed Income Summit | Europe 2022

EVENT DATE
8 June 2022

Details
image not found
REPORT

Investing in Fixed Income, Europe 2022

PUBLISHED
31 JANUARY 2022

Details

GET IN TOUCH TODAY

 

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

TESS COLEMAN

Operations Manager

tesscoleman@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com

CONTENT ENQUIRIES

IAN WALLACE

Content Producer

ianwallace@clearpathanalysis.com