Agenda

Closing the gap: unlocking private equity's value creation potential

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Registration
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Chair opening remarks
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Keynote presentation - From the inside out: A CEO’s perspective on scaling value creation

Jay Shen, CEO, Transreport

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Opening Panel: Strategic vision 2025 : Roadmap for value creation in the UK and EU
  • How is today’s macro backdrop driving change in firms’ approaches?
  • How do you plan to adapt to market changes and emerging trends over the next few years?
  • What can PE firms do to keep their private equity value creation plans on track?

Moderator:
Stephen Edwards, Co-Managing Partner, Soho Square Capital

Speaker:
Tristan Nagler, Partner, Aurelius
Richard Haynes, Partner and Head of Value Creation Partners, LDC
Joe Petrusic, Partner, All Seas Capital
Charlie Lyon Carroll, Investment Director, IW Capital
Ipek Mutlu, Managing Director, Esas Holding

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Panel: Revolutionising talent management: attract and develop top-tier leadership
  • What channels and methods do we use to identify and attract top-tier leadership talent?
  • How does our talent management strategy align with our overall investment strategy?
  • How do we ensure our leadership compensation packages are competitive with industry standards?

Moderator:
Cordelia Dolan, Principal and Global Head of Portfolio Talent, InvestIndustrial

Speaker:
Daniel Kasmir, Co Head Leadership and Culture, Triton
Ruby Biring, Head of Talent, Livingbridge

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Morning coffee break
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Roundtables
Talent: Creating a high-performance culture
Facilitator:
Hande Yaşargil, Lead Coach, Insead

AI : What is your strategy ?
Facilitators:
James Craig, Portfolio Value Creation Lead, Puma Private Equity
Alpesh Doshi, Managing Partner, Redcliffe Capital

Cybersecurity: Are we forgetting the fundamentals?
Facilitator
Dee Parekh, Head of Cyber and IT Infrastructure, BGF
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Networking lunch
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Panel: Operational value creation: optimise operations for maximum return
  • What are the key operational areas where we can add the most value across our portfolio companies?
  • What best practices can we implement across our portfolio to drive efficiency and effectiveness?
  • How can we leverage technology and innovation to streamline operations, reduce costs, and enhance efficiency?

Moderator:
James Markham, Senior Partner – Value Creation, Graphite Capital

Speakers:
John C.R. Nery, Managing Director and Head of Investments, Squircle Capital
Pål Dale, Sr. Strategy & Operations Director, FSN Capital
Tomasz Kujawa, Investment Partner, Abris Capital Partners
Marvin Fletcher Rogers, Principal Consultant & UK Private Equity Lead,Sage

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Panel: Diversity gaps in leadership: a call for inclusive strategies
  • What is the current state of diversity in private equity leadership within portfolio companies?
  • How can we strategically promote future diversity in leadership?
  • Is it genuine or box-ticking? How can biases in recruitment and hiring processes be mitigated?

Moderator:
Xhulio Ismalaj, Reporter, Real Deals

Speakers:
Richard Sanders, Founder and Managing Partner, Sullivan Street Partners
Suzie Ruffley, Head of People and Culture, Foresight Group
Jordana Semaan, Head of Human Resources, Global Head of DE&I, Investcorp
Jacqueline Taiwo, CEO, BWAM

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Case study Transforming Value: Diverse approaches to value creation in private equity


Speaker:

Mark Vorbach, Founder, Managing Partner and CEO, Eldin Risk Partners.

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Afternoon coffee break
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Workshop A - Exit readiness; how do portfolio companies need to look in order to be exit ready?
  • What has changed in this respect over the last few months?
  • How do you develop and define a clear exit strategy for portfolio companies?
  • What specific actions do you recommend to strengthen their market position before exit?
  • What common challenges do you encounter during due diligence, and how do you address them?

Speaker:
Richard Shaw, Partner, Growth Capital Partners
Leo Scanavino, Director - Portfolio management and value creation, British International Investment
Hugh Minnock, Investment Director, Foresight Group
Justin Maltz, Partner, Mobeus

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Workshop B - Buy-and-build strategies: master roll-up tactics for scalable value
  • How do you identify and select target companies that align with the strategic vision of the portfolio company?
  • How do you prioritise growth opportunities post-acquisition?
  • How do you plan for a successful exit after executing a buy-and-build strategy?

Speaker:
Aidan Robson, Managing Partner, Endless
Jose Rodriguez, Managing Partner, Queen’s Park Equity
Tracey Huggett, Managing Partner, Future Business Partnership
Richard Shaw, Partner, Growth Capital Partners

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Panel: Digital transformation & AI: enhance portfolio performance with cutting-edge tech
  • What specific business areas do you focus on to drive value through technology?
  • How do you develop a data strategy for your portfolio companies to support AI and analytics initiatives?
  • What criteria do you use to determine the readiness for digital transformation?

Moderator: 
Kitson Symes, Partner, Singulier

Speaker:
Llewellyn John, Partner, FPE
Simon Williams, Founder, WovenLight
Alpesh Doshi, Managing Partner, Redcliffe Capital
Jamal Ismayilovas, Partner, AnaCap

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Panel: Driving Value: Integrating ESG enhancement in Private Equity strategies
  • What framework do you use to identify and quantify potential value creation through ESG initiatives in your portfolio companies?
  • How do you identify and mitigate ESG-related risks that could affect value creation in your portfolio?
  • What processes are in place for continuous improvement in ESG practices?

Moderator:
Victoria Brown, General Counsel, AnaCap

Speakers:
Tony Christensen, Director, Sustainable Investments, Position Green
Alex Bexon, VCP Director, ESG, LDC
Fiona Place, Head of ESG, BGF
Alison Prout, ESG Transformation Specialist, Agilitas Private Equity

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Chair’s closing remarks and networking drinks