David Smith, Senior Managing Director & Co-Head of Co-Investments at Capital Dynamics
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David Smith


Senior Managing Director & Co-Head of Co-Investments
Capital Dynamics

Check out the incredible speaker line-up to see who will be joining David.

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Day 2

Friday, March 9th, 2018


12:25 INTERVIEW: How can data-driven research and smarter investment approaches allow for more effective deal sourcing and capital deployment?

  • Identifying what type of differentiation in deal sourcing works in a market where capital deployment is increasingly more challenging

  • What are the more disciplined research strategies that really work when sourcing off-market investment opportunities?

  • How can you demonstrate alpha in a market where GP quality and deal sourcing capabilities are increasingly scrutinised?

  • Evaluating metrics for measuring the success of a deal: IRR vs money multiples- what works best and why when showing capabilities in deal sourcing

16:45 THE INVESTOR STORY: Evaluating how co-investments have changed the attitude and behaviour of investors towards private equity

  • What are the returns being seen in the co-investment market in Europe?
  • How have reduced fees changed attitudes to more expensive private equity deals?
  • Evaluating what opportunities cost investments has provided regarding further deal opportunities and exposure to other markets
  • Discovering how can capital deployment be increased with fund managers and how this reduces the J-curve effect with private equity investing
  • Overcoming concerns of FoFs and GPs to do co-investments