Mark O'Hare, CEO at Preqin
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Mark O'Hare


CEO
Preqin

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

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Day 2

Friday, March 9th, 2018


09:20 DISCUSSION PANEL: Genuine fund differentiation-What do European funds need to offer to stand out and survive in Europe’s private equity market?

  • What makes your strategy unique within the PE space?

  • Where do you see most of your investment opportunities today and in the future?

  • What does true differentiation constitute for your investors?

  • Evaluating the balance between high fees and full transparency- with a quality manager, where is the balance for the investor and how does this impact on fund choice?

  • Where can investors find these funds and how accessible are they to get into? What are the investment realities?

  • Are you seeing signs of GP strategy drift in a competitive market? Is there once again a bifurcation between the ‘haves’ and ‘have-nots’?

15:00 DISCUSSION PANEL: What does value creation really mean to you?

  • An outline of LP’s criteria for what good value creation is for them
  • How do they evaluate value add and what is really important? Sustainability, profitability- what mix is needed
  • Real examples of the dream vs. reality -How has the attitude towards ESG changed and how integrated into current due diligence and value add is it now?
  • How has asset allocation changed in reflection to real value add?
  • How do GP’s differentiate value creation strategies in practice?
  • What role does leverage play in value creation in today’s market?
  • How do GPs create growth in a low growth environment?

16:20 INTERVIEW: How is the growing appetite for co-investments influencing fundraising strategies?

  • How are GPs dealing with increased requests for co-investments?

  • What are the conflicts of interest that need to be identified and addressed?

  • How central is that promise of co-investments becoming to get funds raised?

  • How are GPs managing co-investment requests once investors are in the fund?

  • What is the reality of GPs forced to do deals given increasing pressures in co-investments and how does this impact returns?

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