Agenda

• Shifting LP Dynamics: Examine how market conditions, the denominator effect, and evolving allocation strategies are reshaping LP behaviour 

• Structuring & Storytelling: Explore how managers are tailoring fund structures and messaging to resonate with different investor types and regions 

• Technology & Access: Discuss emerging fundraising channels, including tech platforms, and the impact of SEC marketing rules on global investor outreach 

• Standing Out in a Crowded Market: Tackle the challenges of ODD, consultant engagement, and competing with large platforms to stay visible and win allocations

Explore how leading firms are evolving from using AI for simple sourcing to building proprietary models that codify firm knowledge. Unpack how technology is compressing diligence timelines, sharpening insights through data fusion, and paving the way for firms to develop their own AI-driven investment analysts. 

• GP and LP Perspectives on Responsible Investing Today: Explore how both sides of the capital stack are evolving their approaches—programmes, terminology, and expectations—in response to shifting priorities
• The Regulatory Ripple Effect: Assess how developments in Europe and new U.S. regulations (including California’s climate laws) are influencing strategy and reporting requirements
• Sustainability Data & Due Diligence: Examine how firms are ensuring responsible investment decisions, tracking impact, and building business resilience
• Looking to 2026: Discuss the future of responsible investing, including trends in disclosure, rebranding, and the potential rise of litigation or enforcement 

Workshop A: Defensive by Design - Downside Protection in a Changing Risk & Regulatory Landscape 

• Downside Protection in a Shifting Market: Explore how PE firms are adjusting strategies to mitigate downside risk amid economic uncertainty and valuation pressures.
• Navigating Regulatory Risk: Discuss how evolving SEC regulations and global compliance requirements are reshaping risk frameworks and operational priorities.
• Operational Safeguards: Examine how firms are enhancing internal processes, governance, and oversight to protect against regulatory and reputational risks.
• Protecting LP Value: Assess how managers are using covenants, portfolio diversification, and proactive monitoring to safeguard returns and maintain investor confidence.

Speaker: 

• David Ruff, Partner, Orrick
• Spencer Cohen, Partner, Orrick
   

Workshop B: The Next Era of Value Creation for Operating Partners - AI, Ops, and the Digital Shift 

• The Role of AI in Value Creation: Explore how operating partners are integrating AI into portfolio company transformation plans to drive efficiency and growth.
• Leading the Digital Shift: Discuss how AI is accelerating digital transformation and reshaping traditional operational improvement strategies.
• The AI Roadmap: Examine what the AI adoption journey looks like today and how it will evolve over the next 3–5 years.
• Future-Forward Thinking: Look ahead to how AI could redefine the role of operating partners and influence value creation across the private equity lifecycle.

Speaker: 

• Josh Clark, Director of Product Design, Affinity
• Grégoire Leleu, Operating Partner, Revaia
   

Workshop C: From Back Office to Boardroom - Driving Strategy, Scale, and Operational Excellence

• The Evolving Role of the COO: Explore how operational leaders are shaping fund strategy, scalability, and investor servicing in today’s complex environment.
• Building the Right Ops Team: Discuss how firms are hiring and structuring internal teams to manage fund operations effectively across geographies and strategies.
• Operational Infrastructure in Action: Examine how top-performing firms build and maintain systems for reporting, risk management, and regulatory readiness.
• From Back Office to Business Driver: Highlight how operational excellence is becoming a competitive advantage across private equity platforms. 

Speakers:  

• Susan Scutt, Managing Director, PE Portfolio Optimization at Partners Group
• Rebecca Granne, Senior Director at Advent International
• John Spiridis, Senior Vice President of Enterprise Growth & Services at Vector 
   

Workshop D: Collaborating on Co-Investments 

• LP Demand for Co-Investments: Explore why institutional investors are increasing allocations to co-investments and what they expect in return.
• Access, Selection & Speed: Discuss how GPs are balancing deal access, decision timelines, and alignment when offering co-investment opportunities.
• Structuring & Governance Trends: Examine evolving approaches to fees, control rights, and reporting in co-investment structures.
• Market Outlook: Assess how co-investments are being used strategically in today’s market—whether to boost exposure, manage fees, or mitigate risk. 

Speaker: 

• Anatoli Gavrilov, Managing Director, Flexstone Partners
• Richard Talley, Managing Director at UMB Fund Services

Explore the evolving state of secondaries in private equity, from LP-led sales to GP-led continuation vehicles and discuss pricing dynamics, liquidity pressures, and how secondaries are reshaping fund structures, investor behaviour, and exit strategies in a maturing and increasingly competitive market. 

• Building for Scale: Explore how firms are upgrading operational infrastructure to support growth, cross-border expansion, and new fund strategies
• Smart Outsourcing: Discuss how managers are leveraging outsourced solutions for fund admin, compliance, and reporting—while maintaining oversight and control
• Driving Efficiency Through Technology: Highlight howautomation, data integration, and real-time dashboards are improving accuracy, transparency, and investor servicing.
• Building Resilient Operations: Examine how third-partypartners are helping firms meet evolving regulatoryrequirements, streamline audits, and adapt to increasing LP expectations.