LP-led agenda to cut through a noisy market

 

What to expect

The NEXUS 2027 agenda is built around the debates shaping private markets, from convergence and the liquidity reset to AI, private wealth and resetting the GP-LP relationship. Intentionally curated to build the conviction to lead the next cycle. 

Download the preliminary agenda to see where capital will flow next. 

Download preliminary agenda (opens in a new tab)

 

Loading
07:30 AM
  1. Guided Yoga (for all levels)
    60 mins
    A guided yoga session offers the perfect moment of calm before the energy of NEXUS takes over, an opportunity to clear the mind, restore focus, and arrive at the conference floor at your very best.
10:30 AM
  1. Networking coffee break
    750 mins
10:45 AM
  1. Networking Coffee Break
    30 mins
12:00 PM
  1. Golf: The NEXUS Cup
    300 mins
    Tee off alongside the industry's most influential investors and managers in NEXUS's signature tournament.
02:00 PM
  1. Culinary Class
    120 mins
    A bespoke, hands-on culinary experience curated to bring senior leaders together in one of the most intimate settings imaginable.
  2. Hiking
    120 mins
    A guided expedition through Scottsdale's breathtaking landscape, offering a rare and restorative setting for attendees.
  3. Pickleball
    120 mins
    A NEXUS favorite where senior leaders trade courtside rallies for boardroom relationships.
  4. Wine Tasting
    120 mins
    Join a select group of peers and designed for the unhurried conversations that define lasting partnerships.
04:00 PM
  1. LP Mixer
    60 mins
    An exclusive, invitation-only gathering for the world's most prominent capital allocators to convene before the main programme begins.
05:00 PM
  1. NEXUS Grand Opening Cocktails
    120 mins
    An elegant welcome reception marking the start of four days of unrivalled networking at the world's premier private markets summits.
07:00 PM
  1. Exclusive Dinners
    120 mins
    By invitation only, these dinners bring together a carefully curated group of industry leaders for a private dining experience.
07:00 AM
  1. Run Club
    60 mins
    Join fellow attendees for an invigorating morning run through Scottsdale's stunning landscape, the perfect way to start the day sharp, energised, and connected before the main programme begins.
07:30 AM
  1. Guided Yoga (for all levels)
    60 mins
    A guided yoga session offers the perfect moment of calm before the energy of NEXUS takes over and arrive at the conference floor at your very best.
08:00 AM
  1. Networking Breakfast
    30 mins
    ** Exclusive to pension funds, sovereign wealth funds, endowments, and family offices ** A closed-door session bringing together senior capital allocators for peer led discussions on the issues shapin …
  2. Registration and networking
    60 mins
08:30 AM
  1. Panel: Capital under pressure - what's really driving LP allocation decisions
    40 mins
    – Macro uncertainty, geopolitical risk, and shifting return expectations forcing LPs to rethink deployment across strategies and geographies – Regulatory pressure, liquidity constraints, and ESG manda …
09:00 AM
  1. Accessing Private Wealth
    40 mins
  2. AI in Due Diligence
    40 mins
  3. Investing Platforms
    40 mins
09:10 AM
  1. Panel: Manager selection in a crowded market
    30 mins
    – Defining the criteria LPs apply with greater rigour as funds in market hit record levels and diligence time contracts – How do LPs evaluate emerging versus re-upping managers, and what must a GP sho …
09:50 AM
  1. Chairperson's opening remarks
    10 mins
10:00 AM
  1. Fireside: Founder-backed deals: trust, transition, and the art of the partnership
    30 mins
    – Building institutional governance frameworks without eroding the founder relationships and trust that underpin the deal thesis – Augmenting management teams to install scalable processes and perform …
  2. Fireside: The $4 trillion opportunity: why private markets are redefining wealth management
    30 mins
    – Quantifying the pace at which wealth portfolios are shifting from listed assets into private markets across client segments – Do HNW-targeted private market products genuinely replicate the returns …
  3. Fireside: The secondaries market at inflection: navigating a new era of volume and complexity
    30 mins
    – Examining how record deal volumes are tightening underwriting standards and recalibrating seller expectations – Tracing the rise of continuation vehicles and the complexity they add for LP optionali …
  4. Panel: Allocator outlook - where is impact capital opening, and where is it going?
    30 mins
    – What are the priorities occupying allocator agendas in today’s uncertain environment? – Which long-term, structural opportunities are allocators building their strategies around? – What are the most …
10:30 AM
  1. Family office panel: Direct investing, co-investments, and the case for independence
    45 mins
    – Internalising deal evaluation capability to access co-investments and club deals on institutional terms – How should family offices weigh concentrated high-conviction bets against the multigeneratio …
  2. Panel: Exit strategies in focus: routes to liquidity in a challenging market
    45 mins
    – Mapping where strategic buyer appetite is strongest, and which verticals command the highest premiums today – Navigating the structural and reputational tensions in sponsor-to-sponsor deals when eve …
  3. Panel: Pricing dislocation: where are the real opportunities in today's secondary market?
    45 mins
    – Mapping how capital overhang is compressing returns in core segments while leaving niche parts of the market underserved – Pinpointing opportunities where paying par or premium creates room for alph …
  4. Panel: The future of US and world energy investment
    45 mins
    – What’s most investable and bankable currently in the energy transition, in North America and globally? – What does the US and global energy investment outlook look like? – What impact has AI had on …
11:15 AM
  1. Networking coffee break
    30 mins
11:45 AM
  1. Fireside: A view from the buy side: Conviction, discipline, and the hunt for alpha in secondaries
    30 mins
    – Stress-testing NAV assumptions and building pricing frameworks robust across vintages and cycles – Weighing high-conviction concentration against diversification, and the conditions that favour each …
  2. Fireside: Building champions: A GP's perspective on value creation in the middle market
    30 mins
    – Reassessing buy-and-build as leverage costs rise, integration timelines lengthen, and synergy realisation gets harder to underwrite – Managing the mounting pressure to sustain LP returns as managers …
  3. Fireside: Building private markets portfolios for individual clients
    30 mins
    – Constructing model portfolios that blend evergreen funds, interval funds and direct deals across thousands of client accounts – What due diligence looks like when you're vetting fifty GPs a year ins …
  4. Panel: At the nexus of PE and infra - Investing in high-return infra niche
    30 mins
    – What opportunities do we mean by ‘high-return infrastructure’? – How many assets have both infra and PE characteristics in energy and climate? – How have asset owners addressed the ‘’bucketing probl …
12:15 PM
  1. GP Panel: The managers setting the pace in private wealth
    45 mins
    – Building the distribution, product, and servicing infrastructure to court private wealth alongside institutional capital – The brand, education, and reporting demands managers underestimate when ent …
  2. Panel: GP-led secondaries: Alignment, structure, and the maturation of a market
    45 mins
    – Examining how GP-led volumes have grown and what the added supply means for pricing, selectivity, and buyer discipline – Navigating the governance and conflict-of-interest challenges when GPs contro …
  3. Panel: The big picture on North American climate investing
    45 mins
    – Will the rush to create energy supply (for AI datacentres etc) take a sustainable course? – Are electrification investments facing wavering commitment from governments, corporates and LPs globally? …
  4. Panel: What the mid-market still has to prove: an LP view
    45 mins
    – Evaluating whether the mid-market still offers a compelling risk-adjusted return profile as holding periods extend and distributions stay under pressure – How are LPs underwriting DPI, exit visibili …
01:00 PM
  1. Lunch break
    60 mins
02:00 PM
  1. Panel: Food systems investing ' entering a new phase of opportunities
    45 mins
    – What’s new in food system investing? – What are leading corporates doing about food supply chain resilience, and what opportunities does it present to PE funds? – What is new in land and ocean-based …
  2. Panel: LP-led: Who's selling, why now and at what price
    45 mins
    – Beyond distress: understanding the strategic motivations pushing institutional LPs to market in today's environment – With NAV uncertainty and mixed signals persisting, what does it take to get LP l …
  3. Panel: Value creation in the mid-market: what works when you don't have a large-cap playbook
    45 mins
    – How mid-market GPs build operational improvement capability without large in-house teams – Driving EBITDA growth in founder-led businesses where standard playbooks meet cultural resistance – Disting …
  4. RIA Panel: Private markets adoption across registered investment advisers
    45 mins
    – Integrating private market allocations into RIA model portfolios and building durable conviction across a diverse client base – What technology, education, and operational support must asset manager …
02:45 PM
  1. Panel: AI and software investments: repricing risk, value, and the hold thesis
    45 mins
    – Assessing how AI is eroding the competitive moats and revenue predictability that underpinned many mid-market software valuations – Is AI a genuine value creation lever for portfolio companies, or a …
  2. Panel: Credit Secondaries: Unlocking liquidity in a market built for long-term holders
    45 mins
    – The structural forces driving deal flow – distressed sellers, portfolio rebalancing and the maturation of private credit funds – Pricing complexity in credit secondaries: how buyers underwrite risk …
  3. Panel: Nature - what's most investable for private equity?
    45 mins
    – Is the nature investing market maturing for private market funds? – What are the realistic investment options today which tap into nature? – How investable and bankable are nature projects, asset an …
  4. Panel: Private credit for private wealth
    45 mins
    – Positioning direct lending, asset-backed, and specialty finance as genuine lower-duration alternatives to fixed income – Preparing for a credit cycle that may expose weaker underwriting across direc …
03:30 PM
  1. Speed Networking and Mixer
    90 mins
05:00 PM
  1. Networking Cocktails
    120 mins
07:00 PM
  1. Dinners
    120 mins
07:00 AM
  1. Run Club
    60 mins
    Join fellow investors and fund managers for an invigorating morning run through Scottsdale's stunning landscape, the perfect way to start the day sharp, energised, and connected before the main progra …
08:00 AM
  1. Evergreen Funds
    60 mins
  2. Sports Investing
    780 mins
  3. Technology in Value Creation
    780 mins
09:00 AM
  1. PEI Opening remarks
    15 mins
09:15 AM
  1. Keynote: The state of private markets ' navigating a new normal
    25 mins
    – Structural shifts reshaping capital allocation across private equity, infrastructure, and real assets in a higher-for-longer rate environment – How GPs are recalibrating return expectations and port …
09:40 AM
  1. Fireside chat: The future of private markets ' consolidation, competition, and convergence
    25 mins
    – How mega-managers are reshaping competitive dynamics through scale, product breadth, and distribution infrastructure smaller firms cannot match – Strategy convergence across private equity, credit, …
10:05 AM
  1. GP leaders panel: Leading through uncertainty ' how top GPs are building resilient organisations
    40 mins
    – Talent strategy and firm culture as competitive differentiators in attracting and retaining professionals in an increasingly mobile market – The GP's evolving role in portfolio companies: from finan …
11:15 AM
  1. Panel: Views from the top of the market: Reimagining capital formation in a consolidating market
    40 mins
    – Navigating LP consolidation and shrinking manager rosters across the market – Diversifying the capital base beyond traditional LPs: insurance capital, evergreen vehicles, and private wealth as engin …
11:55 AM
  1. Fireside chat: The secondaries surge ' liquidity in an illiquid world
    25 mins
    – What record secondary market volumes signal about LP rebalancing needs, cash flow pressures, and the asset class's evolution – Pricing dynamics, bid-ask compression, and competition between speciali …
12:20 PM
  1. LP Leaders panel: Inside the allocator's mind ' how leading LPs are reshaping portfolios
    40 mins
    – Managing over-allocation to PE, rebalancing toward private credit and real assets, and rethinking the GP roster in a consolidating market – What allocators scrutinise beyond IRR: team stability, DEI …
01:00 PM
  1. Networking Lunch Break
    60 mins
02:00 PM
  1. Panel: Deploying capital in North America: themes, tensions, and opportunities
    40 mins
    – How the reshoring narrative is driving deal flow in manufacturing, energy transition, and industrial technology – Trade policy, antitrust scrutiny, and regulatory uncertainty: assessing the impact o …
02:40 PM
  1. Fireside chat: Succession planning in GP firms - leadership transition as a strategic priority
    25 mins
    – How generational transitions are testing the durability of track records and LP relationships and why succession is now a front-and-centre due diligence concern – Aligning founder and next-generatio …
03:05 PM
  1. Fireside chat: The dealmaking reset - sourcing, pricing, and winning in a contested market
    25 mins
    – How higher borrowing costs have recalibrated seller expectations and force more disciplined underwriting across deal types – The growing importance of proprietary deal flow as auction processes deli …
03:30 PM
  1. Networking Coffee Break
    25 mins
03:55 PM
  1. Fireside chat: Investing in AI as a tool versus investing in AI as a business
    25 mins
    – Distinguishing AI embedded in proven SaaS models from AI-native businesses betting on unproven unit economics and category creation – How GPs are weighing operational execution risk against technolo …
04:20 PM
  1. Panel: Private credit at the crossroads ' growth, risk, and the next chapter
    35 mins
    – Do spread compression, covenant erosion, and bank re-entry signal a maturing or overheating market? – Where allocators find value across direct lending, mezzanine, distressed, specialty finance, and …
04:55 PM
  1. Closing keynote: Reinventing the GP-LP relationship for a complex era
    25 mins
    – How LPs are demanding greater transparency, co-investment rights, and bespoke fee structures from their managers – GP-led secondaries, continuation vehicles, and structured liquidity solutions as to …
05:20 PM
  1. Networking cocktails
    100 mins
07:00 PM
  1. Dinners
    120 mins
09:15 AM
  1. Keynote: From first close to fund II: The emerging manager journey in an unforgiving market
    30 mins
    – Navigating the capital-raising environment when LPs are consolidating relationships and applying greater track record scrutiny – What institutional infrastructure do LPs expect before committing to …
  2. Keynote: Running a GP in 2026: Strategy, scale, and the pressure to evolve
    30 mins
    – Examining how leading GPs are rethinking product, talent, and market strategy as LP consolidation and fee pressure reshape the competitive landscape – How should GPs weigh specialist focus against p …
  3. Keynote: The intelligence economy: What AI really means for private markets
    30 mins
    – Examining how the AI buildout is creating a generational private market opportunity across asset classes – How is AI compressing timelines and forcing GPs to rethink how they underwrite long-term co …
09:45 AM
  1. Panel: Differentiation and edge: What makes an emerging manager worth backing?
    60 mins
    – Articulating a differentiated thesis that stands up to LP scrutiny and resists replication by larger, better-resourced competitors – Leveraging the structural advantages of smaller funds to generate …
  2. Panel: GP stakes: Redefining ownership and long-term alignment
    75 mins
    – Assessing the strategic rationale for selling a GP stake and what founders gain and give up beyond the headline economics – How are permanent capital structures changing GP behaviour, succession pla …
  3. Panel: Investing in technology and AI: Underwriting growth, durability, and the valuation reset
    45 mins
    – Assessing how the valuation reset across tech and AI has changed underwriting discipline, return expectations, and the bar for deployment – Distinguishing durable, category-defining businesses from …
11:00 AM
  1. Fireside: Building to institutional standards from day one
    30 mins
    – Establishing fund administration, legal, and compliance infrastructure that meets LP expectations without consuming disproportionate fee resources – Which operational investments most directly influ …
  2. Fireside: LP perspectives: Portfolio implications of GP consolidation
    30 mins
    – Tracking how larger, multi-strategy firms reshape fee compression, portfolio concentration, governance structures – Does consolidation create better diversification for LPs or narrow their exposure …
  3. Fireside: The infrastructure layer: Data centres, energy, and the compute buildout opportunity
    30 mins
    – Assessing the private market opportunity across the AI infrastructure stack, from data centres and networking to power and cooling – How are hyperscaler commitments, sovereign AI strategies, and co- …
11:30 AM
  1. LP Panel: LP perspectives on emerging manager allocation: Appetite, criteria, and due diligence
    45 mins
    – Mapping which LP types retain the most active appetite for emerging manager programmes – What criteria do LPs apply, qualitative and quantitative, when there is no full-fund track record to assess? …
  2. Panel: AI across the deal lifecycle
    45 mins
    – Deploying AI to enhance origination, compress diligence timelines, and sharpen portfolio monitoring – Where does proprietary tooling generate genuine competitive advantage and where do off-the-shelf …
  3. Panel: GP financing: capital tools for a growing business
    45 mins
    – Weighing GP stakes sales, NAV lending, management company debt as tools for funding growth, succession, seeding – What is the right capital structure when funding needs range from succession to seed …
12:15 PM
  1. Panel: Seeding and anchor arrangements: Structuring early-stage capital partnerships
    45 mins
    – Evaluating the economics and governance trade-offs of seed and anchor deals from both manager and capital provider perspectives – What does it take for an LP to justify writing that early check? – E …
  2. Panel: Stakeholder management in a consolidating GP landscape
    45 mins
    – How are IR teams restructuring their LP communication frameworks following a GP merger or acquisition? – Aligning fund performance narratives across legacy and incoming LP bases during periods of or …
  3. Panel: Technology-enabled transformation: Value creation through digital and AI in portfolio companies
    45 mins
    – Delivering measurable EBITDA uplift through targeted technology investment, automation, and AI-enabled operating model redesign – How do GPs build a transformation narrative that resonates with stra …