12:00 PM
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Join us the day before NEXUS for engaging networking activities where you will connect with peers, setup meetings for the conference week and enjoy a relaxed start to the conference!
12:30 PM
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Join attendees for a round of golf (18 holes) and networking in the sun, followed by a cocktail reception. All levels of experience are welcome
02:00 PM
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Join fellow attendees for games of pickleball. Get into the competitive spirit and make connections before the conference has even begun!
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Don your apron and practice your pizza spinning skills as you connect with attendees over a self-made lunch.
04:00 PM
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Learn the art of creating delicious cocktails that will impress your fellow attendees at our mixology masterclass. Alcohol-free options also available.
06:00 PM
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Join us for an evening of relaxed networking at the bar, connect with your peers, build relationships and get a head start on your meetings for the rest of the week!
07:00 PM
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Join NEXUS attendees in rounds of 4 minute meetings and make connections for the rest of the event.
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(Award recipients, emerging managers, next generation leaders)
06:00 AM
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Join your peers for an invigorating 5-10km run around the beautiful grounds of the JW Marriot & Ritz-Carlton Grande Lakes. Start your conference networking early! Start point: Meet at the JW Marriott Hotel lobby at 6am.
07:45 AM
08:00 AM
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Join private wealth managers, family offices and RIA peers for interactive networking and discussions.
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Network with private credit investors and managers and hear from PEIs renowned research and analytics team on key trends in private credit today.
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Hear from investor peers in a live discussion on GP selection, the changing role of the LP and more. Panellist: Beth Holzberger, Portfolio Manager, State of Wisconsin Investment Board
08:50 AM
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Bill O’Conor, Managing Director, North America, PEI Group
08:55 AM
09:00 AM
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Navigating liquidity, return expectations, and risk amid challenging macroeconomic conditions The evolving role of private equity within institutional portfolios over the next 10 to 20 years Shifting LP perspectives on manager relationships and partnership strategies
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Discuss of priorities occupying allocator agendas in today’s uncertain environment Where private capital is uniquely positioned to seize long-term, structural opportunities Building portfolios that remain resilient in the face of disruption and volatility Navigating liquidity challenges in modern allocation
09:30 AM
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How evolving LP expectations are redefining GP strategies in deal sourcing, underwriting, and sector focus Unlocking value: the rising influence of co-investments, anchor commitments, and bespoke mandates in today’s deal landscape Navigating tension and synergy: where GPs and LPs align—and clash—in a slower, more selective marketSpeakers
09:40 AM
10:00 AM
10:30 AM
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Exploration of how geopolitical realignment and trade policy are fuelling domestic supply chains – and the investment The interplay of deindustrialisation and digitisation in shaping the next decade Automation, robotics, and AI as critical drivers of resilient new supply chains Policy incentives and tax credits altering the reshoring investment landscape
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What are the impacts of global policy shifts on LP/GP alignment and cross-border deal flow? Shifting investor perspectives on manager relationships and partnership strategies Investment preferences: geographic diversification versus thematic specialization from GPsSpeakers
11:10 AM
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Balancing surging energy demand growth with constrained and uneven supply dynamics Identifying investable opportunities in battery storage, grid optimization, and transmission Corporate strategies for energy security and how investors can follow the trend Distributed and decentralized energy solutions poised to scale in the US market
11:15 AM
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Accelerating the shift to private equity with venture capital at the core of growth strategies A keen look at the evolving portfolio construction to capture innovation-led returns while balancing risk and liquidity Strengthening operational backbone to scale private market exposure
11:45 AM
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Leveraging co-investments to strengthen LP relationships and fast-track capital commitments Shifting expectations on access, transparency, and economics amid a more selective fundraising landscape Innovative fund design, fee alignment, and structural flexibility as competitive advantages in today's market
11:50 AM
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Ensuring the vast productivity gains from AI are broadly shared across society The mounting risks of inaction when it comes to AI safety and governance Embedding robust ethical frameworks into AI-related investment strategies and funds Identifying opportunities at the intersection of AI innovation and impact outcomes
12:30 PM
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After lunch, the conference splits into 4 concurrent content forums: Private Credit, Secondaries, Private Wealth and the New Private Markets Investor Forum.
01:25 PM
01:30 PM
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The impact of rising rates, inflation pressures, and geopolitical tensions on secondaries deal flow Key macro indicators guiding LP and GP timing and strategic decisions The evolving risk-return landscape: navigating challenges and seizing opportunities amid global market dislocations in secondaries
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Political headwinds and risks facing electrification and clean technology investments Identifying climate investment strategies that are resilient to policy volatility Combining adaptation and mitigation approaches within investor portfolios Hard-to-abate sectors as the final frontier for climate-oriented private capital
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How investors are adjusting private credit exposure across direct lending, structured, and opportunistic strategies Emerging allocation trends by region, risk profile, and fund structure compared to traditional fixed income The role of private credit in portfolio construction, liquidity planning, and risk diversification
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What’s fueling interest in private equity? Why now? Tailoring strategies for private wealth channels by GPs Long-term implications of retail capital on the private equity ecosystem
02:00 PM
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Innovative structuring of continuation vehicles by GPs to attract fresh capital Critical alignment factors LPs prioritize when evaluating GP-led transactions Evolving exit dynamics: new strategies for liquidity management across fund portfoliosSpeakers
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How are managers moving beyond direct lending into asset-backed, distressed, and special situations? GP strategies to differentiate and stay competitive in a crowded market How LPs evaluate specialization, sourcing, and underwriting in today's credit landscape
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Why private wealth platforms, family offices, and RIAs are becoming key allocators and how that’s changing the GP playbook How are GPs adapting fund structures, co-investments, and communication to meet the needs of private wealth? Relationship over track record – what truly resonates with private wealth investors when selecting GPsSpeakers
02:10 PM
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The role of investors alongside policymakers in shaping future health systems Emerging opportunities in women’s health as an underfunded and growing market Expanding opportunities across biotech, wellness, and extending human health span Health equity as a dual driver of financial returns and social impact outcomes
02:45 PM
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Exploring the key drivers fuelling today's surge in LP-led activity Evolving pricing dynamics in LP-led transactions and hotspots for capital deployment Outlook for deal volume growth and structural innovation in LP-led deals through 2025 and beyondSpeakers
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How are private credit managers sourcing quality borrowers and pricing risk? Emerging trends in covenants, loan structures, and capital stack seniority How co-investments, bespoke mandates, and flexible fund structures enabling LPs to participate directly in deal executionSpeakers
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What do RIAs expect from GPs in terms of support, transparency, and communication? Tools and frameworks to evaluate GPs, explain private market strategies, and communicate clearly to clients Navigating platforms to bring private funds to HNW clientsSpeakers
02:50 PM
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How climate change is set to reshape global food supply chains and resilience New and emerging investment themes in the transformation of food systems The localization of food systems in a fragmented and deglobalized world economy Financing agricultural adaptation with technology, insurance, and infrastructure solutions
03:30 PM
04:00 PM
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Emerging strategies gaining traction in secondaries, from single-asset deals to preferred equity The rise of data-driven investing: leveraging analytics to enhance secondaries decision-making Identifying white space opportunities in non-traditional segments of the secondaries market
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The growing case for a capital shift from mitigation to climate adaptation strategies Leading examples of climate adaptation solutions and water resilience Flood and wildfire solutions as a rising real assets investment theme Financial innovation and insurance markets as new tools for adaptation financing
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Use of NAV-based lending, preferred equity, and structured tools to unlock liquidity in mature portfolios Current state of private credit secondaries and LP strategies for managing exposure and pacing How do these tools impact fund dynamics, LP capital calls, and portfolio flexibility in the current fundraising environment?
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How family offices can tap into private equity opportunities - exploring direct investments vs. fund participation Aligning PE investments with family values and legacy goals Case studies of successful family office-led PE dealsSpeakers
04:45 PM
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How credit secondaries are enhancing liquidity amid a tightening fundraising landscape The expanding role of NAV-based lending and structured solutions in credit secondary transactions Attractive credit assets in today’s risk-adjusted investment environment
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How circularity is evolving from a niche into a mainstream investment theme Breakthrough technologies driving progress in recycling, reuse, and waste-to-value markets Growing corporate commitments fuelling momentum in circular economy investments Advanced materials innovation spanning bio-based, recyclable, and low-carbon inputs
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Exploring how managers evaluate distressed and special situations deals amid economic uncertainty Best practices for underwriting, negotiating covenants, and structuring investments to protect downside How are private credit investors integrating distressed and special situations strategies?
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Allocations across the private credit spectrum by RIAs and family offices Products and structures gaining traction in wealth management channels How are GPs adapting their private credit offerings for retail and semi-institutional investors?Speakers
05:30 PM
06:30 AM
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Join your peers for an invigorating run around the beautiful grounds of the JW Marriot & RitzCarlton Grande Lakes. Start your conference networking early!
08:00 AM
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Join your peers for off-the-record discussions and networking on key topics of the day: macroeconomic trends, sports, secondaries and more.
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With defence spending set to rise dramatically, what funds are on the market and how are investors evaluating their defence commitments?
08:50 AM
09:00 AM
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The impact of inflation, interest rates, and geopolitical shifts on capital deployment Structural adjustments investors are making in response to persistent market volatility Emerging regions and sectors demonstrating resilience amid macroeconomic challenges
09:30 AM
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How are institutional LPs re-evaluating exposure across asset classes? Return expectations and liquidity considerations shaping allocations How does the rise of evergreen and semi liquid funds impact the LP landscape?Speakers
10:15 AM
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How are leading GPs balancing pricing discipline with deployment mandates? Effective approaches to deal origination, structuring, and partnership formation Adapting execution strategies for a higher-rate, slower-growth environmentSpeakers
11:00 AM
11:30 AM
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Using secondaries to manage overallocation and liquidity needs by large institutions Looking at innovations in deal structure enabling greater flexibility Where is pricing headed across LP-led and GP-led transactions?
12:00 PM
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Xavier Robert and an LP peer will discuss how trade tensions and tariffs are reshaping investment strategies across European mid-caps. Explore the potential “renaissance” in Europe’s mid-market — and what sweet spots are emerging across sectors and geographies. Hear how GP-LP alignment, differentiated sector insight, and local execution are critical to winning deals in the mid-cap space.
12:30 PM
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What’s driving continued capital flow into private debt amid public market volatility? Differentiation strategies among managers in direct lending, special situations, and opportunistic credit A review of the macro and regulatory risks facing the private credit boom
01:00 PM
02:00 PM
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Warburg Pincus CEO Jeffrey Perlman will join a leading LP to explore how alignment, transparency, and discipline underpin lasting partnership success. Hear how Warburg Pincus and its investors navigate market cycles, realizations, and reinvestment decisions together. Discover where both GP and LP see the next wave of growth—and how disciplined diversification is shaping future strategies.
02:30 PM
03:00 PM
03:30 PM
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Discover how H&F’s longer-term ownership philosophy is driving sustained value creation and outperformance. Explore the advantages of being a pure-play buyout specialist in today’s competitive mega-cap landscape. How is the rise of non-institutional capital into the asset class impacting alignment between LPs and GPs?
04:00 PM
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Why North American mid-sized deals provide a compelling balance of risk, return, and access Sourcing proprietary deal flow and differentiation strategies to overcome auction fatigue Innovative approaches to value creation, operational enhancement, and securing premium exits in a fragmented market
04:45 PM
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Key structural shifts shaping the next era of private markets Strategic approaches to innovation, scale, and global expansion for private market firms Long-term outlook for private equity as it evolves into a mainstream asset class
05:15 PM
05:30 PM
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Who: RIAs, family offices and private wealth teams
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Who: LPs and GPs looking to buy or sell.
07:45 AM
08:00 AM
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Take part in rotating, quick-fire 4-minute meetings between emerging managers and investors.
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Join peers for interactive roundtable discussions on impact investment trends.
09:00 AM
09:15 AM
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Why healthcare remains a resilient and attractive sector for investors How are GPs and operators capitalizing on innovation in outpatient care, behavioral health, and diagnostics? Strategies for staying ahead of changing policies, managing compliance costs, and building value while mitigating exposure
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Key differentiators influencing institutional LPs’ decisions to back emerging managers in today’s market How can first and second-time funds demonstrate institutional readiness and strategic clarity? Common red flags and how can new GPs proactively address them
09:45 AM
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A deep dive at sub-sectors that offer the most attractive risk-return profiles How are PE firms structuring deals in renewable energy – more platform plays or direct asset acquisitions? Emerging technologies that will be game-changers for PE investors in renewables over the next 3–5 yearsSpeakers
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Attributes LPs prioritize in emerging managers to align with evolving portfolio objectives How LPs evaluate fund size, specialization, and team dynamics in an increasingly competitive market Emerging trends shaping LP preferences among co-mingled funds, SMAs, and niche investment strategiesSpeakers
10:30 AM
11:00 AM
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As global defence spending begins to rise, where are the opportunities for investors? What ethical considerations, regulatory concerns and sector specific expertise is required? How are European countries supporting the increased defense spend commitments? How will ReArm impact the regional defense ecosystem and beyond?
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How can emerging managers implement credible value creation playbooks with lean teams? Operating models that resonate with LPs focused on measurable post-investment impact How first-time managers are gaining an edge through specialization and sector-specific expertiseSpeakers
11:40 AM
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Hear from technology trailblazers in 10-minute 'Shark-Tank' style pitches on emerging technologies and their impact.
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Key sourcing challenges facing new managers in today’s market Strategies for emerging GPs to win deals without overpaying in a competitive landscape What creative structures and partnerships are helping early funds close transactions?Speakers
12:20 PM
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How independent sponsors are reshaping the path to ownership Raising capital without a fund – strategies to secure investors and structure deals What do LPs need to know before writing the first check?Speakers
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Exploring why mission-critical, tech-enabled services offer resilient and scalable returns Opportunities in managed services, legal tech, HR/payroll tech, and compliance-driven platforms How platform acquisitions and strategic rollups drive value creation in fragmented service markets
01:00 PM