)
)
07:45
08:00
-
Discuss key challenges with the shifting landscape of organisational expense obligations over breakfast with other LPs as part of an off-the-record, facilitated group conversation hosted by ILPA.
-
Explore how the rapid growth of private wealth capital is reshaping product design, distribution and fund structures in this closed-door, peer-led breakfast discussion.
08:55
09:25
-
- Impact of geopolitical fragmentation and volatility on the private markets landscape
- How current macro conditions are feeding into fundraising, deal flow and pricing discipline
- What’s the next phase for DEI in Europe, and how can leaders create environments where diverse talent can thrive?
- How are investors leveraging AI to improve due diligence, investment processes, and portfolio management
10:05
-
- How are investors rethinking asset allocations amid geopolitical and financial market volatility?
- Beyond regions and sectors, what underlying factors are shaping portfolio decisions in 2026?
- What are LPs underwriting now- market structure, regulatory direction, and the conditions needed for sustained capital formation
- Identifying durable managers- operational resilience and long-term performance considerations
Moderator: Lily Marcel, Partner, Clifford Chance
10:40
-
- What does the current secondaries landscape signal for the broader private markets?
- What are the main challenges in identifying the right deals for secondary investments compared to other alternative investments?
- Who are the new entrants and how are they navigating the market?
- What is the opportunity set in the middle market for GP-led deals?
11:20
12:00
12:05
-
- Impact of energy-driven inflation and higher rates on capital deployment in infrastructure and investor strategy
- How are investors responding to AI-driven disruption and redefining infrastructure investment priorities?
- Fundraising dynamics in a competitive landscape
-
- How are exits and liquidity pressures reshaping the private equity landscape?
- How is AI creating new opportunities in private equity dealmaking
- Outlook on the current private equity investment landscape
Moderator: Shimin Lee, Partner, Clifford Chance
-
- Outlook for deployment, exits, and valuations over the next 12 months
- Which regions, sectors and investment strategies are most attractive today?
- Impact of the pressures of the current environment on real estate investment
Moderator: Alis Pay, Partner, Co-Head of the Real Estate Sector, Clifford Chance
-
- Outlook on current tensions in private credit
- Market developments in terms of pricing and how that’s changed
- How are managers balancing underwriting discipline, governance frameworks, and liquidity design to ensure resilience?
-
- What’s spurring interest for private wealth clients to invest in private markets, relative to public equities and other types of investments?
- What compliance and regulatory hurdles are there for funds to overcome?
- Where are private wealth investors seeing opportunity and where are they seeing downside?
12:40
-
- How are investors evaluating long-term infrastructure and energy opportunities
- Capital deployment strategies for energy transition assets built for long-term growth and resilience
- How to balance innovation with reliability
-
- How are GPs putting dry powder to work in today’s competitive private equity market?
- Structured solutions to sustain deal activity
- Challenges of integrating generative AI in the deal sourcing process
-
- Which property type, sector or geography is driving value creation in the current market?
- Active management approaches on the asset and portfolio level in creating value for investors
- How are managers leveraging AI and emerging technologies to enhance decision-making, improve operational efficiency, and drive profitability?
-
- Differentiated approaches to deal sourcing and when to decline
- The role of AI in optimising credit sourcing
- Relationship driven Bank fund partnerships
-
- What is the future outlook for wealth management portfolios?
- What is driving disruption and change in wealth management?
- How are wealth managers integrating AI to gain a competitive edge?
13:15
14:15
-
- How is geopolitical volatility affecting investor demand for infrastructure assets and where capital is deployed?
- How are investors tackling portfolio diversification in the quest for relative value?
- Why are investors drawn to infrastructure and what are they focused on?
Carlotta Saporito, Global Alternative Investment Solutions, J.P. Morgan Private Bank
-
- How are exits and liquidity pressures shaping how LPs approach portfolio design?
- How to design and stress-test PE allocations against the current macro backdrop
- How are LPs weighing up opportunities with asset class risk, portfolio risk, fund manager risk, co-investment risk?
-
- How is institutional capital shifting amidst economic and geopolitical headwinds and how is it impacting international allocation strategies?
- How valuations reset are creating opportunities in real estate
- How are investors building and managing portfolios for greater returns?
-
- Overview on investor momentum with current interest rates.
- How is the investor profile developing as the asset class matures?
- How are LPs weighing up growth opportunities and default risks?
Rahel Paschek, Senior Investment Manager, BF.capital GmbH
-
- Where are investors seeking diversified sources of risk and return?
- How is asset allocation in the wealth management industry evolving?
- What is the appetite for different types of assets and thematic priorities?
14:50
-
- Current view of the infra debt market and stability of the asset class
- Where are the key opportunities emerging in debt investing, particularly across high-growth sectors like data centres?
- What risks, opportunities, and market trends are currently influencing investor sentiment in the debt market?
Florence Carasse, Founder and Director, Refai Infrastructure Limited
-
- Dynamics in the real estate lending market
- Impact of the geopolitical environment on deal flow in the debt markets?
- Differences between real estate debt and equity
-
- How does the risk profile compare to typical cash-flow direct lending?
- Current value proposition of asset backed finance in 2026 and how has it changed?
- Which evolving sectors within asset-backed finance are poised for expansion?
Anne Horlait, Head of EMEA Structured Finance & Alternative Investment Funds, S&P Global Ratings
-
- How can new fund structures widening accessibility for retail investors
- What innovation are we seeing in fund structures and what risks do they potentially carry?
- How are BDC redemption issues impacting the private investor view?
-
- Current State of the Natural Capital Investment Landscape
- The role of private natural capital assets in improving portfolio diversification
- How is investor momentum and changing capital allocation priorities reshaping opportunities across natural capital investing?
15:25
15:55
-
- How can digitalisation drive operational improvements and support the transition to a resilient energy infrastructure.
- Strategies for building resilient infrastructure investment strategies amid today’s market headwinds
- What needs to be actioned to attract the level of investment needed to create long term resilience of our key assets?
-
- Understanding the regulatory landscape
- The growing role of broader policy objectives
- The evolving approach to national security and sovereignty concerns, sensitive sectors, and “unfriendly” investors in line with developing geo-political tensions
- Devising coordinated and consistent global strategies to ensure swift and predictable outcomes even in high-stakes and complex deals
-
- How are changing demographics, regulation, affordability pressures, and evolving lifestyles shaping demand across the residential and living sector?
- The appeal of multifamily real estate for institutional investors
- Affordable housing in Europe– what is the outlook in the next 5 years?
-
- What are the distinct benefits and risks for investors and sponsors? Do LPs view both markets as complimentary tools or supplementary?
- How are the two financing channels responding to volatility, regulation and sponsor behaviour?
- How is the upper middle market, large cap DL space evolving with the current volatility?
-
- What are the opportunities and challenges from the generational wealth transfer?
- What is the role of sustainability in investment decisions for these types of investors – must-have or nice-to-have?
- Addressing the digital divide between wealth managers and the next generation of wealth clients
Olivia Prentice, CEO, The ImPact
16:30
16:50
-
- Key diligence priorities: what really drives conviction at asset level?
- Assessing GP alignment, incentives and track record in continuation vehicles
- Managing downside protection in concentrated exposures
-
- How are investors assessing the evolving risk-return profile of fibre assets relative to other digital infrastructure sectors?
- Where are investors identifying the next major opportunities within Digital Infrastructure 3.0?
- Impact of the AI build-out on power demand and potential constraints on growth.
-
- How well positioned is industrial real estate to emerge as Europe’s strongest real estate growth story?
- Which regions and sub-sectors currently present the most attractive opportunities within the industrial real estate sector?
- How are geopolitical and supply chain risks accelerating nearshoring and reshoring across Europe?
-
- Will private credit be the trigger for the next financial crisis?
- The rise of ‘covenant-light’ deals, PIK structures, and the potential for weakened lender protections
- How should the regulatory lens shift as private credit becomes more systemically important?
-
- GPs increasingly want direct access but wealth managers remain gatekeepers - who will own client relationships in the future?
- Will every GP need a wealth strategy, or is this becoming another overcrowded fundraising channel?
- Should GPs be pursuing private wealth broadly, or focusing on a handful of sophisticated family office relationships?
17:25
17:30
-
In this closing session, a leading CIO will share their perspectives on key investment themes and offer insights into how they are shaping future investment strategies.
07:30
08:00
09:15
-
In this session we’ll have speed networking between conference delegates.
A great way to meet 6-8 new people with 4-minute per meeting.
Please note, places are limited and look out for our communication regarding how to sign up. this will occur roughly 3 weeks prior to the event.
PEI will then email the week before the event those that have been accepted and more details on the format.
-
- How will consolidation and integration become a value-add as we enter a new era of private markets?
- Implications of the boundaries between asset classes blurring and being integrated into multi-asset portfolios
- What has driven the acceleration of consolidation in the market in the past few years?
- What’s driving organisations to merge real estate and infrastructure teams and is this the new model for institutional portfolios?
-
- Scaling operational infrastructure for multi-strategy growth and new distribution channels
- Navigating rising regulatory and reporting complexity across transparency, valuation and ESG
- Modernising data and technology stacks to improve efficiency and decision-making
- Building and retaining operational talent while doing more with leaner teams
09:50
-
- Practical AI use cases across investing, operations and portfolio management
- Moving from experimentation to enterprise-wide AI adoption
- Using automation and generative AI to increase productivity and reduce manual workloads
- Managing governance, risk and data security in AI-enabled organisations
10:05
-
- Where are investors identifying distinctive opportunities in defence?
- How have ESG-related exclusion policies evolved to accommodate growing investor interest?
- What are the key trends, principal drivers, and challenges shaping private markets investment in the defence sector?
- What entry level barriers are there and regulatory considerations for investors entering this space compared to other sectors?
11:15
-
- How is AI influencing investment outcomes and opportunities across private markets
- Where do managers see the greatest long-term growth opportunities in AI?
- What are the latest trends in AI adoption, and what role are private markets playing in possibly the greatest technological transformation of our time?
- How is the emergence of a ‘Second AI Economic Order’ impacting large corporates vs. SMEs
Jamaria Kong, Managing Director, Towerbrook
-
- Building the data, reporting and systems capabilities that enable better portfolio performance
- Aligning finance, operations and portfolio teams to drive operational improvements across the portfolio
- Scaling operational capabilities as firms grow, diversify strategies and support more portfolio companies
- Embedding portfolio company leadership into value creation
Victoria Peddie Bell, Managing Director, Peddie Bell Sarl
11:50
-
- How has the shift in US policy away from sustainability influencing Europe’s own trajectory on sustainability within private markets?
- Investor approaches to sustainability assessment, reporting and risk management
- Adapting investment strategies amid diverging US and European sustainability policies
-
- Sourcing and attracting the right triple A-talent in a highly competitive market
- Assessment of top teams based on value creation leavers
- Building leadership pipelines for the next generation - why succession planning matters
- Designing high-performance cultures - what to get right
12:25
-
-
- How are investors evaluating operating models?
- Where are LP expectations rising?
- What operational weaknesses most commonly kill a commitment at IC stage?
- At what point does strong operational infrastructure accelerate allocation decisions?
Anne-Laure Coates, COO, PE Club/Founder and CEO, INY
13:00
13:10
-
Senior Leaders Lunch
14:10
-
A unique opportunity for the next generation to connect and discuss career advancement strategies. Hosted by esteemed industry leaders, this session will offer invaluable insights and guidance to help you navigate your career path. Engage in dynamic discussions, ask questions, and gain the knowledge and inspiration needed to advance in alternatives. Join us for this empowering experience and take the next step in your professional journey.
15:30