Citywire Alternatives and Private Markets Forum 2024
Welcome to the Citywire Alternatives and Private Markets Forum taking place on 25th June at the Westin City, London.
The emergence of long-term asset funds in recent years is a clear example of a broadening investable universe and an increasingly friendly regulatory environment for wealth clients to access investment vehicles in this space.
Whether your clients are already benefitting from such structures or want to learn more about the opportunities and the risks involved in this space, this forum will be a meaningful addition to your calendar.
Several leading fund houses will be in attendance to provide insight into their strategies, how they’re currently navigating the macroeconomic environment and possible opportunities in what is to come.
As with all of our forums, attendance is strictly by invitation only and you will earn up to 2.5 hours of Structured CPD.
Over the course of this forum, you will:
Learning Objectives:
- Explain the benefits, risks and sustainability of long-term assets in client portfolios
- Consider a variety of investment strategies from leading fund managers in this space
- Gain insight into private market structures across multiple themes such as private equity, private debt, real estate and infrastructure.
We are very much looking forward to this event and hope to see you there.
With very best wishes,
Agenda
08:30 - 09:30
Registration & Breakfast
09:30 - 09:45
Welcome with Katie Gilfillan
09:45 - 10:30
Guest Speaker- Andy Wyatt
10:30 - 11:00
Fund Group Presentation 1- PIMCO
11:00 - 11:10
Refreshment Break
11:10 - 11:40
Fund Group Presentation 2- HVPE
11:40 - 12:10
Fund Group Presentation 3- Schroders
12:10
Buffet Lunch
Keynote Speaker
Andy Wyatt
It is not only investors who need to manage and mitigate risk on a daily basis to achieve excellence. Andy Wyatt is widely known for his career as a Red Arrows Display Pilot and Royal Air Force Pilot. Having navigated some of the most hostile environments known to man, Andy has continually demonstrated his skills for teamwork, leadership, planning and operations.
Aged just 18 years old, Andy made the life changing decision to enrol for the Royal Air Force, completing his training and being given the opportunity to fly the English Electric Lightning and intercept Russian aircraft during the Cold War. From that point on, Andy rose through the ranks and was ultimately selected to be a pilot in the Red Arrows Display team. With the Red Arrows, Andy became the Hawk Squadron Commander, a Deputy Chief Flying Instructor and Hawk Fleet Manager.
Having enjoyed many successful years as part of the Royal Air Force and the RAF Aerobatic Team, Andy retired from the forces in 2014. However, Andy didn’t leave the skies for good, and went on to become the Captain of a Boeing 747 for British Airways. Working at London’s Heathrow Airport, Andy put to use his flying skills to transport hundreds of passengers safely to their destinations. After an impressive 22 years in commercial aviation, Andy left British Airways and went on to become the Squadron Leader of The Honourable Company of Air Pilots. Currently he is the Chief Pilot for Longtail Aviation, a true testament to his knowledge of planes and the great blue skies.
Sponsors
Presentations
Workshops
Sourcing income in private markets
We believe that market volatility, high interest rates and bank retrenchment continue to create a fertile environment for flexible capital providers like PIMCO to step in.
In such a fast-changing and target-rich environment, investors need to broaden their toolkit and consider both public and private markets for the best risk/return.
We’re excited to tell you all about the opportunities we are seeing in areas like Specialty Finance and Corporate Lending, and to discuss how these areas can diversify your portfolios while generating significant income for your clients.
Delegates will hear from PIMCO on the opportunities in private credit and how the changing macro landscape can enable them to source higher - and better quality - income.
Company Profile: PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt
markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.
Speaker
Lalantika Medema
Executive Vice President, Product Strategist
Ms. Medema is an executive vice president and alternative credit strategist in the London office, responsible for credit alternatives and mortgage- and real-estate-related strategies. Previously, she worked in the portfolio management group and focused on mortgage-backed securities and residential whole loans. Prior to joining PIMCO in 2006, she worked at Deutsche Bank’s Trust & Securities Services Division, specializing in collateralized debt obligations (CDOs). She has 21 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. She also received an undergraduate degree from the University of California, Los Angeles.
Representatives
Terry Oh
Executive Vice President, Account Manager
Leo Maduro-Vollmer
Account Manager
Latent Value in Listed Private Equity Funds
HarbourVest Global Private Equity is a listed investment company that provides investors with access to private company investments. We invest exclusively in funds managed by HarbourVest Partners, an independent and global private markets asset manager with over 40 years of experience. Launched in December 2007 on the Euronext Amsterdam, today HVPE is listed on the Main Market of the London Stock Exchange (tickers: £ HVPE | $ HVPD). It sits in the FTSE 250 and has net assets of $3.9 billion and a market capitalisation of approximately £1.8 billion as at 31 March 2024. By investing exclusively in HarbourVest funds, HVPE provides investors with exposure to proven investment expertise, whilst also supporting innovation and growth in the global economy and promoting ESG standards.
Company Profile: HarbourVest Partners is an independent, global private markets asset manager. With over 40 years of experience, it has a long track record of accessing attractive private company investment opportunities.
Speaker
Richard Hickman
Managing Director
Richard Hickman, Managing Director for HVPE, is responsible for the day-to-day management of the company. Richard is on the investment committee who manage HVPE’s asset allocation and exposures in line with the strategic direction set by the HVPE Board.
Richard joined HarbourVest in 2014 after seven years with 3i plc. His experience also includes working as a manager in Deloitte’s finance and operations management team in London. He is a member of the Chartered Institute of Management Accountants and received a BSc in Economic History from the London School of Economics and Political Science in 2001.”
Schroders Greencoat- Delivering the Energy Transition
Speakers
James Lowe, CFA
Sales Director, Private Assets and Investment Trusts
James Lowe, CFA, Sales Director, Private Assets and Investment Trusts
James is responsible for investment Schroders Capital private asset business development for the UK intermediary market. James joined Schroders in 2015 on the graduate programme, before taking up his current role in 2018. James has a BSc in Economics from the University of Bath and is a CFA charter holder.
James Samworth
Partner, Schroders Greencoat
James Samworth is a Partner at Schroders Greencoat, a £9bn renewable infrastructure investor acquired by Schroders in 2022. James joined Greencoat in January 2019 and manages the Energy Transition division, which now manages £1.5bn of assets. James also chairs the ESG committee at Greencoat. He has 14 years of investment experience, of which the last 15 years have been focused solely on renewables.
Prior to joining Greencoat, James co-led the waste and bioenergy investment team at Foresight Group. Prior to Foresight, James worked for 10 years in the steel industry for Corus, in a variety of Operational and Commercial roles, and gained banking and private equity experience with Deutsche Bank and Lyceum Capital.
James has an MA in Natural Sciences from Cambridge University and an MBA from London Business School.