2nd Private Markets Summit

14 May 2024

Amora Hotel Jamison Sydney

Following the success of the ‘Private Markets Summit’ in 2023, the event returns in 2024 as a senior-level forum focused on the best practice management of private assets.

It is a forum for asset owners and other institutional investors to gather and discuss their challenges, along with the firms that manage these assets, to work towards making the industry more efficient for the benefit of both parties. As in 2023, we expect 80-100 senior investment and operational attendees.

The event examines a selection of focused topics through presentations, panel sessions, discussion and Q&A. The agenda covers valuations, investment risk management, governance and oversight, performance measurement, data & reporting challenges and due diligence along with ESG considerations.

Please note: this event operates a closed-door format under the Chatham House rule; access is restricted to institutional investors / limited partners and asset managers / general partners.

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Featured Speakers 2023

Fi Mann

Fi is head of listed equities and ESG at Brighter Super. She is responsible for the construction of the Australian and Global equities asset classes and underlying portfolios.

Peter Curtis

Peter Curtis is responsible for AustralianSuper's finance, legal, technology services, investment operations, investment compliance and operational risk functions.

Geoff Stewart

Geoff leads the investment risk team within APRA’s superannuation division and has deep experience in determining risk appetites, investment objectives and asset allocation strategies.

Paula Steed

Paula oversees all aspects of the finance, accounting, tax functions and strategic development for NZ Super.

Alex Waschka

Alex manages ART's total portfolio positioning, DAA risk budgeting and position sizing, and consistency between the team's fundamental outlook and portfolio settings.

Margot Jones

Margot Jones is a manager in the risk management group of QIC, and has more than 20 years’ experience in funds management and analysis.

Thomas Gillespie

Tom is responsible for the measuring and assessment of investment and liability risk across all NSW TCorp client portfolios.

Samantha Bayes

Sam’s role at ROC Partners involves integrating ESG across the direct and indirect investment portfolio, and driving performance improvement at an organisational level.

David Dubrovsky

Formerly of OMERS in Canada, David leads a global team responsible for private markets risk strategy and portfolio management at AustralianSuper.

Lounarda David

Lounarda is IFM Investors' COO and responsible for managing all operational functions including investment operations, performance analytics and information technology.

Francis O’Sullivan

The private markets head of risk at QIC, Francis has worked extensively with the infrastructure, private equity and real estate teams on risk management and valuations.

John Piteo

As COO, John's oversight at Funds SA includes financial reporting, performance measurement, portfolio implementation, custody, tax and unit pricing.

The content is suited to:

  • Super funds and other asset owners / investors in private markets
  • Fund management companies / managers of unlisted investment vehicles
  • Senior investment executives
  • Investment risk executives
  • Chief financial officers
  • Chief operating officers
  • Heads of investment operations
  • Heads of regulation & compliance

Attending offers delegates a useful opportunity to examine issues that impact their organisations now and going forward, discuss best practice, exchange ideas and interact with peers in an intimate setting.​​

Feedback 2023 (out of 10)

Overall:8.8
Agenda:9.1
Speakers:8.8
Would attend again:100%
Would recommend:100%

Testimonials

 

Slide 1

“I really appreciated the depth of knowledge shared in the session.”

Slide 2

“Thought it worked perfectly.”

Slide 3

“An annual Private Markets Summit would be great.”

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