3rd Private Markets Summit
13 May 2025
Amora Hotel Jamison Sydney
Agenda
09.00-09.10 // Welcome and conference opening
09.10-09.50 // Private markets strategy
This session will discuss the outlook for private markets and how to get the right forward plan, considering growing scale, complexity and increasingly regulatory oversight. How can investment firms best position for the future?
- Private markets: a macro perspective
- Where are the opportunities and risks?
- Assessing optimal ways to access private investments – via fund managers or in-house/direct?
- Lessons from offshore – what can we learn from overseas counterparts, such as Canadian or Dutch funds?
Richard Chapman
Director – Corporate Development & Strategy,
LVP
09.50-10.30 // The organisational perspective: supporting forward plans
As investment managers branch out into more diverse private market asset classes, the ability to obtain a whole-of-fund perspective – or at least be able to incorporate a private market operating model into the broader fund operating model – becomes more difficult.
This session will discuss what greater specialisation and scale in private markets will require from a technology point of view:
- Is it better to implement an all-in-one solution that can cover all private market asset classes but might not be specialist; or aim for best of breed in all asset classes?
- What are the interoperability requirements?
- How are different investment organisations managing for those challenges?
10.30-11.00 // Refreshments and networking
11.00-11.30 // Private credit – valuation, due diligence and risk analytics
Private credit comes in many different shapes and sizes, which can be complicated for asset owners to track, particularly when portfolios are highly diversified.
This session will discuss what best practice looks like when it comes to valuing private debt; common challenges and how to best manage for those, along with differences between local and international private credit arrangements.
11.30-12.15 // Private equity: unpacking the black box
While GPs are generally more willing to provide information compared to a few years ago, a lack of transaction data and listed comparables means that accurately valuing assets remains challenging. This session will discuss how best to approach these challenges.
12.15-12.40 // Audience roundtable discussion
12.40-13.40 // Lunch & networking
13.40-14.10 // Commercial property valuations: a critical assessment
Volatility in the commercial property market with reduced deal flows and more scrutiny on sustainability has led to uncertainty about the accuracy of current valuations.
This session will discuss commercial property valuation methodologies in the context of current market conditions.
14.10-14.40 // Best practice valuation governance and liquidity risk management: the regulatory perspective
The Australian Prudential Regulation Authority’s (APRA) recent review of superannuation trustees’ valuation governance and liquidity risk management practices has identified significant differences in the quality of governance and liquidity risk management arrangements among regulated entities.
This presentation, which will be followed by Q&A, will highlight regulatory expectations and practical applications of ‘best practice’ in valuation governance and liquidity risk management; along with key areas of weakness uncovered by the review and how these should be addressed.
14.40-15.00 // Audience roundtable discussion
15.00-15.30 // Refreshments and networking
15.30-16.10 // Investment reporting and analytics: the case for AI
Private assets investment reporting and analytics face significant challenges, particularly when dealing with unstructured data such as financial statements, capital notices, and capital account statements which are often provided in different formats and structures.
This session will discuss how funds are addressing reporting and analytics challenges with respect to unlisted assets, including ways in which AI can help to quickly extract and analyse relevant information to ensure accurate and timely reporting.
16.10-16.50 // Best practice board oversight and governance
APRA has flagged board scrutiny of unlisted asset valuations as an area of focus, amid concerns that board members may not have the expertise to be able to critically assess and challenge valuations.
This session will discuss how different funds are responding to heightened regulatory expectations:
- What is the ideal board and valuation committee composition?
- How are valuation committee members managing the additional workload?
- What tools can be deployed to keep everyone up to speed?
16.50-18.00 // Networking reception, drinks and canapés