12 September 2024

Privatize

Private Markets Summit '24

Wealth Executives Circle: 10:00 AM - 4:30 PM
Private Markets Leaders Reception: 4:00 PM - 9:00 PM
Participation by personal invitation
ADVISORY AND DISCRETIONARY wealth management

Differentiate
with PRIVATE MARKETS

Leading private markets asset managers open up their flagship strategies for the wealth segment. Privatize provides education, fund insights, and the access solution, while innovative custodian banks facilitate efficient funds processing. It has never been easier to make one of the most sought-after asset classes accessible to individual investors and endowments.
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At the Privatize Private Markets Summit 2024, executives and senior experts from (multi-)family offices, banks, wealth managers, independent advisor networks, and insurances (unit-linked) meet with world-leading private markets asset managers.

Key Topics Privatize Summit 2024

Fund Selection: What leads to successful due diligence results across private markets asset classes? What role does client expectations play in selecting the right strategies?
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Client Conversation: What ambitions, desires, and questions can advisors expect from individual investors on private markets funds? How can delivering privatize markets funds be successful?
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Network with industry leaders, share best practices, forge partnerships, and shape the future of private markets.

Private Markets Summit 2024

WELCOME TO PRIVATE MARKETS

12 SEPTEMBER 2024

Speakers

Nedelina Lazarova | Privatize
Nedelina Lazarova
HQ Trust - Partner, Head of Private Debt
Florian Kluge | Privatize
FLORIAN KLUGE
Ardian - COO Investor Relations and Co-Head of Investor Relation Europe & Senior Managing Director
Sophie Dodson | Privatize
Sophie Dodson
Carlyle - Head of Carlyle Global Wealth, Europe
Thomas Buckard | Privatize
Thomas Buckard
MPF AG - Chief Executive Officer
Manuel Hausler | Privatize
MANUEL HÄUSLER
Ardian - Senior Managing Director and Member of the ASF Management Committee
Susette Mantzel | Privatize
Susette Mantzel
Berenberg - Head of Private Markets Solutions
Benjamin Fischer | Privatize
Benjamin Fischer
BlackRock - Head of Banks & Strategic Clients, Wealth Germany
Moritz Von Rhein | Privatize
Moritz von Rhein
LIQID - Managing Director and Head of Private Markets
Brandon Robinson
J.P.Morgan Asset Management - Managing Director, Deputy Global Head Alternatives and Member of the Asset Management Operating Committee
Marcus Brian | Privatize
Brian Marcus
Carlyle - Partner, Deputy Head of Cross Platform Investing, Global Credit
Alexander Herber | Privatize
Alexander Herbert
ABN AMRO - Executive Director, Member of the Private Equity Investment Committee
Sebastian Boesen | Privatize
Sebastian Boesen
UBS WM - Head of Private Markets Distribution, Germany
Philip Wobst | Privatize
Philip Wobst
Bauer Vermögensverwaltung - Head of Portfolio Management
Kai Aschick | Privatize
Kai Aschick
BlackRock - Head of Alternatives Product Distribution, EMEA
Beate Meyer | Privatize
Beate Meyer
UBS - Head of Wholesale, Central Europe
Daniel Schäfer | Privatize
Daniel Schäfer
FGS Global - Partner
Sonja Knorr | Privatize
Sonja Knorr
Scope Fund Analysis - Head of Alternative Investments
Dr. Andrea Vathje | Privatize
Dr. Andrea Vathje
Privatize - Head of Privatize Private Markets Institute
Tim Henning | Privatize
Tim Henning
Privatize - Chief Executive Officer

WEALTH EXECUTIVES CIRCLE

Thursday, 12 September 2024, 10:00 AM - 4:45 PM

Registration

Time
10:00 AM - 10:30 AM
Location
UBS OpernTurm
38th Floor
Bockenheimer Landstraße 2-4

60306 Frankfurt am Main

Welcome

Speakers
Tim Henning (Privatize), Beate Meyer (UBS)
Time
10:30 AM - 10:45 AM
Topic
Tim Henning and Beate Meyer welcome you to the Private Markets Summit

Privatize Insights

Speakers
Dr. Andrea Vathje (Privatize)
Time
10:55 AM - 11:25 AM
Topic
Update on regulations, the development of the product universe, and the impact of private market funds in SAA

Private Markets in Wealth Management

Speakers
Philip Wobst (Bauer Vermögensverwaltung), Dr. Andrea Vathje (Privatize)
Time
11:25 AM - 11:40 AM
Topic
Integration of private market investments in discretionary portfolio management

Manager Insight – BlackRock

Speaker
Benjamin Fischer (BlackRock), Kai Aschick (BlackRock)
Zeit
11:45 - 12:15 Uhr
Thema
Succesful implementation of evergreen ELTIFs

Manager Insight - Carlyle

Speakers
Sophie Dodson (Carlyle), Brian Marcus (Carlyle)
Time
12:15 PM - 12:45 PM
Topic
ETAC, a semi-liquid Private Credit ELTIF

Lunch Break

Time
12:45 PM - 1:30 PM
Topic
Take the opportunity to network over a delicious lunch

1st Panel: Private Markets Fund Selection

Speakers
Nedelina Lazarova (HQ Trust), Moritz von Rhein (LIQID), Thomas Buckard (MPF AG), Sonja Knorr (Scope)
Time
1:30 PM - 2:15 PM
Topic
Aspects of private markets manager due diligence, considerations of structural requirements, and client expectations

Manager Insight - Ardian

Speakers
Florian Kluge (Ardian), Manuel Häusler (Ardian)
Time
2:20 PM - 2:50 PM
Topic
Prime season for secondary strategies

Manager Insight - J.P. Morgan AM

Speaker
Brandon Robinson (J.P.Morgan Asset Management)
Time
2:50 PM - 3:20 PM
Topic
Introducing an innovative multi-alternatives strategy

Coffee Break

Time
3:20 PM - 3:40 PM
Topic
Informal exchange over coffee and snacks

2nd Panel: Advisory Practice Private Markets Funds

Speakers
Susette Mantzel (Berenberg), Alexander Herbert (ABN AMRO), Sebastian Boesen (UBS Wealth Management), Daniel Schaefer (FGS Global)
Time
3:40 PM - 4:25 PM
Topic
Successful client conversations around private markets funds with individual investors: positioning, client communication, frequently asked questions

Transition to Evening Reception

Time
4:25 PM - 4:45 PM
Topic
The evening reception will take place on the 6th floor in the lounge and on the terrace

LOCATION - WEALTH EXECUTIVES CIRCLE

Address

UBS OpernTurm
38th Floor
Bockenheimer Landstraße 2-4

60306 Frankfurt am Main

Arrival

Underground parking in the building (Opernturm parking)
Public connections:
Subway (Alte Oper)
S-Bahn (Taunusanlage)

Partners

Prime Partner
Partner
Media partner

PRIVATE MARKETS LEADERS RECEPTION

Thursday, 12 September 2024, 4:00 PM - 9:00 PM

Getting Ready

Participants
Experts from family offices, banks, wealth managers, advisor networks, insurance companies and world-leading private markets asset managers.
Time
4:00 PM - 5:15 PM
Topic
Take the opportunity to exchange ideas with industry leaders and experts. Enjoy an evening with insightful conversations at one of Frankfurt's finest locations.

Keynote and Privatize Update

Speaker
Speaker to follow
Time
5:15 PM - 6:15 PM
Topic
Summit keynote on the state of private markets and an update on Privatize.

Evening Program

Time
6:15 PM - 9:00 PM
Topic
Enjoy the evening with live performance, good music, food, and cold drinks
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Reflect on the day’s discussions, and connect with like-minded individuals in an informal setting.

Location - PRivate Markets LEADERS RECEPTION

Address

UBS OpernTurm
6th Floor - Lounge & Terrace
Bockenheimer Landstraße 2-4

60306 Frankfurt am Main

Arrival

Underground parking in the building (Opernturm parking)
Public connections:
Subway (Alte Oper)
S-Bahn (Taunusanlage)
Evening Location | Privatize
Welcome to Private Markets
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