Ana Sousa’s Post

Cap Connect looks forward to hosting its inaugural meeting for 2024, our Best Ideas - Public and Private Markets Investment Meeting on 7th March at the RAC in London. As in prior years, we look forward to connecting top-tier fund managers, whose tailored solutions help navigate the intricate landscape of global trends, with the UK's leading family offices and wealth managers. Our event boasts an impressive lineup of specialist strategies covering a broad spectrum of investments including US Agriculture Private Credit, Private Equity Co-investment, Emerging Markets Private Credit, Infrastructure Investment, Public Thematic Equities, and Distressed and Special Situations Credit. We also look forward to welcoming keynote speaker Raffaella Tenconi of Ada Economics, to review Macro & Markets for 2024 and closing speaker Greg Swenson, Chair of Republicans Overseas UK to share his expert insights on ‘Trump v Biden 2.0? This is an invitation-only forum for Professional Investors within the Family Offices and Wealth Management communities. If you would like to participate, please get in touch. #CapConnect #FamilyOffices #NetworkingEvent #GlobalTrends #USElections #FinancialInsights

We are proud to announce that our CEO, Andrii Gorokhov, will be moderating the Best Sectors for Private Equity Deals in 2024 and Beyond panel, which will be held during the Private Equity Insights conference on 4th September in London. This is the UK's largest private equity conference, where leaders and innovators of the financial sector will come together to exchange ideas and discuss the future direction of the industry. Stay tuned for insights and highlights from the event! #PrivateEquity #PEInsights #Investments #umgi

Scotland continues to secure 6% of the UK’s equity deals 🏴󠁧󠁢󠁳󠁣󠁴󠁿 The Deal 2023 launched last week (and it’s kind of a big deal). Our report details every single deal made in 2023, with insights into: Regions Sector Valuation Founder gender Company stage of evolution And see the biggest deals of the year See which region secured the top spot, and get access to insights all the above and more, by downloading our annual report: https://hubs.ly/Q02lXbzF0 #BeauhurstInsights #TheDeal2023

With the prospect of improving economic conditions prompting an uplift in private equity deal activity this year, value creation is expected to play a greater role among the investment community. Couple this alongside record amounts of available dry powder, will deal flow rebound in 2024? To delve deeper into this topic, read our latest outlook on the UK private equity deals and value creation 2024, available at the following link: https://lnkd.in/e3J2XMdr Many thanks to Jasper van Heesch, Director and Private Equity Senior Analyst at RSM UK; Richard Sanders, Managing Partner at Sullivan Street Partners; Jamie Roberts, Partner at UK-based YFM Equity Partners; and Peter Barkley, Partner at WestBridge, for sharing their views with Actum Group. Our outlook features research from RSM, EY and PwC. #ActumGroup #ValueCreation #ValueLever #PrivateEquity

Mario Giannini of Hamilton Lane took the virtual stage for "Private Partners: Leverage, Exits, and Navigating the Private Equity Market Maze of Opportunities". The session on private markets, highlighting the dual-edged sword of accessing opportunities and navigating the complexities that come with illiquidity premia. With a critical eye on the evolution of private equity, the discussion aimed to demystify the challenges of concentrated risk, leverage, and liquidity in this asset class. Giannini's fundamental thesis provocatively suggested that the prevailing reliance on anecdotes (which is dangerous) over data in managerial strategies might be a misstep, setting the stage for a thought-provoking dialogue on the future of private equity investments. #AlternativesSymposium #PrivateEquityInsights

Discover insights from Emilio Domingo, Head of Private Equity in the UK, as he discusses the outlook for private equity in 2024 in our latest webinar recording: Global Private Equity Report: UK and Europe deep dive.

Discover insights from Emilio Domingo, Head of Private Equity in the UK, as he discusses the outlook for private equity in 2024 in our latest webinar recording: Global Private Equity Report: UK and Europe deep dive.

Auquan CEO Chandini Jain is speaking at Private Equity Wire's Private Credit European Summit this Thursday May. 16 2024 in London. The fireside chat session — "The need for speed: How are firms gaining a competitive edge in the private credit boom?" — will be a conversation between Chandini and Michael Slane, Head of Origination, Investec Fund Solutions. The two will discuss why moving quickly is critical in the changing private credit landscape. https://lnkd.in/eR2CH9jP #privatecredit #privateequity #privatemarkets #genai

The fourth annual Florida RIA Summit is a one-day event for 100+ independent registered investment advisors in Florida with a minimum AUM of $100 million at The Don CeSar. Join us for insightful morning panel discussions on RIA market trends leading into 2024 and the state of credit markets: At 9 AM, the Market Outlooks and Opportunities panel will be discussing how RIAs are positioning, managing risk and growing clients’ portfolios in domestic and global markets. They will address current market trends and how you can take advantage of opportunities to best serve your clients. Please join Jack Ablin, CFA, Founding Partner and Chief Investment Officer at Cresset Capital and Mike Nixon, Partner & Managing Director at Sundance Bay. At 9:50 AM, Dave Breazzano, Head of Polen Capital’s credit team, will be presenting “High Time for High Yield” addressing how after a decade and a half of no real yield, the market is now firing on all cylinders and why he believes it’s a uniquely opportune moment to dive into high yield. Join us to learn from your peers and build industry connections and community: https://lnkd.in/eSD4R5my #PortfolioSummits #RIAcommunity #Florida #Floridafinancialadvisory

🌍 Get excited for a captivating investor panel at the #INREVAnnualConference on "Continental Contrasts: Indirect Investing in the Global Landscape." This panel will be moderated by Thomas Brown from LGT Capital Partners, as we explore diverse perspectives from investors across North America, Asia, and Europe as they discuss future strategies, challenges, and opportunities. Don't miss this opportunity to gain valuable insights from our panellists, featuring Jo McNamara from Oxford Properties Group, Peter Morgan from PFA and Roger Baumann of Zurich Insurance. #InvestmentStrategies #GlobalFinance #IndustryInsights