Kroll’s European Alternative Investments Conference

In-Person

June 14, 2022 | London | (In-Person)

The Savoy Hotel, The Strand, WC2R 0EZ, London, United Kingdom

Kroll's European Alternative Investments Conference was held in London on Tuesday, June 14, where industry experts shared their perspectives on the alternative fund sector, with a focus on valuation, risk, governance and fund operations.

Kroll’s European Alternative Investments Conference

Some of the specific topics discussed included the global economic outlook and its impact on private investments, whether environmental, social and governance (ESG) initiatives can be reliably measured, and how funds are preparing for increased cyber risks.

We were excited to be joined by the Rt. Hon. Rory Stewart as the keynote speaker.

Rory Stewart is a renowned academic, politician and diplomat. He is a former cabinet minister that made widely praised contributions to the Conservative Party leadership contest. Rory governed two Iraqi provinces, lectured at Harvard and has currently returned to academia to focus on international development, intervention and the wider crisis in contemporary politics.

This conference is ideal for CFOs, COOs, valuation officers, security and risk leaders and compliance officers of private investment funds, institutional investors, investment managers and third-party AIFMs.

This is an exclusive event and attendance is by invitation only. If you have any questions or would like to express your interest in attending next year, please contact us at [email protected]

Register Your Interest for the 2023 Conference

Proposed Agenda / Speakers

Registration and Breakfast

In-Person June 14, 2022  |  8:30 a.m. to 9:00 a.m. BST

Breakfast in the River Room.

Breakfast in the River Room.

Welcome and Introduction

In-Person June 14, 2022  |  9:00 a.m. to 9:10 a.m. BST

Anne O'Dwyer
EMEA Management Committee Chair
Sharon Davies
Managing Director and London City Leader
  • Anne O'Dwyer made the opening remarks for the day, welcoming delegates to the 16th Annual European Alternative Investments Conference, the first branded as Kroll after the transition from Duff & Phelps earlier this year.
  • Sharon Davies was the Master of Ceremonies for the conference.
  • Anne O'Dwyer made the opening remarks for the day, welcoming delegates to the 16th Annual European Alternative Investments Conference, the first branded as Kroll after the transition from Duff & Phelps earlier this year.
  • Sharon Davies was the Master of Ceremonies for the conference.

Global Economic Outlook and the Impact on Private Investments

In-Person June 14, 2022  |  9:10 a.m. to 9:40 a.m. BST

Megan Greene
Global Chief Economist

Kroll’s Chief Economist, Megan Greene, provided an economic update as it relates to private investments and gave her view on a possible recession, rising inflation and more.

Kroll’s Chief Economist, Megan Greene, provided an economic update as it relates to private investments and gave her view on a possible recession, rising inflation and more.

Why Has the World Become a More Dangerous Place?

In-Person June 14, 2022  |  9:40 a.m. to 10:10 a.m. BST

Andrés Rodríguez-Pose
Princesa de Asturias Chair and Professor of Economic Geography at LSE
  • Over the last three decades, prosperity, equality, democracy, and peace have made considerable progress but that progress has been unevenly distributed. The result has been greater inequality and that has triggered a rise in discontent which is at the root of political polarisation.
  • Andrés Rodríguez-Pose, Professor of Economic Geography, London School of Economics (LSE) explored the consequences of this transformation.
  • Over the last three decades, prosperity, equality, democracy, and peace have made considerable progress but that progress has been unevenly distributed. The result has been greater inequality and that has triggered a rise in discontent which is at the root of political polarisation.
  • Andrés Rodríguez-Pose, Professor of Economic Geography, London School of Economics (LSE) explored the consequences of this transformation.

Fireside Chat: The Intersection of Geopolitics and Economics

In-Person June 14, 2022  |  10:10 a.m. to 11:00 a.m. BST

Tom Everett Heath
Global Head of Forensic Investigations and Intelligence
Andrés Rodríguez-Pose
Princesa de Asturias Chair and Professor of Economic Geography at LSE
Megan Greene
Global Chief Economist
  • Tom Everett-Heath, Global Head of Forensic Investigations and Intelligence, Kroll
  • Andrés Rodríguez-Pose, Professor of Economic Geography, LSE
  • Megan Greene, Global Chief Economist, Kroll
  • Tom Everett-Heath, Global Head of Forensic Investigations and Intelligence, Kroll
  • Andrés Rodríguez-Pose, Professor of Economic Geography, LSE
  • Megan Greene, Global Chief Economist, Kroll

Coffee Break and Networking

In-Person June 14, 2022  |  11:00 a.m. to 11:10 a.m. BST

Networking break.

Networking break.

Can ESG Initiatives Be Reliably Measured?

In-Person June 14, 2022  |  11:10 a.m. to 12:00 p.m. BST

Martin Bresson
Public Affairs Director Invest Europe
Julianne Recine
Managing Director
Andrew Probert
Managing Director Chief Growth Office
Jim Weight
Founder and Managing Partner Weight Capital Partners
  • Martin Bresson, Public Affairs Director, Invest Europe
  • Julianne Recine, Managing Director, ESG, Kroll
  • Andrew Probert, EMEA Head of ESG Advisory, Kroll
  • Martin Bresson, Public Affairs Director, Invest Europe
  • Julianne Recine, Managing Director, ESG, Kroll
  • Andrew Probert, EMEA Head of ESG Advisory, Kroll

Lunch

In-Person June 14, 2022  |  12:00 p.m. to 1:10 p.m.

Lunch in the River Room.

Lunch in the River Room.

The Age of Populism

In-Person June 14, 2022  |  1:10 p.m. to 2:00 p.m. BST

Hon. Rory Stewart
Academic Politician and Diplomat

Rory Stewart is a renowned academic, politician and diplomat. He is a former cabinet minister that made widely-praised contributions to the Conservative Party leadership contest. Rory governed two Iraqi provinces, lectured at Harvard and has currently returned to academia to focus on international development, intervention and the wider crisis in contemporary politics.

Rory Stewart is a renowned academic, politician and diplomat. He is a former cabinet minister that made widely-praised contributions to the Conservative Party leadership contest. Rory governed two Iraqi provinces, lectured at Harvard and has currently returned to academia to focus on international development, intervention and the wider crisis in contemporary politics.

Workshop Series 1

In-Person June 14, 2022  |  2:00 p.m. to 2:45 p.m. BST

David Larsen
Managing Director
Deji Oduwole
Director
Daniel Turi
Director
PJ Viscio
Managing Director
Elizabeth Ross
Associate Managing Director

How Do the IPEV Guidelines Help with Determining Fair Value in the Current Economic Climate?

  • David Larsen, Managing Director, Alternative Asset Advisory, Kroll
  • Catherine Zou, Vice President, Portfolio Valuation, Kroll
  • Deji Oduwole, Director, Valuation Advisory Services, Kroll
  • Daniel Turi, Director, Portfolio Valuation, Kroll

An interactive discussion about the judgments required to determine fair value in the current economic environment. How should the IPEV Valuation Guidelines and IPEV Board special guidance be incorporated in the fair value estimation process?

Created Value Attribution: Quantifying Alpha and Implications for Measuring ESG

  • PJ Viscio, Managing Director, Alternative Asset Advisory, Kroll

This session covered the historical attribution model and its fatal flaws; development of a refined attribution framework that addresses those flaws; and the potential application of the enhanced framework to the quantification of value created through ESG and other initiatives.

The Changing Cyber Risk Landscape and its Importance to the Investment Community

  • Andrew Beckett, Managing Director and EMEA Leader, Cyber Risk, Kroll

This interactive discussion highlighted the current changes to the cyber threatscape given the current economic and geopolitical situations; reasons we think the changes have occurred; how long they may last; and what it tells us about long-term threats.

Mitigating Risk Across the Investment Lifecycle

  • Elizabeth Ross, Associate Managing Director, Forensic Investigations and Intelligence, Kroll
  • Justine Radnedge, Senior Manager, Forensic Investigations and Intelligence, Kroll

Representatives of Kroll’s Forensic Investigations and Intelligence team provided insights into recent trends in financial crime, such as fraud, bribery and corruption, that can have a significant impact on asset managers and the companies that they are investing in. Kroll also provided some practical tips for risk mitigation and management through the deal cycle, and most importantly, value creation which we hope will help you on your journey as investors. This talk included “war stories” based on our many years of case management experience and audience contribution.

How Do the IPEV Guidelines Help with Determining Fair Value in the Current Economic Climate?

  • David Larsen, Managing Director, Alternative Asset Advisory, Kroll
  • Catherine Zou, Vice President, Portfolio Valuation, Kroll
  • Deji Oduwole, Director, Valuation Advisory Services, Kroll
  • Daniel Turi, Director, Portfolio Valuation, Kroll

An interactive discussion about the judgments required to determine fair value in the current economic environment. How should the IPEV Valuation Guidelines and IPEV Board special guidance be incorporated in the fair value estimation process?

Created Value Attribution: Quantifying Alpha and Implications for Measuring ESG

  • PJ Viscio, Managing Director, Alternative Asset Advisory, Kroll

This session covered the historical attribution model and its fatal flaws; development of a refined attribution framework that addresses those flaws; and the potential application of the enhanced framework to the quantification of value created through ESG and other initiatives.

The Changing Cyber Risk Landscape and its Importance to the Investment Community

  • Andrew Beckett, Managing Director and EMEA Leader, Cyber Risk, Kroll

This interactive discussion highlighted the current changes to the cyber threatscape given the current economic and geopolitical situations; reasons we think the changes have occurred; how long they may last; and what it tells us about long-term threats.

Mitigating Risk Across the Investment Lifecycle

  • Elizabeth Ross, Associate Managing Director, Forensic Investigations and Intelligence, Kroll
  • Justine Radnedge, Senior Manager, Forensic Investigations and Intelligence, Kroll

Representatives of Kroll’s Forensic Investigations and Intelligence team provided insights into recent trends in financial crime, such as fraud, bribery and corruption, that can have a significant impact on asset managers and the companies that they are investing in. Kroll also provided some practical tips for risk mitigation and management through the deal cycle, and most importantly, value creation which we hope will help you on your journey as investors. This talk included “war stories” based on our many years of case management experience and audience contribution.

Coffee Break and Networking

In-Person June 14, 2022  |  2:45 p.m. to 2:55 p.m. BST

Networking break.

Networking break.

Workshop Series 2

In-Person June 14, 2022  |  2:55 p.m. to 3:40 p.m. BST

Monique Melis
Managing Director and Global Head of Financial Services Compliance and Regulation
Anil Singh
Managing Director
Mark Turner
Managing Director
John Ward
Managing Director
David Larsen
Managing Director

Digital Assets: Sound Due Diligence and Valuation Practices

  • David Larsen, Managing Director, Alternative Asset Advisory, Kroll
  • John Ward, Managing Director, Alternative Asset Advisory, Kroll

Discussion on valuation and due diligence considerations with respect to various types of tokens, including cryptocurrencies and other digital assets.

Post-Brexit Capital Raising in EU

  • Monique Melis, Managing Director and Global Head of Financial Services Compliance and Regulation, Kroll
  • Anil Singh, Managing Director, Financial Services Compliance and Regulation, Kroll
  • Alan Thomas, Director, Financial Services Compliance and Regulation, Kroll

How do you access new sources of capital? Are you looking to diversify your investor base? Frustrated with navigating the complexity of EU regulatory frameworks?

From the decision of where to base your fund to meeting the substance expectations of regulatory bodies, fund promotors are finding the complexities of capital raising in the EU challenging.

Discussion on the structures and processes needed for fund promotors to access and raise capital across the EU.

Hot Topics in Operational and Financial Risk Management

  • Albert Maass, Managing Director, Valuation Advisory Services, Kroll
  • Marcus Morton, Managing Director, Valuation Advisory Services, Kroll
  • Mark Turner, Managing Director, Financial Services Compliance and Regulation, Kroll

Operational resilience is an area that regulators have been increasingly focused on in recent times, including through the introduction of new FCA rules for some larger firms that were effective March 31 this year. Both the direct and indirect impact of ongoing geopolitical events have increased the focus on how regulated firms oversee and manage operational resilience, including their use of third-party suppliers, across their supply chains.

On the financial risk management side, a hot topic for investors in illiquid assets is being able to assess the risk of investments such as private equity and real estate in times of stress such as now. This requires looking at all risks, including not only the risk of changes in net asset value due to sharp market fluctuations but also the risks of secondary market liquidity, LP funding, fund distributions and default risk. We provide case studies to illustrate the problems encountered by investors and the solutions available.

Intelligence Overview of the Russia Ukraine War

  • Simon Blackman, Senior Consultant, Security Risk Management, Kroll
  • Bob Thompson, Associate Managing Director, Security Risk Management, Kroll

This session highlighted the work Kroll has done to assist clients with operations and people in Ukraine and provided an overview of how the risk picture has changed since the invasion through to its present level of risk.

Digital Assets: Sound Due Diligence and Valuation Practices

  • David Larsen, Managing Director, Alternative Asset Advisory, Kroll
  • John Ward, Managing Director, Alternative Asset Advisory, Kroll

Discussion on valuation and due diligence considerations with respect to various types of tokens, including cryptocurrencies and other digital assets.

Post-Brexit Capital Raising in EU

  • Monique Melis, Managing Director and Global Head of Financial Services Compliance and Regulation, Kroll
  • Anil Singh, Managing Director, Financial Services Compliance and Regulation, Kroll
  • Alan Thomas, Director, Financial Services Compliance and Regulation, Kroll

How do you access new sources of capital? Are you looking to diversify your investor base? Frustrated with navigating the complexity of EU regulatory frameworks?

From the decision of where to base your fund to meeting the substance expectations of regulatory bodies, fund promotors are finding the complexities of capital raising in the EU challenging.

Discussion on the structures and processes needed for fund promotors to access and raise capital across the EU.

Hot Topics in Operational and Financial Risk Management

  • Albert Maass, Managing Director, Valuation Advisory Services, Kroll
  • Marcus Morton, Managing Director, Valuation Advisory Services, Kroll
  • Mark Turner, Managing Director, Financial Services Compliance and Regulation, Kroll

Operational resilience is an area that regulators have been increasingly focused on in recent times, including through the introduction of new FCA rules for some larger firms that were effective March 31 this year. Both the direct and indirect impact of ongoing geopolitical events have increased the focus on how regulated firms oversee and manage operational resilience, including their use of third-party suppliers, across their supply chains.

On the financial risk management side, a hot topic for investors in illiquid assets is being able to assess the risk of investments such as private equity and real estate in times of stress such as now. This requires looking at all risks, including not only the risk of changes in net asset value due to sharp market fluctuations but also the risks of secondary market liquidity, LP funding, fund distributions and default risk. We provide case studies to illustrate the problems encountered by investors and the solutions available.

Intelligence Overview of the Russia Ukraine War

  • Simon Blackman, Senior Consultant, Security Risk Management, Kroll
  • Bob Thompson, Associate Managing Director, Security Risk Management, Kroll

This session highlighted the work Kroll has done to assist clients with operations and people in Ukraine and provided an overview of how the risk picture has changed since the invasion through to its present level of risk.

Drinks Reception

In-Person June 14, 2022  |  3:40 p.m. BST onwards

Drinks and canapés in the River Room.

Drinks and canapés in the River Room.

Stay Ahead with Kroll

Valuation

Valuation of businesses, assets and alternative investments for financial reporting, tax and other purposes.

Compliance and Regulation

End-to-end governance, advisory and monitorship solutions to detect, mitigate and remediate security, legal, compliance and regulatory risk.

Corporate Finance and Restructuring

Middle Market M&A, Strategic Advisory, Debt Advisory and Private Capital Markets, Restructuring and Insolvency Services, Financial Due Diligence, Fairness Opinions, Solvency Opinions and ESOP/ERISA Advisory.

Cyber Risk

Incident response, digital forensics, breach notification, managed detection services, penetration testing, cyber assessments and advisory.

Environmental, Social and Governance

Advisory and technology solutions, including policies and procedures, screening and due diligence, disclosures and reporting and investigations, value creation, and monitoring.

Investigations and Disputes

World-wide expert services and tech-enabled advisory through all stages of diligence, forensic investigation, litigation, disputes and testimony.

Business Services

Expert provider of complex administrative solutions for capital events globally. Our services include claims and noticing administration, debt restructuring and liability management services, agency and trustee services and more.

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