Simon Ibbitson

Private equity and venture capital are often positioned as high-conviction plays for generating long-term alpha – but their risk-return profiles, liquidity constraints and timing sensitivity pose challenges for private wealth investors.  

This session will examine where these strategies best fit within a diversified portfolio, the complexities of positioning PE and VC effectively, the factors that influence performance across market cycles, and considerations when targeting niche or next-gen innovation themes.  

Drawing on practical experience with UHNWIs and family offices, the discussion will explore growing client appetite for single manager strategies, and the role of private equity and venture capital for performance pickup, diversification and risk mitigation.   

Gain insight into the use of feeder structures to reduce ticket sizes and streamline access, and explore the trade-offs involved in seeking outsized returns – and the uncertainty that comes with them.