25 - 26 November 2025
Hurlingham Club, London
Stephen is responsible for the firm’s Alternative Investment offering and chairs the Alternative Investment Committee. In his role as Adviser, Stephen also provides long-term investment advice to his clients. Lincoln provides access to private market investments by allocating to third-party investment managers. Through the firm’s well-established network, Lincoln receives a high number of investment opportunities and those that make it through the due-diligence process are often capacity constrained, with a large GP commitment, and unavailable to the wider market. As a Limited Partner, gaining access to unique opportunities that are uncorrelated to public markets is of paramount importance at Lincoln. This is further evidenced by the team’s strong alignment of interests, with all Advisers at Lincoln personally allocating to each investment opportunity alongside their clients. Lincoln continues to seek access to intelligent, high-conviction investment opportunities which continue to be of great interest to clients seeking enhanced returns. Stephen and the team remain focussed on delivering diversified exposures to clients on an advised basis, which has included previous allocations to Growth Buyout, Global Secondaries, Forestry, Litigation Financing and a specialist Uranium Fund.
Communicating the value of private markets to clients remains one of the most persistent challenges for wealth managers. From unfamiliar terminology to long investment horizons, complex structures and liquidity constraints, these products often require deeper explanation and a different framing than traditional holdings. This session will examine where clients are struggling to connect with the private markets proposition, how expectations are being misaligned across the lifecycle of investments, and what makes relationship conversations effective. Hear how firms are showing HNWIs why stepping into private markets makes sense, and how they are leading the journey for those clients who already have private markets exposure.
Check out the incredible speaker line-up to see who will be joining Stephen.
Download The Latest Agenda