Wednesday, 9th October, 2024 | The Penn Club of New York, Tarnopol Room

I

Breakfast Briefing

Secret sauce: Streamlining deal flow with front office transformation

Hosted by:

At Linedata, we’re helping scores of funds to scale, adapt, and transform to maximize their opportunities and competitive edge. Our Global Services offering of outsourcing and co-sourcing solutions leverages leading technology platforms, AI/ML, and public cloud to transform how our clients operate.

Our service engagements leverage the expertise of highly trained professionals and two decades of industry best practices developed across the credit, hedge, private equity, and traditional asset management market.

As the world of PE prepares for higher deal volumes, speed and differentiation will be the need of the hour – finding the right deals, making the right approach, and building the right exit plan. Technology is the great leveller, but it might also provide that much-needed secret sauce.

Join us for an exclusive, closed-door breakfast with senior PE leaders, as we discuss how firms are setting up for a more vibrant deal environment.

Agenda

Breakfast refreshments served

Arrival and Registration

8:30 AM

9:00 AM

Welcome and Introductions

• Strategies for evaluating and monitoring new investments
• Benchmarking deal and transaction terms, market-wide
• Deal data: quicker access, better insights and streamlined diligence
• Unlocking the value-add potential of analysts through automation and AI

9:15 AM

Secret sauce: Streamlining deal flow with front office transformation

• Moderator: Aftab Bose, Head of Private Markets at Private Equity Wire
• Matt Dell Orfano, Portfolio Manager at Discovery Capital
• Andrew Muns, Investment Partner/Senior Credit Analyst at Investcorp
• Jasmeet Singh, Associate Vice President - Investment Research at Linedata

Speakers:

10:00 AM

Closing Remarks

10:30 AM

Networking & Event Close

Matt Dell Orfano

Portfolio Manager at Discovery Capital

Andrew Muns

Investment Partner/Senior Credit Analyst at Investcorp

Head of Private Markets at Private Equity Wire

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Aftab Bose

Associate Vice President - Investment Research at Linedata

Jasmeet Singh

The Penn Club of New York

Address: 30 West 44th Street, New York, NY 10036

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Venue Requirements

We kindly ask attendees to please keep electronic devices on silent during panels.

Business Casual Attire
For more information see the The Penn Club Dress Code

Dress Code

Electronic Devices

APPLY FOR THE LINEDATA BREAKFAST BRIEFING

Registration for this summit is only open to senior executives at fund managers and investors.

Thank you to our sponsors

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