AVCJ Private Equity Forum Australia & New Zealand 2024
Four Seasons Hotel, Sydney and Online
07
Mar
Private wealth: Filling the fundraising gap
High net worth individuals represent a huge and largely untapped source of capital for private equity globally. In an advisor-led Australian market, wealth management platforms have emerged as a prominent access point. Working effectively with these groups means understanding that their customers can differ markedly from institutional investors in terms of sophistication, education, risk appetite, and economic objectives. Our panellists explain how they assess opportunities and consider the long-term implications of democratising private markets.
- How popular is private equity versus other private markets options?
- Will semi-liquid products come to dominate the high-net-worth space?
- Is there scope for customisation in areas like fees, capital calls, and reporting?
- What more can be done in terms of education and expectations management?
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SpeakersKen Licence Managing Director PRINCIPLE ADVISORY SERVICES
Martin Randall Head of Alternatives LGT CRESTONE
Gillian Gordon Head of Alternative Investments & Responsible Investing JBWERE
Andrew McAuley Chief Investment Officer CREDIT SUISSE WEALTH MANAGEMENT, A UBS GROUP COMPANY
Darragh Kennelly Senior Investment Analyst ESCALA PARTNERS
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Ken Licence joined Principle in 2009 and was appointed to the role of Managing Director in December 2010. Mr. Licence has over 25 years’ financial services experience across a range of investment strategies including property, private equity and infrastructure. He has held senior management positions with Lend Lease, Deutsche Asset Management, and CP2, assisting major domestic and international institutional clients.
Mr. Licence has been a Board Member of the Association of Superannuation Funds of Australia (NSW) and holds a Bachelor\ of Commerce from Griffith University and a Masters of Business Administration from the University of Queensland.
Martin Randall is responsible for delivering and maintaining LGT Crestone’s investment offering across hedge funds, private equity and real assets. Engaging with local and global alternative asset firms, Martin’s focus is to source, perform due diligence and structure alternative investment solutions for Crestone’s client base. He is also a member of the LGT Crestone Investment Committee and further supports LGT Crestone’s investment offering across separately managed accounts, impact investments and structured products.
Martin joined UBS Wealth Management Australia Ltd in 2014 and transitioned to LGT Crestone at launch in 2016. Prior to that, Martin worked in the UK for EFG Private Bank as Head of Structured Products, having started his career at Kleinwort Benson Private Bank (now Kleinwort Hambros), developing derivative and tax-based structured products for high-net-worth investors. Martin holds a BSc in Computer Science from the University of London.
Gillian joined JBWere in May 2019 and is Head of Alternative Investments and Responsible Investing (RI), in addition to being an Executive Director of the firm. As Head of Alternatives, Gillian leads the Alternatives strategy, investing selection and execution across Private Equity, Private Debt, Real Assets including Infrastructure and Property and Uncorrelated Assets. Gillian also leads the further expansion of JBWere’s approach to Responsible Investing spanning ESG, ethical/impact investing, and stewardship of capital. Prior to joining JBWere, Gillian held senior multi-asset global investment and structuring roles on trading floors, working across Europe, North America, Asia, Africa and the Middle East, within Standard Chartered Bank (SCB) and Bank of Montreal (BMO) Capital Markets. Gillian was also the global structuring sustainability lead for capital markets in both SCB and BMO. Gillian’s roles have included leading sales and structuring for SCB’s Alternative Asset Group (AUM +USD 2bio) in London, in addition to leading and designing multi-asset investment solutions across Fixed Income, Equities, FX, Alternatives, Credit, Commodities and Responsible Investments (RI) for Institutional, Private Bank and High Net Worth clients.
INSEAD Executive Education (TGM, 2022)
Bachelor of Commerce, University of Queensland
Bachelor of Business (Management), University of Queensland
Certified Practicing Accountant (CPA) Australia
Capital Markets Programme, Chartered Institute of Securities and Investments (CISI)
UK Diploma of Investment Advice (Qualified UK Financial Adviser), Chartered Institute of Securities and Investments (CISI)
Andrew is a Managing Director of Credit Suisse Wealth Management Australia. As Chief Investment Officer, he is responsible for developing discretionary and advisory investment strategies across multi asset class portfolios for clients in Australia. He leads the team responsible for delivering investment solutions to clients. Andrew has been investing on behalf of clients for over 26 years and was the founder of the Credit Suisse Discretionary Portfolio Management service in Australia, which has consistently delivered strong performance for clients. He has managed single and multi-asset class portfolios for major superannuation funds, institutions, ultra-high net worth individuals, not for profits and private clients and is Chairman of the Australian Investment Committee. Andrew is a Chartered Accountant, and holds an Economics degree from the University of Sydney and a Diploma in Applied Finance and Investment from the Finance and Securities Institute of Australia.
Darragh co-leads the alternative investment research for Escala Partners encompassing private markets, real assets and hedge funds and leads the firm’s responsible investment research. He is a member of the firm’s investment committee and approved product list committee. Prior to joining Escala in 2019 he held positions with Prudential International carrying out fund due diligence across the platforms funds and has held positions in investment banking, private wealth, and trading in Ireland. Darragh holds a BSc in Business & Management from Technological University of Dublin, has completed the CFA Certificate in ESG Investing and is a CFA Charterholder.