Day 1

24 Jun

Global outlook: Navigating (more) uncertainty

PE investors entered 2025 hoping more benign conditions might facilitate deal activity. These did not materialise, and the opening months of 2026 were marked by even more uncertainty, notably around artificial intelligence disruption and escalating tensions in the Middle East. With external shocks hard to predict, investors must double-down on internal competencies they can control, being mindful of geographical and sectoral impacts on asset selection and focusing on risk mitigation, value creation, and exit planning. 

  • Where is most of the liquidity coming from in private equity? 
  • Regulations, labour, innovation – how are investors tackling AI?
  • Which geographies represent a calculated risk in 2026? 
  • How are GP-LP relations changing as investor bases become more diverse?


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  • Speakers keyboard_arrow_down
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    Tim Burroughs Managing Editor, Global Private Funds, and Managing Editor, AVCJ Mergermarket Bio
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    Johnathan Seeg Managing Director and Global Co-Head BlackRock Private Equity Partners (“PEP”) Bio
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    Kai Lin Managing Director, Investment Coller Capital Bio
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    Kathy Reiland Member of the Investment Committee Integrum Bio
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    Kevin Kester Partner and Co-Managing Partner of Small Business Investments and Co-Portfolio Manager of Small Buyout Funds Siguler Guff Bio

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