21
May
Panel: LPs' perspectives on European opportunities – taking the long-term view?
Given the recent economic uncertainties the way institutional investors approach the current investment environment is determined by several factors, including portfolio maturity, strategic objectives, and risk appetite. Our panel of investors will take stock of the current situation and discuss their strategies for the region.
- What are the biggest issues impacting allocation decisions?
- How is the LP-GP power dynamic evolving – what is the new role of an LP?
- What investment committees are asking that they weren’t a year ago and under what circumstances would LPs' back a first-time fund?
- What are LPs' feelings on continuation funds and fund diversification?
- Do LPs' prefer a pan-regional coverage or sector specialist managers?
- How are LPs' responding to questions on ESG and portfolio valuations?
- How do LPs' feel about liquidity solutions within their portfolios and managing liabilities in secondary transactions.
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SpeakersMikhael Rawls Director Teacher Retirement System of Texas
Delaney Brown Head of Capital Solutions Bregal Investments
Petros Krappas Senior Investment Director Private Investments Cambridge Associates
Harriet Matthews Funds Editor MERGERMARKET
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Mikhael Rawls is a Director on the Private Equity team at the Teacher Retirement System of Texas. Mikhael leads the pension’s private equity fund investment activities across Europe and Asia. He is a member of the TRS Private Equity Investment Committee, tasked with evaluating all fund and co-investments, representing approximately $3 billion of committed capital per year. In addition, Mikhael leads the private equity team’s portfolio construction efforts. Prior to this role, Mikhael worked in the External Public Markets team at TRS, supporting a $39 billion portfolio of externally managed public market assets. In this role, Mikhael maintained coverage of both hedge fund and long-only mandates across several geographies and strategy types.
Mikhael is a CFA Charterholder and received his B.A. in Economics from Harvard University. Mikhael lives in London with his wife and four children.
Delaney is Head of Capital Solutions, working across the Bregal platform and its underlying strategies to deliver optimized strategic solutions for all clients. Delaney joined Bregal Investments following ten years at CPP Investments where he was Head of Funds & Secondaries, Private Equity, responsible for managing a team of 50 professionals investing in funds and secondaries across buyouts, growth equity, venture capital and co-investments in Europe and North America.
Prior to joining CPP Investments in 2013, he spent eight years at Hermes GPE LLP as Head of the Americas, focused on both private equity fund investment and co-investment. Before that, he was an Associate Director with Almeida Capital in London for five years and a Research Scientist for GlaxoSmithKline in the UK.
He has also been a prior chair of the BVCA’s LP Committee.
Delaney holds a BSc (First Class Hons) in Biochemistry from the University of Leeds
Petros Krappas is a Senior Investment Director at Cambridge Associates and is based in the London office.
As a member of the EMEA private equity and venture capital research team, his responsibilities include identifying and monitoring investment firms and their portfolio companies, as well as carrying out due diligence. Additionally, Petros is responsible for analyzing market conditions and tracking the private equity and venture capital industry trends.
Prior to joining Cambridge Associates, Petros was at Pathway Capital Management, a private markets investor, where he was a Vice President with focus on European private equity primary investments and co-investments. Before that, he was a member of the investment team at VenCap International, a UK-based venture capital investor.
Petros received a MSc in International Money, Finance, and Investments from Durham University Business School and a BSc in Statistics from University of Piraeus. He is a CFA® charterholder.