David Jeffrey, Partner, Head of Europe at StepStone Group
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David Jeffrey


Partner, Head of Europe
StepStone Group

Check out the incredible speaker line-up to see who will be joining David.

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Day 2

Tuesday, May 9th, 2017


10:40 ALL STAR PANEL: Investors demands decoded- What are the deciding factors when choosing the right fund manager?

  • Winning strategies for evaluating what type of fund to invest and why: Mezzanine funds, development capital, bank funding or traditional Private Equity firms
  • Expectations on returns and growth: What is expected year on year and how is this measured?
  • Rethinking how currency risk will impact the fund manager selection process and the due diligence process
  • What role does data play compared to brand and reputation? Attitudes towards increased employment: Is this important?
  • What is the role of IR and how much does it really play in fundraising?

13:45 INTERVIEW: Identifying and assessing the alternative benefits when opting for separate managed accounts as an investment vehicle

  • SMAs as a tool for more customised and sophisticated portfolio construction
  • How can the investor sustain control over the decisions made to the account: Gaining a better understanding of the objectives and constraints outlined in the investment policy
  • What are the fee structures for these type of accounts and core factors to consider when choosing an investment manager
  • Differences in reporting processes and the need for more customisation
David Jeffrey interviewed by Olaf Neubert