Family Office Secondaries Forum

A themed investment event on the Secondaries Market co-hosted with the London Stock Exchange. There will be presentations from companies providing different methods for accessing secondaries markets, a panel discussion and the opportunity for roundtable discussions with delegates.

Please note that RSVP is compulsory for this event as only those on the guest list will be allowed to enter the building. Attendees must provide an official photo I.D. (e.g. passport, drivers licence or European I.D. card) upon arrival at the reception.

Agenda

13:45 -14:15 - Guest Arrival and Registrations
14:15 – 14:20 - Introduction
14:20 – 14:35 -  Keynote Speech
14:35 - 14:50 - Panellist Presentations
14:50 - 15:45 - Panel Discussion
15:45 - 16:00 - Coffee Break
16:00 - 17:00 - Roundtable Discussions
17:00 - 18:00 - Networking

Keynote

Tom Simmons, Director, Private Markets Product Development
London Stock Exchange

Tom focuses on product development and policy covering London Stock Exchange’s equity capital markets, leading on the Exchange’s development of a crossover market seeking to join up private and public markets which intends to make use of HMT’s proposed PISCES regulatory framework. Tom has been at the exchange for over 11 years, working within regulatory, policy and product roles spanning LSE’s AIM and Main Market trading venues focusing on primary market development. Tom is a Chartered Accountant who worked in PwC’s Insurance and Investment Management practice prior to joining London Stock Exchange.

Panellists

Mark James, Consultant: Investor relations, Private Securities Market
London Stock Exchange

Mark focuses on investor engagement for the London Stock Exchange’s Private Securities Market; the new venue that intends to make use of HMT’s proposed PISCES regulatory framework. Mark worked in investment banking for over 25 years, in roles spanning both public and private equity markets as an analyst, an investor and an advisor, before leaving to set up his Investor Relations consultancy, Investor Reach. Mark is a Fellow of the Institute of Chartered Accountants, having qualified with PwC UK prior to his investment banking career. 

London Stock Exchange sets the stage for your success, where ideas meet capital and become reality. They connect companies, countries, and investors in the real world to make measurable and positive differences across the globe. Customers look to them for broad access to capital markets and liquidity across multiple asset classes. They deliver a broad range of international equity, fixed income, exchange-traded funds, investment vehicles and foreign exchange markets. Customers can choose from their capital formation and execution venues, London Stock Exchange, AIM and Turquoise.

Daniel Jacoel, Founder & Principal
Oakview (Single Family Office)

Oakview invests in both public and private markets. Within private markets, Oakview focuses on acquiring profitable (c.£5m EBITDA), cash generative SME businesses. It is sector agnostic but only invests in companies domiciled in developed markets. Oakview provides high-level strategic advice and utilises its network for its portfolio businesses but does not interfere with daily operations. Most investments that Oakview has made over the past three years have been LP secondaries.

Prior to establishing Oakview, Daniel worked at Standard Chartered in Beijing, was Founder and Head of Kaupthing, Singer & Friedlander’s China Team in London, was a co-founding Partner of Akur Partners, and the sole Founder of Sino International Capital Group.

Thomas Moyse, Portfolio Manager
Carmignac

Carmignac is an independent European investment management boutique established in 1989, still fully owned by the founder, his family and employees. We strive to bring the best of active and alternative asset management to investors, helping them to fulfil their long-term goals whilst contributing towards building a more sustainable world. We are committed to delivering premium products with strong long-term performance, providing high quality customer service for both distributors and investors, and embedding ESG focus into everything we do.

Thomas Moyse is Portfolio Manager in the Private Equity team in London. Thomas joined Carmignac in 2024 after acquiring a 16-year experience in Private Equity as a Managing Director at Ardian. In the Secondaries and Primaries Funds team, he was responsible for structuring, executing and operating secondary transactions across the fund range.