Navigating Private Markets in Times of Uncertainty

Join us for an exclusive masterclass with Prof. Paolo Giancane, CFA, as we explore the shifting dynamics of the $2 trillion private equity and venture capital market amidst global uncertainty.

With economic and geopolitical developments unfolding daily, the private markets are under scrutiny. While sectors like IT and Healthcare are projected to show resilience due to their limited reliance on imports, others may face uneven impacts. The Financial Services sector, in particular, is expected to experience partial headwinds in light of current macroeconomic conditions.

Private company valuations typically adjust more slowly than public markets, meaning we may see fewer IPOs and more constrained access to high-yield financing in the short term. This session will examine how these trends may affect asset allocations and investor strategies going forward.

Key Takeaways:

• How macroeconomic uncertainty is reshaping private markets

• Sector-specific impacts and resilience patterns

• Implications for private company valuations, exits, and fundraising

• Strategic insights for investors navigating today's complex environment

About the Speaker:

Paolo Giancane, CFA, is a veteran investment banker, serial angel investor in disruptive sectors and advisor to institutional clients in overseas investments.
Paolo has been exposed to the Chinese market since 2005 and has participated in several equity financings on behalf of Chinese clients and advised European clients in prospective investments in China as well as divestitures of European assets to Chinese buyers.

He worked at Lehman Brothers in New York and London from 1997 through 2002 in the corporate finance and leveraged finance teams. He was a Director at UniCredit Investment Banking in Milan, Beijing and Hong Kong from 2002 through 2009 and partner at MountFlag Capital in Hong Kong afterwards.

Currently, he is an investor and advisor, among others, in eLegere.com, a cutting-edge software house designing data collection and data integration B2B solutions aiming international expansion, and Letsell.com, an online direct sales digital platform about to expand across key European markets.

Paolo holds a MSc in Finance from London Business School and a BA Degree from Bocconi University in Milan. He teaches executive programs for top class investors (i.e., PIF, the Saudi SWF) and industry players (i.e., Saudi Telecom Company, BNP Paribas, NTT Data), master programs at IE Business School and IE School of Architecture, and gives on-the-ground master classes worldwide.