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.

Discover more about the recent trends and growth seen in the secondaries market, and learn more about future, significant opportunities, and innovations because of the new PISCES regulations from the FCA. Taking advantage of this new bespoke regulatory framework, the London Stock Exchange are launching the Private Securities Market. A world first and pioneering crossover market that will offer private companies access to periodic liquidity and will make buying and selling stakes in private companies more accessible for professional and sophisticated investors, using public market infrastructure. 

Panellists

Mark James, Investor Relations Consultant
London Stock Exchange’s Private Securities Market 

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. 

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.

Sam Lawson, Managing Partner
Flywheel Capital

Flywheel Capital is a venture secondary investment firm, specialising in structured investing and active management. Through its innovative approach, Flywheel provides next generation liquidity solutions to growth-stage founders, companies and VCs, while enabling asymmetric returns for its investors. Flywheel is led by three partners, including Darren Westlake, founder and ex-CEO of Crowdcube, who together have completed $20B+ in transactions, generated $3B in liquidity and funded over 1,000 companies throughout our careers. Together, our mission is to innovate the venture secondary market and unlock a flywheel effect of more innovation, investment and growth.

Sam Lawson is General Partner at Flywheel Capital. Sam has over a decade of experience in private capital markets, specialising in venture capital, secondary and private credit investing. Prior to Flywheel, Sam served as VP, Capital Markets at Crowdcube where he led the launch of its Secondaries and Public Markets platform. Formerly, Sam was at Circle / Seedinvest in New York City, where he focused on US late-stage VC primary and secondary investments and syndications. Sam's career began at AR Global Investments, a $40B alternative investment firm; where he helped execute over $20B in public and private market transactions.