The democratisation of private equity

Tuesday 11 July 2023 | 18:30 - 20:30 | Evening Event

This session has been organised by CFA UK's Private Equity Special Interest group

A look at the various ways that small investors can get started in private equity

Previously the only investors in private equity were large institutions. Now, through exciting initiatives like a PE index/ETF vehicle or a (SaaS) platform designed to enable private equity to compliantly streamline and scale their distribution to private individuals, private equity is becoming open to everyone.  

This event will provide a comprehensive view of a number of new initiatives in this area.

Learning objectives:

• Improve your knowledge of the structure of private equity funds 
• Why it was difficult to allow small investors to be LPs in private equity funds 
• Explore the use of IT in private equity investor onboarding
• Understand the democratisation of private equity 
• Learn about how to structure a specialist ETF

Timings

Speakers

Eliran Gopas, Head of Product Strategy, NewVest

Eliran Gopas is a co-founding Partner and Head of Product Strategy at NewVest and is based in Tel Aviv.

Prior to NewVest, Eliran led PE and VC investing at Bank Hapoalim, Israels largest bank and financial institution. Eliran led dozens of primary, secondary and direct investments across multiple asset classes and played a pivotal role in the formation and sponsorship of several emerging managers. He also helped build and later oversaw the bank’s strategic venture capital program. Prior to joining Poalim, Eliran was an Analyst at iAngels, one of the leading venture capital funds in Israel.

Eliran holds a BA in economics and computer science from IDC Herzliya. 

Jonny Blausten, Co-founder and CEO, Sprout     

Jonny Blausten is CEO & Co-Founder of Sprout - an investment platform for private investors looking to access top-tier venture capital funds.

Having previously worked in strategy and M&A, and having made multiple private investments, Jonny founded Sprout to tackle the paucity of quality private market investment opportunities available to professionals, HNWIs and family offices.

Sprout works to educate, engage, and provide leading VC investment opportunities for its community, both online and in person.

Arik Oslene, COO, Vauban   

Arik Oslerne is a senior management executive with over 15 years of strategic and operational experience within the Financial Services, Technology, Human Resources and Legal sectors.

He was recently part of the Vauban management team that exited to Carta in 2022, and currently manages the EMEA Carta VC team. Prior to this, Arik was the COO at a financial brokerage that exited in 2017 in a $100M buy-out.

Arik holds an MBA from London Business School and is a qualified solicitor (England & Wales).

Anna Barath, CFA, Head of Fund Investments, Bite   

Anna is the Head of Fund Investments of Bite, based in London. She joined Bite in 2021 from KIC, the $170bn sovereign wealth fund of South Korea, where she was a Senior Investment Manager allocating to private equity and credit across funds and co-investments. Prior to KIC, she worked in the Private Markets team of the £80bn Universities Superannuation Scheme.

Her experience in private markets spans nearly a decade, during which she worked on combined capital commitments of $4.5bn, with 50+ fund and co-investment deals completed in private equity, credit, infrastructure and real estate. At Bite, Anna leads the fund sourcing, selection and diligence activities of Bite.

A British and Hungarian national, Anna holds an MA in finance from IE Business School and a BA in international business economics from Corvinus University of Budapest. She is a CFA charter holder. In 2023, Anna was named as one of Private Equity International’s Women of Influence in private markets, a list recognising female leaders within the industry.