2026 SIPA Day

15 October

Convene, 101 Park Avenue, New York

 

Once a year, our team of experts presents the latest findings from SIPA's proprietary research and analytical frameworks to industry leaders across private equity and infrastructure. Each session is curated around the latest data, offering independent, rigorous analysis on manager skill, alpha persistence, valuation and credit risk. This year marks the launch of SIPA's Alpha Rankings, revealing what the data shows about the true drivers of performance in private markets.

2026 SIPA Day Agenda

Morning — Alpha in Private Markets

08:50 - 09:00 Introduction by Frederic Blanc-Brude, CEO, SIPA

09:00 - 09:45 Private Markets & Total Portfolio Approach 

  • Implementing the Total Portfolio Approach while investing private assets: from theory to practice.
  • A presentation by Evan Clarke (EDHEC Infra & Private Assets).

09:45 - 10:30 Pricing the Unpriceable: Private Equity 

  • Fair market value and risk in private equity — moving beyond the appraisals.
  • Inside the private2000 index — a segment-by-segment view of risk-adjusted performance across the private equity universe.
  • A presentation by Frederic Blanc-Brude (SIPA).

10:30 - 11:00 Coffee break 

11:00 - 12:00 Panel: How do Private Equity Fund Managers Generate Alpha?

  • A panel discussion exploring how leading private equity fund managers generate alpha, examining investment strategy, operational value creation and factors that consistently drive outperformance.

12:00 - 12:45 Alpha Hunting in Private Markets

  • Measuring alpha when there are no daily prices — the methodology behind privateAlpha.
  • Who's actually winning? Manager rankings, outperformance, and the persistence question in buyout and infrastructure funds.
  • A presentation by Frederic Blanc-Brude (SIPA)

Afternoon — Valuation in Private Markets

12:45 - 14:00 Lunch

13:30 - 14:00 Keynote Speech 

14:00 - 14:45 The Evolution of Valuation Practices in Private Markets View

  • A review of current practices when reporting the value of private assets.
  • Best practices vs. current practices vs. the evolving regulation.
  • A presentation by Demi Chung (EDHEC Infra & Private Assets).

14:45 - 15:30 Afternoon break 

15:30 - 16:30 Panel: What is the Fair Value of Private Assets? 

  • A panel discussion on the importance and evolution of asset valuation practices in private markets in the context of the development of retail products.
  • Moderator: by Frederic Blanc-Brude (SIPA).

16:30 - 17:30 The Denominatrix: How much did large US plans lose because they sold PE at the worst time?

  • A forensic investigation into the decision to sell private assets because of the denominator effect.
  • The role of stale appraisals and the cost to investors.

17:30 - 18:30 Drinks reception

 

Why Attend?

Access exclusive research from SIPA's proprietary indices and analytical frameworks, including the exclusive Infrastructure Alpha Rankings.

Gain evidence-based insights into private equity and infrastructure performance, valuation, and credit risk from independent quantitative research.

Hear from industry leaders and researchers addressing the benchmarking and measurement challenges in private markets.

Connect with senior institutional investors and market professionals.

Private Markets Data & Alpha Insights

Join SIPA's experts for a day of exclusive research, data-driven insights and insightful discussion on the key drivers shaping performance in private markets.

Secure your spot