Agenda: Summit Private Equity Fund
Arrival, Registration & Boarding of Buses
8:00
Arrival and registration
9:00
Depart Seven Villa Hotel for respective site visits
Summit Private Equity Fund -Site Visit
9:00
Travel to Efficient Group, a Summit Private Equity Fund I portfolio investment
10:00
Arrival at Efficient Group - tea and refreshments
10:15
Presentation by Efficient Group
11:30
Lunch and networking break
12:30
Presentation by Lifecheq, a Summit Private Equity Fund I portfolio investment
13:45
Tea break
14:00
Travel back to Seven Villa Hotel
Late Afternoon Session
14:50
Arrive back at Seven Villa Hotel
14:50
Drinks and refreshments served at Seven Villa Hotel
15:00
Interactive gumboot dance session
15:30
Q3 – 2025 Limited Partners Advisory Committee meeting (where applicable)
We are delighted to welcome you to the 2025 Summit Private Equity Fund Investor Day and General Meeting — a two-day gathering to reflect on the activities of the Summit Private Equity Fund over the past year, and invite input from various stakeholders towards the objectives of the Fund.
We will begin with a visit to Efficient Group, where their team will host us for a presentation and conversation about their work and ongoing strategies “for everyone to attain financial well-being” and democratise access to bespoke financial advice. From there, we will hear from the team at Lifecheq, another Fund I portfolio company, whose story continues to inspire us — a story of innovation, resilience, and the impact that thoughtful capital can unlock.
The second day will be spent in deeper reflection and discussion, starting with presentations on the Fund’s progress against its target objectives, reviewing the performance of the investment portfolio, and reflecting on the path ahead.
This will be followed by a fireside chat with the external Investment Committee members of the Fund — those who have guided the team through its investment period in a dynamic and changing environment. The panel will give stakeholders the opportunity to hear their unique insights and views on assessing unlisted equity investment opportunities for achieving dual financial and social return objectives.
More than anything, these two days are about connection — reconnecting with our partners, the people behind the portfolio investments, and the shared vision for superior commercial returns and tangible, permanent social impact.
We look forward to spending this meaningful time with you.
Warmest regards,
The Summit Private Equity Team
A Message from the Summit Team
Meet our Speakers
Meet our Panelists
AGM Presentations
Presentations from the AGM will be available for download at the end of day 2. Please refresh your browser to access the update.
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Summit Private Equity
Healthcare Strategy
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Summit Private Equity
Education Strategy