Capital Markets Day

On 17 September 2026, Pantheon International hosted its Capital Markets Day at the London Stock Exchange. The event was held for institutional investors and analysts.

WELCOME AND A YEAR IN REVIEW 

The event was moderated by Mary Ann Sieghart, Senior Independent Director of PIN, and PIN’s Chair, Tony Morgan, opened proceedings. You can watch the full video of the event or watch the individual sections below.

THE GLOBAL PRIVATE EQUITY ENVIRONMENT 

Jeff Miller, CIO of Pantheon, gives his outlook on the global private equity market. He explores deal activity, exits and liquidity, fundraising conditions and valuations along with a discussion on what separates specialist private equity managers from generalists as the market steadies after the highs of 2021-2022.

CAPITAL ALLOCATION - BOARD PERSPECTIVE

Tony Morgan, Chair of Pantheon International, discusses strategy and capital allocation from the Board's perspective, covering deployment pacing, secondary sale decisions and the split between new investments and share buybacks. 

SECONDARY SALE ADVISOR FIRESIDE CHAT

Charlotte Morris, Pantheon Partner and Lead Manager of PIN, and Brenlen Jinkens from PJT Park Hill, hold a fireside chat on the secondary market, covering its growth from around $10 billion two decades ago to roughly $225 billion last year and they also discuss deal dynamics and pricing.

"We're leaning into the mid-market, where we see more interesting opportunities, both at the asset level and in the funds we're supporting."

Charlotte Morris Pantheon Partner and Lead Manager of PIN

PORTFOLIO INSIGHTS

Erik Wong, Pantheon Partner in the co-investment team, and Charlotte Morris, Pantheon Partner and Lead Manager of PIN, discuss the drivers of performance across PIN's portfolio and cover topics including the active management of PIN’s portfolio, how the 2021/2022 vintage investments are progressing and the impact of AI on the software businesses within PIN’s portfolio.

PIN is now more focused and more disciplined, with a portfolio built for long-term growth."

Erik Wong Pantheon Partner in Co-investment team

THE YEAR AHEAD

Tony Morgan, Chair of Pantheon International, closes with his reflections on the year that has gone and his thoughts as he looks ahead. 

We've done a lot. We're on a journey. We've still got a lot more to do. But I can assure you, we're not standing still."

Tony Morgan Chair