THE 50/30/20 STANDARD

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The 50/30/20 Standard is Private Markets Group Ltd's  proprietary framework for ensuring every family office networking event maintains  an investor-first environment where capital allocators  lead the dialogue.  This strict composition ratio is enforced at every PMG  event—from our Oxford summits to digital forums—guaranteeing  that conversations remain peer-level, investment-focused,  and free from commercial pressures.

THE INDUSTRY PROBLEM

Traditional family office conferences in our experience tend to suffer from  severe imbalances:  

70-80% service providers, vendors, and intermediaries 

15-25% fund managers competing for attention 

Only 5-10% actual capital allocators (LPs)  

This creates: 

- Sales-driven agendas disguised as education 

- Low-quality networking with gatekeepers, not decision-makers 

- Product pitches masquerading as thought leadership 

- Transactional conversations lacking strategic depth

- Investor fatigue and dissatisfaction

OUR SOLUTION

PMG inverts this ratio, ensuring:  

Capital allocators outnumber everyone else combined

Investors control the conversation, not vendors

Educational content over promotional material 

Peer-to-peer dialogue at the highest level 

Authentic relationship-building, not speed dating

50% CAPITAL ALLOCATORS (LPs)

This core majority guarantees high concentration of investment peers who make allocation decisions.

WHO QUALIFIES?

Single-Family Offices:

Investment professionals managing family wealth 

£50M+ AUM (digital events)

£200M+ AUM (in-person Oxford summit) 

Endowments & Foundations:

CIOs, investment directors, portfolio managers  

University investment offices 

Charitable foundation investment teams 

Pension Funds:

Investment professionals with GP selection authority

Alternative investment allocation responsibility 

Sovereign Wealth Funds & DFIs:

Investment team members  

Development finance institution professionals

Insurance Companies:

Investment teams managing portfolios

Alternative asset allocation mandates 

ATTENDANCE

Complimentary for qualified LPs

WHY THIS MATTERS

When family offices & institutional capital allocators are the majority, they: 

• Control the agenda and conversation topics

• Share challenges and solutions with true peers

• Avoid being "sold to" by overwhelming vendors

• Build genuine relationships with other investors

• Access unbiased, educational content   

Carefully vetted professionals whose role is strictly educational knowledge exchange—NOT product sales.

WHO QUALIFIES?

Fund Managers & GPs:

Proven track record in relevant asset classes 

Demonstrated thought leadership    

Willing to share insights, not pitch funds

UHNW Legal Advisors & Tax Specialists:

Family office legal counsel 

International tax structuring expertise 

Private wealth tax advisors 

Specialists in private markets structuring 

Cross-border tax and regulatory experts 

Estate planning professionals 

Independent Financial Advisors (IFAs) & Private Banks:

Serving UHNW and family office clients         

Private markets allocation specialists 

Institutional relationship managers 

Alternative investment platforms 

ATTENDANCE 

Via paid tickets & event partnership packages

STRICT RULES

NO sales presentations permitted

NO product pitches during sessions

NO promotional content in materials

Educational insights only

Data-driven analysis required

Peer-level dialogue expected

WHY THIS MATTERS

By limiting this group to 30%, we ensure:

• LPs aren't outnumbered by vendors  

• Quality over quantity of GP representation   

• Service providers add value, not noise  

• Educational content remains genuinely helpful 

University faculty and researchers ensuring all content is grounded in independent, rigorous analysis.

WHO QUALIFIES?

Oxford Future of Real Estate Initiative Faculty:

Core academic partner for all PMG events       

Leading real estate research globally 

Saïd Business School Professors:

Finance, strategy, and entrepreneurship experts

Oxford University faculty 

Other Leading Universities:

Cambridge, LSE, Imperial, Harvard, Colorado, Chicago Booth, Lancaster, MIT, Stanford 

Conducting relevant private markets research

Research Institutes:

Independent think tanks

Policy research organizations          

Economic development agencies    

ATTENDANCE

Complimentary by invitation

THEIR ROLE

Present latest research findings

Provide evidence-based frameworks               

Review speaker applications for merit         

Ensure content accuracy and rigour         

Moderate sessions for balanced discussion  

Contribute independent perspectives   

WHY THIS MATTERS 

Academic participation:  

• Elevates credibility and intellectual standards 

• Provides independent, unbiased research    

• Ensures events serve educational purpose     

• Connects practitioners with cutting-edge thinking 

• Supports advancement of industry knowledge     

RIGOROUS APPLICATION PROCESS

Every applicant undergoes verification:

Organization type classification 

Role and authority confirmation 

AUM or capital base verification 

Investment activity validation 

Professional reference checks (when needed) 

PER-ORGANIZATION CAPS

To prevent over-representation: 

Maximum 2-3 complimentary LP passes per organization 

Additional attendees pay standard rates

Ensures diverse LP representation

DUAL APPROVAL REQUIREMENT

All applications reviewed by: 

Private Markets Group Ltd evaluation team

Oxford Future of Real Estate Initiative

Both must approve for acceptance.

REAL-TIME MONITORING

During registration process: 

Live tracking of attendee composition 

Automatic waitlisting when category reaches capacity 

Priority given to capital allocators if over-subscribed

POST-EVENT VERIFICATION

After each event: 

Attendee reports & surveys confirm role accuracy 

No-show tracking and future restrictions 

Continuous improvement of verification process

FOR CAPITAL ALLOCATORS

Benefits: 

✓ Genuine peer-to-peer learning 

✓ Honest conversations about challenges 

✓ Build relationships with other investors 

✓ Educational content without sales pressure 

✓ Worth the time investment

FOR FUND MANAGERS

Benefits: 

✓ Higher ROI per event 

✓ Access to qualified LPs 

✓ Meaningful relationship building 

✓ Educational platform builds trust 

✓ Less noise, more signal 

FOR ACADEMICS

Benefits: 

✓ Direct feedback from practitioners

✓ Research finds real-world application 

✓ Network with potential research funders 

✓ Influence industry best practices 

Q: What if I don't fit neatly into one category?

A: Contact us at office@privatemarkets-group.com. We review  edge cases individually. For example, if you're a family  office that also manages third-party capital, we'll evaluate  based on your primary activity.

Q: Can the ratios shift between events?

A: The ratios are strictly maintained across all PMG events.  However, we may have slightly different breakdowns within  the 50% LP category (e.g., more family offices at one event,  more pensions at another) based on topic relevance.

Q: What happens if too many LPs apply?

A: LPs are always prioritized. If over-subscribed, we: 

1. Give priority to higher AUM organizations 

2. Consider sector relevance to event topic 

3. Ensure geographic diversity 

4. May expand capacity slightly if venue allows

Q: Do you ever make exceptions to the standard?

A: Rarely. The 50/30/20 Standard is fundamental to our value  proposition. 

Exceptions might include: 

- Government officials relevant to policy discussions 

- Journalists covering the event (non-participating) 

- Event operations staff 

But these don't count toward attendee composition.

Q: How is this different from "investor-only" events?

A: "Investor-only" events often still have 30-40% service  providers who found a way to register. Our 50% threshold is  a minimum, rigorously verified and enforced. Plus, the 30%  expert contributors and 20% academics add valuable  perspectives that pure investor-only events lack.

The 50/30/20 Standard is more than a ratio—it's a commitment  to maintaining the UK's highest-quality educational family office forum. 

By ensuring capital allocators always outnumber everyone  else combined, we create an environment where:

- Investors control the conversation 

- Education trumps promotion 

- Relationships are built on trust, not transactions 

- Content quality is uncompromising 

- Your time is genuinely well-spent

This is why PMG events are different. 

This is the 50/30/20 Family Office Networking Event Model - The New Standard

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