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Informa
08:15 - 08:30 15 mins
Main agenda
Registration
08:30 - 08:40 10 mins
Main agenda
Chairperson's introduction
  • Jonny Maxwell, Investor & Corporate Advisor
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08:40 - 09:15 35 mins
Main agenda
Politics and markets: Digesting 2017 and gazing into 2018
  • Bobby Vedral - Partner, Goldman Sachs
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09:15 - 09:45 30 mins
Main agenda
Politics USA: taking the temperature of the administration and the nation
  • Mary Jordan - National Correspondent, Washington Post
  • Gordon Bajnai - Chairman of the Global Advisory Board, Campbell Lutyens, former Prime Minister of Hungary
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What do the results of the November local elections tell us, how is sentiment in Trump country and what is going on inside the administration? How are the Democrats preparing for 2019? 

Plus 15 minute Q&A with Gordon Bajnai, Chairman of the Global Advisory Board, Campbell- Lutyens, former Prime Minister of Hungary

09:45 - 10:15 30 mins
Main agenda
Private equity: nimble, disruptive, opportunistic
  • Moderator Helen Steers - Partner, Head of European Investment Team , Pantheon
  • Panellists Thomas von Koch - Managing Partner & CEO, EQT Partners
  • Cathrin Petty - Partner and European Head of Healthcare, CVC
  • Steven Mayer - Senior Managing Director, Co-Head of Global Private Equity, Cerberus
  • Gabriel Caillaux - Managing Director and Co-Head of EMEA, General Atlantic
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How can private equity navigate through global geopolitical uncertainty and take advantage of potential dislocations? To what extent do macro trends influence what is typically seen as a micro play in PE, and how do investment teams turn threats into opportunities? How can managers ensure they have the flexibility and creativity to recognise and respond to emerging trends, and how do they best communicate to investors subsequent changes in strategy?

10:15 - 10:45 30 mins
Main agenda
Fireside Chat
  • Jonathan Rotolo - Head of Private Equity/Real Assets, Barings
  • Interviewed by Brian Frieser - Senior Portfolio Manager Private Equity & Infrastructure, MN
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10:10 - 10:50 40 mins
Engaged conversations
Engaged conversation: politics and markets.
  • Leader Mary Jordan - National Correspondent, Washington Post
  • Bobby Vedral - Partner, Goldman Sachs
  • Gordon Bajnai - Chairman of the Global Advisory Board, Campbell Lutyens, former Prime Minister of Hungary
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Boardroom session run strictly under the Chatham House rule 

10:40 - 11:10 30 mins
Main agenda
Morning coffee
11:10 - 11:35 25 mins
Main agenda
Keynote address: What I have learned in thirty years of private equity (and expect to see in my next thirty years)
  • David Rubenstein - Co-Founder & Co-CEO, The Carlyle Group
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11:35 - 12:05 30 mins
Main agenda
LPs: where are the opportunities in the world now?
  • Moderator Graham McDonald - Global Head of Private Equity, Aberdeen Asset Management
  • Panellists Robert Coke - Head of Absolute Return & Buyout Investments, The Wellcome Trust
  • Maarten Vervoort - Managing Director, Alpinvest Partners
  • Greg Gut - CIO, Shell Asset Management Company
  • Mike Powell - Head of Private Markets Group, USSIM
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How should LPs deploy their record distributions and excess capital in today’s frothy market? Where should capital be invested, when asset prices are so high? How can investors protect their portfolio in advance of a correction and how are LPs evolving what they do? 

12:05 - 12:35 30 mins
Main agenda
Private equity 2030
  • Moderator Silvina Aldeco-Martinez - Managing Director, Capital Markets, S&P Global Market Intelligence
  • Panellists Lionel Assant - Senior Managing Director, Head of European Private Equity, Blackstone
  • Jeff Diehl - Managing Partner & Head of Investments, Adams Street Partners
  • Michael Rees - Head, Dyal Capital Partners
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Examining trends in new fund structures, fund families, long-term investing, directing investing and separately managed accounts, increasing transparency, explosive growth of the secondaries and private debt markets, liquidity in management companies. Will we recognise the industry in 2030?

12:20 - 13:00 40 mins
Engaged conversations
Engaged conversation: private equity 2030
  • Hosts Jos van Gisbergen - Senior Portfolio Manager, Achmea Investment Management
  • Yusuf Samad - Investment Principal, Pension Protection Fund
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Will the trend towards an increase in transparency and reporting will there be a difference between public and private equity?  Will PE achieve maturity in which performance will be indexed and trackers created?  How will private equity continue to deliver mid teen returns?

12:35 - 13:50 75 mins
Main agenda
Lunch
13:45 - 14:10 25 mins
Main agenda
Delegate QuickFire Showcase
  • Host Gordon Hargraves - Partner, Private Advisors
  • Judges Lynn Nguyen - Acting VP/Head of Investment Funds, OPIC
  • Spencer Miller - Director, SJF Partners
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14:05 - 14:10 5 mins
B: GP differentiation
Chair's introduction
  • Chair Simon Thornton - Founder, PEARonline
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14:05 - 14:10 5 mins
C: Mid-market
Chair's introduction
  • Chair Louis Trincano - Managing Partner, Cornerstone Fund Placement
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14:05 - 14:10 5 mins
A: VC, growth and disruption
Chairperson's introduction
  • Chair Mark O'Hare - Founder, Preqin
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14:10 - 14:40 30 mins
C: Mid-market
Brand new data: a comparison of fund size in Europe and North America
  • Holger Rossbach - Senior Director, Private Investments Research, Cambridge Associates
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Followed by lower mid-market showcase

14:10 - 15:10 60 mins
A: VC, growth and disruption
Growth equity, venture growth & growth buyout
  • Presenter and Moderator Mark O'Hare - Founder, Preqin
  • Panellists Elias Korosis - Partner, Hermes GPE
  • Louis Elson - Co-Founder & Managing Partner, Palamon Capital Partners
  • Harel Beit-On - Founder & General Partner, Viola Growth
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What are the return expectations and loss ratios in growth equity and how do these compare to venture and PE? Is this sustainable?

14.10 – 14.30 Data presentation
Mark O’Hare, Founder and Chief Executive, Preqin 

14.30 – 15.10 PanelHow can superior returns be achieved & how scalable is the opportunity? In a volatile IPO market & what are the available exit routes?

 

14:10 - 14:40 30 mins
B: GP differentiation
Differentiation & specialisation
  • Moderator Peter Schwanitz - Managing Director, Portfolio Advisors
  • Panellists Jasper van Gorp - Managing Partner, Gilde Healthcare
  • John Hahn - Senior Managing Director, Providence Equity Partners
  • Nino Tronchetti Provera - Founder & Managing Partner, Ambienta
  • Elena Lokteva - Senior Advisor, MAC Asset Management
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How will the new generation of sector specialists perform in Europe? What are the success factors in a fragmented market?

14:40 - 15:10 30 mins
C: Mid-market
Mid market deal sourcing
  • Moderator Ped Phrompechrut - Portfolio Manager, Private Markets, Willis Towers Watson
  • Panellists Stefano Bonfiglio - Managing Partner, Stirling Square Capital Partners
  • Maite Ballester - Managing Partner, Nexxus Iberia
  • Rebecca Gibson - Partner, Oakley Capital
  • Maurizio Tamagnini - CEO, FSI
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How are mid market managers proactively sourcing deals in today’s highly competitive market? Where do they see opportunities and what are the consistently effective strategies for adding value?

14:40 - 14:50 10 mins
B: GP differentiation
Data science: visualisation of the evolution of private equity
  • Nils Rode - Chief Investment Officer. Member of the Investment Committee, Schroder Adveq
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14:50 - 15:10 20 mins
B: GP differentiation
Value creation in figures: portfolio company look-through: understanding what is driving returns at the portfolio company level
  • Mauro Pfister - Senior Director and Head of Solutions, Capital Dynamics
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How does this compare across cycles?

15:10 - 15:40 30 mins
C: Mid-market
Is the mid market worth the effort? Experiences of an investor
  • Presenter & Panellist Susanne von Gültlingen - Investment Partner, Head of Private Equity Asset Management, Siemens Venture Capital
  • Moderator Holger Rossbach - Senior Director, Private Investments Research, Cambridge Associates
  • Panellists Gordon Hargraves - Partner, Private Advisors
  • Søren B. Andersen - Partner, ATP Private Equity Partners
  • Rhonda Ryan - Managing Director, Head of EMEA, Pavilion Alternatives Group Ltd
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5 minute presentation: One investor examines whether it is possible to create a diversified mid-market portfolio of consistently top quartile funds?

Susanne von Gultlingen, Investment Partner, Head of Private Equity Asset Management, Siemens Venture Capital

Followed by panel.How do LPs view differentiation in the mid market and what niche strategies are most appealing? What are their return expectations in this highly competitive environment?

15:10 - 15:40 30 mins
A: VC, growth and disruption
Venture capital
  • Moderator Anne Glover - Chief Executive & Co-Founder, Amadeus Capital Partners
  • Panellists Christian Meerman - Founding Partner, Cherry Ventures
  • Suranga Chandritillake - General Partner, Balderton Capital
  • Nils Granath - Head of Investments, Telia Company
  • Jo Oliver - Investment Director, Octopus Investments
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Panel Venture capital and disruption: What themes will deliver the most exciting returns over the next few years? How has the European ecosystem evolved to capitalise on the next disruptive advances?

15:10 - 15:40 30 mins
B: GP differentiation
Value Creation: How are GPs innovating to add value at the top of the cycle?
  • Moderator David Schäfer - Head of Portfolio Management, RWB Group
  • Panellists Ulrik Smith - Partner, FSN Capital
  • Seymur Tari - CEO , Turkven Private Equity
  • Kristoffer Melinder - Managing Partner, Nordic Capital
  • Andreas Aschenbrenner - Partner, EQT Partners
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Is ebitda growth inherently better than multiple expansion?

 

15:40 - 16:00 20 mins
Main agenda
Afternoon coffee
15:55 - 16:00 5 mins
E: Distressed, turnarounds and special situations
Chair's introduction
  • Chair Louis Trincano - Managing Partner, Cornerstone Fund Placement
more
15:55 - 16:00 5 mins
D: Private equity game changers
Chair's introduction
  • Chair Simon Thornton - Founder, PEARonline
more
16:00 - 16:30 30 mins
A: VC, growth and disruption
Start-up & scale-up: How should LPs be approaching European VC? Is it worth considering VC if the top five funds are not an option?
  • Moderator William van Eesteren - Managing Director, Wilshire Private Markets
  • Panellists Jason Andris - Managing Director, Venture Investment Associates
  • Anselm Adams - Director, Senior Portfolio Manager , PECA - Family Office
  • Monika Morali-Majkut - Chairman of the Investment Committee, PFR Ventures
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16:00 - 16:30 30 mins
E: Distressed, turnarounds and special situations
Opportunities in distressed debt
  • Moderator Peter Laib - Chairman, Yielco Investments
  • Panellists Cyril Tergiman - Partner, EQT Credit
  • David Abrams - Senior Managing Director, Cerberus
  • Mads Videbaek - Partner, Njord Partners
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What are the predicted underlying drivers of distressed debt and NPLs in 2018 & where will the new opportunities be?

16:00 - 16:30 30 mins
D: Private equity game changers
Long-term investing in private equity
  • Moderator Andrew Brown - Head of Private Equity Research, Willis Towers Watson
  • Panellists Marc St John - Partner, Investor Relations, CVC
  • Georges Sudarskis - Founder & CEO, Sudarskis & Partners
  • Andrea C. Bonomi - Founder and Managing Principal, Investindustrial
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To what extent do long-dated funds and evergreen structures address the inefficiencies of the ten-year fund cycle? How do the economics work for LPs and GPs? When is this type of vehicle appropriate and how can you incentivise the team and structure the fund?


16:00 - 16:45 45 mins
Engaged conversations
Closed door boardroom discussion: Fund financing - an investment opportunity. No Press.
  • Discussion leader Stephen Quinn - Global Head of Financial Sponsors, Commercial Banking, Lloyds Bank
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Closed door boardroom session - NO PRESS Run strictly under the Chatham House rules, what is said in this closed-door discussion cannot be attributed to any individual.

Fund financing – an investment opportunity?  

Agenda

‘Dynamic change is an understatement’ – fund financing in private markets

‘Adapting to the limelight’ – recent media coverage

'Supply and demand imbalance’ – limited liquidity for bespoke structures

‘An investment opportunity’ – could the institutional market provide the answer?

Hosted by: Lloyds Banking Group  Led by: Stephen Quinn, Global Head of Financial Sponsors, Commercial Banking, Lloyds Bank


16:30 - 17:00 30 mins
A: VC, growth and disruption
Core thesis soapbox: top VC funds will have five minutes each to explain what they think is the next hottest trend & why, & how they plan to capitalise on it
  • Host Anne Glover - Chief Executive & Co-Founder, Amadeus Capital Partners
  • Fund 1 Alain le Loux - Partner, Cottonwood Technology Fund
  • Fund 2 Harvey Gross - Associate, Apollo Ventures
  • Fund 3 Michael Stam - CEO, INKEF Capital
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Hosted by: Anne Glover,Chief Executive and Co-Founder, Amadeus Capital Partners

Fund 1 - Alain le Loux, Partner, Cottonwood Technology Fund

Fund 2 - Harvey Gross,  Apollo Ventures

Fund 3 - Michael Stam, CEO, INKEF Capital

16:30 - 17:00 30 mins
E: Distressed, turnarounds and special situations
Turnarounds & special situations
  • Moderator Kim Schneider - Member of the Investment Committee, NORD Holding
  • Panellists Eduardo Navarro - CEO, Sherpa Capital
  • Daniel Collin - Co-Chief Executive Officer and Founding Principal, Monomoy Capital Partners
  • Rahul Sawhney - Senior Managing Director, Z Capital Group
  • David Trucano - Managing Director, Blackrock
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How do the different strategies compare and which part of the market should LPs be investing in? What options are on the table – in Europe and beyond?

17:00 - 17:40 40 mins
Main agenda
Special guest speaker: the blind adventurer
  • Miles Hilton-Barber, Blind Adventurer
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Despite losing his sight in his early twenties, Miles Hilton-Barber’s quality of life and level of success was radically transformed at the age of 50, not through sight restoration, but through changing his attitude to his blindness. Since then Miles has undertaken extreme endurance events in the fields of mountaineering, desert and polar ultra-marathons, power-boat racing, scuba-diving, motor-racing and long distance, aerobatic and supersonic flying.

17:40 - 18:40 60 mins
Main agenda
Networking drinks reception
18:40 - 18:40 0 mins
Main agenda
Close of main conference day 1