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Informa
08:00 - 08:30

Registration and welcome coffee

Showing of Streams
Showing of Streams
11:10 - 11:35

Morning coffee and networking break

Showing of Streams
Showing of Streams
13:00 - 14:10

Lunch and networking break

Showing of Streams
15:45 - 16:15

Afternoon refreshments and networking break

Showing of Streams
Showing of Streams
18:00 - 19:30

Gala networking drinks reception

19:30 - 19:35
End of main conference day 1

End of main conference day 1

08:00 - 08:30 30 mins
Registration and welcome coffee
08:30 - 08:40 10 mins
Day 1
Chairperson’s introduction
08:40 - 09:20 40 mins
Day 1
2018, a year of transition: 2019, a whole new macro landscape?
more

With a U.S. tax reform giving even more juice to the global economy, how much longer can we expect the good times to last? What could the impact be of a hike in interest rates, less ample liquidity and the expiration of the European Central Bank’s asset progress programme? And what of increasingly synchronised global economic growth and continued global diversification?

09:20 - 09:45 25 mins
Day 1
Private equity state of the union 2018/2019
  • Chairman T. Bondurant French - Chairman, Adam Street Partner
  • Thomas von Koch - Managing Partner & CEO, EQT
more

If you combine an economy that keeps growing with interest rates set to normalise and Central Banks withdrawing liquidity at a higher pace, we could be faced with a more complex exit environment, difficulty securing financing and negative net distributions. What could this mean for returns and deal activity moving into 2019, and who is most at risk?

09:45 - 10:15 30 mins
Day 1
LP perspectives & allocation plans
more

How are private markets viewed against other asset classes and where are LPs seeing most pushback from their investment committees? Given current market conditions and a risk of overexposure to private equity in the near future, what are LPs’ allocation and investment plans for 2019?

10:15 - 10:45 30 mins
Day 1
Crystallising value and generating returns
more

How are savvy managers navigating high prices and growing competition in today’s frothy market to generate superior returns? Faced with uncertain financial markets and increasing disruption, what is the smartest money purchasing?

10:15 - 11:10 55 mins
Engaged Conversations
Macroeconomics and politics
more

This session will be running alongside the main conference.

First come first served , Spaces are limited

10:45 - 11:10 25 mins
Day 1
Keynote address
11:10 - 11:35 25 mins
Morning coffee and networking break
11:35 - 12:00 25 mins
Day 1
Keynote address
12:00 - 12:30 30 mins
Day 1
The transformation of private equity
  • Allen MacDonell - Managing Director, Teacher Retirement System of Texas
more

Exploring the continued evolution of the LP/GP partnership and the rise of the asset gatherer, continuation funds, GPs selling majority stakes and longer term vehicles. What should industry make of these trends? Are secondaries now the innovators of private equity? And what of higher purpose investing?

12:30 - 13:00 30 mins
Day 1
Private equity in the newsroom: LIVE!
more

Industry heavyweights respond to the most pressing industry headlines and events in real-time.

Topics will be revealed on the day. Hot off the press!

12:30 - 13:00 30 mins
Engaged Conversations
Investment restrictions in the LPA: what’s fair?
more

Higher expectations, increased used of side letters and a closer relationship: how close are we to finding a happy medium?

13:00 - 14:10 70 mins
Lunch and networking break
14:10 - 14:15 5 mins
Stream A: Value add & the digital agenda
Afternoon Chair
14:10 - 14:15 5 mins
Stream B: Market updates
Afternoon Chair
14:10 - 14:15 5 mins
Stream C: LP/GP relations
Afternoon Chair
14:15 - 14:45 30 mins
Stream A: Value add & the digital agenda
Value add and accelerating change
more

How is value add defined today and what does it take to be best in class? As emphasis moves from operational expertise to in-house domain specialists, what are the different value creation models being applied and to what extent are long-term plans being shaped by an increasing risk of disruption?

14:15 - 14:45 30 mins
Stream B: Market updates
State of the private equity market 2018
  • Ian Charles - Partner, Landmark Partners
more
14:15 - 14:45 30 mins
Stream C: LP/GP relations
You can’t eat net IRR: fund leveraging and credit lines
  • Joe Topley - Director, Ontario Teacher's Pension Plan
  • Andrew Brown - Head of Private Equity Research, Willis Towers Watson
more

What are the pros and cons of the increased use of bridge financing and credit facilities being adopted by GPs? As the use of credit lines rises, how can improved transparency help LPs to manage related terms and keep abreast of their exposure to ensure they are protected?

14:45 - 15:15 30 mins
Stream A: Value add & the digital agenda
Spotlight case study: a value creation success story
  • Noel Goggin - President & CEO, Aptos
  • Interviewed by Seth Brody - Partner and Global Head of the Operational Excellence Practice, Apax Partners
more
14:45 - 15:15 30 mins
Stream B: Market updates
UK and Brexit: still business as usual?
more

Impending Brexit, retraction of the European Investment Bank and currency volatility: has the UK private equity market, so far, managed to come out unscathed? Exploring impacts to fundraising, deal flow and transaction activity. How are smart managers continuing to generate alpha?

14:45 - 15:15 30 mins
Stream C: LP/GP relations
Capitalising on a push for liquidity: selling of GP minority stakes
more

What are the various scenarios driving the growing appetite for GP liquidity and how is this affecting LP/GP alignment? How is the broader fund universe evolving to capitalise on this trend, what is the value proposition and how will these investments be exited?

15:15 - 15:40 25 mins
Stream A: Value add & the digital agenda
Portfolio company digitalisation
more

What denotes a strong digital strategy and how can this affect the underlying value of a portfolio? What skillset do GPs need to facilitate the application of technology to their portfolio companies and what are the best examples to date? In a bid to remain ahead of the pack, are GPs adapting to processes and trends that are putting investments at risk?

15:15 - 15:40 25 mins
Stream B: Market updates
Sector spotlight showcase
more

Series of presentations will be delivered on the investment opportunity in:

  • Automotives 
  • healthcare 
  • retail 
  • tech
15:15 - 15:45 30 mins
Stream C: LP/GP relations
Team retention and succession planning: it’s the people that matter
  • Moderator Mark Weston - Head of Investor Relations, Triton Partners
more

What measures are firms taking to prepare for and ensure a smooth transition of top management? What can be done to discourage spin-outs and hold on to ambitious employees who are next in-line? How reassured are LPs?

15:45 - 16:15 30 mins
Afternoon refreshments and networking break
16:15 - 16:45 30 mins
Stream A: Mid market
Data presentation
16:15 - 16:45 30 mins
Stream B: Regional spotlights: Europe
CEE and Turkey
  • Yalin Karadogan - Partner, Cinven
more

Which strategies deliver in CEE and how does it compare to Western Europe in terms of opportunities, valuations, leverage and exit routes?

What are the factors beyond the headlines that have enabled Turkish private equity to perform?

16:15 - 17:15 60 mins
Stream C:
‘My story’ with industy legends
  • My Story #1 T. Bondurant French - Chairman, Adam Street Partner
more

Titans of private equity share their story on the journey they have forged to reach the great heights they have today and lessons learnt along the way in a series of candid, exclusive interviews.

16:15 - 17:15 60 mins
Stream D:
Speakers’ corner
16:45 - 17:15 30 mins
Stream A: Mid market
Lower mid market
more

How is an excess of dry powder being intelligently put to work and how is technology changing the sourcing engine for small buyout funds? What has driven recent strong exit activity and how sustainable is this? How much stronger is the performance of specialist funds?

16:45 - 17:15 30 mins
Stream B: Regional spotlights: Europe
Benelux
more

Where are the sweetspots for investment in the region? How does the current universe of investable companies, competition for deals and exit horizion vary from small cap to large buyout? Is better to back a specialist?

17:15 - 18:00 45 mins
Day 1
Special guest speaker
18:00 - 19:30 90 mins
Gala networking drinks reception
19:30 - 19:35 5 mins
End of main conference day 1