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08:45 - 08:50
Registration and welcome coffee

Registration and welcome coffee

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Showing of Streams
10:50 - 11:20

Morning coffee and networking break

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Showing of Streams
Showing of Streams
Showing of Streams
13:15 - 14:15

Lunch and networking break

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Showing of Streams
Showing of Streams
15:30 - 15:55

Afternoon coffee

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Showing of Streams
17:30 - 19:00
Info

Gala networking drinks reception with live music

Join our fabulous drinks reception at the hotel Okura.

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19:00 - 19:05
End of main conference day 2

End of main conference day 2

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08:45 - 08:50 5 mins
Registration and welcome coffee
08:50 - 09:00 10 mins
Day 2
Chairperson’s introduction
  • Chair Jonny Maxwell, Investor & Corporate Advisor
09:00 - 09:30 30 mins
Info
Day 2
Diversity and higher purpose investing
  • Moderator David Jeffrey - Partner, StepStone Group
  • Panellists Imogen Richards - Principal and Global Head of Investment Structuring and Strategy, Pantheon
  • John Hartz - Managing Partner, Inflexion Private Equity Partners
  • Ophelia Brown - Founding Partner, Blossom Capital

What does it mean to be a responsible investor? How well is private equity justifying its licence to operate and can it continue to attract the best-in-class of the next generation? How well has private equity as an industry embraced calls for greater diversity?

09:30 - 09:55 25 mins
Day 2
Market Outlook: A View From Hamilton Lane
  • Brian Gildea - Managing Director, Head of Investments, Hamilton Lane
09:55 - 10:25 30 mins
Info
Day 2
Sector spotlights: IT and Healthcare
  • Moderator Mark Moss - Associate Director, EMEA IB & PE Product Management, S&P Global Market Intelligence
  • Healthcare Raj Shah - Partner and Co-Head of Healthcare, Nordic Capital
  • IT Ton van't Noordende - CEO, 01 Ventures

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

Automotives | healthcare | retail | technology

10:25 - 10:50 25 mins
Day 2
Keynote interview
  • Kurt Bjorklund - Co-Managing Partner, Permira
  • Interviewed by Sarah Syed - European Private Equity Correspondent, Bloomberg News
10:50 - 11:20 30 mins
Morning coffee and networking break
11:20 - 11:50 30 mins
Day 2
Keynote interview
  • Interviewee Neelie Kroes, Former EU Commissioner Digital Agenda and Former Vice-President of the European Commission
  • Interviewer Katja Bergman - General Partner, Brightly Ventures
11:20 - 12:20 60 mins
Info
Engaged Conversations
‘Off the record’ : Complexity for the sake of complexity
  • Discussion leaders Maarten Vervoort - Managing Director, AlpInvest Partners
  • Mark Nicolson - Senior Investment Director, Aberdeen Standard Investments
  • Jean-Francois Le Ruyet - Partner, Quilvest Private Equity
  • Cyril Demaria - Head of Private Markets, Wellershoff & Partners

Complex deals, fund restructurings and niche strategies: Are you just taking on more risk for the same return? Are these just a result of a primary and secondary market that is too expensive?

Closed door discussion. 

Run under the Chatham House Rule. Interactive discussion encouraged. Places are limited.

11:50 - 12:20 30 mins
Info
Day 2
Challengers and disruption in the tech world
  • Moderator Sarah Syed - European Private Equity Correspondent, Bloomberg News
  • Panellists Vladimir Lasocki - Managing Director and Co-Head of the Europe Technology Advisory Troup, The Carlyle Group
  • Richard Sanders - Partner & Co-head of Technology, Permira
  • Ralf Schremper - Partner, Oakley Capital
  • Mark MIller - Founder and Managing Partner, CatCap

What current and predicted technological advances are posing the greatest disruption and how are savvy GPs responding to this? Which industries are best positioned for disruption now and how can technologies be harmonised across multi sector and regional portfolios? What do LPs need to be aware of?

12:20 - 12:45 25 mins
Day 2
Keynote interview
  • Niklas Zennström - CEO & Founding Partner, Atomico
  • Interviewed by Constantijn van Oranje - Special Envoy, Startup Delta
12:45 - 13:15 30 mins
Info
Day 2
Innovation in the mid market
  • Moderator William van Eesteren - Managing Director, Wilshire Private Markets
  • Panellists Neil MacDougall - Managing Partner, Silverfleet Capital
  • Lindsey McMurray - Managing Director, Pollen Street Capital
  • Les Brown - Managing Director & Chief Operating Officer, HGGC

How are mid market GPs shrewdly deploying capital and generating alpha in an increasingly saturated market? Who are the main competitors for deals today? What innovations are we seeing on both GP and fund level, and what are the advantages of flexible capital?

13:15 - 14:15 60 mins
Lunch and networking break
14:15 - 14:30 15 mins
Day 2
Data Presentation: Active portfolio management and risk
  • Cyril Demaria - Head of Private Markets, Wellershoff & Partners
14:15 - 15:00 45 mins
Info
Engaged Conversations
LP only ‘Off the record’ :Fees, performance and benchmarking:
  • Discussion Leaders Tim Jenkinson - Professor of Finance, Private Equity Institute, Said Business School, University of Oxford
  • Giovanni Davide Orsi - Senior Director, Head of Funds, Private Equity, PSP

- Are we seeing death of IRR as a performance measure?

- Do we need to rethink the standard hurdle rate?

- Is fee-related misalignment greater than it ever has been?

Closed door discussion. 

Run under the Chatham House Rule. Interacitve discussion encouraged. Places are limited.

14:30 - 15:00 30 mins
Info
Day 2
Active portfolio management and risk
  • Moderator Elias Korosis - Partner, Hermes GPE
  • Panellists Maarten Vervoort - Managing Director, AlpInvest Partners
  • Cyril Demaria - Head of Private Markets, Wellershoff & Partners
  • Kevin Tunick - Vice President & Managing Director, UNC Management Company
  • Christophe Lenouvel - Head of Principal Investments, BNP Paribas

Faced with an increasing portfolio size and an uncertain macroeconomic environment, how are LPs repositioning their portfolios and what models are being using to quality and quantify risk? Consolidation of GP relationships, selling of non-core assets, co-investing, diversification and ESG: what do LPs believe are the best drivers for returns?

15:00 - 15:30 30 mins
Info
Day 2
Long term funds
  • Moderator Javier Espinoza - Private Capital Correspondent, Financial Times
  • Panellists Karthic Jayaraman - Managing Director, The Carlyle Group
  • Thomas de Waen - Partner & Co-Founder, Core Equity Holdings
  • Gareth Whiley - Partner, Silverfleet Capital
  • Lorne Somerville - Managing Partner, CVC Capital Partners

Why invest in a long term fund and what additional value can they generate? How does carry get crystallised and is there a risk they could lead lower returns for the whole market? How should LPs approach investing in these funds and how easily can liquidity be achieved when LPs want to opt out?

15:30 - 15:55 25 mins
Afternoon coffee
15:55 - 16:00 5 mins
Stream A: What's next?
Afternoon Chair
  • Chair Jonny Maxwell, Investor & Corporate Advisor
15:55 - 16:00 5 mins
Stream B: Growth & venture capital
Afternoon Chair
  • Chair Ton van't Noordende - CEO, 01 Ventures
15:55 - 16:00 5 mins
Stream C: Portfolio diversifiers
Afternoon Chair
  • Chair Alexander Krater - Partner, Palladio Partners
16:00 - 16:30 30 mins
Info
Stream A: What's next?
The 360 view: what’s next for private markets and how do we prepare?
  • Moderator Mark McDonald - Global Head, DWS Private Equity
  • VC: Eileen Burbidge - Partner, Passion Capital
  • LP: Richard Clarke-Jervoise - Partner, Stonehage Fleming Investment Management
  • Buyout: Andrew Harrison - Head of Investor Relations, Silverfleet Capital
  • Private Debt: Rafael Calvo - Managing Partner, MV Credit

How LP, buyout, secondary, VC, and private debt views compare?

16:00 - 16:30 30 mins
Info
Stream B: Growth & venture capital
The next wave in venture capital
  • Moderator Ton van't Noordende - CEO, 01 Ventures
  • Panellists Daniel Waterhouse - Partner, Balderton Capital
  • Sandeep Bhandra - Partner, Vertex Ventures
  • Suzanne Ashman - Partner, LocalGlobe

How are GPs navigating incredibly high prices and an efficient market to intelligently deploy the buckets of dry powder raised? Are current huge valuations justified and what has been the impact of the entrance of non-traditional investors in early VC? What are the investment hotspots for 2019: is it all about B2B now?

16:00 - 16:30 30 mins
Info
Stream C: Portfolio diversifiers
Infrastructure: a new definition
  • Moderator Alexander Krater - Partner, Palladio Partners
  • Panellists Iain Macleod - Managing Partner, iCON Infrastructure LLP
  • Dmitriy Antropov - Co-Head Private Infrastructure Integrated Investments, Partners Group
  • Keith Derman - Co-Head of Ares Infrastructure and Power, Ares Management

Reflecting on the last decade: what has performed well, what hasn’t and how has the definition of ’infrastructure’ broadened? What are LP approaches to investing in this asset class? How sustainable is recent strong realised performance and how could this be impacted by a rise in interest rates? Is 2019 the year to invest in data centres?

16:30 - 17:00 30 mins
Info
Stream A: What's next?
Preparing for a distressed opportunity
  • Moderator Peter Laib - Chairman, YIELCO Investments
  • Panellists Scott Graves - Partner, Head of Distressed, Co-Head of North American Private Equity & Portfolio Manager, Ares Management
  • Ian Cash - Managing Partner, Alchemy
  • Ramón Betolaza - Managing Partner & CEO, Black Toro Capital
  • Cyril Tergiman - Partner, EQT Credit

To what degree do distressed investors have to change their spots to survive throughout the cycle and where do they see themselves today? What factors are shaping the projected influx of distressed deal flow and where is the smart money positioning itself in preparation?

16:30 - 17:00 30 mins
Info
Stream B: Growth & venture capital
Growth capital and scaling-up
  • Moderator Xenia Loos - Managing Director, XS Investments
  • Panellists Jean-Philippe Tripet - CFA Senior Partner and Chairman, Aravis
  • Shirin Dehghan - Partner, Frog Capital
  • Peter Garran - Partner, Great Hill Partners

What is driving the continued expansion in growth capital, how much longer can this last and how much differentiation is there amongst GPs active in this segment? How has the definition of growth investing continued to evolve and does this match LP expectations? What does it take to outperform?

16:30 - 17:00 30 mins
Info
Stream C: Portfolio diversifiers
Emerging vs developed markets: comparing apples with oranges?
  • Moderator Ruulke Bagijn - Managing Director, Head of Primary Investments, AlpInvest Partners
  • Panellists Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • Anouk van der Boor - Investment Managing Director, Cambridge Associates
  • Hans van Swaay - Partner, Lyrique Private Equity

How does emerging markets private equity differ from that of developed markets and how are seasoned GPs overcoming currency volatility and political risk to deliver for investors? How are emerging markets justifying their place in a private equity portfolio and what return premium should be sought, if any?

17:00 - 17:30 30 mins
Info
Stream A: What's next?
Special situations and turnarounds
  • Moderator Oliver Kneschewitz - Principal, Siemens Financial Services
  • Panellists James Roebuck - Managing Partner, Clearsight Investments
  • Dirk Markus - CEO, AURELIUS Group
  • Martin Gruschka - Managing Member, Springwater Capital

Given where we are in the cycle, what are the most compelling investments under this umbrella? What can exposure to special situation funds bring to an investment portfolio and is what is the current LP appetite?

17:00 - 17:30 30 mins
Info
Stream B: Growth & venture capital
Reinvention of venture capital: what’s next?
  • Moderator Eileen Burbidge - Partner, Passion Capital
  • Panellists Fabian Westerheide - Founder & CEO, Asgard.vc
  • Leila Zegna - Founding Partner, Kindred Capital
  • Tomer Federman - Founder & CEO, Federman Capital

Data science, AI, blockchain,  cryptocurrency and new ways of working with entrepreneurs: exploring the latest innovations within VC and the pioneers leading the way. How can LPs get comfortable investing in these untrodden paths?

17:00 - 17:30 30 mins
Info
Stream C: Portfolio diversifiers
Relative value point in case: renewable energy
  • Robert-Jan Bakker - Vice President, Infrastructure Europe, Partners Group

What benefits do real assets bring to a portfolio and how effective are they as an inflation hedge? How much are returns tied to commodity cycles and how can this be de-risked? Is it time to look again at natural resources and what are the promising developments in renewables? How far can the decrease in capital cost and subsequent low pricing go?

17:30 - 19:00 90 mins
Info
Gala networking drinks reception with live music

Join our fabulous drinks reception at the hotel Okura.

19:00 - 19:05 5 mins
End of main conference day 2