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08:40 08:55 (15 mins)

Main agenda

Registration

08:55 09:00 (5 mins)

Main agenda

Chairperson's introduction

  • Chair Maarten Vervoort - Managing Director, Alpinvest Partners

09:00 09:40 (40 mins)

Main agenda

Technological disruption and me: special guest speaker

How AI is changing business & society right now

  • Jürgen Schmidhuber, Scientific Director, Swiss AI Lab, IDSIA (USI & SUPSI); Chief Scientist, NNAISENSE; and the Father of Modern AI

09:40 10:10 (30 mins)

Main agenda

Technological disruption and me: portfolio company digital transformation

What are the strategies being put in place by GPs to run a digitisation programme? Which firms are best placed to generate value through technological disruption and what is the impact of the pace of technological change?

  • Panellists Sven Törnkvist - Head of Digital Business Development, EQT
  • Seth Brody - Partner, Global Head of Operational Excellence Practice, Apax Partners
  • Katja Salovaara - Senior Portfolio Manager, Private Equity, Ilmarinen

10:10 10:40 (30 mins)

Main agenda

Technological disruption and me: case study of portfolio company digitisation

10:40 11:10 (30 mins)

Main agenda

Technological disruption and me: disruptive technology: the investment theme

What technological and process advances will create the greatest disruption over the next 5 years? Which industries are best positioned for disruption now and what does this mean for investors?

  • Moderator Nils Rode - Managing Director, Co-Chief Investment Officer, Adveq Management
  • Panellists Delaney Brown - Senior Principal, Funds, Secondaries & Co-Investments, CPPIB
  • Philipp Freise - Member Private Equity & Head of TMT, Europe, KKR
  • Simon Patterson - Managing Director, Silver Lake

11:10 11:30 (20 mins)

Main agenda

Morning coffee

11:30 11:45 (15 mins)

Main agenda

Keynote address

11:35 12:20 (45 mins)

Engaged conversations

Engaged conversations: is the locusts debate really over? Or you are all bankers now

What does populism mean for private equity? How can the industry effectively engage with the community, the political class and the regulators to explain what we do and the benefits we bring to society? And what could happen if we neglect to do this?

  • Panellists Michael Collins - Chief Executive, Invest Europe
  • Andrew Dowler - Managing Director, Blackstone
  • Marta Jankovic - Senior Sustainability Specialist & Head Of ESG Integration Alternatives, APG Asset Management

11:55 12:20 (25 mins)

Main agenda

Global Private Markets 2017: The latest data, analysis and insights

A data driven perspective on the state of the global industry today and some key themes for investors to consider for future allocations

  • Jim Strang - Managing Director, Hamilton Lane

12:20 12:50 (30 mins)

Main agenda

LP views on the shifting dynamics of the private equity industry

How are fundamental changes in the structure of private equity impacting LP views on this asset class? What are return expectations for the current vintage and how will LPs continue to look for efficiencies?

  • Moderator Rune Munk - Partner, Coller Capital
  • Panellists Eric-Jan Vink - Head of Private Equity, PGGM investments
  • Jim Strang - Managing Director, Hamilton Lane
  • Christian Kvorning - Investment Director, PKA AIP

12:50 14:00 (70 mins)

Main agenda

Lunch

14:00 14:45 (45 mins)

Main agenda

Divas - harnessing creativity for outstanding performance: lessons from the Royal Opera House

  • Kasper Holten - Director of Opera, Royal Opera House 2011-2017

14:45 15:05 (20 mins)

Main agenda

Making the case for European private equity: how to benefit from market segmentation

Latest data on the market structure of European private equity. How fragmented is the market, what does it mean for the dispersion of returns and what are the implications for portfolio construction?

  • Peter Cornelius - Managing Director, AlpInvest Partners

15:00 15:45 (45 mins)

Workshop

Divas! The workshop

  • Kasper Holten - Director of Opera, Royal Opera House 2011-2017

15:05 15:30 (25 mins)

Main agenda

Making the case for European private equity: what is Europe really good at?

How best can LPs mine the rich seam that is Europe? What can be done better in the private markets than in the public markets?

  • Moderator Ralf Gleisberg - Partner, Private Equity, Akina / Unigestion
  • Panellists Michael Cronin - Managing Director, StepStone Group
  • Gabriele Todesca - Head of Division - Equity Investments, European Investment Fund (EIF)

15:30 15:50 (20 mins)

Main agenda

Making the case for European private equity: sector showcase

Followed by showcase of Europe’s strongest niches, addressing the following questions:

  • Why is Europe so good at this?
  • What can private equity offer? 
  • Which strategies work best in this sector?

 Luxury

 Food & Food Tech

 Industrial 

 Financial Services

  • Interviewer Sasha van de Water - Managing Partner, Keyhaven Capital
  • Industrial Michele Semenzato - Managing Partner, Wise

15:50 16:15 (25 mins)

Main agenda

Afternoon coffee

16:10 16:15 (5 mins)

A: Investor outlook

Chair's introduction

  • Chair Simon Thornton - Founder, PEARonline

16:10 16:15 (5 mins)

C: Infra and real assets

Chair's introduction

  • Chair Kelly DePonte - Managing Director, Probitas Partners

16:15 16:45 (30 mins)

A: Investor outlook

The GP/LP Relationship Evolution: points of inflection, contention and compromise in ILPA principles 3.0

16:15 16:45 (30 mins)

B: What's trending?

Brexit: a game changer for private equity

What are the long-term implications for regulations, fundraising, and fund domicile? What opportunities will Brexit provide and how can private equity groups benefit?

  • Panellists David Ewing - Managing Partner, ECI Partners
  • Louis Godron - CFO, Argos Soditic
  • Jeremy Hand - Managing Partner, Lyceum Capital
  • Neil MacDougall - Managing Partner, Silverfleet Capital

16:15 16:45 (30 mins)

C: Infra and real assets

The growing overlap of infrastructure and PE

With elevated valuations, how will infrastructure funds generate appropriate risk-adjusted returns and do these compensate enough for illiquidity? What does technology hold for the future of infrastructure assets?

  • Moderator Kelly DePonte - Managing Director, Probitas Partners
  • Panellists Andrea Echberg - Partner, Head of European Infrastructure and Real Assets, Pantheon
  • Dmitriy Antropov - Senior Vice President, Private Infrastructure, Partners Group
  • Simon Gray - Co-Managing Partner, Arcus Infrastructure Partners

16:45 17:15 (30 mins)

A: Investor outlook

Quantitative risk management in private equity portfolios

  • Sofia Gertsberg - Vice President, Investment Risk, HarbourVest Partners

16:45 17:15 (30 mins)

B: What's trending?

Fintech, blockchain and private equity

How fintech will fundamentally alter the alternatives space: where will the disruptors come from, and what is on the horizon? Will blockchain change the way we do business?

  • Lawrence Calcano - CEO, iCapital Network

16:45 17:15 (30 mins)

C: Infra and real assets

Real Assets: Data presentation

Latest fundraising data and allocation behaviour of LPs to real assets

  • Tom Carr - Head of Real Assets Products, Preqin

17:15 17:45 (30 mins)

A: Investor outlook

ESG & diversity

How do you measure and report ESG in an audited way? What needs to happen to be able to benchmark ESG initiatives? As investors move from exclusion to positive selection, when will ESG evolve from a risk mitigation strategy to a positive way of improving the attractiveness of a business?

  • Moderator Ilona Brom - Managing Director , Wilshire Private Markets
  • Panellists Hans de Ruiter - Chief Investment Officer, Stichting Pensioenfonds TNO
  • Reynir Indahl - Managing Partner, Summa Equity
  • Beth Houghton - Partner – Head of Palatine Impact Fund, Palatine Private Equity

17:15 17:45 (30 mins)

C: Infra and real assets

Diversifying exposure through real assets

Where do real assets sit within a diversified private equity portfolio and how are these best accessed? How can LPs balance access to an uncorrelated return stream with illiquidity and volatility risk?

  • Moderator Uwe Fleischhauer - Founding Partner & Managing Director, YIELCO Investments
  • Panellists Eilidh Mactaggart - Managing Director, Head of European Infrastructure & Project Finance, MetLife Investments
  • Dominik von Scheven - Vice President, Infrastructure & Energy, DB Private Equity
  • Mike Weston - Chief Executive , Pensions Infrastructure Platform

17:15 17:45 (30 mins)

B: What's trending?

Fintech: the investment theme

Where will the next wave of fintech disruptors come from and what are the technologies that will drive this? With all the hype, what opportunities are still out there for investors?

17:45 18:30 (45 mins)

Main agenda

Close of main conference day 2 and networking drinks reception