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Informa
08:40 - 09:00 20 mins
Main agenda
Registration
09:00 - 09:10 10 mins
Main agenda
Chairperson's introduction
  • Chair Maarten Vervoort - Managing Director, Alpinvest Partners
more
09:10 - 09:50 40 mins
Main agenda
Technological disruption and me: special guest speaker
  • Jürgen Schmidhuber, Scientific Director, Swiss AI Lab, IDSIA (USI & SUPSI); Chief Scientist, NNAISENSE; and the Father of Modern AI
more

How AI is changing business & society right now

09:50 - 10:20 30 mins
Main agenda
Technological disruption and me: portfolio company digital transformation
  • Moderator Maarten Vervoort - Managing Director, Alpinvest Partners
  • Panellists Sven Törnkvist - Head of Digital Business Development, EQT Partners
  • Katja Salovaara - Senior Portfolio Manager, Private Equity, Ilmarinen
  • Eddie Misrahi - President & CEO, Apax France
more

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?

09:55 - 10:25 30 mins
Engaged conversations
Q&A session: Impact of AI on business and society
  • Jürgen Schmidhuber, Scientific Director, Swiss AI Lab, IDSIA (USI & SUPSI); Chief Scientist, NNAISENSE; and the Father of Modern AI
more
10:20 - 11:00 40 mins
Main agenda
Technological disruption and me: disruptive technology: the investment theme
  • Moderator Nils Rode - Chief Investment Officer. Member of the Investment Committee, Schroder Adveq
  • Panellists Delaney Brown - Senior Principal, Funds, Secondaries & Co-Investments, CPPIB
  • Mr Lucian Schönefelder - Director, Member of TMT Team, KKR
  • Simon Patterson - Managing Director, Silver Lake
  • Edi Truell - Executive Chairman, Disruptive Capital Finance
more

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?

10:50 - 11:00 10 mins
Main agenda
Liquidnet block trading: selling stakes at zero discount
  • Dan Squires - EMEA Sales Director, Liquidnet
more
11:05 - 11:50 45 mins
Engaged conversations
Engaged conversations: is the locusts debate really over? Or you are all bankers now
  • Panellists Michael Collins - Chief Executive, Invest Europe
  • Jennifer Dunstan - Partner, Head of Fund Investor Relations , 3i
  • Andrew Dowler - Managing Director, Blackstone
  • Marta Jankovic - Senior Sustainability Specialist & Head Of ESG Integration Alternatives, APG Asset Management
more

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?

11:00 - 11:30 30 mins
Main agenda
Morning coffee
11:30 - 11:55 25 mins
Main agenda
Interview session: the future of private equity in a highly competitive/frothy environment
  • Scott Sperling - Co-President, Thomas H. Lee Partners
  • Interviewed by Ruulke Bagijn - Managing Director, AlpInvest Partners
more
11:55 - 12:20 25 mins
Main agenda
Global Private Markets 2017: The latest data, analysis and insights
  • Jim Strang - Managing Director, Hamilton Lane
more

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

12:20 - 12:50 30 mins
Main agenda
LP views on the shifting dynamics of the private equity industry
  • 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
  • Rune Jepsen - Principal, Global Private Capital, QIC
more

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?

12:50 - 14:00 70 mins
Main agenda
Single family office only lunch (by invitation only)
12:50 - 14:00 70 mins
Main agenda
Lunch
13:45 - 13:50 5 mins
Main agenda
Afternoon Chair
  • Jeryl Andrew - CEO, Level 20
more
13:50 - 14:35 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
more

Kasper Holten must make each singer deliver an outstanding and unique performance while working within the concept of a joint vision together with their colleagues. How does he make performers go beyond their own boundaries and perform at the highest levels?

14:35 - 14:55 20 mins
Main agenda
Making the case for European private equity: how to benefit from market segmentation
  • Peter Cornelius - Managing Director, AlpInvest Partners
more

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?

14:45 - 15:30 45 mins
Workshop
Divas! The workshop
  • Kasper Holten - Director of Opera, Royal Opera House 2011-2017
more
14:55 - 15:20 25 mins
Main agenda
Making the case for European private equity: what is Europe really good at?
  • Moderator Ralf Gleisberg - Partner, Private Equity, Akina / Unigestion
  • Panellists Michael Cronin - Managing Director, StepStone Group
  • Ben Doyle - Equity Investments, European Investment Fund (EIF)
  • Kaarina Suikkonen - Managing Partner, Apaja Advisory
  • Mark Nicolson - Head of Primary Investments, SL Capital Partners
more

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?

15:20 - 15:40 20 mins
Main agenda
Making the case for European private equity: sector showcase
  • Interviewer Sasha van de Water - Managing Partner, Keyhaven Capital
  • Luxury John Genovese - Co-owner & Co-founder, ONE Luxury Group
  • Industrial Michele Semenzato - Managing Partner, Wise
more

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?

Industrial

Luxury


15:40 - 16:15 35 mins
Main agenda
Afternoon coffee
16:10 - 16:15 5 mins
A: Investor outlook
Chair's introduction
  • Chair Simon Thornton - Founder, PEARonline
more
16:10 - 16:15 5 mins
C: Infra and real assets
Chair's introduction
  • Chair Kelly DePonte - Managing Director, Probitas Partners
more
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. No Press.
  • Jennifer Choi - Managing Director, Industry Affiars, Institutional Limited Partners Association
more

Chatham House Rule – NO PRESS

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


16:15 - 16:45 30 mins
C: Infra and real assets
The growing overlap of infrastructure and PE
  • 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
  • Andrew Godson - Head of Alternative Investments in EMEA, Barings
more

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?

16:45 - 17:15 30 mins
A: Investor outlook
Quantitative risk management in private equity portfolios
  • Sofia Gertsberg - Vice President, Investment Risk, HarbourVest Partners
more
16:45 - 17:15 30 mins
C: Infra and real assets
Real Assets: Data presentation
  • Tom Carr - Head of Real Assets Products, Preqin
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Latest fundraising data and allocation behaviour of LPs to real assets

17:15 - 17:45 30 mins
A: Investor outlook
ESG & diversity
  • 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
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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?

17:15 - 17:45 30 mins
C: Infra and real assets
Diversifying exposure through real assets
  • Moderator Uwe Fleischhauer - Founding Partner & Managing Director, YIELCO Investments
  • Panellists Dominik von Scheven - Vice President, Infrastructure & Energy, DB Private Equity
  • Mike Weston - Chief Executive , Pensions Infrastructure Platform
  • Renaud de Matharel - CEO & Managing Partner, CUBE Infrastructure Managers
more

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?

17:45 - 18:30 45 mins
Main agenda
Close of main conference day 2 and networking drinks reception