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Informa
Nov 05
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09:00 - 09:30

Registration

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Showing of Streams
11:00 - 11:30

Networking break

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Showing of Streams
12:45 - 13:45

Networking lunch break

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Showing of Streams
15:15 - 15:45

Networking break

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Showing of Streams
17:00 - 17:05
Chair’s closing remarks & End of Summit

Chair’s closing remarks & End of Summit

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17:05 - 18:05
Info

Networking welcome drinks reception

In the Grand Ballroom Foyer

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09:00 - 09:30 30 mins
Registration
09:30 - 09:35 5 mins
Real Assets Summit
Chair’s opening remarks
  • Chair Fulu Makwetla - Managing Director, Third Way Investment Parters
09:30 - 09:35 5 mins
Fundraising & LP/GP Relations Summit
Chair’s opening remarks
  • Chair Mark O'Hare - Founder & CEO, Preqin
09:30 - 09:35 5 mins
Frontier Markets Summit
Chair’s opening remarks
  • Chair Vikram Raju - Portfolio Manager, Head of Emerging Markets, Morgan Stanley Alternative Investment Partners
09:35 - 10:00 25 mins
Info
Real Assets Summit
Real assets fundraising and deal review
  • Patrick Adefuye - Head of Real Assets Products, Preqin

Is capital being committed to funds for African real assets? How is the opportunity being accessed? What have the landmark deals of the last year been in terms of size? Are certain types of real assets or geo-strategies seeing more activity than others?

09:35 - 10:00 25 mins
Info
Fundraising & LP/GP Relations Summit
Fundraising roundup
  • Mark O'Hare - Founder & CEO, Preqin

For what strategies is capital flowing into Africa? How have fundraising volume stacked up in the last 5 years? Are investors favouring certain vehicles? Who is investing? And where does Africa rank compared to other emerging markets?

09:35 - 10:10 35 mins
Info
Frontier Markets Summit
What does tomorrow’s tomorrow look like?
  • Gavin Serkin - Managing Editor, Frontier Funds Media & Intelligence

Which markets in Africa’s frontier are on the rise, and where are the best pockets of opportunity? Have markets previously identified as ‘frontier’ bridged the gap to ‘emerging’, and what has facilitated this?

10:00 - 10:30 30 mins
Info
Real Assets Summit
Mobilising African and international capital
  • Moderator Hubert Danso - CEO and Vice Chairman, Africa Investor Group
  • Panellists Solomon Asamoah - Chief Executive Officer, Ghana Infrastructure Investment Fund (GIIF)
  • Venessa Kangueehi - Benefits Processing Manager, GIPF
  • John Oliphant - Executive Director & Founding Partner of Third Way Investment Partners & Chairman,, Third Way Investment Group

How are both African and international capital taking a leading role in financing the real assets development on the continent? Are new vehicles being set up to drive this? How can domestic resources be bought into the picture to finance infrastructure?

10:00 - 10:30 30 mins
Info
Fundraising & LP/GP Relations Summit
Africa 101 from the experts – what first-time LPs need to know
  • Moderator Oscar Silva - Chairman, Davos International Advisory
  • Panellists Daniel Schoneveld - Principal, Hamilton Lane
  • Dalia Aga-Shaw - Investment Manager – Intermediated Equity, Africa, CDC Group
  • Suzanne Etcheverry - Director, Funds Portfolio Management, OPIC

From the LP perspective, how do you get comfortable with the particular nuances of African private equity? What lessons can be learnt from past experiences on the continent? How can LPs justify the time and financial costs of effective due diligence on an Africa fund relative to the amount of capital deployed, and what needs to be on the checklist? How does intermediation fit into the picture – does diversification and access to a broader set of funds justify the cost?

10:10 - 10:45 35 mins
Info
Frontier Markets Summit
Getting your foot through the door
  • Panelists Frank Dunlevy - Counselor to the President and CEO, and Vice President, Investment Funds Department, OPIC
  • Vikram Raju - Portfolio Manager, Head of Emerging Markets, Morgan Stanley Alternative Investment Partners

What are the key considerations for market access to frontier markets? Are country-specific funds the way forward or do diversification and capital deployment restrictions demand that funds targeting regions bound by common language, business and social cultures are viewed more favourably? How can LPs compare market conditions and fund managers? And how is impact created and sustained?

10:30 - 11:00 30 mins
Info
Real Assets Summit
Next steps to fill the funding gap
  • Andrew Herscowitz - Coordinator, Power Africa

How is trust and transparency being built in the African investment environment? What work is being done with governments to impact positive regulatory development? Are there other steps on the road to making Africa a more accessible opportunity for external investors?

10:30 - 11:00 30 mins
Info
Fundraising & LP/GP Relations Summit
Why Africa?
  • Interviewee Sam Mehta - Director, The Atlas Family Office

What case can be made for Africa on a risk-adjusted return basis? What brings family offices to Africa and will we see more investing in the future?

10:45 - 11:00 15 mins
Info
Frontier Markets Summit
Lines on a map – defining emerging and frontier markets

How are markets categorised today by the private equity community? What factors are in play when it comes to determining how a market is viewed? How can perception and reality be reconciled?

11:00 - 11:30 30 mins
Networking break
11:30 - 12:10 40 mins
Info
Real Assets Summit
Where next for real estate?
  • Moderator Gozie Chigbue - Investment Manager - Intermediated Equity, Africa, CDC Group
  • Panellists Richard Ngwenya - Executive Director, Nisela Capital
  • Frans Lamprecht - Founder, Conservation Hub Group
  • Cheick Sanankoua - Managing Partner, HC Capital Properties
  • Derrick Roper - CEO, Novare

Where are we in the cycle and how is the market being timed? How does the opportunity set in commercial versus residential compare? What factors can scupper even the best deals, and what makes a deal a success? From a development point of view, is private equity real estate always the way forward to finance a project?

11:30 - 12:15 45 mins
Info
Fundraising & LP/GP Relations Summit
What is the role of ESG in fundraising?
  • Moderator James Brice - CEO, EBS Advisory
  • Matt Fifield - Partner, Pacific Road Capital
  • Judy Dlamini - Chairman, Lintel Capital
  • Walter van Helvoirt - Sustainability Manager & ESG Officer, FMO

Can correlations between ESG compliance and performance be drawn from public equities to judge the potential outperformance of private equity GPs? How can African private equity catch up as LPs are raising their requirements? How is ESG reported and how is transparency managed and trust built, especially for fundraisers with less of a track record?

11:30 - 12:00 30 mins
Frontier Markets Summit
Session TBC
12:00 - 12:30 30 mins
Info
Frontier Markets Summit
Sunrise in the East?
  • Moderator Audrey Obara - Senior Investment Manager, Swedfund
  • Panellists Lucas Kranck - Founding Partner, Ascent
  • Jarl Heijstee - Co-founder and Managing Partner, XSML
  • Michiel Timmerman - Managing Partner, Mbuyu Capital Partners

How do you evaluate different opportunities in such a competitive market? Where are the hubs – Kenya? Ethiopia? Is Uganda on the rise? And what are the ramifications of Tanzania’s situation?

12:10 - 12:45 35 mins
Real Assets Summit
Real estate development in Africa - case study spotlight
  • Story #1 Richard Ngwenya - Executive Director, Nisela Capital
  • Story #2 Cheick Sanankoua - Managing Partner, HC Capital Properties
  • Hafeez Giwa - Managing Partner, HC Capital Properties
12:15 - 12:45 30 mins
Info
Fundraising & LP/GP Relations Summit
The impact of impact investment on fundraising
  • Moderator Charles Buchanan - Managing Director, South Africa Fund Services, SGG Group
  • Panellists George McPherson - Managing Director and Investment Committee Member, Criterion Africa Partners
  • Catherine Cax - Vice President, Sub-Saharan Africa, IFU
  • Alejandro Tawil - Partner & Chairman, ThirdWay Africa Partners

With impact investment featuring heavily implicitly or explicitly in African private equity, how does fundraising pan out for these funds? What criteria do LPs use to gauge impact? Does an impact mandate on a fund change how LPs view the offering?

12:30 - 12:45 15 mins
Info
Frontier Markets Summit
Hitting the sweet spot

Case study of a successful investment in an African frontier market. What were the key factors in success?

12:45 - 13:45 60 mins
Networking lunch break
13:45 - 14:20 35 mins
Info
Real Assets Summit
Financing infrastructure for the future
  • Moderator Marcel Bruhwiler - Principal Investment Officer, Hub Lead Infrastructure Southern & Eastern Africa, IFC
  • Panellists Jurie Swart - CEO, AIIM
  • Ronald Mincy - CEO & Managing Partner, Lionworks Capital
  • Greg Ansermino - Director, FIRST Fund
  • Aymeric Saha - Managing Director, MiDA

Is African infrastructure moving to a privately owned and operated model? At what stage can private infrastructure funds be bought in and is private equity-structured infrastructure investment on the rise? How can deal execution be sped up? And what do new market entrants need to understand about investing in African infrastructure versus other markets?

13:45 - 14:30 45 mins
Info
Fundraising & LP/GP Relations Summit
First time funds in the spotlight
  • Moderator Eric Maillebiau - Founder, CapEos
  • Panellist Peter Bieliczky - Co-founder, idi Emerging Markets
  • Paul Quirk - Partner, Lionhead Capital
  • Dennis Matangira - Senior Managing Partner, Zebu Investment Partners

What is at the top of fundraiser’s minds when they approach raising a first-time fund? How do you differentiate your messaging? How are LPs evaluating first time funds in market?

13:45 - 14:15 30 mins
Info
Frontier Markets Summit
Going South?
  • Panellists Jito Kayumba - Partner, Kukula Capital
  • Johannes Gunnell - Commercial Director, Maris Advisors
  • Ekkehard Friedrich - Partner, Investments, EOS Capital

How underinvested really is Southern Africa? How active are government investors in their own markets? Is the funding gap an opportunity for private equity in Zambia, Malawi and Namibia? And is Zimbabwe Africa’s next hottest market to watch?

14:15 - 14:45 30 mins
Info
Frontier Markets Summit
West Africa in the spotlight
  • Moderator Stephan Breban - Board Member, Dean Wetton Advisory
  • Panellists Godfrey Mwindaare - Partner - Africa Fund, Aavishkaar Venture Management Services
  • John Opubor - Managing Partner, Coronation Capital
  • Jide Ogundare - CEO, MBO Capital
  • Jean-Marc Savi de Tové - Managing Partner, Adiwale Partners

Do West African frontier markets get the attention the deserve? Will the progress of hubs such as Ghana and Nigeria spur on the development of other nations – Liberia and Sierra Leone for example? Is Côte d'Ivoire still a compelling opportunity?

14:20 - 14:45 25 mins
Info
Real Assets Summit
Infrastructure project development

What do successful infrastructure projects have in common? What is being done to increase the speed of the project completion cycle? How do you match expert developers to the right capital sources?

14:30 - 15:15 45 mins
Info
Fundraising & LP/GP Relations Summit
Moving on to fund two, three and beyond!
  • Moderator Oscar Silva - Chairman, Davos International Advisory
  • Panellists Paul Kavuma - CEO, Catalyst Principal Partners
  • Christof Gross - Vice President, DEG
  • Christoph Evard - Partner, Kibo Capital Partners

When is the right time to come back to market after Fund One? How do you work on diversifying your LP base – who should you be targeting and does your messaging need to change? How do you evolve a strategy without suffering drift?

14:45 - 15:15 30 mins
Info
Real Assets Summit
Powering up Africa
  • Moderator Raj Kulasingam - Senior Counsel, Dentons
  • Panellists Chudi Obianwu - Infrastructure Investor, A.P. Moller Capital
  • Herc van Wyk - CEO, Pembani Remgro
  • Jasandra Nyker - Chief Executive Officer, BioTherm Energy

How have returns stacked up in power investment, and why has this situation come about? How is the distribution and delivery question being answered – how do you ensure you are getting paid? How is risk managed for long-term investments in this vertical, especially FX?

14:45 - 15:15 30 mins
Info
Frontier Markets Summit
Looking North
  • Moderator Lars Zimmermann - Vice President, Corporates/Funds & Risk Capital, Africa, DEG
  • Panellist Ann Wyman - Senior Manager, AfricInvest
  • Sharif El Akhdar - Managing Partner, LimeVest Partner
  • Yassine Bouhara - Chairman, Tell Group

Where is the North African frontier once you get past Egypt and Morocco? Does the continued development of these hubs spell a good news story for other countries? How much untapped potential is there in Algeria and Tunisia?

15:15 - 15:45 30 mins
Networking break
15:45 - 16:30 45 mins
Info
Real Assets Summit
A new era for clean energy and renewables?
  • Moderator Jonathan Berman - Managing Director, Fieldstone Africa
  • Panellists Christopher Clarke - Managing Partner, Inspired Evolution
  • Anders Hauch - Investment Director, Partner & Co-founder, Frontier Energy
  • Maaike Friedeman - Chief Commercial Officer, Rensource Energy

What counts as alternative energy in 2018? Is the investment opportunity in solar power changing? How does this fit into a wider strategy targeting off-grid power solutions? Beyond solar, what else is being explored for investment? And how does the opportunity and the realities of investment differ from market to market?

15:45 - 16:30 45 mins
Info
Fundraising & LP/GP Relations Summit
Moving beyond blind pool funds
  • Moderator Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
  • Panellists Zeyn Angamia - Director and co-founder, Adinah Capital Partners
  • Steven Grin - Managing Partner, Lateral Capital
  • Ibrahim Sagna - Director, Global Head of Advisory and Capital Markets, Afreximbank

Is the investor appetite there for alternative structures to traditional private equity funds? What is being explored – permanent capital vehicles, investment holding companies and more. In which situations are these more appropriate and useful for accessing African opportunity?

15:45 - 16:25 40 mins
Info
Frontier Markets Summit
Structuring investments on the African frontier
  • Panellists Zain Latif - Founder and Principal, TLG Capital

Is blended finance the optimum model for investing in African frontier markets? What has worked and what are the pitfalls in this? Case study of when it has worked and when it has gone wrong – how was this mitigated?

16:25 - 17:00 35 mins
Info
Frontier Markets Summit
Pushing the frontiers of venture capital
  • Moderator Michael Gera - Managing Partner & Co-Founder, Energy Access Ventures
  • Panellists Johan Bosini - Partner, Quona Capital Management
  • Abishek Mittal - Partner, Aavishkaar Africa Fund, Aavishkaar Venture Management Services Private Limited
  • Danai Musandu - Investment Associate, Goodwell Investments

One investor’s nightmare is another’s dream proposition. Are the African frontier markets ideally placed to skip ahead and ride the wave of the Fourth Industrial Revolution? What opportunities are out there? Is Venture capital in frontier markets about much, much more than just tech and innovation?

16:30 - 17:00 30 mins
Info
Real Assets Summit
Getting hands-on in Agriculture
  • Moderator Zain Laher - Founding Partner, Kleoss Capital
  • Panellists Vincent Destieu - Head of Investors Relations, Phatisa
  • Paulo Bello - Founder, Forest Effect Fund
  • Gonçalo Neves-Correia - Partner and CEO, ThirdWay Africa Partners

How have agriculture funds performed in the past? Is there a disconnect between real and actual needs to be addressed? What risks need to be addressed, what can be mitigated? Is reform taking hold in key markets and will this bring opportunity? And is Agritech a new opportunity?

16:30 - 17:00 30 mins
Info
Fundraising & LP/GP Relations Summit
Off the record: Innovation in fee structures
  • Discussion leaders Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
  • Christof Gross - Vice President, DEG

What is being done differently to 2/20 in how fees are structured for African private equity? How can managers keep the lights on?

Run strictly under The Chatham House Rule, what is said in this session cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Closed to Press.

17:00 - 17:05 5 mins
Chair’s closing remarks & End of Summit
17:05 - 18:05 60 mins
Info
Networking welcome drinks reception

In the Grand Ballroom Foyer