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Informa
Nov 05
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09:00 - 09:30

Registration

Showing of Streams
11:00 - 11:30

Networking break

Showing of Streams
12:45 - 13:45

Networking lunch break

Showing of Streams
15:15 - 15:45

Networking break

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

Chair’s closing remarks & End of Summit

17:05 - 18:05

Networking welcome drinks reception

09:00 - 09:30 30 mins
Registration
09:30 - 09:35 5 mins
Real Assets Summit
Chair’s opening remarks
09:30 - 09:35 5 mins
Fundraising & LP/GP Relations Summit
Chair’s opening remarks
09:30 - 09:35 5 mins
Frontier Markets Summit
Chair’s opening remarks
09:35 - 10:00 25 mins
Real Assets Summit
Real assets fundraising and deal review
more

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
Fundraising & LP/GP Relations Summit
Fundraising roundup
  • Mark O'Hare - Founder & CEO, Preqin
more

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
Frontier Markets Summit
What does tomorrow’s tomorrow look like?
  • Gavin Serkin - Managing Editor, Frontier Funds Media & Intelligence
more

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
Real Assets Summit
Mobilising African capital
  • Panellists Solomon Asamoah - Chief Executive Officer, Ghana Infrastructure Investment Fund (GIIF)
more

How is African 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
Fundraising & LP/GP Relations Summit
Africa 101 – what first-time LPs need to know
  • Panellists Guy Hudson - Investment Officer, EIB
  • Carlos Heneine - Managing Director, Quilvest
more

From the LP perspective, what are the particular nuances that LPs need to be aware of, and how do you get comfortable? 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 LP due diligence checklist?

10:10 - 10:45 35 mins
Frontier Markets Summit
Getting your foot through the door
  • Panellists Vikram Raju - Portfolio Manager, Head of Emerging Markets, Morgan Stanley Alternative Investment Partners
  • Eyob Tolina - Director, SGI Frontier Capital
  • Menno Derks - Partner & MD Fund Investments, Sarona Asset Management
more

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?

10:30 - 11:00 30 mins
Real Assets Summit
Real assets – the investor perspective
more

What drives LP interest in real assets and how do they see the most appropriate way of accessing the deals? How do you reconcile long-term capital commitments versus the risks, including FX?

10:30 - 11:00 30 mins
Fundraising & LP/GP Relations Summit
Why Africa?
more

What case can be made for Africa on a risk-adjusted return basis? What brings non-DFI investors to Africa?

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

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 - 12:00 30 mins
Real Assets Summit
Where next for real estate?
  • Panellists Richard Ngwenya - Executive Director, Nisela Capital
more

Where are we in the cycle and how is the market being timed? How does the opportunity set in commercial versus residential compare? What are the unique challenges of investing in emerging Africa and how are they addressed?

11:30 - 12:15 45 mins
Fundraising & LP/GP Relations Summit
Getting to grips with ESG requirements
more

How does ESG fit into the due diligence picture in Africa? Is a lack of ESG compliance the fastest way to get a “NO!”? Why is there such variance in ESG checklists and reporting requirements and how do managers deal with the different requirements from their LPs? With Governance being central to successful private equity investments, how much focus is there on Environmental and Social requirements?

11:30 - 12:00 30 mins
Frontier Markets Summit
Looking North
  • Panellists Karim Ben Salah - Co-founder and Head of Private Equity, Tell Group
more

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?

12:00 - 12:45 45 mins
Real Assets Summit
Developing and operating real estate
more

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?

12:00 - 12:30 30 mins
Frontier Markets Summit
Sunrise in the East?
  • Panellists Lucas Kranck - Founding Partner, Ascent
  • Jarl Heijstee - Co-founder and Managing Partner, XSML
more

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

12:15 - 12:45 30 mins
Fundraising & LP/GP Relations Summit
The impact of impact investment on fundraising
  • Panellists George McPherson - Managing Director and Investment Committee Member, Criterion Africa Partners
more

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
Frontier Markets Summit
Hitting the sweet spot
more

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
Real Assets Summit
Financing infrastructure for the future
more

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
Fundraising & LP/GP Relations Summit
First time funds in the spotlight
  • Moderator Eric Maillebiau - Founder, CapEos
  • Julien Kinic - Managing Partner, idi Emerging Markets
more

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
Frontier Markets Summit
Going South?
  • Panellists Jito Kayumba - Partner, Kukula Capital
  • Johannes Gunnell - Commercial Director, Maris Advisors
more

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
Frontier Markets Summit
West Africa in the spotlight
more

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
Real Assets Summit
Infrastructure project development
more

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
Fundraising & LP/GP Relations Summit
Moving on to fund two, three and beyond!
  • Panellists Dennis Matangira - Senior Managing Partner, Zebu Investment Partners
more

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
Real Assets Summit
Powering up Africa
more

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
Frontier Markets Summit
Developing citizen entrepreneurs
more

What development model have the African economies pursued? Could lessons be learnt from the UAE and others in terms of local shareholding and ownership rules? Is there a disconnect between what investors and those who live and work in a country aim for, and if so can it be reconciled? What is private equity’s role in all of this?

15:15 - 15:45 30 mins
Networking break
15:45 - 16:30 45 mins
Real Assets Summit
Enabling alternative energy solutions
  • Panellists Christopher Clarke - Managing Partner, Inspired Evolution
  • Anders Hauch - Investment Director, Partner & Co-founder, Frontier Energy
more

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 in alternative energy solutions? And how does the opportunity and the realities of investment differ from market to market?

15:45 - 16:30 45 mins
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
more

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
Frontier Markets Summit
Structuring investments on the African frontier
more

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
Frontier Markets Summit
Pushing the frontiers of venture capital
  • Panellists Michael Gera - Managing Partner & Co-Founder, Energy Access Ventures
  • Johan Bosini - Partner, Quona Capital Management
more

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
Real Assets Summit
Getting hands-on in Agriculture
  • Panellists Vincent Destieu - Head of Investors Relations, Phatisa
more

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
Fundraising & LP/GP Relations Summit
Off the record: Innovation in fee structures
  • Discussion leaders Magellan Makhlouf - Co-Founder and Managing Director, CedarBridge
  • Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
more

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
Networking welcome drinks reception