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Key Sessions

Abebe Abebayehu Chekol

Opening keynote address

Ethiopian Investment Commission

Dec 02
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08:15 - 09:00

Registration and welcome coffee

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Showing of Streams
11:15 - 11:45

Networking break

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Showing of Streams
13:30 - 14:30

Networking lunch break

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Showing of Streams
15:15 - 15:45

Networking break

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Showing of Streams
08:15 - 09:00 45 mins
Registration and welcome coffee
09:00 - 09:15 15 mins
Infrastructure Summit
Chair’s opening remarks
09:00 - 09:15 15 mins
Frontier Markets Summit
Chair’s opening remarks
09:00 - 09:15 15 mins
Fundraising Summit
Chair’s opening remarks
09:15 - 09:40 25 mins
Infrastructure Summit
Opening keynote address
09:15 - 09:40 25 mins
Info
Frontier Markets Summit
Opening keynote address
  • Abebe Abebayehu Chekol - Commissioner, Ethiopian Investment Commission

Encouraging FDI in Africa’s frontiers and raising Ethiopia to its former glory

09:15 - 09:40 25 mins
Info
Fundraising Summit
Opening keynote address

Topic TBC

09:40 - 10:20 40 mins
Info
Infrastructure Summit
Market snapshot

An overview of PE/VC trends and drivers in infrastructure investing. What is the return on investment? Are we moving away from the large-scale power/infra projects and looking at smaller and portfolio projects? What is the impact of this move?

09:40 - 10:00 20 mins
Info
Frontier Markets Summit
Data presentation

Analysing recent deals in frontier markets, key geos, sectors and market players

09:40 - 10:00 20 mins
Info
Fundraising Summit
Data presentation

Analysing recent deals, notable transactions and key market players

10:00 - 10:45 45 mins
Info
Frontier Markets Summit
Silent giants on the rise
  • Ashenafi Alemu - Managing Partner & Co-founder, Zoscales Partners
  • Ivan Cornet - Managing Partner, Latitude Five

What are the new frontier markets? Taking a closer look at the new potential of Rwanda, Ghana, Ivory Coast, Senegal and Ethiopia

10:00 - 10:45 45 mins
Info
Fundraising Summit
Under pressure
  • Moderator Oscar Silva - Chairman, Davos International Advisory

Evaluating the recent decline in fundraising and its implications for the PE industry and investor appetite. What is happening and why? How long is the fundraising drop expected to last, and how are fund managers responding to this challenge? What does a successful fundraising strategy look like today? How can capital be mobilised from commercial investors, to reduce the reliance on DFIs?


10:20 - 11:00 40 mins
Info
Infrastructure Summit
Infrastructure financing
  • Moderator Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
  • Ibrahim Sagna - Director, Global Head of Advisory and Capital Markets, Afreximbank
  • Hoda Atia Moustafa - Africa Regional Head, Multilateral Investment Guarantee Agency (MIGA)

Identifying the gaps and the role of DFIs and MDBs (multilateral development banks) in African infrastructure financing. DFI Investment Partnerships: By partnering with DFIs in African infrastructure funds or deals, uninitiated investors might gain comfort with the region and asset class. Initial investments through funds and/ or partnership with DFIs: an opportunity to expand the pool of investors

10:45 - 11:15 30 mins
Info
Frontier Markets Summit
Unlocked potential
  • Jacop Rentschler - Managing Partner, Zoscales Partners
  • Zain Latif - Principal, TLG Capital

What are the key drivers of economic growth in frontier markets, and how are PE funds identifying opportunities that can tap into these growth factors? Lack of competition versus risk

10:45 - 11:15 30 mins
Info
Fundraising Summit
Solving the Exit puzzle

Lack of exits in African private equity: a GP perspective. Balancing longer lead time to exist and shorter market cycles. Do GPs need to rethink their investment strategy to focus on shorter time to exit and recycling capital during the fund’s investment period? What is the impact of the Jumia IPO on exits and valuations?

11:00 - 11:15 15 mins
Infrastructure Summit
The rise of Chinese investment in Africa’s infrastructure projects
11:15 - 11:45 30 mins
Networking break
11:45 - 12:15 30 mins
Info
Infrastructure Summit
Engaging local investors
  • Moderator Mr Hubert Danso - CEO & Vice Chairman, Africa Investor
  • Thomas Balashev - Founder, Montague Property International

Facilitating partnerships and co-investment between non-African asset owners and their African counterparts — particularly local pension funds. Overcoming investment risks by better aligning with the interests of the local government

11:45 - 12:30 45 mins
Info
Frontier Markets Summit
Off the beaten path

What type of investors are interested in the frontier markets story? Examining key differences in the requirements for impact investors vs. commercial investors. How can investors generate strong returns in assets that are under the radar or not part of the geographic remit of mainstream investors? Investing in frontier markets as a tool for diversification, the pursuit of growth and yield of assets. LP views on allocating more assets to frontier markets within existing emerging-markets strategies

11:45 - 12:15 30 mins
Info
Fundraising Summit
Africa versus other emerging markets

Examining the key differences in the fundraising environment, performance and investor appetite. Is the fundraising slump also observed in other emerging markets?  

12:15 - 13:00 45 mins
Info
Infrastructure Summit
An LP perspective

Understanding investor views on Africa infrastructure and how these differ from their views on investing in other emerging markets. What is the role of infrastructure in investor portfolios?

12:15 - 12:45 30 mins
Info
Fundraising Summit
The role of DFIs in financing
  • Ken Osei - Principal Investment Officer, IFC
  • Nkemjika Onwuamaegbu - Senior Underwriter, Multilateral Investment Guarantee Agency (MIGA)
  • Neeraj Vij - Chief Investment Officer, African Development Bank

How can DFIs enhance investments in Africa? What are the macroeconomic effects of DFIs in sub-Saharan Africa? What can DFIs do to make PE investing in Africa more attractive for commercial investors?

12:30 - 13:00 30 mins
Info
Frontier Markets Summit
Risk assessment
  • Venessa Kangueehi - Manager, GIPF
  • Nabil Fawaz - Sector Manager, Multilateral Investment Guarantee Agency (MIGA)

Identifying the basic risks to investments in frontier markets. How do risks in frontier markets differ from those in emerging markets? How should these risks be reflected in the investment process, including risk/return targets?

12:45 - 13:30 45 mins
Info
Fundraising Summit
Roundtable discussions

Open to all attendees. A chance to have an intimate discussion with open networking

12:45 - 13:30 45 mins
Info
Fundraising Summit Breakout Session
LP fund presentations

A select number of GPs will have the chance to exclusively present their fund to a group of LPs, individually, in a closed-door setting. Each GP will have 10 minutes to make their case, including time for audience Q&A.

If you are interested in presenting your fund to this exclusive group of LPs, please contact marcia.brissett@knect365.com


13:00 - 13:30 30 mins
Info
Infrastructure Summit
Sustainable Infrastructure

Examining the role of sustainability and impact investing in infrastructure finance considerations. Why Infrastructure is a key to the success of the SDGs

13:00 - 13:30 30 mins
Info
Frontier Markets Summit
Generate returns while making an impact
  • Moderator Oscar Silva - Chairman, Davos International Advisory
  • James Brice - CEO, EBS Advisory

Examining how ESG engagement and its strategic deployment optimises impact and creates value for investors and companies. Where and how to use ESG to enhance carry in the investment cycle?


13:30 - 14:30 60 mins
Networking lunch break
14:30 - 15:15 45 mins
Info
Infrastructure Summit
What’s hot?

Exploring new promising sub-sectors. Removals and Logistics take the spotlight. IT infrastructure market: data centres and tech-enabling infrastructure. Fibre networks: what impact do they have on growth and industrial development?

14:30 - 15:00 30 mins
Info
Frontier Markets Summit
Making the adjustment

Identifying unique challenges given the shallower and smaller nature of frontier markets. How does one approach the challenges of smaller fund and deal sizes?

14:30 - 15:00 30 mins
Info
Fundraising Summit
First time funds and emerging managers
  • Zain Laher - Founding Partner, Kleoss Capital
  • Sami Moughrabie - Managing Partner, ATMOS Ventures
  • Clemens Gerteiser - Head of Fund Investments, Triple Jump

Key considerations when raising your first fund. Finding attractive investment targets and successful ways to create value across their portfolios. What if fundraising doesn’t go your way? What are LP views on emerging managers?

15:00 - 15:15 15 mins
Info
Frontier Markets Summit
Valuations

How would you characterise current asset valuations in frontier markets? Is there a gap between buyer and seller expectations, and how do gaps differ by sector or geography? Are there any unique methods fund managers need to adopt when valuing potential opportunities in frontier markets? Should frontier markets company valuations attract a discount, compared to more developed emerging markets?

15:00 - 15:15 15 mins
Info
Fundraising Summit
Beware of zombies

Describing what constitutes a zombie fund and the typical PE incentive structure that can lead to conflicts of interest between GPs and LPs. How big of a problem are zombie funds in LP portfolios? What is the nature of the problem (why LPs decide not to reinvest in certain GPs)? How LPs are addressing the problem, and steps can GPs take to increase their chances of successfully raising a follow-on fund?

15:15 - 15:45 30 mins
Networking break
15:45 - 16:30 45 mins
Info
Infrastructure Summit
Green field investing
  • Basil El-Baz - Chairman & Chief Executive Officer, Carbon Holdings

In Africa today, most of the opportunities for private sector financing of infrastructure are in private greenfield projects. What opportunities for refinancing by institutional investors can these projects present, if successful?

15:45 - 16:30 45 mins
Info
Frontier Markets Summit
Real Assets investments on the rise
  • Gonçalo Neves-Correia - Partner and CEO, ThirdWay Africa Partners
  • Anders Hauch - Investment Director, Partner & Co-founder, Frontier Energy
  • Keith Polo - Managing Director/Chief Lending Officer, MISSIO Invest

Investing in farmland and agricultural production in Tanzania, Zambia, Malawi, Uganda and Mozambique. Should investors distinguish between high value production for export such as treecrops and domestic staples such as maize and rice? The promise of renewable energy projects in Uganda, Kenya, Tanzania, Mozambique and Zambia

15:45 - 16:15 30 mins
Info
Fundraising Summit
Permanent Capital Vehicles – the future for fundraising in Africa?
  • Moderator Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
  • Ibrahim Sagna - Director, Global Head of Advisory and Capital Markets, Afreximbank
  • Michiel Timmerman - Founder and Managing Partner, Mbuyu Capital Partners

Evaluating the popularity of evergreen fund structure. Investor take on PCVs

16:15 - 17:00 45 mins
Info
Fundraising Summit
Fundraising for VC
  • Moderator Alexandre Alfonsi - Founding Partner, Axonia Partners

Exploring the key differences in raising a VC fund vs. a PE fund. Who are the Angels and what does an angel investment network look like in Africa? Where does the venture capital investing come from? The role of family offices in the VC space in Africa. The Dos and Don’ts of VC fundraising

16:30 - 17:00 30 mins
Info
Infrastructure Summit
Energy infrastructure
  • Anders Hauch - Investment Director, Partner & Co-founder, Frontier Energy
  • Jan-Henrik Kuhlmann - Head of Sustainable Energy, Triple Jump
  • Amith Singh - Co-Head, Energy Finance, NedBank
  • Jasandra Nyker - Chief Executive Officer, BioTherm Energy

Analysing the infrastructure spend and growth projections for the sector. Mapping the investor landscape for African energy infrastructure and exploring incentives and opportunities for foreign investors. What challenges do fund managers associate with energy infrastructure? Sharing success stories

16:30 - 17:00 30 mins
Info
Frontier Markets Summit
A glimpse into the future
  • Johan Bosini - Partner, Quona Capital Management
  • Berhane Demissie - Managing Partner, Cepheus Capital

A glimpse into the future

[Panel discussion]

What are the prospects for PE investment in frontier markets in the years to come? Where, in terms of sector or geography, can we expect the greatest opportunities in the near future? What role do will these markets to play in shaping the future of the African and global economy?

17:00 - 17:05 5 mins
Infrastructure Summit
Chair’s closing remarks and the end of summit
17:00 - 17:05 5 mins
Frontier Markets Summit
Chair’s closing remarks and end of summit
17:00 - 17:05 5 mins
Fundraising Summit
Chair’s closing remarks and end of summit