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Informa
Nov 06
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08:30 - 09:00

Registration

Showing of Streams
10:55 - 11:25

Networking break

Showing of Streams
13:10 - 14:20

Networking lunch

Showing of Streams
15:50 - 16:20

Networking break

Showing of Streams
18:00 - 19:30

End of Day 1 and offsite networking drinks reception

08:30 - 09:00 30 mins
Registration
09:00 - 09:05 5 mins
Day 1
Chair’s opening remarks
  • Stacy Mogale - Partner, Webber Wentzel
more
09:05 - 09:30 25 mins
Day 1
The next stage of Africa’s economic development
09:30 - 09:55 25 mins
Day 1
Setting the scene – African private equity in hindsight
more

Returns profiled for African private equity in the last five years. What funds and strategies have seen the most success? How is Africa stacking up against other emerging markets?

09:55 - 10:25 30 mins
Day 1
LP perspectives
  • Panellists Neil Harper - Chief Investment Officer, Morgan Stanley AIP
  • Lynn Nguyen - Acting VP/Head of Investment Funds, OPIC
more

Who is allocating to Africa and are certain strategies and structures favoured right now? What do LPs wish they had known the first time they invested in Africa?

10:25 - 10:55 30 mins
Day 1
Looking back to look forward
  • Panellists Eric Kump - Managing Director and Partner, Head of the Carlyle Sub Sahara Africa Fund, The Carlyle Group
more

Where have the returns come from in the past for African private equity and are the conditions right to repeat these successes? What has worked and importantly, what has not? Are certain market segments overfunded and what has this meant for valuations?

10:55 - 11:25 30 mins
Networking break
11:25 - 12:05 40 mins
Day 1
Next steps for future success
  • Panellists Siby Diabira - Regional Head, Southern Africa & Indian Ocean, PROPARCO
  • Yemi Lalude - Managing Partner, TPG Africa
  • Paul Boynton - CEO, Old Mutual Alternative Investments (Pty) Ltd
more

What comes next for African private equity? We are beyond ‘Africa Rising’ so what needs to change to continue to develop the investor base? As well as private equity, is the trend of private equity houses diversifying into growth equity, VC, and private credit an encouraging one? Is the cross-border opportunity worth exploring further? And how is impact investment developing a commercial edge while retaining a measurable impact?

12:05 - 12:30 25 mins
Day 1
Africa’s capital markets
more

How are on-continent stock exchanges developing? Can we predict when on-continent IPOs will become more prevalent for private equity-backed companies? Do GPs need to be developing companies differently to build towards IPO?

12:30 - 13:10 40 mins
Day 1
Developing routes to liquidity
more

What routes to exit have been profitable in the past? How encouraging are fund-to-fund exits? What characteristics do GPs need to build in their portfolio companies to make the attractive to acquisitive funds and corporations? And how can the timing of exits within a fund be optimised?

13:10 - 14:20 70 mins
Networking lunch
14:20 - 14:25 5 mins
Track A: Strategy and geographic reviews
Track Chair opening remarks
14:25 - 14:50 25 mins
Track A: Strategy and geographic reviews
Private credit – becoming mainstream?
  • Panellists Walid Cherif - Senior Managing Director, Private Debt, Gulf Capital
  • Yaw Keteku - Fund Advisor, Barak Fund Management
more

How have mezzanine and private debt performed? Do the legal and jurisdictional environments mean creditor protection is assured – if not how do you get comfortable with this? What sectors and geographical hotspots present the most compelling opportunity?

14:25 - 14:50 25 mins
Track B: Engaged conversation roundtables
Leaders in African Private Equity
more

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.

14:50 - 15:20 30 mins
Track A: Strategy and geographic reviews
Lusophone Africa in the spotlight
  • Moderator Paulo Trindade Costa - Partner, Vieira de Almeida
  • Tiago Laranjeiro - Managing Director, Angola Capital Partners
more

How do you fund commonality and coherent investment themes in such a diverse group of countries? How is privatisation and economic diversification progressing in Angola? And who is investing in Mozambique – is now the time to act?

14:50 - 15:20 30 mins
Track B: Engaged conversation roundtables
Diversity in African private equity
more

Implementing the BEE guidelines and promoting women and other minorities in African private equity.

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.

15:20 - 15:50 30 mins
Track A: Strategy and geographic reviews
Sector focus roundtable discussions
  • Table 2: Education Derrick Betts - Director, EY-Parthenon
  • Table 3: Infrastructure Romain Py - Head of Transactions, AIIM
more

Table 1: Healthcare

Table 2: Education

Table 3: Infrastructure

 Table 4: Supply chain and logistics

15:20 - 15:50 30 mins
Track B: Engaged conversation roundtables
LP-only: Investors on market evolution
more

How are LPs viewing spinouts and new managers in the African market? Are spinouts an encouraging indicator of a market’s competitiveness and maturity, or a worrying step towards an overly fragmented landscape?

Open to a limited number of preregistered and prequalified LPs only. Please contact Savannah.Charles@knect365.com to register for this session.

15:50 - 16:20 30 mins
Networking break
16:20 - 16:25 5 mins
Track B: Building successful African GPs
Track Chair opening remarks
16:25 - 17:00 35 mins
Track A: Strategy and geographic reviews
Carving up the fund landscape
  • Panellists Magellan Makhlouf - Co-Founder and Managing Director, CedarBridge
  • Magchiel Groot - Senior Investment Officer, Private Equity, FMO
  • Stephen O'Neill - Co-Founder & Managing Director, 57 Stars
more

How do investors categorise and compare funds? Is there a disconnect between LP geographical differentiation and GP sector differentiation? Are certain categories of funds outperforming, and how can LPs access more niche offerings?

16:25 - 17:00 35 mins
Track B: Building successful African GPs
Team and company management
  • Moderator Martin Poulsen - Director, Acacia Sustainable Business Advisors
  • Panellists Afsane Jetha - Managing Partner & CEO, Alta Semper
more

How are GPs sourcing and developing the talent they need in order to grow their businesses, especially when launching new funds and lines of business that are ‘non-core’ for them? How is company culture built and maintained as new offices are launched?

17:00 - 17:30 30 mins
Track A: Strategy and geographic reviews
SME funding – is there a missing middle to be filled?
  • Zhi Yong Heng - Head of Special Situations Group, TLG Capital
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How are concerns around access to capital for African SMEs being addressed? Who are the new investors looking to Africa and what can be done to attract more investors into the space?

17:00 - 17:30 30 mins
Track B: Building successful African GPs
ESG and fund-level governance
  • Moderator Mike Davies - Principal, Kudos Africa
  • Panellists Guy Hudson - Investment Officer, EIB
  • Hany Assaad - Co-founder and Chief Portfolio & Risk Officer, Avanz Capital
  • Thomas Klein - Head of Africa Equity & Mezzanine, DEG
more

How are LPs conducting operational due diligence into their fund managers? What are the key checklists? What does ESG mean at a GP level – can it be as simple as turning the lights out at night? How does team composition and stability play into the picture?

17:30 - 18:00 30 mins
Track A: Strategy and geographic reviews
Building the value creation toolkit
  • Moderator Louise Gardiner - Co-founder and Director, Kudos Africa
  • Panellists Zain Laher - Founding Partner, Kleoss Capital
  • Yemi Osindero - Managing Partner, Uhuru Investment Partners
  • Darshan Daya - Partner, Capitalworks Equity Partners
more

How do you influence the value creation process when you have a minority stake in a business? What capabilities do management teams most commonly lack? How do you ensure you have the right operational expertise to get the job done? Is ESG a value creation tool? And how can LPs assess these capabilities?

17:30 - 18:00 30 mins
Track B: Building successful African GPs
Off the record: Recovering from adverse situations
  • Discussion leader Kurt Davis - Investment Banker, Houlihan Lokey
more

What do LPs need to see from their GPs when things go wrong? What IR, fundraising and communications tactics need to come into play? What will make your LPs back you through the tough times?

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.

18:00 - 19:30 90 mins
End of Day 1 and offsite networking drinks reception