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Key Sessions

F.W de Klerk

ENSURING ECONOMIC GROWTH & DRIVING PROSPERITY THROUGH GOVERNMENT & BUSINESS PARTNERSHIP

Gavin Serkin

AFRICA – THE EMERGING MARKET OF OPPORTUNITIES

Frontier Funds

Professor Dan Ariely

IRRATIONAL INNOVATIONS

07:45 08:30 (45 mins)

Main agenda

Registration and Welcome Coffee

08:00 08:30 (30 mins)

Main agenda

An Exclusive F.W. de Klerk Book Signing Session

  • F.W de Klerk - Former President of South Africa

08:25 08:30 (5 mins)

Main agenda

Welcome To The Conference

  • Dr Dorothy Kelso - Global Private Equity Strategy Director, SuperReturn Series, KNect365

08:30 08:40 (10 mins)

Main agenda

Chair’s Opening Remarks

  • Pulane Kingston - Partner, Webber Wentzel

08:40 09:00 (20 mins)

Main agenda

ENSURING ECONOMIC GROWTH & DRIVING PROSPERITY THROUGH GOVERNMENT & BUSINESS PARTNERSHIP

  • F.W de Klerk - Former President of South Africa

09:00 09:45 (45 mins)

Main agenda

ENSURING DEAL FLOW

How Can GPs Ensure a Steady Deal Flow in the Current Macro-economic Environment and What Strategies are GPs Deploying?

  • How is Africa coping with the fall in prices in raw materials and the shift of power of the economies?
  • Overcoming the issue of currency devaluation
  • Analysing the impact of commodity price fluctuation and predicting the future for commodities
  • Examining the long-term impact of the socio-political and economic developments in Nigeria and Kenya
  • Dealing with government debt
  • Moderator Spencer Baylin - Head of Emerging Markets Private Equity, Clifford Chance LLP
  • Panellists Luc Rigouzzo - Co-Founder and Managing Partner, Amethis Finance
  • Brian Frimpong - Managing Partner, Databank
  • Eduardo Gutierrez - Partner, DPI
  • Udayan Goyal - Co-Managing Partner & Founding Partner, APIS Partners
  • Stuart MacKenzie - CEO , Ethos

09:45 10:15 (30 mins)

Main agenda

VALUE CREATION: BEST PRACTICE

Case Study: A First Class Example Of How Talent and Resources Can Be Brought Together To Unlock Value and Boost The Operational Performance Of A Portfolio Company


  • Natalie Kolbe - Partner, Actis

10:15 10:40 (25 mins)

Main agenda

Networking Coffee Break

10:40 11:00 (20 mins)

Main agenda

AFRICA – THE EMERGING MARKET OF OPPORTUNITIES

Where’s the best place in the world to invest? According to Gavin Serkin’s book Frontier: Exploring the Top Ten Emerging Markets of Tomorrow, four of the 10 most compelling places are in Africa. But that’s not just his view. Serkin’s assessment is based on the picks of big-name fund managers, from Mark Mobius to Morgan Stanley, Deutsche Bank, TCW, Wells Fargo and Aberdeen, casting a forward view into the coming decade. In his address, Serkin takes us on his journey,encountering first-hand the corruption, violence and related problems that keep many investors away, as well as inspirational breakthroughs that make these places impossible to ignore. The results highlight some of today’s cheapest assets as potentially the biggest long-term winners.

  • Gavin Serkin - Managing Editor and Author , Frontier Funds

11:00 11:40 (40 mins)

Main agenda

FRANCOPHONE AFRICA

With a significant amount of capital and a steady flow of investment, Francophone Africa has shown a remarkable growth and remains in great demand from private equity investors. This discussion will explore the key trends and deal drivers in the region, examine the most lucrative opportunities and analyse how the region have been coping under the current macro-economic conditions  

  • Moderator Jean-Luc Bedos - Partner, Dentons
  • Panellists Andrew Brown - CIO & Managing Director, Emerging Capital Partners (ECP)
  • Jarl Heijstee - Managing Partner, XSML
  • Najwa El Iraki - Head of Business Development, Casablanca Finance City Authority

11:40 12:10 (30 mins)

Main agenda

THE UNSTOPPABLE RISE OF AFRICAN FINTECH

  • How do LPs Overcome the Current Investment Challenges?
  • How Do They Efficiently Manage Existing and Future Allocations?
  • Moderator Kurt Davis - Investment Banker and Advisor, Barclays Capital
  • Panellists Sean Epstein - Head of Private Equity for Europe, the Middle East & Africa, SAP
  • Chijioke Dozie - Co-founder and CEO, OneFi
  • Stéphane Le Bouder - Managing Director, AFIG Funds
  • Khaled Ben Jilani - Senior Executive Partner, AfricInvest

12:10 12:40 (30 mins)

Main agenda

PRIVATE EQUITY IN SOUTH AFRICA – A GOOD BET?

This Session will give a structured overview of the key practical issues including:

  • The level of activity and recent trends in the market
  • Funding options for SA transactions – availability of debt and innovative solutions
  • Opportunities and challenges in establishing a new PE fund
  • Are GPs’ active management capabilities becoming a more important contributor to return generation?
  • Is sub-Saharan Africa expansion a dream or reality? Are SA portfolio’s growing North?
  • Have exit routes and/or horizons shifted in a volatile economic and political climate?
  • Moderator Shahid Sulaiman - Partner, Dentons
  • Panellists Ulrich Otto - Partner, Acorn Private Equity
  • Richard Ngwenya - Executive Director, Nisela Capital
  • Peter Hayward-Butt - Partner, Ethos
  • Natalie Kolbe - Partner, Actis

12:40 13:00 (20 mins)

Main agenda

IRRATIONAL INNOVATIONS

How Behavioral Economics and Technologies are Being Combined to Create Disruptive and Impactful Investments across SSA

80% of the population of Sub-Saharan Africa (SSA) still do not have access to formal or semi-formal financial services.  This single factor creates countless limitations for the people, communities and nations across the continent.  Providing high-quality services to the ‘under-served’ market offers exciting - almost unforecastable -opportunities for customers, providers and investors alike.  Unlocking this potential requires new solutions for access and a deep understanding of local preferences,environments, cultures and norms.  In this talk, Dan will share his compelling research in behavioral economics and how insights from his experiments lead to Irrational Innovations - an innovative, impactful Venture Builder which is based on behavioral empowered methodologies, decision making and products – focused on enabling large-scale quality of life improvements and exciting investment opportunities in the burgeoning financial field across SSA.

  • Professor Dan Ariely - Head of Research for Irrational Innovations, James B. Duke Professor of Psychology and Behavioral Economics and Founder of The Centre for Advanced Hindsight

13:00 14:00 (60 mins)

Main agenda

Networking Lunch Break

14:00 14:00 (0 mins)

TRACK A: ALLOCATIONS & BEST PRACTICE

Track A Chair: Allocations & Best Practice

  • Chaired by Aubrey Hruby - Co-Founder, Africa Expert Network & Senior Fellow, Africa Center

14:00 14:00 (0 mins)

TRACK B: INVESTMENT STRATEGIES & EXITS

Track B Chair: Investment Strategies & Exits

  • Chaired by Hubert Danso - CEO & Vice Chairman, Africa Investor

14:00 14:30 (30 mins)

TRACK A: ALLOCATIONS & BEST PRACTICE

CSR AND GOOD BUSINESS ETHICS

Effective Ways of Demonstrating Corporate Social Responsibility, Transparency and Good Business Ethics. What Do LPs Require and What Do GPs Fulfill in Reality?

  • Moderator Gail Mwamba - Managing Editor, Private Equity Africa
  • Panellists Daniel Schoneveld - Principal, Hamilton Lane
  • El Mansour Magah - Equity Manager, Oikocredit International
  • John Kristensen - Senior Investment Manager, Swedfund
  • Mike Davies - Head of Analysis, KudosAfrica

14:00 14:30 (30 mins)

TRACK B: INVESTMENT STRATEGIES & EXITS

MAXIMIZING ALPHA

Developing Rewarding PE Exits through Capital Markets in Africa

  • Moderator Hubert Danso - CEO & Vice Chairman, Africa Investor
  • Panellists Nhlanganiso Mkwanazi - Co-founder and Director, Medu Capital
  • Afsane Jetha - Managing Partner & CEO, Alta Semper Capital LLP
  • Cyrille Nkontchou - Managing Partner, Enko Capital Management Limited
  • Jide Olanrewaju - Partner, TPG Growth

14:30 15:00 (30 mins)

TRACK A: ALLOCATIONS & BEST PRACTICE

TOO HOT TO TOUCH CLOSED DOOR SESSION

Run strictly under the Chatham House Rule: What is said in this closed-door discussion cannot be attributed to any individual, encouraging participants to speak more openly on the most pertinent topics in private equity & venture capital today. Places are strictly limited. No late admittance!

Topics to be Covered Include:

LPs on Due Diligence – Addressing Issues of Bribery, Corruption, and Tax Evasion Following the Panama Papers Data Leak

  • Discussion Facilitators Lynn Nguyen - Managing Director, PE Funds Portfolio, OPIC
  • Jeremy Cleaver - Portfolio Director, Intermediated Equity (Africa), CDC Group
  • Thomas Klein - Vice President, DEG

14:30 15:00 (30 mins)

TRACK B: INVESTMENT STRATEGIES & EXITS

DEBT INVESTMENTS VS. EQUITY INVESTMENTS

Debate

Moderator: Andrea Heinzer, CIO & Partner, OBVIAM 

On Debt

Walid Cherif, Senior Managing Director & Head, Gulf Capital Credit Partners

On Equity

Yemi Osindero, Managing Partner Uhuru Investment Partners

  • Moderator Andrea Heinzer - CIO & Partner, OBVIAM
  • Speakers Fidaa Haddad - Managing Director, Gulf Capital
  • Yemi Osindero - Managing Partner, Uhuru Investment Partners

15:00 15:30 (30 mins)

TRACK A: ALLOCATIONS & BEST PRACTICE

GEOGRAPHICAL VS. SECTORIAL INVESTMENT

Debate

Moderator: Alexandre Alfonsi, Founding Partner Axonia Partners

On Sectorial

Herman Marais, Managing Partner, Agri-Vie

On Geographical 

Davinder Sikand, Senior Advisor, Catalyst Principal Partners 

  • Moderator Alexandre Alfonsi - Founding Partner, Axonia Partners
  • Speakers Herman Marais - Managing Partner, Agri-Vie
  • Davinder Sikand - Senior Advisor, Catalyst Principal Partners

15:00 16:00 (60 mins)

TRACK B: INVESTMENT STRATEGIES & EXITS

AFRICA’S SECONDARIES MARKET

What are the Key Trends and Developments? Analysing the Key Transactions, Drivers and Enablers

  • Moderator Ibrahim Sagna - Head of Financial Advisory, Africa Finance Corporation
  • Panellists Catherine Swanepoel - Director, South Suez Capital
  • Jonathan Berman - Managing Director, Fieldstone Africa
  • Laurent Demey - Co-Founder & Managing Partner, Amethis Finance

15:30 16:00 (30 mins)

TRACK A: ALLOCATIONS & BEST PRACTICE

PAN-REGIONAL VS. COUNTRY-SPECIFIC INVESTMENT

Debate]

Moderator: Aubrey Hruby, Co-Founder, Africa Expert Network & Senior Fellow, Africa Center 

Debate Particpants:

Paul Kavuma, CEO, Catalyst Principal Partners 

Stephen O'Neill, Co-Founder & Managing Director 57 Stars 

Magchiel Groot, Senior Investment Officer Private Equity, FMO Sharif A. El Akhdar, Partner, BPE Partners 

Ann Wyman, Senior Manager, AfricInvest

  • Moderator Aubrey Hruby - Co-Founder, Africa Expert Network & Senior Fellow, Africa Center
  • Debate Participants Magchiel Groot - Senior Investment Officer, Private Equity, FMO
  • Stephen O'Neill - Co-Founder & Managing Director, 57 Stars
  • Paul Kavuma - CEO, Catalyst Principal Partners
  • Ann Wyman - Senior Manager, AfricInvest

15:30 16:00 (30 mins)

TRACK B: INVESTMENT STRATEGIES & EXITS

SPECIALIST AND NICHE INVESTMENT STRATEGIES IN EMERGING MARKETS

Opportunities For Investors - Latest Developments In Alternative Lending, Infrastructure, Natural Resources And Secondaries

  • Mark O'Hare - Founder & Chief Executive, Preqin

16:00 16:30 (30 mins)

Main agenda

Networking Coffee Break

16:30 17:00 (30 mins)

Main agenda

SECTOR SPOTLIGHT: INVESTING IN INFRASTRUCTURE

  • Jurie Swart - CEO, African Infrastructure Investment Managers (AIIM)

17:00 17:45 (45 mins)

ROUNDTABLE DISCUSSIONS: THE BEST SECTOR STRATEGIES FOR MAXIMIZING INVESTMENT CAPABILITIES

REAL ESTATE – BUILDING THE FUTURE OF AFRICA

Technology innovation, sustainability and other key drivers for value. Dealing with the intense competition for prime assets. Addressing Africa’s houisng crisis. What are the key factors behind the best deals and what are the pitfalls to avoid? Who are the key market players and what investment vehicles do they use?

  • Discussion Facilitators Sean Epstein - Head of Private Equity for Europe, the Middle East & Africa, SAP
  • Peter Maila - Investment Director, CDC Group Plc.

17:00 17:45 (45 mins)

ROUNDTABLE DISCUSSIONS: THE BEST SECTOR STRATEGIES FOR MAXIMIZING INVESTMENT CAPABILITIES

AFRICA FOR NEXT COMMODITITES SUPERCYCLE

If Africa is the inevitable future for mining, when might the industry pivot? Is solar setting  to become a serious competitor for oil? Capitalising on the trend of volumes replacing growth as the main focus of the investors in mining. A closer look at South Africa as one of the  world’s top platinum producers. How real is asteroid mining as a threat to the global platinum industry?

  • Discussion Facilitators Oscar Silva - Chairman, Davos International Advisory
  • Kurt Davis - Investment Banker and Advisor, Barclays Capital

17:00 17:45 (45 mins)

ROUNDTABLE DISCUSSIONS: THE BEST SECTOR STRATEGIES FOR MAXIMIZING INVESTMENT CAPABILITIES

AFRICA’S FINANCIAL SECTOR

The growth of Africa’s financial services sector in recent years has been extraordinary. Today, the sector is considered to be one of the continent’s brightest prospects for growth, but not without its structural and regulatory challenges. Traditional and newly-formed alternative funding providers are both competing and partnering with each other to access Africa’s emerging consumer with new business models arising that best addresses their customers’ needs

  • Discussion Facilitator Patrick Duff - Director of Investments, Leapfrog Investments

17:00 17:45 (45 mins)

ROUNDTABLE DISCUSSIONS: THE BEST SECTOR STRATEGIES FOR MAXIMIZING INVESTMENT CAPABILITIES

PRIVATE EQUITY INVESTMENT IN AFRICA’S EDUCATION

A growing demand for private schools from a burgeoning African middle class is creating the ideal conditions for private equity deals in the continent's education sector. This Session will examine the challenges and opporutnities of investing in education and effective ways of generating tangible returns

  • Amit Garga - Managing Director, Parthenon-EY

17:00 17:45 (45 mins)

ROUNDTABLE DISCUSSIONS: THE BEST SECTOR STRATEGIES FOR MAXIMIZING INVESTMENT CAPABILITIES

INVESTOR APPETITE FOR AFRICAN HEALTHCARE

Private equity fundraising for healthcare opportunities in Africa has reached an all-time high last year, but deal flow has not experienced the same momentum. Here, we examine the landscape for private equity investments in African healthcare

  • Discussion Facilitator Felix Olale - Partner, Leapfrog Investments

17:00 17:45 (45 mins)

ROUNDTABLE DISCUSSIONS: THE BEST SECTOR STRATEGIES FOR MAXIMIZING INVESTMENT CAPABILITIES

OPPORTUNITIES IN RENEWABLE ENERGY

Irrefutable combination of a fast growing population, severe electricity shortages, the long construction lead time for traditional power plants and the exorbitant cost of diesel as a replacement energy source during outages has forced renewables to the forefront as one of the most obvious energy solutions available to Africa today. The abundance of high quality renewable energy resource – solar, wind, geothermal and hydro – makes the argument for renewables even more compelling.

  • Discussion Facilitator Lisa Pinsley - Director, Actis

17:00 17:45 (45 mins)

ROUNDTABLE DISCUSSIONS: THE BEST SECTOR STRATEGIES FOR MAXIMIZING INVESTMENT CAPABILITIES

THE DRIVING FORCE OF INFRASTRUCTURE

One of the obvious drivers of the the overall growth of the sub-Saharan economy is investments in infrastructure, a robust services sector proving to be a strong asset class for private equity, especially in the region’s lower-income countries

  • Discussion Facilitators Romain Py - Investment Director, Head of Transactions, African Infrastructure Investment Managers (AIIM)
  • Raj Kulasingam - Senior Counsel, Dentons

17:45 17:50 (5 mins)

Main agenda

Chair’s Summary and Closing Remarks

  • Pulane Kingston - Partner, Webber Wentzel

18:00 20:00 (120 mins)

Main agenda

Cape Town Villa Networking Drinks Reception

Address: 4 Avenue Deauville, Fresnaye, 8005, Cape Town 

Coach transfers to and from The Westin Hotel will be provided at 18.00 and 20.30