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Informa
Dec 03
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Showing of Streams
10:30 - 11:00

Networking break

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Showing of Streams
13:00 - 14:00

Networking lunch break

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Showing of Streams
15:05 - 15:30

Networking break

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Showing of Streams
17:00 - 18:30

End of Day One and an offsite networking drinks reception

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18:30 - 19:00

Registration and welcome coffee

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09:00 - 09:10 10 mins
Day 1
Chair’s opening remarks
09:10 - 09:30 20 mins
Info
Day 1
Opening keynote address

Topic TBC

09:30 - 10:00 30 mins
Info
Day 1
Reality check
  • Alison Klein - Manager, Private Equity, FMO
  • Thomas Balashev - CEO, Montague Property

Drop in fundraising, lack of exits and a decrease in investor confidence: will Africa recover? Analysing historical returns track record of African private equity, and how it can best be leveraged into attracting more international and domestic capital. What needs to be done to strengthen it over time? From the investment stand point, how does Africa compare to other emerging markets?

10:00 - 10:30 30 mins
Info
Day 1
Performance and value creation
  • Dabney Tonelli - Investor Relations Partner, Helios Investment Partners LLP
  • Idris Mohammed - Managing Director & Partner, The Carlyle Group

A renewed emphasis on value creation: what value creation tools and initiatives are at the disposal of fund managers in Africa?  How can GPs generate the returns investors are looking for to add to multiple expansion and top line growth? Do LPs need to allow GPs more flexibility to borrow and reinvest capital?

10:30 - 11:00 30 mins
Networking break
11:00 - 11:30 30 mins
Info
Day 1
Let’s hear from investors
  • Moderator Alexandre Alfonsi - Founding Partner, Axonia Partners
  • Michiel Timmerman - Founder and Managing Partner, Mbuyu Capital Partners
  • Alison Klein - Manager, Private Equity, FMO
  • Setor Lassey - Director, Africa Funds, CDC Group

Analysing the key concerns for LPs in the current environment. What do GPs need to do to get LPs to invest in Africa? Adjusting the investment model and taking a long-term view. Who are the existing investors and market’s new entrants? Identifying the role of DFIs. Is there more scope for FoFs to add value in the current market?

11:30 - 12:00 30 mins
Info
Day 1
Capital mobilisation
  • Moderator Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
  • Sebastian Schroff - Global Head of Private Debt & Opportunities, Allianz Investment Management SE
  • Hoda Atia Moustafa - Africa Regional Head, Multilateral Investment Guarantee Agency (MIGA)
  • Daniel Schoneveld - Principal, Hamilton Lane

How can we attract more commercial capital from international LPs to be invested in African PE and private credit asset classes? What can DFIs do to try to facilitate investment from these organisations? What are the key impediments to capital mobilisation for commercial investors? What needs to happen to instil more confidence for foreign investors? Do DFIs need to commit to African FoFs who can mobilise capital from new and smaller commercial investors?

12:00 - 12:15 15 mins
Info
Day 1
Establishing Cyprus as a global investment destination

How can foreign investors access this lucrative market? What opportunities does Cyprus offer to fund managers and commercial investors? Exploring the government incentives to aid FDI. Discovering the most promising sectors for capital deployment

12:15 - 12:30 15 mins
Info
Day 1
Keynote address

Topic TBC

12:30 - 13:00 30 mins
Info
Day 1
Corporate governance and transparency: establishing the best practices
  • Moderator Mr Hubert Danso - CEO & Vice Chairman, Africa Investor
  • Hany Assaad - Co-Founder and Chief Portfolio & Risk Officer, Avanz Capital
  • Tamsin Jones - Executive Director & Co-Founder, TheBoardroom Africa
  • Samantha Pokroy - Founder & CEO, Sanari Capital

As the demand for transparency continues to expand beyond fees and performance calculations, how are PE firms dealing with the increased scrutiny and added pressure? What are LP expectations and how are Africa-focused fund managers responding? Are DFIs adding too much of a reporting burden to GPs?

13:00 - 14:00 60 mins
Networking lunch break
14:00 - 14:05 5 mins
Track A: Investment Strategies
Track Chair's opening remarks
14:05 - 14:35 30 mins
Info
Track A: Investment Strategies
Private Credit & Mezzanine
  • Moderator Jean Craven - Group CEO, Barak Fund Management
  • Jarl Heijstee - Co-founder and Managing Partner, XSML

How is private debt and mezzanine space performing in the current macro-economic environment? Top tips for structuring a debt deal. Is there less downside risk in debt and mezzanine deals vs traditional PE deals? Exploring the legal constraints for credit and mezzanine fund managers. In what geos is debt and mezzanine really working?


14:05 - 14:35 30 mins
Info
Track B: Engaged conversations
Masterclass on Operational due diligence

How can you use operation due diligence to your benefit to make it productive to avoid disasters? What are best practices in African PE ODD?  Should all PE funds use third party administrators?

14:35 - 15:05 30 mins
Info
Track A: Investment Strategies
Co-investing
  • Zhi Yong Heng - Principal and Head of Trade Finance and Special Situations Group, TLG Capital
  • Elyes Bahri - Partner, idi Emerging Markets Partners
  • Vikram Raju - Partner, Head of Emerging Markets, Morgan Stanley – AIP Private Markets

Evaluating the current demand for co-investing. Analysing key trends and the evolution of co-investment vehicles. How can co-investors add most value to GPs/lead investors?  How do GPs decide on the best co-investors?

14:35 - 15:05 30 mins
Info
Track B: Engaged conversations
Masterclass on Portfolio Management

Examining the ideal portfolio management approach designed to ensure the highest possible performance of portfolio companies. Bringing critical insights, strategic capabilities, and best practices to deliver superior investor returns

15:05 - 15:30 25 mins
Networking break
15:30 - 16:00 30 mins
Info
Track A: Investment Strategies
PCVs – are they worth it?
  • Ibrahim Sagna - Director, Global Head of Advisory and Capital Markets, Afreximbank
  • Tiago Laranjeiro - Managing Director, Angola Capital Partners

Examining the liquidity options in permanent capital structures. Are they just an excuse for not having to exit?  Will the absence of an exit discipline lead to lower returns?  How should the managers be remunerated in the absence of realised exits?

15:30 - 16:00 30 mins
Info
Track B: Engaged conversations
Masterclass on Risk Management

Exploring new successful strategies for risk management in Private Equity. Examining guarantees and insurance as mitigating factors

16:00 - 16:30 30 mins
Info
Track A: Investment Strategies
Secondaries
  • J.P. Harrop - Group Head of Sales, IQ-EQ
  • Thomas Klein - Vice President, DEG
  • Setor Lassey - Director, Africa Funds, CDC Group

Is there a market for secondaries in Africa yet, or is it still pre-mature? How should the approach to secondaries investing in Africa differ from that in other emerging and developed markets? Guidelines for GP-led secondary transactions. How can DFIs, as the largest owners of African PE funds, stimulate the secondaries market?

16:00 - 16:30 30 mins
Info
Track B: Engaged conversations
LP only closed-door session

Minimising risks when investing African-focused PE funds

Open to a limited number of preregistered and prequalified LPs only. Please contact Krystal Pierre on krystal.pierre@knect365.com to register for this session.

16:30 - 17:00 30 mins
Info
Track A: Investment Strategies
Impact investing
  • Mabinty Koroma-Moore - Founder and Chief Impact Strategist, LIVE Africa online
  • Geetha Tharmaratnam - Partner – Africa & Head of Impact, LGT Impact
  • Alejandro Tawil - Partner & Chairman, ThirdWay Africa Partners
  • Yemi Lalude - Managing Partner, Africa, TPG Growth

What exactly does it mean? Who are the key market players? Analysing the credibility of PE impact investing in Africa. Blended capital structures, pay-for-success and other models employed by impact investors

16:30 - 17:00 30 mins
Info
Track B: Engaged conversations
Too hot to touch closed-door session

Private Equity in Africa post-Abraaj. What are the lessons?  What role should LPs play in working out problem situations?  What are the best strategies?

17:00 - 18:30 90 mins
End of Day One and an offsite networking drinks reception
18:30 - 19:00 30 mins
Registration and welcome coffee