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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
13:00 - 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
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
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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
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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
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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
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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?

12:05 - 12:30 25 mins
Day 1
Africa’s capital markets
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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 - 13:00 30 mins
Day 1
Developing routes to liquidity
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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?

13:00 - 14:20 80 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?
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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 conversations
Leaders in African Private Equity
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Run under the Chatham House Rules, everything said in these sessions is non-attributable. No Press allowed.

14:50 - 15:20 30 mins
Track A: Strategy and geographic reviews
Lusophone Africa in the spotlight
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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 conversations
Diversity in African private equity
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Implementing the BEE guidelines and promoting women and other minorities in African private equity.


Run under the Chatham House Rules, everything said in these sessions is non-attributable. No Press allowed.

15:20 - 15:50 30 mins
Track A: Strategy and geographic reviews
Sector focus roundtable discussions
  • Table 2: Education Derrick Betts - Director, EY-Parthenon
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Table 1: Healthcare

Table 2: Education

Table 3: Infrastructure

 Table 4: Supply chain and logistics

15:20 - 15:50 30 mins
Track B: Engaged conversations
Handling team instability
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Succession planning and spinouts. What happens when teams do not get on?


Run under the Chatham House Rules, everything said in these sessions is non-attributable. No Press allowed.

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
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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
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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
Large-cap and mid-market – is there a winner?
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Is the transaction volume there in Africa to support a large-cap investment strategy, or is smaller truly more beautiful? How competitive is the deal environment at different scales of transaction?

17:00 - 17:30 30 mins
Track B: Building successful African GPs
ESG and fund-level governance
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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
  • Panellists Zain Laher - Partner, Kleoss Capital
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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
Too Hot To Touch: Recovering from adverse situations
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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?

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