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Informa
Key Sessions

Chris Towner

Living with uncertainty in FX risk

HiFX

Charlie McMurdie

Guest speaker keynote: The elusive cyber criminals – targets and tactics

PwC

08:30 09:00 (30 mins)

Main agenda

Registration and welcome coffee

09:00 09:10 (10 mins)

Main agenda

Chairman's welcome address

  • Ruth Horowitz - Chief Operating Officer, IFC Asset Management Company

09:10 09:50 (40 mins)

Main agenda

Private equity 2017

Where is the private equity industry today and where is it going? What are the macro trends that are the strongest influencer? How does the industry need to evolve in order to produce outsized returns in a culture of scarce resources for the private equity professional? What does the CFO and COO need to do in order to remain flexible and deliver an investment platform to maximise returns?

  • Dörte Höppner - Chief Operating Officer - Riverside Europe Fund, The Riverside Company
  • Interviewed by Ayesha Javed - Editor, Bloomberg

09:50 10:30 (40 mins)

Main agenda

LP interviews: clarifying their demands, what and why?

In light of increasing investor demands, our panel of LPs outline what they really want from their GPs now, and why their requests are changing.

  • Moderator Chris Ferguson - Chief Executive, Preqin Solutions
  • Panellists Robert Steinmetzer - Senior Legal Counsel, Equity Division, Legal Services, European Investment Fund
  • William van Eesteren - Managing Director, Wilshire Private Markets
  • Jorrit Dingemans - Manager, Private Equity, FMO

10:30 11:00 (30 mins)

Main agenda

Morning coffee and networking break

10:55 11:35 (40 mins)

Main agenda

Living with uncertainty in FX risk

How are CFOs/COOs managing FX with a global range of LPs in their funds? How does FX risk impact on portfolio management? How do you spot and compensate for trends in FX? Is hedging always desirable?

  • Chris Towner - Director of Corporate, HiFX

11:35 12:15 (40 mins)

Main agenda

Tech showcase: who are the leading technology game-changers for private equity?

Service providers will have 10 minutes to make a solo presentation to showcase their best in class product offering. 

Followed by audience Q&A.

  • Moderator Ruth Horowitz - Chief Operating Officer, IFC Asset Management Company
  • Showcase 1 Melissa Ferraz - Managing Director, Global Head of Client Development, Ipreo Private Capital Markets
  • Showcase 2 Emmeram von Braun - Founder & CEO, AssetMetrix
  • Showcase 3 Oliver Freigang - Head of Business Develoment, EWM Global

12:15 12:45 (30 mins)

Main agenda

The future of the CFO and COO

How are the roles of the CFO and COO developing?

  • Moderator Ruth Horowitz - Chief Operating Officer, IFC Asset Management Company
  • Panellists Klas Tikkanen - Chief Financial Officer, Nordic Capital
  • Jasi Halai - Director, Financial reporting and Co-Head of Finance, 3i Group plc
  • Jeffrey Bunder - Partner & CFO, Lindsay Goldberg
  • Ian Harris - Chief Operating Officer, SL Capital Partners LLP

12:45 13:45 (60 mins)

Main agenda

Lunch and networking break

12:45 13:45 (60 mins)

Main agenda

CFO/COO invite-only lunch

Hosted by Ipreo.

Open to a limited number of CFOs and COOs. For inquiries please contact Elizabeth Chow on elizabeth.chow@knect365.com

13:45 13:46 (1 mins)

LP/GP relations and co-investments

LP/GP relations and co-investments - Stream A Chair

  • Ruth Horowitz - Chief Operating Officer, IFC Asset Management Company

13:45 13:46 (1 mins)

Operating with different investment strategies and managing scale

Operating with different investment strategies and managing scale - Stream B Chair

  • Chairman Alan Chu - Finance & Operations Director, Beechbrook Capital LLP

13:45 14:15 (30 mins)

LP/GP relations and co-investments

Developments in fundraising

What are LPs looking for today from the CFO/COO during fundraising? What are LPs asking for in terms of side letters and how are GPs meeting those demands? What is the role of the CFO during the raise?

  • Moderator Neel Mehta - Finance Director, Mayfair Equity Partners LLP
  • Panellists Jesper Söderberg - Head of Controlling and Valuation, Nordic Capital
  • Marc de Kloe - Managing Director, Adamas Asset Management
  • Oliver Pritchard - Chief Financial Officer, 17 Capital

13:46 14:16 (30 mins)

Operating with different investment strategies and managing scale

Developing and integrating standardisation across multi-strategy investment platforms

When dealing with investments across multiple asset classes and strategies, what can the CFO and COO do to implement standardisation in procedure and reporting across their businesses? Is this desirable and achievable?

  • Jennifer Choi - Managing Director, Industry Affiars, Institutional Limited Partners Association (ILPA)

14:15 14:45 (30 mins)

LP/GP relations and co-investments

Meeting reporting requirements

What data are LPs asking for now and how does the CFO handle the volume of requests? How is the process of standardisation progressing and is standardisation actually attainable or desirable? How do you work within internal structures to produce reports? How do you reconcile the differences between producers and consumers of information?

  • Moderator Mathieu Bourdié - Chief Financial Officer, ACG Capital
  • Panellists Lance Taylor - Chief Financial Officer, HGGC
  • Diana Meyel - Managing Partner, Cipio Partners
  • Rose Fletcher - Partner, CFO, DPI

14:15 14:45 (30 mins)

Operating with different investment strategies and managing scale

Early stage investment

What are the particular requirements of the CFO of a VC/growth equity fund? How involved do they need to with their portfolio companies and operationally, what do the companies need?

  • Moderator Annette Wilson - Partner, COO, Orange Growth Capital
  • Panellists Stephen McCann - General Partner & CFO, SOSV
  • René Kampschulte - Head of Finance, Lakestar
  • Steven Dunne - Partner and CFO, Frog Capital Limited
  • Oleg Mukhanov - CFO, Enso Ventures

14:45 15:15 (30 mins)

LP/GP relations and co-investments

Investor relations best practice

How does the CFO best work with the IR team, when they do not always have direct management of them? How do GPs best incentivise co-operation? Who actually owns the LP/GP relationship?

  • Moderator Mike Dutton - COO, Capital Group Private Markets
  • Panellists Koos Teule - Chief Financial Officer, Director Investor Relations, Gilde Buy Out Partners BV
  • Rikkert Beerekamp - CFO/IR, Avendon Capital Partners
  • Parag Gandesha - Managing Partner & Chief Operating Officer, MML Capital Partners LLP

14:45 15:15 (30 mins)

Operating with different investment strategies and managing scale

Private debt and the CFO

How are CFOs managing the reporting and regulatory challenges of private debt? How do you deal with LP demands for benchmarking levered and unlevered strategies? How do you manage risk in terms of covenants and reporting?

  • Moderator Marc de Kloe - Managing Director, Adamas Asset Management
  • Panellists Andreas Rizos - Managing Partner, Golding Capital Partners GmbH
  • Alan Chu - Finance & Operations Director, Beechbrook Capital LLP
  • Ryan McNelley - Managing Director, Duff & Phelps

15:15 15:45 (30 mins)

Main agenda

Afternoon refreshments and networking break

15:45 16:15 (30 mins)

LP/GP relations and co-investments

Co-investment and the CFO

How are GPs allocating co-investment rights in light of greater regulatory oversight? How do you align investment processes when another entity becomes involved? How are CFOs managing the dual-level LP relationship that co-investment entails? What does the future hold for co-investment – how will GPs continue to manage the workload?

  • Moderator Mike Dutton - COO, Capital Group Private Markets
  • Panellists Steve Darrington - Partner & CFO, Phoenix Equity Partners
  • Sundaram Sivaramakrishnan - Partner & Chief Financial Officer, Baring Private Equity Partners India
  • Annabelle de Saint-Quentin - Chief Financial Officer, TempoCap

15:45 16:15 (30 mins)

Operating with different investment strategies and managing scale

Getting comfortable with secondaries

How do CFOs get LPs comfortable with the complexities of secondary transactions? For an investment strategy that relies on information discrepancy, how do you meet LP demands for transparency? How does risk management fit into the picture for secondaries?

  • Immanuel Rubin - Partner, Campbell Lutyens

16:15 16:45 (30 mins)

LP/GP relations and co-investments

Too hot to touch session: LPA agreements and co-investment

What are the industry trends for LPA agreements? How are distribution terms, and attitudes towards bridge financing and quoted facilities evolving? What are the innovations in waterfall distribution? What is being written in the agreements about co-investment and how much flexibility is left to managers to allocate rights? How are expenses incurred managed?

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 openly on the topics that really matter. Open to only 25 attendees and closed to press.

  • Discussion Leaders Steve Darrington - Partner & CFO, Phoenix Equity Partners

16:15 16:45 (30 mins)

Operating with different investment strategies and managing scale

Finding the right balance: outsourcing vs. building in-house capability

With demands on their resources ever increasing, how are CFOs and COOs managing to ‘keep the lights on’ – maintaining the crucial operational capabilities of their firms while continuing to streamline their operations? Will GPs have to re-think their operational capacity if downward pressure on their resources continues? How do you assess the cost/benefit of outsourcing and insourcing at different levels of AUM?

  • Moderator Sundaram Sivaramakrishnan - Partner & Chief Financial Officer, Baring Private Equity Partners India
  • Panellists David Johnson - Managing Director & COO, 4D Global Energy Advisors
  • Gert-Jan Evers - CFO, Parcom Capital Management
  • Lance Taylor - Chief Financial Officer, HGGC

16:45 17:15 (30 mins)

Main agenda

Guest speaker keynote: The elusive cyber criminals – targets and tactics

Who are the cyber criminals of today and what do they do? Charlie McMurdie presents an overview of real world operational cases investigated and prosecuted, including organised crime groups attacking financial institutions, dark markets that facilitate cyber trade, internet frauds, phishing and hacktivists.

  • Charlie McMurdie - Former Head of UK National Police Cyber Crime Unit, now Senior Cyber Crime Advisor, PwC

17:15 18:45 (90 mins)

Main agenda

SuperReturn CFO/COO Forum drinks reception

19:00 19:00 (0 mins)

Main agenda

End of Main Conference Day One