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Key Sessions

Mildred Callear

Navigating The New Normal: CFO/COO Roles Are Expanding, Evolving And Moving To The Mainstage

OPIC (Overseas Private Investment Corporation)

Ben Hammersley

How To Lose Everything: Cybersecurity In 2017

WIRED Magazine

08:30 09:00 (30 mins)

Main agenda

Registration & Welcome Coffee

09:00 09:10 (10 mins)

Main agenda

Chair’s Welcome Address

  • Lee Gardella, Managing Director, Adveq Management

09:10 09:40 (30 mins)

Main agenda

The Long View: Yields, QE, Budgets & Exits

  • Casper de Vries, Chair of Monetary Economics, Erasmus School of Economics, Erasmus University Rotterdam

09:40 10:15 (35 mins)

Main agenda

The Ongoing Evolution of Private Equity Fund Operations

A discussion of the ever-changing standard of operational excellence and the outlook for how fund operations will look in the future.

  • Ryan McNelley, Managing Director, Duff & Phelps
  • Casper Callerström, COO, EQT Partners
  • John Yantsulis, CFO & Partner, Searchlight Capital Partners
  • Sanjay Sanghoee, COO/CFO, Delos Capital
  • Alan Halfenger, Partner, ACA Compliance Group

10:45 11:15 (30 mins)

Main agenda

Morning Coffee & Networking Break

11:25 11:55 (30 mins)

Main agenda

Cyber Security

You’re Only As Secure As Your Weakest Link: As An Industry Are We Doing Enough To Address Cyber Security In Our Own Businesses, As Well As In Our Portfolio Companies? How Are Software And Systems Keeping Up?

  • Eric Feldman, Chief Information Officer, The Riverside Company

11:55 12:30 (35 mins)

Main agenda

Fintech 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.

Moderated by Lee Gardella, Managing Director at Adveq Management, US

  • Lee Gardella, Managing Director, Adveq Management
  • Kyri Yiannakis, Senior Client Solutions Manager, Ipreo Private Capital Markets
  • James Smallwood, Head of EIC, efront

12:30 14:00 (90 mins)

Main agenda

Networking Lunch

14:00 14:30 (30 mins)

Spotlight On Investors: Getting it Right With Transparency and Reporting

Update From ILPA

Standardising Reporting: What Has Been Achieved And What More Needs To Be Done.

  • Jennifer Choi, Managing Director, Industry Affairs, Institutional Limited Partners Association

14:00 14:30 (30 mins)

Defining The Role of the CFO/COO And Maximising Efficiency

The Front & Back Office

Overcoming Tensions And Conflicts: Optimising Alignment Between The Teams And How To Best Work Towards A Common Goal.


Moderated by John Rowland, COO & CFO at Alchemy Partners

  • John Rowland, Partner, Chief Operating Officer & Chief Financial Officer, Alchemy Partners LLP
  • Diana Meyel, Managing Partner & Chief Financial Officer, Cipio Partners
  • Jesper Söderberg, Head of Controlling and Valuation, Nordic Capital
  • Sanjay Sanghoee, COO/CFO, Delos Capital

14:30 15:00 (30 mins)

Spotlight On Investors: Getting it Right With Transparency and Reporting

Transparency

The Concept Of Transparency: What Are LPs Really Looking For? How Do You Build Trust And Confidence And Give LPs The Clarity They Need?


Moderated by Jorge Hansen, Founder & Director at Baxon Solutions

  • Jorge Hansen, Founder and Director, Baxon Solutions
  • Koos Teule, Chief Financial Officer, Director Investor Relations, Gilde Buy Out Partners BV
  • Paul Cunningham, Chief Financial Officer, Helios Investment Partners
  • Dimitri Herbosch, Partner, Buysse & Partners
  • Andreas Rizos, Partner, Head of Finance and Controlling, Golding Capital Partners

14:30 15:00 (30 mins)

Defining The Role of the CFO/COO And Maximising Efficiency

Operational Efficiency

Running A Lean Operation: How To Manage Your Resources And Your Outsourced Service Providers In The Most Efficient Way.

  • Michel Wankell, Director, Montana Capital Partners AG

15:00 15:30 (30 mins)

Spotlight On Investors: Getting it Right With Transparency and Reporting

Due Diligence

Increased Operational Due Diligence: How Are COOs Managing The Process And Expectations? What Should LPs Being Looking Out For and What Requests Are Becoming the New Normal?


Moderated by Tjarda Molenaar, Managing Director at NVP (Dutch Private Equity Association)

  • Tjarda Molenaar, Managing Director, NVP (Dutch Private Equity Association)
  • Graeme Keenan, Partner, Chief Risk Officer, Pantheon
  • Ruth Horowitz, Chief Operating Officer, IFC Asset Management Company
  • Lee Gardella, Managing Director, Adveq Management

15:00 15:30 (30 mins)

Defining The Role of the CFO/COO And Maximising Efficiency

CFO In Investment Decisions

Defining The Role Of The CFO On The Investment Committee: Should They Have A Formal Role And If So What Are They There To Do?


Moderated by Nizam Azar, Senior Advisor, Foreign Exchange, Silicon Valley Bank

  • Nizam Azar, Senior Advisor, Foreign Exchange, Silicon Valley Bank
  • David Johnson, Director of Operations, 4D Global Energy Advisors
  • Klaus Gruenfelder, CFO, Siemens Venture Capital
  • Paul Cunningham, Chief Financial Officer, Helios Investment Partners
  • Michael Edwards, Partner & Chief Operating Officer, AnaCap Financial Partners

15:30 16:00 (30 mins)

Spotlight On Investors: Getting it Right With Transparency and Reporting

Too Hot To Touch Session: Investor Demands

Relaying Information: When, What And How Are GPs Communicating to LPs? When Can a GP Hold Back and When Should They Be Completely Transparent?


Chaired by David Bailey, Group Head of Marketing and Communications, Augentius


This session is only open to pre-registered CFOs and COOs. For more information and to register, please contact Elizabeth Chow: elizabeth.chow@informa.com.

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. First come, first served.

  • David Bailey, Group Head of Marketing & Communications, Augentius
  • S.M Sundaram, Chief Financial Officer & Partner, Baring Private Equity Partners India
  • Annabelle de Saint-Quentin, Chief Financial Officer, Draper Esprit Secondaries

15:30 16:00 (30 mins)

Defining The Role of the CFO/COO And Maximising Efficiency

ERP

Private Equity Fund ERP: What Is The Best Approach To Streamline Back Office Functions Without Comprehensive ERP? What Alternatives Are Available?

  • Richard Lancaster, Chief Financial Officer, DPE Deutsche Private Equity GmbH

16:00 16:30 (30 mins)

Main agenda

Afternoon Refreshments & Networking Break

16:30 17:00 (30 mins)

Main agenda

Strategic Risk Management

Looking Beyond the Costs And Turning Risks Into Opportunities. How Has the Risk Management Role Developed In Line With The Industry?

  • Lee Gardella, Managing Director, Adveq Management

16:30 17:00 (30 mins)

Main agenda

Fundraising

Fundraising In A Complex Regulatory Environment: How Has The CFO/COO Role Increased As LPs Have Become More Demanding And How Can The CFO/COO Be Best Supported?


Moderated by Jorge Hansen, Founder & Director at Baxon Solutions

  • Jorge Hansen, Founder and Director, Baxon Solutions
  • Parag Gandesha, Managing Partner & Chief Operating Officer, MML Capital Partners LLP
  • Paul Cunningham, Chief Financial Officer, Helios Investment Partners
  • Roman Pelka, CEO, Mont-Fort Funds AG

17:00 17:40 (40 mins)

Main agenda

How To Lose Everything: Cybersecurity In 2017

  • Ben Hammersley, Author, Futurist & Technologist, Editor at Large of WIRED Magazine , WIRED Magazine

17:40 17:40 (0 mins)

Main agenda

End of Main Conference Day One

17:45 19:15 (90 mins)

Main agenda

SuperReturn CFO/COO Forum Drinks Reception