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08:30 09:00 (30 mins)

Main agenda

Registration and welcome coffee

09:00 09:10 (10 mins)

Main agenda

Chairman's welcome address

09:10 09:50 (40 mins)

Main agenda

Better risk management in private equity

How should risk management be integrated into private equity? Why do LPs want to see this more? When do you need a CRO to maintain integrity? How does the function dovetail with the CFO & COO? How do you quantify risk management and what does better risk management actually entail? What solutions do private equity firms expanding their risk management capabilities need?

  • Moderator Niclas Düring - Portfolio Director, Swedfund
  • Panellists Graeme Keenan - Partner, Pantheon
  • Philippe Jost - Senior Vice President, Capital Dynamics

09:50 10:25 (35 mins)

Main agenda

Dissecting portfolio management and value creation

How does the CFO/COO create, develop and manage a value creation function across the portfolio? How are portfolios being managed through volatile geopolitical situations? What skillsets and tools are needed? How do LPs quantify value creation? How is the sheer volume of data being managed?

  • Panellists Ramiz Hasan - Co-founder & Chief Operating Officer, Samena Capital
  • Sean Epstein - Head of Private Equity for Europe, the Middle East & Africa, SAP
  • Prem Mohan Raj - Chief Financial Officer, NorthEdge Capital

10:25 10:55 (30 mins)

Main agenda

Front and back office – the ideal world

Hear from front and back office professionals in our two-part interview. What does each party need to see from the other in order to form the ideal, most efficient partnership?


10:55 11:25 (30 mins)

Main agenda

Morning coffee and networking break

11:25 11:50 (25 mins)

Main agenda

Impact investing

How aligned are the aims of promoting long-lasting positive change and supporting profitable businesses? What can private equity do to create an enduring impact? How do you identify opportunities beyond infrastructure, or clean energy/water? What steps can the CFO/COO take to normalise impact investing at their firms? Is impact investing about making existing portfolios ‘more green’, or about identifying new companies that need capital and expertise to grow?

  • Jonathan Dean - Portfolio Manager, AXA Investment Managers

11:50 12:20 (30 mins)

Main agenda

Integrating ESG into a flexible investment strategy

How far does private equity need to go to fully embrace ESG? Who within the GP drives the adoption and integration of ESG principles? How can this be pushed forwards without disrupting investment activities? How does private equity move beyond ‘greenwashing’ to make genuine changes?

  • Moderator Maggie Loo - Partner, Business Development, Bridges Fund Management
  • Panellists Vivina Berla - Co-Managing Partner, Sarona Asset Management
  • Silva Deželan - Director Sustainability, Robeco Private Equity
  • Morten Welo - Partner & COO/IR, FSN Capital

12:20 12:50 (30 mins)

Track 1

LP Operational Due Diligence (ODD), how to deal with them?

Why ODD? 

Focus of ODD 

An ODD case study to see what LPs are looking for.

  • Leaders Yuri van der Kamp - Team Lead, Operational Due Diligence, PGGM Investments
  • Bram Vennegoor - Principal, Operational Due Diligence, PGGM Investments

12:20 12:50 (30 mins)

Track 2

CFO/COO only too hot to touch session: outsourcing

When does outsourcing make sense and when doesn’t it? Are customised solutions always worth the extra cost? Where are the gaps in the market? How are GPs doing more with less – what works and what doesn’t?

Pre-signup only for CFOs and COOs. 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.

  • Jasi Halai - Director, Financial Reporting and Co-Head of Group Finance, 3i Group plc

12:50 13:20 (30 mins)

Track 1

Too hot to touch session: HR, succession planning, and the key man clause

To what extent does the CFO/COO typically have control over the HR function? What is the role of the CFO/COO in succession planning?

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.

  • Diana Meyel - Managing Partner, Cipio Partners

12:50 13:20 (30 mins)

Track 2

CFO/COO only too hot to touch session: reporting performance

What are the differing approaches to performance reporting in private equity? What is the impact of using bridge financing and capital call facilities on the figures?

Pre-signup only for CFOs and COOs. 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 Leader Graeme Keenan - Partner, Pantheon

13:20 14:30 (70 mins)

Main agenda

Lunch and networking break

14:30 14:30 (0 mins)

Main agenda

End of SuperReturn CFO/COO Forum 2017