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08:30 - 09:00

Welcome coffee

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Showing of Streams
11:00 - 11:30

Morning coffee and networking break

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Showing of Streams
13:00 - 14:00

Networking Lunch

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Showing of Streams
16:00 - 16:05
End of SuperReturn CFO/COO Forum 2018

End of SuperReturn CFO/COO Forum 2018

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08:30 - 09:00 30 mins
Welcome coffee
09:00 - 09:05 5 mins
Day 2
Chair's welcome address
  • Rose Fletcher - Partner, CFO, DPI
09:05 - 09:35 30 mins
Info
Day 2
Extrinsic vs. intrinsic risks: a GP perspective
  • Florin Vasvari - Professor of Accounting, London Business School

What terminology is used around intrinsic risks, how are they identified, measured and managed? What is the role of fund administrators and other governance mechanisms in the management of intrinsic risks? What terminology is used around extrinsic risks including market risks, liquidity risks, funding risks and credit/counterparty risks? And how are market risks (FX, interest, commodity etc.) managed?

09:35 - 10:10 35 mins
Info
Day 2
“What can I do to make my business as successful as possible?” Addressing the ever-evolving role of the CFO and COO in private equity
  • Moderator John Yantsulis - CFO & Partner, Searchlight Capital Partners
  • Panellists Mike Dutton - COO, Capital Group Private Markets
  • Graeme Dell - Managing Partner, Finance Director, BC Partners
  • Thomas Mayrhofer - Deputy CFO & Deputy COO, EJF Capital LLC
  • Neel Mehta - Chief Financial Officer, DWS Private Equity

As the role moves beyond purely requiring an expert practitioner in finance or operations, what executive skills are the CFOs and COOs of tomorrow needing to develop to help their teams succeed? How are skills being developed in times where conflict management, and the management of communication and interpersonal relationships, becomes key? How crucial is the CFO or COO in acting as a steadying hand on the wheel to maintain discipline and prevent strategy drift?

10:10 - 10:30 20 mins
Day 2
Understanding and managing FX – a GP perspective
  • Jesper Söderberg - Head of Controlling and Valuation, Nordic Capital
10:30 - 11:00 30 mins
Info
Day 2
Investing across borders
  • Moderator Toine Huijbers - CFO, DOB Equity
  • Panellists Lance Taylor - CFO, HGGC LLC
  • Diana Meyel - Managing Partner, Cipio Partners
  • Stephen McCann - General Partner & CFO, SOSV

As private equity becomes more and more global, how are tax and regulatory issues, and investor requirements, being dealt with across multiple jurisdictions? What are the main considerations when structuring transactions? How is FX hedging coming into the picture?

11:00 - 11:30 30 mins
Morning coffee and networking break
11:30 - 12:00 30 mins
Info
Day 2
Designing and structuring carried interest plans
  • Moderator Tom Pittman - Managing Director, Chief Marketing Officer, EWM Global
  • Panellists Dean Horton - COO, AIIM
  • Raffael Rupprechter - Partner, CFO, Cross Equity Partners
  • Joost Holleman - Partner, Prime Ventures

How are carry points being allocated to participants? How deep in the organization? How do points vest?  What happens when people leave and/or join late in the fund cycle?  How much transparency for carry do you give to deal teams?

12:00 - 12:30 30 mins
Info
Day 2
HR and talent management
  • Moderator Morten Welo - Partner & COO/IR, FSN Capital
  • Panellists Jasi Halai - Director, Financial Reporting and Co-Head of Group Finance, 3i Group plc
  • Koos Teule - Partner and CFO, Gilder Buy Out Partners
  • Prem Mohan Raj - Partner, CFO, NorthEdge Capital

How is the profile of those entering the private equity industry changing? How are teams being retained, particularly in the mid and back-office functions? How are incentive structures being designed to reward teams in the short, medium and long terms?

12:30 - 13:00 30 mins
Info
Day 2
Defining and executing ESG strategies
  • Moderator Silva Deželan - Director, Sustainability, Robeco Private Equity
  • Panellists Gert-Jan Evers - CFO, Parcom Capital Management
  • Rikkert Beerekamp - CFO & Head of IR, Avedon Capital Partners
  • Ellen de Kreij - Operating Advisor - Sustainability, Apax Partners

Who is driving ESG in private equity? Is the CFO or the COO always the champion for this at their firms, and how can policies be created that cut across entire organisations? How different are the criteria between investors and where does it fall in their investment decision-making process? By what measures is ESG measured and reported?

13:00 - 14:00 60 mins
Networking Lunch
14:00 - 15:00 60 mins
Info
Day 2
ODD workshop
  • Led by Yuri van der Kamp - Team Lead, Operational Due Diligence, PGGM Investments
  • Bram Vennegoor - Principal, Operational Due Diligence, PGGM Investments

Run strictly under The Chatham House Rule, what is said in this session cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Closed to Press.

14:00 - 15:00 60 mins
Info
Off the record
Off the record, CFO/COO only: Carry planning, part 2
  • Discussion leaders Jasi Halai - Director, Financial Reporting and Co-Head of Group Finance, 3i Group plc
  • Dean Horton - COO, AIIM

How is carry being distributed amongst the mid and back office functions at GPs, and what happens when participants leave? How is taxation of carried interest progressing?

Run strictly under The Chatham House Rule, what is said in this session cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Closed to Press.

15:00 - 16:00 60 mins
Info
Day 2
Off the record: Managing co-investment
  • Discussion leader Rose Fletcher - Partner, CFO, DPI

How are fees being allocated and to whom? What structures are being used (direct, indirect and more) and why? How do GPs make decisions on who to offer co-investment to, and how can LPs get to the front of the queue? 

Run strictly under The Chatham House Rule, what is said in this session cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Closed to Press.

15:00 - 16:00 60 mins
Info
Off the record
Off the record, CFO/COO only: Dealing with investor requirements
  • Discussion leader Katja Baur - CFO, Montana Capital Partners

How are variances in LP requirements being dealt with? What can be negotiated – LPAs, side letters, co-investment rights and the use of lines of credit for example? What jurisdictional requirements cannot be?

Run strictly under The Chatham House Rule, what is said in this session cannot be attributed to any individual, encouraging participants to speak openly on the topics that really matter. Closed to Press.

16:00 - 16:05 5 mins
End of SuperReturn CFO/COO Forum 2018