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Informa
Jun 27
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08:20 - 08:55 35 mins
Registration and morning coffee
08:55 - 09:00 5 mins
Fundraising Summit
Chair's welcome address
08:55 - 09:00 5 mins
Africa Summit
Chair's welcome address
09:00 - 09:30 30 mins
Fundraising Summit
2018 fundraising roundup
more

How does fundraising compare in growth economies to that of developed markets?

Which regions and sectors have attracted the most capital, and who has struggled?

09:00 - 09:30 30 mins
Africa Summit
Global and Africa macroeconomic address
more

How are global trends in commodity prices, interest rates, currency volatility and the rise of protectionism likely to impact African economies over the next 3-5 years?

09:30 - 10:00 30 mins
Fundraising Summit
The LP checklist
more

What data informs LPs’ decision-making today? Where are the limits of analytics & how do LPs choose between managers when track record is only one of many factors?

09:30 - 10:00 30 mins
Africa Summit
LPs on Africa: run for the hills, wait and see or proceed with caution?
more

Should LPs view Africa purely as a diversification or impact play, or are there other factors to consider? What are the characteristics of a thematic approach to African investing and what are the benefits of this approach? What are LP expectations of their Africa investments? -->

10:00 - 10:30 30 mins
Fundraising Summit
Fund structures and strategy: making sure it’s watertight
more

Getting to grips with the need-to-know regulatory, legal, structuring and compliance updates that investors need to be aware of in 2018/2019

10:00 - 10:30 30 mins
Africa Summit
Titans of African private equity
more

How are intelligent managers investing in an era of volatility? Which investment strategies and structures offer the best downside protection, and where will the best returns be generated over the next 3-5 years? What exit activity can we expect to see over the next 18 months?

10:30 - 11:00 30 mins
Fundraising Summit
Coffee and networking
10:30 - 10:55 25 mins
Africa Summit
Keynote solo
10:55 - 11:20 25 mins
Africa Summit
Coffee and networking
11:00 - 11:30 30 mins
Fundraising Summit
Spin outs and first time funds: Superstar spin out showcase
more

i. Superstar spin out showcase
A selection of new funds will showcase their strategy and differentiators. Each fund will have 5 minutes to present their story:

11:20 - 11:50 30 mins
Africa Summit
African infrastructure: can we fix it?
more

Which sectors and jurisdictions offer the best template for infrastructure investing? How attractive is the opportunity and which assets will deliver predictable and sustainable long-term uncorrelated returns?

11:30 - 12:00 30 mins
Fundraising Summit
Spin outs and first time funds: LP response
more

ii. LP response
The expert LP panel will provide their feedback on the presentations and share their view on what will convince them to commit to a new manager.

11:50 - 12:30 40 mins
Africa Summit
Africa regional comparison
more

What makes each region an attractive destination for investors? How do the regions differ and what does this mean for an approach to investment?

Regions to be covered include:
East Africa | Francophone Africa | West Africa | South Africa

12:00 - 12:30 30 mins
Fundraising Summit
Spin outs and first time funds: what defines the winners?
  • Eric Marchand - Senior Vice President, Unigestion
  • Hans van Swaay - Partner, Lyrique
more

Which strategies work best in gaining fundraising momentum early and what characterises those who make it and those who don’t? How does what you want compare with what you actually get?

12:30 - 13:45 75 mins
Fundraising Summit
Lunch
12:30 - 13:00 30 mins
Africa Summit
Evolution of tech investing in Africa
more

Where will the next wave of tech disruptors come from and to what extent are emerging markets fintech firms leapfrogging the technology in use in developed markets? How are tech and investment ecosystems developing, and what opportunities are still out there for investors?

13:00 - 13:05 5 mins
Africa Summit
End of Africa summit
13:25 - 13:30 5 mins
Latin America Summit
Chair's opening remarks
13:30 - 14:00 30 mins
Latin America Summit
Politics and markets: Brazil & Mexico
more

How could the upcoming Brazilian presidential election play out and what are the major political risk factors? What are the latest economic indicators showing and how will this impact investment and capital flows? What has been the impact of the U.S. regime to date on Mexico and what is likely to be Trump’s next move on NAFTA?

13:45 - 14:00 15 mins
Fundraising Summit
Co-investing in emerging markets: performance data
  • David Smith - Managing Director, Co-head of Co-investments, Capital Dynamics
more

How do returns on emerging markets co-investments compare with those of developed markets?

14:00 - 14:30 30 mins
Fundraising Summit
Co-investing in emerging markets
  • David Smith - Managing Director, Co-head of Co-investments, Capital Dynamics
more

What role does co-investing play in fundraising today, what can partners bring to the table other than capital and how can potential conflicts be overcome? What additional challenges should LPs be aware of when co-investing in emerging markets?

14:00 - 14:10 10 mins
Latin America Summit
Brazilian private equity performance data: looking under the bonnet
more

How has private equity performed in Brazil over the past 10 years? What have been the main drivers of growth at the portfolio company level and what has been the real impact of currency devaluation on the industry?

14:10 - 14:40 30 mins
Latin America Summit
Private equity in Brazil
more

How are GPs intelligently deploying capital after the longest recession in Brazil’s history? Which investment strategies and structures offer the best downside protection, and where will LPs find consistently good returns?

14:30 - 15:00 30 mins
Fundraising Summit
Family offices
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How are emerging markets perceived by family offices today and what do these investors want from their exposure to these economies? Comparing the view of different family offices on their appetite for risk, investment preferences and direct vs fund investing.

14:40 - 15:05 25 mins
Latin America Summit
Keynote solo
15:00 - 15:30 30 mins
Fundraising Summit
Pools of capital
more

Exploring the global sources of capital that invest in growth economies and how this is changing. Who are the new sources and what are their investment preferences? How does the amount of capital available compare to that hoping to be raised?

15:05 - 15:30 25 mins
Latin America Summit
Coffee and networking
15:30 - 16:00 30 mins
Fundraising Summit
Coffee and networking
15:30 - 16:00 30 mins
Latin America Summit
International LPs on Latin America
  • Carlos Heneine - Partner, Quilvest
more

Where does Latin American private equity now sit in a global portfolio? How compelling is the case to invest or is it just a contrarian play? What criteria are being used to select and benchmark managers, and to what extent are investment committees ready to consider Latin American fund investments?

16:00 - 16:15 15 mins
Fundraising Summit
Fundraising masterclass: Turning interest into commitments
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i. Turning interest into commitments

What is behind the most successful fundraises we have seen?

16:00 - 16:30 30 mins
Latin America Summit
Private equity in Mexico
more

What opportunities has regulatory reform created for private equity in Mexico? How are managers reacting to political uncertainty on both sides of the border and what is happening beyond the headlines?

16:15 - 16:45 30 mins
Fundraising Summit
The fundraising trail: putting theory into practice- The GP view
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ii. The GP view

Market leading GPs from key emerging economies share their wisdom on what it takes to successfully raise a fund and lessons learnt along the way

16:30 - 17:00 30 mins
Latin America Summit
Latin America: specialist strategies and smaller markets
more

Where are the pockets of value outside of the brand names of Brazil and Mexico? What is the outlook for the often overlooked strategies and markets?


16:45 - 17:15 30 mins
Fundraising Summit
The fundraising trail: putting theory into practice- The LP view
more

iii. The LP view

Experienced LPs chare their candid fundraising encounters: what are the ultimate do’s and don’ts?

17:00 - 17:30 30 mins
Latin America Summit
Infrastructure: building Latin America
more

With the opening of the energy sector in Mexico, the uptick in Brazil and huge demand for infrastructure investing across the region, what are the best ways for LPs to gain exposure to this important asset class? How do managers view and mitigate Fx risk, and which niches promise the best returns?

17:15 - 17:20 5 mins
Fundraising Summit
End of Fundraising Summit
17:30 - 17:35 5 mins
Latin America Summit
End of Latin America summit
17:45 - 19:15 90 mins
Fundraising Summit
SuperReturn Emerging Markets cruise gala drinks reception
more

Enjoy a drink while taking in the beautiful scenes of Amsterdam as seen from the canals. Amsterdam's canals are a new addition to UNESCO's World Heritage list. The 90 minute cocktail cruise will be showing the city highlights.

17:45 - 19:15 90 mins
Africa Summit
SuperReturn Emerging Markets cruise gala drinks reception
more

Enjoy a drink while taking in the beautiful scenes of Amsterdam as seen from the canals. Amsterdam's canals are a new addition to UNESCO's World Heritage list. The 90 minute cocktail cruise will be showing the city highlights.

17:45 - 19:15 90 mins
Latin America Summit
SuperReturn Emerging Markets cruise gala drinks reception
more

Enjoy a drink while taking in the beautiful scenes of Amsterdam as seen from the canals. Amsterdam's canals are a new addition to UNESCO's World Heritage list. The 90 minute cocktail cruise will be showing the city highlights.