IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Jun 24
Show Filter
08:20 - 08:55

Registration and morning coffee

More
Showing of Streams
17:30 - 19:00

SuperReturn Emerging Markets drinks reception

More
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
08:55 - 09:00 5 mins
Impact Investing Workshop
Chair’s welcome address
09:00 - 09:30 30 mins
Info
Fundraising Summit
Emerging markets: a fundraising market in oscillation

Who is getting funded and who isn’t? Which regions, sectors and fund types are having the most success? Can we be optimistic?

09:00 - 09:30 30 mins
Info
Africa Summit
Africa in the global context

What is the impact of recent global political and economic events on Africa? How are globalisation trends and regional cross-currents developing within the continent and how is this being shaped by 2019 elections in Nigeria and South Africa? How well is Africa keeping up with its peer markets? Is the risk/reward mismatch greater than ever?

09:00 - 10:30 90 mins
Info
Impact Investing Workshop
Part i: Defining impact
  • How is impact investment defined today? What are the variants? What counts?
  • SME Ventures vs GIIN vs UNPRI – understand the various guidelines that exist and how best to use them.
  • Catch 22 – what are the returns for impact investing? What does the landscape of impact investment funds look like?
09:30 - 10:00 30 mins
Info
Fundraising Summit
Emerging market: back on the map for LPs?
  • Peter Pfister - Managing Director, Pavilion Alternatives Group

What characterises the funds who have managed to raise capital successfully? Are smaller funds being left on the backbench? How well are emerging market funds meeting the criteria of LPs and how much longer can DFIs continue to do the heavy-lifting? How much tougher is fundraising in light of recent negative headline stories?

09:30 - 10:00 30 mins
Info
Africa Summit
Making the case for African private equity today
  • Souleymane Ba - Partner, Helios Investment Partners

Where is the most compelling deal flow in Africa and do the greatest opportunities exist in the mid-market? Against a backdrop of political and currency volatility globally, how are managers generating superior returns and preparing for the future? Why should Africa remain integral to an LP’s emerging markets allocation?

10:00 - 10:45 45 mins
Info
Fundraising Summit
Understanding the investor universe: build it and they will come
  • Solo presentation Kelly DePonte - Managing Director , Probitas Partners
  • Sam Mehta - Director, The Atlas Family Office

A series of panels/interviews will follow a short opening data presentation. We will invite different investor types to share with the audience their preferences, constraints and objectives with regards to investing in private assets. What makes each LP tick?

Pools of capital 

(15 minutes Solo)

Who is investing in emerging markets and how is this changing?

Family Offices

 (30 minutes Panel)

What do family offices want from their exposure to emerging markets and how well have these expectations been met? What is the appetite for investing directly and for different fund structures and private asset classes? Do these LPs most often take an opportunistic approach and is a strategic partnership preferable to the traditional LP-GP relationship?

10:00 - 10:15 15 mins
Info
Africa Summit
360 view of the African fund landscape: Date presentation

Fundraising, performance and exits: who is leading the way?

Profiling the fund landscape: what funds exist and what fund profiles have performed best? Who has struggled? How prolific are new funds?

10:15 - 10:45 30 mins
Info
Africa Summit
360 view of the African fund landscape
  • Regional Lucas Kranck - Founding Partner, Ascent Private Equity

Weighing up the options: what is the best approach for investing in Africa?

The Africa opportunity as seen through the eyes of a GP who is:

  • Continent wide 
  • Country specific 
  • Regional 
  • Sector specific 
  • Thematic 
  • Private debt
10:30 - 11:00 30 mins
Impact Investing Workshop
Coffee and networking
10:45 - 11:15 30 mins
Fundraising Summit
Coffee and networking
10:45 - 11:15 30 mins
Africa Summit
Coffee and networking
11:00 - 12:30 90 mins
Info
Impact Investing Workshop
Part ii: Impact measurement techniques
  • Discussion of key metrics most often sought and of greatest impact
  • Comparison of the most effective and reliable tracking methods
  • Identification of the most prevalent challenges and solutions
11:15 - 11:45 30 mins
Info
Fundraising Summit
Institutional LPs
  • Marc Roijakkers - Senior Fund Manager, Alternatives, Blue Sky Group

How are emerging markets perceived by institutional LPs, what is it competing against internally and is a risk premium being sought? How well do emerging market managers seem to understand this? What do these LPs need to see to commit to a fund?

11:15 - 11:45 30 mins
Info
Africa Summit
LP strategies for investing in Africa
  • Moderator Alexandre Alfonsi - Founding Partner, Axonia Partners
  • Alison Klein - Manager, Private Equity, FMO

Which regions, sectors and themes within Africa are most attractive to LPs and where are actual allocations to the region vs where LPs want them to be? Are single country funds too risky? Is there now a desire to write larger checks and what barriers to investment are LPs grappling with?

11:45 - 12:15 30 mins
Info
Fundraising Summit
DFIs

Often continually evolving, how are the various DFIs structured and what do they seek beyond financial returns? Is there now a greater appetite for larger funds and co-investment (transactions sizes)? As seasoned emerging market investors, where do these LPs see GPs most often fall short?

11:45 - 12:15 30 mins
Info
Africa Summit
South Africa: a case of continued conviction?
  • Zain Laher - Co-founder and Partner, Kleoss Capital

How well has the country delivered for investors? How are managers deploying capital and generating alpha amid the noise of upcoming elections and continued rand volatility? What kinds of short and long-term strategies are on the table? How much merit is there in looking North?

12:15 - 12:45 30 mins
Info
Fundraising Summit
Nuts and bolts: what every manager on the road should know

Unpicking the regulations, legalities and structures integral to a fundraising strategy today. How can smart managers navigate AIFMD and multiple investor requirements to successfully raise capital? What firm/fund structuring options should be considered?

12:15 - 13:00 45 mins
Info
Africa Summit
Road map of sector development across the continent
  • Agriculture Herman Marais - Managing Partner, EXEO Capital

Healthcare | education | agriculture | technology

Which regions can best support the various sectors and what developments are driving the opportunity within each sector/region? How feasible is a continent-wide strategy? What are experiences on the ground from sector focused investors, both positive and negative? How well can Africa support sector focused funds?

12:30 - 13:30 60 mins
Impact Investing Workshop
Lunch
12:45 - 14:00 75 mins
Fundraising Summit
Lunch
13:00 - 14:00 60 mins
Africa Summit
Lunch
13:30 - 15:00 90 mins
Info
Impact Investing Workshop
Part iii: Implementing and scaling impact
  • Comparing methods that are used to implement impact
  • How is technology improving the options available?
  • What is the best way to replicate and scale impact, and which sectors best support this?
  • What hard choices need to me made? Experiences will be shared and discussed.
14:00 - 14:30 30 mins
Info
Fundraising Summit
Local LPs

How are changing regulations and local forces opening up pools of capital from select emerging economies to invest in private equity? What are these LPs seeking? What can GPs do to help them get comfortable enough to increase the momentum of investment into this new asset class?

14:00 - 14:30 30 mins
Info
Africa Summit
Candidly speaking: a seasoned LP on investing in Africa. The good, the bad, the ugly.

How well has African private equity delivered? How has the LP seen the market evolve and what are the most notable highs and lows? If you could go back, what would you have done differently? What’s next?

14:30 - 15:30 60 mins
Info
Fundraising Summit
Emerging Managers: how to make it as first-time fund
  • Kelly DePonte - Managing Director , Probitas Partners
  • Eric Marchand - Senior Vice President , Unigestion

Who are the first-time funds raising capital? 

Where are new managers forming and what themes/sectors are they targeting? How does fundraising success compare? Are smaller funds having the toughest time?

( 10 minutes Presentation)

LPs on first time funds 

How big is the appetite for first time funds and what are LPs in search of? Which structures, team and track record attributes will provide most comfort to LPs? How can a new team best demonstrate staying-power?

( 30 minutes Panel)

In conversation with a first-time fund Rockstar 

One successful GP shares their story on how they managed to raise their first fund. Candid discussion on the assembly of the team, track record, sponsorship and target LP list. What worked and what didn’t?

(20 Minutes Interview)

14:30 - 15:00 30 mins
Info
Africa Summit
Investing in innovation: what’s next for Africa?
  • Moderator Michiel Timmerman - Founder and Managing Partner, Mbuyu Capital Partners

What is piquing the interest of leading venture capitalists in the region today? How are managers translating opportunities presented by incremental and disruptive technologies across the continent into returns for investors? How well is the performance of African venture capital fairing on the global stage? Is AgTech next on the agenda?

15:00 - 15:30 30 mins
Info
Africa Summit
Head-to-head debate

 Is it fair to compare Africa to other emerging markets?

15:00 - 15:30 30 mins
Impact Investing Workshop
Coffee and networking
15:30 - 16:00 30 mins
Fundraising Summit
Coffee and networking
15:30 - 16:00 30 mins
Africa Summit
Coffee and networking
15:30 - 17:00 90 mins
Info
Impact Investing Workshop
Part iv: The LP view
  • Understand what impact investment means to LPs.
  • A DFI and commercial LP will explain their objections with regards to impact and how they hope to achieve this through private equity and venture capital.
  • Advice will be given on what an LP seeks in both a fund manager and an impact strategy. Where have managers fallen short in the past?
16:00 - 16:30 30 mins
Info
Fundraising Summit
Financing hybrids
  • Moderator Eric Maillebiau - Founder, CapEos
  • Zain Latif - Principal, TLG Capital
  • Jorrit Dingemans - Manager, Private Equity, FMO

What is the demand for blind pool vs deal by deal vs permanent capital funding options, and what hybrid models exist? How well do current products/strategies on the market match LP appetite? How open are LPs to engaging in longer cycles?

16:00 - 16:30 30 mins
Africa Summit
Exit – case study
16:30 - 17:15 45 mins
Info
Fundraising Summit
The ‘how to’ of marketing and pitching a fund to investors
  • Led by Alexandre Alfonsi - Founding Partner, Axonia Partners

Featuring interactive audience polling

How can you pre-empt the most difficult lines of questioning and have your responses ready? Where are managers falling short?

16:30 - 17:15 45 mins
Info
Africa Summit
Benchmarking African private equity: what really counts?
  • Leaders include Michiel Timmerman - Founder and Managing Partner, Mbuyu Capital Partners
  • Yemi Lalude - Managing Partner of TPG Africa, TPG

‘Off the record’ closed door discussion

  • What is the benchmark for African private equity and venture capital returns? How much variation is there?
  • Candidly speaking: what are LPs’ expectations? How achievable are they?
  • Does it make sense to compare returns to those in developed markets? How much of a fair comparable is this, in relative terms?
  • Return attrition due to currency – how much should a manager be penalised for this, if at all?
  • How much weight is given to non-financial returns?
17:00 - 17:05 5 mins
Impact Investing Workshop
End of workshop
17:15 - 17:20 5 mins
Fundraising Summit
End of Fundraising summit
17:15 - 17:20 5 mins
Africa Summit
End of Africa summit
17:30 - 19:00 90 mins
SuperReturn Emerging Markets drinks reception