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Informa
Jun 25
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08:00 - 08:35

Registration and welcome coffee

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Showing of Streams
Showing of Streams
10:35 - 11:00

Coffee and networking

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Showing of Streams
Showing of Streams
12:45 - 13:45

Lunch

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Showing of Streams
15:35 - 16:00

Coffee and networking

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Showing of Streams
17:35 - 17:40
End of main conference day one

End of main conference day one

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17:40 - 19:05
Info

SuperReturn Emerging Markets 2019 cruise gala drinks reception

Departing from the hotel jetty

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 display the city highlights.

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08:00 - 08:35 35 mins
Registration and welcome coffee
08:35 - 08:40 5 mins
Day 1
Chair’s welcome address
08:40 - 09:10 30 mins
Info
Day 1
The world in 2019: the geopolitical and macroeconomic forces shaping emerging markets
  • Robert Guest - Foreign Editor, The Economist

Exploring the impact and relative risk of U.S.-China trade war, rising U.S. interest rates, changing governments globally and commodity market volatility on emerging markets. What macroeconomic adjustments need to be prepared for? Are things looking up for emerging markets?

09:10 - 09:40 30 mins
Info
Day 1
Reactions to the world in 2019

Elections, trade wars, fiscal uncertainty and disruptive technologies: how are seismic events shaping the attractiveness of emerging markets and the investment decisions of leading emerging market investors?

09:40 - 10:10 30 mins
Info
Day 1
LP appetites and allocation plans
  • Roberta Brzezinski - Managing Principal , Growth Markets, CDPQ
  • Steve Cowan - Managing Director & Co-Founder, 57 Stars

How compelling is the investment case for emerging markets? What is the appetite for direct vs co-invest vs fund of fund and the various private asset classes? On what metrics are LPs making their investment decisions and what do LPs seek beyond financial returns? What transferable lessons have LPs adopted from investing in different markets globally?

10:10 - 10:35 25 mins
Day 1
Keynote address
  • Gregory Bowes - Co-Founder & Managing Principal, Albright Capital Management
10:35 - 11:00 25 mins
Coffee and networking
11:00 - 11:30 30 mins
Info
Day 1
Crystallising value in emerging markets
  • Yemi Lalude - Managing Partner of TPG Africa, TPG

How are leading GPs responding to global political and fiscal tailwinds to generate superior returns and protect their investments? Is a specialist approach best? How will the global spread of dry powder be deployed, and could a distressed opportunity be on the cards?

11:00 - 11:50 50 mins
Info
Closed Door Session
Closed door GP presentations

LPs are welcome to attend this session of consecutive presentations from pre-registered GPs. Only one GP will be present in the room at any given time. Places for LPs to view the presentations are limited.

11:30 - 11:50 20 mins
Day 1
Data: sector specialisation in emerging markets
  • Anouk van der Boor - Investment Managing Director, Cambridge Associates
11:50 - 12:20 30 mins
Info
Day 1
Consumer behaviour in emerging markets: preparing for tomorrow
  • Nishant Sharma - Co-Founder & Managing Director, Kedaara Capital

How does consumer behaviour vary within emerging markets and compared to developed markets, and what at the relative inflection points? How are trends being altered by social, industry-related and technological disruptors? What is the best way to capitalise on the new generation of consumer?

Sector examples:

Healthcare | Education | Financial Services

12:20 - 12:45 25 mins
Day 1
Special guest speaker
  • Peter van Mierlo - CEO, FMO
12:45 - 13:45 60 mins
Lunch
13:45 - 13:50 5 mins
Stream A
Chair’s opening remarks
13:45 - 13:50 5 mins
Stream B
Chair’s opening remarks
13:50 - 14:20 30 mins
Info
Stream A
Secondaries: managing a pricing disconnect
  • Moderator Marleen Groen - Senior Partner, Mbuyu Capital Partners
  • Yvan Chéné - Director, Capital Dynamics
  • Renato Abissamra - Senior Partner, Spectra Investments

What is driving the growth in the volume of emerging market secondarires and how is the ecosystem of buyers and sellers evolving? What can be done to overcome the pricing disconnect and large number of failed transactions? How mainstream could GP-led deals become and what lessons have been learnt from recent transactions of this nature?

13:50 - 14:20 30 mins
Info
Stream B
A new era of value creation: what works?
  • Christoph Evard - Partner, Kibo Capital Partners
  • Peeter Saks - Managing Partner, BaltCap

How are GPs innovatively adding value to portfolio companies and what are the different models that exist? How is technology transforming traditional strategies?

14:20 - 14:50 30 mins
Info
Stream A
Generating returns and impact through infrastructure
  • Rashad Kaldany - Chief Investment Officer, BlueOrange Sustainable Capital
  • Paul Frankish - Director, AIIM

Exploring new developments, government initiatives, a push towards great impact and a larger number of independent projects across emerging markets. What are the main differentiators between markets and geo-specific opportunities? How are GPs managing FX, counterparty and legal risks to deliver on investments and what fund structures are favoured?

14:20 - 14:50 30 mins
Info
Stream B
Technology and innovation – a local solution for a local problem or a global play?
  • Marieke Roestenberg - Ventures Program Manager, FMO

How does the adoption of technology in and across emerging markets compare? Which firms are best positioned to capitalise on this theme and what regional and global strategies exist? How do valuations compare geographically and how well are they underpinned? How replicable are the standout exits to-date?

14:50 - 15:35 45 mins
Info
Stream A
Emerging market private debt: a concept still to be proven?
  • Opening presentation: David Creighton - Senior Advisor, EMPEA
  • Moderator Gabriella Kindert - Expert in Alternative Lending, Mizuho Europe
  • Sebastian Schroff - Global Head of Private Debt, Allianz Investment Management

Data presentation followed by expert panel

How does the scope for private debt investing vary across emerging markets and what localised developments are shaping the investment opportunity in individual markets? How well are downside protection structures and risk adjusted returns to-date satisfying growing LP demand?

14:50 - 15:35 45 mins
Info
Stream B
In practice: how is technology solving sector focused issues?
  • Eghosa Omoigui - Managing General Partner, EchoVC Partners
  • Karthik Chandrasekar - Founder, Sangam.vc

Real life examples will be presented demonstrating how technology has transformed businesses across different sectors to help turn a profit. Exploring companies are built, the infrastructure required and planning a route to exit:

AgriTech | EdTech | MedTech | New retail

15:35 - 16:00 25 mins
Coffee and networking
16:00 - 16:05 5 mins
Stream A
Chair’s opening remarks
16:00 - 16:05 5 mins
Stream B
Chair’s opening remarks
16:05 - 16:35 30 mins
Info
Stream A
Behind the headlines: CEE and Turkey
  • José Cabrita - Principal, Lower Mid-Market, European Investment Fund
  • Ahmet Faralyali - Managing Partner, Mediterra Capital

Which strategies deliver in CEE and how does the region compare to the rest of emerging markets in terms of opportunities, valuations, leverage and exit routes? What are the factors beyond the headlines that have enabled private equity in this region to perform?

16:05 - 16:35 30 mins
Info
Stream B
Investing in SMEs: the power engine of emerging markets
  • Barthout van Slingelandt - Managing Partner, XSML Capital

What are the parameters for defining SME and the mid-market? Is there an overlap? What opportunities exist, how are they sourced and what volume of deals are getting done? What can be done to enhance returns and instil greater confidence in LPs?

16:35 - 17:05 30 mins
Info
Stream A
India: land of opportunities and challenges

How are managers navigating uncertainty surrounding the upcoming elections, Central Bank reforms, high valuations and currency depreciation to generate returns? How is the opportunity changing with a shift from minority investing to control deals? How well is recent exit activity translating into liquidity for investors and what other options to traditional private equity could be optimal today?

16:35 - 17:35 60 mins
Info
Stream B
The do’s and don’ts of growing a fund and firm

‘Off the record’ closed door discussion

  • What are the most successful models used to grow a fund and business?
  • How far can you diversify your offering/focus?
  • Does there have to be a trade-off between size and specialisation?
  • What is the best way to franchise and leverage skill set?
  • How do LPs view fund growth and proliferation? What do they want to see?
  • What back office and management duties are the most critical to get right?
  • What lessons can be learnt from GPs who have done it well and those have not?
17:05 - 17:35 30 mins
Info
Stream A
Unlocking value in The Pacific Alliance – why you need to look beyond Brazil
  • Moderator Dimitri Herbosch - Partner, Buysse & Partners
  • Scott McDonough - Managing Director, Alta Growth Capital

Exploring where the pockets of value are in Mexico, Peru, Chile and Colombia and the impact of political headwinds. How has the private equity ecosystem evolved in each market and what can be done to improve exit volume? How great is the appetite to invest and which investment strategies are optimal today? How does the region compare to Brazil?

17:35 - 17:40 5 mins
End of main conference day one
17:40 - 19:05 85 mins
Info
SuperReturn Emerging Markets 2019 cruise gala drinks reception

Departing from the hotel jetty

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 display the city highlights.