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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
10:10 - 10:40

Coffee and networking

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Showing of Streams
Showing of Streams
12:40 - 13:40

Lunch

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Showing of Streams
15:30 - 15:55

Coffee and networking

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Showing of Streams
17:30 - 17:35
End of main conference day one

End of main conference day one

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17:35 - 19:00
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

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

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?

09:40 - 10:10 30 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.

10:10 - 10:40 30 mins
Coffee and networking
10:40 - 11:10 30 mins
Info
Day 1
Crystallising value in emerging markets

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?

10:40 - 11:30 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.

11:10 - 11:30 20 mins
Day 1
Data: sector specialisation in emerging markets
11:30 - 12:00 30 mins
Info
Day 1
Consumer behaviour in emerging markets: preparing for tomorrow

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

12:00 - 12:40 40 mins
Day 1
Special guest speaker
12:40 - 13:40 60 mins
Lunch
13:40 - 13:45 5 mins
Stream A
Chair’s opening remarks
13:40 - 13:45 5 mins
Stream B
Chair’s opening remarks
13:45 - 14:15 30 mins
Info
Stream A
Emerging market private debt: a concept still to be proven?

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?

13:45 - 14:15 30 mins
Info
Stream B
A new era of value creation: what works?

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

14:15 - 14:45 30 mins
Info
Stream A
Generating returns and impact through infrastructure

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?

14:15 - 14:45 30 mins
Info
Stream B
Technology and innovation – a local solution for a local problem or a global play?

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?

14:45 - 15:30 45 mins
Info
Stream A
Secondaries: managing a pricing disconnect

Data presentation followed by expert panel

 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?

14:45 - 15:30 45 mins
Info
Stream B
In practice: how is technology solving sector focused issues?

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

15:30 - 15:55 25 mins
Coffee and networking
15:55 - 16:00 5 mins
Stream A
Chair’s opening remarks
15:55 - 16:00 5 mins
Stream B
Chair’s opening remarks
16:00 - 16:30 30 mins
Info
Stream A
Behind the headlines: CEE and Turkey

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?

16:00 - 16:30 30 mins
Info
Stream B
Investing in SMEs: the power engine of emerging markets

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?

16:30 - 17:00 30 mins
Info
Stream A
South East Asia

How is the region benefiting from a production relocation from China to address US’ trade deficit complaints and local government initiatives? Who is investing in the region? How are managers adapting to gain better access to and execute more deals whilst competition from corporates, navigating high valuations and increasing vulnerability to currency moves?

16:30 - 17:30 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?
17:00 - 17:30 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?

17:30 - 17:35 5 mins
End of main conference day one
17:35 - 19:00 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.