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Key Sessions

Robert Guest

The world in 2019: the geopolitical and macroeconomic forces shaping emerging markets

The Economist

Gregory Bowes

Keynote address

Albright Capital Management

Ravi Thakran

New journey for Asia: building global brands

L Catterton Asia

Peter van Mierlo

Keynote address: Lessons learned from a veteran of emerging markets private equity

FMO

Jun 25
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08:00 - 08:25

Registration and welcome coffee

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Showing of Streams
10:15 - 10:45

Coffee and networking

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Showing of Streams
Showing of Streams
Showing of Streams
12:55 - 13:40

Lunch

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Showing of Streams
15:30 - 16:00

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 drinks reception

Network with peers over a drink during our fabulous drinks reception with live music.

More
08:00 - 08:25 25 mins
Registration and welcome coffee
08:25 - 08:35 10 mins
Day 1
Chair’s welcome address
  • Chair Maarten Vervoort - Managing Director, AlpInvest Partners
08:35 - 09:20 45 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 trade wars, shooting wars, new governments, resurgent nationalism, new technology and commodity market volatility on emerging markets. What are the big global changes that will affect emerging markets?

09:20 - 09:50 30 mins
Info
Day 1
LP appetites and allocation plans
  • Moderator Anouk van der Boor - Investment Managing Director, Cambridge Associates
  • Panellists Roberta Brzezinski - Managing Principal , Growth Markets, CDPQ
  • Steve Cowan - Managing Director & Co-Founder, 57 Stars
  • Eelco Blonk - COO & Head of Global Private Equity, GP Parmenion
  • Saurabh Rastogi - Managing Director-Investment Risk, Ontario Teachers’ Pension Plan

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?

09:50 - 10:15 25 mins
Day 1
Keynote address
  • Gregory Bowes - Co-Founder & Managing Principal, Albright Capital Management
10:15 - 10:45 30 mins
Coffee and networking
10:45 - 11:15 30 mins
Info
Day 1
Crystallising value in emerging markets
  • Moderator Maarten Vervoort - Managing Director, AlpInvest Partners
  • Panellists Yemi Lalude - Managing Partner, Africa, TPG Growth
  • Dhanpal Jhaveri - Managing Partner of Everstone Capital & CEO of EverSource Capital, Everstone Capital Advisors
  • Stuart Schonberger - Founding Partner, CDH Investments
  • Bruno Zaremba - Head of Private Equity, Vinci Partners

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?

11:15 - 11:40 25 mins
Day 1
New journey for Asia: building global brands
  • Ravi Thakran - Chairman and Managing Partner, L Catterton Asia
11:40 - 12:30 50 mins
Info
Closed Door Session
Fund presentations
  • Bülent Kozlu - Managing Partner, Intus Capital
  • Noor Sweid - General Partner, Global Ventures
  • Jose Pano - Partner, Private Equity, Vinci Partners

A select number of GPs will have the chance to exclusively present their fund to a group of LPs, individually, in a closed door setting. Each GP will have 10 minutes to make their case, including time for audience Q&A.

Closed door session

12:00 - 12:30 30 mins
Info
Day 1
Consumer behaviour in emerging markets: preparing for tomorrow
  • Moderator: Andrei Vorobyov - Partner, Bain and Company
  • Panellists Nishant Sharma - Co-Founder & Managing Director, Kedaara Capital Advisors
  • Shane Chesson - Partner, Openspace Ventures
  • Eghosa Omoigui - Managing General Partner, EchoVC Partners

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

12:30 - 12:55 25 mins
Day 1
Keynote address: Lessons learned from a veteran of emerging markets private equity
  • Peter van Mierlo - CEO, FMO
12:55 - 13:40 45 mins
Lunch
13:40 - 13:45 5 mins
Stream A
Chair’s opening remarks
  • Chair Kelly DePonte - Managing Director, Probitas Partners
13:40 - 13:45 5 mins
Stream B
Chair’s opening remarks
  • Chair Vivina Berla - Founder & CEO, Vimine Holding
13:45 - 14:15 30 mins
Info
Stream A
Secondaries: managing a pricing disconnect
  • Moderator Marleen Groen - Senior Partner, Mbuyu Capital Partners
  • Panellists Yvan Chéné - Director, Capital Dynamics
  • Renato Abissamra - Senior Partner, Spectra Investments
  • Frederic Azemard - Managing Partner, TR Capital
  • Vikram Raju - Head of Emerging Markets, Morgan Stanley Alternative Investment Partners

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?

13:45 - 14:15 30 mins
Info
Stream B
A new era of value creation: what works?
  • Moderator Carola Bose - Director, Head of Funds, Equity and Mezzanine - Africa, DEG
  • Panellists Peeter Saks - Managing Partner, BaltCap
  • Ettore V. Biagioni - Managing Partner, Alothon Group
  • Wilfrid Korsaga - Partner, Kibo Capital Partners

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
  • Moderator Alexandre Alfonsi - Founding Partner, Axonia Partners
  • Panellists Rashad Kaldany - Chief Investment Officer, BlueOrange Sustainable Capital
  • Paul Frankish - Director, AIIM
  • Andrew Gunther - Managing Director, Darby
  • Dhanpal Jhaveri - Managing Partner of Everstone Capital & CEO of EverSource Capital, Everstone Capital Advisors

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?
  • Moderator Nikunj Jinsi - Global Head, Venture Capital, IFC
  • Panellists Marieke Roestenberg - Ventures Program Manager, FMO
  • Xinghong Lim - Director, Vickers Venture Partners
  • Felix Scheuffelen - Operator LP, Iporanga Investimentos

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
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
  • Panellists Sebastian Schroff - Global Head of Private Debt, Allianz Investment Management
  • Richard Vaughan - CEO, Alloy Merchant Finance
  • Manfred Schepers - CEO, ILX Fund

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?

14:45 - 15:30 45 mins
Info
Stream B
In practice: how is technology solving sector focused issues?
  • Moderator Nikunj Jinsi - Global Head, Venture Capital, IFC
  • Panellists Eghosa Omoigui - Managing General Partner, EchoVC Partners
  • Karthik Chandrasekar - Founder & CEO, Sangam.vc
  • Sandeep Murthy - Partner, Lightbox Ventures

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 - 16:00 30 mins
Coffee and networking
16:00 - 16:30 30 mins
Info
Stream A
Behind the headlines: CEE and Turkey
  • Moderator Eric Maillebiau - Founder, CapEos
  • Panellists José Cabrita - Principal, Lower Mid-Market, European Investment Fund
  • Ahmet Faralyali - Managing Partner, Mediterra Capital
  • Bülent Kozlu - Managing Partner, Intus Capital
  • Anne Hutton - Regional Head, Equity Funds, EBRD

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
  • Moderator Vivina Berla - Founder & CEO, Vimine Holding
  • Panellists Barthout van Slingelandt - Managing Partner, XSML Capital
  • Natalie Shriber - Investment Manager, Fund Investments, Triple Jump
  • Mark Joenje - Managing Partner & CEO, Capital 4 Development Partners
  • David Mathewson - Senior Managing Director, Small Enterprise Assistance Funds

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
India: land of opportunities and challenges
  • Moderator Shivani Bhasin Sachdeva - CEO & Managing Director, India Alternatives Private Equity
  • Panellists Ranjit Shah - Managing Partner, Gaja Capital
  • Kalpesh Kikani - Senior Partner, AION Capital Partners
  • Gaurav Ahuja - Managing Director , ChrysCapital

How are managers viewing opportunities post elections to generate returns? How will the banking and liquidity crisis play out? 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?

16:30 - 16:50 20 mins
Stream B
The Case for the Middle Market in Emerging Economies
  • Jeff Schlapinski - Senior Director of Research, EMPEA
16:50 - 17:30 40 mins
Info
Stream B
The do’s and don’ts of growing a fund and firm
  • Discussion Leaders Ganesh Rengaswamy - Co-Founder & Partner, Quona Capital
  • Peter Pfister, Industry Expert

‘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
Unlocking value in The Pacific Alliance – why you need to look beyond Brazil
  • Moderator Dimitri Herbosch - Partner, Buysse & Partners
  • Panellists Scott McDonough - Managing Director, Alta Growth Capital
  • Marcio Jardim - Associate Partner, Patria Investments
  • Ricardo Fernandez Jr. - Managing Director, Hamilton Lane
  • Isabella Muñoz Méndez - Executive Director, ColCapital - Colombian Private Equity Association

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?

17:30 - 17:35 5 mins
End of main conference day one
17:35 - 19:00 85 mins
Info
SuperReturn Emerging Markets drinks reception

Network with peers over a drink during our fabulous drinks reception with live music.