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Informa
Jun 28
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08:00 - 08:35 35 mins
Registration and welcome coffee
08:35 - 08:40 5 mins
Main Day 1
Chair’s welcome address
  • Chair Ruulke Bagijn - Managing Director, AlpInvest Partners
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08:40 - 09:30 50 mins
Main Day 1
Global geopolitics and macroeconomic outlook
  • Bobby Vedral - Former Partner of Goldman Sachs & Founder, MacroEagle
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What will be the impact of U.S. interest rate rises globally? What could be the impact of a rise in protectionism and authoritarianism, and what events should we look out for in 2018/2019?

09:30 - 10:00 30 mins
Main Day 1
Generating alpha in an era of volatility
  • Moderator Neil Harper - CIO, Morgan Stanley Alternative Investment Partners
  • Panellists Gautham Radhakrishnan - Partner, Tata Opportunities Fund
  • Seymur Tari - CEO , Turkven Private Equity
  • Skander Oueslati - Senior Partner, AfricInvest
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How does emerging markets private equity differ from that of developed markets? How are seasoned GPs overcoming currency volatility and political risk to deliver for investors? How should investors view the various risk factors in emerging market and developed market private equity and what does this mean for return expectations?

09:30 - 10:15 45 mins
Engaged Conversations
Engaged conversation: Politics and markets
  • Led by Carlos de Sousa - Senior Economist, Oxford Economics
  • Bobby Vedral - Former Partner of Goldman Sachs & Founder, MacroEagle
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Come along and join this

small-group facilitated discussion.

Please note that limited spaces are available.

10:00 - 10:40 40 mins
Main Day 1
Coffee and networking
10:25 - 11:05 40 mins
Engaged Conversations
Coffee and networking
10:40 - 11:10 30 mins
Main Day 1
Emerging markets vs. U.S.: comparing apples with oranges?
  • Anouk van der Boor - Investment Managing Director, Cambridge Associates
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How do emerging markets private equity returns compare to those of the U.S. and Europe?

What are the most appropriate metrics for a comparison of this type, and how are the results impacted by fund quartile, net vs. gross IRR and operational considerations? What conclusions are investors to draw?

11:10 - 11:40 30 mins
Main Day 1
Getting exposure to emerging markets private equity
  • Moderator Graham McDonald - Head of Global Private Equity, Aberdeen Standard Investments
  • Panellists Ricardo Lyra - Portfolio Manager, Private Equity, Employees Retirement System of Texas
  • Vaishnavi Katamreddy - Director, Siemens Private Equity
  • Anita George - Executive Vice President - Growth Markets, CDPQ
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What is the best way to get exposure to private equity in growth markets? How do funds of funds, secondaries, primary fund investing and co-investing compare? What is the best time to be investing in emerging markets? Is it evaluated the same as in developed markets?

11:40 - 12:20 40 mins
Main Day 1
Emerging markets private equity face-off
  • Moderator Gerhard Pries - CEO & Managing Partner, Sarona Asset Management
  • GCC Muhannad Qubbaj - Senior Managing Director, Gulf Capital
  • Latin America Martin Diaz Plata - Managing Partner, Capital Group
  • China Chuan Thor - Managing Partner & Co-Founder, AlphaX Partners
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How do selected regions compare in terms of ease of making private equity investments and generating returns for investors? GPs give the case for their region in 7 minutes each covering the following issues:

Returns and performance data | Volatility | Entry multiples | Leverage levels | Political risk | Contract enforcement | Openness of economy | Growth | Availability of deal flow | Liquidity | Ease of doing business

11:50 - 12:50 60 mins
Engaged Conversations
Engaged conversation: Closing the gap between gross IRR and net IRR
  • Murray Grant - Managing Director, CDC Group
  • Anouk van der Boor - Investment Managing Director, Cambridge Associates
more

Come along and join this small-group facilitated discussion.

 How can GPs structure their funds and LP relationships differently to deliver the performance demanded from LPs?

12:20 - 12:40 20 mins
Main Day 1
Fireside chat: leading innovations in EM investing
  • Deborah Zurkow - Managing Director and Global Head of Alternatives, Allianz Global Investors
  • Interviewed by David Creighton - Senior Advisor, EMPEA & Director, Convergence
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12:40 - 13:45 65 mins
Main Day 1
Lunch
12:50 - 13:45 55 mins
Engaged Conversations
Lunch
13:45 - 13:50 5 mins
Stream A: Generating Alpha
Chair’s opening remarks
  • Chair Gerhard Pries - CEO & Managing Partner, Sarona Asset Management
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13:45 - 13:50 5 mins
Stream B: Turkey & Asia
Chair’s opening remarks
  • Chair Vincent Hsu - Managing Director, StepStone Group
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13:50 - 14:20 30 mins
Stream A: Generating Alpha
Operational value add: superior growth, extraordinary talent and impact
  • Moderator Menno Derks - Partner & Managing Director Fund Investments, Sarona Asset Management
  • Panellists Elyes Bahri - Partner, IDI Emerging Markets
  • Elena Loteva - Senior Advisor, MAC Asset Management
  • Alex Rossi - Managing Partner, LIV Capital
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Understanding what is driving returns at the portfolio company level. What are the best ways of adding value quickly to portfolio companies, how is the quality of available talent developing and where are managers succeeding in sourcing expertise?

13:50 - 14:20 30 mins
Stream B: Turkey & Asia
Turkey: looking beyond the headlines
  • Moderator Alex Barker - Principal, HarbourVest Partners
  • Panellists Serkan Kizil - Managing Partner, Taxim Capital
  • José Cabrita - Principal, Lower Mid-Market, European Investment Fund- EIF
  • Seymur Tari - CEO , Turkven Private Equity
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What does it take to generate returns in an environment of currency issues, political uncertainty, and high inflation? What are the factors beyond the headlines that have enabled Turkish private equity to perform?

14:20 - 14:50 30 mins
Stream A: Generating Alpha
Private credit: in search of yield
  • Moderator Ingrid Neitsch - Head of Strategic Credit, Aberdeen Standard Investments
  • Panellists Patrick Stutz - CIO, Bayshore Capital
  • Michel Ciambra - Managing Director and co-head of Trade Finance, Innovatus Capital Partners
  • Yvonne Bakkum - Managing Director, FMO Investment Management
  • James Garvey - Portfolio Manager, Emso Asset Management
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How do the lending environments in different markets compare and which products are best positioned to capitalise on specific market trends? How are leading credit investors overcoming political and currency risk to generate compelling risk adjusted returns?

14:20 - 14:50 30 mins
Stream B: Turkey & Asia
Fundamentals of emerging markets private equity: U.S. vs. Asia
  • Daniel Schmidt - CEO, CEPRES – The Investment Decision Platform
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How does value creation differ in U.S. and Asian private equity? What is the relative importance of market growth, margin improvement, active involvement and other factors, and what does this mean for fund evaluation in the two markets?

14:50 - 15:20 30 mins
Stream A: Generating Alpha
Secondaries
  • Moderator Pål Ristvedt - Partner , Lexington Partners UK Ltd
  • Panellists Joshua Blaine - Senior Managing Director, Strategic Partners Fund Solutions
  • Yolande van den Dungen - Portfolio Manager, Alternatives, SPF Beheer
  • Alejandro Diazayas - Partner, Nexxus Iberia
  • Stuart Schonberger - Founding Partner, CDH Investments
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How should the approach to secondaries investing in emerging markets differ from that in developed markets? To what extent is secondaries investing a way to hedge regional cyclicality and what trends are we seeing in pricing? With the sizable increase in inventory, how large will the emerging markets secondaries market grow?

14:50 - 15:20 30 mins
Stream B: Turkey & Asia
India: back on the radar
  • Moderator Shivani Bhasin Sachdeva - CEO & Managing Director, India Alternatives Private Equity
  • Panellists Naveen Wadhera - Managing Director, TA Associates
  • Gopal Jain - Managing Partner, Gaja Capital
  • Vinay Menon - General Partner, Pravega Ventures
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In an environment of political reform and good exit activity, is now the time to invest in India? How sustainable are valuations and how will the trend away from minority investing play out? How diverse is the exit base and how do LPs assess the opportunity?

15:20 - 15:45 25 mins
Coffee and networking
15:45 - 15:50 5 mins
Stream A: Markets to Watch
Chair’s opening remarks
  • Gerhard Pries - CEO & Managing Partner, Sarona Asset Management
more
15:45 - 15:50 5 mins
Stream B: Asia
Chair’s opening remarks
  • Chair Vincent Hsu - Managing Director, StepStone Group
more
15:50 - 16:30 40 mins
Stream A: Markets to Watch
Markets to watch
  • Moderator Gerhard Pries - CEO & Managing Partner, Sarona Asset Management
  • Mexico Christian Warnholtz - Senior Managing Partner, Wamex Private Equity
  • Ukraine Lenna Koszarny - Founding Partner & CEO, Horizon Capital
  • Argentina Juan Lucena Maguire - Managing Partner, Alba Capital Partners
  • Peru & Colombia Eduardo Michelsen Delgado - CEO & Managing Director, Kandeo Asset Management
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Insight into the markets that should be on every savvy investor’s radar today. What is the opportunity and how can it best be capitalised on?

  • Argentina
  • Ukraine
  • Egypt
  • Caribbean and Central America
  • Russia
15:50 - 16:20 30 mins
Stream B: Asia
Asia: the growth of control deals
  • Moderator Vish Ramaswami - Managing Director , Cambridge Associates
  • Panellists Peter Pfister - Managing Director, Pavilion Alternatives Group
  • Nishant Sharma - Co-Founder & Managing Director, Kedaara Capital
  • Eric Xin - Senior Managing Director, Managing Partner of CITIC Capital Partners, CITIC Capital
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What has enabled the trend towards control deals in China and India, and who is best placed to benefit? What impact does this have on the fund ecosystem, exits and the relative attractiveness of these markets?

16:20 - 16:50 30 mins
Stream B: Asia
South East Asia
  • Moderator Vincent Hsu - Managing Director, StepStone Group
  • Panellists Josephine Price - Co Founder and Managing Director, Anthem Asia
  • Radboud Vlaar - Partner, Finch Capital
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Where are the pockets of value in South East Asia and how does this region compare with Asia as a whole? When will Indonesia deliver on its potential and which strategies are best placed to deliver sustainable returns?

16:30 - 17:00 30 mins
Stream A: Markets to Watch
Africa’s next phase of economic growth and the role to be played by the private education sector
  • Derrick Betts - Director, EY-Parthenon
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16:50 - 17:30 40 mins
Stream B: Asia
China: the evolution of sector specific funds
  • Moderator Vincent Hsu - Managing Director, StepStone Group
  • Panellists Hugh Li - Co-Founder & Managing Director, GenBridge Capital
  • Ning Ma - Founding Partner, Lingfeng Capital
  • Ian Zhu - Partner, NIO Capital
  • Chuan Thor - Managing Partner & Co-Founder, AlphaX Partners
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What sector-specific strategies have emerged in China and what are the environmental factors enabling this trend? What are the most exciting stories and to what extent is the Chinese private equity market now deep enough for these strategies to flourish?

17:00 - 17:40 40 mins
Stream A: Markets to Watch
Central and Eastern Europe: delivering returns
  • Moderator Eric Maillebiau - Founder, CapEos
  • Panellists Dariusz Pronczuk - Managing Partner, Enterprise Investors
  • Jorrit Dingemans - Manager, Private Equity, FMO
  • Charles Ryan - General Partner, Almaz Capital
  • Anne Hutton - Senior Banker, ERBD
  • Adam Niewinski - Co-Founder & General Partner, OTB Ventures
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Which strategies deliver in this fragmented market and how does it compare to Western Europe in terms of opportunities, valuations, leverage and exit routes? Is there still more low-hanging fruit to be had? What will be the drivers of growth in the next 5 years?

17:40 - 17:45 5 mins
End of Main Conference Day One
17:55 - 19:10 75 mins
SuperReturn Emerging Markets gala drinks reception Plus! Networking tea-tasting experience
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Join one of a limited number of tables and network with your peers whilst sampling a selection of exotic and exclusive teas from around the world. Enjoy the aromas, flavours and stories of the unique tea blends, told first-hand by the company’s founder.