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Informa
07:45 - 09:00 75 mins
Info
LP Only
LP-only breakfast
  • Hosted By Reyaz Ahmad - CIO & Head, IFC Asset Management Company

Returns and impact through emerging markets private equity: IFC's experience

This session is only open to pension funds, endowments, foundations, DFIs, SWFs and ILPA members, subject to qualification.

08:30 - 08:55 25 mins
Main Day 2
Registration and welcome coffee
08:55 - 09:00 5 mins
Main Day 2
Chair's welcome address
  • Chair Ruzgar Barisik - Senior Investment Officer, IFC Asset Management Company
09:00 - 09:15 15 mins
Main Day 2
VC in emerging markets- Data Presentation
  • Jeff Schlapinski - Director, Research, EMPEA
09:15 - 09:45 30 mins
Info
Main Day 2
VC in emerging markets- Expert Discussion
  • Moderator Ruzgar Barisik - Senior Investment Officer, IFC Asset Management Company
  • Panellists Kuo-Yi Lim - Managing Partner, Monk's Hill Ventures
  • Anderson Thees - Managing Partner, Redpoint eventures
  • Eghosa Omoigui - Managing General Partner, EchoVC Partners

What deal size and investment stages are delivering the best returns in the various emerging markets and how should LPs assess this? How are ecosystems and funding developing, and what does this mean for deals, exits and valuations?

09:45 - 10:30 45 mins
Main Day 2
Technological disruption in emerging markets
  • Nicklas Bergman - Serial entrepreneur, technology investor and futurist, -
10:30 - 11:00 30 mins
Info
Main Day 2
Emerging markets technological disruption: the investment theme
  • Moderator Wim van der Beek - Founder and Managing Partner, Goodwell Investments
  • Panellists Michael Lints - Partner, Goldengate Ventures
  • Christiaan Kaptein - Partner, Dymon Asia
  • Alexander (Sasha) Galitsky - Managing Partner, Almaz Capital

How does tech investing differ across markets and regions? How can investors best understand the forces at play and harness them to generate outstanding returns in an environment of super high valuations? What impact will Alibaba, Tencent and Softbank and other large strategics have on the tech ecosystem? Will unicorns ever go public?

11:00 - 11:20 20 mins
Coffee and networking
11:20 - 11:50 30 mins
Main Day 2
China: from the mobile economy to the digital economy
  • Winston Ma - President & Chief Investment Officer, China Silkroad Investment Capital
11:50 - 12:20 30 mins
Main Day 2
Importance and value of portfolio diversification benefits
  • Gregory Bowes - Co-Founder & Managing Principal, Albright Capital Management
12:20 - 12:50 30 mins
Info
Main Day 2
Risk, diversification and uncorrelated returns: what do LPs really want?
  • Moderator Roberto Pilotto - Founder, The Blue Rider
  • Panellists Carlos Heneine - Partner, Quilvest
  • Hans van Swaay - Partner, Lyrique
  • Ruulke Bagijn - Managing Director, AlpInvest Partners

What do LPs want from their exposure to growth markets in an era of outstanding returns in U.S. private equity? Is it reasonable to demand a risk premium from all non-traditional markets and if so, how much? Where is the really smart money being invested and how do you find uncorrelated returns? What is the optimal allocation to emerging markets?

12:20 - 13:00 40 mins
Info
LP Only
LP-only engaged conversation: Unrealised portfolios and liquidity
  • David Weiss - Investment Manager, DEG
  • George Janssen - Senior Investment Officer, Private Equity, FMO
  • Dimitri Herbosch - Partner, Buysse & Partners

Qualified LPs are invited to this closed door, no press discussion to share their own experiences with other LPs.

  • How are LPs currently managing their unrealised portfolios? Are emerging markets an exception to the rule
  • What are your options as an LP when stuck in a non-performing fund and how feasible are the various options to execute? Can LPs do more to work together?
  • What role can secondaries play in building exposure to emerging markets and how viable are DFIs as a source of secondaries deal flow?

 

12:50 - 13:40 50 mins
Main Day 2
Lunch
13:00 - 13:50 50 mins
LP Only
Lunch
13:50 - 14:20 30 mins
Info
Main Day 2
Non-traditional private equity structures
  • Moderator Maarten Vervoort - Managing Director, AlpInvest Partners
  • Panellists Vish Ramaswami - Managing Director , Cambridge Associates
  • Khaled Ben Jilani - Senior Executive Partner, AfricInvest
  • Steve Cowan - Managing Director & Co-Founder, 57 Stars

What are the characteristics of permanent capital vehicles and longer term capital structures? How do the economics work for LPs and GPs? When is this type of vehicle appropriate and how can you incentivise the team and structure the fund?

14:20 - 14:50 30 mins
Info
Main Day 2
DFIs: balancing profitability with development impact
  • Moderator Vivina Berla - Founder & CEO, Vimine Holding
  • Panellists Gabriele Todesca - Head of Division, Mandate Management – Equity, European Investment Fund (EIF)
  • David Weiss - Investment Manager, DEG

What role are DFIs playing in helping to bolster private equity and infrastructure ecosystems and investment across emerging markets? How are the organisations evolving and what does this mean for managers? What could they do better?

14:50 - 15:50 60 mins
Info
Main Day 2
Closed door discussion Emerging markets PE returns and performance: are we asking the right questions?
  • Led by Vivina Berla - Founder & CEO, Vimine Holding
  • Anderson Thees - Managing Partner, Redpoint eventures
  • Gabriele Todesca - Head of Division, Mandate Management – Equity, European Investment Fund (EIF)
  • Carlos Heneine - Partner, Quilvest

Run strictly under the Chatham House rule, what is said in this closed-door discussion cannot be attributed to any individual. The co-hosts and participants will be encouraged to share real life experiences and speak candidly.

  • What really matters to LPs and drives their decision-making process in emerging markets? How well do GPs seem to understand this?
  • The questions posed to GPs: what questions aren’t LPs asking that they should (and vice versa)?
  • Impact and returns: can you have both?


15:50 - 15:55 5 mins
End of SuperReturn Emerging Markets 2018
Showing of Streams
Showing of Streams
11:00 - 11:20

Coffee and networking

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Showing of Streams
Showing of Streams
Showing of Streams
15:50 - 15:55
End of SuperReturn Emerging Markets 2018

End of SuperReturn Emerging Markets 2018

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