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Informa
Key Sessions

Marcel van Poecke

Global outlook for real assets

Carlyle International Energy Partners (CIEP)

Alex Brierley

Investment opportunities in changing energy markets

Octopus Energy Investments

Jörg Rocholl

How to strengthen European capital markets?

ESMT Berlin

Gregory Beard

Opportunities in a Changing Energy Landscape

Apollo Global Management

Alice Newcombe-Ellis

Keynote Address: A new investment approach for a new investment era: seeking excellence in deep tech/deep science investing

Ahren Innovation Capital

Adam Black

Organisational culture and ESG

Coller Capital

Feb 26
Show Filter
Showing of Streams
08:15 - 08:40 25 mins
Private Debt Summit
Registration and welcome coffee
08:20 - 08:55 35 mins
Disruption and Innovation Summit
Registration and welcome coffee
08:30 - 09:05 35 mins
German Private Equity Summit
Registration and welcome coffee
08:30 - 09:05 35 mins
Real Assets Summit
Registration and welcome coffee
08:40 - 08:50 10 mins
Private Debt Summit
Chair’s welcome
  • Chair Anthony Fobel - Managing Partner, Head of Private Debt, BlueBay Asset Management
08:40 - 09:10 30 mins
ESG Summit
Registration and welcome coffee
08:50 - 09:15 25 mins
Info
Private Debt Summit
The view from the peak of leveraged credit
  • Ed Eyerman - Managing Director, Head of European Leveraged Finance, Fitch Ratings

Peak funding conditions, peak leverage, peak covenants, default rates at the trough; is that a wall in the distance?

08:55 - 09:00 5 mins
Disruption and Innovation Summit
Chair's welcome address
  • Chair George Danner - President, Business Laboratory
09:00 - 09:45 45 mins
Info
Disruption and Innovation Summit
Industry 4.0: realising the new generation of wealth creation
  • Henrik von Scheel - Originator, The 4th Industrial Revolution

Gain exclusive and actionable insight on when and where to invest to realize the best future opportunities, from the originator of the 4th Industrial Revolution

09:05 - 09:10 5 mins
German Private Equity Summit
Chair’s welcome address
  • Chair Dörte Höppner - COO Riverside Europe, The Riverside Company
09:05 - 09:10 5 mins
Real Assets Summit
Chair’s welcome
  • Chair James Wardlaw - Head of Infrastructure, Campbell Lutyens
09:10 - 09:40 30 mins
Info
German Private Equity Summit
Macroeconomic overview: Germany, powerhouse of Europe or just a fairy tale of a rich country?
  • Interviewer Hans Albrecht - Managing Director & Founding Partner, Nordwind Capital
  • Interviewee Daniel Stelter - Founder, Beyond the Obvious

Assessing the reasons behind Germany’s appeal as the most stable and predictable European economy

09:10 - 09:40 30 mins
Info
Real Assets Summit
Global outlook for real assets
  • Marcel van Poecke - Managing Director, Carlyle International Energy Partners (CIEP)

Where are the opportunities and challenges across the global energy investing horizon?

09:10 - 09:15 5 mins
ESG Summit
Chair’s welcome address
  • Chair Maarten Biermans - Head of ESG Policy, Rabobank
09:15 - 09:45 30 mins
Info
Private Debt Summit
Where are we in the economic cycle? Preparing for a post Brexit private debt market
  • Moderator Anthony Fobel - Managing Partner, Head of Private Debt, BlueBay Asset Management
  • Panellists Robin Doumar - Managing Partner, Park Square Capital
  • Andrew Konopelski - Partner and Head of Credit Strategies, EQT
  • David Lyon - Managing Director and Co-Head of Private Credit, Neuberger Berman
  • Will there be a downturn and how will it affect the private debt asset class, which is yet to be tested in a stressed market?  
  • How would firms deal with having to take a direct role in managing distressed companies, how is the industry looking at current and future allocations, what strategies should GPs be deploying now to prepare, and who is best placed to survive?
09:15 - 09:55 40 mins
Info
ESG Summit
ESG integration in private equity: are we there yet and where are we heading?
  • Panellists Alex Scott - Partner, Pantheon

What is driving the growth of ESG investing and what role does private equity have to play?

09:40 - 10:10 30 mins
Info
German Private Equity Summit
What’s next for the German private equity market?
  • Moderator Justin von Simson - Managing Partner, Hg
  • Panellists Michael Phillips - Managing Partner, Castik Capital
  • Jörg Rockenhäuser - Partner, Head of Frankfurt, Permira
  • Manuel Hertweck - Managing Partner, capiton
  • What are the reasons behind the robust appetite for German private assets and the increased deal volume and where do the best opportunities lie? 
  • What are the implications of rising debt levels and easing terms for private equity?
09:40 - 10:10 30 mins
Info
Real Assets Summit
Real assets “best ideas” debate: which asset classes, investment strategies and geographies will lead the markets and why?
  • Panellists Gary R. Petersen - Managing Partner & Founder, EnCap Investments, L.P.
  • Abigail Rayner - Vice President, HarbourVest Partners
  • Which real assets opportunities are most appealing? 
  • To what extent will loan origination become harder and deal funding less certain?
09:45 - 10:15 30 mins
Info
Disruption and Innovation Summit
Venture capital in lands of opportunity: emerging and frontier markets
  • Noor Sweid - General Partner, Global Ventures

How do macro disrupters interact with technological innovation and what does this mean for private capital?

09:45 - 10:15 30 mins
Info
Private Debt Summit
Capital deployment in the current environment
  • Moderator Frédéric Nadal - Chief Executive Officer, MV Credit
  • Panellists Benoit Durteste - Chief Investment Officer & Chief Executive Officer, Intermediate Capital Group
  • Jaime Prieto - Co-Founder and Managing Partner, Kartesia
  • Klaus Petersen - Partner, Apera Capital

Maintaining the optimum balance between strong deal flow and quality of returns: 

  • What about rising interest rates?
  • What strategies and regions provide outsized returns today? Is competition pushing managers to take on more risk than they should? How can managers outperform competition?
09:55 - 10:35 40 mins
Info
ESG Summit
How do you ensure management buy-in for ESG?
  • Panellists Ignacio Sarria - Managing Director, New Mountain Capital
  • Sophie Flak - CSR & Digital Director, Eurazeo

Which managers are genuinely integrating ESG into a private equity strategy? How can ESG form part of the core investment DNA and value creation process?

10:10 - 10:45 35 mins
Info
German Private Equity Summit
LP perspectives: seeking closer GP relationships
  • Moderator Dörte Höppner - COO Riverside Europe, The Riverside Company
  • Panellists Wendelin Thönes - Director, Private Equity, Allianz Capital Partners
  • Maria Sanz Garcia - Partner, YIELCO Investments
  • Verena Kempe - Co-Head, Private Equity, Feri Trust
  • Heiko Bensch - Senior Portfolio Manager, Alternative Investments, Talanx Asset Management
  • To what extent are German investors moving away from the fund of funds approach and going more directly into funds? 
  • How successful is the co-investment model and how should investors strike the right balance between direct, secondary and fund commitments?
10:10 - 10:30 20 mins
Info
Real Assets Summit
Investment opportunities in changing energy markets
  • Alex Brierley - Co-Head of Renewable Energy, Octopus Energy Investments

What do investors need to know, what should we expect, and what technologies will be required?

10:15 - 10:45 30 mins
Info
Disruption and Innovation Summit
How is the digital age effecting private equity strategies?
  • Moderator Dirk Holz - Director, RBC Investor & Treasury Service
  • Panellists Jack Sibley - Innovation and Technology Strategist, TH Real Estate
  • Myles Milston - CEO, Globacap

Technology is continuing to penetrate private equity and other private capital fund models which is affecting how both the investor and GPs access capital and data – market and operational.  This panel will discuss how technology is influencing traditional investment allocation across private capital asset classes and operating business models to compete.

10:15 - 10:45 30 mins
Info
Private Debt Summit
Effects of the private credit glut: has Europe’s direct lending market reached saturation point?
  • Moderator Taj Sidhu - Managing Director, Carlyle Credit Opportunities Fund
  • Panellists Blair Jacobson - Partner, Co-Head of European Credit, Ares Management LLC
  • James Greenwood - CEO, Permira Debt Managers
  • Graeme Delaney-Smith - Managing Director, Alcentra
  • Is the European private credit market ripe for consolidation? 
  • Will the record numbers of firms entering the market make a shake-out inevitable, as big players continue to secure investments and hoover up capital while smaller operators struggle to eke out a niche?
10:30 - 11:00 30 mins
Info
Real Assets Summit
What is the current state of play in renewables?
  • Moderator Steve Hellman - Managing Partner, Mobility Impact Partners
  • Panellists Mortimer Menzel - Partner, Augusta & Co
  • Scott Brown - Founder & CEO, New Energy Capital
  • Antonio Guinea - Managing Director of Altamar Infrastructure, Altamar Capital Partner
  • Chris Gaydon - Investment Director, Octopus Energy Investments

Analysing global investment trends in the renewables sector: where is the smart money going, and what are the hottest sectors within renewables? Exploring the best strategies in deploying capital. How do you compare opportunities between developed markets and emerging markets?

10:35 - 11:15 40 mins
ESG Summit
Morning coffee and networking break
10:45 - 11:15 30 mins
Disruption and Innovation Summit
Morning coffee and networking break
10:45 - 11:15 30 mins
German Private Equity Summit
Morning coffee and networking break
10:45 - 11:15 30 mins
Private Debt Summit
Morning coffee and networking break
11:00 - 11:30 30 mins
Real Assets Summit
Morning coffee and networking break
11:15 - 11:45 30 mins
Info
Disruption and Innovation Summit
AI is for trading what fire was for the cave men
  • Peter Niedereichholz - Chairman of the Board, Co-Founder, Epoque Plus AG

Exploring how artificial intelligence has become the game changer in trading by redefining risk and returns

11:15 - 11:45 30 mins
German Private Equity Summit
How to strengthen European capital markets?
  • Jörg Rocholl - President, EY Chair in Governance & Compliance, ESMT Berlin
11:15 - 11:40 25 mins
Info
Private Debt Summit
US vs Europe - different sides of the same coin
  • Panellists Symon Drake-Brockman - Managing Partner, Pemberton Asset Management
  • Tom Newberry - Partner, Head of Private Credit Funds and Senior Portfolio Manager, CVC Credit Partners

How much overlap exist between the two markets in terms of credit risk, underwriting standards, terms? Where can investors find best value now and going forward? What do the two markets provide in terms of diversification benefits and is a global approach the future of the asset class?

11:15 - 11:50 35 mins
Info
ESG Summit
Does ESG add or destroy value?
  • Moderator Maarten Biermans - Head of ESG Policy, Rabobank
  • Panellists Ethan Levine - Managing Director & Co-Head of Natural Resources, Commonfund Capital
  • Peter Grubstein - Founder & Managing Director, NGEN

To what extent does ESG integration significantly improve risk adjusted portfolio returns? How does applying an ESG lens to the investing process help manage risk?

11:30 - 12:10 40 mins
Info
Real Assets Summit
Co-investments and direct investments
  • Moderator Albert Huddleston - Partner and CEO, Aethon Energy
  • Panellists Ralph Berg - Global Head of Infrastructure, OMERS
  • Christoph Manser - Head of Infrastructure Investments, Swiss Life Asset Managers
  • Tara Davies - Member and Head of European Infrastructure, KKR
  • Surinder Toor - Partner, Arjun Infrastructure Partners (AIF)
  • Recep Kendircioglu - Senior Managing Director, Bong & Corporate Finance Group, John Hancock
  • What are the effects of heavy competition in core assets as more investors transition to direct investments? 
  • How are platforms and partnerships allowing investors to acquire direct expertise?
11:40 - 12:10 30 mins
Info
Private Debt Summit
Predictions on the performance of the asset class over the next 12 months
  • Moderator Tod Trabocco - Managing Director, Credit Investment Group, Cambridge Associates
  • Panellists Mark Jenkins - Head of Global Credit Management, The Carlyle Group
  • Alan Schrager - Portfolio Manager & Senior Partner, Oak Hill Advisors
  • Michael Ewald - Managing Director, Bain Capital Credit
  • What are dry powder deployment expectations? 
  • Which strategies will over and under-perform and why? 
  • Are the large players becoming increasingly like banks, what does this mean for investors, and how can investors protect themselves if economic conditions worsen?
11:45 - 12:15 30 mins
Disruption and Innovation Summit
“GPs Only Restructure Bad Funds” and other secondary market myths
  • Moderator Richard Hope - Managing Director, Hamilton Lane
  • Panellists Ravi Viswanathan - General Partner, NEA
11:45 - 12:25 40 mins
Info
German Private Equity Summit
Update on Mittelstand
  • Moderator Daniel Schmidt - CEO & Managing Partner, CEPRES
  • Panellists Hermann Dambach - Managing Director, Oaktree Capital Management
  • Nick Money-Kyrle - Founding Partner, Steadfast Capital
  • Ulf von Haacke - Partner, Managing Director, Head of Industrial, 3i
  • Matthias Wilcken - Partner, Gilde Buyout Partners AG
  • Rolf Scheffels - Member of the Board of Management., DBAG
  • Is the younger generation of founders and entrepreneurs in the German Mittelstand finally accepting private equity as a source of financing? 
  • Will there be a wave of transactions in the imminent future and how can firms be best positioned to take advantage?
11:50 - 12:30 40 mins
Info
ESG Summit
How to measure the depth of a manager’s commitment to ESG investing principles

An explanation of the four-factor model

12:10 - 12:40 30 mins
Info
Private Debt Summit
Update on financing mid market deals
  • Moderator Theodore Koenig - President & CEO, Monroe Capital
  • Panellists Paolo Pendenza - Head of Private Debt, EQUITA SIM S.p.A
  • Steven Ruby - Managing Director, Private Credit, Audax Group
  • Rafal Lis - Managing Partner, CVI
  • How can mid market players find an attractive niche to stand out in the competitive environment? 
  • What new products, regions and strategies are being developed and which offer the best risk-adjusted returns in the current competitive environment and why? 
  • Will more firms lend to companies not backed by private equity in the future?
12:10 - 12:40 30 mins
Real Assets Summit
Opportunities in a Changing Energy Landscape
  • Gregory Beard - Global Head of Natural Resources, Apollo Global Management
12:15 - 12:45 30 mins
Info
Disruption and Innovation Summit
Keynote Address: A new investment approach for a new investment era: seeking excellence in deep tech/deep science investing
  • Alice Newcombe-Ellis - Founding & Managing Partner, Ahren Innovation Capital
  • Will the best investment firms of the future be those not only investing in disruptive companies, but also disrupting the investment industry?
12:25 - 12:55 30 mins
Info
German Private Equity Summit
Getting creative in the German market
  • Moderator Susanne von Gültlingen - Managing Director, Head of Private Equity Asset Management, Siemens Private Equity Asset Management
  • Panellists Michael Petersen - Managing Partner, Cross Equity Partners
  • Andreas Bohn - Co-CEO & Managing Partner, SwanCap Partners
  • Andreas Fendel - Co-Founder and Managing Partner, Quadriga Capital
  • Christoph Kauter - Founder & Managing Partner, Beyond Capital Partners GmbH
  • Klaus Maurer - Partner, Silverfleet Capital

How do successful GPs generate proprietary deal flow? Examining the growing trend for innovative buy and build models and minority deals with entrepreneurs

12:30 - 14:00 90 mins
ESG Summit
Networking Lunch Break and LP only Lunch
12:40 - 13:10 30 mins
Info
Private Debt Summit
Private debt vs private equity
  • Panellists Ludo Mackenzie - Head of Commerical Property, Octopus Property
  • Charles Harper - Managing Director, Portfolio Advisors
  • Jakob Lindquist - Co-Managing Partner, Investment Professional & ICC Member, CORDET Capital Partners

Will banks continue to lose market share to non-bank lenders?  How have debt funds changed the property industry?

12:40 - 13:10 30 mins
Info
Real Assets Summit
LP strategies for 2019: what are the drivers of investor interest in real assets and where will they be putting their capital to work?
  • Panellists Dominik von Scheven - Senior Investment Manager, HSBC Alternative Investments
  • Andrea Echberg - Partner, Head of European Infrastructure and Real Assets, Pantheon
  • Struan Fairbairn - Chief Risk Officer, Lothian Pension Funds
  • Laurence Monnier - Head of Strategy and Research, Alternative Income, Aviva Investors
  • LP considerations when constructing an optimum real asset portfolio: what are the best strategies, geographies, sectors and property types? 
  • Are pure-play or diversified funds a better fit for your portfolio? Are LPs bullish on private equity infrastructure and real estate as a long-term investment or are we nearing the top of the market cycle?
12:45 - 14:30 105 mins
Info
Disruption and Innovation Summit
Networking lunch break and LP only lunch

13:00-14:00 -LP Only Lunch

12:55 - 14:20 85 mins
Info
German Private Equity Summit
Networking lunch break and LP only lunch

13:00-14:00-LP Only Lunch

13:10 - 14:05 55 mins
Info
Private Debt Summit
Networking lunch break and LP only lunch

13:00-14:00 -LP Only Lunch

13:10 - 14:10 60 mins
Info
Real Assets Summit
Networking lunch break and LP only lunch

13:00-14:00-LP Only Lunch

14:00 - 14:30 30 mins
Info
ESG Summit
LP perspectives: ESG criteria in selection process and ESG monitoring
  • Panellist Kathleen Bacon - Managing Director, HarbourVest Partners
  • Ana Lei Ortiz - Managing Director, Hamilton Lane
  • Silva Deželan - Director, Sustainability, Private Equity, Robeco

How important is it for LPs to incorporate sustainability metrics into investment analysis, decision-making and monitoring?

How have LP expectations evolved over the past ten years and how do expectations vary dependent on the size and location of the LP? What is the role of ESG in fundraising?

14:05 - 14:10 5 mins
Private Debt Summit
Afternoon Chair
  • Chair Benjamin Harrild - Partner – Private Debt Group, BlueBay Asset Management
14:10 - 14:40 30 mins
Info
Private Debt Summit
What are the pros and cons of lending to non-sponsor companies compared to sponsored lending?
  • Moderator Darius Mozaffian - Co-President, White Oak
  • Panellists Paul Shea - Co-Founder & Managing Partner, Beechbrook Capital
  • Sengal Selassie - Co-Founder & Managing Partner, Brightwood Capital Advisors
  • Nael Khatoun - Managing Director & Co-Portfolio Manager, Oaktree Capital Management
  • Timo Hara - Partner, Certior Capital
  • What are the benefits of “pure play” sponsorless lending funds for LPs? 
  • What is holding back direct lending funds from scaling up their direct corporate lending activity?
  •  How can the direct lending market break out of the private equity trench and start to connect meaningfully with small and mid-sized companies?
14:10 - 14:40 30 mins
Info
Real Assets Summit
Benchmarking private infrastructure performance
  • Sarah Tame - Associate Director, EDHEC Infrastructure Institute

Challenges of benchmarking with a relative lack of vintage year comparison data

14:20 - 14:25 5 mins
German Private Equity Summit
Afternoon Chair
  • Chair Daniel Schmidt - CEO & Managing Partner, CEPRES
14:25 - 14:55 30 mins
Info
German Private Equity Summit
How are LP allocations and commitment levels to German PE likely to evolve over the next two years?
  • Moderator Philippe Roesch - Founding Managing Partner, RIAM Alternative Investments
  • Panellists Marc Brugger - Managing Director , LFPE
  • Alex Barker - Principal, HarbourVest Partners
  • Martina Schliemann - Principal, Hamilton Lane
  • Sven Berthold - Managing Director, Atrum Investment

Why are LPs increasing (or decreasing) their commitments to the German market, which strategies are LPs likely to expand their commitments to and to what extent do investors take ESG impact into account when making investment decisions?

14:30 - 15:00 30 mins
Info
Disruption and Innovation Summit
LP innovation and syndication – what will the LP of the future look like?
  • Panellists Alex Bangash - Founder & Chairman, Trusted Insight Inc
  • Zaid Al-Qaimi - Chief Investment Officer, Kimera Group
  • Andrew Brown - Head of Private Equity Research, Willis Towers Watson
  • How can LPs find new opportunities together and evolve a collaborative model in both private and public markets?
  • How realistic is the argument for larger LPs to syndicate together instead of bidding against each other to create a more efficient business model?
14:30 - 15:00 30 mins
Info
ESG Summit
Organisational culture and ESG
  • Adam Black - Head of ESG & Sustainability, Coller Capital

Walking the talk: the importance of visible leadership

14:40 - 15:10 30 mins
Info
Private Debt Summit
LP perspectives on allocation to private debt
  • Moderator Börge Grauel - Partner & Co-head of Private Debt, YIELCO Investments AG
  • Panellists John Bohill - Partner, StepStone Global
  • Christoph Gort - Managing Partner, Siglo Capital Advisors
  • Luis Mayans - Vice President and Head of Private Debt, Europe, CDPQ

Assessing the returns for long term direct lending programmes: 

  • What growth have LPs seen, how has increased leverage affected pricing? 
  • Will supply and demand compress the arbitrage? 
  • Are we nearly at the top of the credit cycle? If so, does private debt continue to look attractive to investors and why?
  • What effect will market volatility, interest rate increases and increased competition for deals have on investor sentiment?
14:40 - 14:55 15 mins
Info
Real Assets Summit
The shifting energy landscape: how is technology revolutionising the energy sector?
  • Tom Murley - Founder & Principal Consultant, Two Lights Energy Advisors

Examining how technology is driving the confluence of cost and sustainability to provide new investment models and market opportunities

14:55 - 15:25 30 mins
Info
German Private Equity Summit
What is the latest update on regulation?
  • Patricia Volhard - Partner, Debevoise & Plimpton

The demand for greater transparency from the German investor community as LPs diversify into private debt, infrastructure and increase their activity in secondaries and GPs lead more restructurings.

14:55 - 15:40 45 mins
Info
Real Assets Summit
Technology in the energy sector: what is its impact
  • Moderator Tom Murley - Founder & Principal Consultant, Two Lights Energy Advisors
  • Panellists Ethan Levine - Managing Director & Co-Head of Natural Resources, Commonfund Capital
  • Art Robinson - Managing Director, Longbow Capital
  • Tushar Kumar - Partner, Investment and Portfolio Management, Kerogen Capital
  • Luigi Pettinicchio - CEO, Asper Investment Management
  • Alex O'Cinneide - Founder & CEO, Gore Street Capital

Where do the best opportunities lie for investors and what are the risks in this new and dynamic world?

15:00 - 15:30 30 mins
Info
Disruption and Innovation Summit
Emerging rapid growth for longer-term private equity strategies
  • Moderator Sarah Syed - European Private Equity Correspondent, Bloomberg News
  • Panellists Tyler Zachem - Co-Head of Carlyle General Partners, The Carlyle Group
  • Lorne Somerville - Managing Partner, CVC Capital Partners

How is this market best defined and what are its key characteristics? Why has there been significant growth in longer term strategies? Are longer term funds complementary to traditional PE and if so how & why?What kind of long term strategies are working? What has contributed to their success?How are LPs responding to longer term funds and looking at them from an asset allocation perspective ? Where do long term funds go from here?

15:00 - 15:30 30 mins
Info
ESG Summit
Generating social and environmental impact as well as financial returns
  • Moderator Justin Kusinskis - Partner, Caledon Capital
  • Panellists Viviana Occhionorelli - ESG Director, Astorg Partners
  • Cornelia Gomez - Head of ESG and Sustainability, PAI Partners
  • Morten Welo - Partner & COO/IR, FSN Capital
  • Stanislas De Joussineau - Director, Private Equity & Global Impact, KKR

How can institutional asset owners deepen their engagement with, the impact investing market in order to develop their impact portfolios?

15:10 - 15:40 30 mins
Info
Private Debt Summit
Specialised credit strategies
  • Moderator Jens Ernberg - Managing Director and Co-Head of Private Credit, Capital Dynamics
  • Panellists Anthony Robertson - Managing Partner & CIO, Cheyne Strategic Value Credit
  • James Athanasoulas - Managing Director, HarbourVest Partners
  • Olya Klüppel - Partner, Global Growth Capital

As generalist / corporate private debt strategies mature and see more competition, credit strategies have increasingly specialized in order to differentiate themselves.

How does this differentiation lead to higher returns, and is the accompanying loss in diversification a concern?

15:25 - 15:55 30 mins
German Private Equity Summit
Afternoon refreshments and networking break
15:30 - 16:00 30 mins
Info
Disruption and Innovation Summit
Blockchain: disrupting the private equity model
  • Moderator David Fauchier - CEO/CIO, Cambrial Capital

Examining the opportunities for deal execution, fundraising and investor relations:

  • Can blockchain lower transaction costs, increase access to capital markets globally, and enhance security throughout the whole transaction process?
15:30 - 16:00 30 mins
ESG Summit
Afternoon refreshments and networking break
15:40 - 16:10 30 mins
Info
Private Debt Summit
How are institutional investors’ understanding of private debt as an asset class evolving?
  • Moderator James Newsome - Managing Partner, Arbour Partners
  • Panellists Patrick Suchy - Director, Alternative Investments, HSBC Global Markets, Germany
  • Ingrid Neitsch - Head of Strategic Credit, Aberdeen Standard Investments
  • Sebastian Schroff - Global Head of Private Debt, Allianz Investment Management
  • How are investors building the capabilities and resources to maximise the effectiveness of their allocation to private debt? 
  • What are LPs’ biggest concerns when they seek to allocate?  
  • What credit strategies are most appealing, what are their return expectations and are they favouring single lender or multi lender strategies?
15:40 - 16:10 30 mins
Real Assets Summit
Afternoon refreshments and networking break
15:55 - 16:25 30 mins
Info
German Private Equity Summit
Benchmarking the German Tech/VC scene in a European context
  • Moderator Bjorn Tremmerie - Head ICT and Business Angel Investments, European Investment Fund (EIF)
  • Panellists Rainer Maerkle - General Partner, HV Holtzbrinck Ventures
  • Anton Waitz - Partner, Project A
  • Daniel Glasner - Founding Partner, Cherry Ventures
  • Oscar Jazdowski - Co-Head, Silicon Valley Bank, Germany
  • How is the VC ecosystem evolving in Germany and what does this mean for investors? 
  • What themes will deliver the most exciting returns over the next few years?
16:00 - 16:30 30 mins
Disruption and Innovation Summit
Afternoon refreshments and networking break
16:00 - 16:30 30 mins
Info
ESG Summit
ESG due diligence & traditional due diligence: should they be combined or a separate process?
  • Panellists Jeremy Lytle - Partner, ECI Partners

To what extent does the depth and quality vary? What should you outsource?

16:10 - 16:30 20 mins
Private Debt Summit
Afternoon refreshments and networking break
16:10 - 16:40 30 mins
Real Assets Summit
Data Presentation
  • Mark O'Hare - Founder, Preqin
16:25 - 16:55 30 mins
Info
German Private Equity Summit
Raised ambitions in the German fundraising market: hitting the hard caps
  • Moderator Björn Waltmans - Vice President, Wilshire Private Markets
  • Panellists Britta Lindhorst - Managing Director, Head of European Investments, HQ Capital
  • Alexander Krater - Partner, Palladio Partners
  • Torsten Krumm - Managing Partner, HQ Equita
  • Jörg Goschin - Co-CEO and Senior Managing Director, KfW Capital
  • What are the reasons behind smaller funds raising more and doing it more quickly?
  • How should LPs select their investments when faced with so much market liquidity?
16:30 - 17:00 30 mins
Info
Disruption and Innovation Summit
Assessing current and future portfolio companies from a digital perspective: how can digital advances create value?
  • Moderator George Danner - President, Business Laboratory
  • Panellists Mike Rebeiro - Senior Adviser and Head of Digital and Innovation, Macfarlanes LLP
  • Raj Ganguly - Co-Founder & General Partner, B Capital Group
  • Jonathan Saacks - Founder, F2 Capital

Incorporating digital's impact into the due diligence process: Understanding how potential portfolio companies are poised to manage digital disruption, from marketing, sales and customer care to intellectual property, data and security requirements, in order to fully calculate your risk and opportunity and enhance your portfolio company returns.

16:30 - 17:00 30 mins
Info
Private Debt Summit
Technology and innovations in income strategies
  • Moderator Heinz Blennemann - Principal, Blennemann Family Investments
  • Panellists Michael Weinmann - Partner, CRG LP
  • Richard Fitzgerald - Co-Founder & Managing Partner, CapitalSpring
  • Gabriella Kindert - Head of Alternative Credit, NN Investment Partners
  • Jamie Ford - President of Credit & Public Equity, Vista Equity Partners
  • What are the new tech trends predicted to disrupt global markets as we know them? 
  • How can forward thinking lenders harness these trends for their own advantage?
16:30 - 17:00 30 mins
Info
ESG Summit
Impact- and SDG- investing in private equity

How is it different from the regular deals? What are the additional reporting requirements?

16:40 - 17:10 30 mins
Info
Real Assets Summit
Infrastructure debt: frothy but still a strong asset class?
  • Moderator Claus Fintzen - Chief Investment Officer, Infrastructure Debt, Allianz Global Investors GmbH
  • Panellists Tim Cable - Senior Partner, Vantage Infrastructure
  • Roopa Murthy - Principal Infrastructure Debt, AMP Capital

Assessing the merits of debt funds and the reason for their appeal to investors: 

  • What is the outlook for pricing and supply, what does the next generation of debt products look like?
16:55 - 17:00 5 mins
German Private Equity Summit
Chair’s closing remarks
17:00 - 17:30 30 mins
Info
Disruption and Innovation Summit
Technology - disruption within the supply chain
  • Moderator Heinz Blennemann - Principal, Blennemann Family Investments
  • Panellists Udayan Goyal - Co-founder & Managing Partner, Apis Partners
  • Alastair Cooper - Head of Early Stage Investments, ADM Capital
  • Tyson Woeste - Venture Partner, Fifth Wall Ventures
  • Joe Giannamore - CEO & CIO, AnaCap

When new technology meets old industries, technology becomes a game changer, disintermediating incumbents in supply chains and disrupting traditional value chains. 

How is private capital achieving these transformations, partnering with strategics and building ecosystems?

17:00 - 18:55 115 mins
Info
German Private Equity Summit
Summit networking drinks reception
17:00 - 17:30 30 mins
Info
Private Debt Summit
How to best strategically access private real estate credit
  • Panellists William Lindsay - Partner, PCCP
  • Jamie Henderson - Partner, Head of Real Estate Debt, Ares Management LLC
  • Mikko Syrjänen - Co-Head Real Assets, Man GPM
  • Jocelyn Friel - Managing Director, PGIM

Discussing the private real estate credit markets as a whole and ways in which investors can access the asset class – i.e. public mortgage REITs, closed-end funds, open-end funds, SMAs.

17:00 - 17:05 5 mins
Info
ESG Summit
Chair’s closing remarks

Close of Summit Day

17:05 - 19:00 115 mins
Info
ESG Summit
Summit Networking Drinks Reception
17:10 - 17:40 30 mins
Info
Real Assets Summit
Opportunities in power
  • Panellists Waleed Elgohary - Senior Principal, Energy & Resources I Real Assets, CPPIB
  • Grant Davis - Managing Partner, Infra-Energy Capital Advisors
  • Verena Kempe - Co-Head, Private Equity, Feri Trust

Comparing and contrasting opportunities in power versus oil and gas

17:30 - 17:35 5 mins
Disruption and Innovation Summit
Chair’s closing remarks
17:30 - 18:00 30 mins
Info
Private Debt Summit
Direct lending 2.0: how credible as a long-term competitor are peer-peer lending platforms?
  • Moderator James Newsome - Managing Partner, Arbour Partners
  • Panellists Tuomo Halttunen - Head of Private Debt, Indirect Real Estate and Real Estate Finance, LocalTapiola General and Life

Assessing the advantages of market place lenders in comparison to sponsorless credit. 

  • When should LPs consider using these SME platforms and what benefits do they offer?
17:35 - 19:00 85 mins
Info
Disruption and Innovation Summit
Summit networking drinks reception

NB entry strictly restricted to SuperReturn conference badge holders only

17:40 - 17:45 5 mins
Info
Real Assets Summit
Chairman’s closing remarks

Close of Summit Day

17:45 - 19:10 85 mins
Info
Real Assets Summit
Summit networking drinks reception

NB entry strictly restricted to SuperReturn conference badge holders only

18:00 - 18:05 5 mins
Private Debt Summit
Chair’s closing remarks
18:05 - 19:00 55 mins
Info
Private Debt Summit
Summit networking drinks reception

NB entry strictly restricted to SuperReturn conference badge holders only