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Informa
Key Sessions

Gregory Beard

Opportunities in a Changing Energy Landscape

Apollo Global Management

Feb 26
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Showing of Streams
08:15 - 08:45 30 mins
Private Debt Summit
Registration and welcome coffee
08:20 - 08:55 35 mins
Disruption and Innovation Summit
Registration and welcome coffee
08:40 - 09:10 30 mins
German Private Equity Summit
Registration and welcome coffee
08:40 - 09:10 30 mins
Real Assets Summit
Registration and welcome coffee
08:40 - 09:10 30 mins
Integrating ESG into Private Equity
Registration and welcome coffee
08:45 - 08:50 5 mins
Private Debt Summit
Chair’s welcome
  • Chair Anthony Fobel - Managing Partner, Head of Private Debt, BlueBay Asset Management
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

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

09:10 - 09:15 5 mins
German Private Equity Summit
Chair’s welcome address
09:10 - 09:15 5 mins
Real Assets Summit
Chair’s welcome
09:10 - 09:15 5 mins
Integrating ESG into Private Equity
Chair’s welcome address
09:15 - 09:45 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

09:15 - 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
  • Susan Kasser - Co-Head of Private Credit and Managing Director, 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 - 09:45 30 mins
Real Assets Summit
2019 global outlook for real assets: where is the smart money heading?
09:15 - 09:55 40 mins
Info
Integrating ESG into Private Equity
ESG’s growing influence: Is a mind-shift taking place in the private equity industry?

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

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
German Private Equity Summit
What’s next for the German private equity market?
  • Moderator Justin von Simson - Managing Partner, Hg Capital
  • 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?
09:45 - 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

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?
09:45 - 10:45 60 mins
Info
Real Assets Summit
Real assets “best ideas” debate: which asset classes, investment strategies and geographies will lead the markets and why?
  • Which real assets opportunities are most appealing? 
  • To what extent will loan origination become harder and deal funding less certain?
09:55 - 10:35 40 mins
Info
Integrating ESG into Private Equity
How Do You Ensure Management Buy-In for ESG?

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?

10:15 - 10:45 30 mins
Info
Disruption and Innovation Summit
Developing comprehensive digital strategies to create value and maximise returns: What’s your own business strategy in a digital world?

Considering the impact of digital disruption on your own operations: privacy concerns, cybersecurity threats and investor demands, and addressing your digital ecosystem to future-proof your enterprise. How can you make your firm more agile?

10:15 - 11:00 45 mins
Info
German Private Equity Summit
LP perspectives: seeking closer GP relationships
  • Panellists Wendelin Thönes - Director, Private Equity, Allianz Capital Partners
  • Maria Sanz - Partner, YIELCO Investments
  • Verena Kempe - Director, Private Equity, Feri Trust
  • 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?
10:15 - 10:45 30 mins
Info
Private Debt Summit
Effects of the private credit glut: has Europe’s direct lending market reached saturation point?
  • Panellists Blair Jacobson - Partner, Co-Head of European Credit, Ares Management LLC
  • James Greenwood - CEO, Permira Debt Managers
  • 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?
10:35 - 11:15 40 mins
Integrating ESG into Private Equity
Morning Coffee
10:45 - 11:15 30 mins
Disruption and Innovation Summit
Morning coffee and networking break
10:45 - 11:15 30 mins
Private Debt Summit
Morning coffee and networking break
10:45 - 11:15 30 mins
Real Assets Summit
Morning coffee and networking break
11:00 - 11:30 30 mins
German Private Equity 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 - Board of Directors, Epoque Plus AG

Exploring how Artificial Intelligence has become the game changer in trading by redefining risk and returns

11:15 - 11:40 25 mins
Private Debt Summit
Solo Presentation
11:15 - 11:45 30 mins
Info
Real Assets Summit
Co-investments and direct investments
  • Panellists Ralph Berg - Global Head of Infrastructure, OMERS
  • Christoph Manser - Head of Infrastructure Investments, Swiss Life Asset Managers
  • 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?
11:15 - 11:50 35 mins
Info
Integrating ESG into Private Equity
Can ESG Add Alpha?

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 - 12:00 30 mins
Info
German Private Equity Summit
Update on Mittlestand
  • Panellists Hermann Dambach - Managing Director, Oaktree Capital Management
  • Is the younger generation of founders and entrepreneurs in the German Mittlestand 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?
11:40 - 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, Oakhill 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
Info
Disruption and Innovation Summit
The new generation of robots

Building a new generation of smart, collaborative robots that can build infrastructure, do mining and several other industrial tasks all with the same platform: 

  • But how do we design new approaches to learning and education so that workers have the resources to evolve alongside technology?
11:45 - 12:15 30 mins
Real Assets Summit
Opportunities in a Changing Energy Landscape
  • Gregory Beard - Global Head of Natural Resources, Apollo Global Management
11:50 - 12:30 40 mins
Info
Integrating ESG into Private Equity
How to measure the depth of a manager’s commitment to ESG investing principles

An explanation of the four-factor model

12:00 - 12:30 30 mins
Info
German Private Equity Summit
Getting creative in the German market
  • Panellists Michael Petersen - Managing Partner, Cross Equity Partners

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

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
  • 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?
12:15 - 12:45 30 mins
Info
Disruption and Innovation Summit
Investment opportunities in AI: transforming the future?

How can investors benefit from the technology and knowledge advancement of AI?

12:15 - 12:45 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 Waleed Elgohary - Senior Principal, Energy & Resources I Real Assets, CPPIB
  • Dominik von Scheven - Senior Investment Manager, HSBC Alternative Investments
  • Andrea Echberg - Partner, Head of European Infrastructure and Real Assets, Pantheon
  • 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?
12:30 - 13:00 30 mins
Info
German Private Equity Summit
Why Germany is the hottest European opportunity

Assessing liquidity possibilities in the German market: re-capping, open IPO market, international buyers, including US and China, a sophisticated M&A advisor market and less elevated prices than UK. Is German private equity keeping up with demand from the global LP community?

12:30 - 14:00 90 mins
Integrating ESG into Private Equity
Networking Lunch Break and LP only Lunch
12:40 - 13:10 30 mins
Info
Private Debt Summit
LP perspectives on allocation to private debt
  • Panellists John Bohill - Partner, StepStone Global
  • Christoph Gort - Managing Partner, Siglo Capital Advisors

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?
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

12:45 - 13:45 60 mins
Info
Real Assets Summit
Networking lunch break and LP only lunch

13:00-14:00-LP Only Lunch

13:00 - 13:55 55 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

13:45 - 14:15 30 mins
Info
Real Assets Summit
Data presentation: benchmarking private infrastructure performance
  • Sarah Tame - Associate Director, EDHEC Infrastructure Institute

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

13:55 - 14:00 5 mins
German Private Equity Summit
Afternoon Chair
14:00 - 14:30 30 mins
Info
German Private Equity Summit
Latest on ESG: integrating sustainability in investments

Promoting the integration of ESG aspects into the investment process and risk management:

  • How have the latest European Commission initiatives affected the industry?
14:00 - 14:40 40 mins
Info
Integrating ESG into Private Equity
LP Views: do responsible investments create value for investors?

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

How have LP expectations evolved over the past ten years and how do expectations vary dependant 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
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, European Principal Group , Oaktree Capital Management
  • 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?
14:15 - 14:30 15 mins
Info
Real Assets Summit
The shifting energy landscape: How is technology revolutionising the energy sector?

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

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
  • 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
German Private Equity Summit
Regulation panel

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. What is the latest update on regulation?

14:30 - 15:15 45 mins
Info
Real Assets Summit
Digitalisation of the energy sector: What does this mean for infrastructure investing?
  • Panellists Ethan Levine - Managing Director & Co-Head of Natural Resources, Commonfund Capital

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

14:40 - 15:10 30 mins
Info
Private Debt Summit
How are institutional investors’ understanding of private debt as an asset class evolving?
  • Panellists Patrick Suchy - Director, Alternative Investments, HSBC Global Markets, Germany
  • Ingrid Neitsch - Head of Strategic Credit, Aberdeen Standard Investments
  • 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?
14:40 - 15:20 40 mins
Info
Integrating ESG into Private Equity
Organisational culture and ESG
  • Adam Black - Head of ESG & Sustainability, Coller Capital

Walking the talk: the importance of visible leadership

15:00 - 15:30 30 mins
Info
Disruption and Innovation Summit
The changing face of investors in private equity

Creative strategies for innovating your business model to appeal to new investor bases: Assessing innovation in private wealth, DC, super-long term fund structures, liquidity demands.

15:00 - 15:30 30 mins
Info
German Private Equity Summit
LP outlook
  • To what extent are domestic investors increasing their allocations to private equity, what are the reasons for this and how can GPs gain access to local LPs? 
  • Is the inherent conservatism in the market being tempered,and what opportunities will this provide in the future?
15:10 - 15:40 30 mins
Info
Private Debt Summit
Specialised Credit Strategies

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?

15:15 - 15:45 30 mins
Real Assets Summit
Afternoon refreshments and networking break
15:20 - 16:00 40 mins
Integrating ESG into Private Equity
Afternoon Tea
15:30 - 16:00 30 mins
Info
Disruption and Innovation Summit
Technology – a new world for GPs and investors
  • 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

Investing in the global game-changers that are reinventing a diverse range of products and providing new value for businesses across the globe: 

  • What current and predicted technological advances are posing the greatest disruption and how can investors take advantage?
15:30 - 16:00 30 mins
German Private Equity Summit
Afternoon refreshments and networking break
15:40 - 16:10 30 mins
Private Debt Summit
Afternoon refreshments and networking break
15:45 - 16:15 30 mins
Info
Real Assets Summit
What is the current state of play in renewables?
  • Panellists Verena Kempe - Director, Private Equity, Feri Trust
  • Mortimer Menzel - Partner, Augusta & Co
  • Scott Brown - Founder & CEO, New Energy Capital

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?

16:00 - 16:30 30 mins
Disruption and Innovation Summit
Afternoon refreshments and networking break
16:00 - 16:30 30 mins
Info
German Private Equity Summit
Benchmarking the German Tech/VC scene in a European context
  • 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
Info
Integrating ESG into Private Equity
ESG due diligence & traditional due diligence: should they be combined or a separate process?

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

16:10 - 16:40 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?
16:15 - 16:45 30 mins
Info
Real Assets Summit
Infrastructure debt: frothy but still a strong asset class?

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?
16:30 - 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?
  • Panellists Mike Rebeiro - Senior Adviser and Head of Digital and Innovation, Macfarlanes LLP

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
German Private Equity Summit
Growing infrastructure opportunities in Germany

Assessing the best infrastructure opportunities in the German market: Is there a blurring of distinctions between infrastructure and private equity assets and how should LPs spread their allocations?

16:30 - 17:00 30 mins
Info
Integrating ESG into Private Equity
Impact investing and ESG

Where do you draw the line or should we?

16:40 - 17:10 30 mins
Info
Private Debt Summit
Current appetite for co-investments in private debt

Examining the attractiveness of using co investments in private debt for both LP and GPs

16:45 - 17:15 30 mins
Info
Real Assets Summit
Opportunities in power

Comparing and contrasting opportunities in power versus oil and gas

17:00 - 17:30 30 mins
Info
Disruption and Innovation Summit
Blockchain: disrupting the private equity model

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?
17:00 - 17:30 30 mins
Info
German Private Equity Summit
Raised ambitions in the German fundraising market: hitting the hard caps
  • 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?
17:00 - 17:05 5 mins
Info
Integrating ESG into Private Equity
Chair’s closing remarks

Close of Summit Day

17:05 - 19:00 115 mins
Integrating ESG into Private Equity
Summit Networking Drinks Reception
17:10 - 17:40 30 mins
Info
Private Debt Summit
Direct lending 2.0: how credible as a long-term competitor are peer to peer lending platforms?
  • Panellists Victoria van Lennep - Co-Founder, Lendable
  • Derek Butler - Chairman & CEO, Gridfinance

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?
17:15 - 17:20 5 mins
Info
Real Assets Summit
Chairman’s closing remarks

Close of Summit Day

17:20 - 18:45 85 mins
Info
Real Assets Summit
Summit networking drinks reception

NB entry strictly restricted to SuperReturn conference badge holders only

17:30 - 17:35 5 mins
Disruption and Innovation Summit
Chair’s closing remarks
17:30 - 17:35 5 mins
German Private Equity Summit
Chair’s closing remarks
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

17:35 - 19:00 85 mins
Info
German Private Equity Summit
Summit networking drinks reception

NB entry strictly restricted to SuperReturn conference badge holders only

17:40 - 17:45 5 mins
Private Debt Summit
Chair’s closing remarks
17:45 - 19:00 75 mins
Info
Private Debt Summit
Summit networking drinks reception

NB entry strictly restricted to SuperReturn conference badge holders only