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Key Sessions

Marcel van Poecke

Keynote address: Global outlook for real assets

Carlyle International Energy Partners (CIEP)

Alex Brierley

Keynote address: Investment opportunities in changing energy markets

Octopus Energy Investments

Reynir Indahl

Keynote address: Private Equity 4.0: SDG-aligned investing

Summa Equity

Jörg Rocholl

Keynote academic address : How to strengthen European capital markets?

ESMT Berlin

Gregory Beard

Keynote address: Opportunities in a changing energy landscape

Apollo

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

Eiso Vaandrager

Keynote address: The integration of ESG in a disruptive world

01 Ventures

08:15 - 08:40 25 mins
Private Debt Summit
Registration and welcome coffee
08:30 - 08:55 25 mins
Disruption and Innovation Summit
Registration and welcome coffee
08:30 - 09:10 40 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
08:50 - 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?

08:50 - 09:20 30 mins
ESG Summit
Registration and welcome coffee
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
Real Assets Summit
Chair’s welcome
  • Chair James Wardlaw - Head of Infrastructure, Campbell Lutyens
09:10 - 09:15 5 mins
German Private Equity Summit
Chair’s welcome address
  • Chair Dörte Höppner - Chief Operating Officer, Riverside Europe Partners
09:10 - 09:40 30 mins
Info
Real Assets Summit
Keynote address: 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?

09:15 - 09:45 30 mins
Info
German Private Equity Summit
Keynote interview: Macroeconomic overview: Germany, powerhouse of Europe or just a fairy tale of a rich country?
  • Interviewer Hans Albrecht - Founding Partner & Managing Director, Nordwind Capital Partners
  • 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 & Head of Credit Strategies, EQT Credit
  • David Lyon - Managing Director and Co-Head of Private Credit, Neuberger Berman
  • Eric Lloyd - Head of Global Private Finance, Barings
  • 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?
09:20 - 09:30 10 mins
ESG Summit
Chair’s welcome address
  • Chair Maarten Biermans - Head of Sustainable Markets, Rabobank
09:30 - 10:10 40 mins
Info
ESG Summit
ESG integration in private equity: are we there yet and where are we heading?
  • Moderator Graeme Ardus - Head of ESG, Triton Partners
  • Panellists Alex Scott - Partner, Pantheon
  • Carmela Mondino - Associate – ESG & Sustainability, Partners Group
  • James Magor - Manager of Responsible Investments, Actis

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

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?
  • Moderator Julia Prescot - Co-founder & Chief Strategy Officer, Meridiam Infrastructure
  • Panellists Kyle Kafka - Partner, EnCap Investments
  • Abigail Rayner - Vice President, HarbourVest Partners
  • Lennart Blecher - Deputy Managing Partner and Head of EQT Real Assets, EQT 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 emerging and frontier markets
  • Noor Sweid - General Partner, Global Ventures

How do macro disrupters interact with technological innovation and what does this mean for venture capital and where opportunities lie internationally?

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
  • Panellists Michael Phillips - Managing Partner, Castik Capital
  • Manuel Hertweck - Managing Partner, capiton
  • Jörg Rockenhäuser - Partner & Head of DACH, Permira
  • Steven Roberts - Private Equity Leader, PwC
  • 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
  • Klaus Petersen - Partner, Apera Capital
  • Blair Faulstich - Managing Director, Corporate Credit, Benefit Street Partners

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?
10:10 - 10:30 20 mins
Info
Real Assets Summit
Keynote address: 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?

10:10 - 10:30 20 mins
ESG Summit
Keynote address: Private Equity 4.0: SDG-aligned investing
  • Reynir Indahl - Managing Partner, Summa Equity
10:15 - 10:45 30 mins
Info
Disruption and Innovation Summit
How is the digital age effecting private equity strategies?
  • Moderator Dirk Holz - Director, Private Capital Lead, RBC Investor & Treasury Service
  • Panellists Jack Sibley - Innovation and Technology Strategist, Nuveen Real Estate
  • Myles Milston - CEO, Globacap
  • Mathias Strasser - Chief Executive Officer, Scissero

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 - 10:50 35 mins
Info
German Private Equity Summit
LP perspectives: seeking closer GP relationships
  • Moderator Dörte Höppner - Chief Operating Officer, Riverside Europe Partners
  • 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?
10:15 - 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
  • Pascal Meysson - Managing Director,European Direct Lending & Mezzanine, Alcentra
  • Tim Flynn - Chief Executive Officer, Hayfin Capital Management
  • 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 Chris Gaydon - Investment Director, Octopus Energy Investments
  • Mortimer Menzel - Partner, Augusta & Co
  • Antonio Guinea - Managing Director of Altamar Infrastructure, Altamar Capital Partner
  • 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?

10:30 - 11:00 30 mins
Info
ESG Summit
How do you ensure management buy-in for ESG?
  • Moderator Reynir Indahl - Managing Partner, Summa Equity
  • Panellists Ignacio Sarria - Managing Director, New Mountain Capital
  • Sophie Flak - CSR & Digital Director, Eurazeo
  • Mikaela Murekian - Director of Communications & ESG, IK Investment Partners
  • Pia Irell - Portfolio Development Director, Altor Equity Partners

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?

10:45 - 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
10:50 - 11:20 30 mins
German Private Equity Summit
Morning coffee and networking break
11:00 - 11:20 20 mins
Real Assets Summit
Morning coffee and networking break
11:00 - 11:30 30 mins
ESG Summit
Morning coffee and networking break
11:15 - 11:45 30 mins
Disruption and Innovation Summit
AI Trading - next generation of wealth creation
  • Henrik von Scheel - Originator, The 4th Industrial Revolution
  • Nils Junge - Partner, Epoque Plus AG
11:15 - 11:40 25 mins
Info
Private Debt Summit
US vs Europe - different sides of the same coin
  • Moderator Nicole Waibel - Managing Director, Crescent Credit Europe
  • Panellists Tom Newberry - Partner, Head of Private Credit Funds and Senior Portfolio Manager, CVC Credit Partners
  • Symon Drake-Brockman - Managing Partner, Pemberton Asset Management
  • Eric Lloyd - Head of Global Private Finance, Barings

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?

11:20 - 11:50 30 mins
German Private Equity Summit
Keynote academic address : How to strengthen European capital markets?
  • Jörg Rocholl - President, EY Chair in Governance & Compliance, ESMT Berlin
11:20 - 12:00 40 mins
Info
Real Assets Summit
Co-investments and direct investments
  • Hosts: 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
  • Serkan Bahceci - Head of Research & Partner, Arjun Infrastructure Partners (AIP)
  • 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?
11:30 - 12:00 30 mins
Info
ESG Summit
Does ESG add or destroy value?
  • Moderator Maarten Biermans - Head of Sustainable Markets, Rabobank
  • Panellists Ethan Levine - Managing Director & Co-Head of Natural Resources, Commonfund Capital
  • Peter Grubstein - Founder & Managing Director, NGEN
  • Stefano Bacci - Partner & ESG Manager, Ambienta

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?

11:40 - 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 Shary Moalemzadeh - Managing Director & Co-Head, Carlyle Strategic Partners
  • Eric Muller - Portfolio Manager & Partner, Oak Hill Advisors
  • Michael Ewald - Managing Director, Bain Capital Credit
  • Cécile Mayer-Lévi - Managing Director-Private Debt, Tikehau Investment Management
  • Ray Costa - Managing Director, Special Situations, Benefit Street Partners
  • 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 - Founder & Managing Partner, NewView Capital
  • Gabriel Möllerberg - Managing Director, Goldman Sachs
  • Pablo Caló - Partner, Park Hill
11:50 - 12:30 40 mins
Info
German Private Equity Summit
Update on Mittelstand
  • Moderator Daniel Schmidt - CEO & Managing Partner, CEPRES
  • Panellists Ulf von Haacke - Partner, Managing Director, Head of Industrial, 3i
  • Hermann Dambach - Managing Director, Oaktree Capital Management
  • Nick Money-Kyrle - Founding Partner, Steadfast Capital
  • Matthias Wilcken - Partner & Managing Director, Gilde Buyout Partners
  • 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?
12:00 - 12:30 30 mins
Real Assets Summit
Keynote address: Opportunities in a changing energy landscape
  • Gregory Beard - Global Head of Natural Resources, Apollo
12:00 - 12:30 30 mins
Info
ESG Summit
How to measure the depth of a manager’s commitment to ESG investing principles
  • Moderator Simon Whistler - Senior Manager, PRI
  • Panellists Vivina Berla - Founder & CEO, Vimine Holding
  • Rashad Kaldany - Chief Investment Officer, BlueOrange Sustainable Capital
  • Marc Göbbels - Manager of ESG Services, Tauw

An explanation of the four-factor model

12:10 - 12:40 30 mins
Info
Private Debt Summit
Update on financing mid market deals
  • Moderator Zia Uddin - Portfolio Manager and Partner, Monroe Capital
  • Panellists Paolo Pendenza - Head of Private Debt, EQUITA SIM S.p.A
  • Steven Ruby - Managing Director, Audax Private Debt
  • Marcin Leja - Managing Director, CVI Credit Value Investments
  • Christophe Bavière - CEO & Managing Partner, Idinvest Partners
  • 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
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?
12:30 - 13:00 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 AG
  • Andreas Bohn - Co-CEO & Managing Partner, SwanCap Partners
  • Christoph Kauter - Founder & Managing Partner, Beyond Capital Partners GmbH
  • Andreas Fendel - Co-Founder and Managing Partner, Quadriga Capital
  • 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 - 13:05 35 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?
  • Moderator Uwe Fleischhauer - Founding Partner and Managing Director, YIELCO Investments
  • Panellists Andrea Echberg - Partner, Head of European Infrastructure and Real Assets, Pantheon
  • Laurence Monnier - Head of Strategy and Research, Alternative Income, Aviva Investors
  • Dominik von Scheven - Senior Investment Manager, HSBC Alternative Investments
  • 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
ESG Summit
Keynote address: The integration of ESG in a disruptive world
  • Eiso Vaandrager - Partner, 01 Ventures
12:40 - 13:10 30 mins
Info
Private Debt Summit
Private debt vs private equity
  • Moderator Ian Milton - Senior Advisor, Arbour Partners
  • 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?

12:45 - 13:05 20 mins
Disruption and Innovation Summit
The impact of purpose-built technology platforms on capital markets professionals
  • Amit Lalwani - SVP, Global Business Development, Dealcloud
13:00 - 14:25 85 mins
Info
German Private Equity Summit
Networking lunch break and LP only lunch

13:00-14:00-LP Only Lunch by invitation only

LP only lunch is open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.

13:00 - 14:00 60 mins
Info
ESG Summit
Networking Lunch Break and LP only Lunch

13:00-14:00 LP Only Lunch by invitation only

LP only lunch is open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.

13:05 - 14:30 85 mins
Info
Disruption and Innovation Summit
Networking lunch break and LP only lunch

13:00-14:00 -LP Only Lunch by invitation only

LP only lunch is open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.

13:05 - 14:00 55 mins
Info
Real Assets Summit
Networking lunch break and LP only lunch

13:00-14:00 LP Only Lunch by invitation only

LP only lunch is open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.

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

13:00-14:00 LP Only Lunch, By invitation only

LP only lunch is open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.

14:00 - 14:30 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

14:00 - 14:30 30 mins
Info
ESG Summit
LP perspectives: ESG criteria in selection process and ESG monitoring
  • Moderator Katja Salovaara - Senior Portfolio Manager, Private Equity, Ilmarinen
  • Panellist Kathleen Bacon - Managing Director, HarbourVest Partners
  • Ana Lei Ortiz - Managing Director, Hamilton Lane
  • Silva Deželan - Director, Sustainability, Private Equity, Robeco
  • Hans van Swaay - Partner, Lyrique Private Equity

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
  • Timo Hara - Partner, Certior Capital
  • Sengal Selassie - Co-Founder & Managing Partner, Brightwood Capital Advisors
  • Nael Khatoun - Managing Director & Co-Portfolio Manager, Oaktree Capital Management
  • Gregory Racz - President, MGG Investment Group
  • 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?
14:25 - 14:30 5 mins
German Private Equity Summit
Afternoon Chair
  • Chair Daniel Schmidt - CEO & Managing Partner, CEPRES
14:30 - 15:00 30 mins
Info
Disruption and Innovation Summit
LP innovation and syndication – what will the LP of the future look like?
  • Moderator Dushy Sivanithy - Senior Principal, Funds, CPPIB
  • Panellists Alex Bangash - Managing Director & CEO, Trusted Insight Inc
  • Andrew Brown - Head of Private Equity Research, Willis Towers Watson
  • Zaid Al-Qaimi - Chief Investment Officer, Kimera Group
  • Debbie Philippides - Partner, Seligman Private Equity Select
  • 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
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 Alex Barker - Principal, HarbourVest Partners
  • Marc Brugger - Managing Director , LFPE
  • 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 - 14:45 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

14:30 - 15:00 30 mins
Info
ESG Summit
Organisational culture and ESG
  • Moderator Erin Sarret - Director, StepStone Global
  • Panellists Rob Lake - Founder, Authentic Investor
  • Caroline Löfgren - Head of Responsible Investment, Hg
  • Raphaelle Koetschet - Head of Private Equity/Infrastructure/Real Estate fund, Caisse des Dépôts Group

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
  • Panellists Stefan Mosberger - Senior Analyst, Siglo Capital Advisors
  • John Bohill - Partner, StepStone Global
  • Luis Mayans - Vice President and Head of Private Debt, Europe, CDPQ
  • Abhik Das - Managing Director, Head of Private Debt, Golding Capital Partners

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?
14:45 - 15:30 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
  • Andre Bourbonnais - Head of Long Term Private Capital Strategy and Investment Team, BlackRock

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
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.

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

How can institutional asset owners and investment managers deepen their engagement with ESG initiatives while still trying to maximize returns?

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 James Athanasoulas - Managing Director, HarbourVest Partners
  • Anthony Robertson - CIO, Strategic Value Credit Group, Cheyne Capital
  • Olya Klüppel - Partner, Global Growth Capital
  • Benjamin Fanger - Managing Partner, ShoreVest Capital Partners

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?

15:30 - 16:00 30 mins
Info
Disruption and Innovation Summit
Trading sardines? Developments and dead ends in the search for a cryptoasset valuation model
  • Moderator David Fauchier - CEO/CIO, Cambrial Capital
  • Panellists Richard Muirhead - General Partner, Fabric Ventures
  • Marcos Veremis - Managing Director, Cambridge Associates
  • Nicolas Brand - Partner, Lakestar

A diverse panel of traditional and crypto investors discuss the different types of cryptoassets and how to think about valuing them.

15:30 - 16:00 30 mins
German Private Equity Summit
Afternoon refreshments and networking break
15:30 - 16:00 30 mins
Real Assets Summit
Afternoon refreshments & networking break
15:30 - 16:00 30 mins
ESG Summit
Afternoon refreshments and networking break
15:40 - 16:10 30 mins
Info
Private Debt Summit
Technology and innovations in income strategies
  • Moderator Heinz Blennemann - Principal, Blennemann Family Investments
  • Panellists David Flannery - President of Vista Credit Partners, Vista Equity Partners
  • Michael Weinmann - Partner, CRG LP
  • Richard Fitzgerald - Co-Founder & Managing Partner, CapitalSpring
  • Gabriella Kindert - Head of Alternative Credit, NN IP
  • 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?
16:00 - 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
  • Moderator Bjorn Tremmerie - Head ICT and Business Angel Investments, European Investment Fund (EIF)
  • Panellists Rainer Maerkle - General Partner, HV Holtzbrinck Ventures
  • Oscar Jazdowski - Co-Head, Silicon Valley Bank, Germany
  • Anton Waitz - Partner, Project A
  • Daniel P. Glasner - Founding Partner, Cherry Ventures
  • 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
Real Assets Summit
Real Assets: review of 2018 and outlook for 2019
  • Patrick Adefuye - Head of Real Assets Products, Preqin
16:00 - 16:30 30 mins
Info
ESG Summit
ESG due diligence & traditional due diligence: should they be combined or a separate process?
  • Moderator Jeremy Lytle - Partner, ECI Partners
  • Panellists Murtaza Merchant - Partner, Head of Fund Optimisation, MV Credit
  • Dushy Sivanithy - Senior Principal, Funds, CPPIB
  • Ruulke Bagijn - Managing Director, Head of Primary Investments, AlpInvest 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
16:30 - 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 - Head of Digital and Innovation, Macfarlanes LLP
  • Jonathan Saacks - Founder, F2 Capital
  • Raj Ganguly - Co-Founder & General Partner, B Capital Group
  • Marko Maschek - Partner & Co-Founder, Marondo Capital GmbH

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
Raised ambitions in the German fundraising market: hitting the hard caps
  • Moderator Björn Waltmans - Managing Director, 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
Private Debt Summit
How are institutional investors’ understanding of private debt as an asset class evolving?
  • Moderator James Newsome - Managing Partner, Arbour Partners
  • Panellists Ingrid Neitsch - Head of Strategic Credit, Aberdeen Standard Investments
  • Patrick Suchy - Director, Alternative Investments, HSBC Global Markets, Germany
  • Sebastian Schroff - Global Head of Private Debt, Allianz Investment Management
  • Reji Vettasseri - Executive Director, Morgan Stanley Alternative Investment Partners
  • 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?
16:30 - 17:00 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 Roopa Murthy - Principal Infrastructure Debt, AMP Capital
  • Tim Cable - Senior Partner, Vantage Infrastructure
  • Jonathan Stevens - Head of European Infrastructure Debt, BlackRock

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
ESG Summit
Impact- and SDG- investing in private equity
  • Moderator Erin Sarret - Director, StepStone Global
  • Panellists Anne Germain - Investment Director, bpifrance
  • Elias Korosis - Partner, Hermes GPE
  • Amit Bouri - CEO, Global Impact Investing Network
  • Candice Brenet - Managing Director & Head of Corporate & Investment Responsibility, Ardian

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

17:00 - 17:40 40 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
  • Steve Hellman - Managing Partner, Mobility Impact Partners
  • Joe Giannamore - CEO & CIO, AnaCap
  • Nic Brisbourne - Managing Partner, Forward Partners

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 - 17:05 5 mins
German Private Equity Summit
Chair’s closing remarks
17:00 - 17:30 30 mins
Info
Private Debt Summit
How to best strategically access private real estate credit
  • Hosts: Jamie Henderson - Partner, Head of Real Estate Debt, Ares Management LLC
  • William Lindsay - Partner, PCCP
  • 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 - 17:30 30 mins
Info
Real Assets Summit
Opportunities in power
  • Moderator Dmitriy Antropov - Co-Head Private Infrastructure Integrated Investments, Partners Group
  • Panellists Waleed Elgohary - Senior Principal, Energy & Resources I Real Assets, CPPIB
  • Verena Kempe - Co-Head, Private Equity, Feri Trust
  • Grant Davis - Managing Partner, Infra-Energy Capital Advisors

Comparing and contrasting opportunities in power versus oil and gas

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

Close of Summit Day

17:05 - 19:00 115 mins
German Private Equity Summit
Summit networking drinks reception
17:05 - 19:00 115 mins
Info
ESG Summit
Summit Networking Drinks Reception
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
  • Derek Butler - CEO, Gridfinance
  • Dominick Peasley - Head of Distribution, Funding Circle

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?
17:30 - 17:35 5 mins
Info
Real Assets Summit
Chairman’s closing remarks

Close of Summit Day

17:35 - 19:00 85 mins
Info
Real Assets Summit
Summit networking drinks reception
17:40 - 17:45 5 mins
Disruption and Innovation Summit
Chair’s closing remarks
17:45 - 19:00 75 mins
Info
Disruption and Innovation 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

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