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Informa
Key Sessions

David Blumer

Keynote address: The future of Private Equity

BlackRock

Pete Stavros

Keynote address: Private Equity: new levers for value creation

KKR

Deven Parekh

Keynote address: Valuations in the technology sector

Insight Partners

David Rubenstein

Keynote address: Global geo-political and economic developments to watch in 2019-2020

The Carlyle Group

07:30 - 08:00 30 mins
Registration and welcome coffee
08:00 - 08:05 5 mins
Day 1
Chair’s welcome address
  • Chair Kathleen Bacon - Managing Director, HarbourVest Partners
08:05 - 08:45 40 mins
Info
Day 1
Macro-economic and geo-political overview
  • Gillian Tett - US Managing Editor, Financial Times

Populism and the political economy

08:45 - 09:10 25 mins
Day 1
Keynote interview: The evolution of the private equity industry
  • Interviewee Joseph Baratta - Global Head of Private Equity, Blackstone
  • Interviewer Henny Sender - Chief Correspondent, Financial Times
09:10 - 09:40 30 mins
Info
Day 1
State of the union
  • Moderator Gillian Tett - US Managing Editor, Financial Times
  • Panellists Gabriel Caillaux - Managing Director and Head of EMEA, General Atlantic
  • Matthew Kabaker - Senior Managing Director, Global Co-Head of Private Equity, Centerbridge
  • Michael Arougheti - Director, Co-Founder, Chief Executive Officer and President, Ares Management LLC
  • Lennart Blecher - Deputy Managing Partner and Head of EQT Real Assets, EQT Partners

The private equity industry still isn’t putting money to work as fast as it is coming in. This structural imbalance is its single biggest challenge, stemming from heavy competition for deals. How should private equity funds change the way they approach the market to turn this around? Geopolitical volatility & economic concerns are ever increasing.  So where are the best opportunities among the alternative asset classes to generate quality risk-adjusted returns?

09:40 - 10:05 25 mins
Day 1
Keynote interview: Private Equity – opportunity amidst volatility
  • Interviewee Bruce Flatt - Chief Executive Officer, Brookfield Asset Management
  • Interviewer Jason Kelly - Executive Editor & New York Bureau Chief, Bloomberg
09:45 - 10:20 35 mins
Info
Engaged Conversations
Engaged conversation: Macroeconomics and politics
  • Gillian Tett - US Managing Editor, Financial Times

Chatham House Rule applies

No press

10:05 - 10:30 25 mins
Day 1
Keynote address: The future of Private Equity
  • David Blumer - Global Head of BlackRock Alternative Investors, BlackRock
10:30 - 11:00 30 mins
Day 1
Morning coffee and networking break
10:30 - 11:30 60 mins
Info
Engaged Conversations
Engaged conversation: Spotlight on regulation
  • Hosted By Michael Collins - Chief Executive Officer, Invest Europe
  • Patricia Volhard - Partner, Debevoise & Plimpton
  • Dörte Höppner - Chief Operating Officer, Riverside Europe Partners

Chatham House Rule applies
No press

11:00 - 11:30 30 mins
Info
Day 1
Private Equity: Then & Now, key drivers of growth and opportunity across market cycles
  • Leon Black - Chairman and Chief Executive Officer, Apollo
  • Interviewed by David Rubenstein - Co-Founder & Co-Executive Chairman, The Carlyle Group
  • How has the private equity industry evolved over the past 20 to 30 years?
  • How are firms becoming more institutionalized?
  • How has your firm navigated the senior leadership transition from the business founders to the next generation of leadership?
  • Apollo and many of its peers have seen continued success and growth since 2008; do you see that trend continuing or are there capacity issues?
  • Are you seeing a slowdown in fundraising and deal making as we get closer to the end of this economic cycle?
  • What do you believe is going to drive the next phase of growth for the industry?
11:30 - 12:00 30 mins
Info
Day 1
Investor perspectives panel: innovation and transition - What will the LPs of the future look like?
  • Moderator Philipp Patschkowski - Managing Director, Neuberger Berman
  • Panellists Simon Marc - Managing Director, Head of Private Equity, PSP Investments
  • Michael Lindauer - Managing Director, Global Co-Head of Private Equity, Allianz Capital Partners GmbH
  • Marc Roijakkers - Senior Fund Manager, Alternatives, Blue Sky Group
  • Christina Pamberg - Managing Partner, Alcyon Holding

Examining the increasingly blurring lines between LPs and GPs:

  • How is the LP/GP relationship evolving?
  • How is the trend towards direct investing affecting this relationship?
  • How is the industry reacting to longer term investing in private equity?
11:30 - 12:30 60 mins
Engaged Conversations
Gender and diversity - we must do more .....how?
  • Workshop hosted by: Hanna Naima McCloskey - Founder and CEO, Fearless Futures
  • Laura Coquis - Managing Director, Strategic Partnerships, OMERS
  • Charmaine Hayden - VC Partner, Good Soil Venture Capital
  • Deborah Okenla - Founder & CEO, YSYS
12:00 - 12:25 25 mins
Info
Day 1
Keynote address: Private Equity: new levers for value creation
  • Pete Stavros - Member, Head of Industrials, KKR

Driving performance in manufacturing businesses through broad-based ownership and employee engagement

12:25 - 12:55 30 mins
Info
Day 1
Keynote panel: Innovation in the PE industry - inspiring transformative growth
  • Moderator Michael Halford - Partner and Head of Private Investment Funds for Europe and Asia, Goodwin
  • Panellists Brian Conway - Chairman and Managing Partner, TA Associates
  • Stuart Gent - Managing Director & Co-Head of European Private Equity, Bain Capital Europe
  • Hazem Ben-Gacem - Co-CEO, Investcorp
  • Lorne Somerville - Managing Partner, CVC Capital Partners

How are funds still finding new ways to stay ahead of the competition? What is the next winning move in private equity and what does the future look like?

12:45 - 13:15 30 mins
Info
Engaged Conversations
Engaged conversation: LP only Q&A session
  • Hosted by: Daniel Parker - Deputy Chief Investment Officer, Texas Tech Univeristy System - Office of Investments

By invitation only

12:55 - 13:20 25 mins
Day 1
Keynote address: Valuations in the technology sector
  • Deven Parekh - Managing Director, Insight Partners
13:20 - 14:15 55 mins
Info
Networking lunch break & delegate quickfire showcase
  • Delegate quickfire showcase hosted by: Gordon Hargraves - Partner, Private Advisors
  • LP judges: Daniel Parker - Deputy Chief Investment Officer, Texas Tech Univeristy System - Office of Investments
  • Mark C. Boyle - Industry Veteran, Industry Veteran

14:00 – 14:30 : Delegate quickfire showcase

14:15 - 14:20 5 mins
Day 1
Afternoon Chair
  • Chair: Steven Costabile - Managing Director, Global Head of Private Funds Group, PineBridge Investments
14:20 - 14:50 30 mins
Day 1
Keynote address: Global geo-political and economic developments to watch in 2019-2020
  • David Rubenstein - Co-Founder & Co-Executive Chairman, The Carlyle Group
14:50 - 15:15 25 mins
Day 1
Keynote Interview : Developing differentiated angles in a competitive market
  • Interviewee Todd Sisitsky - Managing Partner, TPG Capital
  • Interviewer Devin Banerjee - Senior Editor, Financial Services, LinkedIn
15:15 - 15:45 30 mins
Info
Day 1
Operating performance: growing a company organically
  • Moderator Mark Weston - Head of Investor Relations, Triton Partners
  • Panellists Samy Walleyo - Partner, Deals, PwC
  • Brett Ingersoll - Chief Investment Officer, Cerberus
  • Dana Haimoff - Managing Director, Portfolio Manager, J.P Morgan Asset Management
  • Andrea Bonomi - Founder and Chairman, Investindustrial

Capturing returns by finding assets to add value in a high valuation environment

15:45 - 16:30 45 mins
Afternoon refreshments and networking break
16:30 - 16:35 5 mins
Stream A: Mid Market Focus
Chair's opening remarks
  • Chair Mounir Guen - CEO, MVision Private Equity Advisers
16:30 - 16:35 5 mins
Stream B: Geo Focus
Chair's opening remarks
  • Chair Susanne von Gültlingen - Managing Director, Head of Private Equity Asset Management, Siemens Private Equity Asset Management
16:30 - 16:35 5 mins
Stream C: Update on Secondaries
Chair's opening remarks
  • Chair Philip Tsai - Global Head of Secondary Market Advisory, Managing Director, UBS Investment Bank
16:30 - 16:35 5 mins
Stream D: Value-added Volatility & the PE Cycle
Chair's opening remarks
  • Chair Joshua Franklin - Private equity and IPO correspondent, Thomson Reuters
16:30 - 16:35 5 mins
Stream E: Investor Outlook
Chair's opening remarks
  • Chair J.P Harrop - Group Head of Sales, SGG Group/Augentius
16:35 - 17:05 30 mins
Info
Stream A: Mid Market Focus
How is the mid-market innovating in the current climate?
  • Moderator Mounir Guen - CEO, MVision Private Equity Advisers
  • Panellists Reeve Waud - Founder and Managing Partner, Waud Capital Partners
  • Christopher Masek - CEO, IK Investment Partners
  • Ralph Wyss - Partner & Chairman ( DACH Head), Gilde Buy Out Partners
  • Philippe Poletti - President of Ardian France, Head of Ardian Buyout, Ardian

Examining the effect of Brexit, record high levels of pricing, stiff competition and falling deal volume: 

  • How are mid market funds generating alpha?
16:35 - 17:05 30 mins
Info
Stream B: Geo Focus
Getting emerging market investments right
  • Moderator Anne Fossemalle - Director, Private Equity Funds, European Bank for Reconstruction and Development (EBRD)
  • Panellists Gregory Bowes - Co-Founder & Managing Principal, Albright Capital Management
  • Noor Sweid - General Partner, Global Ventures
  • Susanne von Gültlingen - Managing Director, Head of Private Equity Asset Management, Siemens Private Equity Asset Management
  • Nomaan Mirza - Principal Equity Specialist, Global Manufacturing, Agribusiness & Services, IFC
  • How can investments in emerging markets be harnessed to provide optimal returns? 
  • To what extent do they offer an effective diversification tool, and how can firms successfully accrue new sources of returns in an increasingly challenging domestic market?
16:35 - 17:05 30 mins
Info
Stream C: Update on Secondaries
Update on secondaries
  • Bernhard Engelien - Managing Director , Greenhill & Co

An analysis of secondaries funds, deal flow, pricing

16:35 - 17:05 30 mins
Info
Stream D: Value-added Volatility & the PE Cycle
How will business structures change in a post-Brexit world?
  • Moderator Klaus Petersen - Partner, Apera Capital
  • Panellists Ed Eyerman - Managing Director, Head of European Leveraged Finance, Fitch Ratings
  • Cyril Demaria - Head of Private Markets, Wellershoff & Partners
  • Arnaud Garel-Galais - Group Head of Coverage & Business Development, CACEIS
  • Patricia Volhard - Partner, Debevoise & Plimpton
  • Kirsty Allan - Director, Hanbury Strategy
  • How will new trade barriers affect  investments, what are the implications for regulation, deal flow, fundraising and fund domicile?
  • Can PE continue to deliver outperformance in a more complex post-Brexit world?
16:35 - 17:05 30 mins
Info
Stream E: Investor Outlook
Assessing the current LP mood
  • Moderator Ilona Brom - Managing Director , Wilshire Private Markets
  • Panellists Al Kim - Director of Investments, Helmsley Charitable Trust
  • Yolande van den Dungen - Portfolio Manager, Alternatives, SPF Beheer
  • Ben Walters - Senior Associate- Private Equity, Willis Towers Watson
  • Sunaina Sinha - Managing Partner, Cebile Capital
  • Bertrand Finet - Deputy Chief Executive Officer, FFP
  • What are LPs’ allocation plans for 2019? 
  • How can they overcome the challenges of accessing top quartile managers who can select their LP base and limit their fund size? 
  • Should LPs be allocating to the asset class on the basis of past returns, making the assumption that these will continue?
17:05 - 17:35 30 mins
Info
Stream A: Mid Market Focus
What are the drivers of lower mid market outperformance?
  • Moderator Marc der Kinderen - Managing Partner, 747 Capital
  • Panellists Michael Falk - Managing Partner & Chairman, Comvest Partners
  • Sheryl Schwartz - Managing Director, Flexstone Partners
  • Kim Schneider - Member of the Investment Committee, NORD Holding
  • Eric Larson - Co-CEO, Tilia Holdings
  • Is the lower end of the mid-market less competitive? 
  • Are the risk and returns worthwhile? 
  • Who is doing sponsorless deals?
  •  What has driven recent strong exit activity and how sustainable is this?
17:05 - 17:35 30 mins
Info
Stream B: Geo Focus
LPs’ allocation to emerging markets
  • Moderator Jeff Schlapinski - Senior Director of Research, EMPEA
  • Panellists Christopher Zook - CIO & Chairman, CAZ Investments
  • Joshua Stern - Director, Private Investments , Robert Wood Johnson Foundation
  • Warren Tye - Investment Officer, Helmsley Charitable Trust
  • Alexander Klein - Senior Investment Manager, DEG

LPs on emerging markets: 

  • How do emerging markets fit into their portfolio construction strategy today? 
  • Which geos / sectors are most interesting, where are LPs planning to increase their commitments and why?
17:05 - 17:35 30 mins
Info
Stream C: Update on Secondaries
Best risk-adjusted return secondary strategy?
  • Moderator Philip Tsai - Global Head of Secondary Market Advisory, Managing Director, UBS Investment Bank
  • Panellists Yann Robard - Managing Partner, Whitehorse Liquidity Partners
  • Joshua Blaine - Senior Managing Director, Strategic Partners
  • Ricardo Lombardi - Managing Director, ICG

Please go to sli.do and use the access code #SuperReturn

17:05 - 17:35 30 mins
Info
Stream D: Value-added Volatility & the PE Cycle
Operational expertise: winners and losers for 2016-18 vintages
  • Moderator Jim Strang - Managing Director & Head of EMEA, Hamilton Lane
  • Panellists Neil Harper - Chief Investment Officer, Morgan Stanley Alternative Investment Partners
  • Diana Meyel - Managing Partner, Cipio Partners
  • Kristoffer Melinder - Managing Partner, Nordic Capital

Which firms will stand out from the crowd and who really has the key solid management operational skills to grow a company organically?

17:05 - 17:35 30 mins
Info
Stream E: Investor Outlook
What are the biggest challenges for LPs in a world awash with capital?
  • Moderator Javier Espinoza - Private Capital Correspondent, Financial Times
  • Panellists Katja Salovaara - Senior Portfolio Manager, Private Equity, Ilmarinen
  • Michael Dymond - Senior Portfolio Manager, APG Asset Management
  • Joana Rocha Scaff - Managing Director, Head of Europe Private Equity, Neuberger Berman
  • Robert Coke - Head of Absolute Return & Buyout Investments, The Wellcome Trust
  • How are private markets viewed against other asset classes? 
  • How can LPs maintain discipline at a time when PE has consistently outperformed and it feels near the top of the cycle? 
  • What is keeping LPs awake at night?
17:35 - 18:05 30 mins
Info
Stream A: Mid Market Focus
What is the current LP appetite for mid market deals?
  • Moderator Jobst Klemme - Director, Abbott Capital Management
  • Panellists Andrew Weinberg - Founder, Managing Partner & CEO, Brightstar Capital Partners
  • Rikke Kjær Nielsen - Partner, EQT Partners
  • Jonathan Wilson - Managing Director-Small Buyouts, Siguler Guff
  • Jan Johan Kühl - Managing Partner, Polaris Equity
  • What factors do LPs take into account during their selection process?  
  • What niche strategies are most appealing? 
  • What metrics do LPs use when evaluating performance? 
  • What can mid market GPs do to attract their interest?
17:35 - 18:05 30 mins
Info
Stream B: Geo Focus
Private equity tech investing in Asia: staying ahead of the game
  • Moderator Henny Sender - Chief Correspondent, Financial Times
  • Panellists Jefrey Joe - Co-Founder & Managing Partner, Alpha JWC Ventures

Are private equity managers with a deep understanding of technology complementary to venture capitalists? What are the sectors to watch out for and how long will this tougher environment last?

17:35 - 18:05 30 mins
Info
Stream C: Update on Secondaries
GP led secondaries fund restructurings – entering the mainstream?
  • Moderator Pål Ristvedt - Partner, Lexington Partners
  • Panellists Andre Aubert - Partner & Co-Head, PE Secondaries, LGT Capital Partners
  • Carlo Pirzio-Biroli - Managing Partner & CEO, Glendower Capital
  • Holcombe Green - Managing Director, Lazard
  • Tristram Perkins - Co-Head of Secondary Private Equity & Managing Director, Neuberger Berman

Creating liquidity out of the GP-led transaction: 

  • How is this corner of the private equity market developing? 
  • How satisfactory as a solution are these transactions for investors with mature assets in ageing funds? 
  • Will this trend grow and what are the sticking points?
17:35 - 18:05 30 mins
Info
Stream D: Value-added Volatility & the PE Cycle
Best practices in distressed investing
  • Moderator Tom Sargeant - Managing Director,Investor Relations, Bain Capital
  • Panellists Sally Rocker - Managing Director, J.C Flowers & Co
  • Keith Read - President, Cerberus Business Finance, Senior Managing Director, Cerberus
  • Michael Hewitt - Managing Director, SVP Global

Assessing risks, distressed assets vs. distressed sellers, equity vs. debt

17:35 - 18:05 30 mins
Info
Stream E: Investor Outlook
LP consolidation: the rise of the SuperFund
  • Moderator Edwin Chan - Senior Vice President, Northern Trust
  • Panellists Edi Truell - Founder, Pension Superfund
  • Christian Wiehenkamp - Chief Investment Officer, Perpetual Investors GmbH
  • Luke Webster - CEO, Pension SuperFund
  • Sweta Chattopadhyay - Director, bfinance
  • What are the benefits of a pooled future?
  • Anticipating the increasing sophistication of UK pension funds and family offices  as they consolidate: will this trend lead to a shift towards separate account mandates, and will the terms LP/GP even exist in 10 years’ time?
  • Removing legacy pension risk from PE investee company balance sheets
18:05 - 18:35 30 mins
Info
Stream A: Mid Market Focus
Succession planning In mid market private equity firms:
  • Moderator Miriam Schmitter - Managing Director, Commonfund Capital
  • Panellists Daniel Parker - Deputy Chief Investment Officer, Texas Tech Univeristy System - Office of Investments
  • Gail McManus - Managing Director, PER
  • Alex Barker - Principal, HarbourVest Partners
  • Marc Thiery - Partner & Founder, DPE

Best practices and pitfalls

18:05 - 18:35 30 mins
Info
Stream B: Geo Focus
Opportunities in Asia
  • Moderator Lin-Lin Zhou - Chief Executive Officer, Principle Capital
  • Panellists Linda Li - Managing Director, Partner, Vickers Venture Partner
  • Michael Lints - Partner, Goldengate Ventures
  • Daniel Koppelkamm - Founder & Managing Partner, Convergence Partners
  • Jessie Yan - Director, Lunar Capital
  • What sectors, opportunity sets, exit expectations and growth drivers present the best investment opportunities and why?
18:05 - 18:35 30 mins
Info
Stream C: Update on Secondaries
Views on liquidity
  • Moderator Miguel Zurita - Managing Partner & Co-Chief Investment Officer, Altamar Capital Partners
  • Panellists David Wachter - Managing Director, W Capital Partners
  • Oliver Gardey - Partner, Europe, Pomona Capital
  • Marco Wulff - Partner & Co-Founder, Montana Capital Partners
  • Matt Jones - Partner, Pantheon
  • Neal Costello - Managing Director, AlpInvest Partners
  • Have secondaries delivered on their promise of shorter durations and higher returns? 
  • What do LPs think of the new GP methods for generating liquidity: how do they ensure they are getting a fair deal?
18:05 - 18:35 30 mins
Info
Stream D: Value-added Volatility & the PE Cycle
Special situations and turnarounds
  • Moderator Joshua Franklin - Private equity and IPO correspondent, Thomson Reuters
  • Panellists Scott Graves - Partner, Co-Head North American Private Equity and Head of Special Opportunities, Ares Management LLC
  • Cyril Tergiman - Partner, EQT Credit
  • Martin Gruschka - Managing Member, Springwater Capital
  • Anwar Awan - Co-Founder & Investment Director, Republic Investment Management
  • Where do the best opportunities lie for 2019? 
  • What can exposure to special situation funds bring to an LP portfolio ?
  • What is the current LP appetite?
18:05 - 18:35 30 mins
Info
Stream E: Investor Outlook
LP/GP debate
  • Moderator Merrick McKay - Head of Europe-Private Equity Private Markets, Aberdeen Standard Investments
  • Panellists David Hobson - Senior Vice President, GIC
  • Giovanni Orsi - Senior Director, Head of Funds, Private Equity, PSP Investments
  • Carl Nauckhoff - Senior Principal, Head of Investor Relations, Investindustrial
  • Christiian Marriott - Partner, Head of Investor Relations, Equistone Partners
  • What do GPs really think their latest funds will deliver in net performance to investors, and what will median European PE returns be?
  • What do LPs really think top quartile latest funds will deliver in net performance to investors, and what will median returns be?
  • Discuss the level of disconnect (heads in sand or deliberate avoiding the issue) and the potential impact of much lower returns

Closed door session

18:35 - 18:40 5 mins
End of Main Conference Day 1
18:40 - 20:00 80 mins
Info
Evening networking cocktail party
07:30 - 08:00

Registration and welcome coffee

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Showing of Streams
Showing of Streams
13:20 - 14:15
Info

Networking lunch break & delegate quickfire showcase

14:00 – 14:30 : Delegate quickfire showcase

  • Delegate quickfire showcase hosted by: Gordon Hargraves - Partner, Private Advisors
  • LP judges: Daniel Parker - Deputy Chief Investment Officer, Texas Tech Univeristy System - Office of Investments
  • Mark C. Boyle - Industry Veteran, Industry Veteran
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Showing of Streams
15:45 - 16:30

Afternoon refreshments and networking break

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Showing of Streams
18:35 - 18:40
End of Main Conference Day 1

End of Main Conference Day 1

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18:40 - 20:00
Info

Evening networking cocktail party

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