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Key Sessions

Andrea Auerbach

Keynote address

Cambridge Associates

Feb 28
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08:00 - 08:30

Registration and welcome coffee

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Showing of Streams
Showing of Streams
11:15 - 11:45

Morning coffee and networking break

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Showing of Streams
Showing of Streams
13:20 - 14:30

Networking lunch break

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Showing of Streams
16:00 - 16:25

Afternoon refreshments and networking break

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Showing of Streams
18:00 - 18:05
End of Main Conference Day 2

End of Main Conference Day 2

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18:05 - 19:30

Evening networking reception – Beer & Sausage Party

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08:00 - 08:30 30 mins
Registration and welcome coffee
08:30 - 08:40 10 mins
Day 2 Plenary
Chair’s welcome address
  • Chair Kevin Kuryla - Managing Director, UBS
08:30 - 09:10 40 mins
Info
Engaged Conversations
Engaged conversations

Running alongside the main conference

Public and private small-group facilitated discussions.

First come first served

Spaces are limited

08:40 - 09:10 30 mins
Info
Day 2 Plenary
Impact investing
  • Moderator Amit Bouri - CEO, Global Impact Investing Network
  • Panellists John Gummer - Founder, Sancroft

Impact investing – top of the list for LPs?  How investors can take a direct approach to social and environmental problems and be a part of the solution

09:10 - 09:40 30 mins
Info
Day 2 Plenary
Electronic polling session

Latest on the effects of political risk; trade wars and their impact on the global economy, update on the way technology is disrupting the industry. Should GPs and LPs be investing more in their own infrastructure to better harvest and analyse data on a fund? What are the challenges of co-investing,special accounts & the divergence in the returns that LPs will earn from private equity?


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

09:15 - 09:45 30 mins
Info
Engaged Conversations
SuperReturn boardroom: LP Only Session

By invitation only, Limited to 20 participants

The Chatham House Rule applies 

No Press

09:40 - 10:10 30 mins
Info
Day 2 Plenary
Keynote address
  • Andrea Auerbach - Managing Director and Head of Global Private Investment Research, Cambridge Associates

Where are private equity returns going? Is supply and demand compressing the arbitrage? Is the market overly focused on top quartile net IRR  performance without considering the level of risk?  Is it important to stay consistently invested?

10:00 - 10:30 30 mins
Info
Engaged Conversations
SuperReturn boardroom

Engaged conversation:

The Chatham House Rule applies 

No press

10:10 - 10:40 30 mins
Day 2 Plenary
Keynote Interview
  • Robert Smith - Founder, CEO & Chairman of the Board, Vista Equity Partners
10:40 - 11:15 35 mins
Info
Day 2 Plenary
Corporate invaders into the private equity space

Should mega funds act more like large corporations? How can private equity increase its share of the global M&A market in terms of deal value and count?

11:15 - 11:45 30 mins
Morning coffee and networking break
11:45 - 12:25 40 mins
Day 2 Plenary
Guest speaker
12:25 - 12:50 25 mins
Day 2 Plenary
Off the record: Investment strategies in uncertain times
  • Steve Klinsky - CEO, New Mountain Capital
12:30 - 13:00 30 mins
Info
Engaged Conversations
SuperReturn boardroom

Closed door Q&A 

The Chatham House Rule applies

No press

12:50 - 13:20 30 mins
Day 2 Plenary
Keynote interview
  • Jeff Aronson - Co-Founder, Managing Principal, Centerbridge Partners
13:20 - 14:30 70 mins
Networking lunch break
14:30 - 14:35 5 mins
Day 2 Plenary
Afternoon plenary chairman
  • Chair Marc Wursdorfer - Managing Director, EMEA Head of Private Funds Group, UBS Investment Bank
14:35 - 15:00 25 mins
Info
Day 2 Plenary
New leadership, new horizons
  • Interviewee Glenn Youngkin - Co-Chief Executive Officer and a member of Carlyle’s Board of Directors, The Carlyle Group
  • Interviewee Kewsong Lee - Co-Chief Executive Officer, The Carlyle Group
  • Interviewer Jason Kelly - Executive Editor & New York Bureau Chief, Bloomberg
  • How should the global alternative asset managers lead the way in leadership transition? 
  • How do new CEOs view the future and how will things be different under their tenure? 
  • How will the new generation of leaders re-examine their firms’ operating model, investment approach, career paths, incentives, and critical skill sets?
15:00 - 15:30 30 mins
Info
Day 2 Plenary
How is the European mid-market innovating in an increasingly competitive market?
  • To what extent is the European mid-market private equity still combining top-down stock selection and bottom-up business improvement to generate growth and provide consistent, risk-adjusted returns? 
  • Where and how are leading  mid market managers investing to ensure future returns are protected?
15:30 - 16:00 30 mins
Info
Day 2 Plenary
Emerging markets: the next frontier for investors?
  • Moderator Mounir Guen - CEO, MVision
  • Panellists Seymur Tari - CEO , Turkven Private Equity

Private equity and technology in emerging markets: what does deal flow, competition and return potential look like for the different strategies active in emerging markets private equity today and how should GPs approach LPs across different markets?

16:00 - 16:25 25 mins
Afternoon refreshments and networking break
16:25 - 16:30 5 mins
Stream A: Fundraising
Chair's opening remarks
16:25 - 16:30 5 mins
Stream B : Impact Investing
Chair’s opening remarks
16:25 - 16:30 5 mins
Stream C: Co-Investments
Chair’s opening remarks
16:25 - 16:30 5 mins
Stream D: VC/Growth
Chair’s opening remarks
16:30 - 17:00 30 mins
Info
Stream A: Fundraising
Europe surpasses the US in PE fundraising in 2018
  • Oliver Gottschalg - Professor of Strategy Department, HEC Paris & Head of Research, PERACS

Where is the cash going?

16:30 - 17:00 30 mins
Stream B : Impact Investing
Innovative Strategies in Private Equity
16:30 - 17:00 30 mins
Info
Stream C: Co-Investments
How has co-investing changed?
  • Panellists James Almond - Partner, Duke Street
  • Raja Hussain - Member, BlackRock Private Equity Partners
  • Arnaud Lipkowicz - Managing Director - Partner, GCM Grosvenor

Looking back over the past 10 years: 

  • To what extent do co-investments outperform fund investments?
  •  How can investors can better navigate this increasing complex and crowded landscape?
  • How has the industry progressed and how well -prepared are co-investment partners for a downturn?
16:30 - 17:00 30 mins
Info
Stream D: VC/Growth
Taking European venture to the next stage

Building confidence in European VC versus other global regions: 

  • What are the hottest VC, growth and tech sub sectors today?
17:00 - 17:30 30 mins
Info
Stream A: Fundraising
Managing LP/GP relationships in the new efficient fundraising environment
  • Moderator Jason Glover - Managing Partner, Simpson Thacher & Bartlett LLP
  • To what extent is fund size expansion by managers an increasing risk consideration for LPs?  
  • How are GPs of oversubscribed funds  preserving long-term relationship with their LPs? 
  • What makes a fund marketable to LPs and how have successful GPs achieved their outstanding fundraisings?
17:00 - 17:30 30 mins
Info
Stream B : Impact Investing
Specialized Private Equity Strategies
  • Moderator Gordon Hargraves - Partner, Private Advisors
  • Panellists Scott Spielvogel - Managing Partner, One Rock Capital Partners

Incumbent generalist growth equity and buyout funds have experienced increased competition from younger, sector-specialized funds over the past decade. 

  • What is causing this specialization? 
  • What are the benefits of being sector specialized, and how can the risks be mitigated?
17:00 - 17:30 30 mins
Info
Stream C: Co-Investments
LP appetite and approach to co-investing
  • Moderator David Jeffrey - Partner, StepStone Group

How direct should LP involvement be in co-investing?. What are the different ways investors do co-investments?  How successful are LPs at building cornerstone partnerships? What are the risks inherent in a co-investment programme and how are these best managed?

17:00 - 17:30 30 mins
Info
Stream D: VC/Growth
Growth equity today

Global growth investing & creative origination in today’s market: 

  • Where do opportunities lie?
17:30 - 18:00 30 mins
Info
Stream A: Fundraising
How sustainable is this record-breaking era of fundraising?

Excess number of funds in the market and compressed fundraising timelines mean its getting difficult for investors to do anything but re- up:

  • How easy is it to maintain the discipline of saying no if there are concerns?  
  • How do LPs looking for a new relationship get a foot in the door? 
  • How are LPs allocating resources and capital to generate the best returns?
17:30 - 18:00 30 mins
Info
Stream B : Impact Investing
Impact Investing
  • Moderator Peter Flynn - Director, Candela Capital
  • Panellists Maggie Loo - Partner, Business Development, Bridges Fund Management
  • Pekka Mäki - Managing Partner, 3TS Capital
  • Justyna Jonska - Investment Manager, Railpen

A PE commercial return and help save the world!

17:30 - 18:00 30 mins
Info
Stream C: Co-Investments
Closed door session on co-investments
  • How are increasingly sophisticated LPs building and managing their co-investment programmes and how do different approaches compare?
  • What are LP views on taking board seats, influencing portfolio companies and risk mitigation?
  • How do the challenges and pitfalls presented to an investor vary depending on the different pipes that source the deal?
  • Opaque fee structures: where are the potential misalignment of interests?
  • What of under-performance and adverse selection?
17:30 - 18:00 30 mins
Info
Stream D: VC/Growth
The truth on returns in European VC
  • How is the market maturing?
  • Who are the next generation transforming European VC?
  • What are the challenges ahead ?
18:00 - 18:05 5 mins
End of Main Conference Day 2
18:05 - 19:30 85 mins
Evening networking reception – Beer & Sausage Party