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Key Sessions

Andrea Auerbach

Are private equity returns doomed?

Cambridge Associates

Molly Bloom

Guest speaker: Molly’s Game: The true story

“Molly's Game: The True Story of the 26-Year-Old Woman Behind the Most Exclusive, High-Stakes Underground Poker Game in the World”

Virginie Morgon

Keynote address: Let’s imagine a new model for private equity

Eurazeo

08:00 - 08:30 30 mins
Registration and welcome coffee
08:30 - 08:40 10 mins
Day 2
Chair’s welcome address
  • Chair Kevin Kuryla - Managing Director, UBS
08:40 - 09:10 30 mins
Info
Day 2
Impact investing
  • Moderator Amit Bouri - CEO, Global Impact Investing Network
  • Panellists Lord Deben - Chairman, Sancroft International & Committee on Climate Change
  • Urban Angehrn - Group Chief Investment Officer, Zurich Insurance Group
  • Vijay Advani - CEO, Nuveen
  • Sylvia Wisniwski - Managing Director, Finance in Motion

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 - 09:35 25 mins
Info
Day 2
Electronic polling session
  • Moderator Henny Sender - Chief Correspondent, Financial Times
  • Panellists Mark Redman - Global Head of Private Equity, OMERS
  • Helen Steers - Partner, Head of European Investment Team , Pantheon
  • David Mussafer - Managing Partner, Advent International

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
Engaged conversation: LP only session: ESG, culture, diversity and values
  • Hosted By Eva Halvarsson - CEO, AP Fonden 2
  • How does LPs integrate an evaluation of GPs work with ESG in their due diligence-process?
  • How does LPs think when they evaluate the corporate culture and values within a GP and how does that correlate to great performance?

By invitation only, Limited to 20 participants

The Chatham House Rule applies 

No Press

09:35 - 10:05 30 mins
Day 2
Keynote interview: Investing in the digital economy of the future
  • Interviewee Robert F. Smith - Founder, Chairman & CEO, Vista Equity Partners
  • Interviewer Devin Banerjee - Senior Editor, Financial Services, LinkedIn
10:05 - 10:30 25 mins
Day 2
Are private equity returns doomed?
  • Andrea Auerbach - Managing Director and Head of Global Private Investment Research, Cambridge Associates
10:30 - 11:00 30 mins
Info
Day 2
Keynote panel: Portfolio construction and value creation in an overheated market
  • Moderator Andrea Auerbach - Managing Director and Head of Global Private Investment Research, Cambridge Associates
  • Panellists Pamela Hendrickson - COO & Vice Chairman, Strategic Initiatives, The Riverside Company
  • Eva Halvarsson - CEO, AP Fonden 2
  • Jennifer Dunstan - Partner, Head of Fund Investor Relations , 3i
  • Eileen Burbidge - Partner, Passion Capital

Private equity’s future challenge of how to access capital from LPs given the growing complaints surrounding fees and performance

11:00 - 11:30 30 mins
Morning coffee and networking break
11:30 - 12:10 40 mins
Day 2
Guest speaker: Molly’s Game: The true story
  • Molly Bloom - Poker entrepreneur and author, “Molly's Game: The True Story of the 26-Year-Old Woman Behind the Most Exclusive, High-Stakes Underground Poker Game in the World”
12:10 - 12:35 25 mins
Day 2
Off the record: investment strategies in uncertain times
  • Interviewee Joe Delgado - Managing Director & Deputy Head of Strategic Equity, New Mountain Capital
  • Interviewer Jake Elmhirst - Head of Private Markets, UBS
12:30 - 13:00 30 mins
Info
Engaged Conversations
SuperReturn boardroom
  • Hosted By Al Kim - Director of Investments, Helmsley Charitable Trust
  • Przemek Obloj - Managing Director, PSP Investments

Closed door Q&A 

The Chatham House Rule applies

No press

12:35 - 13:00 25 mins
Day 2
Keynote interview: Navigating the cycle as an all-weather investor, what’s next?
  • Jeff Aronson - Co-Founder, Managing Principal, Centerbridge Partners
  • Interviewed by Henny Sender - Chief Correspondent, Financial Times
13:00 - 13:30 30 mins
Day 2
The global investment landscape for 2019: CEO insights on key opportunities and challenges for Private Capital
  • Kewsong Lee - Co-Chief Executive Officer, The Carlyle Group
  • Interviewed by Jason Kelly - Executive Editor & New York Bureau Chief, Bloomberg
13:30 - 14:30 60 mins
Info
Networking lunch break
14:30 - 14:35 5 mins
Day 2
Afternoon plenary chairman
  • Chair Marc Wursdorfer - Managing Director, EMEA Head of Private Funds Group, UBS Investment Bank
14:35 - 15:00 25 mins
Day 2
Keynote address: Let’s imagine a new model for private equity
  • Virginie Morgon - CEO, Eurazeo
15:00 - 15:30 30 mins
Info
Day 2
How is the European mid-market innovating in an increasingly competitive market?
  • Moderator Jim Strang - Managing Director & Head of EMEA, Hamilton Lane
  • Panellists Matthew Brockman - Managing Partner, Hg
  • Frode Strand-Nielsen - Managing Partner, FSN Capital Partners
  • Íñigo Sánchez-Asiaín - Founding Partner, Portobello Capital
  • Eric Bismuth - Founder & President, Montefiore

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
Emerging markets: the next frontier for investors?
  • Moderator Mounir Guen - CEO, MVision Private Equity Advisers
  • Panellists Seymur Tari - CEO , Turkven Private Equity
  • Rainer Ender - Head of Investment Management, Schroder Adveq
  • Alexandre Saigh - Senior Managing Partner & Co-Founder, Patria Investments
  • Anne Fossemalle - Director, Private Equity Funds, European Bank for Reconstruction and Development (EBRD)

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
  • Chair Oliver Gottschalg - Professor of Strategy Department, HEC Paris & Head of Research, PERACS
16:25 - 16:30 5 mins
Stream B : Value Add/ Impact
Chair’s opening remarks
  • Chair Dante Leone - Managing Partner, CP-DL
16:25 - 16:30 5 mins
Stream C: Co-Investments
Chair’s opening remarks
  • Chair Mark C. Boyle - Industry Veteran, Industry Veteran
16:25 - 16:30 5 mins
Stream D: VC/Growth/Global Startups
Chair’s opening remarks
  • Chair Anne Glover - Chief Executive, Amadeus Capital Partners
16:30 - 17:00 30 mins
Stream A: Fundraising
A look into the PE industry’s analytical tools of the future and what AI can tell us already now about the human side of PE fund due diligence?
  • Oliver Gottschalg - Professor of Strategy Department, HEC Paris & Head of Research, PERACS
16:30 - 17:00 30 mins
Stream B : Value Add/ Impact
Innovative strategies in private equity
  • Moderator Dante Leone - Managing Partner, CP-DL
  • Panellists Tom Naughton - CEO and Director of Investor Relations, New Energy Capital Partners
  • Dominik Bub - Investment Director, YIELCO Investments
  • Stefan Lehotkay - Partner, Clearsight Investments
  • Frank Baker - Co-Founder and Managing Partner, Siris Capital Group
16:30 - 17:00 30 mins
Info
Stream C: Co-Investments
How has co-investing changed?
  • Hosts Raja Hussain - Director, BlackRock Private Equity Partners
  • Arnaud Lipkowicz - Managing Director - Partner, GCM Grosvenor
  • Elias Korosis - Partner, Hermes GPE
  • Benjamin Alt - Head of Investments DACH & Nordics, Schroder Adveq Management

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/Global Startups
Growth equity today
  • Moderator Anne Glover - Chief Executive, Amadeus Capital Partners
  • Panellists Roni Elchahal - Managing Director, General Atlantic
  • Julian Riedlbauer - Partner, GP Bullhound
  • Barnaba Ravanne - Chief Investment Officer, FSI

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

  • Where do opportunities lie?
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
  • Panellists Teck Loon Goh - Head of Investor Relations, GGV Capital
  • Daniel Winther - Head of Private Equity & Infrastructure, Skandia Life
  • Michael Wolfram - Director, Bfinance
  • Stephen Quinn - Global Head of Financial Sponsors, Commercial Banking, Lloyds Bank
  • 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 : Value Add/ Impact
Specialized private equity strategies
  • Moderator Gordon Hargraves - Partner, Private Advisors
  • Panellists Scott Spielvogel - Managing Partner, One Rock Capital Partners
  • Pierre Abadie - Executive Director, Tikehau Investment Management
  • Terrence Tehranian - Partner , Pioneer Point Partners
  • Ben Belldegrun - Managing Partner, Pontifax AgTech

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
  • Panellists Théodore Economou - Chief Investment Officer, Lombard Odier
  • Stephan Breban - Board Member, Dean Wetton Advisory
  • Florian Kreitmeier - Managing Partner & Co-CEO, SwanCap Partners
  • Geoffrey Geiger - Head of Private Equity Funds & Coinvestments, USS Investment Management

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 - 17:15 15 mins
Stream D: VC/Growth/Global Startups
Exits and valuations impacted by internationalisation of startups and corporate investors
  • Martin Haemmig - Adjunct Professor, CeTIM & GLORAD
17:15 - 18:00 45 mins
Stream D: VC/Growth/Global Startups
Performance impact of global startups and corporate investors
  • Moderator Martin Haemmig - Adjunct Professor, CeTIM & GLORAD
  • Panellists Eric Buatois - General Partner, Benhamou Global Ventures
  • Francisco Velázquez de Cuéllar - President, Axon Partners Group
  • Dominique Mégret - Head, Swisscom Ventures
  • Rafaèle Tordjman - Founder & CEO, Jeito
17:30 - 18:00 30 mins
Info
Stream A: Fundraising
How sustainable is this record-breaking era of fundraising?
  • Moderator Javier Espinoza - Private Capital Correspondent, Financial Times
  • Panellists Luke Finch - Head of Client Services, Hg
  • Nigel van Zyl - Partner, Proskauer
  • Neil Harper - Chief Investment Officer, Morgan Stanley Alternative Investment Partners

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 : Value Add/ Impact
Impact investing
  • Moderator Peter Flynn - Director, Candela Capital
  • Panellists Pekka Mäki - Managing Partner, 3TS Capital Partners
  • Maggie Loo - Partner, Business Development, Bridges Fund Management
  • Justyna Jonska - Investment Manager, Railpen
  • Beth Houghton - Partner – Head of Palatine Impact Fund, Palatine Private Equity

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
  • Hosted By: Oliver Schumann - Managing Director, Capital Dynamics
  • Hassan El Khatib - Managing Director, Equity, European Bank for Reconstruction and Development (EBRD)
  • Mark C. Boyle - Industry Veteran, Industry Veteran
  • Roberto Torrini - Managing Director, Co-Investments , AlpInvest Partners
  • 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?
18:00 - 18:05 5 mins
End of Main Conference Day 2
18:05 - 19:30 85 mins
Info
Evening networking reception – Beer & Sausage Party
08:00 - 08:30

Registration and welcome coffee

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Showing of Streams
Showing of Streams
11:00 - 11:30

Morning coffee and networking break

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

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
Info

Evening networking reception – Beer & Sausage Party

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