IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Key Sessions

DJ Peterson

5 geopolitical issues to watch: Managing future risks and opportunities

Longview Global Advisors

Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
Showing of Streams
08:15 - 09:30 75 mins
Info
Breakout sessions
LP breakfast meeting
  • Hosted By Matthew DeMatteis - Director of Research, ILPA

By Invitation Only

Hosted By: ILPA

Open to pre – qualified pension funds, insurance companies, Single Family Offices, foundations, endowments, DFI’s and SWFs only

Goldilocks & the GPs: How Many Managers is "Just Right"?

Hosted By: Matthew DeMatteis, Director of Research, ILPA

Changes in target allocation, distribution pacing, monitoring costs, and performance are among the many factors that can influence an LP’s decision about the optimal number of managers in their PE portfolio. These factors can often lead to difficult decisions about reducing their manager count or identifying the best new managers that also “fit” into their forward calendar. In this interactive discussion, audience members will share how their organization has approached decisions about the optimal manager count. For those who have elected to reduce their number, how did they decide which GPs to move on from, and how did they communicate that decision to the GP?

08:45 - 09:30 45 mins
Main Conference sessions
Registration
09:30 - 09:35 5 mins
Main Conference sessions
Chair’s opening remarks
  • Chair John Crocker - Managing Partner, Matinicus LLC
09:35 - 10:00 25 mins
Main Conference sessions
5 geopolitical issues to watch: Managing future risks and opportunities
  • Speaker DJ Peterson - President, Longview Global Advisors
10:00 - 10:45 45 mins
Info
Main Conference sessions
International investing
  • Moderator John Crocker - Managing Partner, Matinicus LLC
  • Panellists Salome Gvaramia - Founder and CEO, Lamaria Capital
  • Nizam Azar - Managing Director, Silicon Valley Bank
  • Cliff Meijer - Managing Director, Headway Capital Partner
  • Vivianne Akriche - Managing Director, eurazeo

Investing outside of the U.S: analysing returns and mitigating political, economic and currency risks. The difference between investing domestically vs internationally. Examining the global climate for trade and internationalization

10:45 - 11:15 30 mins
Info
Main Conference sessions
Asia and China in the spotlight
  • Moderator David Lam - General Partner, Atlantic Bridge Capital
  • Panellists Ray Wu - Managing Partner, SkyeChee Ventures
  • Jason Lin - Managing Director, Global Bridge Capital
  • Wayne Shiong - Partner, China Growth Capital
  • When will Asian LPs increase their presence in the US, and how do US LPs manage the influx from SWF, pension funds, and family offices?
  • Comparing North American and Asian investors: what are the differences in expectations regarding performance and relationship tenure? 
  • What is the real opportunity for North American PE in China?
  • How will the changing political and policy environment in China and the US shape opportunities and risks?
11:15 - 11:45 30 mins
Networking Breaks
Networking break
11:45 - 12:30 45 mins
Info
Main Conference sessions
Investing in Europe: what to expect
  • Moderator Paul Kwon - Senior Vice President, Private Equity, Unigestion
  • Panellists Chip Schorr - Senior Managing Director, One Equity Partners
  • Stefan Braeggar - Managing Partner, POLARIS Investment Advisory AG
  • Maya Rodriguez - Founder & CEO, AZR Capital
  • Mark Turner - Partner, Livingbridge

Examining the latest trends in European fundraising and investing. Uncovering the key factors behind the recent developments and looking ahead to how the political and regulatory environment is set to shape the future of European investing. Opportunities as Brexit plays out and AIFMD in the new era 

12:30 - 13:30 60 mins
Info
Main Conference sessions
Exploring different approaches of investing in emerging markets
  • Moderator Christopher Zook - CIO & Chairman, CAZ Investments
  • Panellists Serge LeVert-Chiasson - Senior Partner, Managing Director of Operations & CCO, Sarona Asset Management
  • Scott McDonough - Managing Director, Alta Growth Capital
  • John Haggerty - Managing Principal, Director of Private Market Investments, Meketa Investment Group
  • Michiel Timmermann - Managing Partner, Mbuyu Capital Partners

How does investing in emerging markets fit into overall allocation of PE in the US? How does it compare to investing in developed markets? Analysing the investment ecosystem of Europe and North America vs. LatAm, Asia, Middle East and Africa

13:30 - 14:30 60 mins
Networking Breaks
Networking lunch break
14:30 - 15:00 30 mins
Info
Main Conference sessions
A winning sector strategy
  • Sanjana Tiwari - Director, BMO Global Asset Management
  • In conversation with Vipul Amin - Managing Director, The Carlyle Group

Sector-focused versus generalist private equity funds – who is generating better returns? Defining the right sector strategy, identifying and overcoming common pitfalls. Measuring the results of sector-focused investments. What sectors are currently getting LP attention?

15:00 - 15:20 20 mins
Info
Main Conference sessions
Life Sciences & Healthcare
  • Michael Greeley - General Partner, Flare Capital Partners
  • In conversation with Stacey Seltzer - Partner, Aisling Capital

Strategies and subsectors driving strong PE returns in Healthcare: risks and opportunities for LPs. So what drives the outperformance?  What are the risks and opportunities for LPs going forward?

15:20 - 16:00 40 mins
Info
Main Conference sessions
Private Real Estate & Infrastructure
  • Moderator Kelly DePonte - Managing Director , Probitas Partners
  • Panellists Alex Darden - Partner, EQT Partners
  • John Anderson - Head of Corporate Finance, John Hancock/Manulife
  • Tingting Zhang - President & Portfolio Manager, TerraCotta Group

Analysing the opportunity and scale of global real estate and infrastructure investment demand. What are the best strategies for achieving sizable returns? 

16:00 - 16:30 30 mins
Info
Main Conference sessions
Fintech and blockchain in private equity
  • Chris Sugden - Managing Partner, Edison Partners

Unlocking the secret to success: what makes Fintech such a popular target for PE firms, hedge funds and venture capital firms? How is Blockchain changing the scene of private equity investing? Getting to grips with the basics: what do you need to know if you want to start investing in Fintech? What is next for Fintech and Blockchain?

16:30 - 17:00 30 mins
Info
Main Conference sessions
Energy & Renewables
  • Justin DeAngelis - Partner-International Power, Denham Capital
  • Scott Brown - CEO & Managing Partner, New Energy Capital

What is an LP appetite for investing in Energy sector? Has clean energy become a more attractive investment than traditional energy? Grid Parity – clean energy vs. carbon-based energy

17:00 - 17:05 5 mins
Networking Breaks
End of Conference