Capital Creation 2015 (past event)
28 - 30 September, 2015
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Day 3
09:00 - 09:30 Morning Coffee and Networking
09:30 - 09:35 Chairperson's Opening Remarks
09:35 - 10:15 ALL STAR PANEL: What is value creation today? Exploring the best strategies to add sustainable value and drive returns
- Identifying the differences in value creation for a manager and for an investor
- What is really expected from a GP in 2015/16?
- How important is leverage for company growth and expansion? What are the best strategies for growth? Organic? Consolidation? Acquisition?
- Where is the proof that fund managers are truly supporting and developing their portfolios?
10:15 - 10:55 ALL STAR PANEL: How to source attractive, high quality deals in a no growth economy and an increasingly competitive market
- How to find off market deals when you are always being benchmarked, interests rates are low and yields are compressing?
- Where to find alternative deal flow considering the regulatory pressures on investment banks
- How to stay competitive and stay front of mind for intermediaries- the importance of brand and reputation
- Has this limited deal size? Is smaller more beautiful since you get less leverage?
- Managing the regulatory and cost burden for small institutional investors
10:55 - 11:20 Morning Coffee and Networking
11:20 - 12:00 ALL-STAR PANEL: How to best plan for value creation and ensure efficient cash flow and management
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Is bridge financing a good driver for value creation? If so, how and why?
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How can you best optimise and limit costs of operational value add through effective management
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How to execute turnaround investments for superior operational improvement
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Effectively managing data to ensure that the portfolio company is in line for successful exit- how best can this be performed?
12:00 - 12:35 INTERVIEW: How to achieve long-term investments through broader asset class allocation?
12:35 - 12:55 CLOSING KEYNOTE: Impact investments- Sourcing assets that have a strategic position for long term investments
- Looking at where the assets guarantee a return and make a social impact
- What are the other levers that can improve value?
- How important is ESG as a deciding factor in investments? Dissecting cash flow to best identify where to add value and create a growing utility
- Evaluating what you know and understanding how your expertise can be helpful in the company