Day 3

09:00 - 09:30 Morning Coffee and Networking

09:30 - 09:35 Chairperson's Opening Remarks

Adrienne Lawler, Former Newsreader for the BBC & Sky at Now You're Talking

Adrienne Lawler

Former Newsreader for the BBC & Sky
Now You're Talking

  • 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?
John Gripton, Managing Director - Global Head of Private Equity at Capital Dynamics

John Gripton

Managing Director - Global Head of Private Equity
Capital Dynamics

Thorsten Gohlke, Managing Partner at GFEP Family Equity

Thorsten Gohlke

Managing Partner
GFEP Family Equity

Sean Epstein, Head of SAP Private Equity, EMEA at SAP

Sean Epstein

Head of SAP Private Equity, EMEA
SAP

Jonas Kjellberg, Former Head of Internet Investments at KINNEVIK. at Bridge 140

Jonas Kjellberg

Former Head of Internet Investments at KINNEVIK.
Bridge 140

  • 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
Natasa Williams, Partner at Vestra Wealth

Natasa Williams

Partner
Vestra Wealth

Tom Erikson, Partner at Aeris Capital

Tom Erikson

Partner
Aeris Capital

Mark Advani, Partner at Livingbridge

Mark Advani

Partner
Livingbridge

Adrienne Lawler, Former Newsreader for the BBC & Sky at Now You're Talking

Adrienne Lawler

Former Newsreader for the BBC & Sky
Now You're Talking

Martin Calderbank, Managing Partner at Agilitas Private Equity

Martin Calderbank

Managing Partner
Agilitas Private Equity

10:55 - 11:20 Morning Coffee and Networking

  • Is bridge financing a good driver for value creation? If so, how and why?

  • How can you best optimise and limit costs of operational value add through effective management

  • How to execute turnaround investments for superior operational improvement

  • Effectively managing data to ensure that the portfolio company is in line for successful exit- how best can this be performed?

Eduoard Eloy, Head of Product Offering Private Equity & Real Estate Securitisation at Caceis

Eduoard Eloy

Head of Product Offering Private Equity & Real Estate Securitisation
Caceis

Sarah Clarke, Director at Ffs

Sarah Clarke

Director
Ffs

Rahul Bhasin, Managing Partner at Baring Private Equity Partners India

Rahul Bhasin

Managing Partner
Baring Private Equity Partners India

Jonathan Harvey, European Head, Fund Finance at Investec

Jonathan Harvey

European Head, Fund Finance
Investec

12:00 - 12:35 INTERVIEW: How to achieve long-term investments through broader asset class allocation?

  • What are the criteria for allocation for the following asset classes, and are they changing?
  • If so, why and by how much?
  • How do alternative investments differ regarding 1) generating alpha and 2) consistent delivery of returns?
  • How to compete with the bigger LPs to ensure you get good quality assets: 1) Infrastructure, 2) Private debt, 3) Real estate
  • Amir Sharifi, Director at Ardian

    Amir Sharifi

    Director
    Ardian

    Jean-Bernard Wurm, Partner at JBW Partners

    Jean-Bernard Wurm

    Partner
    JBW Partners

    Juhani Silanpaa, Investment Director, Infrastructure, Europe at AMP Capital Redding Investor

    Juhani Silanpaa

    Investment Director, Infrastructure, Europe
    AMP Capital Redding Investor

    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
    Ferdinand Seibert, Managing Director at Zurich Alternative Asset Management

    Ferdinand Seibert

    Managing Director
    Zurich Alternative Asset Management

    12:55 - 13:00 Closing remarks from the chairperson

    13:00 - 23:59 Networking Lunch and Close of Capital Creation 2015