Capital Creation 2015 (past event)
28 - 30 September, 2015
Array
Speakers
2015 Speakers
Neil oversees the global investment programme at Morgan Stanley, which is approximately $11bn in size. He invests across primaries, secondaries and co-investments. He has extensive experience in private equity investments, and providing consulting services to corporate and private equity clients.
First Reserve is the largest global private equity investment firm exclusively focused on energy. They have completed more than 550 transactions (including platform investments and add-on acquisitions) on six continents. Antti is focused on the energy equipment, manufacturing and services sectors for over three years.
With more than $35 billion AUM, Warburg Pincus is a global private equity firm, with a leading reputation in Europe as a growth investor, and has invested more than $50 billion in over 720 companies in more than 35 countries. Martin is a Managing Director at Warburg Pincus focussing on European fundraising and investor relations.
After a successful career as Anchor in the newsrooms of the BBC & SKY as well as co-hosting the top daytime show for ITV (Everything Must Go!), Adrienne now specialises in delivering outstanding events for the Corporate Sector. It’s an environment she feels particularly comfortable in as, unlike many other Presenters, Adrienne’s working life started out there within the competitive environment of Sales, Marketing & Advertising. Along the way, she has set up companies, bought and sold investment properties and been involved with various charities for whom she has helped to raise around £6 million for. It's Adrienne quick wit, well informed and easy to relate attitude that gets the audience engaged and excited.
The Pensions Reserve Fund (France) is France’s largest pension fund, and currently have € 600Blns in PE investments carried out in 2007-2009, however given the 2010 pension reform, investments have been shortened. Olivier’s key responsibilities involve chairing the asset manager selection committee and currently evaluating how to diversify into unlisted assets.
Credit Suisse Private Banking & Wealth Management is one of the leading global investment banks, and a leading European fund of fund. Anja is in a unique position where she has been holding senior positions at Credit Suisse e.g. Head of Macro Research, currently as Head of Investment Strategy for Asset Management and over the last year, the Banks Chief Investment Officer (CIO) for Europe.
Zurich Alternative Asset Management ("ZAAM"), the New York-based alternative investment arm of Zurich Insurance Group, are in the top 10 leading insurance investors worldwide. Ferdinand is heavily involved in emphasising the topic of responsible investments and application ESG criteria. With responsibilities overseeing the Zurich’s allocation dedicated to Impact Investments, approved as part of Zurich’s Private Equity program, Ferdinand is perfectly placed to discuss the objectives of such investments to result in intentional beneficial and measurable social impact on its targeted communities.
Cyril Demaria
Executive Director, Private Markets Analyst (Chief Investment Office)
UBS Private Banking
Executive Director, Private Markets Analyst (Chief Investment Office)
UBS Private Banking
Cyril is in charge of private markets research at the Chief Investment Office of UBS. His current position and experience in managing venture capital funds puts him in an ideal position to discuss how the current PE market is developing regrading risk and opportunities. He notably authored "Introduction to private equity" (Wiley, 2010 and 2013) and "Private equity funds investing" (Palgrave, 2015) which results of his doctoral research.
Abbott is one of the top 30 global fund of funds by AUM, and Matthew heads up the European branch, Abbott Capital Management (Europe), Abbott’s FCA authorised UK subsidiary located in London. He reviews investment opportunities, with specific emphasis on analysis and due diligence for prospective investments, and is engaged in the negotiation of business and legal issues, ongoing monitoring of investments and profit realisation from distributed securities.
Munich RE Group, the top German reinsurance group is one of the world’s leading reinsurers. Frank is responsible for private equity, venture capital and infrastructure direct and fund investing as well as in M&A (buy and sell side), analysis of business plans and valuation models, co-ordination and execution of due diligence processes, portfolio management, board representation.
As Partner at one of the top 20 global GPs by AUM, Blair co-Heads the Direct Lending Group's efforts in London. Ares Management Limited, a subsidiary of Ares Management, was established as an expansion of the Ares business platform into Europe, and focuses on European capital markets operations. Blair runs the firm's European operations as a Partner, including oversight of private debt and equity investments.
Ardian (previously Axa Private Equity) has US$50 billion of assets managed or advised, and even though distinctly European, maintains a global outlook. Amir is Director of ARDIAN’s Infrastructure Group and acts as board and audit committee member in several portfolio companies in the energy sector. He has also set up and monitors the asset management processes of the team, including the recruitment and management of operating partners.
Alcyon Holding is a Swiss family office, that invests in private equity and has a globally diverse portfolio. As Director, Christina oversees private equity and other investments in the alternative space. She also held a role as Director at the global private equity firm KKR, and from that, has a deep understanding of the investor relations role as well as the challenges of investing in the private equity asset class.
Rahul Bhasin is the Managing Partner of Baring Private Equity Partners India and a Senior Partner and Global Board Member of Baring Private Equity Partners (BPEP) International. Rahul is also a member of the Investment Committee of several Baring funds in India and Russia. Rahul has been an advisory board member of the ING group in India and serves on board of various companies. Prior to Baring India, Rahul was a member of the Global Asset Allocation Committee at Citibank based in London.
Paul is responsible for Unigestion's private equity investment team responsible for the oversight of primary fund investments, secondaries and co-investments globally. Unigestion is an alternative asset management firm with EUR 7 billion of assets under management, headquartered in Geneva with offices in London, Paris, New York and Singapore.
Phil is responsible for the strategic development of August Equity and the investment strategy of the funds under management. The company focuses on investments in lower middle market, management buyouts, buy-ins, development capital, replacement, and expansion capital. He chairs the Investment Committee and leads the firm’s investment development activities, and in 2013, he led the successful fundraising of August Equity Partners III.
Nazar Massouh is CEO and Managing Partner of Orion Energy Partners, a private equity firm founded in 2015 to continue his investing experience of the last 12 years focused on downside protected investments in lower to middle market energy companies. Prior to Orion, he was the Founding Partner and Portfolio Manager of Energy Capital Partners Mezzanine Opportunities Fund, an $805 million private equity fund with a similar investment strategy to Orion. Mr. Massouh lead and managed the Fund at Energy Capital for four years successfully investing and committing over $700 million across a diversified portfolio of energy companies. Prior to joining Energy Capital, Mr. Massouh had a 14-year career in domestic and international power and energy markets including 7 years at Goldman Sachs where he most recently served as Managing Director in the principal commodities business.
Adveq Management is the 17th largest fund of funds globally, and manages $5.7 billion worth of assets under management. Richard covers Adveq's investment activity for the European investment program and has extensive experience in corporate M&A in Europe.
As Principal of AlpInvest’s Secondary Investment team, Wiebe focuses on European transactions. Besides straight LP stake purchases, AlpInvest more recently successfully invested across complex GP-led situations, such as spin-outs, stapled secondaries and fund restructurings.
Chi Cheung
Director, DB Private Equity, Head of Europe, Secondaries
Deutsche Alternative Asset Management
Director, DB Private Equity, Head of Europe, Secondaries
Deutsche Alternative Asset Management
Based in London, Chi is Head of Europe for Secondaries and is responsible for identifying and analyzing secondary investment opportunities and leading the execution and management of transactions. Chi joined Deutsche Bank in 2000 working as an Associate in Global Corporate Finance and was involved in the reorganisation of the proprietary Private Equity portfolio (€5.1bn) of Deutsche Bank AG in the UK and US from 2003 to 2006. Chi holds a MA in Economics from Cambridge University.
As a Senior Adviser to an independent credit investment specialist, Cordet Capital, Magnus has experience in direct lending solutions to mid-market businesses in Northern Europe. Magnus will join CORDET as Co-Managing Partner in October 2015, he was previously Senior Partner at Triton. An investment specialist, Magnus has over 25 years of experience over 3 credit cycles.
Cyril Tergiman joined EQT Partners in 2008 and is a founding Partner of EQT's Credit team in London. Prior to joining EQT Partners, Cyril was involved in structuring and negotiating financing for leveraged buyouts, levered corporates, as well as restructurings as a professional in the leveraged finance teams at Citi and before that at BNP Paribas in London.
Bobby is a Capital Markets, Private Equity & Real Estate professional specialising in asset management, emerging private equity, credit derivative markets and financial engineering. He has an extensive international network at institutional, family office & HNW individual level and he has a proven track record in discreet off-market transactions. He has set up and built a number of businesses and he has an entrepreneurial approach.
As the second largest European fund of fund, with assets under management of over $20 Billion, Adam Street Partners are premier providers of global private equity investment solutions. Sachin is a member of the Direct Investment Team with a specific focus on growth and buyout co-investments. In this role he is involved in the sourcing, screening, execution, monitoring and exiting of growth and buyout co-investments.
Pete set up Candela Capital in 2003 to meet the distribution needs of small to mid-sized funds who want a personalised, long-term relationship with a distribution partner. His 25 years' of experience from Pantheon Ventures, InvestorForce, Fleming Asset Management and NM Rothschild & Sons gives him a unique insight into the needs of the institutional investor - be they pension funds, private banks, family offices, insurance companies or fund-of-funds.
Capital Dynamics is in the top 10 European fund of funds, by AUM. John is responsible for private equity and investment management experience covering Europe, the US, and emerging markets. John was recently inducted to the British Venture Capital Association’s (BVCA) Hall of Fame in recognition of his outstanding long-term contributions to the UK private equity industry, such as serving on the BVCA’s Responsible Investment Advisory Board until the end of 2013.
As Partner responsible for origination and execution, Francois focuses on the French and Southern European markets, with core responsibilities in the investment tea, investing for Coller International Partners V and VI. He has sourced and managed a number of the firm’s investments, both direct and LP transactions.
Co–founder of Cubera Private Equity, an independent investment firm specialised in secondary investments in Nordic private equity. Through his experience as direct and institutional investor, CEO and entrepreneur, Gutzen brings a deep understanding of all aspects within private equity. Till has spent five years previously as fund manager with the largest Nordic private equity investor, Sjätte AP-fonden (AP6). Before Sjätte AP-fonden, he was CEO at Maxitech Elektronik AB and investment manager at the Swedish investment firm AB Traction and co-founder of Leipzig Rail Service GmbH (LRS), Germany´s largest independent railcar maintenance firm.
Anna Guglielmi is head of Investor Relations in Quadrivio. After the degree in Management Engineering at Politecnico of Milan she had a previous experience as consultant in Alix Partners. In 2010 she moved in Fondamenta (now Quadrivio Capital SGR) as investment analyst and then as funds risk manager. Since 2012 she is responsible of all investors of Quadrivio and she is involved in fund rasing activities and special project.
Martin has many years experience in the industry and focuses on the unique attribute of private equity over other equity models: the ability to support strong managers leading their companies through transformational change. Martin has played a prominent role in 12 private equity investments in the UK, Continental Europe and the US. Martin started his career with McKinsey and holds an MBA from Harvard Business School and an MA in Mathematics from Cambridge University. He speaks English and French.
Christiaan provides liquidity to institutions and individuals seeking an exit from their private equity investments, including both limited partnership interests and portfolios of direct investments. Headway focuses on small to medium sized deals and more complex situations.
With extensive experience on all aspects of private equity, including fund formation work, and in mergers and acquisitions including cross-border leveraged buy outs, disposals, syndications and secondary transactions, Daniel has advised investment managers on a wide range of fund formation matters, including the establishment of alternative asset funds, green energy and infrastructure funds, emerging market and distressed debt funds. He has also acted for a broad range of investors in private equity, including sovereign wealth funds, pension funds, governmental development agencies and others on various aspects of their investment programs including participation in funds and co-investments.
Seligman invests in small European private equity funds, operating in the growth equity and buy-out segments and is the only fund-of-funds manager exclusively dedicated to this top-performing segment of European private equity. Debbie is responsible for sourcing, due diligence and manager selection across all segments of private equity. She also gained in-depth experience in other asset classes and developed the firm's valuation, monitoring and reporting systems.
Matthew is part of the Investec global fund finance team and is responsible for the European Secondary, FoF and LP lending business.
Investec Fund Finance is a leading provider of funding solutions to GP and Funds. The team has completed over 150 transactions over the past 3 years, credit approving over $5bn of lending over the same period across a wide range of solutions including portfolio financing, structured bridging and GP financing.
Pictet Group are a leading European fund of fund, with assets under management of EUR 361 bn. Maurizio is Director of the capital investment team and heads up the private equity group. His extensive experience in direct buyout investments in Europe puts him in a very good position to discussion PE as an asset class and how investments can contribute to true value creation in portfolio companies.
Investec Fund Finance is a specialist finance provider focused on lending to leading funds and fund management teams. Our quick-decision making process, speed of delivery and ability to execute complex deals helps our clients make the most of every opportunity. Jonathan is responsible for European origination and fund finance, including portfolio lending, optimising equity, capital call facilities, GP financing and secondary leverage.
Nigel advises private equity and other alternative asset fund managers, institutional investors and investment advisors on a broad range of issues, including fund formations and fund raisings, secondary transactions, fund investments, internal governance, compliance and organization, carried interest and co-investment arrangements, spinouts, re-organizations and restructurings. A significant portion of Nigel’s practice is representing general partners in the formation, raising, maintenance and on-going operation and compliance of private equity, infrastructure and renewable energy funds and funds of funds.
As Head of the EUR 1bn ERP-EIF Dachfonds at EIF, Bjoern is part of the VC team where he is responsible for making and monitoring investments in Venture Capital funds in Europe with a particular focus on Germany. His portfolio includes some 80 European VC funds. He also oversees the European Angel Fund co-investment programme with Business Angels, the Dutch Venture Initiative fund-of-funds where he is also an investment committee member and the LfA-EIF Facility, a EUR 100m fund-of-funds for the Bavarian region.
As Director of Strategy and Product Marketing for Intralinks, Ms. McAlpine is responsible for the go-to-market strategy and driving the growth of Fundspace, the leading communication platform for Alternative Investment fund managers and investors. Prior to joining Intralinks, Ms. McAlpine worked in the Private Fund Group at Credit Suisse. While at Credit Suisse, she raised capital from institutional and high net worth investors for domestic and international private equity firms. Before Credit Suisse, Ms. McAlpine worked in the Mergers, Acquisitions and Corporate Advisory Group at Deutsche Bank focusing on the Healthcare industry. Ms. McAlpine graduated from Georgetown University with a BSBA in Finance.
Bruno is a partner in the Private Investment Funds Group at Proskauer. He has extensive experience in the private equity secondary market and has worked on many of the landmark transactions in this area, both in Europe and in the U.S. In addition to his robust secondaries practice, Bruno advises institutional investors, including sovereign wealth funds and pension funds, in their primary investments in private equity funds and other private equity transactions.
European Capital is an investment company for pan-European equity, mezzanine and senior debt investments with €0.9 billion of assets under management. They invest in and sponsors management and employee buyouts, invests in private equity buyouts and provides capital directly to private and public companies headquartered predominantly in Europe and have originated and managed approximately €3.6 billion invested in over 100 portfolio companies, in a diverse range of industry sectors over the last 9 years. As Managing Director, Head of France, Tristan originated, executed and managed midcap buyouts.
Access Capital partners has €6 billion of assets under managements and focuses on the European mid-market in private equity, private debt and infrastructure offering fund investments’ solutions (primary and secondary) as well as direct investments’ solutions both through co-mingled funds and managed accounts. Louis manages the private equity investments and fundraising and is integral in managing LP demands and commitments.
Dr. Neubert is an industry expert and highly specialised and focused on institutional quality managers, spin-outs and growth funds of excellent management teams and placement of these companies in Europe. Top Capital Advisors is an Alternative Asset firm specialised in Private Equity Secondaries and Capital Introductions and is the leading buy side agent for Private Equity Secondaries. In Primaries Top Capital Advisors has built a strong business in Europe focused on developing partnerships with Family Offices, Private Banks, Insurances, Pensionfunds and other institutional investors.
PineBridge Investments is a principal investment firm specializing in distressed investments and US $5.3 billion of assets under management. They have committed approximately US $15 billion to private markets since 2000 across various strategies and geographies. Cristina has responsibilities in sourcing, evaluating and executing secondary private equity investments on a global basis, a sector of the business that over the last eight years that has been active across developed and emerging markets through both fund and direct investments made up of both equity and debt-related assets.
JBW Partners invests in, or finds investors for, a broad range of real estate ventures and funds, both for its own account and as a single-family office, with a focus on Germany, UK and the US. Jean-Bernard has extensive experience in the European and US property markets as an investment banker in with JP Morgan Paris & Frankfurt, and in NYC with Bankers Trust/Deutsche Bank and HVB Capital.
Since 2008 Savvas Savouri has been a partner and chief economist at Toscafund Asset Management, having headed economics and strategy departments at a number of investment banks. Before entering financial services Savvas taught at the LSE, Oxford University and Moscow State University. Dr Savouri was awarded a doctorate in Econometrics and Mathematical Economics from the LSE where he also obtained masters and bachelor degrees in the same discipline.
FF&P Asset Management manages capital for the Fleming family. On 6th November Stonehage announced a merger with Fleming Family & Partners (‘FF&P’), a London-based Multi-Family Office. This has created the largest independent Multi-Family Office in the EMEA region. The combined company is called Stonehage Fleming Family and Partners ('Stonehage Fleming'). Richard heads up the private equity team and alternatives business.
Thorsten founded a leading investment office that professionalises long-term portfolio ownership for large enterprising families and institutions. GFEP Family Equity strategically structures, builds and manages bespoke portfolios of direct and strategic investments. The investment office thereby creates scalable entrepreneurial value for its clients.
Natasa has key responsibilities advising leading investors and high net worth individuals on alternative asset investments in Europe at the UK family office Vestra Private Office. She also have extensive experience in mergers and acquisitions banker focusing on financial institutions.
Sean leads SAP's largest Private Equity-backed market, responsible for driving €200M+ private equity backed incremental revenue and a €1B PE portfolio company pipeline. The team builds and expands partnerships with key global and regional PE firms through individual and cross portfolio value creation activities, co-innovation and product development programs, and identifying potential M&A and Co-Investment opportunities. Sean has extensive P&L experience, general management leadership, talent sourcing/development passion, revenue over-achievement, and product/market innovation. He is a published thought leader on topics including Best Run Boards, Analytics and Better Decision Making; Operations.
Andrew works in the strategic secondaries teams at ICG, the global independent leader in mezzanine finance. He leads a team that focuses on leading restructuring and recaptilisation transactions for older private equity funds. He has more than 16 years of experience investing in private equity, and was formerly partner and managing partner at Palamon Capital Partners and Vision Capital Partners respectively. Most recently, he was CEO and founder of NewGlobe Capital Partners.
Sanjay Tolani joined SunGard in 2014 to lead its private equity solutions in Europe. He has spent 15 years in the private equity industry, with a focus on sales and consulting. His background includes strategic and technical consulting assignments with private equity firms, and private equity software vendors. Previously, Sanjay worked for JP Morgan, Citi and Brown Brothers Harriman.
AMP Capital is a leading investment house with over A$130 billion in funds under management. Juhani's responsibilities span the investment value chain from origination to asset management of the portfolio investments. His extensive experience includes investing in equity, debt, and derivatives in renewable energy and infrastructure sectors.
Tom is responsible for the Private Equity investments at Aeris Capital, a financial advisor to the investment interests associated with a European family. The company manages assets for the family and their charitable foundation, investing across the globe, mainly focused on late venture and buyout.
Christopher advises a number of fund sponsors on product structuring and investor negotiations, spin-out arrangements, incentive structures, together with primary and secondary fund transactions. Christopher also has detailed experience in assisting on fund restructurings and he advises institutional investors on their investment programmes, co-investments and management arrangements with fund sponsors.
CACEIS is the asset servicing banking group dedicated to institutional and corporate clients, and with assets under custody of EUR 2.3 trillion and assets under administration of EUR 1.3 trillion, CACEIS is one of the world market leaders in asset servicing and the largest depositary bank and the premier fund administrator in Europe. Edouard is responsible for Private Equity - Real Estate – Securitisation and helps deploy Bridge Financing for PE funds (>10%) made by CACEIS as a lender and middle office outsourcing .
Tom i regularly advises private equity institutions, management, general corporates and banks on both UK and international investments, mergers and acquisitions, disposals and restructurings. These include mbos, mbis, bimbos, secondary buyouts, public to privates, exits and refinancings, as well as bolt on acquisitions for portfolio companies and debt for equity swaps. He has worked on transactions in many industry sectors throughout his career including the healthcare, hotels, media and telecoms, financial services, retail, real estate, water and energy sectors.
Sarah established Ffs to supply specialist advice and preparation services to alternative asset GPs. She has extensive experience in positioning clients to secure and maximise traction with professional LPs, and has provided fundraising support to over 80 clients worldwide, including a wide range of first time and specialist funds.
Andre co-heads the firm’s Private Equity Secondary practice. LGT Capital Partners has been active on the private equity secondary market since 1998 and has acquired more than 500 underlying limited partnerships representing original commitments in excess of USD 5 billion.
Omnes Capital is a major player in private equity and infrastructure, supporting SMEs with expertise in: venture capital, buyout & growth capital, renewable energy, co-investment, secondary funds of funds. Benjamin is a member of Omnes’ Executive Committee and has key responsibilities in managing the growth and buy out capital investments.
Gail is a marketing, fundraising and investor relations specialist with over 25 years of experience. Her team works with both new and established general partners in all aspects of fund positioning, pre-marketing strategies, marketing materials and fundraising readiness.
Hans van Swaay has been active for more than twenty years in private equity as co-founder of Lyrique, as Head of Private Equity at Pictet & Cie, as Managing Director of UBS Capital, as Managing Director of Merifin and as partner of Lowe Finance. Lyrique invests in private equity for family offices and for private banks. Lyrique makes fund investments in the world’s best private equity and venture capital funds. It also co-invests with these funds. In specific situations Lyrique makes direct investments in and around Switzerland with a focus on succession situations and re-structuring. Hans has made fund investments worldwide and direct investments in Switzerland, Germany, France, the United Kingdom and in the Netherlands. He sat on numerous boards, restructured companies and ran companies as CEO when necessary.
Yalin joined Cinven in 2006. He is a member of the Investor Relations and Fundraising team, responsible for Cinven's Limited Partners in EMEA. He is also a member of the Investment team as Head of Emerging Europe with responsibility for developing Cinven's activities in Turkey and other Emerging European countries.
At Cinven, he has worked on a number of transactions, including Pronet. Prior to joining Cinven, Yalin spent eight years with J.P. Morgan Partners, in New York and London, completing a number of buyout, growth equity, and venture capital investments in a variety of sectors across Western and Eastern Europe. Previously, he was with Chase Manhattan Bank in New York.
At Cinven, he has worked on a number of transactions, including Pronet. Prior to joining Cinven, Yalin spent eight years with J.P. Morgan Partners, in New York and London, completing a number of buyout, growth equity, and venture capital investments in a variety of sectors across Western and Eastern Europe. Previously, he was with Chase Manhattan Bank in New York.
U.S. Venture Partners (USVP), is a venture capital investment firm in Silicon Valley and since its inception USVP has invested more than $2.7 billion in over 450 companies across a broad range of industries, of which 84 have completed an initial public offering. At USVP, Rick focuses on software (enterprise SaaS and security) and consumer services (mobile and e-commerce). Rick currently serves on the Board of Directors at Act-On Software, EasilyDo, HotelTonight, Pluto TV, ScoreBig, Skytree, ThreatMetrix, and Wayin. Rick previously managed numerous USVP investments that have seen successful exits, including Intermolecular, Instantis, myYearbook), Yammer and Trusteer (acquired by IBM).
Laurent focuses mainly on banking, asset management and capital markets at Blackfin Capital Partners. The company focuses on non-leveraged transactions, taking either a majority or an influential minority shareholder position, making investments within the range of €10m to €30m.
One of top 5 European fund of funds and managing €9.1 billion in private equity assets, SL Capital is a leading asset manager working with clients from leading institutional investors from the UK, US and Europe, to family offices and high net worth individuals globally. Merrick is responsible for primary fund investments, secondary fund investments and has a particular focus on co-investments. Furthermore, Merrick is responsible for managing relationships with SL Capital’s Australian clients.
Five Arrows Managers is the Merchant Banking platform of the Rothschild Group, and a leading secondary fund of fund, managing a €260 million fund focused on investing in mid-cap companies in Europe. Benoit-Olivier has been leading Secondary transactions across Europe for the past 11 years, with a particular focus on fund restructurings and team spin-offs.
Mark is a member of the investment committee at the private equity company Livingbridge. The company focuses on investments in the UK, with based growth companies, typically valued from £5m to £100m. Mark has expertise and a strong background in finding new deal opportunities in this market.
Kate works in the Private Investment Funds Group at Proskauer and advises on the establishment, structuring and ongoing operation of a wide range of UK and international investment funds. In addition, she represents a number of fund managers on a range of matters, including internal governance, compliance, carried interest, spinouts and restructurings. A significant portion of Kate’s practice is spent on secondary transactions, as well as synthetic secondary and co-investment structures. She also advises a number of institutional investors globally on their alternative investments.
Stepstone is a global private markets specialist overseeing approximately US$60 billion of private capital allocations, including over US$12 billion of assets under management. With a core focus on working with some of the leading institutional investors, David's experience in secondary and co-investment businesses put him in a very good position to discuss some of the top priorities from the current European investee market.
Nash is an executive director for Morgan Stanley Alternative Investments Partners' Private Equity Secondaries group and has 13 years of industry experience. Prior to his current role, Nash was an analyst working across the AIP platform on primaries, co-investments and secondaries. Previously, he was a member of the quantitative strategy group supporting the Morgan Stanley's Value equity teams. Nash received a B.A. in economics and German from Duke University and an M.B.A. from the Wharton School of the University of Pennsylvania.
Credit Suisse has established a number of private equity strategies that capitalize on an integrated global platform designed to meet investor demand for increasingly more diverse and sophisticated investment solutions. Mark heads up the secondary transactions in both EMEA and Asia for key investors.
Aerius Associates is a private capital markets advisory firm specialising in providing bespoke advice to the Private Equity industry. James has extensive experience in the private equity industry and has managed a significant number of private equity fund placements during that time as well as maintaining and developing relationships with general partners and limited partners in Europe and the rest of the world.
As part of the EIF Lower Mid-Market team, Thierry is responsible for making and monitoring new investments in the growth equity, hybrid debt-equity and debt segment in Europe. Throughout his career, Thierry analysed over 300 transactions and performed over 50 due diligences. His portfolio includes some 30 funds. Next to his investment activity, Thierry has been involved in the set-up of the Mezzanin Dachfonds für Deutschland (a EUR 200m investment program dedicated towards mezzanine funds in Germany) for which he also assumes the investor relations activities.
Frog Capital is a leading growth capital investor focused on technology-led businesses in Europe. Frog is a committed long-term partner, investing in ambitious companies with revenue up to €30m and requiring up to €20m of growth capital. Mike has been an active investor in growth stage, international companies for the last 18 years. Innovation and technology have been at the heart of all of these companies, and Mike’s approach involves working closely with management, co-investors and Board Members.
Oliver's current research focuses on the strategic logic and the performance determinants of private equity investments. A second stream of work looks at the implications of employee motivation for firm performance in different settings. His work has been published in leading academic journals and in various publications for practitioners.
Ralf advises funds of funds and direct investment programs, investing mainly in small and mid-sized companies in Europe. He is responsible for advising on fund investments in the Benelux and the Nordic countries and is a member of the advisory board of several private equity funds. He has been instrumental in setting up the portfolio monitoring for the company’s advised investment vehicles.
Jorge co-founded and is the Managing Director of Baxon Solutions, a software company which provides a web-based application for Portfolio Company Management (Baxon PCMS) for Private Equity firms. He previously founded Baxon Consulting, a boutique consulting firm focused in delivering Valuation, Business Planning and Strategic & Restructuring advice to Private Equity firms and their Portfolio Companies in South America.
Jorge conducted a wide array of projects advising international PE firms in investing in different countries of the region. Baxon Consulting’s engagements included the identification of investment opportunities in the region, valuations, business planning, turnaround initiatives for distressed investments and design an implementation of monitoring and reporting models. Some clients included GE Capital, Advent International, MercInvest, Hicks Tate & Muse, HoldInvest, Shaw Capital, AVP, among others.
Jorge conducted a wide array of projects advising international PE firms in investing in different countries of the region. Baxon Consulting’s engagements included the identification of investment opportunities in the region, valuations, business planning, turnaround initiatives for distressed investments and design an implementation of monitoring and reporting models. Some clients included GE Capital, Advent International, MercInvest, Hicks Tate & Muse, HoldInvest, Shaw Capital, AVP, among others.
Silverfleet Capital is a leading, independent, European private equity firm specialising in mid-market buyouts. Annette has overall responsibility for the firm’s investor and public relations activities with extensive experience in IR and marketing.
Preqin is the alternative assets industry’s leading source of data and intelligence. Our products and services are utilized by more than 24,000 professionals located in over 94 countries for a range of activities including investor relations, fundraising and marketing, and market research. Mark is responsible for the company's strategic development.
Jesper has been involved in the due diligence on several funds in Danske PEP III to Danske PEP V, as well as being responsible for fundraising. Danske PE have a unique approach to investment regarding preferring small lean, first time funds, as well as a tight front picking attitude to European investment. Currently raising a fund of around 650 million euros, this puts Jesper is a perfect position to discuss what first time funds we choose to invest in and why.
JZ International (“JZI”) is an industrial holding investment group that specializes in investing in and growing small to medium-sized businesses in partnership with founders and entrepreneurs. They have made over 25 investments in various sectors throughout Europe and the group has a current combined revenue of more than €3 billion. Investments have been made in the UK, Scandinavia, Germany, Holland, Italy and Spain. Martin has led investments in the business services and financial services sector in the UK, Germany, the Netherlands and Spain and oversees JZI’s strategy in the legal services sector and led the 2013 investment in Winn Solicitors, where he sits on the board. He is a member of the JZI investment committee.
Przemysław Bielicki serves as a Member of the Board of Royalton Partners and Chief Investor Relations Officer. Mr. Bielicki joined Royalton Partners in 1997. Between 1997 and 2004, he was also a principal of EDCM. Prior to joining Royalton Partners, Mr. Bielicki was Chairman of W. Frackowiak & Partners, a corporate finance consulting company based in Poznan Poland, for three years. In this capacity, he advised the Polish government on several privatization transactions.
Ed specialises in the formation of private equity funds, acting for both general partners (GPs) and investors. He has a particular focus on mid-market and large private equity funds, infrastructure funds and carried interest/co-investment arrangements.He also works closely with a number of fund-of-funds houses on all aspects of their activities, including fundraising, separate managed account mandates, fund investment and secondary transactions. He acts for private equity houses and other leading financial institutions, including Triton, Macquarie, Phoenix Equity Partners, Palamon Capital Partners, Balfour Beatty, Capital Dynamics, Pantheon and Cubera.
Jean-Francois Le Ruyet is a Partner of the Quilvest Private Equity team, co-managing US/Europe co-investments and funds programs with a focus on buy-out in Europe. Jean-Francois has over 12 years of experience in PE. Prior to joining Quilvest, Jean-Francois gained strategic consulting experience first with Bain & Company, then with McKinsey, advising PE firms among other assignments. Jean-Francois is a graduate of HEC in Paris and holds an MBA from Columbia Business School.
David is a Managing Director and Co-head of Co-investment at Capital Dynamics. David also chairs the firm’s Clean Energy and Infrastructure Investment Committee. David has 28 years’ experience in private equity and infrastructure, having worked for GE, Ardian and First Reserve. David is a director of the Major Projects Association and a member of the Institution of Engineering and Technology.
Tim is the Managing Partner of Bluetower Associates, a private equity placement agent and advisor specialising in direct secondary transactions. Bluetower was established to bring the skills, knowledge and experience of the secondary investor to managers looking to restructure a fund or to refinance or purchase a portfolio. All the partners at Bluetower have previously worked for secondary funds, the innovative fund structures they have created and funded are a testament to their better understanding of what is possible in the secondary space. Before establishing Bluetower Tim spent 12 years working for secondary funds where he focused on fund raising, deal sourcing, and investor relations. This included four years with Chamonix Private Equity (direct secondary funds), four years with ARCIS Capital (secondary funds) and five years with Pomona Capital (secondary funds and fund-of-funds)
Nazo has spent 20 years in the technology sector with the past fifteen years as a growth capital investor. She is the Managing Partner of C5 Capital, a European specialist technology fund focussed on cybersecurity and big data. Prior to C5 Capital, she invested in technology buyouts for The Carlyle Group starting with Carlyle’s first European tech fund in 2000. Prior to her move to London, Nazo served in an operating role as the Director of Marketing and Business Development for a publicly listed laser technology subsidiary of Thermo Fisher. Outside her investment duties, Nazo has served on a number of public sector boards including The Charity Commission, the regulator to the £60 billion voluntary sector in England and Wales and Arts Council England, the grant making body which contributes £500 million per year to England’s vibrant arts and culture sector.
Formerly Head of Online Investments at Kinnevik (Rocket Internet, Zalando, Global Fashion Group, HelloFresh etc.), Founding Team at Skype where he was VP of Global Sales and responsible for international growth, CEO of Wyatt Media Group, and VP at Lycos Europe, to name a few. Jonas also lectures at Stanford University and co-authored the entrepreneurship book “Gear Up” together with two Stanford professors.
Founded in 2010, Arbour Partners is a leading advisor and arranger in the alternative credit market. Prior to founding Arbour, James led the fund origination business at Merrill Lynch’s Alternative Investment Group in London from 2000-2009. James has designed, originated and placed over 30 mezzanine funds, loan funds and other specialist credit programmes for global institutional investors, achieving several market firsts. James began his financial markets career at Morgan Stanley in 1999.