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FUNDRAISING 08.30 Coffee & Registration 09.00 Opening Remarks From The Chair 09.10 09.40 10.10 What Is A Sustainable Level Of Annual Fundraising In The Longer Term Across The Private Equity Industry? Mark O’Hare, Founder & CEO, PREQIN STATE OF THE UNION What Are The Size And Constituents Of The LP Buying Community Globally, And The Key Trends For Each Type Of LP In Terms Of Fund Investing? How Much Capital Is Raised Each Year And How Many GPs Can This Support? Kelly Deponte, Partner, PROBITAS PLACEMENT AGENTS’ INSIGHTS ON FUNDRAISING How Do GPs Think They Can Successfully Collect The Money They Are Targeting? What Do GPs Have To Demonstrate Today To Secure Their Intended Commitment Levels? Moderator: Paul Denning, CEO, DENNING & CO Scott Church, Partner, REDE PARTNERS, Kelly Deponte, Partner, PROBITAS 10.40 Morning Coffee 11.10 11.40 12.20 INVESTING CRITERIA & DIFFERENTIATION Determining The Ways To Differentiate A Fund Which Are Most Relevant To LPs Today - What Will Incentivise LPs To Invest Into One Fund Over Another? What Are The Criteria LPs Are Using To Select And Back Tomorrow’s Winners Today? Moderator: Catherine Lewis La Torre, Partner, FONDINVEST CAPITAL Kaarina Suikkonen, Investment Director, Private Equity, FERI INSTITUTIONAL ADVISORS Peter Keehn, Global Head of Private Equity, ALLSTATE INVESTMENTS James Strang, Managing Director, HAMILTON LANE Anselm Adams, Director, Private Equity Senior Portfolio Manager, PECA LPS’ PANEL Understanding The Mindset And Challenges Facing LPs In Today’s Fundraising Environment Moderator: Gail Guerin, Partner, GUERIN ASSOCIATES Mirja Lehmler-Brown, Investment Director, Private Equity, SCOTTISH WIDOWS INVESTMENT PARTNERSHIP Jonas Nyquist, Head of Buy-Out Fund Investments, SKANDIA Hans van Swaay, Partner, LYRIQUE Tom Eriksson, Partner, AERIS CAPITAL Nick Shaw, Head of Private Equity, CAMBRIDGE UNIVERSITY INVESTMENT OFFICE QUICK FIRE SHOWCASE Showcasing Fundraising Talent In Ten 90-Second Fund Introductions Led by: Benjamin Ball, Director, BENJAMIN BALL ASSOCIATES 12.40 KEYNOTE 12.40 ADDRESS David Bonderman, Founding Partner, TPG 13.10 Lunch LPS’ STRATEGIES Where Do LPs Feel Underserved And How Do They Divide Up The Investment World? Analysing The Funds, Sectors, Geographies And Strategies Which Are Now Core To Investors’ Platforms 14.30 Moderator: Philippe Roesch, Managing Director, RIAM ALTERNATIVE INVESTMENTS Hannes Ambacher, Head of Institutional Banking & Private Equity, BANK GUTMANN Jason Cipriani, Partner & Head of Private Capital, STERLING STAMOS CAPITAL MANAGEMENT William van Eesteren, Managing Director, WILSHIRE ASSOCIATES EUROPE Paul Newsome, Head of Investment Selection, UNIGESTION 15.05 15.45 BUILDING FUNDRAISING MOMENTUM Overcoming LPs’ Desire For Optionality And Building Fundraising Momentum – To What Extent Are Early Closing Incentives And Other Sweeteners A Double-Edged Sword? Moderator: Mounir Guen, CEO, MVISION Catherine Lewis La Torre, Partner, FONDINVEST CAPITAL Katja Salovaara, Senior Portfolio Manager, Private Equity, ILMARINEN MUTUAL PENSION INSURANCE COMPANY Robert Swift, Chief Operating Officer, STIRLING SQUARE CAPITAL PARTNERS ALTERNATIVES TO FUNDS Alternative Types Of Fundraising - Is A Ten Year Partnership, With Five Year Investment Period Really The Only Option In Today’s Market? Moderator: Kelly Deponte, Partner, PROBITAS PARTNERS Craig Donaldson, Head of Client Services & Strategy, HG CAPITAL Arnaud Lipkowicz, Director, Customized Funds Investment Group, CREDIT SUISSE Rainer Ender, Co-Head, Investment Management, ADVEQ 16.05 Afternoon Refreshments 16.45 17.05 17.45 CHANGES TO INVESTOR RELATIONS How Is The Investor Relations Function Changing? Examining The Size, Strategy And Nature Of Successful Fundraising Teams In The Current Environment And What Has Worked Best In Terms Of Fundraising? Moderator: John Barber, Partner Co-Head Investor Services, BRIDGEPOINT CAPITAL Kristin Custar, Principal, Head of Investor Relations, THE JORDAN COMPANY Laurent De Rosiere, Partner, BC PARTNERS Martin Dunnett, Managing Director, Fundraising & Investor Relations, WARBURG PINCUS NEW SOURCES OF CAPITAL Widening The Net Beyond Traditional Fund Sources – What Are The Long-Run Trends In Private Equity Investor Capital Flows? Where Will New Sources Of Investor Capital Come From And How Can Their Needs Be Met? Moderator: Veera Somersalmi, Partner, GLOBAL PRIVATE EQUITY Mounir Guen, CEO, MVISION Jussi Saarinen, Investor Relations Director, EQT PARTNERS Rhonda Ryan, Managing Director, Head of Private Funds Group, Europe PINEBRIDGE INVESTMENTS John Kremer, Partner, ADAMS STREET PARTNERS INTERACTIVE FUNDRAISING LP-SIMULATOR GAME Understanding The Mindset Of Investors – How To Think Like An LP In Today’s Ultra-Competitive Fundraising Environment - Make Your Own Investment Decisions From Newly Updated Fund Case-Studies Led by: Simon Thornton, Managing Director, PEARONLINE With participants: Ian Simpson, Partner, AMALA PARTNERS Michael Hewett, Managing Director, STRATEGIC VALUE PARTNERS Dan Aylott, Private Investments Specialist Consultant, CAMBRIDGE ASSOCIATES Rune Jepsen, Principal, QIC GLOBAL PRIVATE EQUITY Hannah Tobin, Vice President, HARBOURVEST PARTNERS Jeremy Lytle, Investor Relations Director, ECI PARTNERS 19.00 End of Summit 19.30 Summit Drinks Reception 2 LPs The SuperInvestor Summits - Tuesday 6th November 2012 SECONDARIES 08.30 Coffee & Registration For latest programme and to register: www.icbi-superinvestor.com Tel: +44 (0) 20 7017 7200 Fax: +44 (0) 20 7017 7807 Email: info@icbi.co.uk 09.20 09.30 10.10 Opening Remarks From The Chair Brenlen Jinkens, Managing Director, COGENT PARTNERS EUROPE CURRENT DEALS Analysing Supply And Demand In The Current Market – Who Are The Sellers And What Is Their Reason For Selling Today? Moderator: Nigel Dawn, Global Co-Head Private Funds Group, UBS Gabriel Mollerberg, Managing Director, GOLDMAN SACHS Carlo Pirzio-Biroli, Managing Director, DB PRIVATE EQUITY Elaine Small, Partner, Secondary Investments, PAUL CAPITAL Jonathan Pittal, Partner, SJ BERWIN PRICING Assessing Pricing And Discounts To NAV in 2012 - Where Is This Going in 2013 And 2014? What Are The Implications For Returns? Moderator: Bernhard Engelien, Managing Director, COGENT PARTNERS EUROPE Christophe Nicolas, Partner, ALPINVEST PARTNERS Henri Isnard, Managing Partner, ARCIS André Aubert, Partner, LGT CAPITAL PARTNERS Mathieu Dréan, Managing Partner, TRIAGO 10.50 Morning Coffee 11.20 12.00 BEYOND BUYOUTS Exploring The Newest Areas For Secondary Activity And Their Potential - Emerging Markets, Infrastructure, Energy, Real Estate Etc Moderator: Andrew Sealey, Managing Partner & CEO, CAMPBELL LUTYENS Oliver Gardey, Partner, POMONA CAPITAL Michael Flood, Managing Director, NORTHLEAF CAPITAL Boriana Karastoyanova, Director, CREDIT SUISSE STRATEGIC PARTNERS Marleen Groen, CEO, GREENPARK CAPITAL GP-LED DEALS Finding Exit Solutions For Mature Portfolio Companies And In-House Fund Of Fund Teams - Managing The Conflicts Between GPs And LPs Moderator: Bruno Bertrand, Partner, BAKER & MCKENZIE Valérie Handal, Principal, HARBOURVEST PARTNERS Ken Sawyer, Managing Director, SAINTS CAPITAL Pierre-Antoine de Selancy, Managing Partner, 17 CAPITAL 13.10 Lunch 14.30 15.10 HEAD TO HEAD DEBATE: GROWTH IN SECONDARIES Is The Secondaries Market Set To Double In Size Or Will It Retreat? How Much Will Secondary Deal Processing (Execution Mechanics, Staffing, etc.) Need To Change To Accommodate Higher Volume? Mark O’Hare, Founder & CEO, PREQIN Yann Robard, Senior Principal, Private Investments, CANADA PENSION PLAN INVESTMENT BOARD ELECTRONIC PLATFORMS Examining The Value, Role And Significance Of Electronic Trading Platforms For Secondaries Moderator: Brenlen Jinkens, Managing Director, COGENT PARTNERS EUROPE Francois Gamblin, CEO, SECONDCAP (further panellists tbc) 15.50 Afternoon Refreshments 16.30 Title to be confirmed 16.45 17.20 Debate Sponsored by DIFFERENTIATION ON THE BUY-SIDE Successful Differentiation In Fundraising - Are The Larger Secondaries Firms Distinct From Each Other? How Should LPs Distinguish Among Secondary Buyers, Large And Small? Laura Shen Lefranc, Partner & Co-Founder, HEADWAY CAPITAL PARTNERS Pablo Calo, Managing Director, Private Equity Secondaries PINEBRIDGE INVESTMENTS Greg Holden, Partner, ADAMS STREET PARTNERS INVESTORS IN SECONDARIES Too Much Exposure To The Same Assets? What Are The Real Risk Return Assumptions Of LPs Investing In Secondaries? Examining LPs’ Appetite, Strategy And Organisation Skills For Investing Through Secondary Funds Or Directly Moderator: Lance Whitehead, Managing Director, CYGNUS CAPITAL PARTNERS (further panellists tbc) 18.40 Summit Drinks Reception Promote Your Company’s Thought Leadership A small number of speaking and sponsorship opportunities are still available. For more information please contact James Roberts at jroberts@icbi.co.uk or tel: +44 (0)20 7017 7944 "SuperInvestor is thoroughly worthwhile. The level of attendees, their interaction and networking are excellent. It’s a blue-chip event and the perfect place to bring LPs and GPs together to discuss the issues concerning them both." Jon Moulton, Chairman, BETTER CAPITAL
Main Conference Day One Wednesday, 7th November 2012 07.45 Registration & Coffee 08.15 Opening Remarks From The Chair 08.20 09.10 09.40 10.05 EUROPE - HER CURRENCY & ECONOMY The Outlook For Europe – Examining The Economic & Currency Environment & How This May Develop Roger Bootle, Managing Director, CAPITAL ECONOMICS HEAD TO HEAD WITH INDUSTRY EXPERTS Who Is Equipped To Succeed In The Current Economic Environment? Assessing Winning Opportunities, Strategies, Sectors And Firms Moderator: Thomas Kubr, Executive Chairman, CAPITAL DYNAMICS Owen Clarke, Managing Director & CIO, EQUISTONE PARTNERS John W. Jordan II ("Jay"), Chairman and Managing Principal, THE JORDAN COMPANY Christopher Masek, Managing Partner, IK INVESTMENT PARTNERS Ivan Vercoutere, Partner, LGT CAPITAL PARTNERS Lionel Zinsou, Chairman & CEO, PAI PARTNERS Models Of Compensation: Sharing Risk And Reward, While Keeping Alignment & Motivation Guy Hands, Chairman & CIO, TERRA FIRMA The Changing Funds Scene: Changes In Terms, Structures & Regulation To Meet A Challenging Marketplace Jonathan Blake, Head of International Funds Group, SJ BERWIN & George Pinkham, Head of International Funds Group, SJ BERWIN 10.30 Morning Coffee - Sponsored by 11.00 DISTRESSED INDUSTRY KEYNOTE Leon Black, Chairman, Chief Executive Officer and Director, APOLLO GLOBAL MANAGEMENT 11.25 12.00 12.25 12.55 THE WALL OF DEBT Bank Assets And The Wall Of Debt – What Is The Scale Of The Opportunity In Reality, When Will It Be Realised And Which Companies Have The Best Skill Set To Exploit It? Moderator: Christophe Evain, Managing Director and CEO, ICG P Oliver Sarkozy, Managing Director, Global Head of Financial Services, THE CARLYLE GROUP Frank Bruno, Head of Global Investments, CERBERUS CAPITAL MANAGEMENT Mathieu Guillemin, Managing Director, European Principal Group, OAKTREE CAPITAL MANAGEMENT KEYNOTE ADDRESS How A Global Investment Firm Views The Volatile Macroeconomic Climate Henry McVey, Head of Global Macro & Asset Allocation, KKR THE PRIVATE EQUITY BUSINESS MODEL Examining The Dynamics Of Disintermediation – How Are Separately Managed Accounts, Multi-Asset Class, Single-Manager Deals, Directs And Co-Investments Transforming The Private Equity Business Model? Moderator: Kathleen Bacon, Managing Director, HARBOURVEST PARTNERS Allen MacDonell, Senior Director, Private Equity, TEACHER RETIREMENT SYSTEM OF TEXAS Peter Pereira Gray, Managing Director, Investment Division, THE WELLCOME TRUST Ralph Aerni, CIO, SCM STRATEGIC CAPITAL MANAGEMENT, Jo Taylor, Vice President, TEACHERS’ PRIVATE CAPITAL CREATING VALUE Maximising Returns To Investors By Building Great Companies Stuart Gent, Global Co-Head of Portfolio Group, BAIN CAPITAL 13.15 Lunch - Sponsored by 14.40 15.00 15.20 16.00 Stream A - Debt & New Structures 14:40 - 15:00 Q&A with Roger Bootle, Managing Director, CAPITAL ECONOMICS 15:00 - 15:20 EUROPEAN DIRECT LENDING How Can LPs Benefit From The Distress In European Banking? What Will Determine Success Or Failure In Private Lending? Anthony Fobel, Partner, Head of Private Lending BLUEBAY ASSET MANAGEMENT DEBT IN A FUND CONTEXT? Are Credit Opportunity Funds A Serious Alternative To Bank Financing And Can Debt Work In A Fund Context? To What Extent Will Terms And Return Expectations Need To Change For LPs To Invest? Moderator: Sanjay Mistry, Director, MERCER Jeremy Ghose, Debt Chairman, 3i (further panellists tbc) DISTRESSED DEBT PANEL WALL OF DEBT Kicking The Can Down The Road - What Will Banks Do With Their Corporate Debt And For How Long Can They Defer Selling Such Assets? How Can Investors Best Take Advantage Of The Perceived Opportunity In Distressed And Which Funds Have Emerged As Leaders? Moderator: Nicolas von der Schulenburg, Managing Director, PORTFOLIO ADVISORS Jerome Nommé, Principal, SUN EUROPEAN PARTNERS Mogens Kjolbye, Partner, NORTH SEA CAPITAL Peter Spasov, Partner, MARLIN EQUITY PARTNERS Stream B - LP Issues & Real Assets 14:40 - 15:40 - FUND INVESTORS How Are The Components Of The Primary Fund Investment Market Changing? – How Many GPs Can This Support And What Will The Buying Community Look Like In Five Years’ Time? Moderator: Richard Allsopp, Managing Partner CAMPBELL LUTYENS Simon Jamieson, Director FF&P ASSET MANAGEMENT James Heath, Managing Director, PATHWAY CAPITAL Uwe Fleischhauer, Founding Partner & Managing Director YIELCO INVESTMENTS Luba Nikulina, Global Head of Private Markets TOWERS WATSON Karen Rode, Head of Global Private Equity & Infrastructure Research, AON HEWITT Knut Kjaer, Chairman, FSN CAPITAL 15:40 – 16:00 Speaker & topic tbc REAL ASSETS Agribusiness, Commodities, Energy, Infrastructure And Real Estate: What Are Viewed As Real Assets Today? Examining Their Access Via Private Equity Moderator: Eric Warner, Partner & Executive Director, ALTIUS ASSOCIATES Kaarina Suikkonen, Investment Director, Private Equity, FERI INSTITUTIONAL ADVISORS Berry Polmann, Executive Director, ADVEQ MANAGEMENT Uwe Fleischhauer, Founding Partner & Managing Director, YIELCO INVESTMENTS 16.40 Afternoon Tea plus: DEDICATED LP/GP “SPEED- NETWORKING” Meet and match your fund with LPs 17.10 17.50 18.10 DISTRESSED AND TURNAROUNDS Focus On Equity Distressed: What Will Be The Next Wave Of Distressed Opportunities In Europe? How Are GPs Preparing Themselves To Capitalise On These? Moderator: Armando D’Amico, Managing Partner, ACANTHUS ADVISERS Jakub Crhonek, Managing Partner, CLEARSIGHT INVESTMENTS Jean-Louis Grevet, Founder & Managing Partner, PERCEVA Christian Hollenburg, Founder, PERUSA 17:50 – 18:10 New GP Models For A Much Altered European PE Market John Arney, Managing Partner, ARLE PARTNERS 18:10 – 18:30 DEAL BY DEAL MODEL How Sustainable Is The Deal-By-Deal Model? How Are New Fund Structures And Terms Providing Flexibility In The Current Fundraising Market, And What Are The Challenges And Implications? Peter Taylor, Managing Partner, DUKE STREET LPs CUSTOMISED ACCOUNTS How Fair Are Customised Accounts To Traditional/ Smaller LPs? Examining The Conflicts Of Interest Involved In And Impact On Returns Of Separately Managed Accounts Moderator: Rhonda Ryan, Managing Director, Head of Private Funds Group, Europe, PINEBRIDGE INVESTMENTS Jos van Gisbergen, Senior Portfolio Manager, Manager Selection, SYNTRUS ACHMEA Benjamin Revillon, Managing Director, ACG PRIVATE EQUITY TERMS What Is The New Normal For Private Equity Terms Going Forward? How Are GPs Currently Aligning Themselves With LPs’ Interests? Moderator: Dana Haimoff, Managing Director, JP MORGAN ASSET MANAGEMENT LPs Mark Boyle, Director, Private Equity Funds, NORTHWESTERN MUTUAL CAPITAL Peter Keehn, Global Head of Private Equity ALLSTATE INVESTMENTS (tbc) David Lindstrom, Managing Director, METLIFE INVESTMENTS Nigel van Zyl, Partner, PROSKAUER Stream C - Specialisation & Mid Market Stream Chair: Nathalie Duguay, Partner, SJ BERWIN SPECIALISATION Is Specialisation The Key To Fitness For The Future? To What Extent Is The Demand For More Narrowly Focussed Funds Good Or Bad? To What Extent And In Which Markets And Sectors Do Specialised Teams Outperform Generalists? Moderator: Hamish Mair, Director, Head of Private Equity Funds, F&C ASSET MANAGEMENT Anna Dayn, Head of Private Equity, CARDANO David Porter, Managing Partner, APPOSITE CAPITAL Jeffrey Montgomery, Co-Founder & Managing Partner, GMT COMMUNICATIONS PARTNERS Mark Calnan, Global Head of Private Equity, TOWERS WATSON BEST IN CLASS Best In Class: Assessing Options And Funds To Optimise Returns In A Low Growth Europe Healthcare: Pierre-Michel Passy, CEO & Founding Partner, EDMOND DE ROTHSCHILD INVESTMENT PARTNERS (EdRIP) Financial Services: Günther Skrzypek Managing Partner, AUGUR CAPITAL (further panellists tbc) MID MARKET Where And How Are Returns To Be Made In The Current Market Environment? Are Returns Only To Be Found In Northern Europe? Rod Richards, Managing Partner & Chairman, GRAPHITE CAPITAL MANAGEMENT Fabio Sattin, Chairman, PRIVATE EQUITY PARTNERS SGR (further panellists tbc) FUNDING MID-MARKET DEALS Where Will Financing Come From And How Will Deals Be Done In Future? Who Will Fill The Gap Left By Banks In Providing Mid-Market Buy-Out Debt In Europe? Moderator: Guy Semmens, Partner, ARGOS SODITIC Terry Hughes, Partner, HUTTON COLLINS (further panellists tbc) CREATING VALUE Money Making Strategies In Europe - Which Will Work In A Low Growth Environment And Who Has The Skills To Execute Them? Moderator: Christopher Bödtker, Managing Partner, AKINA Walter Butler, Managing Partner, BUTLER CAPITAL PARTNERS John Hartz, Managing Partner, INFLEXION PRIVATE EQUITY PARTNERS Garry Wilson, Partner, ENDLESS 18.30 CHAMPAGNE ROUNDTABLE DISCUSSIONS - Your choice of interactive discussion roundtables over champagne – see page 11 for details 19.30 The SuperInvestor Drinks Reception - Sponsored by Guest Speaker For latest programme and to register: www.icbi-superinvestor.com Tel: +44 (0) 20 7017 7200 Fax: +44 (0) 20 7017 7807 Email: info@icbi.co.uk LPs Superb Additional Features Delegate QuickFire Showcase 6 November 12:20 In this informal session delegates will have 90 seconds to promote their fund to the whole audience. Live feedback will be given by Benjamin Ball, an expert in pitches and presentations as well as a panel of LPs. Places secured on a first-come first-served basis Interactive Fundraising LP Simulation Game 6 November 17:45 For those who wish to understand what LPs really think and what drives their decision-making, we have the perfect team game. Attendees will choose from a selection of anonymous case-study funds, and make investment decisions in groups over champagne. Then LPs provide feedback on how they would approach decision making and fund selection today. LP/GP Structured Speed Networking 7 November 16:40 8 November 10:10 The only way to meet 15 LPs in 15 minutes! LPs and GPs are divided into two groups and take a minute each to make introductions and swap business cards, before moving on. LPs review new funds, GPs meet potential new investors; all in double quick time. If there is a fit you can follow up later. Champagne Roundtables 7 November 18:30 Your chance to meet speakers and fellow delegates, discuss ideas, debate questions and network in a brilliant face-to-face format, all accompanied by chilled champagne. For details see page 11 Two Gala Receptions 7 November 19:30 8 November 18:15 One of which will be held at a fabulous external venue. Unmissable! Special Guest Speaker 7 November 08:20 Roger Bootle, Managing Director of Capital Economics will examine the outlook for the European economy including an analysis of the economic and currency environment. Don’t miss the predictions of this economics guru. Best In Class Fund Showcase Stream C - 7 November 15:20 Hear from some of the hottest funds across a variety of sectors. Each fund has 10 minutes to present sector analysis and outlook for investments and returns. If you are interested in showcasing your investment opportunity, please contact: James Roberts at jroberts@icbi.co.uk 3
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