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07.15<br />
-<br />
08.10<br />
Main Conference Day Two<br />
Thursday, 8th November 2012<br />
LP-Only Breakfast<br />
Open to pre-qualified pension funds, foundations and endowments, sovereign wealth funds, DFIs & ILPA members only. To see if you qualify for a place, please contact: lgriffin@icbi.co.uk<br />
07.45 Morning Coffee<br />
08.10 Opening Remarks From the Chair<br />
08.15<br />
08.45<br />
09.05<br />
09.35<br />
LPs<br />
NAV AND ALLOCATION<br />
How Are Asset Managers Growing NAV? Assessing The Relative Return Of Private Equity In Portfolios And Its Allocation<br />
Moderator: Karen Rode, Head of Global Private Equity & Infrastructure Research, AON HEWITT<br />
Mike Powell, Head of Alternatives, USS<br />
Christian Hinze, Managing Partner, SWISS RE PRIVATE EQUITY PARTNERS<br />
Peter Gale, CIO, HERMES GPE<br />
Andrew Musters, Global Head of Private Equity, ROBECO<br />
Title to be confirmed<br />
Jon Haick, Managing Partner, BROOKFIELD ASSET MANAGEMENT<br />
INVESTING IN EUROPE<br />
Is Europe Toxic? How Does Perception Differ From Reality And Why Should Foreign LPs Continue To <strong>Invest</strong>?<br />
Marc Boheim, Managing Director, Alternative <strong>Invest</strong>ment & Manager Selection Group, GOLDMAN SACHS<br />
INTERNATIONAL LPS & EUROPEAN FUNDS<br />
How Do Non-European LPs View Europe And How Is This Affecting Their <strong>Invest</strong>ment Strategy Today?<br />
Which Geographies, Sectors And Strategies Are Of Most Interest To Them Now And How Is This Changing?<br />
Moderator: Gail Guerin, Partner, GUERIN ASSOCIATES<br />
Spencer Miller, Director, OPTRUST<br />
Koonal Gandhi, CIO, KAISER FAMILY FOUNDATION, Jane Rowe, Senior Vice President, TEACHERS’ PRIVATE CAPITAL<br />
Cari Lodge, Director of <strong>Invest</strong>ments, TULANE UNIVERSITY, Alex Bangash, Managing Director, RUMSON GROUP<br />
LPs<br />
10.10 Coffee - DEDICATED LP/GP “SPEED- NETWORKING” Meet and match your fund with LPs<br />
MAKING MONEY IN EUROPE<br />
How Can You Make Money In Europe Now?<br />
Which Strategies Will Work In A Low Growth Environment And Who Has The Skills To Execute Them?<br />
10.40<br />
Moderator: Wim Borgdorff, Managing Partner, ALPINVEST<br />
Lionel Assant, Senior Managing Director, THE BLACKSTONE GROUP<br />
Joseph Schull, Managing Director, Head of Europe, WARBURG PINCUS, Uli Fricke, Managing General Partner, TRIANGLE VENTURE CAPITAL GROUP MANAGEMENT<br />
INTERVIEW<br />
11.10<br />
What Are The Five Most Important Questions A Private Equity Firm Needs To Ask Itself To Deliver Long-Term Outperformance?<br />
Martin Halusa, CEO, APAX PARTNERS Interviewed by: Maarten Vervoort, Managing Partner, ALPINVEST PARTNERS<br />
11.30<br />
12.10<br />
12.40<br />
DEALS<br />
Examining The Current Deal Activity Of Large & Mid-Market Funds – What Are Buy-Outs Buying And How Do They Allocate Large Funds In Today’s Market?<br />
Moderator: Thomas Puetter, Chairman, ANCORA FINANCE<br />
Paul S Levy, Founder & Managing Partner, JLL PARTNERS<br />
Ralf Huep, Managing Partner, ADVENT INTERNATIONAL, Jan Ståhlberg, Deputy CEO, EQT PARTNERS<br />
Franck Falézan, Managing Director, Carlyle European Partners (CEP), THE CARLYLE GROUP<br />
GLOBAL ENERGY MARKET<br />
Energy Equipment And Services Will Need $38 Trillion Over The Next 24 Years: What Are The Needs Globally And In Europe?<br />
Alex Krueger, President, FIRST RESERVE CORPORATION<br />
LP PANEL & FUNDRAISING<br />
Shaping The Industry For The Next Ten Years - What Are The Issues For LPs? Where Are The <strong>Invest</strong>ment Opportunities And Challenges Created By The Current Macro And Fundraising Environment?<br />
Moderator: Josh Lerner, Jacob H Schiff Professor of <strong>Invest</strong>ment Banking, HARVARD BUSINESS SCHOOL<br />
Torben Vangstrup, Managing Partner, ATP PRIVATE EQUITY PARTNERS<br />
David Turner, Managing Director, Head of Private Equity, GUARDIAN LIFE INSURANCE COMPANY OF AMERICA<br />
Neil Harper, Managing Director, MORGAN STANLEY ALTERNATIVE INVESTMENT PARTNERS<br />
Sergey Sheshuryak, Head of European <strong>Invest</strong>ment Team, ADAMS STREET PARTNERS<br />
Frédéric Godbout, Vice President, Funds Group, CAISSE DE DEPOT ET PLACEMENT DU QUEBEC<br />
13.10 Lunch - Sponsored by<br />
U.S.ELECTION SPECIAL<br />
14.30<br />
FOLLOWING US ELECTION RESULTS: GLOBAL ECONOMIC OUTLOOK<br />
Todd Buchholz, White House Former Director of Economic Policy<br />
15.20<br />
15.50<br />
STATE OF THE UNION PANEL<br />
How Will The Eurozone Crisis And Debt Scarcity Impact The Private Equity Industry?<br />
Moderator: Vincenzo Morelli, Partner Emeritus & Senior Advisor, TPG CAPITAL, & Chairman, EVCA<br />
Todd Buchholz, White House Director of Economic Policy, Maarten Vervoort, Managing Partner, ALPINVEST PARTNERS<br />
THE FUTURE OF PRIVATE EQUITY<br />
Consolidation In Private Equity – Which Funds Will Disappear, Which GPs Will Survive And Who Will Be The Most Successful New Teams Emerging?<br />
Moderator: Jeremy Coller, CIO, COLLER CAPITAL<br />
Hugh MacArthur, Global Head of Private Equity, BAIN & CO, Michael Green, CEO, TENEX CAPITAL<br />
David Jeffrey, Partner, Head of Europe, STEPSTONE GROUP & Bob Brown, Managing Director, ADVENT INTERNATIONAL<br />
16.20 Afternoon Tea<br />
16.45<br />
17.15<br />
LPs<br />
Stream A - Real Assets & Emerging Markets Stream B - LPs Stream C - Mid Market & Listed PE<br />
CHINA<br />
Is China Heading For A Hard Landing And Who Are The Firms Best Positioned<br />
To Exploit The Next Five Years? Assessing The Dynamics Of The Chinese Economy,<br />
Its Regulatory Environment And The Issues Around RMB And US Dollar Funds<br />
Ludvig Nilsson, Managing Director, JADE INVEST<br />
(further panellists tbc)<br />
TURKEY<br />
Turkey - A Risk Adjusted Return Perspective: To What Extent Is There Too<br />
Much Money-Flowing Into This Market and How Significant Are The Risks Coming<br />
From The Eurozone?<br />
Memet Yazici, Managing Partner, TRPE CAPITAL<br />
Nevena Batchvarova Marsili, <strong>Invest</strong>ment Manager, Fund of Funds,<br />
IDEA CAPITAL FUNDS<br />
Ogeday Karahan, Managing Partner, EURASIA CAPITAL PARTNERS<br />
SUCCESSION<br />
Succession Issues As A Focus Of Due Diligence: How Should GPs Best Handle<br />
And Communicate To LPs The Transfer Of Power Within Firms?<br />
Moderator: James Burdett, Partner, BAKER & MCKENZIE<br />
Michael Lindauer, Managing Director, Global Co-Head Fund <strong>Invest</strong>ments,<br />
ALLIANZ CAPITAL PARTNERS<br />
Peter McKellar, CIO, SL CAPITAL PARTNERS<br />
Vicky Williams, Head of Private Equity, BP INVESTMENT MANAGEMENT<br />
FEES<br />
How Much Money <strong>Invest</strong>ed By LPs Is Lost In Fees? Who Actually Benefits In<br />
Practice From The Waterfall And What Are The Net Returns?<br />
Chairman:<br />
Hans Albrecht, Founder & Partner, NORWIND CAPITAL<br />
U.S.<br />
Elections<br />
MID MARKET & SMALL MID MARKET<br />
What Is The Optimal Model For Creating Operational Value-Add In An<br />
Environment That’s Stacked Against You?<br />
Dominique Peninon, Chairman & Managing Partner,<br />
ACCESS CAPITAL PARTNERS<br />
Jan Johan Kühl, Managing Partner, POLARIS PRIVATE EQUITY<br />
Jesper Knutssøn, Senior <strong>Invest</strong>ment Manager,<br />
DANSKE PRIVATE EQUITY<br />
Carl Harring, Managing Director, HIG EUROPE<br />
Mid<br />
Market<br />
LOWER MID MARKET<br />
Strategies For Success In The Current Macroeconomic Environment –<br />
Which Strategies Will Work In Different European Markets?<br />
Moderator: Sasha van de Water, Managing Director,<br />
KEYHAVEN CAPITAL PARTNERS<br />
Scott Church, Partner, REDE PARTNERS<br />
Dana Haimoff, Managing Director, JP MORGAN ASSET MANAGEMENT<br />
Jan Moulijn, Consultant, INDURO CAPITAL<br />
4<br />
17.45<br />
FRONTIER MARKETS<br />
Exploiting Growth In Africa, Indonesia And Other High-Risk Frontier Markets:<br />
To What Extent Are There Qualified GPs Able To Deliver Attractive Returns And How<br />
Far Does Perception Match The Real Opportunity?<br />
Anne-Maree Byworth, Managing Director, WATLEDGE CONSULTING<br />
Ziad Oueslati, Co-Founder & Managing Director, TUNINVEST<br />
Steve Cowan, Managing Director, 57 STARS<br />
Scott McCormack, Partner, GRANITE CAPITAL MANAGEMENT<br />
Jean-Marc Savi de Tove, Partner, CAURIS MANAGEMENT<br />
Jack Lowe, Co-founder & Chairman, AZURE PARTNERS<br />
CO-INVESTMENTS<br />
Accommodating The Demand For Co-<strong>Invest</strong>ments – Examining<br />
The Challenge for GPs And The Capabilities And Expectations Of LPs<br />
Moderator:<br />
Craig Donaldson, Head of Client Services & Strategy, HG CAPITAL<br />
Alexandre Motte, Head of Co-<strong>Invest</strong>ments, AXA PRIVATE EQUITY<br />
Geoffrey Geiger, Senior <strong>Invest</strong>ment Manager, Private Markets Co-<strong>Invest</strong>ments,<br />
UNIVERSITIES SUPERANNUATION SCHEME<br />
John Schumacher, Chairman, NEW YORK LIFE CAPITAL PARTNERS<br />
Sean J. Hill, Partner & Co-head of the Private <strong>Invest</strong>ment Funds Group, PROSKAUER<br />
18.15 End of Sessions<br />
18.15 Gala Networking Cocktail Reception<br />
LISTED PE<br />
Examining The Role Of Listed Private Equity – What Next?<br />
Moderator:<br />
Ross Butler, Director, LPEQ<br />
Ian Armitage, Chairman, HG CAPITAL<br />
Maurice Tchenio, Chairman & CEO, ALTAMAR AMBOISE<br />
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