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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

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