Capital Creation 2018

24 - 26 September, 2018

Le Meridien Beach Plaza, Monte Carlo

44 (0) 207 368 9854

Day 2

8:00 am - 8:55 am Registration, Coffee and Networking Meetings in the Meetings Zone

8:55 am - 9:00 am Chairperson’s Remarks:

NAVIGATING ECONOMIC, POLITICAL AND TECHNOLOGY DISRUPTION

9:00 am - 9:20 am KEYNOTE INTERVIEW: Blockchain - How can you exploit this technology to increase transparency, create smoother data flows and achieve more automated compliance?

Itamar Lesuisse - Co-founder Argent Miia Bovellan - Founding Partner Proxy
  • How to introduce stronger record-keeping procedures and increase operational ability with blockchain?
  • How will the blockchain impact the LP-GP relationship?
  • Deal execution: How can blockchain technology make workflow more efficient?
  • Where are the best investment opportunities in Blockchain technology companies?
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Itamar Lesuisse

Co-founder
Argent

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Miia Bovellan

Founding Partner
Proxy

  • AI-driven automation: where are the best opportunities for investors?
  • How to assess PE offerings to achieve superior risk adjusted returns?
  • How to make sure to provide to your team the resources to evolve alongside technology?
  • How can AI increase efficiency and reduce cost by replacing manual legacy systems and make the system compliant with regulations?
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Ekaterina Almasque

Managing Director
Samsung Catalyst Fund

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Andre Pienaar

Managing Partner & Founder
C5 Capital

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Gianluca Leotta

Founding Partner
ELR Lex Avvocati Associati

9:50 am - 10:20 am GUEST SPEAKER PRESENTATION: Brexit, Trump and Russia – What are the implications for PE and what can you expect next?

Anthony Hilton - Financial Editor Evening Standard
  •  How are macroeconomic fluctuations impacting investment and fundraising opportunities?
  •  How much will the flow of UK investments be impacted by Brexit?
  • How can you take advantage of this market instability?
  • How will rising interest rates and tax reforms affect the fundraising and investments environment?
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Anthony Hilton

Financial Editor
Evening Standard

10:20 am - 11:00 am Coffee, Networking and Private Business Meetings in the Meetings Zone

EUROPEAN FUNDRAISING & INVESTMENTS OUTLOOK

  • How do LPs source the best co-investment deals and what are the regulations around it?
  • What are current co-investment prices? What types of returns in European should you expect? How will these change in the next 2-5 years?
  • Why is the appetite for co-investments growing?
  • How can GPs align their interests better to their LPs considering the tight rules of engagement?
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Richard Damming

Head of investment Benelux, France & Italy
Schroder Adveq

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Maurizio Arrigo

Head, Private Equity
Pictet Alternative Investments

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Elias Korosis

Partner, Strategy and Growth Investing
Hermes GPE

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David Smith

Managing Director & Co-Head, Co-investment
Capital Dynamics

  • What are the secondary market dynamics in Europe how does it compare to the US and Asia? 
  • How does increased competition and dry powder affect the market?
  • What are the impacts and risk in the use of leverage in secondary transactions?
  • How are fund managers differentiating themselves in this market to beat the competition?
  • With massive market growth how can you better understand the investment approach to complex restructuring deals?
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Jean-Francois Le Ruyet

Partner
Quilvest Private Equity

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Paul Newsome

Partner, co-Head of Investments
Unigestion

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Olav Ostin

Managing Partner
TempoCap

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Matthieu Ducharme

Director, Private Equity
Northleaf Capital Partners

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Louis Trincano

Managing Partner
Cornerstone Fund Placement

Yes: In a market which is highly competitive across the board, there are not many opportunities that offer better risk adjusted returns
Yes: Traditional secondaries might be competitive, but other type of transactions such as GP restructuring still offer plenty of value
No: The amount of dry powder available and the level of competition for secondary transactions have pushed prices to unsustainable levels
No: The use of leverage and credit lines actually increase the level of risk for limited partners in an untested way

Yes: Benoit-Olivier Boureau, Managing Director, Rothschild Merchant Banking
Yes: Joaquín Alexandre Ruiz Tarré, Head – Co-investments, Secondaries and Special Situations, European Investment Fund
No: André Aubert, Partner, LGT Capital Partners
No: Benjamin Revillon, Managing Partner, BEX Capital
Moderator: Christiaan de Lint, Partner, Headway Capital Partners 
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Benoit-Olivier Boureau

Managing Director
Five Arrows Managers

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Joaquín Alexandre Ruiz Tarré

Head – Co-investments, Secondaries and Special Situations
European Investment Fund

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Andre Aubert

Partner, Private Equity
LGT Capital Partners

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Benjamin Revillon

Managing Partner
BEX Capital

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Christiaan de Lint

Partner
Headway Capital Partners LLP

12:50 pm - 1:20 pm ALL STAR PANEL: Credit and Private Debt - What are the implications of recent economic and political developments on investment and deal allocations?

Iva Philipova - Senior Associate - Fund Finance Mayer Brown Olivier Berment - Co-Head of Private Dept - Managing Director Ardian Per Wimmer - CEO Wimmer Family Office
  • How is PE investment in private credit evolving in Europe compared to the US and the rest of the world?
  • What is the appeal of private credit for LPs?
  • How are fund managers maintaining a disciplined investment process?
  • How do managers expect deal flow to develop over the next 2 years considering the current developments?
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Olivier Berment

Co-Head of Private Dept - Managing Director
Ardian

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Per Wimmer

CEO
Wimmer Family Office

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Iva Philipova

Senior Associate - Fund Finance
Mayer Brown

1:20 pm - 2:25 pm Networking Lunch

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Sarah Clarke

Managing Director
Foundation Fundraising Services

THE MANAGER OF THE FUTURE

  • What are the overall selection criteria you need to be using when choosing a manager? 
  • Better performance vs. established managers. Which will lead to higher returns for you?
  • What must you take into consideration when managing due diligence with a team that doesn’t have a track record?
  • What is a first time manager’s advantage over a more experienced generalist fund?
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Ralph Büchel

Principal
Unigestion

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Philip Rattle

Managing Partner
August Equity

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Tony O’Carroll

Managing Director
Strategic Value Partners (SVP Global)

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Mark Nicolson

Senior Investment Director
Aberdeen Standard Investments Private Equity

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Paul Mizrahi

Founding Partner
BlackFin Capital Partners

  • How are manager sourcing great deals with the increasing amount of dry powder? 
  • Evaluating the trends in GPs securing capital and commanding better terms in fundraising
  • What strategies are experienced LPs using to navigate such a dynamic fundraising environment?
  • Evaluating the trends in LPs gaining control and commanding more attractive deal terms


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Roni Elchahal

Head of EMEA Capital Partnering
General Atlantic

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Neil Malik

Founder and Chief Executive Officer
K1 Investment Management

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Fiona Dane

Partner
Livingbridge

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Mark Nicolson

Senior Investment Director
Aberdeen Standard Investments Private Equity

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Tarang Katira

Principal
Hamilton Lane

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Michael Collins

CEO
Invest Europe

  • What is the best way for a GP to communicate new and different approaches and advantages to LPs?
  • What are the key considerations from LPs when choosing a manager?
  • What are three aspects where managers can most easily differentiate themselves? 
  • How can GPs enhance LPs interactions and make sure they stand out in the crowd?
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Martin Wright

Senior Partner
JZ International

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Lorenzo Stanca

Managing Director
Mandarin Capital Partners

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Tim Berkowitz

President & CEO
InnovaHealth Partners, LP

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Jean-Pierre Di Benedetto

Partner
Argos Wityu

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Benjamin Arm

Managing Partner
Omnes Capital

4:30 pm - 5:00 pm Afternoon coffee, networking and meetings in our Meetings Zone

4:30 pm - 5:00 pm Women in Private Equity – What is being done to redress the imbalance?

Ana Maria Harrison - Partner Adams Street Partners
The private equity industry has had its struggles in achieving gender balance just like the rest of the finance industry. This intimate discussion provides a platform to build relationships that will help dictate the future development of the industry.
  • Make direct connections that lead to real business deals, benefitting you and your organization
  • Extend your professional network amongst the next generation of leading women and investment professionals
  • Enhance your career by learning from some of the Europe’s most influential women

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Ana Maria Harrison

Partner
Adams Street Partners

  • Fees, transparency, internal resources, deal flow – what are the priorities when choosing an investment platform?
  • How is LP competition in direct, co-investments and secondary investments affecting the dynamics?
  • LP view: What could GP do better?
  • GP view: What do LPs really want and need?
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Olivier Dauman

Head of Private Equity
CFM Indosuez Wealth Management

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Francois Aguerre

Partner, Co-Head of Origination
Coller Capital

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Michael Dymond

Senior Portfolio Manager, Private Equity
APG

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Ivan Massonnat

Partner, Investor Team
PAI Partners

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Sarah Clarke

Managing Director
Foundation Fundraising Services

5:00 pm - 5:30 pm Network or attend private meetings in our Meetings Zone

ESG IN PRIVATE EQUITY

5:30 pm - 6:10 pm CLOSING PANEL: How do you stand out as a fund manager in the golden age of growth and buyout investment opportunities?

  • What can fund managers do differently to achieve maximum ROI?
  • How do GPs make themselves desirable to institutional and private investors (LPs)?
  • How to deploy capital as efficiently as possible into portfolio companies?
What are the most effective exit strategies for buyout and growth post-acquisition

6:10 pm - 6:20 pm Chairperson’s closing remarks

6:20 pm - 7:30 pm Networking Drinks Reception

7:30 pm - 8:30 pm Gala Networking Dinner