Capital Creation 2018

24 - 26 September, 2018

Le Meridien Beach Plaza, Monte Carlo

44 (0) 207 368 9854

Day 3

8:50 am - 9:20 am Morning coffee, networking and business meetings in the Meetings Zone

9:20 am - 9:30 am Chairperson’s remarks

RETHINKING DEPLOYMENT AND INVESTMENT STRATEGIES

9:30 am - 9:50 am OPENING KEYNOTE: How can you find the true successes and opportunities in the European lower and mid market that no one else has found?

  • What sector is rising and where are the regional opportunities across Europe?
  • How to achieve superior return with mid-market investments to beat competition?
  • How is technology changing the sourcing engine for small buyout funds and where are the opportunities?

9:50 am - 10:30 am ALL STAR PANEL: How will tightening regulations impact fund structuring and investor behaviour in 2019?

Marcus Peter - Partner GSK Luxembourg Seonaid Mackenzie - Managing Partner Sturgeon Ventures Ulf Klebeck - General Counsel Woodman Asset Management
  • How are the increasing EU regulations impacting investor and manager behaviours and attitudes to the European market?
  • How are potential changes in taxation influencing changes in deal structure?
  • Is the EU always the best location for a manager in the EU or should they look elsewhere?
  • How do you make the right choice between different vehicles in different jurisdictions?
  • What are the geo challenges that can be expected across Europe?
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Seonaid Mackenzie

Managing Partner
Sturgeon Ventures

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Ulf Klebeck

General Counsel
Woodman Asset Management

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Marcus Peter

Partner
GSK Luxembourg

10:30 am - 11:20 am NETWORKING ROUNDTABLE: Dissecting investment opportunities in a rising market - GP differentiation and new deal sourcing strategies for 2019

These sessions are small group working sessions, limited to 12 participants, allowing for a detailed discussion about business critical topics.

     Table 1: Energy and natural resources                                                                                            Table 3: Infrastructure
  
     Table 2: Healthcare                                                                                                                          Table 4: Real Estate

     Table 5: Disruptive Technology (AI/Blockchain)

11:20 am - 11:50 am Morning coffee Networking and Private Business Meetings in the Meetings Zone

11:50 am - 12:30 pm Discussion Group – GP Challenges

This session allows you to engage your peers in a dynamic and interactive environment. Take advantage of this informal setting for a detailed discussion about current topics, including some conversation starters below:
  • Assessing best practice on deal sourcing and execution
  • What type of value-add do you bring compared to others?
  • What is your own business strategy in a digital world to amplify value creation?
  • How should digitization affect the due diligence process?

11:50 am - 12:30 pm LP Only Discussion Group

This session allows you to engage your peers in a dynamic and interactive environment. Take advantage of this informal setting for a detailed discussion about current topics, including some conversation starters below:

  • Discussing investment strategies at the top of the cycle
  • Examining the best practice in GP-lead deals
  • Evaluating  the pros and cons of direct
  • Sourcing the best co-investment opportunities

12:30 pm - 12:55 pm CLOSING KEYNOTE: What are the best, new diversification trends in PE allocation strategies to optimize your investment portfolios

  • What are the new products and strategies that have been developed?
  • How to ensures that asset allocations within portfolios are consistent with a client’s investment objectives
  • How to create a win-win situation in direct investments?
  • Re-assessing the credit/private debt allocation: developments, strategies and returns

12:55 pm - 1:00 pm Chairperson’s closing remarks

1:00 pm - 2:20 pm Networking Lunch

2:20 pm - 2:25 pm End of Capital Creation 2018