Capital Creation 2017

September 13-September 15, 2017

Le Meridien Beach Plaza, Monte Carlo

44 (0) 207 368 9854

Day 3

08:50 AM - 09:25 AM Morning coffee and refreshments

09:25 AM - 09:30 AM Welcome remarks from the Chairperson

Peter Flynn, Partner, Candela Capital

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Peter Flynn

Partner
Candela Capital

Innovative Deployment Strategies

09:30 AM - 09:45 AM KEYNOTE PRESENTATION: Sector and regional performance de-coded –what do you really need to know and how can you leverage this to make profitable investments?

Michael Collins, CEO, Invest Europe
  • Where are the successes and opportunities in the European lower and mid market?
  • What are the regional opportunities across Europe and how do liquidity and exits compare?
  • The role of data - how can slicing and dicing of both structures and unstructured data provide essential insight into new market opportunities?

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Michael Collins

CEO
Invest Europe

09:45 AM - 10:15 AM DISCUSSION PANEL: Technology investing – how is Europe’s technology market evolving and what does this mean for investment opportunities in 2018?

Tom Whelan, Partner, Head, Private Equity, Hogan Lovells John Woyton, Partner, Advent International Alex Macpherson, Head of Ventures, Octopus Ventures Jean-Pierre Saad, Director, Private Equity, KKR Nenad Marovac, Founder, CEO and Managing Partner,, DN Capital
  • Where is the flow coming from and how is this driving competition and innovation with GPs?

  • How are fund managers specialising and breaking into this progressively competitive space?

  • How is the rise of tech investing impacting other sectors?

  • Buyout vs venture opportunities- where are the opportunities and what are the deployment challenges?


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John Woyton

Partner
Advent International
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Alex Macpherson

Head of Ventures
Octopus Ventures
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Jean-Pierre Saad

Director, Private Equity
KKR
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Nenad Marovac

Founder, CEO and Managing Partner,
DN Capital
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Tom Whelan

Partner, Head, Private Equity
Hogan Lovells

10:15 AM - 10:55 AM NETWORKING ROUNDTABLE: How to invest intelligently in an overheated market - GP differentiation and new deal sourcing strategies for 2018

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

  • To what extent do GPs need to differentiate and diversify to survive in this market?
  • How to avoid being a ‘me too’ fund and prove differentiated deal flow
  • Given growing GP differentiation, how are managers maintaining quality?
  • Does differentiation lead to better returns and if so, how?
  • What are these funds offering to combat high pricing in the market
  • How to demonstrate your operational value in this specific sector- what are your investors looking for?

Table 1: Energy and natural resources
Table 2: Cyber Security
Table 3: Healthcare - David Porter, Managing Partner, Apposite Capital
Table 4: Business services
Table 5: Credit/Debt Funds
Table 6: Impact Investing- Andreas Lange, Partner, Argenthal

10:55 AM - 11:30 AM Morning coffee break and networking

11:30 AM - 11:50 PM INTERVIEW: Discover the opportunities infrastructure investing can provide for consistent returns and where the deals will come from

Eugene Zhuchenko, Executive Director, Long-Term Infrastructure Investors Association
  • How do financial returns and deployment opportunities compare to private equity in Europe?

  • How is the appetite for infrastructure different across both institutional investors and wealth managers and what are the drivers towards increased allocations?

  • How to devise an infrastructure strategy and what are the significant differences compared to PE strategies?

  • Who are the successful infrastructure funds to watch out for and what do they look for in their investor pool?


Eugene Zhuchenko

Executive Director
Long-Term Infrastructure Investors Association

Rethinking Future Investment Strategies

11:50 AM - 12:30 PM DISCUSSION PANEL: Managing money vs managing talent – how to strike the right balance to provide true value creation in 2020

Guy Semmens, Partner, Argos Soditic John O’Sullivan, SVP, Enterprise Ireland Jean-Francois Le Ruyet, Partner, Quilvest Private Equity
  • What will a successful team look like in 2020?
  • What are the considerations behind hiring and expanding operational teams- when is it best to recruit industrial advisors
  • How to decipher between good marketing vs good operational value-add?
  • With funds getting bigger, how are managers adjusting to managing different enterprise value organisations?
  • How to drive efficiency through operational value-add, not just leverage?

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Guy Semmens

Partner
Argos Soditic
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John O’Sullivan

SVP
Enterprise Ireland
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Jean-Francois Le Ruyet

Partner
Quilvest Private Equity

4 venture funds will give a short 5 minute pitch on their fund, including insight on:

  • What is your fund specialism and what makes you different?
  • What is the technology behind your fund?
  • How it this really revolutionising/adding value to the portfolio companies?
  • What are the returns you are receiving?


Our judges will assess the 4 venture funds, quiz them on their business model and along with the audience, we will have a live vote on what fund the audience and judges think are the most investable. This is a fantastic way to showcase new and innovative funds in the European market.

1: Aapo Bovellan, Founding Partner, Proxy VC
2: Ian Sosso, Managing Partner, Monte Carlo Capital


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Aapo Bovellan

Founding Partner
Proxy VC
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Ian Sosso

Managing Partner
Monte Carlo Capital
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Peter Flynn

Partner
Candela Capital
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Michael Collins

CEO
Invest Europe
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John O’Sullivan

SVP
Enterprise Ireland
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Christian Claussen

Managing Partner
Ventech

1:15 PM - 1:20 PM Closing remarks from the Chairperson

1:20 PM - 2:30 PM Lunch

2:30 PM - 2:40 PM End of Capital Creation 2017