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15TH SEPTEMBER 2009 – LP AND FUNDRAISING DAY
12.00 LUNCH
13.00 Chairman’s Opening Address - Daniel Dupont, Partner, Coller Capital
13.15
How Does Private Equity Compare To Other Asset Classes? Is Now The Right Time To Invest? Moderator: Erik Kaas, Co Head of Investment Solutions, Partners Group
Martin Källström, Senior Portfolio Manager, Alternative Investments, AP1 - First Swedish National Pension Fund Jerome Delmas, Directeur De Gestion, OFI Asset Management PE Multi-Managers
Erkko Ryyanen, CIO, OP Bank Group Pension Fund
13.45
Reviewing Position Of LPs In 2009 – What Has Changed Over The Past Year, What Have The Repercussions Been And How Will The Industry React In Future?
Moderator: Erin Harrell, Director, Investor Relations, 3i Raymond Abbott, Head of Private Equity, Alliance Trust
Martin Langer, Managing Director, HVB Unicredit Jeremy Golding, CEO, Golding Capital Partners
14.15
Critical Insights Into LP Strategies And Expectations Now The Private Equity Universe Has Changed Moderator: Daniel Dupont, Partner, Coller Capital
Jonas Agesand, Principal, Private Equity, LGT Capital Partners Wolf Dietrich von Wrede, Managing Director, Swift Capital Partners
Jesper Knutsson, Investment Manager, Danske Private Equity
14.45
Best Practice IR Strategies For Changes In Dynamic: Constant And Clear Communication With LPs To Secure Further Funding
Moderator: John Hess, CEO, Altuis Associates Jerome Bouix, Senior Partner, Head of Investor Services, Capman
Erik Kaas, Co Head of Investment Solutions, Partners Group
15.15 MID- AFTERNOON COFFEE
16.00
Fundraising In The New Climate – How Will Current Conditions Affect The Fundraising Process? Moderator: Caroline Chabrerie, Partner, Proskauer Rose
Tom Walker, Senior Member, CCMP UK John Barber, Partner Bridgepoint Capital
Susanna Hong-Rodzynek, Head of European Fundraising, Apollo Management
16.30 Bridging The Gap: Locating New Sources Of Funding In A Tough Fundraising Environment
Moderator: Michael Hewett, Head of Investor Relations, Terra Firma Robert Mason, Specialist Adviser, Lord North Street Ltd
Matthias Unser, Managing Director, Sal Oppenheim Private Equity
17.00
How Will The Terms Of Trade Between LPs And GPs Change To Reflect The Changing Markets? Moderator: Sonia Trocmé-Le Page, Co-Founder & Partner, Global Private Equity
Günther Skrzypek, Managing Director, Augur Capital Martin Dreher, Private Equity Fund Investments, Fortis Investment Management
Gillian Brown, Head of Private Equity, British Airways Pension Investment Management Reitze Douma, Fund Manager, Private Equity, APG
17.30 Closing Address
17.45 Drinks Reception
Main Conference Day 1
08.00 REGISTRATION AND MORNING COFFEE
8.45 Chairman’s Opening Address – Vince O’Brien, Montagu Private Equity
9.00 Examining The Consequences Of The Private Equity ‘Perfect Storm’ Rod Selkirk, Partner, Bridgepoint Development Capital
9.30
Survival Of The Fittest: How Leading GPs Are Adapting To Succeed In The Current Climate Moderator: Vince O’Brien, Director, Montagu Private Equity
Rod Selkirk, Partner, Bridgepoint Development Capital Hans Albrecht, CEO, Nordwind Capital
Nazo Moosa, Director, European Technology, Carlyle Group
10.00
What Do LPs Expect From 06, 07 and 08 Vintages And Can We Expect A Reversal In Trends For 2009/10? Moderator: Mary Kuusisto, Partner, Proskauer Rose
Peter McKellar, CIO, Standard Life Private Equity Gordon Hargreaves, Managing Director, RHO Capital Partners
Axel Kuhen, Head of Private Equity Funds Group Zurich, AIG Investments Jonny Maxwell, Global Head Private Equity Fund of Funds, Allianz
10.30 MID- MORNING COFFEE IN THE SOLUTIONS ZONE
11.00
Growth Capital and Small/Mid Size Buy-Outs -- Stable Performance in Volatile Times Moderator: Michael Hoffman, Palamon Capital Nigel McConnell, Managing Partner, Cognetas
Roberto Pilotto, Partner, PPM Managers Scott Collins, Managing Director, Summit Partners
11.30
The Recession: Positioning And Managing Your Portfolio To Maximise Returns Moderator: Peter Smith, Director, Private Equity, Mergers & Acquisitions, Celerant Consulting
Ian Croxford, Group Operations Director, Stocks Spirits Group Philip A. Dougall
Rick Krens, Vice-President, Oaktree Capital Mark McDonald, Principal, Europe, Pomona Capital
Jean-Charles Douin, principal (EMEA), Teachers’ Private Capital
12.00
LP Portfolio Management Strategies: How Investors Plan To Manage Their Commitments And Where They Plan To Deploy Capital in 2010
Moderator: Robert Nef, Partner, Horizon 21 Kirk Beaton, Vice President, Lexington
Joe Sovren, Partner, Capvent Frank Amberg, Head of Private Equity, MEAG
12.30 LUNCH
STREAM A Chair: Richard Green, August Private Equity
STREAM B Chair: Vince O’Brien, Montagu Private Equity
14.05
Secondaries Statistics & Analysis Get access to the latest research and figures in this area from
our leading panellist Elly Livingstone, Partner, Pantheon European Investment
One Year Of Crisis In Russia: Evolution PE Landscape And Products
Andrey Dobrynin, Managing Partner, New Russia Growth
14.30
Tracking The Growth Of Secondaries In 2009 And Their Effect On The Private Equity Landscape
Moderator: Elly Livingstone, Partner, Pantheon European Invesment
Andrew Sealy, Managing Partner, Campbell Lutyens Christiaan de Lint, Partner, Headway Capital
Christina Pamberg, Director, European Head of Investor Relations, KKR
An Overview Of Acquisition Opportunities: Mapping The Landscape Now, In 12 Months And In 24 Months
Moderator: Hans van Swaay, Partner, Lyrique Neil MacDougall, Managing Partner, Silverfleet Capital
Ben Hewetson, Director, Teacher’s Private Capital William van Eesteren, Managing Director, Wilshire Europe
Peter Laib, Managing Director, Adveq
Peter Wilson, Partner, Harbourvest
15.00
A Tool For Portfolio Management – How LPs Are Using Secondaries To Shuffle Their Commitments
Moderator: Matthew Hudson, Partner, Proskauer Rose Joe Topley, Managing Director, Parish Capital Greg Holden, Partner, Adams Street Partners
Andre Aubert, Vice President, LGT Capital Partners
A Review Of Pricing: Drivers For Current Trends And Predicted Market Developments
Moderator: Lorenzo Russo, Partner, Vision Capital Marleen Groen, CEO, Greenpark Capital
Graeme Gunn, Director, Standard Life Investments Michael Diehl, Partner, Activa Capital
15.30 AFTERNOON COFFEE IN THE SOLUTIONS ZONE
16.15
Ensuring Consistency Of Valuations In A Turbulent Market
Moderator: Richard Green, Chairman, August Private Equity Charles Soulignac, CEO, Fondinvest Partners
Ross Marshall, Chief Executive, Dunedin Billy Gilmore, Investment Director, Private Equity, Scottish
Widows Annette Wilson, Investor Relations Director, Palamon
Overcoming Human Capital Challenges Within The Private Equity Firm In Times Of Economic Turbulence Rhonda Ryan, Vice President, Head of Private Equity Funds
Group, London, AIG Investments
16.45
Rewarding Success: Is Remuneration For GPs Fair In Current Climate? Gordon Hargreaves, Managing Director, RHO Capital Partners
Vince O’Brien, Director, Montagu Private Equity Neil MacDougall, Managing Partner, Silverfleet Capital
Billy Gilmore, Investment Director, Private Equity, Scottish Widows
17.30 COCKTAIL RECEPTION
19.00 NETWORKING DINNER
Main Conference Day 2
08.30 REGISTRATION AND MORNING COFFEE
08.45 Chairman’s Opening Address – Mike Wright, Notting Business School Centre for Management Buyouts
09.00
The Changing Shape Of Private Equity Deals: If The Mega End Of The Market Is Dead, What Does This Mean For Middle And Smaller Markets?
Moderator: Neil W. Harper, Morgan Stanley Alternative Investment Partners Geoffrey Geiger, Portfolio Manager - Private Equity Co-Investments, Universities Superannuation Scheme Limited
Guy Semmens, Partner, Argos Soditic Simon Havers, Managing Director, Baird Capital Partners Europe
Rod Richards, Managing Partner, Graphite Capital
09.30 Reviewing The Image Of Private Equity In The Global Economy In 2008 And Developments In 2009
Moderator: Chris Davison, Director of Communications, Permira Ludo Bammens, Director of European Corporate Affairs, KKR
Marc de Kinderen, Managing Partner, 747 Capital
10.00 Create A Team Around You: Adding Value With First Class Outsourcing Michael Byron, Director, RBC Corporate Employee & Executive Services
10.30 What Does The Data Tell Us And How Will Macro-Economic Trends Impact On Transaction Levels? Prof Mike Wright, Nottingham Business School Centre For Management Buyouts
11.00 MID- MORNING COFFEE IN THE SOLUTIONS ZONE
11.30
Emerging Markets – Reviewing The Benefits Of Both Emerging And Established Markets To Identify Where The Best Returns Will Be Found In A Credit Crunch Economy
Moderator: Alex Munteanu, Head of Private Equity, Dragon Capital Adiba Ighodaro, Director, Actis Group
Pavel Ezekiev, Managing Partner and Co-founder, New Europe Venture Equity LP
12.00
Exploring The Continued Viability Of Private Equity In A Credit-Poor Economy Moderator: Rob Wright, Partner, Pantheon
David Seligman, Managing Director, Edmond de Rothschild Private Equity Select Mark Tagliaferri, Managing Director, GI Partners
Javier Loizaga, Chairman, Mercapital
12.30
When Will Some Normality Return To The Debt Market And What Will The Fundamental Changes Be To In The Way You Do Business?
Moderator: David Wilmot, Babson Capital Matthew Craston, European Credit Management Ltd
Greg Lomas, Managing Director, MedioBanca Richard Howell, Partner, PAI Partners
13.00
Alternative Sources Of Debt: Is Mezzanine About To Come Into Its Own? Moderator: Adrian Lurie, Investment Director, Indigo Capital Ryan McGovern, Investment Director, Nomura Mezzanine
Michael Sfez, Managing Director, TCW/Crescent Mezzanine Michael Joseph, Senior Vice President, D E Shaw
13.30 LUNCH