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Page 1: 11718 003 brochure

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

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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

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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

Page 4: 11718 003 brochure

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