Registration and Morning coffee 08:15 - 08:45 Private Debt & Mezzanine Finance Summit Registration and Coffee 08:20 - 08:55 Disruption & Innovation Summit Registration and Welcome Coffee 08:40 - 09:10 German Private Equity Summit Registration and Welcome Coffee 08:40 - 09:10 Integrating ESG Into Private Equity Summit Registration and Welcome Coffee 08:40 - 09:10 Real Estate Summit Chairman's opening welcome 08:45 - 08:50 Private Debt & Mezzanine Finance Summit Participants Chairman: Anthony Fobel - Managing Partner, Head of Private Debt, BlueBay Asset Management Regulatory and Macro Drivers of Speculative- Grade Credit 08:50 - 09:15 Private Debt & Mezzanine Finance Summit • Central Banks, Capital Requirements & Funding Conditions • The Current Valuation Cycle Compared to 2005-2007 • Impact of US & European Leveraged Lending Guidelines • Examining Expected vs. Actual Recoveries • Global Quantitative Easing’s Long Goodbye • Outlook: Policy Responses to Global Imbalances & Rising Debt Levels Participants Ed Eyerman - Managing Director, Head of European Leveraged Finance, Fitch Ratings Chairman's opening welcome 08:55 - 09:00 Disruption & Innovation Summit Participants George Danner - President, Business Laboratory Macro Trends, Disruptions and Private Markets 09:00 - 09:30 Disruption & Innovation Summit Examining recent macro trends and the extent to which these could be disrupted by factors such as monetary policy normalization, threats to globalization, regional disintegration, and geopolitical tensions. How do these macro disrupters interact with technological innovation and what does this mean for private capital? Participants Peter Cornelius - Managing Director, AlpInvest Partners Chairman's opening welcome 09:10 - 09:15 German Private Equity Summit Participants Dörte Höppner - COO Riverside Europe, The Riverside Company Chairman's opening welcome 09:10 - 09:15 Integrating ESG Into Private Equity Summit Participants Maarten Biermans - Head of ESG Policy, Rabobank Chairman's opening welcome 09:10 - 09:15 Real Estate Summit Participants Chair: Michael Van Konynenburg - President, Eastdil Secured Geopolitical overview: macro-economic & geo- political outlook 09:15 - 09:45 German Private Equity Summit Macro-economic & geo-political outlook: outlining risks & challenges for the German economy Participants Joachim Pfeiffer - Economic and energy policy spokesman of the CDU/CSU Parliamentary Group, Deutscher Bundestag Global state of ESG: understanding private equity's role 09:15 - 09:55 Integrating ESG Into Private Equity Summit What initiatives are promoting ESG and what role does private equity have to play here? What opportunities are created by alignment and genuine engagement with the UN SDGs? And what are the implications of climate related initiates for private equity investors? Participants Moderator: Adam Heltzer - Head of Responsible Investment, Partners Group Panellists: Vivina Berla - Founder & CEO, Vimine Holding Shami Nissam - Director, Responsible Investment, Actis Marta Jankovic - Senior Sustainability Specialist & Head Of ESG Integration Alternatives, APG Asset Management Good times are bad times: where are we in the lending cycle? 09:15 - 09:45 Private Debt & Mezzanine Finance Summit What does the market look like today in terms of competition? What strategies are managers using to successfully deploy the capital raised in the past 2 years and maintain high returns whilst not sacrificing the quality of their deals? Is competition pushing managers to take on more risk than they should? Participants Moderator: Anthony Fobel - Managing Partner, Head of Private Debt, BlueBay Asset Management Panellist: Robin Doumar - Managing Partner, Park Square Capital Andrew Konopelski - Partner and Head of Credit Strategies, EQT Credit Benoit Durteste - Chief Investment Officer & Chief Executive Officer, Intermediate Capital Group Klaus Petersen - Partner, Apera Capital Blair Jacobson - Partner, Co-Head of European Credit, Ares Management LLC SESSIONS PLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018 SUMMIT AGENDAS - 26/02/2018 SuperReturn International 25 - 28 February 2019 InterContinental Hotel Berlin finance.knect365.com/superreturn-international/
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SESSIONS SuperReturn - KNect365 · • Central Banks, Capital Requirements & Funding ... SuperReturn International 25 ... Oaktree Capital Management
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• Central Banks, Capital Requirements & FundingConditions
• The Current Valuation Cycle Compared to2005-2007
• Impact of US & European Leveraged LendingGuidelines
• Examining Expected vs. Actual Recoveries• Global Quantitative Easing’s Long Goodbye• Outlook: Policy Responses to Global Imbalances &
Rising Debt Levels
Participants
Ed Eyerman - Managing Director, Head of EuropeanLeveraged Finance, Fitch Ratings
Chairman's opening welcome
08:55 - 09:00Disruption & Innovation Summit
Participants
George Danner - President, Business Laboratory
Macro Trends, Disruptions and Private Markets
09:00 - 09:30Disruption & Innovation Summit
Examining recent macro trends and the extent towhich these could be disrupted by factors such asmonetary policy normalization, threats to globalization,regional disintegration, and geopolitical tensions. Howdo these macro disrupters interact with technologicalinnovation and what does this mean for privatecapital?
Participants
Peter Cornelius - Managing Director, AlpInvestPartners
Chairman's opening welcome
09:10 - 09:15German Private Equity Summit
Participants
Dörte Höppner - COO Riverside Europe, The RiversideCompany
Chairman's opening welcome
09:10 - 09:15Integrating ESG Into Private Equity Summit
Participants
Maarten Biermans - Head of ESG Policy, Rabobank
Chairman's opening welcome
09:10 - 09:15Real Estate Summit
Participants
Chair: Michael Van Konynenburg - President, EastdilSecured
Geopolitical overview: macro-economic & geo-political outlook
09:15 - 09:45German Private Equity Summit
Macro-economic & geo-political outlook: outliningrisks & challenges for the German economy
Participants
Joachim Pfeiffer - Economic and energy policyspokesman of the CDU/CSU Parliamentary Group,Deutscher Bundestag
Global state of ESG: understanding privateequity's role
09:15 - 09:55Integrating ESG Into Private Equity Summit
What initiatives are promoting ESG and what role doesprivate equity have to play here? What opportunitiesare created by alignment and genuine engagementwith the UN SDGs? And what are the implications ofclimate related initiates for private equity investors?
Participants
Moderator: Adam Heltzer - Head of ResponsibleInvestment, Partners Group
What does the market look like today in terms ofcompetition? What strategies are managers using tosuccessfully deploy the capital raised in the past 2years and maintain high returns whilst not sacrificingthe quality of their deals? Is competition pushingmanagers to take on more risk than they should?
Re-assessing the private debt market another year on:What are the latest developments, which strategies areproving the most effective and how hard will it be todeliver the expected returns?
Participants
Moderator: Tim Flynn - Chief Executive Officer, HayfinCapital Management
Panellist: Mark Brenke - Co-Head & Managing Director,Ardian Private Debt
David Allen - Founder and Chief Investment Officer,AlbaCore Capital
Jaime Prieto - Co-Founder and Managing Partner,Kartesia
Graeme Delaney-Smith - Head of European DirectLending and Mezzanine Investments, Alcentra
Susan Kasser - Co-Head of Private Credit andManaging Director, Neuberger Berman
“Best Ideas” panel: specific investment themesand actionable insights from leading investors
09:45 - 10:15Real Estate Summit
Which asset classes, investment strategies andgeographies will lead the markets?
Which real estate opportunities are most appealing?To what extent will loan origination become harder anddeal funding less certain?
Participants
Moderator: Ron Rawald - Senior Managing Director &Head of International Real Estate, Cerberus
Panellists: Guillaume Cassou - Member of theEuropean Real Estate, KKR
William Rahm - Senior Managing Director,Centerbridge
Christoph Wittkop - Managing Director & Country HeadReal Estate – Germany, Barings
The underlying question: how do you genuinelyintegrate ESG into a private equity strategy?
09:55 - 10:35Integrating ESG Into Private Equity Summit
How can ESG form part of the core investment thesisand be implemented by key partners? When is acompliance orientated approach not enough and howmuch is ESG integration a question of the culture andvalues of a firm? How can ESG form part of a firm’sDNA and value creation process?
Participants
Moderator: Natasha Buckley - Senior Manager, Privateequity programme, UN Principles for ResponsibleInvestment (PRI)
Therése Lennehag - Head of Responsible Investments, EQT Partners
AI-driven automation: transforming theeconomy over the coming decades
10:00 - 10:30Disruption & Innovation Summit
Where are the best opportunities for investors? Whatsectors/industries/jobs are most at risk? What does afuture without the need for much human input looklike? How do we design new approaches to learningand education so that workers have the resources toevolve alongside technology?
Participants
George Danner - President, Business Laboratory
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE2018 SUMMIT AGENDAS - 26/02/2018
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The German private equity market: the newSuper Power?
10:15 - 11:00German Private Equity Summit
Getting all the attention: is German private equitykeeping up with demand from the global LPcommunity? Will Germany be the big winner of Brexit?Are there still regulatory hurdles that scare investorsaway? Would possible new trade barriers by the newUS government have a negative impact on the GermanPE market?
Participants
Moderator: Dörte Höppner - COO Riverside Europe,The Riverside Company
Panellist: Michael Phillips - Managing Partner, CastikCapital
Jörg Rockenhäuser - Partner, Head of Frankfurt Office,Permira
Patricia Volhard - Partner, Debevoise & Plimpton
Torsten Grede - Spokesman of the Board ofManagement, Deutsche Beteiligungs AG
Steven Roberts - Private Equity Leader, PwC
Evolution of the credit markets: where is theopportunity?
Exploring the depths and limits of the private debtmarket: How has manager consolidation transformedthe market and how has this affected investors? Whichmodels will survive and why? How can further growthbe stimulated to advance the asset class and what isthe future of direct lending in Europe?
Participants
Moderator: Theodore Koenig - President & CEO ,Monroe Capital
Panellists: Keith Read - Senior Managing Director,Cerberus
Hermann Dambach - Managing Director, OaktreeCapital Management
Mitch Goldstein - Partner, Co-Head of Credit, AresManagement LLC
What role does real estate play in a diversifiedinvestment portfolio?
10:15 - 10:45Real Estate Summit
What returns are being produced by real estateinvestments in comparison to alternative investmentstrategies? How can you manage geopolitical risk toinvest on a global scale? What are the keyconsiderations for capital allocations and pros andcons of mega funds vs niche strategies vs JVs vsdirect investments?
Participants
David Sherman - President, Metropolitan Real Estate
Interviewed by: Michael Van Konynenburg - President,Eastdil Secured
Investment Opportunities in AI
10:30 - 11:00Disruption & Innovation Summit
Where are the best opportunities for investors? Whatsectors/industries/jobs are most at risk? What does afuture without the need for much human input looklike? How do we design new approaches to learningand education so that workers have the resources toevolve alongside technology?
Participants
Moderator: Dirk Holz - Head of Origination andBusiness Development Private Capital, Royal Bank OfCanada
Panellists: Michiel Kotting - Partner, Northzone
Alex Bangash - Founder & Chairman, Trusted InsightInc
Olof Hernell - CDO, EQT Partners
Morning Coffee and Networking Break
10:35 - 11:15Integrating ESG Into Private Equity Summit
11:15 - 11:50Integrating ESG Into Private Equity Summit
What value can be created or even destroyed throughsocial impact in almost every company today? When itcomes to employee recruitment and retention, healthand safety and human rights, what best practices existand what are the short and long term effects ofmaking improvements on the ground?
Participants
Moderator: Maarten Biermans - Head of ESG Policy,Rabobank
Panellist: Jeremy Lytle - Partner, IR, ECI Partners
Ignacio Sarria - Managing Director, New MountainCapital
Adinah Shackleton - Head of ESG, Permira Advisers
Keynote interview: Investing in uncertain creditmarkets
Latest data on the movement of global capital flowsinto real estate and the effect on regional real estatemarkets.
Participants
Oliver Senchal - Head of Real Estate Products, Preqin
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE2018 SUMMIT AGENDAS - 26/02/2018
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Innovating the traditional capital sources in thePE market
11:30 - 12:00Disruption & Innovation Summit
Participants
Eliot Merrill - Managing Director & Co-Head, CarlyleGlobal Partners
Interviewed by: Susan Long McAndrews - Partner,Pantheon
LP perspectives
11:30 - 12:00German Private Equity Summit
Examining the attraction of Germany for LPs: Strongmiddle market, ever increasing safe-haven statusdrawing firms looking for high performing portfoliocompanies and dependable returns
Michael Ewald - Managing Director, Bain Capital Credit
Frédéric Nadal - Chairman, MV Credit
Interviewed by: Sarah Syed - European Private EquityCorrespondent, Bloomberg News
LP perspectives on the latest trends in globalreal estate investment
11:45 - 12:15Real Estate Summit
LP considerations when constructing an optimum realestate portfolio: what are the best strategies,geographies, sectors and property types? Whereshould LPs be putting their capital to work in 2018 andbeyond? Are LPs bullish on private equity real estateas a long-term investment?
Participants
Moderator: Matt Richards - Head of EMEA CapitalMarkets, JLL
Panellists: Dev Subhash - Partner, Stepstone Global
Scott Koenig - Managing Director, Neuberger Berman
Tom Richardson - Senior Investment Manager,Aberdeen Standard Investments
How and when can ESG integration createvalue?
11:50 - 12:50Integrating ESG Into Private Equity Summit
How can strong ESG integration lead to an advantagein sourcing, a better exit multiple or even a smootherfundraise?
Two individual thirty-minute case studiesdemonstrating when ESG has led to real value.
Participants
Case Study 1: Thomas Ludwig - Affiliate Partner,Lindsay Goldberg
Case Study 1: John Aiello - Partner, Lindsay Goldberg
Case Study 2: Frode Strand-Nielsen - ManagingPartner, FSN Capital Partners
The arrival of technology as a C-Suite issue forGPs and investors
12:00 - 12:30Disruption & Innovation Summit
Participants
Moderator: Noor Sweid - Chief Investment Officer,Dubai Future Foundation
What new products and strategies have beendeveloped, which offer the most attractive risk-adjusted returns in the current competitiveenvironment & why? How important is it to have abroad product offering and how can managerssuccessfully differentiate themselves?
Participants
Moderator: Ian Milton - Senior Advisor, ArbourPartners
How are investors building the capabilities andresources to maximise the effectiveness of theirallocation to private debt? What criteria are they usingto allocate appropriately and what credit strategies aremost appealing?
Panellists: Dr Henrik Fastrich - Executive BoardMember, Orlando Management
Andreas Bohn - Co-CEO & Managing Partner, SwanCapPartners
Karsten Eibes - Co-Founder & Managing Partner,Beyond Capital Partners
Andreas Fendel - Managing Partner, Quadriga Capital
What LPs want: understanding the evolution ofLP expectations
14:00 - 14:40Integrating ESG Into Private Equity Summit
What is driving the need for ESG implementation fromthe LPs’ point of view? Is it a need for higher returns orfor lower risk and avoiding disruption? Or is it part oflaying a foundation of trust to ensure capital is beinginvested responsibly? How have LP expectationsevolved over the past ten years and how doexpectations vary dependant on the size and locationof the LP?
Panellists: Adam Black - Head of ESG & Sustainability,Coller Capital
Rob Barr - Partner, Pantheon
Camilla Axvi - Head of Private Equity, ExternalManagers, AP2
Threat or opportunity? Assessing the impact ofdisruptive technologies on real estate
14:00 - 14:30Real Estate Summit
Examining the pace of technological advances in thereal estate industry: How can they be used to gaincompetitive advantage? Leveraging technology toimprove fund performance and greater transparencyfor LPs and GPS, to communicate more effectively andto identify new investment opportunities. (How tomitigate the growing threat of cyber risk?)
Examining the growth in direct corporate lendingamong investors. What are the benefits of “pure play”sponsorless lending funds for LPs, and how are USfirms allowing LPs access in scale to the US lowermiddle market credit space?
Participants
Moderator: Richard von Gusovius - Partner, CampbellLutyens
Panellists: Sengal Selassie - Co-Founder & ManagingPartner, Brightwood Capital Advisors
Paul Shea - Co-Founder & Managing Partner ,Beechbrook Capital
John C Harrison - Senior Managing Director, HarbetManagement Corp
Andre Hakkak - Chief Executive Officer & Co-Founder,White Oak Global Advisors
The effects of the disruptive consumerenvironment
14:30 - 15:00Disruption & Innovation Summit
Examining the long-term effects of fast-movingdisruptive forces altering the consumer and retaillandscape driven by changes in consumer behaviourand accelerated by the adoption of new technologies
Participants
Jean-Marc Jabre - Co-Founder, Capital D
Terms and conditions and LP reportingrequirements: ever closer relations or moreconflicts arising?
14:30 - 15:00German Private Equity Summit
Co-investment opportunities at times of highvaluations, terms & conditions in a bullish market, newreporting requirement by LPs
Participants
Moderator: Cyril Demaria - Head of Private Markets,Wellershoff & Partners
Daniel Schmidt - CEO, CEPRES – The InvestmentDecision Platform
Ralph Büchel - Senior Vice President, Unigestion
Real estate debt strategies: who is offeringdebt financing and on what terms?
14:30 - 15:00Real Estate Summit
How to successfully navigate the complexities of thedebt market: What is the process of launching a debtplatform, what do investors really want from a debtfund?
Participants
Moderator: Scott Stelzer - Head of CMBS Securitiesand Trading and Senior Managing Director, Cerberus
Panellists: Mikko Syrjänen - Co-Head Real Assets,Man GPM
Ludo Mackenzie - Head of Commerical Property,Octopus
Should ESG due diligence form part of thestandard due diligence or a stand alone as aseparate process?
14:40 - 15:20Integrating ESG Into Private Equity Summit
Is there significant variety in the depth and quality ofESG due diligence? To what extent are some aspectscovered by traditional due diligence and if so is there arisk that something will be missed? Should there beequal emphasis on E,S and G or does it depend on thecompany in question? When should you and whenshouldn’t you outsource ESG due diligence?
Participants
Moderator: Graeme Ardus - Head of ESG, TritonPartners
Panellists: Marc de Kloe - COO, Adamas AssetManagement
Caroline Ruter - Head of Responsible Investing, HgCapital
Why are investors continuing to increase allocations toprivate debt in their search for yield? What are theirreturn expectations and are they favouring singlelender or multi lender strategies?
Participants
Moderator: James Newsome - Managing Partner,Arbour Partners
Patrick Suchy - Director, Alternative Investments,HSBC Global Markets, Germany
The changing face of investors in privateequity
15:00 - 15:30Disruption & Innovation Summit
Creative strategies for innovating your business modelto appeal to new investor bases: Assessing innovationin private wealth, DC, super-long term fund structures,liquidity demands.
Participants
Moderator: Catherine Lewis La Torre - Chief ExecutiveOfficer, British Business Investments
Panellists: Rob Barr - Partner, Pantheon
David Wachter - Managing Director, W Capital Partners
How to set your firm apart from the crowd in anincreasingly overcrowded market . Successfullydifferentiating your firm and communicating thatdifference, whilst understanding what really matters toinvestors
Participants
Moderator: David Hodes - Managing Partner, HodesWeill
Panellists: Peter Stoll - Managing Director, The CarlyleGroup
Robert Rackind - Partner, Head of Real Estate, EQTPartners
Marc Mogull - Executive Chairman and ChiefInvestment Officer, Benson Elliot Capital Management
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE2018 SUMMIT AGENDAS - 26/02/2018
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Disruptive technology and its potential toupend credit markets
An overview of future business trends predicted toupend global markets as we know them: Whatchallenges and opportunities does disruptivetechnology provide for private debt investors?
Participants
Ignazio Rocco di Torrepadula - Founder & CEO,Credimi
Afternoon Refreshments and NetworkingBreak
15:20 - 16:00Integrating ESG Into Private Equity Summit
Investing in Fintech companies – theopportunity for private equity
15:30 - 16:00Disruption & Innovation Summit
Investing in the global game-changers that arereinventing a diverse range of financial servicesmarkets and providing new fintech value forbusinesses across the globe.
Participants
Tomasz Czechowicz - Managing Partner, MCI Capital
Interviewed by: Annette Wilson - Partner, COO &Investor Relations, Finch Capital
Afternoon Tea
15:30 - 16:00German Private Equity Summit
Chairman's closing remarks and End of RealEstate Summit
Benchmarking the German Tech/VC scene in aEuropean context
16:00 - 16:30German Private Equity Summit
How is the VC ecosystem evolving in Germany andwhat does this mean for investors? What themes willdeliver the most exciting returns over the next fewyears?
Participants
Moderator: Bjorn Tremmerie - Equity Investments,Head Division ICT & BAI, European Investment Fund –EIF
Panellists: Jan-Gisbert Schultze - Co-Founder &Managing Partner, Acton Capital Partners
Kurt Müller - Co-founder and partner, Target Partners
Toni Stork - Founder and Managing Partner, OMMAX
Christian Meermann - Founding Partner, CherryVentures
Should ESG reports be made publiclyavailable?
16:00 - 16:30Integrating ESG Into Private Equity Summit
Should ESG reports only be made available to LPs, oralso to the public? How transparent should GPs beabout their ESG efforts?
Participants
Moderator: Natasha Buckley - Senior Manager, Privateequity programme, UN Principles for ResponsibleInvestment (PRI)
Panellists: Silva Deželan - Director Sustainability,Robeco Private Equity
Marta Jankovic - Senior Sustainability Specialist &Head Of ESG Integration Alternatives, APG AssetManagement
Is now the right time to invest in senior private creditpositions?
Participants
Moderator: Peter Schwanitz - Managing Director,Portfolio Advisors
Panellists: Paul Johnson - Partner, EQT Credit
Tom Newberry - Partner, Head of Private Credit Fundsand Senior Portfolio Manager, CVC Credit Partners
James Greenwood - CEO, Permira Debt Managers
Henry Wang - Partner, BC Partners
Beyond investment - disrupting the privateequity model: how can the intelligentapplication of fintech improve the operationalbackbone and maximise the value of yourbusiness?
16:30 - 17:00Disruption & Innovation Summit
Exploring how technology disruption can offer privateequity managers the chance to improve theprofitability, focus and value of their own activities, andtherefore the client experience. Streamlining duediligence, tax reporting, payments, risk monitoring,communications online and consolidating themacross multiple investments.
Participants
Moderator: George Danner - President, BusinessLaboratory
Panellists: Nils Rode - Chief Investment Officer,Member of the Investment Committee, SchroderAdveq Management
Roberto Bonanzinga - Co-Founder, InReach Ventures
Justin Chapman - Global Head of Market Advocacy &Innovation Research, Northern Trust
DACH exit analysis and the outlook for 2018 –how does this compare to the rest of Europe?
16:30 - 17:00German Private Equity Summit
Overview of multiples across Europe versus the DACHregion: what are the important factors to consider foran exit and what steps should be taken to ensure thebest outcome? What are the preferred route for exits inthe current market for GPs?
Participants
Moderator: Rodrigo Patiño - Vice President, DB PrivateEquity
Panellists: Michael Petersen - Managing Partner,Cross Equity Partners
Nick Money-Kyrle - Founding Partner, SteadfastCapital
Thierry Wolff - Principal, European Investment Fund –EIF
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE2018 SUMMIT AGENDAS - 26/02/2018
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Which came first: the report or the question?
16:30 - 17:00Integrating ESG Into Private Equity Summit
To what extent can GPs pre-empt LPs’ questions byensuring ESG reports are thorough and relevant? If aGP doesn’t receive adequate feedback on the reportwho is to decide what is relevant? And how canreporting help companies to communicate theirstrategy and to attract investors?
Participants
Chairwoman: Cristina David - Director, 21 Investimenti
Discussion Leader: David Jeffrey - Partner-Head ofEurope, StepStone Group
Current appetite for co-investments in privatedebt
Examining the attractiveness of using co investmentsin private debt for both LP and GPs: What are the risksof new structures and transactions?
Participants
Moderator: Ryan Flanders - Head of Private DebtProducts, Preqin
Panellists: Bill Sacher - Partner & Head of PrivateCredit Investments, Adams Street Partners
Luis Mayans - Head of Private Debt-Europe, CDPQ
Tod Trabocco - Global Head of Private Debt Research,Cambridge Associates
Industry 4.0: Incorporating an assessment of aportfolio company’s core digital capabilitiesinto the due diligence process
17:00 - 17:30Disruption & Innovation Summit
Offering hands-on management at an operational levelto help portfolio companies develop comprehensivedigital strategies and build necessary capabilities tocreate value and maximise returns by upgrading andexpanding their product and service portfolios
Participants
Moderator: Marko Maschek - Partner & Co-Founder,Marondo Capital GmbH
Panellists: Michael Brigl - Partner and ManagingDirector, The Boston Consulting Group
Michael Schertler - Partner, Vice President, Bain &Company
Wolfram Beele - CEO & Managing Director,Flowcastings
Investors' appetite for private equity direct andco-investments
17:00 - 17:30German Private Equity Summit
Discussing the rationale and importance of co-investing for LPs and GPs and how to strike the rightbalance between direct, secondary and fundcommitments
Participants
Moderator: Hans van Swaay - Partner, Lyrique PrivateEquity
Panellists: Britta Lindhorst - Managing Director, Headof European Investments, HQ Capital
Torsten Krumm - Managing Director, HQ Equita
John Aiello - Partner, Lindsay Goldberg
Marcel Wilhelm - Member of the Board, BrockhausCapital Management
End of the Integrating ESG Into Private EquitySummit
17:00 - 17:05Integrating ESG Into Private Equity Summit
Summit Networking Drinks Reception
17:00 - 19:00Real Estate Summit
Summit Networking Drinks Reception
17:05 - 19:00Integrating ESG Into Private Equity Summit
Direct lending 2.0’ - opening up the whole SMEuniverse to LPs
Assessing the advantages of market place lenders incomparison to sponsorless credit. When should LPsconsider using these SME platforms and what benefitsdo they offer?
Participants
Moderator: James Newsome - Managing Partner,Arbour Partners
Panellist: Christoph Gort - Managing Partner, SigloCapital Advisors
Thomas De Bourayne - President & CEO, credit.fr
Daniel Bartsch - Co-Founder and Managing Director,Creditshelf GmbH
15:30 - Chairman's closing remarksand End of Real Estate Summit
16:00 16:00 - Afternoon Tea
16:30 - Beyond investment - disrupt-ing the private equity model: how canthe intelligent application of fintechimprove the operational backboneand maximise the value of your busi-ness?
16:00 - Benchmarking the GermanTech/VC scene in a European context
16:30 - DACH exit analysis and theoutlook for 2018 – how does thiscompare to the rest of Europe?
16:00 - Should ESG reports be madepublicly available?
16:30 - Which came first: the reportor the question?
16:10 - Perspectives on Senior Lend-ing
16:40 - Current appetite for co-investments in private debt
17:00 17:00 - Industry 4.0: Incorporating anassessment of a portfolio company’score digital capabilities into the duediligence process
17:30 - End of Disruption & Innova-tion Summit
17:35 - Summit Networking DrinksReception
17:00 - Investors' appetite for privateequity direct and co-investments
17:30 - End of German Summit Day
17:35 - Summit Networking DrinksReception
17:00 - End of the Integrating ESG In-to Private Equity Summit
17:05 - Summit Networking DrinksReception
17:10 - Direct lending 2.0’ - openingup the whole SME universe to LPs
17:40 - End of Private Equity & Mez-zanine Finance Summit
17:45 - Summit Networking DrinksReception
17:00 - Summit Networking DrinksReception
SCHEDULEPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018 SUMMIT AGENDAS - 26/02/2018
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Registration and Welcome Coffee
07:30 - 08:00
Chairman's opening welcome
08:00 - 08:05Day 1
Participants
George R Anson - Senior Advisor, HarbourVestPartners
Engaged conversations
08:00 - 08:50Engaged Conversations
All engaged conversations take place in Bellevue
Running alongside the main conference
Public and private small-group facilitated discussions.
First come first served , Spaces are limited
Macro economic overview: Chinese debt andmacroeconomic reforms
08:05 - 08:45Day 1
What are the implications for global balance ofpayments and capital flows?
Participants
Michael Pettis - Professor of Finance, GuanghuaSchool of Management, Peking University
Fireside Chat: Geopolitical Challenges
08:45 - 09:15Day 1
Successfully navigating the changing dynamics of theglobal private equity landscape
Participants
Dan Quayle - 44th Vice President of the United States,Chairman, Cerberus
Michael Pettis - Professor of Finance, GuanghuaSchool of Management, Peking University
State Of The Union: How is private equity bestpositioned to take tactical advantage of marketdislocation?
09:15 - 09:45Day 1
We are clearly in a prolonged business cycle—withasset prices and “dry powder” at or near all-timehighs—simultaneously geopolitical volatility &economic concerns remain or are even increasing. Sowhere are the opportunities among the alternativeasset classes to generate quality risk-adjusted returnsand what should prudent investors be wary of?
Panellists: Gabriel Caillaux - Head of EMEA, GeneralAtlantic
Glenn R August - Founder & CEO , Oak Hill Advisors
Kipp deVeer - Partner, Global Head of Credit, AresManagement LLC
Ben Langworthy - Senior Managing Director,Centerbridge
Spotlight on regulation
09:40 - 10:35Engaged Conversations
Come along for an informative discussion & update.
Chatham House Rule applies, No press
Participants
Hosted By: Tim Hames - Director General , BVCA
Dörte Höppner - COO Riverside Europe, The RiversideCompany
Michael Collins - Chief Executive, Invest Europe
Keynote Interview
09:45 - 10:15Day 1
Participants
Johannes Huth - Member & Head of KKR EMEA, KKR
Interviewed by: Daniel Schäfer - Finance Editor,Handelsblatt
Morning Coffee and Networking Break
10:15 - 10:40Day 1
Morning Coffee and Networking Break
10:35 - 10:55Engaged Conversations
Navigating Markets: Maintaining FinancialDiscipline in a High Priced Environment
10:55 - 11:20Day 1
Participants
Leon Black - Chairman, Chief Executive Officer andDirector, Co-Founder, Apollo Global Management
Interviewed by: Jake Elmhirst - Head of PrivateMarkets, UBS Investment Bank
Changing LP/GP dynamics in private equity
11:20 - 11:50Day 1
How is LP competition in direct, co-investments andsecondary investments affecting market dynamics?How are GPs innovating in private wealth, DC, super-long term fund structures, and liquidity demands toappeal to more discerning investor bases?
Participants
Moderator: Philipp Patschkowski - Principal,Neuberger Berman
Panellists: Michael Lindauer - Managing Director,Global Co-Head of Private Equity, Allianz CapitalPartners GmbH
Thomas McComb - Portfolio Manager, JP Morgan
Eric-Jan Vink - Head of Private Equity, PGGMinvestments
Robert Coke - Head of Absolute Return & BuyoutInvestments, The Wellcome Trust
Engaged conversation
11:30 - 12:00Engaged Conversations
Chatham House Rules applies, No Press
Participants
Glenn R August - Founder & CEO , Oak Hill Advisors
What are the hot-button issues affectingprivate equity today & into the future?
11:50 - 12:15Day 1
Participants
Prakash Melwani - Senior Managing Director & ChiefInvestment Officer, Blackstone
Interviewed by: Jim Strang - Managing Director, Headof Europe, Hamilton Lane
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 1 AGENDA - 27/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
Real Assets Approach to Private EquityInvesting
12:15 - 12:40Day 1
Participants
Bruce Flatt - Chief Executive Officer, Brookfield
Interviewed by: Miriam Gottfried - Reporter, The WallStreet Journal
Distressed and Opportunistic Credit InvestingBriefing
12:15 - 12:45Engaged Conversations
By invitation only
Participants
Hosted By: George Hicks - Co-Founder and ChiefExecutive Officer, Värde Partners
Kathleen Jacobs - Chief Investment Officer, New YorkUniversity
The evolution of the PE industry: What doesthe future look like?
12:40 - 13:10Day 1
How are funds innovating and finding ways to remaincompetitive and relevant when faced with dry powderat record highs, valuations pushed sky high by excessdemand for deals, increased regulatory pressure andinvestor scrutiny and competition?
Participants
Moderator: Michael Halford - Partner and Head ofPrivate Investment Funds for Europe and Asia,Goodwin
All LPs welcome by prior invitation only - come alongto this closed door, no press discussion on LP focusedisssues and share your own experiences with otherLPs
Participants
Hosted By:: Robert Coke - Head of Absolute Return &Buyout Investments, The Wellcome Trust
J.P Harrop - Group Head of Sales & Founding Partner,Augentius
What does 2018 hold in store?
14:30 - 15:00C Update On Secondaries
Latest data on pricing, fundraising and current valuefor deal activity
Participants
Bernhard Engelien - Managing Director , GreenhillCogent
How do you genuinely add value to a portfoliocompany?
14:30 - 15:00D Value add, volatility and the PE cycle
Delivering stellar returns by bolstering operationalstrength to get the best out of your business.Examining specific changes and initiatives undertakenand providing tangible evidence of how theseinitiatives have created value and genuinelytransformed a business
Kristoffer Melinder - Managing Partner, Nordic Capital
Rahul Sawhney - Senior Managing Director, Z CapitalGroup
Rob Heyvaert - Founding Partner, Motive Partners
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 1 AGENDA - 27/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
Key issues and opportunities for globalinvestors
14:30 - 15:00E Investor Outlook
How the macro environment is shaping the privateequity landscape
Participants
Ian Charles - Partner, Landmark Partners
Mid-market: still Europe’s engine room?
15:00 - 15:30A Mid Market Focus
Examining the effect of Brexit, record high levels ofpricing, stiff competition and falling deal volume: Isthere still potential for higher returns and if so, where?
Participants
Moderator: Maximilian Brönner - Managing Partner,LGT Capital Partners Ltd
Panellists: Daniel Flaig - Partner, Capvis EquityPartners
Simon Turner - Managing Partner, Inflexion PrivateEquity
Where are the best investment opportunities involatile times?
15:00 - 15:30B Geo Focus
Where can outsized returns be found in emergingmarkets? What sectors, opportunity sets, exitexpectations & growth drivers present the bestinvestment opportunities & why?
Participants
Moderator: Martin Vogel - CEO, MDO ManagementCompany
Panellists: Oscar Silva - Chairman, Davos InternationalAdvisory
Philip Tsai - MD, Global Head of Secondary MarketAdvisory , UBS Investment Bank
Passporting, trade and talent: What are theimplications of a “hard” Brexit for PE?
15:00 - 15:30D Value add, volatility and the PE cycle
How will business structures change in a post-Brexitworld?
How will new trade barriers affect investments, whatare the implications for regulation, deal flow,fundraising and fund domicile? Can PE continue todeliver outperformance in a more complex post-Brexitworld?
Participants
Moderator: Sarah Syed - European Private EquityCorrespondent, Bloomberg News
Panellist: David Ewing - Managing Partner, ECIPartners
Michael Collins - Chief Executive, Invest Europe
John O'Sullivan - Co-Head and Investment CommitteeMember, Beechbrook Capital
Edmund Truell - Executive Chairman, Disruptive Capital
Tracking the evolution of private equity leaders
15:00 - 15:30E Investor Outlook
Three of the oldest global firms discuss the evolutionof their firm’s strategies and organisations
Panellists: Brian Conway - Chairman and ManagingPartner, TA Associates
Johannes Huth - Member & Head of KKR EMEA, KKR
Andrew Sillitoe - Co-CEO, APAX Partners
What Is The Current LP Appetite For MidMarket Deals?
15:30 - 16:00A Mid Market Focus
What factors do LPs take into account during theirselection process, what niche strategies are mostappealing and what metrics do LPs use whenevaluating performance? What can mid market GPs doto attract their interest?
Elena Loteva - Senior Advisor, MAC AssetManagement
Opportunties in Asia
15:30 - 16:00B Geo Focus
How are global and local geopolitical events shapingthe investment strategies of smart investors acrossthe continent? Comparing fund returns and operatingmetrics and pinpointing the compelling Asian growthstories
Participants
Moderator: Raj Ganguly - Co-Founder & GeneralPartner, B Capital Group
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 1 AGENDA - 27/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
Pushing innovation and creativity in generatingreturns
15:30 - 16:00C Update On Secondaries
How will secondaries managers actively source dealsand generate appropriate returns? Where will thequality deals come from? How are fundsdifferentiating themselves?
Participants
Moderator: Daniel Schäfer - Finance Editor,Handelsblatt
Panellists: Benoît Verbrugghe - Member of ExecutiveCommittee & Head of Ardian US, Ardian
Matt Jones - Partner, Global Secondaries InvestmentTeam, Pantheon
Lea Lazaric Calvert - Managing Director (Head of PCAEurope), Evercore
Private equity's changing purpose
15:30 - 16:00D Value add, volatility and the PE cycle
Seeking returns across the cycle
Participants
Moderator: Gordon Hargraves - Partner, PrivateAdvisors
Panelists: Martin Calderbank - Managing Partner,Agilitas
Rainer Ender - Head of Investment Management,Schroder Adveq
Arnaud Lipkowicz - Managing Director - Partner, GCMGrosvenor
Richard Daw - Co-Managing Partner, Phoenix Equity
What questions are LPs asking?
15:30 - 16:00E Investor Outlook
What are LPs discussing today, what are their majorconcerns, where are they putting their distributions towork and why?
Participants
Moderator: Graves Tompkins - Managing Director,Global Head of Capital Partnering, General Atlantic
Panellists: Anne Fossemalle - Head of Private EquityPractice, EBRD
Tilman W. Kruse - Director Corporates & Funds Europe/ Middle East / Central Asia, DEG
Reyaz Ahmad - Head, Global Emerging Markets Fundof Funds, IFC Asset Management Company
Henry Gindt - Special Assistant & Advisor, OPIC
Developments in fund restructuring
16:30 - 17:00C Update On Secondaries
Examining the latest trends in GP-led fundrestructuring: To what extent has the trend for GP ledliquidity solutions been the answer for investors’ newliquidity needs?
Participants
Moderator: Lawrence Thuet - Vice Chairman, Park HillGroup
Panellists: Joaquín Alexandre Ruiz Tarré - Head - EIFDiscretionary Portfolio, European Investment Fund –EIF
Andrew Hawkins - Head of Private Equity Solutions,ICG
Mercedes Fernandez Elias - Executive Director,Morgan Stanley Investment Management
Alon Avner - Managing Director, Bain Capital Credit
How to get lucky in private equity
16:30 - 17:00E Investor Outlook
Underpinning proven returns by the execution of aninvestment thesis
Participants
Moderator: Andrew Ware - Partner and Chief FinancialOfficer, Keyhaven Capital Partners
Panellists: Mr Joe Giannamore - CEO & CIO, AnaCap
Crevan O'Grady - Partner, Volpi Capital
João Coelho-Borges - Partner, Magnum Partners
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 1 AGENDA - 27/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
Exit activity in the mid market
17:00 - 17:30A Mid Market Focus
Evaluating the multiple exit routes in the mid market:trade sales, secondary & IPO activity & maximisingvalue whatever your route to realisation
Participants
Moderator: Silvina Aldeco-Martinez - ManagingDirector, S&P Global
Panellists: Edward Eyerman - Managing Director, Headof European Leveraged Finance, Fitch Ratings
Terry Mullen - Co-Founder and Partner, Arsenal Capital
Vincent Briancon - Partner, LBO France
Axel Kalinowski - Head of Central,Southern & EasternEurope, London Stock Exchange
Outlook for Africa
17:00 - 17:30B Geo Focus
Participants
Moderator: Oscar Silva - Chairman, DavosInternational Advisory
Panellists: Eric Osiakwan - Managing Partner, ChanzoCapital
David Donahue - Partner, Mbuyu Capital Partner
Alexandra Jung - Senior Advisor, 57 Stars
Recent trends in secondary investing
17:00 - 17:30C Update On Secondaries
Examining developments in niche strategies (sectorfocus, small-cap deals, tail ends), portfoliooptimisation and its impact on deal sourcing strategyand deal flow for secondary buyers, and the impact ofincreased use of leverage on pricing
Participants
Moderator: Philippe Roesch - Managing Partner ,RIAM Alternative Investments
Panellists: Christiaan de Lint - Partner & Co-Founder ,Headway Capital Partners
Christian Diller - Partner & Co-Founder, MontanaCapital Partners
Benjamin Revillion - Founder and Managing Partner,BEX Capital
Turnarounds & special situations
17:00 - 17:30D Distressed and special situations
Examining the growing trend to include turnaroundinvestments as part of a wider investment strategy:Where do the best opportunities lie for 2018?
Participants
Moderator: Dante Leone - Managing Partner, CP-DL
Panellists: Henry Jackson - Chief Executive, OpCapita
Scott Graves - Partner, Head of Distressed, Co-Head ofNorth American Private Equity, Ares Management LLC
Cyril Tergiman - Partner, EQT Credit
Martin Gruschka - Managing Member, SpringwaterCapital
The trend towards customisation
17:00 - 17:30E Investor Outlook
Forging new deals & flexible terms: how successfullyare GPs innovating to address LP needs via alternativestructures & customised partnerships?
Participants
Moderator: Miriam Schmitter - Managing Director,Commonfund UK Ltd
Hosted By:: Allen MacDonell - Managing Director,Teacher Retirement System of Texas
Electronic polling panel: how will the privatemarkets industry be disrupted?
09:40 - 10:10Day 2
What will happen to the traditional models, strategiesand future horizon of private capital investments? Whyis the 2 and 20 model debated but never trulychanged? How will deals be sourced? What will createa stronger and more future-proof industry to move withthe ever-changing times?
Participants
Moderator:: Helen Steers - Partner, Head of EuropeanInvestment Team , Pantheon
Jan Janshen - Managing Partner, Advent International
Guthrie Stewart - Global Head of Private Investments,PSP Investments
Christina Pamberg - Managing Partner, Alcyon Holding
SuperReturn Boardroom
10:00 - 11:00Engaged Conversations
Engaged conversation: The Green Revolution
The Chatham House Rule applies , No press
Participants
Jochen Wermuth - Founder, Green Growth Fund 2 &investment committee member, “Energy TransitionFund”, Germany’ new €24bn sovereign wealth fund,Wermuth Asset Management
The Era of Digitization
10:10 - 10:40Day 2
From the internet of things to AI
Participants
Robert Smith - Founder, Chairman and CEO, VistaEquity Partners
Interviewed by: Matt Klein - Alphaville Reporter, FTAlphaville
Investment horizons and the global financialsystem: examining the faith in global centralbank and policy coordination
10:40 - 11:15Day 2
Examining whether global monetary policy stabilitycan be maintained and continue to offset domesticand international political volatility.
The disproportionate role of the dollar in global tradeand finance
The corresponding role of the Federal Reserve and itscompeting mandate for the US domestic and globaleconomy
How do private and public sector debt levels impactthe policy options for China, the US, Japan and Europe
Can astute central bank coordination manage theglobal economy in spite of domestic and internationalpolitical tension?
Participants
Moderator: Matt Klein - Alphaville Reporter, FTAlphaville
Panellists: Michael Pettis - Professor of Finance,Guanghua School of Management, Peking University
Brad Setser - Senior Fellow, Council on ForeignRelations
Mark Jenkins - Head of Global Credit, The CarlyleGroup
Giuseppe Naglieri - Partner and Deputy ChiefInvestment Officer, Värde Partners
Morning Coffee and Networking Break
11:15 - 11:45
Europe under pressure
11:45 - 12:25Day 2
The European Crisis in its Global Context
Participants
Yanis Varoufakis , Former Minister of Finance, Greece,Professor of Economics, Co-founder, DiEM25
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 2 AGENDA - 28/02/2018
Hosted By: Yanis Varoufakis , Former Minister ofFinance, Greece, Professor of Economics, Co-founder,DiEM25
How much longer can the global economy bethis good?
12:50 - 13:20Day 2
Participants
David Rubenstein - Co-Founder & Co-ExecutiveChairman, The Carlyle Group
Lunch, Networking Break & Quick FireShowcase
13:20 - 14:55
Plus hosted lunch tables in the LA Café with:
Prof. Dr. Yanis Varoufakis, Former Minister of Finance,Greece, Professor of Economics, Co-founder, DiEM25
Allen MacDonell, Managing Director, TeacherRetirement System of Texas
First come, first served
Afternoon plenary chairman
14:55 - 15:00Day 2
Participants
Marc Wursdorfer - Managing Director, Head of EMEA,UBS Investment Bank
Mid Market “back to the future”
15:00 - 15:30Day 2
We take a trip back to 2007 to discuss what’s changedin the mid market since then, where we are today,
what it will take to be successful in the future andwhat’s going to matter most in getting there
Participants
Moderator: Jim Strang - Managing Director, Head ofEurope, Hamilton Lane
Panellists: Frode Strand-Nielsen - Managing Partner,FSN Capital Partners
Gregor Böhm - Managing Director & Co-Head CarlyleEurope Partners, The Carlyle Group
Dana Haimoff - Managing Director,Portfolio Manager,J.P Morgan Asset Management
Looking at the world from a risk perspective –we are all emerging markets now
15:30 - 16:00Day 2
With currency risk and policital risk becomingubiquitous, where should emerging and growth marketprivate equity and venture capital sit in a globalportfolio? How do other regions fare against Europeand US?
Participants
Moderator: Mounir Guen - CEO, MVision
Panellists: Rashad Kaldany - Founder and CIO,BlueOrange Sustainable Capital
Seymur Tari - CEO , Turkven Private Equity
Alexander Savin - Managing Partner, Elbrus Capital
Rob Genovese - Vice President, Lunar
Afternoon Refreshments and NetworkingBreak
16:00 - 16:25
Afternoon Chair
16:25 - 16:30A Fundraising
Participants
Oliver Gottschalg - Associate Professor, HEC Schoolof Management, Paris
Afternoon Chair
16:25 - 16:30B Real Assets
Participants
Terrence M Tehranian - Partner , Pioneer PointPartners
Afternoon Chair
16:25 - 16:30C Co Investments
Participants
Rhonda Ryan - Managing Director, Head of EMEA,Pavilion Alternatives Group Ltd
Afternoon Chair
16:25 - 16:30D VC/Growth
Participants
Brian Smiga - Partner, Alpha Venture Partners
People Matter!
16:30 - 17:00A Fundraising
New insights into factors that explain when GPperformance persists … and when it does not
Participants
Oliver Gottschalg - Associate Professor, HEC Schoolof Management, Paris
The next generation of infrastructure
16:30 - 17:00B Real Assets
What role will private capital play in developing thenext generation of infrastructure when “no normal” isthe new normal?
Addressing the challenges of increasing urbanisation,maturity of emerging markets and aging population,combined with the new risk issues of stranded assets,disruptive technology, changing regulation andsignificant competition for assets from new entrants
Participants
Moderator: Terrence M Tehranian - Partner , PioneerPoint Partners
Panellists: Simon Gray - Co-Managing Partner, ArcusInfrastructure Partners
Laurence Monnier - Head of Strategy and Research,Aviva Investors
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 2 AGENDA - 28/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
Co-investment and outperformance: to whatextent do co-investments outperform fundinvestments?
16:30 - 17:00C Co Investments
To what extent do co-investments outperform fundinvestments? What value do LPs bring to the table,how are GPs managing the increase in demand for co-investments and how do LPs choose the best deals?
Participants
Moderator: David Smith - Managing Director, Co-headof Co-investments, Capital Dynamics
Panellists: Amanda Tonsgaard - Head of InvestorServices, Triton
Fundraising best practice: what makes a fundmarketable to LPs and what are the mistakes to avoid?How have successful GPs achieved their outstandingfundraisings?
Participants
Moderator: John Barber - Partner, Co-Head of InvestorServices , Bridgepoint
Panellists: Andrew Honnor - Managing Partner ,Greenbrook Communications
Mark Harford - Partner, Vitruvian Partners
Marc der Kinderen - Managing Partner, 747 Capital
Andy Shore - Partner, Proskauer
LPs on real assets
17:00 - 17:30B Real Assets
What strategies are LPs reviewing to increase theirallocation to real assets over the long term? Whichtrends are they following and why? What are the topchallenges they are facing, what types of risks are theyconcerned about and how are they managing thoserisks?
Participants
Moderator: Rahul Advani - Partner, Energy CapitalPartners
Panellists: Alexander Krater - Partner, PalladioPartners
Jason Zibarras - Founding Partner, Argo InfrastructurePartners
How can LPs successfully generate a diversified co-investment portfolio? What are the risks inherent in aco-investment programme, how are these bestmanaged and what is the impact of co-investing onLP/GP relations, fees and portfolio construction?
Participants
Moderator: Nick Warmingham - Investment Director,Cambridge Associates
Carl Nauckhoff - Senior Principal, Head of InvestorRelations, Investindustrial
Erik Nobel - Investment Director, AP6
J.Brady Hyde - Vice President, Director of PrivateEquity, B1 Capital Partners
2018: A strong year for European VC?
17:00 - 17:30D VC/Growth
Examining the latest trends: Where are the bestopportunities and how are investors assessingestablished and new VCs
Participants
Moderator: Annette Wilson - Partner, COO & InvestorRelations, Finch Capital
Panellist: Anne Glover - Chief Executive & Co-Founder,Amadeus Capital Partners
Alberto Gómez - Managing Partner, Adara Ventures
Bjorn Tremmerie - Equity Investments, Head DivisionICT & BAI, European Investment Fund – EIF
Chris Wade - Co-Founder & Partner, ISOMER CAPITAL
LP perspectives: what could GPs do better?
17:30 - 18:00A Fundraising
What are the best strategies for accessing top tier/oversubscribed funds? When to re-up and when towalk away, and when to invest with a first timemanager
Participants
Moderator: David Jeffrey - Partner-Head of Europe,StepStone Group
Panellist: Joshua B Stern - Director, PrivateInvestments , Robert Wood Johnson Foundation
Mark C. Boyle , Independent Senior Advisor
Dave Hong - Senior Portfolio Manager, bcIMC
Opportunities in renewables: can renewablessustain their competitive edge over the next 5years?
17:30 - 18:00B Real Assets
How will geopolitics affect renewables in the short andlong term, what will the effect of technology be onrenewable energy development and how will pricing ontraditional fuels affect renewables?
Andy Brown - Head of Investor Relations, FranciscoPartners
End of Main Conference Day 2
18:00 - 18:05
Evening Networking Reception
18:05 - 19:30
Entry Strictly Restricted To SuperReturn ConferenceBadge Holders Only
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 2 AGENDA - 28/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
TIME A FUNDRAISING B REAL ASSETS C CO INVESTMENTS D VC/GROWTH DAY 2 ENGAGED CONVERSATIONS
08:00 08:00 - Registration and wel-come coffee
08:00 - Registration and wel-come coffee
08:00 - Registration and wel-come coffee
08:00 - Registration and wel-come coffee
08:00 - Registration and wel-come coffee
08:30 - Chairman's openingwelcome
08:40 - Private equity investingwith impact in the green indus-trial revolutionGreen revolu-tion: Winners and Losers
08:00 - Registration and wel-come coffee
08:30 - Engaged conversa-tions
09:00 09:10 - Fireside Chat
09:40 - Electronic polling pan-el: how will the private marketsindustry be disrupted?
09:15 - SuperReturn Board-room
10:00 10:10 - The Era of Digitization
10:40 - Investment horizonsand the global financial sys-tem: examining the faith inglobal central bank and policycoordination
10:00 - SuperReturn Board-room
11:00 11:15 - Morning Coffee andNetworking Break
11:15 - Morning Coffee andNetworking Break
11:15 - Morning Coffee andNetworking Break
11:15 - Morning Coffee andNetworking Break
11:15 - Morning Coffee andNetworking Break
11:45 - Europe under pressure
11:15 - Morning Coffee andNetworking Break
12:00 12:25 - Off the record
12:50 - How much longer canthe global economy be thisgood?
12:30 - SuperReturn Board-room
13:00 13:20 - Lunch, NetworkingBreak & Quick Fire Showcase
13:20 - Lunch, NetworkingBreak & Quick Fire Showcase
13:20 - Lunch, NetworkingBreak & Quick Fire Showcase
13:20 - Lunch, NetworkingBreak & Quick Fire Showcase
13:20 - Lunch, NetworkingBreak & Quick Fire Showcase
13:20 - Lunch, NetworkingBreak & Quick Fire Showcase
SCHEDULEPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018 MAIN CONFERENCE DAY 2 AGENDA - 28/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
TIME A FUNDRAISING B REAL ASSETS C CO INVESTMENTS D VC/GROWTH DAY 2 ENGAGED CONVERSATIONS
14:00 14:55 - Afternoon plenarychairman
15:00 15:00 - Mid Market “back tothe future”
15:30 - Looking at the worldfrom a risk perspective – weare all emerging markets now
16:00 16:00 - Afternoon Refresh-ments and Networking Break
16:25 - Afternoon Chair
16:30 - People Matter!
16:00 - Afternoon Refresh-ments and Networking Break
16:25 - Afternoon Chair
16:30 - The next generation ofinfrastructure
16:00 - Afternoon Refresh-ments and Networking Break
16:25 - Afternoon Chair
16:30 - Co-investment and out-performance: to what extentdo co-investments outperformfund investments?
16:00 - Afternoon Refresh-ments and Networking Break
16:25 - Afternoon Chair
16:30 - Building a Venture In-vestment Playbook
16:00 - Afternoon Refresh-ments and Networking Break
16:00 - Afternoon Refresh-ments and Networking Break
17:00 17:00 - The do’s and don’ts offundraising
17:30 - LP perspectives: whatcould GPs do better?
17:00 - LPs on real assets
17:30 - Opportunities in renew-ables: can renewables sustaintheir competitive edge over thenext 5 years?
17:00 - Successfully accessingco-investment deals
17:30 - Too hot to touch
17:00 - 2018: A strong year forEuropean VC?
17:30 - Growth equity today
18:00 18:00 - End of Main Confer-ence Day 2
18:05 - Evening NetworkingReception
18:00 - End of Main Confer-ence Day 2
18:05 - Evening NetworkingReception
18:00 - End of Main Confer-ence Day 2
18:05 - Evening NetworkingReception
18:00 - End of Main Confer-ence Day 2
18:05 - Evening NetworkingReception
18:00 - End of Main Confer-ence Day 2
18:05 - Evening NetworkingReception
18:00 - End of Main Confer-ence Day 2
18:05 - Evening NetworkingReception
SCHEDULEPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018 MAIN CONFERENCE DAY 2 AGENDA - 28/02/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
LP Only Breakfast
08:15 - 09:30LP Only Breakfast
Informative and invaluable networking for LPs.
Open to pre-qualified pension funds, foundations,endowments, SWFs only
Hosted By: ILPA
Fair Game? An LP-Only Discussion on “Reasonable”Fees and Expenses
Every day, LPs are told that various terms orparameters are, or are not, “market”. How can weseparate fact from fiction? And even where terms areindeed market-standard, which of these should LPsaccept, and which ones are worth revisiting? Join ILPAand your global LP peers for a closed-door, ChathamHouse rules discussion on what we’ve seen to dateand what we want to prioritize for the future.Questions tackled will include:
• What baseline do investors use to assess whethervarious types of expense are reasonable, e.g.,placement fees, fund administration, legal andaccounting?
• Can the trend towards broad discretion on thedefinition of fund expenses be reined in? If so,how?
• As LPs scrutinize the use of operating partners,how have GP attitudes towards insourcing versusoutsourcing evolved?
• Should specific costs associated with subsets ofLPs be shared among all LPs in the fund, e.g., co-investors or LPs with specific jurisdictionalrequirements?
• How useful is it for LPs to review the serviceagreements between the GP and vendors orportfolio company management?
Participants
Jennifer Choi - Managing Director, ILPA
Registration and Welcome Coffee
09:00 - 09:25Day 3
Chairman's opening welcome
09:25 - 09:30Day 3
Participants
Jonny Maxwell , Investor & Corporate Advisor
Stretching the brand? Latest academicevidence on performance persistence acrossfunds
09:30 - 10:10Day 3
Tim Jenkinson will take a new look at the performancepersistence question by presenting evidence onwhether top GPs are able to repeat their performanceacross funds, and how returns are impacted as theyincrease fund size and move into different strategiesor geographies.
Participants
Tim Jenkinson - Professor of Finance, Private EquityInstitute, Said Business School, University of Oxford
Follow up panel on performance persistenceacross funds
10:10 - 10:40Day 3
Participants
Moderator: Tim Jenkinson - Professor of Finance,Private Equity Institute, Said Business School,University of Oxford
Panellists: Allen MacDonell - Managing Director,Teacher Retirement System of Texas
Neil Harper - Managing Director & Chief InvestmentOfficer, Morgan Stanley Alternative InvestmentPartners
Simon Cook - Co-Founding Partner, Draper Esprit
Morning Coffee
10:40 - 11:10
VC/CVC-financed startups going global
11:10 - 11:30Day 3
Participants
Martin Haemmig - Adjunct Professor , CeTIM &GLORAD
Cross-Border VC Investments In GlobalStartups
11:30 - 12:00Day 3
Participants
Moderator: Martin Haemmig - Adjunct Professor ,CeTIM & GLORAD
Panellists: Eric Buatois - General Partner, BenhamouGlobal Ventures
Markus Benzler - Head Multi-Managers PE, UBS
Simon Cook - Co-Founding Partner, Draper Esprit
Dick Kramlich - Chairman Emeritus, NEA
Yoann Caujolle - Director, BPI France
Regulatory update
12:00 - 12:30Day 3
Regulation, self-regulation and politics: the mainchallenges for PE in 2018 and how the industry ispreparing to deal with them
Participants
Moderator: Dörte Höppner - COO Riverside Europe,The Riverside Company
Panellists: Michael Collins - Chief Executive, InvestEurope
Tim Hames - Director General , BVCA
John Finley - Chief Legal Officer, Blackstone
Jennifer Choi - Managing Director, ILPA
Lessons from a serial entrepreneur
12:30 - 13:15Day 3
Profiting from the Truth
People are interested in ideas and loyal to promises,not products and price points. Communicating withclarity ultimately means removing ‘the illusion ofseparation’, understanding that ‘You are YourCustomer’ and treating your customers as you wouldhave them treat you.
BJ Cunningham uses his own experience as a serialentrepreneur, and his highly entertaining and thoughtprovoking ‘DEATH Cigarettes’ case study, to illustratehis straightforward brand and business thinking; ‘RightThought, Right Word, Right Action’.
Participants
BJ Cunningham , Serial Entrepreneur
Lunch & Networking Break
13:15 - 14:15
SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 3 AGENDA - 01/03/2018
SuperReturnInternational
25 - 28 February 2019InterContinental Hotel
Berlin
finance.knect365.com/superreturn-international/
Impact investing
14:15 - 14:45Day 3
Participants
Moderator: Peter Flynn - Director, Candela Capital
Panellists: Silva Deželan - Director Sustainability,Robeco Private Equity
Sophie Robé - Founder & CEO, Phenix Capital
Nathan Elstub - Executive Director of Investment,NESTA
Too hot to touch session on red hot issues
14:45 - 15:15Day 3
Chatham House Rule applies – no reporting, orattributing of quotes to participants.