Agenda

Day One – Tuesday 5 February 2019 

07:45
Breakfast Briefing Networking and Registration
 
08:00
Breakfast Briefing
How Tech Can Help You Win That Deal

  • Which technology do you need to win business?
  • From AI to blockchain – What is out there and how can you benefit from it?
  • Case study - How technology got that deal

Emma Danks, Private Equity - Partner, Taylor Wessing
James Hales, Head of Origination, NorthEdge Capital

08:30
Networking and Registration
 
09:20
Chairperson’s Opening Remarks
09:30
Keynote Panel
Global Economic Outlook and the Impact on Private Equity Deals

  • Two months to go – What are the likely effects of Brexit and how will this affect global investment in the UK?
  • Global investment trends – the impact on UK PE and LP asset allocation
  • What do tariff wars and rising interest rates mean for PE and PCs?
  • Sector growth – 5 year forecast

Chair: Mark O'Hare, Founder and Chief Executive, Preqin

Rt Hon David Laws
, Strategic Advisor, GK Strategy

John Tsui, Managing Principal, Peninsula House
Garry Wilson, Managing Partner, Endless
Bill Diviney, Senior Economist, ABN AMRO Bank NV
10:10
Case Study
Examining the Strategy Behind the Deal

  • Winning the deal
  • Scale and time frame of changes to the business
  • Which partners were used? How did this affect the process and outcome?
  • Strategy behind exiting the business for maximum returns 

Tim Ashlin, Partner, Synova Capital

10:40
LP/GP Speed Networking and Coffee Break
 
11:20
Industry Leader Discussion
Is the Climate for Fundraising Changing?
12:00
Out of the Box Speaker Presentation
Getting the Risk Taking and Decision Making Strategy Right in Deal Making
12:40
Networking Lunch
 
14:00
Stream One: GP Stream
Rising Stars
Hear from the Future of Private Equity
Stream Two: LP Stream
Keynote Address
Private Equity – What do we know and what are we learning

  • Analysing returns and compression in the latest data from the Oxford PE Institute
  • A warning on how measures are manipulated in marketing?
  • Fee Controversy - Investigating the latest research on fees and costs

John Gilligan, Director, Oxford University
14:40
Stream One: GP Stream
Panel
Which Industries Face Disruption in the Next 5-10 years?

  • How can GPs prepare, plan and embrace this?
  • Which sectors are attracting the most investment?
  • Is this likely to change?
  • Should GPs specialise or diversify? – Which delivers greater returns?
Chair: Bernard Dale, Managing Partner, Connection Capital

David Barbour, Managing Partner, FPE Capital
David Porter, Partner, Apposite Capital 
Florian Strehle, Partner, Alpina Partners
Bill Priestley, Chief Investment Partner, Epiris
Stream Two: LP Stream
LP Discussion
Minimising Risk with Varied Scale and Size of Asset Allocation

  • What you need to think about when deciding where your money goes
  • Is GP reputation enough to base your decision on?
  • Which sectors are on the rise and set to grow for future returns?
  • Lessons learnt

Jean-Philippe Burcklen, Deputy Director, European Investment Fund
Ana Maria Harrison, Investor Relations, Adams Street Partners
Davide Deagostino, Principal, BT Pension Scheme Management
15:10
Networking Break
 
15:50
Stream One: GP Stream
Case Study
Achieving An Optimum Exit: The Anicura Story

Nordic Capital shares its experience of building a Nordic vet care operator into a European leader over a four-year ownership period and of achieving an optimum exit in one of the largest ever veterinary services transactions.


Raj Shah, Partner & Co-Head of Healthcare, Nordic Capital Advisory UK

 

Stream Two: LP Stream
Panel
How should LPs Invest in Venture Capital?

16:30
Stream One: GP Stream
Panel
Attracting and Retaining Top Talent for your PCs

  • Hiring the right person to win business and create portfolio value
  • Looking outside the box – finding the right talent in unexpected places
  • Incentivisation - what works and what doesn’t

Chair: Nicholas Neveling, Editor, Real Deals 

James Fassnidge, Partner, Drax
Graham Love, Chairman, The Royal Mint
Gareth Whiley, Partner, Silverfleet Capital

Stream Two: LP Stream
Panel
Creating and Communicating PC Value

  • Focusing on increasing transparency
  • Are GPs incentivised to push for best value?
  • Lots of money chasing limited deals – how is this affecting the market?
  • Creating and increasing value in PCs – what is the best method?
  • Financial engineering, distress management, debt control and/or debt management

Chair: James Hales, Head of Origination, NorthEdge

Nicol Fraser, Partner, Dunedin
Martin Calderbank, Managing Partner, Agilitas
Hamish Mair, Managing Director, Head of Private Equity, BMO Global Asset Management

17:15
Roundtables

An opportunity for a group of 10-15 participants to sit down and discuss a specific issue, share opinions and strategies in an informal environment

Roundtable 1 – Secondary Markets
Roundtable 2 – Exiting for optimum returns
Roundtable 3 – Debt
Roundtable 4 – Asset Allocation 
Roundtable 5 – Remuneration and Retention in GPs

18:00
Real Deals "Casino Royale" night!

You can join the industry for a relaxing drink and learn from poker expert Caspar Berry the ins and the outs of the game.

Day Two – Wednesday 6 February 2019

08:45
Networking and registration
 
09:30
Chairperson’s Opening Remarks
09:40
Keynote Panel
Examining the new GP business models in play

  • To what extent is a new GP business model needed?
  • Increasing duration of contracts - How longhold funds can work for you
  • Minority deals - Why the growth in popularity?
  • Co-investment - How can this work for both parties?
  • Trends in the Multi vs. Single-Product GP model
  • Client centricity and transparency within the successful GP model

Chair: Carolina Espinal, Managing Director, HarbourVest Partners

Kevin Albery, Investor Relations, Triton Partners
Julian Carr, Principal, Ethos Partners
Richard Hope, Managing Director, Hamilton Lane
David Santos, Partner, Alantra Private Equity

10:20
On Board With Co-investment
Does Co-investing Deliver Better Performance and Stronger Results?

  • Transparency and trust - building the LP/GP relationship
  • What is the current GP/LP appetite for co-investment
  • Using co-investment to increase deal flow
Chair: Nicholas Neveling, Editor, Real Deals 

Pieter-Jan Frederix, Principal,Unigestion
Jean-François Felix, Chief Executive Officer, Edmond de Rothschild Private Equity France
Daina Spedding, Investment Manager, Lewis Trust Group

11:00
Networking Break
 
11:40
Expert Insight: Themes from the Coller Capital Global Private Equity Barometer
  • Returns from, and appetite for, PE
  • Brexit and European PE returns
  • Performance of PE in an economic downturn
  • Diversity within PE
  • Venture capital investments
Hani El Khoury, Principal Coller Capital
12:10
Out of the Box Speaker Presentation
Ensuring Resilience in the Face of Difficult Deals and Stressful Scenarios

  • Dealing with rejection – Coping mechanisms for dealing with multiple bids that don’t convert
  • Managing stress and staying focused when working to tight deadlines

Cath Bishop, Olympic Rower and Diplomat

12:40
Just a PE Minute

A panel of PE experts will be challenged to speak for less than a minute without hesitation, deviation or repetition on market related issues that come up on the cards

13:00
Networking Lunch
 
14:20
Afternoon Keynote Address

  • Grown maturity of private equity as an asset class
  • Contrasting with the stock market
  • New trends in private equity
  • Focus on financial engineering, synthetic securities to address:
    • Management fees
    • Flattening the J curve
    • Downside protection and risk mitigation

Eli Talmor, Professor, London Business School

14:50
Case Study
Buying into the Secondary Market

  • What was purchased and why?
  • What was the decision making process between buying on the secondary market and investing directly?
  • How did the process differ from a standard deal?
  • Lessons learnt
15:20
Panel
How are Secondary Markets Evolving

  • Pricing and deal flows
  • Do secondary markets work better in some sectors rather than others?
  • Characterising the risk profile of primary vs. secondary investments
  • Making secondaries the norm in LP portfolios
  • Discussing the emergence of bespoke solutions within secondary transactions
Chair: Nicholas Neveling, Editor, Real Deals 

Petra Bukovec, Principal, Pantheon Ventures
Carlo Pirzio-Biroli, Managing Partner and CEO, Glendower Capital
Yaron Zafir, Head of Secondaries and Transactions, Rede Partners

15:50
Chairperson’s Closing Remarks and End of Conference
 

Lead Partner

Business Partner

Drinks Reception Partner

Executive Partner

Media Partner

Junior Partner

Real Deals Real Deals @RealDealsEU BGF’s Hawk Group goes into administration https://t.co/0XENkDhVhZ https://t.co/F2nWZGbtKk 20 hours ago
Real Deals Real Deals @RealDealsEU Aliter Capital announces three promotions https://t.co/C6ALZQS9AL https://t.co/pomTLQ5jJJ 1 day ago
Real Deals Real Deals @RealDealsEU Apposite Capital’s Swanton Care invests in Courtyard Care https://t.co/GU7NrYiFNW https://t.co/0xUyL2FdJG 1 day ago
Real Deals Real Deals @RealDealsEU Ardian to buy aircraft maintenance business Revima https://t.co/R8UNraGhme https://t.co/pcJtq9BfEl 2 days ago
Real Deals Real Deals @RealDealsEU French iXO Private Equity closes fourth fund on €200m https://t.co/SnnuCuVyki https://t.co/gB40Ap2dto 2 days ago
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Real Deals Real Deals @RealDealsEU Private Equity Awards 2019: deal and house shortlists announced https://t.co/2Zn103mkVf https://t.co/fvEIQsxZxG 1 week ago
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