SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY ONE - 01/03/2021 GMT (Greenwich Mean Time)
Chair’s opening remarks Private equity as a change agent in a world Is this Europe’s moment? changed forever: Examining the fundamental 09:30 - 09:40 11:50 - 12:20 CEO Insights themes accelerated by the pandemic CEO Insights 10:50 - 11:20 Participants How confident is the private equity industry that CEO Insights Europe has leaned from the GFC and grasped the Chair: Chris Hunter - CEO, Cambridge Associates (UK) transformative trends of the future including ESG, Limited To what extent are boardroom discussions today different from last year? Are ESG considerations more climate change and digitisation? Is the way forward to important to investment decisions today? How have invest in secular trends? Will Europe’s monetary policy help or harm? Navigating the private equity industry in a technology priorities escalated given the growth in online purchasing? How attractive is healthcare complex of profound disruptions investing? Is the private equity industry moving fast Participants 09:40 - 10:10 enough to be at the forefront of disruption and to help Moderator: Neil Harper - Chairman, Turkven Private CEO Insights entrepreneurs and family companies deal with Equity transition? Is private equity stepping up to be helpful Examining the seismic economic and societal changes enough? Panellists: Richard Hope - Head of EMEA, Fund triggered by COVID-19 – what are the biggest Investment Team Europe, Hamilton Lane challenges and opportunities facing private equity Participants Charlotte Ruhe - Managing Director, Central & South today? How has the pandemic impacted on current Moderator: Helen Steers - Partner, Pantheon Eastern Europe, EBRD and future private equity investment strategies? Panellists: Christian Sinding - CEO & Managing Dörte Höppner - Chief Operating Officer, Riverside Participants Partner, EQT Europe Partners
Cian Cotter - Managing Director, Insight Partners David Novak - Co-President, Clayton Dubilier & Rice Gregory Dewerpe - Founder, A/O PropTech
Rob Lucas - Managing Partner, CVC Capital Partners Raising the game: To what extent has private Johannes Huth - Partner & Head of KKR EMEA, KKR Buy the future and sell the past! How can equity moved from asset manager to manager private equity firms future-proof their of assets? portfolios, look to the future and go where the Dedicated networking time growth is? 10:15 - 10:45 CEO Insights 11:20 - 11:50 12:25 - 12:55 CEO Insights CEO Insights What are LPs looking for and what will be important 10 years from now? Acting in a responsible way as a How are private equity firms dealing with their collective and future-testing investments to ensure LP-only discussion group Update on Co- structurally challenged legacy investments and they are ESG compatible. How are PE firms seeking investments and direct investments transitioning to tomorrow’s world? Is the industry new approaches to generate positive impact and innovating fast enough and will only the paranoid sustainable returns and implement ESG throughout the 11:20 - 11:50 survive? How to overcome the risks of inflation, life cycle and beyond, and how can they communicate, CEO Insights: LP-only regulation, asset bubbles and low interest rates. connect and contribute better to wider society? This exclusive discussion group is only open to pre- Participants Participants registered development finance institutions, endowments, foundations, insurance companies, Moderator: Andrew Brown - Head of Private Equity Moderator: David Jeffrey - Partner, Head of Europe, pension funds and sovereign wealth funds, subject to Research, Willis Towers Watson StepStone Group qualification. Panellists: Eric Bismuth - CEO, Montefiore Panellists: Kurt Björklund - Managing Partner, Permira To apply please contact Chloe Elliott Miriam Schmitter - Managing Director, Commonfund Simon Marc - Senior Managing Director, Global Head at [email protected] Capital of Private Equity, PSP Investments Maria Cantillon - Head of Sales, EMEA, Citi Participants Andrea Bonomi - Founder and Chairman, J. Christopher Flowers - Managing Director & CEO, J.C. Investindustrial Discussion leaders:: Jean-François Le Ruyet - Partner, Flowers & Co Quilvest Capital Partners
Mercedes Fernandez Elias - Partner AIP Private Markets, Morgan Stanley Investment Management Dedicated networking time
12:55 - 13:25 CEO Insights
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY ONE - 01/03/2021 GMT (Greenwich Mean Time)
How can the European mid-market overcome Dedicated networking time Closing Keynote Address: The impact of the the growing problem of competition as Biden administration on global investment 15:05 - 15:35 numbers of PE firms and dry power continue to CEO Insights 16:45 - 17:15 grow? CEO Insights 13:25 - 13:55 The Biden administration has economic and financial CEO Insights Connections: GP stake sales from all angles priorities and goals far different than those of the 15:05 - 15:35 Examining the success of expanding strategies by Trump administration. CEO Insights: Connections specialising in various ways to seek sustainable How will these differences positively or adversely competitive advantage. To what extent can sector- Analysing the current market environment for GP affect private investment activity in the United States, focused funds, strategy focused funds, funds with a stakes Europe, and the rest of the world? key competency in sourcing, operational value-add or innovative fee structures offer LPs an edge within their This informal session brings LPs and GPs together in a Will the global community follow the lead of the U.S. programmes? closed setting to network and discuss the latest in many of these areas, or will there be continuing concerns facing GP structures and ownership. Run economic and investment tensions between the U.S., under the Chatham House Rule and open to 24 pre- Europe, and Asia? registered LP and GP attendees. For GP registrations Participants please email [email protected]. For These questions will be addressed by David M. Moderator: Christopher Bär - Managing Director, LP registrations please Rubenstein, Co-Founder and Co-Chairman of The MPEP Luxembourg Management S.à r.l. email [email protected]. Carlyle Group and Chairman of the Council on Foreign Relations. Panellists: Christopher Masek - CEO, IK Investment Participants Partners Participants Discussion leader:: Dadong Yan - Portfolio Manager, Frode Strand-Nielsen - Managing Partner, FSN Capital Alternative Investments, MassMutual David Rubenstein - Co-Founder & Co-Chairman, The Partners Carlyle Group Lindsey McMurray - Managing Partner, Pollen Street Capital Private equity under pressure: Successfully Chair’s closing remarks & the end of the CEO Oliver Haarmann - Founding Partner, Searchlight deploying capital amid economic and political Capital Partners uncertainty, increased competition and rising Insights Day stakeholder expectations 17:15 - 17:20 15:35 - 16:05 Anatomy of a Retail Investment CEO Insights 14:00 - 14:30 How can PE firms move faster to drive strategic CEO Insights growth, create greater value and drive meaningful Participants impact across funds?
Raymond Svider - Chairman and Partner, BC Partners Participants
Interviewed by: Miriam Gottfried - Reporter, The Wall Moderator: Merrick McKay - Head of Europe – Private Street Journal Equity, Aberdeen Standard Investments
Panellists: Gilles Collombin - Partner & Head of Fundraising in the COVID era: A retrospective Investor Relations, Charterhouse Capital Partners of how GPs raised virtually in 2020 Rainer Ender - Head of Private Equity, Member of the Investment Committee, Schroder Adveq 14:35 - 15:05 CEO Insights Dana Haimoff - Managing Director, Portfolio Manager, J.P Morgan Asset Management What were the pros and cons of virtual fundraising and lessons learned in 2020? How has it impacted younger funds vs established players? Re-ups vs new funds? The critical impact of technology: sourcing and What will be the long-term impact on changes to way completing deals in an increasingly funds are raised? competitive environment
Participants 16:10 - 16:40 Moderator: Matthew Hardcastle - Client Development CEO Insights Director, DealCloud, an Intapp Company Participants Panellists: Richard Howell - Managing Partner, PAI Katie May - Director, InCloudCounsel Partners
Katja Salovaara - Senior Investment Officer - Private Equity, New York City Retirement Systems
J. Christopher Kojima - Partner, Goldman Sachs
Johanna Barr - Managing Director and Global Co-Head of Limited Partner Services, Advent International
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SCHEDULE 1 - 5 March 2021 Virtual Event DAY ONE - 01/03/2021 GMT (Greenwich Mean Time)
TIME CEO INSIGHTS CEO INSIGHTS: CONNECTIONS CEO INSIGHTS: LP-ONLY
09:00 09:30 - Chair’s opening remarks 09:40 - Navigating the private equity in- dustry in a complex of profound disrup- tions
10:00 10:15 - Raising the game: To what extent has private equity moved from asset manager to manager of assets? 10:50 - Private equity as a change agent in a world changed forever: Examining the fundamental themes accelerated by the pandemic
11:00 11:20 - Dedicated networking time 11:20 - LP-only discussion group Update on Co-investments and direct invest- 11:50 - Is this Europe’s moment? ments
12:00 12:25 - Buy the future and sell the past! How can private equity firms future-proof their portfolios, look to the future and go where the growth is? 12:55 - Dedicated networking time
13:00 13:25 - How can the European mid-mar- ket overcome the growing problem of competition as numbers of PE firms and dry power continue to grow?
14:00 14:00 - Anatomy of a Retail Investment 14:35 - Fundraising in the COVID era: A retrospective of how GPs raised virtually in 2020
15:00 15:05 - Dedicated networking time 15:05 - Connections: GP stake sales from all angles 15:35 - Private equity under pressure: Successfully deploying capital amid eco- nomic and political uncertainty, increased competition and rising stakeholder ex- pectations
16:00 16:10 - The critical impact of technology: sourcing and completing deals in an in- creasingly competitive environment 16:45 - Closing Keynote Address: The im- pact of the Biden administration on glob- al investment
17:00 17:15 - Chair’s closing remarks & the end 17:15 - Chair’s closing remarks & the end 17:15 - Chair’s closing remarks & the end of the CEO Insights Day of the CEO Insights Day of the CEO Insights Day
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY TWO - 02/03/2021 GMT (Greenwich Mean Time)
Chair’s opening remarks The urgent need to grasp the huge Where there’s risk, there’s opportunity: how are opportunities of Life Sciences sector provoked GPs boosting portfolio performance and 08:50 - 09:00 Private Credit: Day One by the COVID crisis planning for the future? Participants 09:40 - 10:00 10:15 - 10:50 Healthcare and Life Sciences: Day One Private Credit: Day One Morning chair:: Anthony Fobel - CEO, Arcmont Asset Management The compelling consequences of the COVID crisis: the How have GPs been supporting portfolio companies pressing need & duty to invest in continuity & to think through the pandemic? How have they enhanced their ecosystem management tool kits to boost portfolio performance, One year into the crisis: private credit manage covenant breaches and meet liquidity needs? Participants With government support schemes starting to be performance review waned out in 2021, how are GPs adjusting their Rafaèle Tordjman - Founder and CEO, Jeito Capital 09:00 - 09:20 portfolio management strategies, and which approach Private Credit: Day One works best – debt to equity swaps, exits, selling into the secondaries? Where are managers finding the Making sense of the last 12 months – what does The return to “the new normal” most attractive risk adjusted returns and how is that fundraising, deployment and exit data show about how 10:05 - 10:40 impacting their capital raising and deployment plans well the asset class has passed its first stress test? Healthcare and Life Sciences: Day One into 2021? How is private credit coming out of the crisis and what shape and form will the recovery take? How has investment landscape changed and evolved Participants following the global pandemic? What are the key Participants Moderator: Frank Fama - Managing Director, takeaways for investment professionals? Exploring the Cambridge Associates Leo Fletcher-Smith - Strategy Head, European Private main barriers when investing in life science Credit, Aksia Europe companies. Sharing best practices and strategies for Panellists: Karen Simeone - Managing Director, making the right investment decisions in the current HarbourVest Partners climate. What innovations have fund managers made Oliver Duff - Senior Managing Director and Global to their investment strategies to withstand competition Charting the path to the new normal: assessing Head of Credit Investments, PSP Investments from corporate buyers? the evolution of the private credit landscape Christopher Mikosh - Portfolio Manager, Co-Founder, 09:25 - 10:10 Participants Tor Investment Management Private Credit: Day One Moderator: Kelly DePonte - Managing Director, Probitas Partners Assessing the impact of the pandemic on private Fundraising snapshot credit – when and how will fundamentals start feeding Rasmus Molander - Partner, Adelis Equity Partners through? How are expectations changing across 10:45 - 11:05 Pieter van der Meer - Managing Partner, Gilde allocation and deployment? How have deals been Healthcare and Life Sciences: Day One Healthcare priced under COVID-19 circumstances, and what How much money did fund managers managed to structures are proving most successful? What are the Alan MacKay - Managing Partner and Co-founder, GHO raise under the pressure of pandemic? What sectors short- and long-term implications of the pandemic and Capital have experienced the most capital flow? Explaining a how are they influencing the outlook for the asset Puncham Mukim - Managing Director, Everstone drop in capital deployment in 2020 and exploring the class as we enter the next economic cycle? Capital exit environment. Looking across all European markets Participants and asset classes, including private equity, venture capital, and private credit Moderator: Marcel Schindler - Partner, CEO StepStone Private Debt, StepStone Group Participants
Panellists: Robin Doumar - Managing Partner, Park David Lowery - Head of Research Insights, Preqin Square Capital
Blair Jacobson - Partner, Co-Head of European Credit, Ares Management LLC Dedicated networking time
Greg Racz - President, MGG Investment Group 10:50 - 11:30 Private Credit: Day One Peter Glaser - Head of European Direct Lending, Alcentra Limited Dedicated networking time
Chair’s opening remarks 11:05 - 11:35 Healthcare and Life Sciences: Day One 09:30 - 09:35 Healthcare and Life Sciences: Day One Participants Answering the difficult questions in private debt Felice Verduyn-van Weegen - Investment Manager, Life Sciences Partners 11:30 - 11:50 Private Credit: Day One Participants
Anthony Fobel - CEO, Arcmont Asset Management
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY TWO - 02/03/2021 GMT (Greenwich Mean Time)
Pharma: Part 1 Pharma: Part 2 LP-only discussion group: Creating a diversified private credit portfolio as the asset 11:35 - 12:10 12:15 - 13:00 Healthcare and Life Sciences: Day One Healthcare and Life Sciences: Day One class matures 13:25 - 14:10 Bridging the gap between venture capital funding and Therapeutics and Diagnostic services in the spotlight. Private Credit: LP-only an IPO. How do you prevent expensive, late-stage Evaluating the amount of dry powder available for development from stalling? Eliminating discrepancy deploying. Have buyers' and sellers' pricing This exclusive discussion group is only open to pre- between the relatively short-term investment period of expectations around valuations beginning to align? registered development finance institutions, PE and the notoriously long drug development How risky is it to invest in Biotech? Exploring cross- endowments, foundations, insurance companies, timelines within pharma: what are the best tactics? over investing by the biotech hedge and mutual funds. pension funds and sovereign wealth funds, subject to The rise of R&D outsourcing in pharmaceutical Dealing with the mismatch between the investment qualification. industry. Spotlight on the manufacturing of vaccines cycle and the development cycle: does VC have an and antivirals, and how some nations have fuelled R&D advantage over PE? Evaluating the opportunities for To apply please contact Savannah Charles and production through government investments. investing in contract research and manufacturing. The at [email protected] Personalised medicine and how genomics are cutting edge of cell and gene therapies transforming cancer care. Participants Participants Participants Discussion leader:: Francesco Battazzi - Head of Moderator: Ben Challgren - Vice President, Top Tier Diversified Debt undF Investments, European Moderator: Dirk Kersten - General Partner, Forbion Capital Partners Investment Fund – EIF Tim Haines - Chairman & Managing Partner, Francesco De Rubertis - Co-founder & Partner, Medicxi Abingworth LLP Arthur Franken - General Partner, Gilde Healthcare Getting on top of regulations Felice Verduyn-van Weegen - Investment Manager, Joe Anderson - Partner, Sofinnova Partners Life Sciences Partners 13:30 - 13:50 Healthcare and Life Sciences: Day One Mårten Steen - Partner, HealthCap Comparing and contrasting performance The Biden Administration’s Healthcare agenda and across fund strategies appointments and their impact on the Pharmaceutical LP allocations to private credit: have investors and Device industries found a new safe haven? 12:45 - 13:25 Private Credit: Day One Participants 11:55 - 12:40 Private Credit: Day One 3 case studies – 30 mins Jack Kalavritinos - Senior Director, APCO Worldwide
How have investors managed to continue ramping up Q&A – 10 mins their portfolios in the context of the pandemic? What Chair’s opening remarks is important for LPs – how has their allocation A series of three case studies providing a unique changed for private credit vs private equity vs public insight into the life cycle of a deal, covering origination, 13:45 - 13:50 markets? Has private credit performance met replication of discussion held during investment Private Credit: Day One committee meeting all the way to monitoring of the expectations and what does that spell out for future Participants commitments to the asset class? Strategies and transaction. The case studies will cover various structures - where are the sweet spots for LPs in a strategies e.g. unitranche vs special situations debt Afternoon chair:: Fred Nada - Partner, Arcmont Asset post-pandemic world? and sponsored vs sponsorless ownership. Management
Participants Participants
Moderator: James Newsome - Managing Partner, Fabian Chrobog - Founder and CIO, North Wall Capital Arbour Partners Henrik Bjerklin - Managing Director, Proventus Capital Panellists: Sebastian Schroff - Global Head of Private Partners Debt, Allianz Investment Management SE Bertram Schütz - Partner - Head of DACH region, Brandon Laughren - Chief Investment Officer, The CAPZA Laughren Group
Filippo Casagrande - Head of Insurance Portfolios Dedicated networking time Investment Strategy - Group Investments , Assets & Wealth Management, Assicurazioni Generali 13:00 - 13:30 Healthcare and Life Sciences: Day One
Dedicated networking time
13:25 - 13:45 Private Credit: Day One
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY TWO - 02/03/2021 GMT (Greenwich Mean Time)
Medical Devices, equipment and products Healthcare services: Part 1 Structured Credit: Post-Covid Opportunities
13:55 - 14:35 14:40 - 15:20 15:15 - 16:00 Healthcare and Life Sciences: Day One Healthcare and Life Sciences: Day One Private Credit: Day One
Understanding the competitive landscape and What does the future of private equity investment in What’s the play - bank deleveraging 2.0: asset identifying unmet clinical needs. Discovering emerging healthcare look like? What structural changes are disposals and capital optimisation, private capital for device technologies and key trends. Best advice on required post- COVID-19 to create opportunity for PE to mezzanine finance, securitisation has a ek y role: achieving high margins, good growth metrics and help their businesses emerge strongly? How have the SMEs, NPLs, loan warehousing. How is it different this capitalising on the opportunities in this sector. investment strategies changed in the last year and time - demand side / supply side, regulation, EU funds Understanding the dynamics of the industry, the what can, and should healthcare systems do to for SME recovery? How is it the same – scale, multiple positioning and value creation potential of specific prepare for future pandemics? jurisdictions, credit risk quality. Why is structured assets, and the implications of recent events. Best credit compelling and additive to an LP’s portfolio - practices in contract manufacturing of medical Examining the current market conditions, and how can better alignment of interests, structural enhancement, devices PE play a part? Agreeing on sustainable valuations for returns above corporate credit, direct lending, the services and businesses that experienced a Improves profile with better metrics. Participants significant drop during lockdowns Participants Moderator: Antoine Papiernik - Managing Partner & Participants Chairman, Sofinnova Partners Moderator: Joe Abrams - European Head of Private Moderator: Laurent Ganem - Founder and CEO, G Debt, Mercer Rainer Strohmenger - Managing Partner, Wellington Square Healthcare Private Equity LLP Partners Panellists: Dean Atkins - Managing Director, Kevin Ryan - Partner, Ares Management Investment Management, Europe, 400 Capital Hooman Hakami - Co-Founder, Forte Health Advisors Marc Benatar - Partner, Apax Partners Pablo Sanchez Gonzalez - Head of Securitisations Alessandro Petraccia - Partner, Progressio SGR S.p.A. Jasper van Gorp - Managing Partner, Gilde Healthcare Southern Europe, European Investment Fund Alexander Schmitz - Partner, Endeavour Vision Henry Elphick - Deputy Chair, European Healthcare Gilles Marchesin - Principal, Chief Executive Officer, Private Equity Association Chorus Capital Management Limited Redefining elativr e value
13:55 - 14:35 Direct lending: are the rules changing? Dedicated networking time Private Credit: Day One 14:40 - 15:10 15:20 - 15:50 How has the definition of risk adjusted returns Private Credit: Day One Healthcare and Life Sciences: Day One changed over the past 12 months? Performing vs distressed, mid-market vs large cap vs small cap, Origination and volume – how are senior direct lenders Southern vs Norther Europe vs US vs UK - what approaching the market? Have they channelled their LP only discussion group idiosyncratic risks and return components have energies into specific sectors? How are they 15:20 - 15:50 emerged across different strategies, assets and responding to the banks’ retrenchment and how do Healthcare and Life Sciences: LP-only regions? Where can investors find aluev in a dislocated they envision their role in the market going forward? How have direct lenders changed their investment market? What makes Healthcare and Life Sciences so practices in response to the new insights gained and attractive to institutional investors? LPs on asset class Performing vs distressed risks faced? Have they changed their view on certain allocation, portfolio construction and manager credits and are there any new requirements they are selection, governance and risk management, Does size matter looking for when conducting due diligence? organizational design and decision making Regional comparison Participants This exclusive discussion group is only open to pre- Participants Moderator: Abhik Das - Managing Director, Head of registered development finance institutions, Private Debt, Golding Capital Partners endowments, foundations, insurance companies, Theodore Koenig - President & CEO, Monroe Capital pension funds and sovereign wealth funds, subject to Panellists: Tara Moore - Managing Director, Head of qualification Andrea Pescatori - Managing Partner, Ver Capital SGR European Originations, Golub Capital To apply please contact Savannah Charles at Rohit Dhote - Managing Director, Bridgepoint Credit Luis Mayans - Partner and Deputy Head, Private Debt, [email protected] In conversation with:: Gabriella Kindert - Non CDPQ Executive Director, Expert in Alternative Lending, Karen Halliday - Partner, Varagon Capital Partners Participants Mizuho Europe Jocelyn Lewis - Executive Director, Private Debt Discussion leaders:: Tobias Winter - Co-Head, UNIQA Strategy, Financial Services, IHS Markit Health Invest
Stefan Fällgren - Senior Investment Manager - Private Equity, Skandia Mutual Life Insurance Company
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY TWO - 02/03/2021 GMT (Greenwich Mean Time)
Healthcare services: Part 2 Defining the new opportunity set: fundraising and deployment into 2021 15:50 - 16:30 Healthcare and Life Sciences: Day One 17:05 - 17:35 Private Credit: Day One How do we see the medical diagnostics industry evolving over the next 10 years? Evaluating the Participants opportunities for social care investments. Analysing David Lowery - Head of Research Insights, Preqin the role of VC and growth investing in Healthcare space. Debt vs. Equity financing: has there been a shift, and what is today’s preference? What is the current exit environment? The emergence of new Chair’s closing remarks and end of buyer groups and its effect on deal sourcing SuperReturn Private Credit Europe Day 1
Participants 17:40 - 17:45 Private Credit: Day One Moderator: Sam Gray - Managing Partner, Apposite Capital
Christian Dubé - Partner, August Equity
Jeffrey Jay - Senior Managing Director, Great Point Partners
Liz Jones - Partner, Livingbridge
Dedicated networking time
16:00 - 16:30 Private Credit: Day One
Chair’s closing remarks & the end of Day One
16:30 - 16:35 Healthcare and Life Sciences: Day One Participants
Charles Boorady - Founding Managing Director, Health Catalyst Capital Management LLC
Distressed, stressed and special situations: timing the next window of opportunity
16:30 - 17:00 Private Credit: Day One
How did the distressed cycle manifest itself in the context of the government support programmes? Did activity and performance results match expectations? Is the roll out of government schemes going to bring about a new wave of distressed opportunities, and how can GPs and LPs position themselves to take advantage of the next window?
Participants
Moderator: Greg Myers - Global Segment Head – Debt & Capital Markets, Alter Domus
Panellists: Reji Vettasseri - Lead Portfolio Manager - Private Markets, DECALIA Group
Ian Jackson - Managing Director, Fund Head – Carlyle Strategic Partners, The Carlyle Group
Jason New - Co-CEO and Head of Opportunistic Credit, Onex Credit
Steven Heanly - Senior Portfolio Manager, Head of Research Europe, Cross Ocean Partners
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SCHEDULE 1 - 5 March 2021 Virtual Event DAY TWO - 02/03/2021 GMT (Greenwich Mean Time)
TIME HEALTHCARE AND LIFE SCIENCES: DAY ONE HEALTHCARE AND LIFE SCIENCES: LP-ONLY PRIVATE CREDIT: DAY ONE PRIVATE CREDIT: LP-ONLY
08:00 08:50 - Chair’s opening remarks
09:00 09:30 - Chair’s opening remarks 09:00 - One year into the crisis: private credit performance review 09:40 - The urgent need to grasp the huge op- portunities of Life Sciences sector provoked by 09:25 - Charting the path to the new normal: as- the COVID crisis sessing the evolution of the private credit land- scape
10:00 10:05 - The return to “the new normal” 10:15 - Where there’s risk, there’s opportunity: how are GPs boosting portfolio performance 10:45 - Fundraising snapshot and planning for the future? 10:50 - Dedicated networking time
11:00 11:05 - Dedicated networking time 11:30 - Answering the difficult questions in pri- vate debt 11:35 - Pharma: Part 1 11:55 - LP allocations to private credit: have in- vestors found a new safe haven?
12:00 12:15 - Pharma: Part 2 12:45 - Comparing and contrasting perfor- mance across fund strategies
13:00 13:00 - Dedicated networking time 13:25 - Dedicated networking time 13:25 - LP-only discussion group: Creating a di- versified private credit portfolio as the asset 13:30 - Getting on top of regulations 13:45 - Chair’s opening remarks class matures 13:55 - Medical Devices, equipment and prod- 13:55 - Redefining elativr e value ucts
14:00 14:40 - Healthcare services: Part 1 14:40 - Direct lending: are the rules changing?
15:00 15:20 - Dedicated networking time 15:20 - LP only discussion group 15:15 - Structured Credit: Post-Covid Opportuni- ties 15:50 - Healthcare services: Part 2
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SCHEDULE 1 - 5 March 2021 Virtual Event DAY TWO - 02/03/2021 GMT (Greenwich Mean Time)
TIME HEALTHCARE AND LIFE SCIENCES: DAY ONE HEALTHCARE AND LIFE SCIENCES: LP-ONLY PRIVATE CREDIT: DAY ONE PRIVATE CREDIT: LP-ONLY
16:00 16:30 - Chair’s closing remarks & the end of Day 16:00 - Dedicated networking time One 16:30 - Distressed, stressed and special situa- tions: timing the next window of opportunity
17:00 17:05 - Defining the new opportunity set: fundraising and deployment into 2021 17:40 - Chair’s closing remarks and end of Su- perReturn Private Credit Europe Day 1
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY THREE - 03/03/2021 GMT (Greenwich Mean Time)
Chair’s opening remarks Drug and medical device discovery and Regenerative medicine commercialization 09:30 - 09:35 10:50 - 11:15 Healthcare and Life Sciences: Day Two 10:15 - 10:45 Healthcare and Life Sciences: Day Two Healthcare and Life Sciences: Day Two Participants Examining potential funding models to support the development of regenerative medicine therapies. Karin Kleinhans - Investment Manager, Life Sciences Understanding the legal framework around the Special focus on filling the funding gap. What are the Partners development, testing and sale of new medicines and medical devices. Exploring the current model for key market drivers and how can PE and VC help financing drug development: from concept through accelerate pathways for advanced therapy medicinal approval. What are the key challenges to be aware of products (ATMPs)? Chair’s opening remarks and what is the pay-off? Early-stage vs. late-stage 09:30 - 09:35 development: when to invest? Company creation Participants Private Credit: Day Two strategies for early-stage drug discovery. Opportunities Pierre Socha - Partner, Amadeus Capital Partners to improve the financial landscape In conversation with: Jason Foster - CEO, Ori Biotech Present and future Participants Moderator: Manoj Sahasrabudhe - Managing Partner, 09:40 - 10:10 Medi-Tech Insights Dedicated networking time Healthcare and Life Sciences: Day Two Rainer Strohmenger - Managing Partner, Wellington 11:15 - 11:45 The summary of key factors healthcare investment Partners Healthcare and Life Sciences: Day Two leaders should consider meeting patient needs and transform the healthcare experience. What are some Dirk Kersten - General Partner, Forbion of the most important trends shaping the industry? Aman Kumar - Co-Portfolio Manager, Oaktree Capital ESG and impact investment: time to walk the What is the next big thing? Exploring sub-sectors that walk? look most promising from the investment standpoint. Where are the next big opportunities for investors? 11:15 - 12:00 Asset-backed lending in private markets: an Private Credit: Day Two Participants underestimated strategy? How are GPs and LPs preparing for the wave of ESG 10:15 - 10:45 Moderator: Hekla Arnardottir - General Partner, regulations coming into force across Europe? How are Private Credit: Day Two Crowberry Capital ESG policies being implemented as part of the Christian Weiß - Managing Partner, heal.capital What are the drivers for the increasing demand for investment decision process? What are LPs Management GmbH asset-backed lending – performance, protection, demanding from GPs when it comes to ESG? How can price? When and why do LPs choose asset-backed fund managers work with portfolio companies to Anja Bickelmaier - Co-Head of Healthcare, Triton finance ot other strategies? Is Europe’s asset-backed improve ESG metrics? How can social impact be Partners lending market lagging behind the US and what measured in the context of private credit and what are Sam Gray - Managing Partner, Apposite Capital lessons can investors and managers learn from the KPIs? How to incorporate ESG and impact to boost across the pond? Asset-light – growing in popularity, performance and help achieve the coveted double but are the margins becoming too tight for LPs? bottom line? The proliferation of niche and specialty Participants finance: taking advantage of the market Participants dislocation Peter Plaut - Executive Director, Wimmer Financial LLP Moderator: Lorelei Graye - Founder and President, Adopting Data Standards Initiative 09:40 - 10:10 In conversation with:: Patrick Stutz - CIO, Bayshore Panellists: Maarten Biermans - Head Sustainable Private Credit: Day Two Capital Markets, Rabobank What kind of returns are being realised across niche Benjamin Fanger - Managing Partner, ShoreVest Partners Phil Davis - Director of ESG, Helios Investment and specialty strategies? What are LPs targeting in Partners terms of returns and diversification when looking at these strategies? What are the risks associated with Rashad Kaldany - Chief Investment Officer, BlueOrange niche and specialty finance and does the attached risk Dedicated networking time Sustainable Capital premium make sense to investors? How big is the 10:45 - 11:15 Aurélie Hariton-Fardad - Director, MetLife Investments opportunity across niche and specialty finance? What Private Credit: Day Two are the strategies contending to become a big as direct lending – litigation, asset-backed, microfinance to SMEs?
Participants
Moderator: Matthias Unser - Managing Director, YIELCO Investments AG
Panellists: Lindsey McMurray - Managing Partner, Pollen Street Capital
You-Ha Hyun - Investment Director, Perpetual Investors
Eduardo D’Alessandro - Co-head of Investment Teams, Europe & Partner, Castlelake, L.P.
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY THREE - 03/03/2021 GMT (Greenwich Mean Time)
Digital therapeutics and digital drugs The good, the bad and the ugly of fundraising Secondaries: a new pool of opportunities as we in COVID times head into another year of dislocations 11:45 - 12:20 Healthcare and Life Sciences: Day Two 12:25 - 13:00 13:15 - 13:55 Healthcare and Life Sciences: Day Two Private Credit: Day Two Analysing the potential and controversy surrounding digital therapy. What lies ahead for this fast-moving Frustrations, failures, but ultimately one of the most Assessing deal volumes and drivers in the secondaries sector? Can we expect digital blockbusters in the new successful operations in the history of the firm – liquidity needs, portfolio adjustments, GP-led space of digital therapeutics and digital drugs? restructurings? What is the evidence of the growth in Reimbursement, value, and business models: who will Participants the market? How much demand are GP-led private end up paying? credit secondaries going to generate? What are the Bommy Lee - Head of Communications, Sofinnova opportunities GPs and LPs can access in the Partners Participants secondaries space? Moderator: Regina Hodits - Managing Partner, Cedric Moreau - Partner, Sofinnova Partners Participants Wellington Partners Antoine Papiernik - Managing Partner & Chairman, Moderator: Damon Krytzer - Managing Director, Baudouin Hue - Partner, Karista Sofinnova Partners Probitas Partners Markus Müschenich - Managing Partner, Panellists: Jeff Hammer - Senior Managing Director Eternity.Health Dedicated networking time and Global Co-Head of Secondaries, Manulife Janke Dittmer - General Partner, Gilde Healthcare 12:45 - 13:15 Investment Management Private Credit: Day Two Toni Vainio - Partner, Pantheon Ventures Governments vs banks vs private credit Olga Kosters - Head of Private Debt Secondaries, Tikehau Capital managers: the evolving dynamics of Connections: Considerations for investing in a competition and market share low interest rates environment
12:05 - 12:45 12:45 - 13:30 Technological innovation Private Credit: Day Two Private Credit: Connections 13:30 - 14:05 How are fund managers dealing with government This informal session brings LPs and GPs together in a Healthcare and Life Sciences: Day Two competition in the private credit space? How has closed setting to network and discuss the latest Exploring how technology is addressing rising costs, regulatory capital relief impacted deal flow and how concerns facing GP structures and ownership. Run changing demographics, evolving regulations, and will government sponsored deals be refinanced in the under the Chatham House Rule and open to 24 pre- industry consolidation with digital solutions that future? Is the banks’ role evolving again - how has registered LP and GP attendees. For GP registrations increase efficiency, mitigate risk, and enhance COVID-19 impacted their lending approach, please email [email protected]. For LP customer satisfaction. The latest in nanomedicine, IoT, underwriting, credit analysis, selection process? Are registrations please email AI and virtual healthcare. What are some of the most they further retrenching, and what opportunities does [email protected]. this bring for institutional pools of capital? Has promising technological innovations to invest in? COVID-19 accelerated the structural change of the Participants past few years and helped private credit managers Participants Discussion leader:: Brett Hickey - Founder & CEO, Star gain market share? Moderator: Michael Wieczorek - Partner, Elm Capital Mountain Capital François Robinet - Managing Partner, AXA Venture Partners (AVP)
Dedicated networking time Michael Cole - Managing Partner, Global Neurohealth 13:00 - 13:30 Ventures Healthcare and Life Sciences: Day Two Alex Slack - Chief Investment Officer, Lauxera Capital Participants Partners The governmental investor view:: Alexander Thees - Co-CEO, Senior Managing Director, KfW Capital
The bank view:: Dirk Holz - Director, Head of Private Capital Services Product, RBC Investor & Treasury Services
The private credit view:: Zachary Lewy - CEO and CIO of Fund Management, Managing Principal, AGGCM, Arrow Global
In conversation with:: Gabriella Kindert - Non Executive Director, Expert in Alternative Lending, Mizuho Europe
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY THREE - 03/03/2021 GMT (Greenwich Mean Time)
The new risk metrics: how are GPs and LPs Strategies for the next interest rate and Veteran LPs and GPs in private credit protecting their positions? economic cycles 15:35 - 16:15 14:00 - 14:30 15:00 - 15:30 Private Credit: Day Two Private Credit: Day Two Private Credit: Day Two Comparing and contrasting the lessons learnt from the How has COVID-19 redefined risk parameters in Professor Kroszner will provide insights into 2008/9 and 2020 crises. What behaviours and private credit? What risks are on GPs’ and LPs’ minds extraordinary central bank actions and the ongoing strategies prove resilient in times of crisis? a year into the pandemic? What specific actions are policy responses to counter the impact of COVID-19. Fundraising and due diligence – how is the pandemic they taking, and what are some of the assumptions He will take your questions and discuss what’s next for changing the landscape and what does the future hold that underpin these decisions - adjusting underwriting global financial markets and interest rates, as policy for LP/GP relations? 2020 and 2021 vintages – what parameters, becoming stricter on covenants? How makers gear up to face the next wave of economic and are the expectations? have LPs changed their allocation strategies with health challenges. regards to types of funds and strategies? The LP view Participants Participants The GP view Randall S. Kroszner - Deputy Dean and Professor, Moderator: Jens Ernberg - Managing Director and Co- Former Governor of the US Federal Reserve System, Participants Head Private Credit, Capital Dynamics University of Chicago Booth School of Business Frank Meijer - European Head of Alternative Fixed Panellists: Brian McCarthy - Head of Yield Income, Aegon Asset Management Enhancement, Fixed Income, Ampega Asset Marco Natoli - Head of Lower Mid Market - Northern, Management Emerging trends and final thoughts Western and Southern Europe, European Investment Tuomo Hietaniemi - Portfolio Manager, Elo Mutual 15:15 - 15:45 Fund Pension Insurance Company Healthcare and Life Sciences: Day Two Paul Shea - Managing Partner, Beechbrook Capital Anthony Robertson - CIO, Strategic Value Credit, Exploring some of the key emerging trends in buy and In conversation with:: James Newsome - Managing Cheyne Capital build models of investment. Opportunities of PE Partner, Arbour Partners investment in generic pharmaceuticals. The future of Digital health – what to expect. What advice can Peter Plaut - Executive Director, Wimmer Financial LLP Healthcare IT seasoned GPs and LPs give to the new market entrants? 14:10 - 14:45 Connections: The pressure is on Healthcare and Life Sciences: Day Two Participants 15:50 - 16:30 What is attracting PE to this lucrative sector? Moderator: Janke Dittmer - General Partner, Gilde Healthcare and Life Sciences: Connections Examining opportunities and latest advances in in Healthcare Healthcare IT. Addressing security and privacy From deal sourcing, value creation and risk Christoph Kausch - Managing Partner, MTIP AG concerns surrounding cloud based medical records management to economic uncertainty and regulatory and dangers of hacking IT-powered implantable Ulrich Grabenwarter - Head of Private Equity, European constraints: what is keeping dealmakers up at night? devices. Health data, privacy and monetization. Investment Fund Addressing the issues associated with using health LP/GP discussion group run under the Chatham Henry Gladwyn - Principal, OMERS Ventures data and health outcomes to drive reimbursement and House Rule. Open to 22 pre-registered LP and GP price insurance attendees. For GP registrations please email [email protected] For LP Participants registrations please email [email protected]
Moderator: Charles Boorady - Founding Managing Participants Director, Health Catalyst Capital Management LLC Discussion leaders:: Charles Boorady - Founding Shane Chesson - Partner, Openspace Ventures Managing Director, Health Catalyst Capital Alexander Frolov - General Partner and CEO, Target Management LLC Global Sander Slootweg - Managing Partner, Forbion Jean-Marc Patouillaud - Co-Managing Partner, Partech Partners Chair’s closing remarks and end of SuperReturn Private Credit Europe 2021 Dedicated networking time 16:20 - 16:25 14:30 - 15:00 Private Credit: Day Two Private Credit: Day Two
Chair’s closing remarks & the end of Summit Dedicated networking time 16:30 - 16:35 14:45 - 15:15 Healthcare and Life Sciences: Day Two Healthcare and Life Sciences: Day Two Participants
Kelly DePonte - Managing Director, Probitas Partners
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SCHEDULE 1 - 5 March 2021 Virtual Event DAY THREE - 03/03/2021 GMT (Greenwich Mean Time)
TIME HEALTHCARE AND LIFE SCIENCES: CONNECTIONS HEALTHCARE AND LIFE SCIENCES: DAY TWO PRIVATE CREDIT: CONNECTIONS PRIVATE CREDIT: DAY TWO
09:00 09:30 - Chair’s opening remarks 09:30 - Chair’s opening remarks 09:40 - Present and future 09:40 - The proliferation of niche and specialty finance: taking advantage of the market dislo- cation
10:00 10:15 - Drug and medical device discovery and 10:15 - Asset-backed lending in private mar- commercialization kets: an underestimated strategy? 10:50 - Regenerative medicine 10:45 - Dedicated networking time
11:00 11:15 - Dedicated networking time 11:15 - ESG and impact investment: time to walk the walk? 11:45 - Digital therapeutics and digital drugs
12:00 12:25 - The good, the bad and the ugly of 12:45 - Connections: Considerations for invest- 12:05 - Governments vs banks vs private credit fundraising in COVID times ing in a low interest rates environment managers: the evolving dynamics of competi- tion and market share 12:45 - Dedicated networking time
13:00 13:00 - Dedicated networking time 13:15 - Secondaries: a new pool of opportuni- ties as we head into another year of disloca- 13:30 - Technological innovation tions
14:00 14:10 - Healthcare IT 14:00 - The new risk metrics: how are GPs and LPs protecting their positions? 14:45 - Dedicated networking time 14:30 - Dedicated networking time
15:00 15:50 - Connections: The pressure is on 15:15 - Emerging trends and final thoughts 15:00 - Strategies for the next interest rate and economic cycles 15:35 - Veteran LPs and GPs in private credit
16:00 16:30 - Chair’s closing remarks & the end of 16:20 - Chair’s closing remarks and end of Su- Summit perReturn Private Credit Europe 2021
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY FOUR - 04/03/2021 GMT (Greenwich Mean Time)
Chair’s opening remarks Evolution or revolution? The impact of GP-led The rise, brief fall and rise of LP transactions: transactions on deal-making in the M&A and what to expect in 2021 09:30 - 09:40 secondary markets Secondaries 10:50 - 11:20 Secondaries Participants 10:15 - 10:45 Secondaries Carlo Pirzio-Biroli - Managing Partner & CEO, LP-led secondaries: still the core of the secondaries Glendower Capital Predicting the future of GP-led deals as the market? Examining different LP allocation models - coronavirus pandemic pushes more buyout groups to where is the greatest/least demand and how is find ways to hold on to good assets and provide alignment on pricing being achieved? Chair’s opening remarks liquidity to LPs. What are implications for bankers and the co-investment market? Do M&A bankers need to Participants 09:30 - 09:35 develop new skills on how to source GP led deals? Moderator: Bernhard Engelien - Managing Director, Co- Renewables Head of European Capital Advisory, Greenhill & Co. Participants International LLP Moderator: Francesca Paveri Fontana - Managing Panellists: Dushy Sivanithy - Managing Director, Head What is the secondary market today? Did Director, Private Capital Advisory Group, Evercore of Secondaries, CPPIB anyone see it coming? Panellists: Nicolas Schellenberg - Managing Director, Cari Lodge - Managing Director, Commonfund Capital 09:40 - 10:10 Cambridge Associates Secondaries Carlo Pirzio-Biroli - Managing Partner & CEO, J.David Enriquez - Head of Private Equity, New York Glendower Capital A walk along memory lane to the present– how the City Retirement Systems Oliver Gardey - Head of Private Equity Fund secondary market got to where it is today Patrick Knechtli - Head of Secondaries, Aberdeen Investments, ICG Enterprise Trust Standard Investments Participants Matt Jones - Partner, Co-Head of Global Secondaries, Nigel Dawn - Senior Managing Director, Global Head of Pantheon Developments in distributed assets and the Private Capital Advisory, Evercore intersection with sustainability and climate risk Interviewed by: Jeff Hammer - Senior Managing Director and Global Co-Head of Secondaries, Manulife Keynote interview: Renewable energy in Europe 10:50 - 11:20 Renewables Investment Management – a sector at an inflection point
10:15 - 10:45 Examining opportunities in rooftop solar, waste to Renewables energy systems, waste water treatment. Is there a Renewables: busting the boundaries of demand/supply imbalance for renewable operating infrastructure as interest in carbon-neutral and Over the last 15 years renewables have moved from assets? Are current return expectations realistic? sustainable investing grows? the fringes to the centre of Europe’s power generation Where do investors expect opportunities in the next 5 mix. Impax believes Europe is leading the way in terms years? Discussing the impact of climate transition. 09:40 - 10:10 of renewables growth and is transitioning fastest How can managers show their investors that Renewables amongst its regional counterparts. Further, emerging transformation is working? How are returns being affected by capital flooding into related sectors offer diversification benefits and a Participants traditional infrastructure areas such as wind and solar range of investment opportunities. However, while the power? How will behavioural changes caused by investment opportunity is larger, wider and better Moderator: Eugene Zhuchenko - Founder, ETORE COVID-19 impact demand? proven than in the past, new energy infrastructure in Advisory Europe remains a complex sector from which to Participants extract value. Panellists: Jason Zibarras - Founding Partner, Argo Infrastructure Partners Moderator: Verena Kempe - Head of Investment Participants Bernd Kreuter - Managing Partner & Co-Founder, Management, KENFO Daniel von Preyss - Executive Director, Head of Private Palladio Partners Panellists: Minesh Mashru - Co-Head of Infrastructure, Equity/Infrastructure, Impax Asset Management Natalie Adomait - Senior Vice President, Brookfield Real Assets Investment Group, Cambridge Associates Interviewed by: Tavneet Bakshi - Partner & Head of Barbara Weber - Founding Partner, B Capital Partners Karl Smith - Managing Director, Macquarie Group EMEA, First Avenue Isela Bahena - Managing Director, Private Werner von Guionneau - Chief Executive Officer, Infrastructure, Nuveen Real Assets and Infrastructure InfraRed Capital Partners
Dedicated networking time
11:20 - 11:50 Secondaries
Dedicated networking time
11:20 - 11:50 Renewables
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY FOUR - 04/03/2021 GMT (Greenwich Mean Time)
Culture conflict? The very real differences Beyond COVID: a framework for resilience in Connections: GP-Led Deals between European and North American secondary investing 13:00 - 14:00 secondary transactions, both GP-led and LP- 12:25 - 13:00 Secondaries: Connections led transactions Secondaries This informal session brings LPs and GPs together in a 11:50 - 12:20 Constructing a portfolio to perform well in both closed setting to network and discuss the latest Secondaries economic downturns and subsequent periods of concerns facing GP structures and ownership. Run under the Chatham House Rule and open to 24 pre- Is the strategy gaining traction or will banks and debt outperformance registered LP and GP attendees. For GP registrations funds prevail in offering an alternative source of equity please email [email protected]. For financing ot bridge funding challenges? Participants LP registrations please email Moderator: Mark McDonald - Global Head, DWS [email protected]. Participants Private Equity
Moderator: Philippe Ferneini - Managing Director, Panellists: Valérie Handal - Managing Director, Participants StepStone Group HarbourVest Partners Discussion leaders:: J.David Enriquez - Head of Panellists: Immanuel Rubin - Partner, Campbell Paul Newsome - Partner, Head of Investment Private Equity, New York City Retirement Systems Lutyens Solutions, Unigestion Matt Jones - Partner, Co-Head of Global Secondaries, Johanna Lottmann - Managing Director, PJT Park Hill Vladimir Balchev - Director, Hayfin Capital Pantheon Steve Nicholls - Partner & CIO, Hollyport Capital Management LLP Pinal Nicum - Partner, Adams Street Partners Nik Morandi - Managing Director, Strategic Partners, Dedicated networking time Blackstone 13:00 - 13:30 European renewables: country-focused versus Renewables Traditional renewables: are returns pan-European strategies compressing? 12:25 - 13:00 Everything you always wanted to ask about Renewables 11:50 - 12:20 secondaries but were afraid to ask! Renewables Comparing generalist sector-focused funds with more 13:30 - 14:00 How to make renewable energy generation an specialist regional vehicles. Which subsectors have Secondaries investable market in the context of low energy prices: developed the most and in which geographies? What’s in store for the secondaries market in 2021? What role will renewables funds play in the future Participants energy landscape? What is the demand for renewables Participants Moderator: Joana Castro - Principal, Unigestion as prices and returns drop, who is creating value and Moderator: Marco Wulff - Managing Partner & Co- where are the best opportunities? Panellists: Jessica Otte - Director, StepStone Group Founder, Montana Capital Partners Carl-Emil Lindholm - Director, Country Lead - Sweden, Participants Panellists: Laura Shen - Partner & Co-Founder, Infranode Headway Capital Partners Moderator: Alex O'Cinneide - Founder & CEO, Gore Laurence Monnier - Head of Quantitative Research, Street Capital Neal Costello - Managing Director, AlpInvest Partners Real Assets, Aviva Investors Panellists: Diego Jimenez - Principal, HarbourVest Pablo Caló - Managing Partner, Fairview Capital Group Partners
Petar Atanasov - Vice President, BAC Securities Dedicated networking time Global investment themes driven by the energy Rosheen McGuckian - CEO, NTR 13:00 - 13:30 Secondaries transition Shane Swords - Managing Director, Head of Investor 13:30 - 14:00 Relations, NextEnergy Capital Renewables Participants
Pooja Goyal - Partner, Co-Head of Infrastructure, The Carlyle Group
Interviewed by: Brian Eckhouse - Energy Reporter, Bloomberg News
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY FOUR - 04/03/2021 GMT (Greenwich Mean Time)
The evolving private equity capital structure: What sophisticated LPs want from secondaries Specialist vs. diversified managers – who is what’s pref got to do with it? in 2021: changes from the early days best placed to win at renewables?
14:05 - 14:35 15:05 - 15:35 15:40 - 16:10 Secondaries Secondaries Renewables
What are the benefits of preferred equity? Is the Participants Participants strategy gaining traction or will banks and debt funds Moderator: Paul Sanabria - Global Co-Head of Moderator: Yves Meyer Buelow - Managing Director, prevail in offering an alternative source of equity Secondaries, Private Markets, Manulife Investment Infrastructure Investments, Allianz Capital Partners financing ot bridge funding challenges? Management Panellists: Raj Rao - Partner, Global Infrastructure Participants Panellists: Steve Moseley - Deputy CIO and Head of Partners Private Markets and Alternative Investments, Alaska Moderator: Doug Cruikshank - Head of Fund Financing Lucy Heintz - Partner, Actis Permanent Fund Corporation and Hark Capital, Aberdeen Standard Investments Steen Lønberg Jørgensen - Partner, Copenhagen David Chu - Senior Investment Officer, LACERA Panellists: Robert de Corainville - Partner, 17Capital Infrastructure Partners (CIP)
André Aubert - Partner and Co-head, Secondaries, LGT Harsh Agrawal - Partner, I Squared Capital Capital Partners Private equity strategies in renewables
David F. Philipp - Managing Director, Senior Portfolio 15:05 - 15:35 Chair’s closing remarks & the end of the Manager, Crestline Investors Renewables Secondaries Day 2021 Participants 16:10 - 16:15 Is a renewables fund automatically ESG Moderator: J.David Enriquez - Head of Private Equity, Secondaries friendly? New York City Retirement Systems
14:05 - 14:35 Panellists: Pierre Abadie - Co-Head of the Energy Renewables Transition Practice, Tikehau Capital Renewable debt funds: Who are the new entrants into the debt market? Elena Savostianova - Managing Partner, Ember Do renewables tick the Social and Governance boxes Infrastructure Partners 16:15 - 16:45 as well as the Environmental? The importance of Renewables identifying projects/assets that are beneficial ot Ken Pontarelli - CIO and Head of the Sustainable communities and which emphasise diversity. Investing Group, Goldman Sachs What is the lower for longer interest rate environment impact on renewables? Why wouldn’t you refinance at Participants these low rates? Has COVID 19 increased the risk of Moderator: Nikolas Stone - Manager, ESG Impact, CDC Innovation on display – what’s the next big default in highly leveraged situations? Group “thing” in the secondary market? Participants Panellists: Luigi Pettinicchio - Co-Founder & CEO, 15:40 - 16:10 Asper Investment Management Secondaries Moderator: Jérôme Neyroud - Head of Infrastructure Debt & Deputy CEO, Schroder AIDA, Schroders Alena Antonava - Investment Manager, Long Term Constructing a portfolio to perform well in both Income Fund, RPMI Railpen Panellists: Severin Hiller - Co Head of Infrastructure economic downturns and subsequent periods of Debt, Rivage Investment Scott Mackin - Managing Partner, Denham Capital outperformance Tim Cable - Senior Partner, Vantage Infrastructure Sean Maguire - Managing Director, Private Equity/ Participants Infrastructure, Impax Asset Management Torsten Heidemann - Head of Infrastructure & Energy, Moderator: Nash Waterman - Head of Private Equity Berenberg Secondaries, Morgan Stanley Investment Management
Dedicated networking time Panellists: Yann Robard - Managing Partner, Whitehorse Liquidity Partners Chair’s closing remarks & the end of the 14:35 - 15:05 European Renewables Day 2021 Secondaries Andrew Hawkins - Head of Private Equity Solutions, Intermediate Capital Group 16:50 - 16:55 Renewables Dadong Yan - Portfolio Manager, Alternative Dedicated networking time Investments, MassMutual
14:35 - 15:05 Christophe Nicolas - Managing Director, Secondary Renewables Investments, AlpInvest Partners
Connections: Examining new forms of energy
14:35 - 15:05 Renewables: Connections
This informal session brings LPs and GPs together in a closed setting to network and discuss crisis management. Run under the Chatham House Rule and open to 24 pre-registered LP and GP attendees
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SCHEDULE 1 - 5 March 2021 Virtual Event DAY FOUR - 04/03/2021 GMT (Greenwich Mean Time)
TIME RENEWABLES RENEWABLES: CONNECTIONS SECONDARIES SECONDARIES: CONNECTIONS
09:00 09:30 - Chair’s opening remarks 09:30 - Chair’s opening remarks 09:40 - Renewables: busting the boundaries of 09:40 - What is the secondary market today? infrastructure as interest in carbon-neutral and Did anyone see it coming? sustainable investing grows?
10:00 10:15 - Keynote interview: Renewable energy in 10:15 - Evolution or revolution? The impact of Europe – a sector at an inflection point GP-led transactions on deal-making in the M&A and secondary markets 10:50 - Developments in distributed assets and the intersection with sustainability and climate 10:50 - The rise, brief fall and rise of LP transac- risk tions: what to expect in 2021
11:00 11:20 - Dedicated networking time 11:20 - Dedicated networking time 11:50 - Traditional renewables: are returns com- 11:50 - Culture conflict? The very real differ- pressing? ences between European and North American secondary transactions, both GP-led and LP-led transactions
12:00 12:25 - European renewables: country-focused 12:25 - Beyond COVID: a framework for re- versus pan-European strategies silience in secondary investing
13:00 13:00 - Dedicated networking time 13:00 - Dedicated networking time 13:00 - Connections: GP-Led Deals 13:30 - Global investment themes driven by the 13:30 - Everything you always wanted to ask energy transition about secondaries but were afraid to ask!
14:00 14:05 - Is a renewables fund automatically ESG 14:35 - Connections: Examining new forms of 14:05 - The evolving private equity capital struc- friendly? energy ture: what’s pref got to do with it? 14:35 - Dedicated networking time 14:35 - Dedicated networking time
15:00 15:05 - Private equity strategies in renewables 15:05 - What sophisticated LPs want from sec- ondaries in 2021: changes from the early days 15:40 - Specialist vs. diversified managers – who is best placed to win at renewables? 15:40 - Innovation on display – what’s the next big “thing” in the secondary market?
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SCHEDULE 1 - 5 March 2021 Virtual Event DAY FOUR - 04/03/2021 GMT (Greenwich Mean Time)
TIME RENEWABLES RENEWABLES: CONNECTIONS SECONDARIES SECONDARIES: CONNECTIONS
16:00 16:15 - Renewable debt funds: Who are the new 16:10 - Chair’s closing remarks & the end of the entrants into the debt market? Secondaries Day 2021 16:50 - Chair’s closing remarks & the end of the European Renewables Day 2021
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY FIVE - 05/03/2021 GMT (Greenwich Mean Time)
Connections: How private equity co- LP ONLY DISCUSSION Connections: Future of Connections: Analysing the impact of investments can accelerate investor returns LP-Led Secondaries COVID-19 on Healthcare and Life Sciences following a crisis investments 11:00 - 12:00 09:00 - 10:00 Connections Day 14:00 - 15:00 Connections Day Connections Day This exclusive discussion group is only open to pre- This informal session brings LPs and GPs together in a registered development finance institutions, How has the pandemic changed the investment closed setting to network and discuss the latest endowments, foundations, insurance companies, landscape in the sector? Identify attractive investment concerns facing GP structures and ownership. Run pension funds and sovereign wealth funds, subject to targets that will benefit in the coming ears.y under the Chatham House Rule and open to 24 pre- qualification. Globalisation of Pharmacovigilance: where are we at? registered LP and GP attendees. For GP registrations COVID-19 as an opportunity to step up international please email [email protected]. For To apply please contact Chloe Elliott collaboration LP registrations please email at [email protected] [email protected]. This informal session brings LPs and GPs together in a Participants closed setting to network and discuss the latest Participants Discussion Leaders: Nicolas Schellenberg - Managing concerns facing GP structures and ownership. Run Director, Cambridge Associates under the Chatham House Rule and open to 24 pre- Discussion Leaders: Gonzalo Erroz - Partner, Hayfin registered LP and GP attendees. For GP registrations Capital Management LLP Philippe Ferneini - Managing Director, StepStone please email [email protected]. For Mark McDonald - Global Head, DWS Private Equity Group LP registrations please email [email protected]. Christian Böhler - Partner, Unigestion Participants Connections: Changing the way things are done Connections: Distressed investing Discussion leaders: Tim Haines - Chairman & Managing Partner, Abingworth LLP 10:00 - 11:00 12:00 - 13:00 Connections Day Connections Day Jeffrey Jay - Senior Managing Director, Great Point Partners Global asset managers have a responsibility to protect What is the scale of opportunities for distressed Kelly DePonte - Managing Director, Probitas Partners our world. How? investing in the post-pandemic era? How are GPs and Engaging with companies and other key stakeholders LPs balancing risk and return when looking at to protect our global heritage. distressed debt? What are the best practices for achieving a successful turnaround? Connections: Innovation in digital solutions for This informal session brings LPs and GPs together in a Healthcare and Life Sciences industry closed setting to network and discuss the latest This informal session brings LPs and GPs together in a 15:00 - 16:00 concerns facing GP structures and ownership. Run closed setting to network and discuss the latest Connections Day under the Chatham House Rule and open to 24 pre- concerns facing GP structures and ownership. Run registered LP and GP attendees. For GP registrations under the Chatham House Rule and open to 24 pre- Examining the fastest growing Healthtech and please email [email protected]. For registered LP and GP attendees. For GP registrations Deeptech technology areas. How can Private Equity LP registrations please email please email [email protected]. For act as a catalyst for further innovation? How has the [email protected]. LP registrations please email pandemic affected the demand for and focus on [email protected]. Participants digital solutions across the health and care systems: sharing practical examples. Participants Discussion leader:: Peter Plaut - Executive Director, Wimmer Financial LLP Discussion leaders:: Bradley Rowbotham - Private This informal session brings LPs and GPs together in a Markets Research Consultant, NEPC closed setting to network and discuss the latest concerns facing GP structures and ownership. Run Peter Laib - Chairman, YIELCO Investments under the Chatham House Rule and open to 24 pre- registered LP and GP attendees. For GP registrations please email [email protected]. For LP registrations please email [email protected].
Participants
Discussion leaders: Christoph Kausch - Managing Partner, MTIP AG
Baudouin Hue - Partner, Karista
Shane Chesson - Partner, Openspace Ventures
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SESSIONS 1 - 5 March 2021 Virtual Event DAY FIVE - 05/03/2021 GMT (Greenwich Mean Time)
Connections: Venture debt
16:00 - 17:00 Connections Day
Demystifying venture debt – benefits vs costs for investing in the asset class. Timing the market - is 2021 the best time to invest in venture debt?
This informal session brings LPs and GPs together in a closed setting to network and discuss the latest concerns facing GP structures and ownership. Run under the Chatham House Rule and open to 24 pre- registered LP and GP attendees. For GP registrations please email [email protected]. For LP registrations please email [email protected].
Participants
Discussion leaders:: Colton Lavin - Senior Analyst, Private Markets, NEPC
Matthias Kirchgässner - Managing Partner, PLEXUS Research
End of SuperReturn Europe Virtual 2021
17:00 - 17:05 Connections Day
informaconnect.com/superreturn-europe-virtual/ SuperReturn Europe Virtual SCHEDULE 1 - 5 March 2021 Virtual Event DAY FIVE - 05/03/2021 GMT (Greenwich Mean Time)
TIME CONNECTIONS DAY
09:00 09:00 - Connections: How private equity co-investments can accelerate investor returns following a crisis
10:00 10:00 - Connections: Changing the way things are done
11:00 11:00 - LP ONLY DISCUSSION Connections: Future of LP-Led Secondaries
12:00 12:00 - Connections: Distressed investing
13:00
14:00 14:00 - Connections: Analysing the impact of COVID-19 on Healthcare and Life Sciences investments
15:00 15:00 - Connections: Innovation in digital solutions for Healthcare and Life Sciences industry
16:00 16:00 - Connections: Venture debt
17:00 17:00 - End of SuperReturn Europe Virtual 2021
informaconnect.com/superreturn-europe-virtual/