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Analysing How Turkey's Growing Gas Market Will Be

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Analysing How Turkey's Growing Gas Market Will Be Day 1 – Tuesday 22nd February 2005 Main Conference 0730 Registration & Coffee 0800 Chairman’s Opening Address: Derek Zissman, Partner, KPMG’s Private Equity Group, KPMG LLP (UK) 0810 LP Perspectives: Does Being In A Top Quartile Fund Limit An LP's Ability To Maintain An Alignment Of Interests? David Larsen, Partner, KPMG's Private Equity Group, KPMG LLP (USA) 0830 INSIGHTS FROM A PRIVATE EQUITY GURU Three Decades of Leveraged Buyout Investing – Thoughts On The Progression Of The Private Equity Industry Henry Kravis, Founding Partner, KOHLBERG KRAVIS ROBERTS & CO. 0900 HEAD-TO-HEAD WITH THE INDUSTRY EXPERTS: Middle Aged Spread In Private Equity: Which Evolution Routes Should The Industry Take Now? Moderator: HAMILTON LANE Panellists: Nigel Doughty, CEO, DOUGHTY HANSON & CO Philip Yea, CEO, 3I GROUP PLC Douglas Karp, Managing Partner, TAILWIND CAPITAL 0945 SPECIAL GUEST PRESENTATION Lessons Of Leadership: Examining The Strengths & Weaknesses Of Different Styles Of Leadership & Predicting The Future As It Will Affect Both Business & Society William Hague LEADER OF THE BRITISH CONSERVATIVE PARTY 1997 – 2001 1045 Morning Coffee 1115 The Transformation of the Private Equity Industry: Successions & Spin-outs 1135 Examining The Private Equity Investment Cycle 1967-2004: Where Are We In The Current Cycle, And What Lessons Have We Learned That Can Be Applied To Future Investment Strategies? Brooks Zug, Senior Managing Director, HARBOURVEST PARTNERS 1200 Lessons From Israel Boaz Dinte & Erez Shachar, Co-Managing Partners, EVERGREEN VENTURE PARTNERS 1230 ELECTRONIC POLLING SESSION Respond To Industry Questions With Commentary From An Executive Panel: Chaired by: Jon Moulton, Managing Partner, ALCHEMY PARTNERS Panellists: Björn Savén, Chairman & Chief Executive, INDUSTRI KAPITAL Christopher Spray, Senior Partner, ATLAS VENTURE Sasha van de Water, Managing Director, KEYHAVEN CAPITAL PARTNERS Ray Maxwell, Managing Director, INVESCO ASSET MANAGEMENT 1315 Lunch Stream A Stream B Stream C Stream D Stream E LP Perspectives Latest Developments In Performance & Value Cutting Edge Management Return Expectations, Dealflow Chaired by: Venture Capital Creation Strategies & Fundraising SJ BERWIN Chaired by: Chaired by: Chaired by: Chaired by: Guy Fraser-Sampson Dr Stephan Hepp Kathleen Bacon Peter Vernon MOWBRAY CAPITAL SCM STRATEGIC CAPITAL HARBOURVEST PARTNERS MARSH MANAGEMENT 1445 Panel Discussion Examining The Future Of EXTENDED Q&A SESSION Maximising Chances Of An What Are The Current Return Venture Capital With The How Does Private Equity Really Optimal Realisation - Best Expectations Of LPs & How Boom/Bust Cycle Behind Us: Make Money? Practice Risk Management Realistic Are They? What Has Been Learned & How Chris Masterson “Lessons Of Leadership” Strategies For Executing A Moderated by: Can Investors Be Attracted Back CEO Clean And Successful Exit Serge Raicher, Partner, To The Asset Class? MONTAGU PRIVATE Andrew Hunt PANTHEON VENTURES Sir David Cooksey EQUITY Senior Vice- President Panellists: Chairman MARSH, PRIVATE EQUITY Susan Carter, President & ADVENT VENTURE William Hague AND M&A PRACTICE CEO, COMMONFUND PARTNERS LEADER OF THE BRITISH 1505 CAPITAL Examining The Reasons Behind CONSERVATIVE PARTY Assessing The Availabiity Of Thomas Puetter, CEO, Mediocre European VC Returns Performance Data & The 1997 – 2001 Funding For The Private Equity ALLIANZ CAPITAL Despite A Wealth Of European Limitations Of The Benchmark: Industry: What Does It Mean For PARTNERS Technology: What Does It Need The SCM 2004 Performance The Industry Today And Going William Gilmore, Investment To Get Silicon Valley VC Analysis Forward? Director – Private Equity, Returns? Dr Stephan Hepp Philippe M Costeletos SCOTTISH WIDOWS Charles Irving CEO Partner & Managing Director INVESTMENT Managing Partner SCM STRATEGIC CAPITAL TEXAS PACIFIC GROUP PARTNERSHIP POND VENTURES MANAGEMENT Dominic Slade, Partner, ALCHEMY PARTNERS 1525 What Strategies Should LPs Use Examining The Consequences Private Equity Portfolio Panel Discussion Is Private Equity An Asset Class, To Successfully Identify The Of Misinterpretation Of VC Management: Examining The How Important Is Management And If So, Is It Becoming So Top Performing Private Equity Returns By The LP Community. “Myth” That Partnership Picking To The Success Of A Private Efficient That The Best Returns Houses? How Should European VC Is The Only Important Driver Of Equity Firm? Are Behind Us? Steven Costabile Returns Be Compared To Performance Moderated by: Kelly de Ponte Partner Quoted Markets, Buyout, And Urs Wietlisbach Kathleen Bacon, MD, Partner AIG GLOBAL US VC? Partner & Co-Chairman HARBOURVEST PARTNERS PROBITAS PARTNERS INVESTMENT GROUP Guy Fraser-Sampson PARTNERS GROUP (UK) LTD Managing Partner Panellists: MOWBRAY CAPITAL Nigel McConnell, MD, ELECTRA PARTNERS EUROPE 1545 The US Perspective On Today's David Blitzer, Examining Historical US VC Fundraising Environment: THE GREAT DIVIDE: The Investigative Senior Managing Director, Returns: Does The Future Best Practices for Funds In The Over The Coming Years There Path To Value Creation THE BLACKSTONE LookAny Different? How can Market Will Emerge In Europe A Small Maxim Worcester GROUP LPs Get Historical Returns In Number Of Early Stage Managing Director, Amaury-Daniel de Seze, Today’s Environment? Technology VC's Generating CR Deutschland Chairman & CEO, Steve Bird SUPER RETURNS. CONTROL RISKS PAI PARTNERS General Partner Jim Martin GROUP Marc Boheim, FOCUS VENTURES Managing Partner Executive Director, ADD PARTNERS GOLDMAN SACHS ASSET MANAGEMENT INT’L 1605 Afternoon Tea 1635 The Secondary Market: Early Stage Venture - Whole The Impacts Of The Country Versus Global Funds : Where To Now? New Game Or More Of The Topic TBC, Globalisation Of Technology On How Is The Recent Flood Of Pan James Pitt Same? Examining The Current Tony Malin Venture Capital And Early-Stage European Funds Into Local Managing Director Deal Environment, Fund Sizes & CEO Companies Markets Affecting AXA PRIVATE EQUITY Investment Environment STAR CAPITAL PARTNERS Erel Margalit Country Funds? David Ward Founder & Managing Parter Pierre Rispoli Partner JVP Managing Director MTI PARTNERS SIPAREX GROUP 1655 Hands-On Or Hands-Off: Predicting The Long Term Does Geography Matter? How To Create Value In Panel Discussion Adding Value Avoiding Legal Implications Of The Downsizing Weighing Up The Pros & Cons Portfolio Companies Fundraising In 2005: Control? Of US Venture Capital Funds: Of Local Versus Global Teams Bjorn Hoi Jensen "The Wall of Money” Marco Franzini What Effect Will It Have On Fabio Sattin Partner & Head Moderated by: Partner, Milan Future Access For LPs? Chairman and Founding PartneR EQT PARTNERS GmbH Terence Tehranian, SIMMONS & SIMMONS Tim Cruttenden PRIVATE EQUITY Manging Partner, Director, Fund Investments, PARTNERS GMT COMMUNICATIONS VENCAP PARTNERS INTERNATIONAL PLC Panellists: Paul Denning, 1715 Examining New Horizons In Panel Discussion Panel Discussion Chief Executive Officer, Portfolio Construction & The Big Debate: Does The US Examining The Pros & Cons Of Portfolio Management & DENNING & CO LLC Manager Selection Venture Capital Model Work In Investing With Brand Names Operational Skills Are Patricia Cloherty, Clive Norton Europe? Versus Emerging Managers: Essential. Leverage & Chairman & CEO, Co-Head Europe/Asia, Private Moderated by: What Are The Benefits & The Arbitrage Are Not Enough! DELTA PRIVATE EQUITY Equity Group Guy Fraser-Sampson Challenges Of Each Approach? Philip Buscombe, CEO, PARTNERS GOLDMAN SACHS ASSET Managing Partner Moderated by: WEST PRIVATE EQUITY Anders Stroemblad, MANAGEMENT INT’L MOWBRAY CAPITAL Claus Stenbaek, MD, (Panellists tbc) Head of Alternative Investments, Panellists: KEYHAVEN CAPITAL SECOND SWEDISH George Coelho, General PARTNERS NATIONAL PENSION FUND Partner, Panellists: Ad van den Ouweland, BENCHMARK CAPITAL Brian Wade, Managing Partners, Denis Lucquin, Director of Private Equity, ROBECO Managing Partner, VIRGINIA RETIREMENT SOFINNOVA PARTNERS SYSTEM Erel Margalit, Maurice Simons, Founder & Managing Partner, Portfolio Manager, Private JVP Equity, SPF BEHEER BV Richard Bowman, Co-Founder & Managing Partner, CAPSTONE VENTURES IPEL 1755 Networking Champagne Roundtables - 1840 1900 Evening Networking Drinks Party, – hosted by KPMG & UBS INVESTMENT BANK 2030 at the Union Halle, Hanuauer Landstarasse 196a, Frankfurt rd Day 2 - Wednesday 23 February 2005 Main Conference 0800 Registration & Coffee 0830 Chairman’s Welcome: Derek Zissman, Partner, KPMG’s Private Equity Group, KPMG LLP (UK) 0840 Innovative Funding Strategies for Asset Rich Businesses: The Convergence of Acquisition and Real Estate Finance Rob Day, Partner, SJ BERWIN 0900 INSIGHTS FROM AN INDUSTRY GURU Examining The Convergence Of Private Equity & Hedge Funds: What Will Increased Competition For Deals & Talent Mean For The Industry & Which Model Will Prevail? David Rubenstein, Founder & Managing Director, THE CARLYLE GROUP 0930 EXECUTIVE PANEL DISCUSSION What Portfolio Strategies Should Private Equity Investors Be Adopting? Should They Be Following The Fund, The Firm Brand Or The Manager? Moderator: Jonny Maxwell, Chief Executive, Private Equity, STANDARD LIFE INVESTMENTS (PRIVATE EQUITY) Panellists: Sandra Robertson, Head of Alternative Assets, THE WELLCOME TRUST JonCarlo Mark, Portfolio Manager, Alternative Investment Management Team, CalPERS John Singer, Managing Director, ADVENT INTERNATIONAL Harald Mix, Founding Partner, ALTOR EQUITY PARTNERS Hanspeter Bader, Managing Director, UNIGESTION 1015 Morning
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