Emerging Markets
SR EM COVER 2011_Layout 1 01/03/2011 13:56 Page 1
foundations, SWFs & DFIs From The Producers of: endowments,Free for pension funds,
Subject to validation SUPER For the latest programme Book By or to register, please visit www.superreturnemergingmarkets.com 1st April RETURN and save up to 27-30th June 2011 £700! Annual 3rd InterContinental Hotel, Geneva Emerging Markets Markets 2011 Private Equity, Growth Capital & Venture Capital In Converging, Emerging & Frontier Economies A Forum For LPs To Compare & Contrast Investment Opportunities Across Regions The Very Best Emerging 80+ LPs Investing In Emerging Markets Right Now: Markets Private 140+ Equity Managers Outstanding Speakers LPs & FoFs Industry Experts 40 Countries Represented In 2010 • Adams Street Partners • 3i • African Development • Actis Africa: Bank • Brookfield Brazil Adlevo Capital, • BMP • Adlevo Capital Ruulke Bagijn David Turner Pierre Fortier Maarten Vervoort David Krasnostein • Alcyon • Advent International Ethos Private Equity, PGGM THE GUARDIAN CAISSE DE DEPOT ALPINVEST MLC PRIVATE • Alpha Associates • Baring Vostok Capital Chayton Capital, Tuninvest LIFE INSURANCE ET PLACEMENT DU PARTNERS EQUITY • Eagle Asia Partners Partners COMPANY OF QUEBEC • AlpInvest Partners • Good Energies Africinvest… AMERICA • Asia Alternatives • AlixPartners • BIO • Alta Growth Capital • Asian Development Bank • iDTech Ventures Asia: • Axonia Partbers • Altra Investments Spring Capital Asia • Bank Gutmann • Ambit Pragma • Blackrock Private Equity • Bain Capital Partners • Citi CDH, Bain Capital Asia • Caisse de dépôt et • Bloomberg New Energy placement du Quebec Peepul… Finance • Capital Dynamics • BTS Advisors • Capvent CEE & CIS: Ian Anderson Neil Harper Peter Keehn Paul Newsome Yvonne Bakkum • CDC • Cambridge Associates GATSBY MORGAN STANLEY ALLSTATE UNIGESTION FMO Allstate Investments LLC • CDH Mid Europa Partners CHARITABLE INVESTMENT INVESTMENTS • Citi Private Bank • IDG Ventures India Enterprise Investors FOUNDATION MANAGEMENT • Dunedin Enterprise • Citic Private Equity Investment Trust Funds Management Baring Vostok Capital Partners • SVB Capital • Clearwater Capital • European Bank for Partners Innova Capital... Reconstruction & • Darby Private Equity Development • Abraaj Capital Middle East: • European Investment • DFJ DragonFund China Fund • Enterprise Investors Abraaj Capital • FMO • Bain Capital Asia The National Investor • Gatsby Charitable • Ethos Private Equity Foundation • GSR Ventures Northern Gulf Partners… George Siguler Carlos Héneiné Koonal Gandhi Rod Evison Martin Poulsen • Kendall Investments • Hedges Capital SIGULER GUFF QUILVEST THE KAISER CDC AFRICAN • Granite Capital • Simba Capital Latin America: FAMILY DEVELPMENT Management • IDFC Private Equity FOUNDATION BANK • Guggenheim Investment • IDG Ventures Vietnam Advent International Advisors • IL & FS Investment • Hamilton Lane Managers Brookfield Brazil Industry Leaders From Across The Globe: • Hermes GPE • Innova Capital Stratus Group… • IDFC Capital • Liberty Capital • PGGM • Spring Capital Asia • IFC • Lombard Investments Inspirational • European Investment • Marlow Bank • Turkven • Kaiser Family Foundation • Mid Europa Partners Guest Speakers • Kulczyk Investments • Northern Gulf Partners • LGT Capital Partners • NorthStar Pacific • Lyrique • Peepul • MLC Private Equity • RIGA Graduate School • Morgan Stanley David Roux Stephen Pagliuca Michael Calvey Yibing Wu Selcuk Yorgancioglu Of Law Co-Founder & Managing Director Senior Partner President Senior Partner Investment Management • National Holding • Meketa Investment Group Chairman BAIN CAPITAL BARING VOSTOK CITIC PRIVATE ABRAAJ CAPITAL • Saratoga Capital SILVER LAKE CAPITAL EQUITY FUNDS • New York Life Capital PARTNERS PARTNERS MANAGEMENT Partners • PIMCO • Northleaf Capital • Silver Lake Partners • Stanford University Will Hutton Karen Stephenson • OPIC • Leopard Asia Executive Vice Chair Corporate • Pantheon Ventures • Stratus Group THE WORK Anthropologist & New Plus • Russell Investments • The National Investor FOUNDATION President • PECA • Tsing Capital NETFORM • Pinebridge Investments • Tuninvest Africinvest INTERNATIONAL • Quantum Wealth • Vietnam Investment Asia Management Group Investor • Quilvest • VinaCapital "This was the best • Rho Fund Investors • Netform Summit •RWB • Global Capital private equity event Summit • EMAlternatives Management that I've ever been to!" Monday 27th June • Safdié Gestão de • Saints Capital Monday 27th June Patrimônio • Helmsman Capital Vadim Botchkarev, Vice President • Siguler Guff • Advent International • Partners Group DA VINCI CAPITAL Turkey • Squadron Capital • Chayton Capital • The Guardian Life • Gaja Capital Partners Insurance Company of Elemental Co-Sponsors Associate Sponsors America Chlorine Free • Adveq (ECF) • Unigestion Paper sourced from sustainable forests • Investor Summit & Asia Summit Monday 27th June • Main Conference Tuesday 28 - Thursday 30th June ICBI
To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com SR EM b 2011_SuperInvestor 08 01/03/2011 14:01 Page 2
Investor Summit Main Conference Day 1 Monday 27th June 2011 Tuesday 28th June 2011 08.30 Registration & Coffee 09.00 Registration & Coffee 08.45 Chairman’s Opening & Welcome 25+ LPs and FoFs discuss where they are allocating capital and which markets they LP PANEL see as generating the best returns over the next decade. Topics include LP/GP alignement Accessing The Extraordinary Growth In Private Markets In Emerging Economies: Which Assets Are of interest, risk measurement, performance data and how LPs are conducting due Available, Where Is Investment Most Needed & How Can You Use This Information To Construct diligence in new territories. A Private Markets Portfolio? LPs 08.50 Moderator: George Siguler, Managing Director & Co-Founder, SIGULER GUFF With speakers from: Simon Moss, Head of Europe, HERMES GPE Guggenheim Investment Advisors, Caisse De Dépôt et Placement du Québec, Peter Keehn, Global Head of Private Equity, ALLSTATE INVESTMENTS 09.15 AlpInvest Partners, IFC, Kaiser Family Foundation, BMP, Bank Gutmann, Morgan LPs David Turner, Managing Director & Head of Private Equity, - Stanley Investment Management, Blackrock Private Equity Partners, Dunedin THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA 17.00 Enterprise Investment Trust, SVB Capital, New York Life Capital Partners, Alcyon, Koonal Gandhi, CIO, KAISER FAMILY FOUNDATION Capvent, Siguler Guff, Rho Fund Investors, Riga Capital School of Law, PECA, Russell Investments, Brookfield Brazil Capital Partners, PIMCO and many more... 09.20 KEYNOTE ADDRESS 17.00 End of Summit THE BRIC DEBATE For full details see page 4 GPs Put The Case For Their Country Of Focus: Hear The Debate & Vote On The Winner 09.50 Representing Brazil: Martín Escobari, Managing Director, ADVENT INTERNATIONAL Representing Russia: Michael Calvey, Senior Partner, BARING VOSTOK CAPITAL PARTNERS Representing India: Archana Hingorani, CEO & Executive Director, IL&FS INVESTMENT MANAGERS Asia Summit Representing China: Rebecca Xu, Co-Founder & Managing Director, ASIA ALTERNATIVES new Monday 27th June 2011 TURKEY Building On The Platform Of Successful Economic Restructuring Of The Past Decade: What Is The Capacity Of The Local Private Equity Market & What Will Future Deal Flow Look Like? 09.00 Registration & Coffee Moderator: Daniel Morgan, Director, ADVENT INTERNATIONAL 10.20 José Romano, Head of Turkey, EUROPEAN INVESTMENT FUND Seymur Tari, CEO, TURKVEN This new summit focuses on the largest and most dynamic of the emerging markets. Serkan Elden, Managing Director & CEO Eurasia, PINEBRIDGE INVESTMENTS Over 25 of the best regional GPs and FoFs tackle key topics such as the risks of China Selcuk Yorgancioglu, Senior Partner, ABRAAJ CAPITAL overheating, the opportunities in the new markets of South East Asia and Indonesia Ihsan Sancay, Partner, GLOBAL CAPITAL MANAGEMENT and the challenges presented by high valuations in India. 10.50 Morning Coffee With speakers from: BRAZIL IDFC Capital, Eagle Asia Partners, Asia Alternatives, LGT Capital Partners, What Opportunities Does Brazil’s Growth Story Present? What Is Different This Time, & 09.15 Peepul, BTS Investment Advisors, Gaja Capital Partners, 3i, AlixPartners, How Sustainable Are Current Investment Trends? - Bain Capital Asia, CDH, Squadron Capital, Pantheon Ventures, 11.20 Moderator: Otávio Vieira, Director of Investments, SAFDIE GESTAO DE PATRIMONIO 17.00 Clearwater Capital Partners, Leopard Asia, Lombard Investments, Luiz Maia, Managing Partner, BROOKFIELD BRAZIL CAPITAL PARTNERS Saratoga Capital, Helmsman Capital, iDTech Ventures, DFJ Dragonfund China, IDG Martín Escobari, Managing Director, ADVENT INTERNATIONAL Ventures Vietnam, Northstar Pacific and many more… Álvaro Gonçalves, Co-Founder & Managing Partner, STRATUS GROUP Piero Minardi, Partner, GAVEA INVESTIMENTOS 17.00 End of Summit Emerging Markets KEYNOTE ADDRESS Portfolio Construction Using A Risk Factor Based Approach For full details see page 5 11.50 The Role Of Emerging Markets Private Equity Within A Diversified Multi-Asset Class Portfolio Mark Taborsky, Portfolio Manager, PIMCO BEYOND BRIC’S How Are LPs Assessing Opportunities & Managers Outside Of The Core BRIC Economies? How Will They Invest In The Next 5 Years? SUPERSUPER 12.20 Moderator: Janusz Heath, Managing Director & Head of Asset Management, CAPITAL DYNAMICS RRETURNETURN Yvonne Bakkum, Director of Private Equity, FMO Nicholas Morriss, Managing Partner, EMALTERNATIVES Carole Maman, Manager Financial Sector, BIO EmergingEmergin Marketsg MMarketsar k2011ets Mark Richards, Partner, ACTIS SPECIAL GUEST SPEAKER 12.50 The Limits Of The Emerging Markets & Why We Shouldn't Write Off The West Technology & Social Media At SuperReturn Will Hutton, Executive Vice Chair, THE WORK FOUNDATION Emerging Markets Lunch Plus VIP Lunchtable: Will Hutton, Executive Vice Chair, THE WORK FOUNDATION The SuperReturn Global Series team have created a suite of virtual products to Plus LP Lunch Table Hosted By: Carole Maman, Manager Financial Sector, BIO & David Turner, Managing Director & Head of Private Equity, increase the value of your attendance at the event by enabling daily THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA 13.30 connectivity to the industry. 14.20 - 14.40 Delegate QuickFire Showcase Your chance to present your fund to the SuperReturn Emerging Markets audience in 90 seconds flat (Sign-up details to be sent to registered delegates 2 weeks prior to the conference) Don’t wait until June to hear from the speakers and audience of LP judging panel: Gordon Hargraves, Partner, RHO FUND INVESTORS SuperReturn Emerging Markets in Geneva! Yvonne Bakkum, Director of Private Equity, FMO Stream A Stream B Stream C Just some of the features you can expect to see are: Asia Middle East & Africa Central & Eastern Europe MIDDLE EAST CEE How Do GPs Access A Diverse LP What Will It Take To Bring Institutional The blog brings interviews with and original content from VIETNAM Base, Source Deals Locally & Work With LPs Back To The Region? When, If Ever, some of our high profile guest speakers and latest research Reviewing Vietnam Economic & Family Businesses To Produce Superior Can The Region Deliver On The Promise from the industry. We invite our delegates to actively 14.45 Investment Potential Returns? To Generate Emerging Markets Returns SUPERSUPER participate, commenting on the articles and debating the With Developed Market Risk? VINA CAPITAL INVESTMENT NORTHERN GULF PARTNERS THE EUROPEAN BANK FOR RRETURNETURN issues. We welcome guest columnists and suggestions for MANAGEMENT THE NATIONAL INVESTOR NATIONAL HOLDING RECONSTRUCTION & DEVELOPMENT Blog poll topics. MID EUROPA PARTNERS ABRAAJ CAPITAL ALPHA ASSOCIATES, INNOVA CAPITAL Please contact Rebecca at [email protected] POLAND - CEE’s BIGGEST www.icbi-events.com/superreturnblog VENTURE CAPITAL IN ASIA AGRIBUSINESS SUCCESS STORY Lessons Learned From The US & Europe With High Food Prices & Growth How Are GPs Overcoming A Lack For Venture Capital In Asia Opportunities In Most Emerging Markets, Of Leverage To Take Advantage Of Poland’s 15.15 Moderator: Is Agribusiness A Sector That Cannot Strong Economy & Developing Appetite For To really experience SuperReturn Emerging Markets, you ADVEQ MANAGEMENT Fail & How Can GPs Produce Superior Growth Capital? need to be there. For the next best thing, try our YouTube IDG VENTURES INDIA Returns In This Sector? DARBY PRIVATE EQUITY channel for interviews, roundups and industry commentaries GSR VENTURES CHAYTON CAPITAL INNOVA CAPITAL from your industry leaders. ENTERPRISE INVESTORS PAN-AFRICAN PANEL www.youtube.com/user/SuperReturn TV How Should LPs Approach Investment RUSSIA & CIS In The African Continent? Benefiting From Low Valuations & Topic & Speaker Which Economies Provide The Best A Resurgent Economy: Which Are Follow us on Twitter for the whole @SuperReturn series or Tbc Opportunities & How Do The Major Risks 15.45 Compare Across African Markets? The Best Sectors To Invest In & channel this specific event by entering #SREM11 in THE GATSBY FOUNDATION What Are The Risks? http://search.twitter.com. AFRICAN DEVELOPMENT BANK ALPHA ASSOCIATES TUNINVEST AFRICINVEST LIBERTY CAPITAL Benefit from news about the events, special offers, ADLEVO CAPITAL interesting articles and up to the minute research from the industry. 16.15 Afternoon Tea - Plus LP/GP Structured Speed Networking Stream A - Sectors & Asset Classes Stream B - Africa Stream C - Secondaries www.icbi-events.com/SuperReturnTwitter SOUTH AFRICA CLEANTECH EXTENDED WORKSHOP Accessing Growth In The Most Sophisticated SECONDARIES What Does The Strength In Cleantech & Largest African Economy Which Is Will Unfunded & Unwanted Commitments Our LinkedIn Group (SuperReturn Emerging Markets) allows 17.00 Emerging Market Funds Mean For The Increasingly Becoming The Gateway To To Emerging Markets Made At The Height you to share ideas and expertise with your industry peers. Global Players & Their Investors? The Rest Of Sub-Saharan Africa Of The Boom Generate A Wave Of MARLOW, ETHOS PRIVATE EQUITY Secondary Deal Flow? Post a question/discussion and ask for feedback to help Led By: STANFORD UNIVERSITY NORTH AFRICA SECONDARIES – LP APPETITE develop new ideas into working projects or solve problems Understanding The Appetite For Emerging that have confounded your own team. Tapping Into The Fascinating Markets ASIAN DEVELOPMENT BANK Of Morocco, Tunisia & Egypt: What Market Secondaries Amongst LPs – To GOOD ENERGIES What Extent Will Increased Activity Fuel 17.30 Opportunities Do The Growing Mid-Market & www.icbi-events.com/sremergingmarkets BLOOMBERG NEW ENERGY Public Markets Provide? The Launch Of Dedicated Emerging FINANCE IFC Market Secondary Providers? EUROPEAN INVESTMENT BANK AXONIA PARTNERS ADAMS STREET PARTNERS TSING CAPITAL SAINTS CAPITAL LGT CAPITAL PARTNERS 18.00 Region Specific Champagne Roundtable Discussions: Full details on page 7 - South East Asia Poland Mexico Russia 19.00 LOMBARD INVESTMENTS DARBY PRIVATE EQUITY ALTA GROWTH CAPITAL To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. 2 18.30 18.30 - 20.00 - Gala Networking Reception For the Latest Agenda or To Register: www.superreturnemergingmarkets.com 20.00 End of Day One SR EM b 2011_SuperInvestor 08 01/03/2011 14:01 Page 3
Main Conference Day 2 Main Conference Day 3 Wednesday 29th June 2011 Thursday 30th June 2011
08.30 Coffee 09.00 Coffee 08.45 Chairman’s Opening & Welcome 09.15 Chair’s Opening Address & Welcome LPs LPs LP VIEWS ON EMERGING MARKETS EMERGING MARKET LPs Which Emerging Economies Will Produce The Best Long-Term Results In The Private How Is The Ever-Increasing Sophistication Of EM LPs Shaping The Private Equity Equity Space & Generate Sustainable Deal Flow & Exit Opportunities? Landscape Both In Emerging & Developed Markets? How Can Managers Best Access Moderator: Juan Delgado-Moreira, Managing Director, HAMILTON LANE 09.20 This Newer Source Of Capital? 08.50 Paul Newsome, Executive Director, Head of Investments - Private Equity Moderator: George Siguler, Managing Director & Co-Founder, SIGULER GUFF UNIGESTION Manoj Madnani, Managing Director & Board Member, KULCZYK INVESTMENTS David Krasnostein, Head of Private Equity, MLC PRIVATE EQUITY Michael Kaimakliotis, Head of Investments, QUANTUM WEALTH MANAGEMENT Scott McCormack, Partner, GRANITE CAPITAL MANAGEMENT Catherine Weir, Head of Global Family Office Group, CITI Brian Lim, Principal, PANTHEON VENTURES
09.50 KEYNOTE ADDRESS PERFORMANCE MEASUREMENT David Roux, Chairman & Co-Founder, SILVER LAKE 09.20 Does Emerging Market Private Equity Deliver Alpha? How Can Fund Performance Be Realistically Measured & How Can You Accurately Adjust For Risk? Miriam Schmitter, Managing Director, CAMBRIDGE ASSOCIATES 10.15 KEYNOTE ADDRESS Stephen Pagliuca, Managing Director, BAIN CAPITAL EMERGING MARKETS COMPARISON 09.50 Comparing & Contrasting Fund Performance Across Widely Differing Geographies, 10.50 Coffee Economies & Cultures: Is This Necessary, Or Even Possible? POLLING PANEL EUROPEAN LPs Which Regions, Strategies & Sectors Will Outperform Over The Next Decade? How Are European Family Offices & Private Banks Accessing Emerging Market 11.20 Hear Real-Time Opinions From The Emerging Markets Private Equity Community Private Equity & What Are Their Concerns & Expectations? Moderator: Kamran Anwar, EMEA Head of Private Equity Services, CITI David Roux, Chairman & Co-Founder, SILVER LAKE 10.25 Moderator: Juan Delgado-Moreira, Managing Director, HAMILTON LANE Anselm Adams, Director, PECA Stephen Pagliuca, Managing Director, BAIN CAPITAL Hans Van Swaay, Partner, LYRIQUE LP Carlos Héneiné, Partner, QUILVEST LPs LP KEYNOTE SESSION Gunther Pamberg, President, ALCYON 12.10 How An Institutional Investor Views Emerging Markets & Where Are The Best Opportunities? Ruulke Bagijn, Director Private Equity, PGGM 10.55 Morning Coffee LIQUIDITY FRONTIER MARKETS Strategies For Achieving Liquidity In Emerging Market Private Equity: Do The Rewards Justify The Risks In Frontier Markets? What Successful Exit 12.50 What Are The Routes Available To LPs & GPs? To What Extent Are Emerging Market Strategies Can Managers Use To Build A Credible Track Record In These Countries & Secondaries A Viable Alternative? Regions To Move Towards More Commercial Investment? Erik Kaas, Partner, PARTNERS GROUP 11.15 Moderator: Patricia Dinneen, Managing Director, SIGULER GUFF Rod Evison, Managing Director, Africa & Latin America, CDC 13.20 Lunch William Pearce, Director, Investment Funds, OPIC Alexandre Alfonsi, Founding Partner, AXONIA PARTNERS RISING STARS IN EMERGING MARKETS SHOWCASE Mohamed Semary, Partner, ABRAAJ CAPITAL Who will be the next titan of the private equity world? This showcase allows the rising stars of emerging market private equity, as voted for by our CHINA LP contacts from across the globe, to explain their success and future direction. Capitalising On China’s Phenomenal Growth: How Will The Best Managers Continue To 14.20 11.45 Deliver Sustainable Returns As The Economy Shows Signs Of Overheating? Featuring David Pierce, CEO, SQUADRON CAPITAL Rajeev Agrawal, Head of Healthcare, AMBIT PRAGMA Yibing Wu, President, CITIC PRIVATE EQUITY FUNDS MANAGEMENT Dario Duran, Director, ALTRA INVESTMETS Vincent Chan, CEO & Co-Founder, SPRING CAPITAL ASIA David Do, Managing Director, VIETNAM INVESTMENT GROUP AFRICA 12.15 How Does Africa Compare With Other Emerging Markets? A Presentation Of New Data FUNDRAISING MASTERCLASS Martin Poulsen, Chief Private Equity Officer, AFRICAN DEVELOPMENT BANK This session is a chance for LPs to explain how to appeal to investors and what they are looking for in a fund manager whilst taking questions in an interactive workshop session. First, a panel of LPs discuss the topic before breaking out into roundtable discussions which allow you to put questions to the LPs directly SPECIAL GUEST SPEAKER and work out the best strategy for your fundraising success. 12.45 Super Returns From Super Connectors In A Globally Connected World Karen Stephenson, Corporate Anthropologist & President, NETFORM 14.50 – 15.20 LP Panel: How Are Emerging Market GPs Accessing Capital In The New Market Environment & Lunch - With ‘Meet The LP’ Hosted Lunch Tables 14.50 What Should They Be Doing To Appeal To Investors? David Krasnostein, Head of Private Equity, MLC PRIVATE EQUITY Led By: Gabriele Egger, Head of Portfolio Management, RWB Paul Newsome, Executive Director, Head of Investments – Private Equity, UNIGESTION Michael Flood, Managing Director, NORTHLEAF CAPITAL PARTNERS 13.30 Carlos Héneiné, Partner, QUILVEST Gordon Hargraves, Partner, RHO FUND INVESTORS Plus! VIP Lunchtable Hosted By: Karen Stephenson, Corporate Anthropologist & President, NETFORM Fundraising 15.20 – 16.00 Interactive Roundtables & Q&A Stream A - Latin America The panel discussion becomes an interactive session as the LPs take your fundraising questions and ask Chaired By: Stream B some of their own. Learn what it will take to raise capital in the next decade. Olaf Neubert, HEDGES CAPITAL Hot Sectors & Asset Classes 16.00 End Of Conference BRAZIL Will Increasing Levels Of Interest From Global Mega-Funds & International Investors Lead To Higher MEZZANINE CAPITAL Valuations & Greater Competition From Public Equity 14.30 Understanding The Extent Of The Use Of Mezzanine Or Does It Signal A Golden Period In Latin American Capital Within Emerging Markets Private Equity? Why Take Our Word For It….? NORTHLEAF CAPITAL PARTNERS STRATUS GROUP "A well-attended conference with a good mix of LPs INFRASTRUCTURE Understanding The Challenges Of Investing In This and GPs, set in a venue that’s excellent for 15.00 LATIN AMERICA EXTENDED WORKSHOP Long-Term Asset Class: How Are LPs Allocating, What Does The Growth Of A Domestic LP Base Mapping The Returns & Identifying networking." Mean For The Latin American Market & International The Best Exit Routes? Market & How Are GPs On The Ground Accessing MEKETA INVESTMENT GROUP Wen Tan, Managing Director, SQUADRON CAPITAL This Capital? SMALL & MEDIUM ENTERPRISES Led By: How Local SME Investing Is Changing The Landscape HEDGES CAPITAL Of Emerging Market Private Equity: What Are The Key "This conference was the best I have attended in a 15.30 ALTA GROWTH CAPITAL Challenges GPs Face When Doing Smaller Deals? THE GATSBY FOUNDATION while. Very well represented, with discussion panels BIO and presentations lively, to the point and relevant in 16.00 Afternoon Tea the current market environment." Stream A Stream B Fundraising Business Issues Sean Glodek, Director, DARBY PRIVATE EQUITY FUNDRAISING ENVIRONMENTAL & SOCIAL GOVERNANCE How Does Fundraising For Emerging Market How Will LPs’ Evolving Environmental & Social Funds Compare With Developed Market Funds Governance Priorities Influence GPs’ Investment Decisions & What Will Be The Impact Of The New 16.30 & How Will The Best Continue To Differentiate Themselves? Wave Of ESG Focused Funds? Speaking, Sponsorship & Moderator: Fundraising SIMBA CAPITAL ABRAAJ CAPITAL Exhibition Opportunities Still KENDALL INVESTMENTS ACTIS Available FUND STRUCTURING How Will LPs’ Increased Concerns Regarding FIRST TIME MANAGERS 17.00 Volatile Currencies, Changing Regulations & Tax Identifying The Different Ways In Which LPs Assess To promote your company to this fantastic audience please Impact Emerging Market GPs? How Might GPs Managers With No Track Record Structure Funds Differently In The Future? contact James Roberts on: [email protected] 17.30 - Gala Networking Reception Tel: +44 (0)20 7017 7944 19.00
19.00 End Of Main Conference Day 2
For latest programme or to register, please visit www.superreturnemergingmarkets.com Tel: +44 (0)20 7017 7200 Fax: +44 (0)20 7017 7807 Email: [email protected] 3 SR EM b 2011_SuperInvestor 08 01/03/2011 14:01 Page 4
Monday 27th June 2011 Investor Summit
09.00 Maarten Vervoort, Partner Jim Strang Coffee & Registration ALPINVEST PARTNERS Director of Fund Investments AlpInvest Partners is a leading global private equity investor with over DUNEDIN ENTERPRISE INVESTMENT TRUST 09.15 € 40 billion of capital raised and committed to the asset class. Jim manages the fund investment programme on behalf of Dunedin Chair’s Opening Address & Welcome Maarten is responsible for the European, Middle East and African Enterprise Investment Trust plc, a UK listed investment company. The Fund program. Furthermore he is a voting member of the Global programme targets investments in small and medium sized buyout Luiz Maia Investment Committee. Maarten joined AlpInvest Partners in 1999 from funds operating in specific countries or regions mainly within mainland Europe. Managing Partner PricewaterhouseCoopers Management Consultants. Jim joined Dunedin from Gartmore Private Equity where he was an Investment BROOKFIELD BRAZIL CAPITAL PARTNERS Director and Head of European Buyouts from 2003 to 2008. Prior to joining Luiz is a Managing Partner, focused on the Brookfield Brazil Capital 12.00 Gartmore Jim worked for the strategic consultancy Bain and Company based in Partners Fund and is based in São Paulo. Prior to joining Brookfield in their London office. 2010, Luiz was the founding partner of Tripod Investments, a private LP/GP ALIGNMENT OF equity/venture capital firm. Luiz spent two years as a partner and director at Rio 15.20 Bravo Investimentos, in charge of private equity and wealth management INTEREST Afternoon Tea activities. Previously, he held various senior positions within the ABN AMRO Do The New Rules For LPs, Including ILPA Guidelines, Group and has also worked at Banco Sul America and Banco Mercantil de São 16.00 Paulo. Luiz is a Director for ANBIM and a Board Member of the Financial Planning Succeed In Aligning LP/GP Interests More Thoroughly In Standards Board in the United States and Bovespa’s Sustainability Index. Luiz Emerging Markets? holds an MBA from Thunderbird School of Global Management and a bachelor’s CO-INVESTMENT degree in Civil Engineering from Universidade Mackenzie. David Wilton, Chief Investment Officer Will The Current Trend For Co-Investment Deals Produce 09.30 IFC Returns Superior To Those Generated By Blind Funds? David Wilton is Chief Investment Officer for IFC’s Private Equity and How Are LPs Assessing Future Co-Investment REAL ASSET Investment Funds Department with responsibility for IFC’s Opportunities & What Is The Impact Of This On Emerging investment program in emerging market funds globally, and a Market GPs? INVESTMENTS member of the Pension Finance Committee of the World Bank Group. He was recently acting CEO of the IFC Asset Management Company in its How Do Investors Gain Exposure To The Emerging establishment phase. David joined the Funds Department of IFC at its inception in Thomas Haubenstricker Markets Through Real Assets? 2000 and has been responsible for turning around the portfolio and developing the CEO funds strategy. • What opportunities are available to LPs looking to get exposure to NEW YORK LIFE CAPITAL PARTNERS commodities, natural resources, real estate and infrastructure? 12.40 Mr. Haubenstricker joined New York Life in 1991 and is currently CEO • How do investors evaluate public vs private alternatives and of NYLCAP, responsible for the day-to-day management of the Firm compare valuations between the developed and emerging Lunch and its investment activities. In addition, Mr. Haubenstricker markets? continues to manage NYLCAP’s mezzanine business, a role he has held since 14.00 2001. Since joining New York Life, Mr. Haubenstricker has assumed positions of Andrew Hoffmann, Portfolio Manager, Real Asset increasing responsibility, including co-heading the Private Finance Group and Strategies, PIMCO DUE DILIGENCE establishing New York Life's London affiliate in 1994. Andrew Hoffmann is a Senior Vice President and Portfolio Manager in PIMCO’s Newport Beach office, responsible for real asset strategies What Are LPs Looking For When They Assess New 16.30 within the asset allocation group. His specific focus areas include real Managers? How Can GPs Fulfil The LPs’ Criteria & What estate, energy, infrastructure, commodities and natural resources in GLOBAL V. REGIONAL both the public and private equity markets, executed through third party managers Are The Strategies For Maintaining Long-Term and direct investments. Prior to joining PIMCO in 2010, he was with the private Relationships? What Is The Best Investment Strategy When Accessing equity funds group at Brookfield Asset Management, where he helped launch Emerging Markets & What Are LPs’ Experiences Of offerings in real estate, infrastructure and natural resources. Andrew was Koonal Gandhi, CIO previously the portfolio manager for real assets at an ultra-high net worth Investing In Global, Pan-Regional & Local Fund investment firm in Palo Alto, California. He has also worked in investment banking KAISER FAMILY FOUNDATION Managers? in the power, utilities, energy and infrastructure sectors with JP Morgan, Merrill Koonal Gandhi is currently the Chief Investment Officer of the Kaiser Family Foundation. He was previously a Director at The Overseas Lynch and Salomon Brothers. He has 21 years of investment experience and at Moderator: various points in his career has been based in New York, Hong Kong, Singapore, Private Investment Corporation (OPIC), an agency of the US Federal London, and Palo Alto, CA before joining PIMCO in Newport Beach. Government working on private equity transactions across Asia, the Patricia Dinneen Middle East and Africa, Russia and Eastern Europe and Latin America. Koonal Managing Director 10.00 worked as an Investment Specialist at the US Treasury, helping to lead the $40 SIGULER GUFF billion Public Private Investment Program for the Troubled Asset Recovery Program Patricia has primary responsibility for managing the BRIC (TARP). NEW DATA Opportunities Funds, focusing on private equity investments in Brazil, Russia, India & China. Prior to joining Siguler Guff in 2004, she was A Performance Comparison Of Financial Products Across Ralph Guenther, Managing Partner at Cambridge Associates, an independent financial consulting firm, where she led Emerging Markets – What Is The Best Method Of BMP the emerging markets private equity advisory business, including asset allocation Accessing The Market? Ralph Günther serves as the Head of Private Equity Advisory and planning, market research, manager searches and due diligence. Fund-of-Funds Management at bmp AG in Berlin. Since 1999, Ralph Luc Nijs has also served as member of the Executive Board of bmp AG. Bmp Thomas Clausen AB Professor of Investment Banking structures and manages private equity investment programmes for Managing Partner & Co-Founder RIGA GRADUATE SCHOOL OF LAW institutional investors. Luc is the founder and CEO of The Talitha Group Ltd. a Mauritius CAPVENT As well as co-founder and managing partner of Capvent AG and headquartered emerging markets conglomerate and merchant Hannes Ambacher Capvent India Advisors Private Ltd, Tom is also a member of the banking group currently with investments in the real estate, utilities, Head of Institutional Banking & Private Equity firm’s investment committee. He has more than 17 years of direct agribusiness, TMT and consumer goods (FMCG, retail and durables) industries in and fund investment experience with growth companies in the US, private equity the CEE, Asiapac, Latam and Sub-Saharan Africa region. He holds the Aizkraukles BANK GUTMANN transactions in Europe and fund investments in Asia. Tom helped to develop the Banka chair in investment banking at the Riga Graduate School of Law in Latvia Hannes Ambacher has nineteen years’ professional experience, firm’s investment and due diligence process and has advised on all fund where his lecturing and research focuses on corporate and financial strategies for twelve of which are in private equity direct investments and investment opportunities. emerging markets. investment management. Prior to joining Bank Gutmann, Hannes co- founded Gamma Capital Partners (Vienna), a technology investments group, where he originated and executed direct investments. 10.45 Gunther Pamberg Coffee 14.40 President ALCYON 11.15 Günther B. Pamberg is the sole shareholder in Alcyon; a single family office based RETURN EXPECTATIONS in Switzerland. He has significant experience managing industrial companies in Which Regions Do LPs See Optimal Returns Coming Europe, North America, Australia and Japan. From 1968-1986, Gunther was the FUNDRAISING - LP managing partner of Comforto Group, an international manufacturer of office PERSPECTIVES From Over The Next Decade & How Are They Allocating furniture with plants in Germany, Switzerland and the USA. From 1962-1968, Accordingly? Gunther was Managing Director of Wella Australia Pty Ltd, a leading manufacturer Assessing The Fundraising Environment In Emerging • How do LPs position emerging markets in a portfolio? of body care products with responsibility for the Australian and Japanese markets. Markets: What Are LPs Investment Plans & Who Is • What is the correct framework for evaluating specific investments Investing Now? in these markets? Stephan Breban Moderator: • How much accumulated experience is needed to be able to make Director, Private Equity Gordon Hargraves good decisions? RUSSELL INVESTMENTS Stephan Breban is director of private equity at Russell Investments. He manages Partner Moderator: Russell’s research into private equity and the selection of managers for clients. In RHO FUND INVESTORS John Otterson, Partner addition to manager research and selection, he manages the construction of Gordon Hargraves has been actively investing in private equity since private equity portfolios, overseeing the exposure to different sectors to ensure 1993. He is a Partner with Rho Fund Investors ("RFI") and has overall SVB CAPITAL sufficient diversification across sectors, markets and geographies, as well as responsibility for its activities. Since 1981, RFI has successfully John is responsible for SVB Capital’s limited partner relations and is a managing the level of commitments to achieve the desired level of investment. In committed to, and realised substantial returns from, over 170 venture capital and managing director and investment committee member on several of addition to his responsibilities at Russell, Stephan sits on the Advisory Boards of specialised growth buyout funds throughout the world. Prior to joining Rho in its funds. John joined SVB Capital in 2001 and brings with him over three private equity funds. 1999, Gordon was responsible for developing and managing the private equity 21 years of venture capital, private equity and investment banking programme at the National Bank of Kuwait in New York, which included leading experience. Before joining SVB Capital, he served as a member of SVB’s 17.00 direct investments, co-investments and fund investments. Corporate Finance Division, facilitating origination efforts for emerging technology companies across the U.S. End of Summit Anselm Adams, Director, PECA Anselm is the Managing Director of family office Adams Capital Neil W. Harper Partners, and advisor through Private Equity Capital Advisers Limited Managing Director Do You Want To Join Our Prestigious of a fund managing over US$ 100 M in private equity assets: fund-of- MORGAN STANLEY ALTERNATIVE INVESTMENT funds, funds and direct investments. He has more than 18 years’ Line-Up Of Speakers? experience in private equity, venture capital and investment banking. MANAGEMENT Neil is a Portfolio Manager and member of the Investment Please contact James Roberts on Committee for Morgan Stanley Alternative Investment Partners, [email protected] Charles Stucke, CIO Morgan Stanley's Private Equity Fund of Funds group managing approximately GUGGENHEIM INVESTMENT ADVISORS $7bn across primary and secondary fund interests, and direct co-investments. Neil or Tel: +44 (0) 20 7017 7944 Mr. Stucke is a Senior Managing Director of Guggenheim Partners, leads EMEA investment activities from the London office and has 20 years of the head of external manager research across Guggenheim entities relevant industry experience. and the Chief Investment Officer of Guggenheim Investment Advisors, a global multi-family office and investment advisory Johnathan Seeg practice. Prior to joining Guggenheim in 2006, Mr. Stucke served as an Executive "What a great conference....It was a big privilege and Director on the Portable Alpha Team at Morgan Stanley Alternative Investment Managing Director Partners (Morgan Stanley AIP) where he opened and managed the firm’s London- BLACKROCK PRIVATE EQUITY PARTNERS enormous pleasure to participate. Having worked in based European alternative investments research office. Mr. Stucke has worked in Johnathan Seeg is a Director of BlackRock Private Equity Partners. Emerging Markets for most of my life, I commend the alternative investments, private equity, mezzanine, structured debt and He is a principal and investment manager in the London office. Mr. SuperReturn for bringing together such Seeg is responsible for developing and executing fund strategy as interest rate derivative markets in Chicago, New York, London, Philadelphia, Berlin knowledgeable investors to focus on such relevant and St. Louis. well as overseeing the sourcing, due diligence and monitoring of private equity fund commitments, direct co-investments and secondary transactions. Mr. Seeg's issues in a variety of thought-provoking formats" Pierre Fortier, Vice President, Funds, Private Equity service with the Firm dates back to 1999, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Patricia Dinneen, Managing Director CAISSE DE DEPOT ET PLACEMENT DU QUEBEC he was a principal on the US investment team of Private Equity Partners and also Pierre Fortier was appointed Vice-President, Funds, in 2004. His managed the team's institutional investor relations activities in the Americas. Prior SIGULER GUFF mandate is to develop and manage a portfolio of investments in to joining MLIM in 2003, Johnathan was a Vice President at Merrill Lynch where conjunction with fund managers. He formulates development and he held several positions in Corporate Strategy, including responsibility for investment strategies in co-operation with the private equity teams. strategic venture capital investments. Mr. Fortier is also responsible for his unit’s network of partners.
4 To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com SR EM b 2011_SuperInvestor 08 01/03/2011 14:01 Page 5
Monday 27th June 2011 Asia Summit
09.00 11.50 Brian Lim Coffee & Registration Principal INDIAN INFRASTRUCTURE PANTHEON VENTURES 09.15 Building On The Urgent Need For Infrastructure Brian focuses on the sourcing, selection and monitoring of private Chair’s Opening Address & Welcome equity funds in Asia at Pantheon. He was previously a portfolio Development: What Projects Are Available & How Are director with CDC Group, the emerging markets specialist, where he 09.30 These Being Structured To Appeal To International LPs? helped build their Asian portfolio and sat on a number of private equity and other Anil Ahuja fund advisory boards in the emerging markets. Prior to that, he was with Watson Wyatt where he advised institutional investors on private equity selection and PAN ASIAN OVERVIEW Managing Director & Head of Asia investment strategy. 3i Determining The Value Of Regional Diversification – How Anil Ahuja joined 3i in April 2005 and has more than twenty years of To ny L u h Do Country Specific & Regional Funds Compare? international financial services experience. Anil is one of the earliest Veronica John Private Equity investors in India, with over 10 years’ investment Founding Managing Partner experience. He leads 3i’s investment teams to deliver 3i’s strategic objectives DFJ DRAGONFUND CHINA President & CEO across Asia, working with 3i’s local business heads in China, Singapore and India. Tony C. Luh is one of the founding managing directors at DFJ IDFC CAPITAL Prior to joining 3i, from 1997 to 2005, Anil worked at JP Morgan Partners Asia, DragonFund. He possesses experience in investments at all stages Veronica L. John joined IDFC Capital as a CEO in February 2008. overseeing the investments in the Indian market. Prior to that, from 1986 to 1997, of development in the East Asia region. Tony has over 20 years of Presently, she is in the process of setting up a global emerging Anil worked with Citibank Mumbai. experience in capital markets, sales, strategic alliances and new business markets fund of funds business. Ms. John is a long-standing investor development. Prior to DFJ DragonFund, Tony was a managing director with in emerging markets private equity funds in Asia. She has over 20 years of DragonVenture which he co-founded in 1999. experience in international business and finance encompassing fund Raja Parthasarathy management, direct private equity investing, project management, privatisation, Partner 15.20 and investment banking with a regional emphasis on Asia, Russia, Central Asia IDFC PRIVATE EQUITY and Central Europe. Mr. Raja Parthasarathy is a Partner with IDFC Private Equity, an Afternoon Tea Indian infrastructure focused private equity manager which manages 10.00 US$1.3 billion across three funds. Mr. Parthasarathy is currently on 16.00 the boards of Manipal Universal Learning, Green Infra Limited, International ASIAN LP PANEL Recreation Parks, Windforce Management Services Limited and Moser Baer Solar. SOUTH EAST ASIA He previously served on the board of Manipal Health Systems. How Are Regional LPs Responding To The Enormous Capitalising On The ASEAN Consumer Story: Growth Of The Asian Market? Do LPs View Private Equity 12.30 Understanding A Diverse Marketplace & Identifying How Investment As The Best Method For Generating Capital In Lunch LPs Can Find The Best Managers This Market? • A discussion on the importance of having a local understanding Moderator: • How to work with local entrepreneurs and understand the nuances 14.00 Ian Johnson between different areas • How to get the best of both worlds when dealing with local teams Managing Director CHINA RMB V. USD FUNDS and foreign expertise HELMSMAN CAPITAL Ian was a co-founder of HFM in 2002, an Australian based special Can Foreign LPs Still Access The Best Deals In China? Douglas Clayton situations fund, where he is a Managing Director and Principal. Prior How Are Managers Structuring Dual Currency Funds In to this he was retained by Macquarie Bank to manage distressed Order To Reduce Conflict Of Interest? CEO investments and with Sumitomo Trust in Australia in corporate, project and LEOPARD ASIA structured finance. Moderator: Leopard Capital is a frontier markets investment specialist and Yo rk C h e n manages Cambpdia's first and largest investment fund, Leopard Doug Coulter Founding Managing Partner Cambodia Fund. The fund holds eight investments in Cambodia and iD TECHVENTURES Laos covering mobile telecoms, renewable energy, power grids, banking, Head of Private Equity, Asia Pacific microfinance, beer brewing, seafood processing, and housing. Leopard Capital is LGT CAPITAL PARTNERS York has been one of the most active venture capitalists in China for 10 years. He initiated and set up the iDT VC operation in China in now preparing a follow-up fund as well as separate funds for Sri Lanka and Doug Coulter joined LGT Capital Partners in early 2007 to lead its early 2000. He was termed by the media as a “VC Evangelist” and Bangladesh. Asia Pacific private equity investment activities. Prior to LGT, Doug “VC Scholar”, sharing his deep observations and advice on China VC to peer was a Senior Investment Officer for the International Finance groups at home and abroad. Before 2000, York was a board member of Singapore Corporation (the direct investment arm of the World Bank), based in Hong Kong Henry Nguyen listed Acer Computer International Ltd. and responsible for sourcing, structuring, monitoring and exiting Asian Managing General Partner investments in the TMT, retail & consumer and life sciences sectors. IDG VENTURES VIETNAM Ivo Naumann IDG Ventures Vietnam is a private equity fund and has focused on Kit Jong Tan Managing Director early and growth stage investments in the consumer, media, and ALIX PARTNERS technology sectors in Vietnam since 2004. Prior to joining IDG Managing Director Ventures, Henry was a technology equity research analyst at Goldman Sachs and EAGLE ASIA PARTNERS Ivo is a Managing Director responsible for the leadership of the AlixPartners business in the Greater China area. In his work he was a co-founder of S2S Medical Publishing and Medschool.com. Henry currently Mr. Tan is a founding member and Managing Director of Eagle Asia focuses on working with financial investors in China and surrounding serves on the board of VC Corporation, Goldsun FocusMedia, VinaPay, VatGia, Partners, an independent fund of funds management firm that countries helping them to assess investment opportunities and to improve the Vega Technologies, and Operation Smile Vietnam. focuses on PE investments in the Asian region. He is responsible for financial performance of investments in Asia-Pacific. He has a distinguished record the firm’s investment strategy and activities, including deal sourcing, due diligence of achieving high-impact performance improvements for portfolio companies in and investment execution. Pote Videt Asia. Ivo has lived in Asia for over 16 years and is a guest lecturer at three Managing Director business schools in Shanghai. He co-authored a book on the Chinese banking Rebecca Xu system and is a regular commentator on Asian business affairs in international LOMBARD INVESTMENTS Co-Founder & Managing Director media, including Wall Street Journal, Financial Times, CNBC, Bloomberg, and Pote Videt is Managing Director of Lombard Investments with others. primary responsibility for overseeing investments in the Southeast ASIA ALTERNATIVES Asia region. Previously, Mr. Videt was Managing Director of Credit Ms. Xu leads Asia Alternatives’ Beijing office and is also a part of the Suisse First Boston responsible for Southeast Asia, and Managing Director of Hong Kong office. She is on the Firm’s Investment Committee and Jim Hildebrandt Goldman Sachs in Hong Kong. leads Asia Alternatives’ investments in expansion and growth capital Managing Director funds, focusing mostly on China, India and South East Asia. Prior to starting Asia 16.30 Alternatives, Ms. Xu was a Senior Investment Officer at the Funds Group of the BAIN CAPITAL ASIA Mr. Hildebrandt joined Bain Capital in 2005 as a Managing Director. International Finance Corporation (“IFC”), the private sector investment arm of Prior to joining Bain Capital, Mr. Hildebrandt was a Partner at Bain & the World Bank Group. There, she had the primary responsibility of leading IFC’s INDONESIA Company, where he worked for 18 years, helping to establish the fund investing and portfolio supervision in Asia for over six years. Asian offices in China, Southeast Asia, Korea and Australia. Mr. Hildebrandt had Asia’s Biggest New Growth Story: How Are Local GPs regional responsibility for the Asian Private Equity Practice, as well as the China 10.45 Capitalising On Growth Opportunities To Produce and Southeast Asia Financial Services Practice. Previously, Mr. Hildebrandt was a Superior Returns? Coffee lawyer at Bennett Jones in Canada, focusing on securities and corporate law. Patrick Walujo 11.10 Stuart Schonberger Co-Managing Director & Co-Founder Managing Director NORTHSTAR PACIFIC INDIAN DEAL FLOW & Patrick Walujo is co-founder and co-managing director of Northstar CDH Equity Partners, a leading private equity fund with primary focus on VALUATIONS Stuart Schonberger is one of the founding partners of CDH China Indonesia. Northstar is the Indonesian Partner of Texas Pacific Group, Management Company Limited and is the head of the firm’s investor one of the world’s leading private equity funds. Before co-founding Northstar, Mr. What Value Does Private Equity Bring To Indian relations activities. He is the principal liaison between the investment Walujo was Senior Vice President of Pacific Century Group in Tokyo, Japan. Prior Entrepreneurs In An Environment Of High Valuations & team and the firm’s nearly 100 global institutional investors and regularly to working at Pacific Century Group Japan, he was an associate at the investment participates in investment team meetings. Founded in 2002, CDH Investments is banking division of Goldman, Sachs & Co., in London and New York. Strong Public Markets? Can Private Equity Compete As A an international US$3 billion alternative investment fund manager focused on Source Of Capital? China. Sandeep Reddy Kay Mock Founder & Managing Director Founding Partner 14.40 SARATOGA CAPITAL PEEPUL Prior to founding Saratoga Capital, Kay Mock was with the Peepul Capital is an India-centric private equity investor with Government of Singapore Investment Corporation (GIC) from 1989 to investments focused on execution-risk and have spanned early stage, CHINA 2006. Prior to his departure, he was a Senior Vice President in charge growth and buy-out opportunities in its chosen domains across the of GIC’s private equity investments in Japan, Korea and Indonesia. sectors of technology products & services, media & entertainment, consumer How Can LPs Choose Among The Proliferation Of Chinese products & services and specialised engineering. Sandeep has been one of the Fund Managers? What Is The Best Investment Strategy: 17.00 early participants in the rapidly evolving Indian Private Equity industry having been Fund Of Fund, Local Mega Funds Or First Time Managers? active for a decade. Moderator: End Of Summit Robert Petty Koppisetty Srinivas Managing Partner & Co-Founder Managing Partner CLEARWATER CAPITAL PARTNERS BTS INVESTMENT ADVISORS Rob Petty is Managing Partner and Co-Founder of Clearwater Capital Mr. Srinivas is Vice Chairman and Managing Partner of BTS Partners, and a member of the firm's Investment Committee. "I have always enjoyed being at Investment Advisors Private Limited, which belongs to the BTS Turnarounds and restructurings in Asia have been the focus of Mr. Group of Switzerland. He has been associated with the Indian Petty’s 26-year career. His previous experience encompasses roles at Amroc SuperReturn conferences. The participation Venture Capital and Private Equity Industry since 1990 and worked with two early Investments LLC, Peregrine Fixed Income Ltd, and Lehman Brothers Holdings, of both LPs and GPs from a wide range of stage funds prior to joining BTS group. BTS is presently managing the Swiss Inc. Mr. Petty serves on the boards of three Clearwater portfolio companies, the Technology Venture Capital Fund and the BTS India Private Equity Fund. The Swiss Emerging Markets Private Equity Association and EngenderHealth (a non-profit). different stages of private equity investments Tec is sponsored by the Swiss Government and has been investing in India since provides a balanced perspective on the issues 1997. It has invested into 19 companies across various segments including David Pierce Pharmaceuticals, Engineering, Manufacturing, Textiles and Services. in the private equity industry. I was very CEO pleased with the networking. Congratulations Gopal Jain SQUADRON CAPITAL As well as being the Chief Executive Officer of Squadron Capital, Mr for another event well done!" Founder & Managing Director Pierce is also currently Vice Chairman of the Hong Kong Venture GAJA CAPITAL PARTNERS Capital & Private Equity Association, a board member of ACCION Lay Hong Lee, Managing Director, EAGLE ASIA PARTNERS Gaja Capital Partners is an India-focused mid-market private equity International and a member of the Advisory Committee on International Economic firm and is one of the few indigenous and independent private equity Policy, US Department of State. firms in India. Gopal has been investing in Indian equities from an early age and has been a professional investor in the Indian capital markets for over 18 years. He has to date made over 20 private equity investments.
To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com 5 SR EM b 2011_SuperInvestor 08 01/03/2011 14:01 Page 6
DAY Tuesday 28th June 2011 1 Main Conference
08.30 Representing China: Álvaro Gonçalves, Co-Founder & Managing Partner Coffee & Registration Rebecca Xu STRATUS GROUP Co-Founder & Managing Director As a founding partner and CEO of Stratus Group, Álvaro Gonçalves leads 08.45 the firm’s Investment Committee and has extensive experience in the ASIA ALTERNATIVES Brazilian investment environment. Formerly MD of Pactual Electra Capital Chairman’s Opening & Welcome See biography on page 3 Partners, a private equity fund jointly sponsored by Electra (UK) and Banco Pactual (Brasil), he previously led turnarounds and several 08.50 acquisitions and divestitures in corporate officer capacities (CEO/CFO) and also served at Boards of Directors in Brazilian and multinational companies. Gonçalves chaired the 10.20 Board of the Brazilian Private Equity Association from 2004 to 2006. In 2010 he was LP PANEL appointed to the Board of LAVCA (Latin America PE/VC Association) and to the Accessing The Extraordinary Growth In Private Markets In TURKEY Advisory Council of EMPEA (Emerging Markets PE/VC Association). Emerging Economies: Which Assets Are Available, Where Building On The Platform Of Successful Economic Martin Escobari Is Investment Most Needed & How Can You Use This Restructuring Of The Past Decade: What Is The Capacity Managing Director Information To Construct A Private Markets Portfolio? Of The Local Private Equity Market & What Will Future ADVENT INTERNATIONAL Moderator: Deal Flow Look Like? See biography above George Siguler Moderator: Daniel Morgan, Director Piero Minardi, Partner, GAVEA INVESTIMENTOS Managing Director & Co-Founder ADVENT INTERNATIONAL Piero Minardi joined Gávea Investment Funds in July 2006 and became a Partner in SIGULER GUFF Daniel Morgan joined Advent International in January 2008 and is December 2006. Piero has extensive private market experience in Brazil, having held Siguler Guff is a multi-strategy private equity investment firm with head of the firm’s Istanbul office. He has over 14 years of private senior positions in management consulting, corporate finance, strategic mergers & over $8 billion in assets under management. Mr. Siguler is equity experience. Prior to Advent, he worked for two years as a acquisitions and private equity. Before joining Gávea, Piero was a Principal with Darby responsible for directing the firm’s investment strategy and is the Chief Director of Kaupthing Bank’s Principal Investment team within the Overseas Investments (2001-2006) with primary private equity investment Investment Officer. Mr. Siguler also co-founded the first private equity fund in bank’s specialist private equity division. Before Kaupthing, he spent nine years responsibility for Brazil and South America. Prior to Darby, he held Principal positions Russia, Russia Partners Management, a subsidiary of Siguler Guff. Prior to with 3i in London and Stockholm in venture capital, growth and buyout positions. with Baring Private Equity Partners and AIG Capital Partners (1999-01) and served as founding Siguler Guff, Mr. Siguler was a Managing Director and head of Director of M&A at Grupo Bunge, covering Brazil, Argentina, Venezuela and the US PaineWebber’s Private Equity Group from 1991 until Siguler Guff became José Romano, Head of Turkey (1996-99). Piero has also served as an Investment Banker at Banco Pactual (1995-96) independent in 1995. EUROPEAN INVESTMENT FUND and as a Senior Associate with McKinsey & Co. (1990-93). José Romano heads the Istanbul Venture Capital Initiative (a EUR Simon Moss 160M fund-of-funds programme) and is responsible for EIF’s Turkish 11.50 Head of Europe operations. In this role, he focuses on providing access to finance to small and medium enterprises in the EU and Accession countries by KEYNOTE ADDRESS HERMES GPE developing and implementing programmes that meet the needs of the market Simon is responsible for all manager relationships in Europe and for while generating a return on investment. Prior to EIF, José was a Manager at the Portfolio Construction Using A Risk Factor Based coordinating the analysis, due diligence and monitoring of all Emerging Markets Group of Deloitte & Touche where his principal responsibility Approach: The Role Of Emerging Markets Private Equity European investments. was co-managing a EUR 25M fund. He also led several investment advisory projects, principally in Nigeria, the Middle East, and Latin America. Before that, he Within A Diversified Multi-Asset Class Portfolio Peter Keehn worked briefly at private equity adviser Actis, and as a management consultant at Mark Taborsky, Portfolio Manager Global Head of Private Equity PricewaterhouseCoopers. PIMCO Mark Taborsky is an Executive Vice President and Portfolio Manager ALLSTATE INVESTMENTS Seymur Tari, CEO, TURKVEN Allstate Investments manages more than $120bn in assets on behalf in PIMCO’s Newport Beach office, responsible for PIMCO's global Seymur is a founder of Turkven, the leading alternative asset asset opportunity strategy within the asset allocation group. Prior to of insurance and pension clients. Peter leads a team that manages manager in Turkey. The Firm manages EUR500 million in private Allstate’s $2.7bn portfolio and invests $600-$700 million annually in joining PIMCO in 2008, he was the managing director of external management at equity and real estate with over 20 investment professionals based Harvard Management Company. In this capacity, he managed the majority of funds and direct investments from offices in Chicago and London. He is also CEO in Istanbul. Seymur formerly worked at McKinsey & Company in of Allstate Investment Management Ltd, Allstate’s UK-based investment affiliate. Harvard's external manager relationships across asset classes. Before Harvard, Istanbul and at Caterpillar Inc. in Geneva. Seymur represents Turkven Mark held a number of senior roles at Stanford Management Company, lastly as on the Boards of Mavi (Apparel retail), Tekin Acar (Cosmetics retailer), managing director of absolute return, fixed income, and internal trading. He also David Turner Provus (Credit card processing), Trendtech (Mobile services), Pronet (Electronic has experience as a senior trader and strategist at commodities trading advisor Managing Director & Head of Private Equity security services), NGM (Out-of-home advertising) and Roma (Furniture parts). John W. Henry & Company and in senior trading, portfolio management and THE GUARDIAN LIFE INSURANCE COMPANY OF strategic capacities at two hedge funds and a fixed income manager. Mark has 18 Serkan Elden, Managing Director & CEO Eurasia years of investment experience. AMERICA PINEBRIDGE INVESTMENTS David joined Guardian's Investment team in June 2007 to lead the Serkan Elden is a Managing Director of PineBridge’s private equity roll-out and development of their private equity investment initiative. business in the Gateway markets of Turkey, the Middle East, 12.20 With over 25 years’ experience in private equity investing and portfolio Russia/FSU and Africa. Prior to that, Elden was the CEO of Fintur, a management, David has originated and led 95 investments valued at $4.8 billion US$1.2 billion multi-country Eurasian telecom co with c8.5 million BEYOND BRICS and managed portfolios totaling $17.5 billion in cumulative commitments. These subscribers, where he led the acquisition of MCT Corp, doubling the regional investments include venture capital, buyout and special situation partnerships and portfolio of the company. Elden was actively involved in the development of the How Are LPs Assessing Opportunities & Managers direct and co-investments in early, growth and later stage middle market regional private equity industry; with his management roles at AIG’s funds in companies. David has led investments in the U.S. domestic market as well as Turkey and Silk Road countries and his role as a Senior Investment Officer of the Outside Of The Core BRIC Economies? How Will They developed and emerging international markets. U.S.-Government backed Enterprise Fund. He carried several of his investments Invest In The Next 5 Years? to public markets, including the London-listed oil & gas junior, Burren Energy, and Moderator: Janusz Heath, Managing Director & Head of Koonal Gandhi Istanbul-listed Galatasaray Sportif, a sports marketing JV between Galatasaray Asset Management, CAPITAL DYNAMICS CIO Football Club and AIG. Janusz is a Managing Director in the Investment Management team at Capital Dynamics and has over 26 years of private equity KAISER FAMILY FOUNDATION Selcuk Yorgancioglu See biography on page 4 experience. Janusz has a leading role in developing the firm’s Senior Partner emerging markets expertise and during his tenure as head of Asset ABRAAJ CAPITAL Management, he was instrumental in building the Asset Management team at a time of substantial growth for the firm. Prior to joining Capital Dynamics, he was 09.20 Selcuk started his career at Interbank in Turkey as a management trainee in 1992. Between ‘92 and ‘98 he worked for ABN AMRO head of Central & Eastern European private equity at Allianz Specialized Group out of Amsterdam and London as part of the Emerging Investments (formerly Dresdner Kleinwort Capital), having previously been deputy KEYNOTE ADDRESS Markets Investment Banking Group. His last job there was with Equity Capital chairman and managing director of PTP-Kleinwort Benson. Speaker & Topic tbc Markets JV, ABN AMRO-Rothschild in London. Throughout this period, Selcuk focused on Emerging Europe, worked on transactions and built connections in Yvonne Bakkum, Director of Private Equity, FMO Yvonne Bakkum has been the Director of Private Equity at FMO (the 09.50 Turkey, Russia, Kazakhstan, Poland, Czech Republic, Hungary, Poland and Romania. Between ‘98 and 2000, Selcuk served as an Executive Vice President and head of Netherlands Development Bank) since April 2007. FMO’s private investment banking at Finansbank Group in Turkey where he also served on the equity team manages a portfolio of both direct and fund investments THE BRIC DEBATE board of the Group’s asset management business. Between September 2000 and totalling more than EUR 800 mn in committed capital. The portfolio has grown significantly during recent years, notably in Africa. Since GPs Put The Case For Their Country Of Focus: Hear The March 2007, Selcuk worked for Deutsche Bank in London as a part of the senior management for Emerging Markets Investment Banking Team. 2009, FMO has placed increasing emphasis on investments in the Debate & Vote On The Winner financial sector, renewable energy and low income housing. Representing Brazil: Ihsan Sancay Nicholas Morriss, Managing Partner Martín Escobari Partner EMALTERNATIVES Managing Director GLOBAL CAPITAL MANAGEMENT Nick Morriss is a co-founder and Managing Partner of EMAlternatives, a ADVENT INTERNATIONAL Mr. Sancay is Partner at Global Capital Management Ltd, the global emerging markets private equity funds investor with offices in Martín Escobari joined Advent International in July 2008 and has five alternative asset management arm of Global Investment House Amsterdam, Shanghai and Washington, DC. Trained as a UK Chartered years of private equity investment and advisory experience, and (Global). He has over 13 years of experience in private equity and Accountant (Price Waterhouse), Nick became an investment banker in seven years of senior management operating experience. Before corporate finance. Mr. Sancay has vast experience of private equity investments, London with Barclays de Zoete Wedd and later Partner in charge of international joining Advent as a Managing Director, he was an Advent Operating Partner investment management, valuations, M&A, project finance and financial due M&A and Privatization with Coopers & Lybrand, New York. Nick has also lived for working on the creation of International Meal Company (IMC). Prior to Advent, diligence. Mr. Sancay began his career on the M&A side advising major financial significant periods of time in South Africa, Poland and Hungary. Martín was a co-founder and CFO of Sumbarino.com, Brazil’s leading online and strategic companies in US, Europe and CIS. He then spent the rest of his retailer, where he participated in the initial fund raising and then led the career in the private equity industry and completed transactions in different Carole Maman, Manager Financial Sector, BIO company’s corporate development efforts including six acquisitions, IPO on sectors. He has also worked in providing project finance to portfolio companies Mrs. Carole Maman manages the Financial Sector Department of Bovespa and eventual sale to Lojas Americanas (US$1.6 billion transaction). through private placements or syndications and public listings in Alternative BIO, the Belgian Investment Company for Developing Countries. In Investment Market (London) and Istanbul Stock Exchange (Turkey). this function, she is responsible for BIO’s investments in financial Representing Russia: institutions (banks, leasing institutions and microfinance institutions) Michael Calvey 10.50 Morning Coffee and investment funds in Africa, Latin America and Asia. When she first joined BIO in 2003, she was in charge of developing BIO’s Senior Partner 11.20 nascent portfolio in Africa. She worked previously for the International Finance BARING VOSTOK CAPITAL PARTNERS Corporation in Washington DC in the Latin America department and in the Health Michael Calvey is the Founder of Baring Vostok Capital Partners, the BRAZIL and Education Department. largest private equity firm focused on Russia and the CIS. Baring Vostok's funds currently own 20 businesses with combined turnover What Opportunities Does Brazil’s Growth Story Present? Mark Richards, Partner, ACTIS of approximately $1.5 bn and operations primarily in the media, financial services, What Is Different This Time, & How Sustainable Are Mark joined Actis in 2006 and has overall responsibility for Financial IT and oil and gas industries. The firm is currently investing its fourth fund with Current Investment Trends? Services across Actis’ markets. Before joining Actis he spent 18 total capital of $1.4 bn. Baring Vostok is or has been a major shareholder in Burren years at Barclays Bank, where he held a number of senior roles Energy, CTC Media, Yandex, Volga Gas, Caspian Bank, Europlan Leasing, Golden Moderator: including Director, Group Corporate Development, Director, Group Telecom, Gallery Media, Sladco, Syktyvkar Forestry, VimpelCom and other leading Otávio Vieira Strategy and Chief Financial Officer of Barclays International Banking. CIS companies. Director of Investments His experience spans banking, insurance and asset management. SAFDIE GESTAO DE PATRIMONIO Representing India: Mr. Vieira is Director of Investments and Head of Fund Advisory Services 12.50 Archana Hingorani for the Safdié Group in Brazil. He began his career as a fixed income sales & trading associate. Later on, he performed the role of fixed income senior trader SPECIAL GUEST SPEAKER CEO & Executive Director for bank proprietary desks. After MBA graduation in the US, he made a transition for IL&FS INVESTMENT MANAGERS wealth management services. He was responsible for the creation and development of The Limits Of The Emerging Markets & Why We Shouldn't Dr. Hingorani has over 24 years’ experience in the financial services one of the largest companies in Brazil. Mr. Vieira joined Safdié Group in 2005. Write Off The West business, teaching and research. Her focus has been on private equity, project finance and financial structuring, with a specialisation Luiz Maia Will Hutton, Executive Vice Chair in infrastructure, manufacturing and real estate projects. Dr. Hingorani has been Managing Partner THE WORK FOUNDATION with the IL&FS Group for 16 years, and has worked on some of the pioneering BROOKFIELD BRAZIL CAPITAL PARTNERS Will Hutton is Executive Vice Chair of The Work Foundation, the most private finance transactions in India and has participated in negotiating and Luiz is a Managing Partner, focused on the Brookfield Brazil Capital influential voice on work, employment and organisation issues in the structuring project contracts, especially in the infrastructure and real estate sector. Partners Fund and is based in São Paulo. Prior to joining Brookfield in UK. Regularly called on to advise senior political and business figures Dr Hingorani’s focus over the last 14 years’ has been on private equity fund 2010, Luiz was the founding partner of Tripod Investments, a private and comment in the national and international media, Will is today management. She is one of the founding members of the IL&FS private equity equity/venture capital firm. Luiz spent two years as a partner and director at Rio Bravo one of the pre-eminent economics commentators in the country. He began his business and has overseen investments with an aggregate capitalisation value in Investimentos, in charge of private equity and wealth management activities. career in the city of London, as a stockbroker and investment analyst before excess of US$ 8.5 bn. Previously, he held various senior positions within the ABN AMRO Group and has also moving to the BBC, where he worked both on radio, as a producer and reporter, worked at Banco Sul America and Banco Mercantil de São Paulo. Luiz is a Director for and on TV as economics correspondent for Newsnight. Prior to joining The Work ANBIM and a Board Member of the Financial Planning Standards Board in the United Foundation, Will spent four years as editor-in-chief of The Observer, for which he States and Bovespa’s Sustainability Index. Luiz holds an MBA from Thunderbird School continues to write a weekly column. He also regularly contributes to The Guardian of Global Management and a bachelor’s degree in Civil Engineering from Universidade and the Financial Times. Mackenzie. 6 To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com SR EM b 2011_SuperInvestor 08 01/03/2011 14:01 Page 7
DAY Tuesday 28th June 2011 1 Main Conference
Mu-Shin Kim, Head of Private Equity Mohamed Semary, Partner, ABRAAJ CAPITAL 13.30 Lunch ASIAN DEVELOPMENT BANK Mohamed Semary has more than nine years experience in ADB is an international development finance institution whose investment banking and business development in the Middle East Plus! LP Hosted Lunch Tables mission is to help its developing member countries reduce poverty and North Africa (MENA). At Abraaj, his responsibilities involve and improve the quality of life of their people. Mr. Mu-Shin Kim is an building relationships with investors, ensuring continuous feedback investment officer of Asian Development Bank (ADB) where his and boosting value for clients, as well as identifying and securing Sign up to share lunch and informal conversation with the primary role is private equity funds operation. He leads new funds investment new investors in the region. He also develops and manages following LPs: across Asia, and monitors the funds portfolio of ADB. relationships with governments in the region.Before joining Abraaj, Mr. Semary Carole Maman, Manager Financial Sector, BIO held various positions in the MENA region, mainly at EFG-Hermes, the region’s biggest investment bank. While serving Western and Arab institutional clients on David Turner, Managing Director & Head of Private Equity George Coelho, Managing Director, GOOD ENERGIES the bank’s securities brokerage desk, Mr. Semary earned the ‘Best Broker in THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA Good Energies is a leading global investor in clean energy project Egypt’ award from Reuters. development, technology and related services. George Coelho was formerly with Balderton Capital (formerly known as Benchmark 15.15 VIP Lunch Table Hosted By: Capital, Europe), which he co-founded in 2000. Before founding Will Hutton, Executive Vice Chair, THE WORK FOUNDATION Benchmark Capital, Europe, he led all of Intel Corporation’s strategic venture capital investment activities outside the U.S. In addition, AGRIBUSINESS 14.20- 14.40 George is co-President and Member of the Board of Directors of the UK chapter of TiE (The Indus Entrepreneurs). With High Food Prices & Growth Opportunities In Most Delegate QuickFire Showcase Emerging Markets, Is Agribusiness A Sector That Cannot Your chance to present your fund to the SuperReturn Emerging Markets Fail & How Can GPs Produce Superior Returns In This audience in 90 seconds flat Guy Turner, Director Carbon Market Research, BLOOMBERG NEW ENERGY FINANCE Sector? (Sign-up details to be sent to registered delegates 2 weeks prior to the With over 15 years’ experience as an analyst and consultant Guy has Neil Crowder, CEO, CHAYTON CAPITAL conference). worked extensively in the field of environmental economics, climate Neil is Chief Executive Officer of Chayton Capital, having change, renewable energy and emissions trading. Guy has spent much joined from Goldman Sachs where he was a Partner LP judging panel includes: of his career analysing the theoretical and practical application of Managing Director. Most recently, Neil was Co-Head of Gordon Hargraves, Partner, RHO FUND INVESTORS market based instruments, in particular tradable allowances. He has advised European Research and Co-Chief Operating Officer of the numerous companies on the business implications of the Kyoto mechanisms and Yvonne Bakkum, Director of Private Equity, FMO the EU ETS, and has worked for several governments to help design and implement Global Investment Research Division. Additionally, he served emissions trading schemes. At Bloomberg New Energy Finance Guy directs the on the firm’s Commitments Committee. Prior to Goldman Sachs, Neil Stream A company’s research to provide detailed insight into the world’s carbon markets. worked for American Express and St. Paul Companies gaining both Asia direct and indirect real estate investment and workout experience. Tao Ren, Investment Officer, 15.45 Global Energy Efficiency and Renewable Energy Fund 14.45 EUROPEAN INVESTMENT BANK PAN-AFRICAN PANEL Dr. Tao Ren joined EIB in 2009. He was previously a senior business VIETNAM analyst at Yellow&Blue Investment Management BV and a Senior How Should LPs Approach Investment In The African CDM Project Manager at EcoSecurities Group PLC (now part of Reviewing Vietnam’s Economic & Investment Potential Carbon Acquisition Company, a JP Morgan subsidiary) Continent? Which Economies Provide The Best Don Lam, CEO Opportunities & How Do The Major Risks Compare VINA CAPITAL INVESTMENT MANAGEMENT Don Ye, Founder & Managing Partner, TSING CAPITAL Across African Markets? VinaCapital is an investment banking, fund management and real Tsing Capital, is the first cleantech capital management firm in China, Ian Anderson, Africa Programme Manager estate development company in Vietnam, founded in 2002, with managing several China Environment Funds, located at the Tsinghua THE GATSBY FOUNDATION experience in the emerging Vietnam market. It creates and delivers Science Park in Beijing. Mr. Don Ye founded the firm in 2001, which Ian manages the Gatsby Foundation’s programmes in value chain investment products, strategic financing, mergers and acquisitions has become the first and most prominent cleantech fund in China. In development, venture capital and microfinance. Prior to Gatsby, Ian services for industries in Vietnam. It manages US$ 1.8 billion and the three China, Mr. Ye was awarded “2010 Top 50 Venture Capitalist” (Forbes), was a manager at The Parthenon Group, a strategy consultancy, primary funds of the Vietnam Opportunity Fund, Vinaland and the Vietnam “40 China’s Most Powerful People 2009” (Business Week), the 2009 advising a range of private and public sector clients. Ian has lived and Infrastructure Fund are listed in London. “Green Investment – VC/PE Person of the Year”, and 2003 “Top Ten Best Venture worked in India with The Parthenon Group, in Ghana for development consultancy Capitalists” in China, etc. Technoserve and in Tanzania for a British NGO. 15.15 18.45 – 19.00 Martin Poulsen, Chief Private Equity Officer VENTURE CAPITAL Region Specific Champagne Roundtable Discussions AFRICAN DEVELOPMENT BANK IN ASIA SuperReturn Emerging Markets networking champagne roundtables Mr Poulsen joined the African Development Bank in September provide you with the ideal opportunity to meet with some of the key 2009. Between 2003 and 2009, at the European Investment Bank Lessons Learned From The US & Europe For Venture speakers in small groups of about 15 people, and discuss the hot (EIB), he led the EIB’s private equity investment activities in the Capital In Asia regions of the day. You will be able to choose between the tables and African, Caribbean and Pacific regions (03-06) and in renewable discuss current issues in a highly personal and interactive environment. energy private equity funds within the European Union (07-09). Prior to joining the Moderator: EIB, he was a member of the team that established Kennet Capital, one of Nils Rode, Managing Director & Each roundtable has a dedicated topic and leader, and participants are encouraged to share their questions and expertise. Europe’s leading early stage technology venture capital firms. Before switching to Co-head Investment Management private equity, as an employee of the Commonwealth Development Corporation ADVEQ MANAGEMENT (CDC), Mr Poulsen worked in Côte d’Ivoire and Swaziland, designing and building Nils Rode co-heads Adveq’s global Investment Management practice South East Asia: factories at CDC-owned agribusiness companies. across all regions and market segments. Nils is a member of Adveq’s Pote Videt, Managing Director, LOMBARD INVESTMENTS Executive Management Group and a member of the Investment Committee. Ziad Oueslati Before joining Adveq in 2005, Nils was a Vice President with private equity backed SkyOnline, a US-based IT and telecommunications company, where he worked in Poland: Co-founder and Managing Director the areas of finance and strategy from 2003 to 2005. From 1995 to 2002, Nils Sean Glodek, Director, DARBY PRIVATE EQUITY TUNINVEST AFRICINVEST was a management consultant with McKinsey & Company in Germany, where he Ziad Oueslati is the Co-founder and Managing Director of Tuninvest was the lead manager for several strategic, organisational and operational Russia: Africinvest Group, one of the leading pan-African Private Equity firms. improvement programmes for private and publicly listed companies in the Speaker tbc He has extensive experience negotiating equity and quasi-equity technology and financial services sector. operations and has been responsible for raising several private equity funds for a total of over $500 million. He is a board member of several North and Sub- Sudhir Sethi Mexico: Saharan African companies. Prior to co-founding Tuninvest Africinvest Group in Founder, Chairman & Managing Director Scott McDonough, Managing Director, ALTA GROWTH CAPITAL 1994, Ziad held different management positions at Citibank in Tunis. IDG VENTURES INDIA With over 29 years of technology industry experience that includes 18.30 – 20.00 Yemi Lalude over 8 years of venture investing experience, Sudhir specialises in Gala Networking Reception Managing Partner investing in young Indian technology companies including seed Your chance to relax with your peers after an intensive day’s sessions ADLEVO CAPITAL investments and helping them grow rapidly globally. Earlier, as head of Walden and networking. Take this opportunity to forge new business Adlevo Capital is a private equity firm with offices in Lagos and International India, Sudhir was a seed investor in Mindtree Consulting and served partnerships and expand your network of like-minded professionals. Johannesburg. It focuses on investments into service companies, on the Board for the first four years. Sudhir also served on the Advisory Board of with technology-enabled business models, in sub-Saharan Africa. Westbridge Capital (now Sequoia Capital) and on the Board of Advisors at N. S. Prior to founding Adlevo Capital, Mr. Lalude was a Principal at GGV Capital, a Raghavan Center for Entrepreneurship, IIM Bangalore. In addition to leading IDG Stream B leading Silicon Valley-based expansion stage venture capital firm focused on Ventures India, Sudhir serves on the Executive Committee of Indian Venture Middle East & Africa technology related investments in the U.S. and China. Mr. Lalude joined GGV from Capital Association, on the Board of UTI Ventures, Ascent Capital – a $350 million Siebel Systems where he managed the customer satisfaction product line. He PE fund and the Nasscom Regional Council. He also serves on the Board of started his career with Hewlett-Packard where he held engineering and leadership Emploi Globale, a global executive search firm. 14.45 positions in the inkjet printer business. Sonny Wu 16.15 Managing Director MIDDLE EAST Afternoon Tea GSR VENTURES How Do GPs Access A Diverse LP Base, Source Deals 15.45 Locally & Work With Family Businesses To Produce Plus LP/GP Structured Speed Networking Superior Returns? Pick up 15 business cards in 15 minutes! GPs get a chance to meet a Topic & Speaker tbc Christopher Ruth number of LPs, whilst LPs have the chance to evaluate a number of Managing Partner GPs very quickly. If there is a fit, you can follow up later. 16.15 NORTHERN GULF PARTNERS 17.00 Afternoon Tea Christopher Ruth is Managing Partner of Northern Gulf Partners, the leading investment firm focused on Iraq. Prior to joining NGP, he served as a partner of Halyard Capital, a private equity firm with SOUTH AFRICA Plus LP/GP Structured Speed Networking more than $600 million under management making growth equity and buyout Pick up 15 business cards in 15 minutes! GPs get a chance to meet a investments in the communications, business services, and media sectors. Mr. Accessing Growth In The Most Sophisticated & Largest number of LPs, whilst LPs have the chance to evaluate a number of Ruth's 18 years of experience on Wall Street include a broad variety of principal African Economy Which Is Increasingly Becoming The GPs very quickly. If there is a fit, you can follow up later. investing, advisory and capital-raising experience. Gateway To The Rest Of Sub-Saharan Africa Yahya Jalil, Head of Private Equity 17.00 – 18.00 Andrew Hunt THE NATIONAL INVESTOR Managing Director Mr. Jalil has over 12 years of experience in private equity and CLEANTECH EXTENDED mergers & acquisitions at leading financial services firms such as MARLOW Jefferies & Company, GE Capital and CSFB. As Head of Private Andrew is the Managing Director of Marlow Capital an independent WORKSHOP Equity at TNI, Mr. Jalil has made successful investments across the asset management and advisory firm, based in South Africa. Marlow MENASA region and created exit opportunities through negotiated private sales as provides specialist solutions to its clients and it has three principal What Does The Strength In Cleantech Emerging Market well as through IPOs, achieving compelling (>70% realised) IRR on fund’s businesses, private equity, mergers and acquisitions advisory, and capital raisings. Funds Mean For The Global Players & Their Investors? investments to date. He also represents TNI on the boards of Colliers International Andrew is responsible for day to day management of the private equity fund Led By: Martin Haemmig, Professor UAE, a holding company that controls TNI’s stake in L’Azurde, and acts as manager, the structuring and execution of all portfolio investments, investor STANFORD UNIVERSITY Chairman of NAS administration services. relations, and is a member of the Investment Committee. Dr. Martin Haemmig’s venture capital research covers 13 countries in Asia, Europe, Israel, and USA. He lectures and/or researches at Robert Wages, Head of Private Equity Ngalaah Chuphi Stanford University, UC Berkeley, INSEAD, UniBW Munich, ETH NATIONAL HOLDING Partner Zurich, as well as at China’s Peking, Tsinghua, Renmin, Fudan and Overseeing National Holdings’s private equity activities, Mr. Wages ETHOS PRIVATE EQUITY JiaoTong University, plus India’s Institute of Technology, Science and Management has over 20 years of private equity experience in a variety of sectors Ngalaah Chuphi joined Ethos in 1999. His eleven year period with in Delhi, Mumbai, Bangalore and Hyderabad. He is author for books on the across North America, Europe and the MENA region. Previously, Mr. Ethos has included direct involvement in five portfolio companies ‘Globalization of Venture Capital’ (English & Chinese). He was appointed at Wages served as the executive director for PE at Invest AD in Abu where he has played significant roles in business building, particularly Stanford-SPRIE as researcher and ‘Senior Advisor on Venture Capital’ and is the Dhabi, overseeing both direct and fund investments, and as a managing director in areas of strategy formulation and business restructuring in the engineering, advisor on venture capital & internationalisation for China’s largest science park of Castle Harlan in New York, a leading middle market buyout firm. franchising, retail and financial services sectors. His portfolio activities are backed (Zhongguancun). by over ten years of prior international management consulting and project finance experience in several countries.
To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com 7 SR EM b 2011_SuperInvestor 08 01/03/2011 14:01 Page 8
DAY Tuesday & Wednesday 28 & 29th June 2011 1/2 Main Conference
17.30 Dariusz Pronczuk Managing Partner Day Two: NORTH AFRICA ENTERPRISE INVESTORS Mr. Prończuk specialises primarily in the financial and construction Wednesday 29th June 2011 Tapping Into The Fascinating Markets Of Morocco, Tunisia services sectors, and is responsible for the firm’s operations in the & Egypt: What Opportunities Do The Growing Mid-Market Czech Republic. He has completed 20 investments at EI, including & Public Markets Provide? those in Lukas, Bauma, Comp Rzeszów (now Asseco), Magellan, Kruk and 08.30 ń Rania Gohar Skarbiec. Prior to joining EI, Mr. Pro czuk worked in consulting and was vice Coffee Investment Officer; Private Equity & Investment Funds president of the investment bank Hejka Michna. 08.45 IFC 15.45 Rania, an Egyptian national, is a seasoned professional with a Chairman’s Opening & Welcome distinguished career in asset management and equity investments in RUSSIA & CIS the MENA region. She is currently an investment officer at the 08.50 private equity and funds department at the IFC working on Sub-Saharan Africa and Benefiting From Low Valuations & A Resurgent Economy: the MENA region. Previously, she was at NAEEM Group, an Egypt based asset management company, where she was the Managing Director of the Asset Which Are The Best Sectors To Invest In & What Are The LP VIEWS ON Management Operations. Prior to joining NAEEM in 2005, Rania was the Risks? EMERGING MARKETS Assistant to the Chairman of the Egypt Mortgage Finance Authority for a short Henry Potter period. She started her career as a senior financial controller and cost accountant Partner Which Emerging Economies Will Produce The Best Long- at Johnson Wax Egypt. ALPHA ASSOCIATES Term Results In The Private Equity Space & Generate Henry Potter joined Alpha Associates in September 2008 from the Alexandre Alfonsi, Founding Partner Sustainable Deal Flow & Exit Opportunities? European Bank for Reconstruction and Development (EBRD) in Moderator: AXONIA PARTNERS London. Henry is a Partner at Alpha Associates, responsible for Alexandre is a Founding Partner of Axonia Partners, a private equity raising and investing Alpha’s private equity funds of funds in eastern Europe. Juan Delgado-Moreira, Managing Director and corporate finance advisory firm. Within Axonia Partners, Henry has extensive experience investing them in primary fund investments, HAMILTON LANE Alexandre specialises in advising private equity teams and secondary fund investments, and direct private equity investments in the region. Juan is a Managing Director on Hamilton Lane’s Investment Team organisations on their fundraising, secondary transactions and special Before joining Alpha, Henry worked at the EBRD for 14 years and was responsible based in the London office, where he oversees European operations situations worldwide (including Emerging Markets in particular), and has over 17 for a number of investments that the EBRD made both in private equity funds as and is responsible for due diligence of investment opportunities in years of relevant experience acquired in various professional settings well as directly into financial institutions and companies in Central & Eastern Europe. Prior to joining Hamilton Lane, Juan was an Investment Associate at internationally. Europe and Russia/CIS. Baring Private Equity Partners Ltd. in London, where he focused on mid-market private equity in Europe. 18.45 – 19.00 Lado Gurgenidze Region Specific Champagne Roundtable Discussions CEO Paul Newsome, Executive Director, Head of Investments – Private Equity, UNIGESTION See page 7 for details LIBERTY CAPITAL Lado Gurgenidze runs Liberty Investments, an investment company Paul Newsome is an Executive Director and head of Unigestion's private equity investment team responsible for the oversight of 18.30 – 20.00 investing in frontier market banks. Since September 2009, Liberty Investments turned around Liberty Bank, the fifth largest bank in primary fund investments, secondaries and co-investments globally. Gala Networking Reception Georgia, doubling its size and returning it to profitability. In 2007-2008 Lado served Unigestion is an alternative asset management firm with EUR 7 as Prime Minister of Georgia, leading the economy through the final stage of free- billion of assets under management, headquartered in Geneva with offices in Your chance to relax with your peers after an intensive day’s sessions market reforms, including tax cuts, financial services sector reform and aggressive London, Paris, New York and Singapore. Before joining the firm in 2002, he privatisation and liberalisation. In 2004-2007 Lado led the turnaround of Bank of worked at BancBoston Capital as an investment officer, making and managing and networking. Take this opportunity to forge new business venture capital investments in Europe. Earlier in his career, he was a finance partnerships and expand your network of like-minded professionals. Georgia, growing its market value from US$29 million to US$937 million. Prior to 2004, Lado worked at various investment banks in Eastern Europe and London. manager at Procter & Gamble.
Stream C 16.15 David Krasnostein, Head of Private Equity Central & Eastern Europe Afternoon Tea MLC PRIVATE EQUITY As the head of Private Equity for MLC, David Krasnostein heads up Australia’s oldest and largest private equity investor with a $4 billion 14.45 Plus LP/GP Structured Speed Networking global portfolio investing approx. $70 million annually. Prior to joining Pick up 15 business cards in 15 minutes! GPs get a chance to meet a MLC Private Equity in 2008, David was the Group Chief General CEE number of LPs, whilst LPs have the chance to evaluate a number of Counsel at National Australia Bank, where he worked from 1996. David has also GPs very quickly. If there is a fit, you can follow up later. won numerous awards, including the Global Counsel International Award (New What Will It Take To Bring Institutional LPs Back To The York) for Contribution to Pro Bono 2007 and The Prime Minister’s Award For Region? When, If Ever, Can The Region Deliver On The 17.00 Excellence in Community Business Partnerships 2002. Promise To Generate Emerging Markets Returns With Developed Market Risk? SECONDARIES Scott McCormack, Partner Anne Fossemalle, Director of Private Equity GRANITE CAPITAL MANAGEMENT Will Unfunded & Unwanted Commitments To Emerging Scott McCormack is a partner at Granite Capital Management, a New York-based THE EUROPEAN BANK FOR RECONSTRUCTION & Markets Made At The Height Of The Boom Generate A single family office where he oversees asset allocation and manager selection. He DEVELOPMENT Wave Of Secondary Deal Flow? began his career at Morgan Stanley and subsequently worked as a journalist in Anne Fossemalle has been the Director in charge of Equity Funds at Speaker tbc both the US and Europe. the EBRD since 2009. Previously, she was the Director, Bank Equity, responsible for EBRD’s direct investments in banks. Prior to this 17.30 appointment, she was a Senior Banker in the Financial Institutions group, where Brian Lim, Principal, PANTHEON VENTURES she led various debt and equity transactions with banks, and was responsible for See biography on page 5 EBRD’s relationship with international banking groups. She joined EBRD in 1993, SECONDARIES - as part of the Agribusiness Team, then the Hungary Team, from Crédit National in 09.20 Paris, where she was responsible for loans and equity transactions with large LP APPETITE French food companies Understanding The Appetite For Emerging Market PERFORMANCE Secondaries Amongst LPs – To What Extent Will Increased MEASUREMENT Thierry Bauden, Managing Partner Activity Fuel The Launch Of Dedicated Emerging Market MID EUROPA PARTNERS Secondary Providers? Does Emerging Market Private Equity Deliver Alpha? How Thierry is a founding Partner of Mid Europa Partners and chairs the Can Fund Performance Be Realistically Measured & How Investment and Management Committees of the firm. Thierry has led Pinal Nicum the Mid Europa team since its inception in 1999. Previously, he Partner Can You Accurately Adjust For Risk? headed the International Finance Division of the SUEZ Group and ADAMS STREET PARTNERS Miriam Schmitter, Managing Director held senior positions with the EBRD and the World Bank/IFC Group. Pinal joined Adams Street Partners in February 2010 to specialise in CAMBRIDGE ASSOCIATES the sourcing and execution of secondary investments. Previously, Miriam is a Managing Director in the London office. She heads the Petr Rojicek, Partner & CIO Pinal spent nine years at Coller Capital where he was responsible for firm's international private equity and venture capital research. Before originating and executing investments in the UK, India and Middle East. He has Miriam joined Cambridge Associates in 2005, she was an investment ALPHA ASSOCIATES manager of private equity fund investments at Allianz Private Equity Alpha Associates is an independent private equity fund-of-funds led a variety of secondary transactions including structured acquisitions of funds and directs portfolios, and has sat on fund Advisory Boards. Earlier, he led M&A Partners. She also worked as an investment professional at DB Capital Partners/DB manager based in Zurich, Switzerland, with USD 2bn assets under Investor, the direct private equity investment vehicles of Deutsche Bank. management. Alpha Associates builds and manages globally and strategy projects at Rank Group Plc, the UK leisure conglomerate, and qualified as a Chartered Accountant with Coopers & Lybrand, London. diversified private equity fund portfolios for institutional and private 09.50 investors, and is also the leading fund-of-funds manager for private equity in Central & Eastern Europe. Alpha Associates has managed over EUR 400 million Ken Sawyer private equity capital in Central and Eastern Europe and has completed over 50 Managing Director EMERGING MARKET fund and direct investments in the region since 1998. SAINTS CAPITAL COMPARISON Ken Sawyer is a managing director and founder of Saints. Saints is a Steven Buckley, Founding Partner venture capital and private equity firm founded in 2000 focused on Comparing & Contrasting Fund Performance Across INNOVA CAPITAL providing liquidity for investors and founders of private companies. Widely Differing Geographies, Economies & Cultures: Is Steven Buckley has 16 years’ experience in Private Equity. Innova The concept of creating a firm that provided liquidity for illiquid venture capital and This Necessary, Or Even Possible? Capital has advised five investment funds in Central & Eastern private equity investments met with a great deal of skepticism in 2000 but now € Europe. It has invested almost 500m in 40 companies across 10 enjoys popular acceptance and has demonstrated attractive returns for investors. 10.25 countries in the region. Mr. Buckley has led investments in Euronet Saints has acquired investments in over 200 companies. Today, Saints manages Worldwide, PolCard, Voxtel (Moldova), Dom Finansowy QS and Meritum Bank. He over one billion dollars which has been invested in companies in the technology, focuses on portfolio development and relations with Limited Partners. healthcare, consumer and industrial industries. In 2007, Saints had 7 IPO's (20% EUROPEAN LPs of the technology IPO's on NASDAQ in 2007) and 14 M&A events. 15.15 How Are European Family Offices & Private Banks André Aubert Accessing Emerging Market Private Equity & What Are POLAND-CEE’S BIGGEST Principal, Head of Secondaries Their Concerns & Expectations? LGT CAPITAL PARTNERS Moderator: SUCCESS STORY Mr. Aubert is a Principal at LGT CP. Prior to joining LGT CP in 2005, he was a Principal at Index Ventures, a pan-European venture capital Juan Delgado-Moreira How Are GPs Overcoming A Lack Of Leverage To Take firm, which he joined in 1999. At Index he focused on investment Managing Director Advantage Of Poland’s Strong Economy & Developing opportunities in the communications, semiconductor and embedded software HAMILTON LANE sectors. Prior to joining Index, he worked as a consultant for McKinsey & See biography above Appetite For Growth Capital? Company in the Zurich and Geneva offices, primarily in the telecommunications Sean Glodek, Director and banking sectors. Before that, he worked as a research assistant in the Anselm Adams DARBY PRIVATE EQUITY telecom laboratory of the University of Tokyo in Japan. Sean Glodek runs the Warsaw office of Darby Private Equity, Director currently investing a €210 million mezzanine and equity fund 18.45 – 19.00 PECA dedicated to CEE and Turkey. Prior to Darby, Sean was a Vice Region Specific Champagne Roundtable Discussions See biography on page 4 President in the Global M&A group at Lehman Brothers in New York. See page 7 for details Before Lehman, Sean was part of the M&A groups at Goldman Sachs and Deutsche Bank. Sean was also an investment professional at private equity firms 18.30 – 20.00 Hans Van Swaay, Partner, LYRIQUE Clayton, Dubilier & Rice and Ameriquest Capital. In the Internet days, he co- Hans van Swaay has more than twenty years’ experience in private founded Surplex AG, a B2B startup based in Germany. Gala Networking Reception equity as a Partner of Lyrique, as Head of Private Equity at Pictet & Steven Buckley Your chance to relax with your peers after an intensive day’s sessions Cie, as Managing Director of UBS Capital, as Managing Director of Founding Partner and networking. Take this opportunity to forge new business Merifin and as Partner of Lowe Finance. He has made investments INNOVA CAPITAL partnerships and expand your network of like-minded professionals. and co-investments with private equity funds worldwide; he has See biography above made direct investments in privately held companies in Switzerland, Germany, France, the United Kingdom and in the Netherlands.
8 To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com SR EM b 2011_SuperInvestor 08 01/03/2011 14:02 Page 9
DAY Wednesday 29th June 2011 2 Main Conference
Carlos Héneiné, Partner, QUILVEST 12.45 Ken Lehman, Managing Director Carlos Héneiné is co-head of Quilvest Private Equity in Emerging KENDALL INVESTMENTS Markets. As such he jointly manages the team at Quilvest that SPECIAL GUEST SPEAKER Ken Lehman is a Managing Director at Kendall Investments, LLC, a oversees PE Investments in Asia, Latin America, Eastern Europe as private equity fund-of-funds management company. Mr. Lehman’s well as Middle East and Africa. He is based in Dubai, where he also Super Returns From Super Connectors In A Globally work includes portfolio allocation, fund selection, due diligence, handles co-investor relationships with regional family offices and Connected World investment decision-making and performance analysis. Kendall’s institutions. Quilvest is the financial holding and family office of a clients include institutions, family offices and individual investors. Franco-Argentine industrial family, which was formed in 1917. Karen Stephenson, Corporate Anthropologist & President, NETFORM 17.00 Dr. Karen Stephenson, hailed in Business 2.0 as “The Organization Gunther Pamberg Woman”, is a corporate anthropologist and lauded as a pioneer and "leader President in the growing field of social-network business consultants." In 2007, she FUND STRUCTURING ALCYON was awarded the Star Award by the International Interior Design see biography on page 4 Association (IIDA) for her contributions to the workplace. She was also How Will LPs’ Increased Concerns Regarding Volatile one of only four females recognised from a distinguished short list of 55 in Random Currencies, Changing Regulations & Tax Impact Emerging House’s 2007 Guide to the Management Gurus. In 2006, she was awarded the first 10.55 Houghton Hepburn Fellow at Bryn Mawr College for her groundbreaking contributions Market GPs? How Might GPs Structure Funds Differently Morning Coffee to civic engagement. In 2001, her consulting firm Netform was recognised as one of In The Future? the top 100 leading innovation companies by CIO. Her prominence catapulted in 2000 11.15 when she was featured in a New Yorker article by Malcolm Gladwell, regarding the social dynamics of office spaces. 17.30 – 19.00 FRONTIER MARKETS 13.30 – 14.30 Lunch Gala Networking Reception Do The Rewards Justify The Risks In Frontier Markets? Your chance to relax with your peers after an intensive day’s sessions and networking. Take this opportunity to forge new business What Successful Exit Strategies Can Managers Use To Plus! ‘Meet The LP’ Hosted Lunch Tables partnerships and expand your network of like-minded professionals. Build A Credible Track Record In These Countries & Sign up to share lunch and informal conversation with the following LPs: Regions To Move Towards More Commercial Investment? David Krasnostein, Head of Private Equity 19.00 End Of Day Two Moderator: MLC PRIVATE EQUITY Patricia Dinneen Paul Newsome Managing Director Stream B Executive Director, Head of Investments – Private Equity Hot Sectors & Asset Classes SIGULER GUFF UNIGESTION See biography on page 4 Carlos Héneiné, Partner, QUILVEST 14.30 Rod Evison, Managing Director, Africa & Latin America Plus! VIP Lunch Table Hosted By: CDC MEZZANINE CAPITAL Rod is the Managing Director for Africa and Latin America with CDC Karen Stephenson, Corporate Anthropologist & President Group Plc, the UK Government’s fund-of-funds for the emerging NETFORM Understanding The Extent Of The Use Of Mezzanine markets, which has a particular focus on frontier markets in Africa Capital Within Emerging Markets and Asia. Rod has responsibility for CDC’s portfolio of private equity Stream A funds in Africa, where CDC has committed $1.7bn to around 40 African private Latin America equity funds. Rod joined CDC (then called the Commonwealth Development 15.00 Corporation) in 1992. Chaired By: INFRASTRUCTURE William Pearce Olaf Neubert, Managing Partner, HEDGES CAPITAL Director, Investment Funds Hedges Capital is an alternative asset investment firm focused on Understanding The Challenges Of Investing In This Long- OPIC private equity secondaries, distressed debt and restructurings for Term Asset Class: How Are LPs Allocating, Mapping The Mr. Pearce has been at OPIC since 2005 providing growth/expansion private equity investors. Dr. Neubert has positioned the firm as the leading buy side agent for secondaries investors. Hedges Capital Returns & Identifying The Best Exit Routes? capital to emerging market private equity funds focused on Africa, David Altshuler, Infrastructure Practice Leader Asia, Latin America and/or the Middle East. represents and works as agent and advisor with the principal secondaries funds, fund-of-funds and institutional and private investors in secondaries. MEKETA INVESTMENT GROUP Mr. Altshuler is in his third year at Meketa Investment Group, and in Alexandre Alfonsi 14.30 his tenth year in the financial-services industry. As Infrastructure Founding Partner Practice Leader, his responsibilities include client consulting, AXONIA PARTNERS BRAZIL reporting on infrastructure commitments, and sourcing and due See biography on page 8 diligence of new infrastructure investment opportunities. Prior to joining the firm, Will Increasing Levels Of Interest From Global Mega- Mr. Altshuler was Assistant Vice President for Infrastructure Financing at Nuveen Funds & International Investors Lead To Higher Valuations Investments, where his responsibilities included investment and business development activities focused on emerging market infrastructure. Mohamed Semary & Greater Competition From Public Equity Or Does It Partner Signal A Golden Period In Latin American Private Equity? 15.30 ABRAAJ CAPITAL Michael Flood, Managing Director See biography on page 7 NORTHLEAF CAPITAL PARTNERS SMALL & MEDIUM Mr. Flood manages Northleaf's London office and is a member of the Investment Committee. He oversees the origination; evaluation and ENTERPRISES monitoring of primary and secondary fund investments and direct co- 11.45 investments, and is primarily responsible for the investment sourcing and How Local SME Investing Is Changing The Landscape Of manager research relating to Northleaf's European and selective North Emerging Market Private Equity: What Are The Key CHINA American investments, including secondary fund investments and special situations. Challenges GPs Face When Doing Smaller Deals? Ian Anderson, Africa Programme Manager Capitalising On China’s Phenomenal Growth: How Will Álvaro Gonçalves Co-Founder & Managing Partner THE GATSBY FOUNDATION The Best Managers Continue To Deliver Sustainable Ian manages the Gatsby Foundation’s programmes in value chain Returns As The Economy Shows Signs Of Overheating? STRATUS GROUP development, venture capital and microfinance. Prior to Gatsby, Ian • Is the recent proliferation of private equity managers in China a See biography on page 6 was a manager at The Parthenon Group, a strategy consultancy, ‘sign of the top’? advising a range of private and public sector clients. Ian has lived and • How can limited partners protect themselves from the coming worked in India with The Parthenon Group, in Ghana for development consultancy realignment of Chinese GPs? 15.00 Technoserve and in Tanzania for a British NGO. • Are government-sponsored RMB funds really competing for the LATIN AMERICA Carole Maman same deals as other managers? Manager Financial Sector David Pierce, CEO, SQUADRON CAPITAL EXTENDED WORKSHOP BIO As well as the Chief Executive Officer of Squadron Capital, Mr Pierce See biogrpahy on page 6 is also currently Vice Chairman of the Hong Kong Venture Capital & What Does The Growth Of A Domestic LP Base Mean For Private Equity Association, a board member of ACCION International The Latin American Market & International Market & How and a member of the Advisory Committee on International Economic Policy, US Department of State. Are GPs On The Ground Accessing This Capital? Led By: 16.00 Afternoon Tea Yibing Wu, President Olaf Neubert CITIC PRIVATE EQUITY FUNDS MANAGEMENT Managing Partner 16.30 Prior to joining CITIC PE, Dr. Wu worked as Managing Director of HEDGES CAPITAL Legend Holdings, responsible for overall business operations and is See biography above ENVIRONMENTAL & head of its direct investment business. During his tenure at Legend Holdings, he successfully led the equity investments in financial, Scott McDonough SOCIAL GOVERNANCE energy and consumer sectors as well as a number of growth capital investments in new energy and high-tech arena. Prior to that, Dr. Wu spent 3 years full time Managing Director How Will LPs’ Evolving Environmental & Social leading the entire process of IBM PCD acquisition, serving as Chief Strategy ALTA GROWTH CAPITAL Governance Priorities Influence GPs’ Investment Officer, Chief Integration Officer, Chief Transformation Officer / Chief Information Mr. McDonough is a founding partner of Alta Growth Capital, a Officer of Lenovo Group. growth equity fund focused on Mexico. Prior to joining AGC, he was Decisions & What Will Be The Impact Of The New Wave Of a Principal at vSpring Capital, a U.S. venture capital fund, and he was ESG Focused Funds? Vincent Chan, CEO & Co-Founder co-founder and President & COO of LoveSac, a consumer products lifestyle brand. Frederic Sicre, Partner, ABRAAJ CAPITAL SPRING CAPITAL ASIA Prior to LoveSac, Mr. McDonough practiced law with Fenwick & West in Palo Alto, Frederic Sicre has about 20 years’ experience in engaging the private Spring Capital is an early growth private equity investor in China and Orrick Herrington & Sutcliffe in New York. sector in global issues, regional-development agendas and and currently manages a US$250m PRC fund and a RMB200m community building. As an Executive Director at Abraaj, he engages cooperative joint venture fund. Spring Capital’s partners have been 16.00 a wide network of decision makers from around the world with the early investors behind leading companies including Ports Design Afternoon Tea business activities and philanthropic work of the firm. He spearheads (HKSE: 0589), 3721 (acquired by Yahoo), Neo-Neon (HKSE: 1868), Canadian the Abraaj Strategic Stakeholder Engagement Team (ASSET) that Solar (NASDAQ: CSIQ), LDK Solar (NYSE: LDK), Yingde Gas (HKSE: 2168), 16.30 works with leaders from all fields, including government, private sector, media Hanting Hotel (NASDAQ: HTNT) and Ambow (NASDAQ: AMBO). Vincent has and culture. He helps drive business development at Abraaj, its stakeholder been named one of the “China Best Venture Capitalists: Midas List” by Forbes communications, international positioning, government relations and strategic Magazine in 2006 - 2010. FUNDRAISING philanthropy. He serves on the advisory boards of Dubai Cares, a US$ 1 billion How Does Fundraising For Emerging Market Funds endowment dedicated to providing education to poor children around the world, 12.15 as well of Injaz Al Arab, an organisation which harnesses the mentorship of Arab Compare With Developed Market Funds & How Will The business leaders to help inspire a culture of entrepreneurialism and business AFRICA Best Continue To Differentiate Themselves? innovation among Arab youth. Moderator: Jǿrgen Smeby How Does Africa Compare With Other Emerging Markets: Founder & CEO Mark Goldsmith, Director ESG, ACTIS A Presentation Of New Data SIMBA CAPITAL Mark is the Director responsible for leading Environmental, Social Martin Poulsen Prior to launching Simba Capital in 2004, Jørgen spent two years as and Governance (ESG) issues at Actis and has over 15 years of Chief Private Equity Officer Global Head of Equity-Linked Sales at HSBC, based in London. His experience of advising on ESG issues. Actis is a sector leading responsibilities included fund-linked derivatives, listed and OTC organisation in the application of ESG issues to it’s investment AFRICAN DEVELOPMENT BANK equity derivatives and convertibles. Before joining HSBC, Jørgen spent ten years processes and became a signature to the UN Principles of See biography on page 7 at Credit Suisse First Boston in London as a Managing Director in the firm’s Responsible Investment (PRI) in 2009. Mark joined Actis in 2002 and derivatives business with focus on marketing of derivative products across the has specialist experience in the areas of climate change, safety & environmental asset classes to a wide universe of European clients. management systems, contaminated land, air emissions and ethical issues. Mark is currently leading a governance training initiative within Actis. Before joining Actis, Mark worked for Shell International and Arthur D Little.
To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com 9 SR EM b 2011_SuperInvestor 08 01/03/2011 14:02 Page 10
DAY Wednesday & Thursday 29th & 30th June 2011 2/3 Main Conference
17.00 11.20 David Do, Managing Director VIETNAM INVESTMENT GROUP FIRST TIME MANAGERS POLLING PANEL David Do is a Managing Director at VI Group, a Vietnam focused Private Equity firm. VI Group has investments in financial services, Identifying The Different Ways In Which LPs Assess Which Regions, Strategies & Sectors Will Outperform IT, manufacturing, logistics, media as well as travel and hospitality Managers With No Track Record Over The Next Decade? Hear Real-Time Opinions From sectors. David was previously a General Manager at Microsoft where The Emerging Markets Private Equity Community he led Strategy, Mergers & Acquisitions, Investments and Joint Ventures for the 17.30 – 19.00 Moderator: Client, Server and Online Services divisions. His operating experience includes managing global retail, telecom, media, payments sectors for Microsoft’s services Gala Networking Reception Kamran Anwar businesses and well as serving as a member of the Board of Directors of Your chance to relax with your peers after an intensive day’s sessions EMEA Head of Private Equity Services MSNBC, CNBC, ninemsn and several companies in China, Australia, Mexico and and networking. Take this opportunity to forge new business CITI the Middle East. partnerships and expand your network of like-minded professionals. Kamran Anwar joined Citi in 1993 in Salomon Brothers’ Investment Banking division in New York where he focussed on Mergers and 14.50 - 16.00 19.00 Acquisitions deals for large cap companies. He has since worked in a variety of products and regions including South Asia, the Middle East and Europe. He was FUNDRAISING End of Day Two the M&A Advisory Head for the Middle East based in Dubai where he worked closely with a number of regional governments on de-regulation and private MASTERCLASS sector participation including leading some notable privatisation deals in the Levant and Pakistan. Subsequently he lead Citi’s proprietary M&A efforts for the This session is a chance for LPs to explain how to appeal to investors Day Three GTS business in EMEA based in London where he was a part of the core team and what they are looking for in a fund manager whilst taking questions Thursday 30th June 2011 that lead Citi’s investment in Akbank, in Turkey. Kamran has worked closely with in an interactive workshop session. First, a panel of LPs discuss the several private equity firms across the EMEA region. He has also held senior topic before breaking out into roundtable discussions which allow you to positions in corporate finance, strategy and cash management. Kamran is an Advisory Board member of JRBH Consulting and the Hub School Project and also put questions to the LPs directly and work out the best strategy for your 09.00 serves as an advisor to Christies on South Asian Modern and Contemporary Art. fundraising success. Coffee David Roux 14.50 09.15 Chairman & Co-Founder LP PANEL Chair’s Opening Address & Welcome SILVER LAKE See biography above How Are Emerging Market GPs Accessing Capital In The 09.20 New Market Environment & What Should They Be Doing To Appeal To Investors? EMERGING MARKET LPs Stephen Pagliuca Led By: Gabriele Egger How Is The Ever-Increasing Sophistication Of EM LPs Managing Director Head of Portfolio Management Shaping The Private Equity Landscape Both In Emerging BAIN CAPITAL RWB & Developed Markets? How Can Managers Best Access See biography above Gabriele Egger has worked in the Financial Services Industry since 1991 in Germany, Europe and the US, structuring and debt for large This Newer Source Of Capital? buy outs as well as mezzanine and equity investments. From 2001 Moderator: onwards she served in German mid cap companies in traditional industries as well George Siguler 12.10 as on the board in technology start-ups in operations/ finance. She has also Managing Director & Co-Founder worked as a business angel investor. Gabriele Egger contributes to RWB’s SIGULER GUFF LP KEYNOTE SESSION strategy to serve as strategic LP for the private equity market. See biography on page 6 How An Institutional Investor Views Emerging Markets & Michael Flood Manoj Madnani Where Are The Best Opportunities? Managing Director Ruulke Bagijn Managing Director & Board Member NORTHLEAF CAPITAL PARTNERS KULCZYK INVESTMENTS Director Private Equity See biography on page 4 Manoj Madnani is an international entrepreneur and deal maker. He PGGM has a strong background in corporate finance, deal sourcing, Ruulke Bagijn joined PGGM in October 2009 from 4RAE, a private- international transactions and corporate strategy. Areas of expertise equity fund focused on renewable energy, where she was Managing Director. Prior to that, she headed the Principal Investment Group of Gordon Hargraves are in the energy and infrastructure sectors, as well as in emerging markets such Partner as Central and South America, Central & Eastern Europe and the Middle East and ABN AMRO in London and was a member of the management team and India. Prior to joining Kulczyk Investments S.A. in 2007, he worked for several investment committee of the wider Structured Capital Group. Ruulke previously RHO FUND INVESTORS years in Central & Eastern Europe and the Middle East, focusing on energy held positions at ABN AMRO and ING. See biography on page 4 security and investments in the energy & infrastructure sector. Kulczyk Investments is an international investment company with emerging and frontier 12.50 market experience. The company’s strategy assumes expansion in all continents, with the overriding aim of investing in the most promising global industrial and LIQUIDITY 15.20 – 16.00 geographical sectors. Strategies For Achieving Liquidity In Emerging Market Interactive Roundtables & Q&A Michael Kaimakliotis, Head of Investments Private Equity: What Are The Routes Available To LPs & The panel discussion becomes an interactive session as the LPs take QUANTUM WEALTH MANAGEMENT your fundraising questions and ask some of their own. Learn what it will GPs? To What Extent Are Emerging Market Secondaries A take to raise capital in the next decade. Michael Kaimakliotis is Head of Investments at Quantum Viable Alternative? Global Wealth Management in Zug Switzerland which Erik Kaas specialises in adivising and managing assets on behalf of 16.00 End Of Conference emerging market sovereign wealth funds. He sits on the Partner board of several emerging market equity and private equity fund PARTNERS GROUP managers and provides a wide variety of investment advisory services Erik Kaas is a Partner, a member of the business development committee, co-head of the investment solutions business through his company Tindeco Financial Services. Previously he was department, and responsible for strategic client relationship New for 2011! Chairman of the Investment Committee and Head of Asset development. He is also a member of the private equity Europe and MENA Management at Bank Sarasin. Prior to that Michael was Head of Non- investment committee. In addition he is a member of EVCA (European Venture • NEW! LP Keynote Address – Thursday 30th June Traditional Investments at Credit Suisse, where he was also fund Capital Association) Investor Relations Committee. Partners Group's investment Hear from the head of private equity at a major European pension manager for all BRIC related investments and the lead manager on solutions team is globally responsible for investment origination, business fund as she explains why her team are increasingly focusing on Sovereign Wealth Fund mandates. development and client relationship management. Erik was pivotal in building up emerging markets and what investment strategy they plan to the investment solutions team to its global reach. Prior to joining Partners Group, Catherine Weir, Head of Global Family Office Group, CITI he worked at Goldman Sachs & Co for eight years, spending the first five years in deploy: Catherine Weir is Managing Director, Head of Citi Global Family London, New York and Tokyo before relocating to Zurich, where he was Speaker: Ruulke Bagijn, Director of Private Equity, PGGM Office Group and Vice Chairman of Citi Institutional Client Group in responsible for the institutional products business in Switzerland and Austria. EMEA. Catherine is also Citi Country Officer (CCO) for Switzerland and Chairman of Citibank Switzerland and CCO for Monaco. Prior to • NEW! Focus on Turkey – Wednesday 29th June her current role, Catherine was Chief Executive Officer of Citi Private 13.20 A morning session on this unique country that will focus on how to Bank in EMEA, and previous to this, was Head of ASEAN, Citi Lunch navigate a booming economy with strong links to both Europe and Markets & Banking (CMB). As CMB head for ASEAN Mrs. Weir was responsible for Citi's corporate banking, corporate finance, investment banking, global the Middle East. 14.20 transaction services, equities, fixed income and treasury activities in the region. Speakers Include: TURKVEN, EUROPEAN INVESTMENT FUND, As CCO, Mrs. Weir chaired the Management Committee for Citi businesses in PINEBRIDGE INVESTMENTS, ABRAAJ CAPITAL, GLOBAL Singapore, including the Global Consumer Group and Global Wealth Management RISING STARS IN and Markets & Banking. Mrs. Weir is an advisor to Hong Kong University of CAPITAL MANAGEMENT Science and Technology's Business School and Nayang Technological University in EMERGING Singapore. Previously, Mrs. Weir was the Head of Citi's Markets & Banking business in Greater China and CCO of China (PRC). MARKETS SHOWCASE • NEW! Focus on Brazil – Tuesday 28th June A series of 5 minute showcases from the rising stars in emerging A morning session dedicated to the driver of Latin America’s recent 09.50 markets. private equity boom. Discover why Brazil remains attractive and how We asked our LP contacts at SuperReturn to name the organisations local fund managers are benefiting from the growth. KEYNOTE ADDRESS and individuals who they think had become regional leaders and are Speakers Include: BROOKFIELD BRAZIL CAPITAL PARTNERS, David Roux, Chairman & Co-Founder well placed to become the private equity superstars of the future. You SAFDIÉ GESTÃO DE PATRIMÔNIO, ADVENT INTERNATIONAL, SILVER LAKE get to hear some of the winners, in no particular order: STRATUS GROUP, GAVEA INVESTIMENTOS Before founding Silver Lake, David was formerly Chairman and CEO Featuring of Liberate Technologies, Executive Vice President at Oracle Corporation and Senior Vice President at Lotus Development. Mr. Rajeev Agrawal • NEW!The Ultimate BRIC Debate – Tuesday 28th June Roux began his technology career as co-founder and CEO of Datext, Head of Healthcare Watch battle commence as the top GP/FoF from each BRIC country Inc., the first commercial CD-ROM publishing company. He is currently Chairman AMBIT PRAGMA gives a 7 minute presentation on why their country is the superior of the Serena Software board and a member of the Avaya and Intelsat boards. Rajeev is a founding member and Managing Partner of Ambit investment destination before allowing you to vote for a winner in Previously, Mr. Roux was a board member of Thomson, Business Objects S.A., Pragma Ventures. With a private equity investing experience of more Gartner, Inc., Symantec, UGS Corp., and was the Chairman of the Board of than a decade in India, after spending the first 6 years in various real-time polling. Seagate Technology. operating roles before joining the PE industry, he has a first hand understanding Speakers Include: ASIA ALTERNATIVES, BARING VOSTOK, of growth challenges faced by young companies. Prior to forming Ambit Pragma, ADVENT INTERNATIONAL, IL&FS INVESTMENT MANAGERS 10.15 Rajeev was a Partner and Fund Manager with India Value Fund joining them early in 2000. During his association with IVF, he led investments in healthcare KEYNOTE ADDRESS services, entertainment and infrastructure services sectors. • NEW! Rising Stars In Emerging Markets Showcase We at SuperReturn are always asked who the next generation of Stephen Pagliuca, Managing Director Dario Duran private equity superstars will be. So we conducted a poll among our BAIN CAPITAL Director Steve Pagliuca is a Managing Director at Bain Capital, a leading global LP contacts, and you can hear from some of their nominees global private investment firm based in Boston. Mr. Pagliuca is also a ALTRA INVESTMETS on Thursday June 30th. Managing Partner and Co-Owner of the World Championship Boston Dario Duran is a Co-Founder and Managing Director of Altra Investments Inc, one of the leading Private Equity Firms in the Celtics Basketball franchise. Mr. Pagliuca joined Bain & Company in Speaking, Sponsorship & Exhibition 1982 and founded the Information Partners private equity fund for Bain Capital in Andean Region and Central America. Mr. Duran co-founded the firm 1989. As a Managing Director of Bain Capital, he has worked with his partners to in 2005. Since then, Altra has grown into a firm managing more than $180 million Opportunities Still Available dollars with offices located in Bogota, Colombia and Lima-Peru. Mr. Duran’s help build one of the world’s leading investment companies with over $65 billion To promote your company to this fantastic audience in assets under management. experience prior to Altra includes four years as Investment Vice President of Valores Bavaria (now Valorem), one of the largest Colombian industrial please contact James Roberts on: [email protected] conglomerates with sales of USD 2.5 billion and a broad international presence. 10.50 Coffee Tel: +44 (0)20 7017 7944
10 To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com SR EM b 2011_SuperInvestor 08 01/03/2011 14:02 Page 11
Network With World All Under One Roof With 40 Countries Represented In 2010, SuperReturn Emerging Markets Brings You Extensive Opportunities To Network With LPs And Fund Managers From Across The Globe
LP/GP Structured Speed Networking Before The Event The speed networkers are divided into LPs & GPs, giving GPs a chance to deliver a brief synopsis of their fund, and LPs a chance to evaluate a large number of funds very quickly. Pick up 20 business cards SuperReturn Emerging Markets Connect in 20 minutes, if there is a fit, you can follow up later. See page 7 for details Start networking before you even arrive with our online e-networker. The tool allows you to upload a profile, view the delegate list and book meetings – before the event even takes place. The system goes live two weeks before the event and is live to all registered & paid delegates and speakers. Wednesday 29th June 2011 With LP Hosted Lunch Tables During The Day Another opportunity to discuss your thoughts major LPs in the industry. LP Hosts Include: Tuesday 28th June 2011 • David Krasnostein, Head of Private Equity, MLC PRIVATE EQUITY • Paul Newsome, Executive Director, Head of Investments – Private Equity, UNIGESTION New! Live TalkBack Blackberry Questions • Carlos Héneiné, Partner, QUILVEST Send your questions in real time directly to the speakers using your Blackberry. The questions are anonymous and it gives you the opportunity to put LPs and GPs from across the world on the spot. VIP hosted lunch table with: LP Hosted Lunch Tables • Karen Stephenson, Corporate Anthropologist & President, NETFORM Sign up on the day for an informal lunch with some of the largest LPs operating in emerging markets. Following her extraordinary revelations of how businesses lose out through simple flaws in their LP hosts include: communication networks, this is your chance to ask for impartial business advice from our special guest speaker and communication guru, Karen Stephenson. • Carole Maman, Manager Financial Sector, BIO • David Turner, Managing Director & Head of Private Equity THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA In The Evening • Ian Anderson, Africa Programme Manager Tuesday 28th & Wednesday 29th June THE GATSBY FOUNDATION Networking Gala Receptions Two spectacular gala receptions provide the SuperReturn Emerging Markets audience with a perfect VIP hosted lunch table with: way to unwind and relax whilst networking with the diverse SuperReturn Emerging Markets audience. Will Hutton, Executive Vice Chair, THE WORK FOUNDATION Thursday 30th June 2011 Discuss your thoughts with our controversial guest speaker just minutes after he delivers his explosive Rising Stars Showcase talk on the limits of emerging markets. This is your chance to meet the private equity titans of the future. Based on the results of an informal LP poll, the showcase allows GPs from across emerging markets five minutes each to discuss their current success Delegate QuickFire Showcase and what they plan to do next. Come along and glimpse the rising stars of new markets. See page 9 for Delegates have exactly 90 seconds to pitch their fund strategy without using financial or performance details. data. Feedback is given by our expert LP panel and participants are awarded points for strategy and presentation style. The mood is informal and fun. Fundraising Workshop The fundraising workshop is a unique opportunity to join a frank discussion with LPs on what they want LP judging panel: from a fund manager. Hear our expert LP panel discuss their favourite 'do's and don'ts' when pitching, • Gordon Hargraves, Partner, RHO FUND INVESTORS before the session breaks out into interactive roundtable discussions perfect for putting LPs on the spot. • Yvonne Bakkum, Director of Private Equity, FMO See page 9 for details. Champagne Roundtables After The Event SuperReturn Emerging Markets networking champagne roundtables provide you with the ideal opportunity to meet with some of the key speakers in small groups of about 15 people, and discuss the Stay In Touch hot regions of the day. You will be able to choose between the tables and discuss current issues in a Stay connected with those contacts you met at SuperReturn Emerging Markets through our online highly personal and interactive environment. Each roundtable has a dedicated topic and leader, and e-networking system which stays live a month after the event. Plus, join the LinkedIn Group and follow participants are encouraged to share their questions and expertise. See page 7 for details. us on Twitter to keep up with the people you met, deals you discussed and partnerships forged through four superb days of networking. See page 2 for details.
About Your Sponsors
Co-Sponsors Citi Private Equity Services is a leading global provider of outsourced services to Abraaj Capital is the biggest private equity group in the Middle East, North Africa the private equity industry. We offer highly customized shared-service solutions, and South Asia (MENASA). Since its inception in 2002, it has raised close to US$ 7 experienced management and client service teams with great industry knowledge. billion and distributed almost US$ 3 billion to its investors. Headquartered in Dubai, Our services include fund accounting and reporting, investor administration, the Abraaj Group operates eight offices in the region including in Istanbul, Cairo and portfolio accounting, U.S. tax services, custody, cash management and U.S. Riyadh. Funds managed by the Abraaj Group or its predecessor entities have made regulatory compliance support for U.S. managers. Our focus has been exclusively 36 investments in 11 countries and achieved more than 20 exits. More than 75 dedicated to private equity funds and investors for over 17 years, servicing a variety of types of investors world-class investment professionals work for Abraaj Capital, which manages seven and funds, including buyout, fund of funds, venture capital, real estate and debt. We currently service funds. Funds under management at the end of 2009 were US$ 6.6 billion and have over 750 funds with more than $145 billion in committed capital. holdings in about two dozen companies in the region. Abraaj Capital has won many regional and international awards, including five consecutive years as 'Middle Eastern Private Equity Firm of the Global Capital Management Ltd., the alternative asset management arm of Year' from London-based Private Equity International. Abraaj Capital, a member of the Abraaj Group, is licensed Global Investment House, is a leading private equity asset management firm in by the Dubai Financial Services Authority. the Middle East & North Africa (MENA) region managing around USD2.5billion on behalf of its clients. Actis is a leading private equity investor that invests exclusively in the Global Capital Management has one of the largest private equity teams in emerging markets. MENA with 30 professionals comprising 9 nationalities; providing ‘local’ With a growing portfolio of investments in Asia, Africa and Latin America; we perspective for deals in all target regions. The team has cumulative work experience of over 250 years currently have US$4.7bn funds under management. ranging from private equity & venture capital, investment banking, transaction advisory, credit rating and Our work at Actis is driven by the conviction that we bring more than capital to audit. The team is based out of four locations - Kuwait, UAE, Turkey and Egypt. our investments; we bring positive benefits to our investee companies, Global Capital Management’s achievements have been recognized at product and deal level through investors and broader society. We call this ethos the positive power of capital. awards such as “Fund of the Year” for 2007 and 2008, “Private Equity Deal of the Year” for 2008 by This means we do more than do no harm: in our approach to business ethics, Terrapin. It was also ranked among the top 150 Private Equity firms in the World by Private Equity the environment, our labour laws, and our stewardship of the businesses, we International and top 20 in Asia by PEI Asia in 2009 and 2010. actively look for opportunities to do good. Combining the expertise of over 100 investment professionals on the ground in nine countries, with a PIMCO is a global investment management firm with over 1,400 sophisticated back office based in London, we are proud to actively and positively grow the value of dedicated professionals and US$1.2 trillion under management focused those 77 companies in which we invest. www.act.is on a single mission: to manage risks and deliver returns for our clients. For four decades, we have managed the retirement and investment Brookfield is a global asset manager offering private equity assets for a wide range of investors, including public and private pension plans, educational institutions, investment strategies in property, renewable power, infrastructure, foundations, endowments, corporations, financial advisors, individuals and others around the globe. As timberland, agrilands and special situations. The firm currently has of 31 December 2010, PIMCO managed approximately US$40 billion in asset allocation mandates, which more than $100 billion of assets under management and over 400 investment professionals and 15,000 include fund-based offerings and various customised solutions for institutional and individual investors operating employees in over 100 offices and operating locations around the world. Brookfield was around the globe. Portfolios typically involve tactical asset allocation decisions across the spectrum of founded in 1899 when Brazilians and Canadians joined together to form São Paulo Tramway, Light and global equity, bond and real asset markets, and may also include integrated tail risk hedging strategies. Power Company and currently has R$18 billion in assets under management in Brazil. PIMCO also offers solutions that integrate direct investments in absolute return, global equity and private real assets strategies, or in selected underlying managers who specialise in the same.
Associate Sponsors VinaCapital is an investment banking, fund management and real estate Clearwater Capital Partners, development company in Vietnam, LLC (“Clearwater” or the founded in 2002, with experience in the emerging Vietnam market. It “Firm") is an investment firm creates and delivers investment products, strategic financing, mergers founded in December 2001 to and acquisitions services for industries in Vietnam. It manages US$ 1.8 invest in special situations and distressed or otherwise undervalued IIML, a subsidiary of Infrastructure Leasing & Financial Services Limited billion and the three primary funds of the Vietnam Opportunity Fund, assets and securities located in Asia, excluding Japan (the “Asia Region”). (IL&FS), is well-established as one of the largest private equity fund Vinaland and the Vietnam Infrastructure Fund are listed in London. Clearwater’s investment strategy is to leverage its distinct advantages in managers in India. Total commitments to IIML’s funds have grown from due diligence and execution capabilities across local currencies, less than US$ 40 million in 1996 to over US$ 3.2 billion today. Current languages and jurisdictions to build a diversified, cash generative and investors in IIML-managed investment vehicles include major U.S. and noncorrelating portfolio of investments in the Asia Region. international pension plans, endowments and foundations. Clearwater combines the disciplines of private equity and credit investing IIML’s team of 56 professionals manage a number of private equity to capitalize on what the Firm perceives to be a historic opportunity for investment funds, which are invested across a variety of sectors including special situations investing in the Asia Region. technology, media, retail, consumer services, manufacturing, real estate Speaking, Sponsorship & Exhibition Clearwater’s investment portfolios are diversified across various economies and infrastructure, During the course of the last 16 years, IIML has raised Opportunities Still Available that comprise the Asia Region and over 25 industries. and managed 15 Funds, of which 3 Funds were fully divested in 2007-08, To promote your company to this fantastic audience providing attractive returns to their contributors. This experience across Clearwater has more than 70 professionals across its six primary offices, please contact James Roberts on: [email protected] located in New York, Singapore, Hong Kong, Mumbai, Seoul and Beijing. Fund cycles is unique for any Indian Private Equity Fund Manager. The Firm manages approximately $2 billion and has completed IIML is listed on the National Stock Exchange and the Bombay Stock Tel: +44 (0)20 7017 7944 approximately 200 investments. Exchange.
To Register: Tel: +44 (0)20 7017 7200; Fax: +44 (0)20 7017 7807; Email: [email protected]. For the Latest Agenda or To Register: www.superreturnemergingmarkets.com 11 FKR3A49 SREM BACKREG 2011_Layout 1 01/03/2011 14:02 Page 1
Register Now – Five Easy Ways! "This conference was the best I have attended in a 1. Fax this form on +44 (0) 207 017 7807 2. Post this form to: Super Return Emerging Markets 2011 while. Very well represented, with discussion panels Conference Administrator, ICBI, 8th Floor, 29 Bressenden Place London SW1E 5DR, UK and presentations lively, to the point and relevant 3. Telephone us on +44 (0) 207 017 7200 4. Email: [email protected] 5. Via the website: in the current market environment." www.superreturnemergingmarkets.com Always quote your VIP CODE when registering. Sean Glodek, Director, DARBY PRIVATE EQUITY Please do not cover VIP code Conference Code: FKR3A49 DATES VENUE DETAILS
• Investor Summit Intercontinental Hotel, Geneva 27 June 2011 7-9 Chemin Du Petit Saconnex, 1209 • Asia Summit Geneva, 1211 27 June 2011 Switzerland Tel: +41-22-9193939 • Main Conference Fax: +41-22-9193838 28 June – 30 June 2011
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1st Delegate: 2nd Delegate: Name Name Job title Department Job title Department Ethos Pri Direct Tel Mobile Tel Direct Tel Mobile Tel Email Address Direct Fax Chayton Email Address Direct Fax I would like to receive information on future events & services via email. By giving you my email address I am Africinve giving ONLY IIR companies the permission to contact me by email. I would like to receive information on future events & services via email. By giving you my email address I am giving ONLY IIR companies the permission to contact me by email. ❑ Yes! I would like to receive info on future events & services via fax ❑ Yes! I would like to receive info on future events & services via fax Signature Hd of Dept: Name Signature Job title Department Peepul… Direct Tel Mobile Tel 3rd Delegate: Email Address Direct Fax Name Booking Contact: Name Job title 50% DISCOUNTDepartment Job title Department Direct Tel Mobile Tel Direct Tel Mobile Tel Email Address Direct Fax Baring Vo Email Address Direct Fax I would like to receive information on future events & services via email. By giving you my email address Innova C Person who will attend if I have to cancel: I am giving ONLY IIR companies the permission to contact me by email. Name ❑ Yes! I would like to receive info on future events & services via fax Job title Department Direct Tel Mobile Tel Signature Email Address Direct Fax Northern YOUR COMPANY DETAILS Company Name: Nature of Company’s business: Address: Postcode: Stratus G
Book By Book By Book After Tick PLEASE SELECT YOUR PACKAGE Dates 1 April 2011 SAVE 3 June 2011 SAVE 3 June 2011 SAVE In 4 Day Package: Conference + Summit (please select below) 27 – 30 £2,998 £3,098 £3,198 Asia Summit Investor Summit June 2011 £700 £600 £500 Gu 3-Day Package: Main Conference Only 28 – 30 June 2011 £2,099 £200 £2,199 £100 £2,299 - 1-Day Package: Asia Summit 27 June 2011 £1,399 - £1,399 - £1,399 - 1-Day Package: Investor Summit 27 June 2011 £1,399 - £1,399 - £1,399 -
50% DISCOUNT* for domestic companies from Africa, South America and South East Asia (N.B. The discount applies to the following South East Asian Countries Only: Cambodia, Vietnam, Thailand, Laos, Myanmar, Indonesia, Philippines). Please note this discount applies to Domestic companies only – not to foreign subsidiaries or joint ventures. Email [email protected] to apply. Will H MULTI-BOOKING DISCOUNT*: If you register more than 2 delegates, the 3rd and each subsequently registered delegate will receive 50% off the fee for any packages that include the main conference. Executive V LPs ATTEND FOR FREE - Pension Plans, Endowments, Foundations, DFIs, & Sovereign Wealth Funds. Subject to qualification. Maximum 2 free passes per company group. To apply please contact Laura THE W Griffin, [email protected]. Please include your name, job title and company, and also a web address. FOUND *All discounts are subject to approval. Discounts cannot be combined. The discounts apply to the price at the date of registration. Discounts can only be claimed at the time of registration.
PAYMENT DETAILS Please use this form as our request for payment. Fax and phone bookings should be made with a credit card number, or Please debit my Mastercard Visa Eurocard American Express CVV Number followed up by a posted registration form. Places are only guaranteed by full payment, which must be received before the conference. I will pay by: Card Number ❏ Cheque/bankers draft made payable to ICBI for £...... 3 digit security code on the ❏ Invoice to be sent to my company Expiry Date / with the sum of £ reverse of card, 4 digits for ❏ Bank transfer - full details of bank transfer options will be given with your invoice on registration. AMEX card Signature
TERMS AND CONDITIONS: Attendance at this conference is subject to the ICBI Delegate Terms and Conditions at https://icbi-events.com/assets/files/Terms-and-Conditions.pdf. Your attention is drawn in particular to clauses 6, 8 and 14 of the ICBI Delegate Terms and Conditions which have been set out below: Cancellation Policy: If you cancel in accordance with this policy, you will receive a refund of your fees paid to ICBI (if any): (i) if you cancel your registration 28 days or more before the Conference, subject to an administration charge equivalent to 10% of the total amount of your fees plus VAT; or (ii) if you cancel your registration less than 28 days, but more than 14 days before the Conference, subject to an administration charge equivalent to 50% of the total amount of your fees plus VAT. ICBI regrets that the full amount of your fee remains payable in the event that your can- cellation is 14 days or less before the Conference or if you fail to attend the Conference. All cancellations must be sent by email to [email protected] marked for the attention of Customer Services and must be received by ICBI. You acknowledge that the refund of your fees in accordance with this policy is your sole remedy in respect of any cancellation of your registration by you and all other liability is expressly excluded. Changes To The Conference: ICBI may (at its sole discretion) change the format, speakers, participants, content, venue location and programme or any other aspect of the Conference at any time and for any reason, whether or not due to a Force Majeure Event, in each case without liability. Data protection: The personal information which you provide to us will be held by us on a database. You agree that ICBI may share this information with other companies in the Informa group. Occasionally your details may be made available to selected third parties who wish to communicate with you offers related to your business activities. If you do not wish to receive these offers please contact the database manager. For more information about how ICBI use the information you provide please see our privacy policy at: https://icbi-events.com/assets/files/Terms-and-Conditions.pdf. If you do not wish your details to be available to companies in the Informa Group, or selected third parties, please contact the Database Manager, Informa UK Ltd, 29 Bressenden Place, London, SW1E 5DR, UK. Tel: +44 (0)20 7017 7077, fax: +44 (0)20 7017 7828 or email [email protected] Incorrect Mailing: If you are receiving multiple mailings or you would like us to change any details, or remove your name from our database, please contact the Database Manager at the above address quoting the reference number printed on the mailing label. By completing and submitting this registration form, you confirm that you have read and understood the ICBI Delegate Terms and Conditions and you agree to be bound by them. To R