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LPs' FORUM |
09.30 |
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LP’s Registration and Welcome Coffee |
10.30 |
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Welcome Address by the EVCA Chairman
Helmut Schühsler, EVCA Chairman 2007-2008 and Managing Partner, TVM Capital GmbH
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10.40 |
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Welcome Address by the Chairwoman
Sandra Robertson,
Chief Investment Officer,
Oxford University Asset Management Ltd |
10.50 |
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Guest Speaker - European Venture Capital: A Reality Check
• Analysing the venture capital funds landscape: supply, valuation and
performance
• Is the timing right for European venture? LGT Capital: a positive view
Ivan Vercoutere - Presentation (1.56mb, PDF), Partner, LGT Capital Partners Ltd.
(Powerpoint presentation will be available shortly.) |
11.15 |
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Top of Mind LP Issues
• A view on European deal flow and access to top quality
• Large cap versus mid market
• Emerging opportunities and developing markets
Daniel E. Feder,
Managing Director,
Princeton University Investment Company
Jonny Maxwell, Global Head of Private Equity Fund of Funds, Allianz Private Equity Partners GmbH
Torben Vangstrup, Partner, ATP Private Equity Partners
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12.10 |
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LPs’ Lunch
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14.00 |
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Panel Discussion - The State of the Market: Will there be a Downturn?
• Assessing investment activity in your portfolio
• Regional and domestic views from Europe on the macro-economic
environment
• Current and upcoming years: strong vintages?
Thierry Baudon, Managing Partner, Mid Europa Partners LLP
Uwe Kolb, Partner, Bridgepoint Capital GmbH
Denis Metzger, President, Chequers Capital
Gabriel Urwitz, Chairman, Segulah
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14.45 |
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Panel Discussion - The Dynamics of Making Substantial
Commitments
• Change in the topography of investments
• Looking at mega leverage, the credit crunch and debt conditions
• Implications on portfolio exposure
Wim Borgdorff, Managing Partner Fund Investments, AlpInvest Partners N.V.
Andrew Claerhout, Director, Teachers' Private Capital
Allen MacDonell, Director of Private Equity, Teacher Retirement System of Texas |
15.30 |
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End of LPs’ Forum |
LPs–GPs' FORUM |
15.30 |
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Registration and Welcome Coffee |
16.30 |
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Welcome and Opening Address of the LPs-GPs' Forum: State of the Industry
Helmut Schühsler, EVCA Chairman 2007-2008 and Managing Partner, TVM Capital GmbH
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16.40 |
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Wrapping up the LP Session
• Summary and highlights of the LPs’ discussions from earlier in the day
• Impacts for GPs and the venture capital and private equity ecosystem
Sandra Robertson, Chief Investment Officer,
Oxford University Asset Management Ltd |
16.50 |
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Private Equity Highlights - Statistics Review
Stefano Caselli - Presentation (744kb, PDF), Professor of Banking and Finance, Bocconi University (Italy), and member of the Independent Governing Body of PEREP_Analytics, the pan-European private equity statistics platform: www.perepanalytics.eu
David Bernard - Presentation (133kb, PDF), Vice-President, Investment Banking & Private Equity,
Thomson Financial |
17.15 |
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Panel Discussion - The Story Behind the Numbers
• Behind the numbers: trends, stakeholders and investment performance
• The market today and tomorrow
George R. Anson, Managing Director, HarbourVest Partners (U.K.) Limited
T. Bondurant French, Chief Executive Officer and Chief Investment Officer, Adams Street Partners, LLC
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18.00 |
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Open Bar Sponsored by: TVM Capital GmbH |
20.00 |
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Rotating Networking Dinner Hosted by: Coller Capital Ltd
The rotating seating plan - now a famous feature of the Investors' Forum dinner - will enable LPs and GPs to mingle and network throughout the evening. |
09.00 |
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Welcome Address by the Chairwoman
Sandra Robertson, Chief Investment Officer,
Oxford University Asset Management Ltd
|
09.05 |
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Guest Speaker: Making Winners Again and Again
• Harmonising strategy, vision and mindset in your company
• Developing a culture of service, winning mindsets and sustainable
performance
Lars H. Nielsen - Presentation (1.88mb, PDF), Founder, OlymPeak Coaching and Olympic medalist world champion in rowing |
09.50 |
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The Emergence of Permanent Capital - New Entrants
• Listed vehicles, evergreens, hedge funds, infrastructure: new entrants,
approaches and concepts
• How do they change the general picture? Namely: the origin of funds,
allocations, hands-on approach, added value and performance
• Is this all private equity?
Lars Förberg, Managing Partner, Cevian Capital AG
Bjørn Høi Jensen, Senior Partner, EQT Partners A/S
Dennis Malamatinas, CEO, Marfin Investment Group
Matthew Woodeson, Division Director, Macquarie Bank Limited
|
10.35 |
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Networking and Refreshment Break
Sponsored by: Access Capital Partners |
11.35 |
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Keynote Address - Socially Responsible Investments - from Ideals to Implementation,
including Metrics and Returns
Introduced by: Credit Suisse
Sir Ronald Cohen, Chairman, Bridges Community Ventures (special video address) and Michele Giddens - Presentation (2.18mb, PDF), Director, Bridges Ventures |
12.15 |
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Keynote Mega Buyout Panel
• Stretching the boundary size
• Strategies for returns and exits in the face of market changes
• Public to private transactions and the image of large deals
Kurt Bjorklund, Managing Partner, Permira
Martin Halusa, CEO, Apax Partners Worldwide LLP
Walid Sarkis, Managing Director, Bain Capital |
13.00 |
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Lunch |
EVCA reserves the right to amend the programme and speakers may change due to circumstances beyond EVCA’s control.
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