2012 Agenda: Stockholm

Final Agenda

Limited Partners Brief
7 February
The Berns Hotel, Stockholm
Nordic Private Equity Markets – The Silver Lining in the Storm

08:30-09:30 Registration, Coffee and Networking

09:30-09:40 Welcome Remarks: Andreas Klimsa, Publisher, Private Equity News, Dow Jones

09:40-09:50 Chairperson’s Welcome Address: Paul Hodkinson, Editor, Private Equity News

Product Focus: The Future of Buy-Outs in Volatile Markets
Moderator: Paul Hodkinson, Editor, Private Equity News

09:50-10:05 Keynote Address: The European Buyout Market  In 2012
Speaker: Jim Strang, Principal and Member of the Fund Investment Team, Hamilton Lane

10:05-10:15 Sector Performance Overview: Buyouts
Speaker: Miriam Schmitter, Managing Director, Head of International Private Equity and Venture Capital Research, Cambridge Associates

10:15-10:25 GP Presentation: Private Equity Buyouts in the Public Eye
Speaker: Dominic Murphy, Partner, Head of the European Healthcare Private Equity Team, KKR

10:25-10:35 GP Presentation: Building Value in Buyouts, An Operating Perspective
Speaker: Christian Rochat, Partner, CD&R

Product Focus: Debt: Busy Year Ahead?
Chairperson: Paul Hodkinson, Editor, Private Equity News

10:35-10:45 Sector Performance Overview: Debt
Speaker: Paul Hodkinson, Editor, Private Equity News

10:45-10:55 GP Presentation: European Distress: Defying Reality?
Speaker: Patrick de Muynck, Partner, EQT Partners

10:55-11:05 GP Presentation: Opportunities in Credit Markets
Speaker: Robert Reynolds, Chief Investment Officer, 3i Debt Management

11:05-11:30 Coffee and Networking

Focus Session: Issues in Private Equity
Chairperson: Kiel Porter, Reporter, Private Equity News

11:30-11:50 Head to Head Debate: Fees and Alignment of Interests – Is the Industry Getting it Right?
Moderator: Paul Hodkinson, Editor, Private Equity News
Speakers: Paul Van Houtte, Head of International Equity and Funds, Cassa Depositi e Prestiti
Eric Warner, Partner and Head of Investor Relations, Altius Associates

Product Focus: The New Challenges of Investing in Secondaries Markets
Chairperson: Kiel Porter, Reporter, Private Equity News

11:50-12:05 Keynote Address: Secondaries Market – Opportunities and Challenges
Speaker: John Gripton, Managing Director and Head of Investment Management Europe, Capital Dynamics

12:05-12:15 GP Presentation: Globalisation of Secondaries, Globalisation of the Primary Private Equity Markets and  The Development of EM Secondaries
Speaker: Marleen Groen, CEO, Greenpark Capital  

12:15-12:25 Service Provider Presentation: An Efficient Secondaries Market: Your Gateway to Increased Portfolio Performance
Speaker: Francois Gamblin, CEO, Secondcap

12:25-12:35 Sector Performance Overview: Secondaries
Speaker: Francesca Cornelli, Professor of Finance, London Business School and Academic Director of the Coller Institute of Private Equity

Product Focus: Maximising Your Returns in Venture and Growth Capital
Chairperson: Paul Hodkinson, Editor, Private Equity News

12:35-12:50 Keynote Address: Venture and Growth Capital
Speaker: John Holloway, Director, European Investment Fund

12:50-13:00 GP Presentation: The Future of Cleantech Venture Capital
Speaker: Paul Decraemer, Head Cleantech Investment Practice, Capricorn Venture Partners

13:00-13:10 GP Presentation: An Insider’s View of Venture Capital in Germany
Speaker: Kurt Mueller, Founding Partner, Target Partners

13:10-14:00 Lunch and Networking

14:00-14:10 Sector Performance Overview: Venture and Growth Capital
Speaker: Francesca Cornelli, Professor of Finance, London Business School and Academic Director of the Coller Institute of Private Equity

14:10-14:20 GP Presentation: How to Make the Venture Capital Model Work
Speaker: Jens Petter Falck, Partner, Incitia Ventures

14:20-14:30 GP Presentation: Growth Equity: Exceptional Risk-Adjusted Returns
Speaker: Brad Bernstein, Partner and Head of New York Office, FTV Capital

14:30-14:40 GP Presentation: Life Science Ventures with an Industry Focus
Speaker: Peter Benson, Managing Partner, Sunstone Capital

Co-Investments and Direct Deal Making
Chairperson: Kiel Porter, Reporter, Private Equity News

14:40-14:55 Keynote Presentation: Co-Investments and Direct Deal Making:
Current State and Future Expectations
Speaker: Erik Thyssen, Managing Partner and Head of Co-Investments Europe,
AlpInvest Partners

Product Focus: Identifying the Most Rewarding Opportunities in Booming  Emerging Markets
Chairperson: Kiel Porter, Reporter, Private Equity News

14:55-15:10 Keynote Address: Submerging, Emerged and Emerging Markets
Speaker: Robert Nef, Member of Management Team, Swiss Re Private Equity Partners

15:10-15:20 Sector Performance Overview: Emerging Markets
Speaker: Miriam Schmitter, Managing Director, Head of International Private Equity and Venture Capital Research, Cambridge Associates

15:20-15:30 GP Presentation: Luxury Goods Trends in Asia: Case Studies and Opportunities for International Private Equity
Speaker: Jean-Philippe Tripet, Chairman Aravis S.A.

15:30-15:50 Coffee and Networking

LP Focus
Chairperson:Paul Hodkinson, Editor, Private Equity News

15:50-16:10 Head to Head Debate Session: Why and How Should LPs Get Ready for An Unprecedented Economic Environment in Europe?
Moderator: Javier Echarri, Director, LDS Partners
Speakers: Sven Soderblom, Partner, Arcano
Alexander Brummeler, Director, Wilshire Associates Europe B.V

16:10-16:30 Open Forum Discussion: Things GPs Do To Make LP’s Fall Out of Love With Them
Moderator: Paul Hodkinson, Editor, Private Equity News
Speakers: Alan Ross, Director, Aztec Group
Brian Blakemore, Chairman Advisory Panel, Aztec Group

16:30-16:40 Closing Address: Andreas Klimsa, Publisher, Private Equity News, Dow Jones

16:40 Drinks and Networking