9:00 - 9:15 |
OPENING NOTE :
Message from Charlie McCreevy - European Commissioner for the Internal Market and Services, EUROPEAN COMMISSION
KEYNOTE 1: Thomas Pütter – Chairman, Allianz Capital Partners
KEYNOTE 2: Jean-Louis de Bernardy - President, AFIC
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9:15 - 10:05 |
Panel 1: Great Insights from private equity leaders
What is the future landscape of Private Equity on a 10 year perspective?
Keeping the Management Portfolio active in a downturn
Asset allocation best practices: are crisis years the best vintage?
Expectations, returns and allocations – Understanding today's challenges for investors
Long term investments perspective in France and Europe
Deploying cash without good leverage: pros and cons, solutions
How do LPs best negotiate with Gps to improve terms and conditions ?
Diversification: now more than ever
Wouter Moerel - Partner, Alpinvest
Filippo J. Cardini - Chief Operating Officer & Managing Director, TowerBrook Capital Partners
Thomas Pütter – Chairman, Allianz Capital Partners
Bertrand Finet – Member of the Executive Board, Fonds Stratégique d'Investissement
Pierre Etienne Lorenceau - Chief Executive Officer, Leaders League
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10:05 - 10:55 |
Panel 2: Shopping Time: What Sectors and Regions ?
Emerging countries = emerging opportunities?
Sector industry emerging from the crisis - New cash cows
What are the businesses fostered by the crisis that will bloom in the “spring”?
Small & Mid Size deals
How will the LPs manage their commitments and where will they look at in 2010
Corporate Buyer VS Private Equity in a credit-poor economy
Global vs Local GPs: Pros & Cons
Private Equity still out-performs most other asset classes
Monish Dutt - Chief Credit Officer for Global Financial Institutions & Private Equity Funds, International Finance Corporation (World Bank Group)
Christopher Masek – Managing Partner, IK Investment Partners
Benjamin Revillon – Managing Partner, BEX Capital
Julian Brown – Member of the Global Management Board for Corporate Finance & Head of Corporate Finance Spain, PricewaterhouseCoopers
Jonathan Braude - Senior Writer, The Deal |
10:55 - 11:15 |
Networking Break |
11:15 - 12:05 |
Panel 3: Industry structure change: Secondary Market Solutions
Living in a Deleveraging World
New Secondaries Market Developments
How LPs are using secondaries to shuffle their commitments
Are there enough deals for a generous number of buyers?
Structured transactions – the bridge between buyers and sellers
Secondaries: Returns boosted by current volatility?
2009: The Year of the Secondaries
Timothy Weld - Vice President, Parish Capital
Laura Shen Lefranc – Founder & Partner, Headway Capital
Eric Pathé - Investment Director, Greenpark Capital
Valérie Handal - Vice President, HarbourVest Partners
Jonathan Braude - Senior Writer, The Deal
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12:05 - 13:45 |
Networking Lunch
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13:45 - 14:00 |
KEYNOTE:
Monish Dutt - Chief Credit Officer for Global Financial Institutions & Private Equity Funds, International Finance Corporation - World Bank Group
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14:00 - 14:50 |
Panel 4: Leveraged (Re) Finance 2009/2010
Refinancing bank debt through the high yield bond market
The corporate perspective: refinancing large acquisitions through spin-offs
What are the alternative investment tools: mezzanine, corporate debt of the operating company?
The golden days for mezzanine or will high yield replace mezz ?
Likelihood for bond market to take over a part of the loan market
Apparent improvement of credit markets: here to stay? Relevant for Private Equity?
Rescuing the business by the banking syndicate playing the role of the financial buyer ? Lenders have the power now, but how long will it last ?
Jean Bergeret - Head of Leveraged Finance Europe, BNP Paribas
Eric Meyer – Senior Banker & Head of Financial Sponsor, Societe Generale
Nathalie Savey – Head of Leveraged Loans, Axa IM
Franck Duhamel - Partner, Park Square Capital
Eric Cartier Millon – Partner, Gide Loyrette Nouel
Tim Polglase – Partner, Allen & Overy
Pierre Etienne Lorenceau - Chief Executive Officer, Leaders League
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14:50 - 15:40 |
Panel 5: Complex Deals and Valuation Discipline
Creating Investments at Low Valuations
Valuation of distressed entities: is it worth investing in?
The consistent valuation of an underlying portfolio
New operations valuation
Financing large deals in the next 18 months
Transformational acquisitions: Corporate buyers VS Private Equity
Secondary market valuation of funds and portfolios
Chris Masterson - Chief Executive Officer, Montagu Private Equity
Louis Prothery - Director, Citigroup
Benjamin Kanovitch - Partner, Bredin Prat
Frederic Dubuisson - Managing Director, Duff & Phelps
Pierre Etienne Lorenceau - Chief Executive Officer, Leaders League
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15:40 - 15:55 |
Networking Break |
15:55 - 16:45 |
Panel 6: The new LP – GP Relationship
Winning the war for funding
New terms in fundraising allocation
Negotiating the extension of the funds lifetime VS a different cash call
Transparency, trust and patience
Assessing past cycles and patterns in fundraising to forecast recovery rates
Asset allocation winning moves in uncertain times
Paul Newsome – Executive Director, Head of Private Equity, Unigestion
Philippe Roesch - Head of Private Equity Europe & Managing Director, Auda International
Charles Soulignac – Managing Partner, Fondinvest
Amanda Tonsgaard – Director, Capital Dynamics
Pierre Etienne Lorenceau - Chief Executive Officer, Leaders League
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16:45 - 17:00 |
CLOSING NOTE:
Etienne Paresys - Head of Research, Preqin
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