Private Equity in Emerging Markets 2015

FT Live Calendar

27/10/2015

07:15	Limited Partners - Only Breakfast
08:00	Registration and Refreshments
08:45	Welcome Remarks Henny Sender, Chief Correspondent, International Finance, Financial Times Robert van Zwieten, President & Chief Executive Officer, EMPEA
09:00	Keynote Address Martin Wolf, CBE, Associate Editor and Chief Economics Commentator, Financial Times
09:30	Panel Session: Emerging Markets Outlook Expert panellists share expectations for 2016 and beyond Factors influencing EM growth Global EM PE Industry Trends The Evolution of Financing Models Angus Downie, Chief Economist and Head of Economic Research, Ecobank Christopher Torrens, Senior Managing Director, Global Risk Analysis, Control Risks Alex Vleming, Regional Head of Principal Investments - EMEA, Swiss Re Moderator: Henny Sender, Chief Correspondent, International Finance, Financial Times
10:00	The Case for Emerging Markets Private Equity Why should investors be paying attention to EM PE? This session will examine the riskreturn profile of EM PE in comparison to developed markets PE; the opportunity set and exposure in EM via PE versus public markets; and the role PE plays in financing companies in developing economies to provide investors with a compelling, datadriven case for allocating to EM PE. Roger Leeds, Professor & Director of the Center for International Business and Public Policy, Johns Hopkins School of Advanced International Studies (SAIS) and Founding Chairman, EMPEA Nicholas Rohatyn, Chief Executive Officer and Chief Investment Officer, The Rohatyn Group Tom Speechley, Partner, The Abraaj Group Moderator: Maryam Haque, Senior Director, Research, EMPEA
10:30	Networking Coffee Reception
11:10	Panel Session: Persistence, Performance and Returns Identifying investment opportunities and executing effective diligence Strategies to best drive risk-adjusted returns Managing unexpected portfolio challenges Examining global exit prospects Panelists: Thomas Barry, President and CEO, Zephyr Management Michael Calvey, Founder and Senior Partner, Baring Vostok Capital Partners Ziad Oueslati, Managing Director and Co-Founding Partner, AfricInvest Daniel Schoneveld, Principal, Hamilton Lane Moderator: Geoffrey Burgess, Partner, Debevoise & Plimpton
12:00	Globalisation and Systemic Risk: Why Investors Should be Risk Takers Ian Goldin, Professor of Globalisation and Development and Director of the Oxford Martin School, University of Oxford
12:20	Keynote Address
12:40	Networking Luncheon
13:40	Interactive/Rapid Fire Q&A: Ask the Limited Partners Pose your questions to our panel of LP’s to uncover valuable information about investor appetites, motivations and pain points. Panelists: Anne Fossemalle, Director, Equity Funds, EBRD Serge Lepine, Chief Executive Officer, The Qatar Abu Dhabi Investment Company (QADIC) Tolu Osekita, Investment Director, InvestFord Partners Padmesh Shukla, Head of Pensions Investment, TfL Pension Fund Moderator: Henry Smith, Editor, MandateWire
14:30	Breakout Sessions Breakout Session: Infrastructure and Energy Investments in Emerging Markets Burgeoning demand for electricity in developing economies is driving a need for substantial investment in energy infrastructure. This presents an opportunity for investors to earn compelling returns while also spurring economic growth and development through increased access to reliable and affordable power. In this panel, contributors to EMPEA’s recently-released Special Report: Private Investing in the Power Sector in Emerging Markets, discuss key themes in EM power sector investing, including: What are the fundamentals driving the opportunity for private investors in infrastructure assets, especially power infrastructure? What strategies can help mitigate risk for energy infrastructure development? What is the current state of play for fund managers investing in infrastructure, in terms of fundraising, investment and exit activity? Can EM infrastructure projects be completed in compliance within FCPA and ESG guidelines? What themes are likely to shape the scale and scope of private investment in EM infrastructure in the coming decades? Panelists: Cyrille Arnould, Head of GEEREF, European Investment Bank (EIB) Scott Mackin, Managing Partner and Co-President, Denham Capital Brooks Preston, Head of Investment Funds Department, Overseas Private Investment Corporation (OPIC) Aygen Yayıkoğlu, Founder and Managing Partner, Crescent Capital Moderator: Jeff Schlapinski, Manager, Research, EMPEA
15:20	Networking Coffee Break
15:50	Fireside Chat with Bruce Zimmerman, Chief Investment Officer, UTIMCO Interviewer: Henny Sender, Chief Correspondent, International Finance, Financial Times
16:10	Presentation Session: The Opportunity Showcase GPs present the sector/strategy/geography they specialize in to a panel of LPs for constructive feedback Which sectors, strategies and geographies present the best investment opportunities? Which factors have greater influence on LP investment decisions? Presenters: Asia Secondary Direct Opportunities: Harjit Bhatia, Executive Chairman & Founding Partner, Asia Growth Capital Advisors Asia Direct Lending: Robert Petty, Managing Partner and Co-Founder, Clearwater Capital Partners Impact Investing: Jim Roth, Cofounder and Partner, LeapFrog Investments LP Panel Serge Lepine, Chief Executive Officer, The Qatar Abu Dhabi Investment Company (QADIC) Daniel Schoneveld, Principal, Hamilton Lane Bruce Zimmerman, Chief Investment Officer, UTIMCO Moderator: Stefania Palma, Editor, The Banker
17:00	Closing Video and Discussion: Spotlight on Ukraine Introductory video featuring The Banker’s Stefanie Linhardt interviewing Ukrainian Finance Minister, Natalie Jaresko. Panellists: Anne Fossemalle, Director, Equity Funds, EBRD Alex Munteanu, Managing Director, Private Equity Investments, Dragon Capital Henry Potter, Partner, Alpha Associates Ron Slimp, Managing Partner, TD International Moderator: Stefanie Linhardt, Europe Editor, The Banker
17:20	Closing Remarks Henny Sender, Chief Correspondent, International Finance, Financial Times Robert van Zwieten, President & Chief Executive Officer, EMPEA
17:30	EMPEA Members-Only Reception Co-hosted by Financial Times, EMPEA and Debevoise & Plimpton at No.4 Hamilton Place