Private Equity In Emerging Markets 2014
14 October 2014 | Intercontinental Park Lane, London #PEEM2014 
07:15 - 08:30Limited Partners-Only Breakfast
08:00 - 08:45Registration and Refreshments
08:45 - 08:55Welcome Remarks
Silvia Pavoni, Economics Editor, The Banker
Jeffrey Leonard, Chairman, EMPEA
08:55 - 09:25Opening Keynote Address
James Robinson, David Florence Professor of Government, Harvard University and Co-Author of Why Nations Fail

09:25 - 10:20Panel Session: Regional Roundup – Where are the Hot Opportunities Today?
  • Which countries are ripe for EM PE Investment?
  • Is the noise around the BRIC’s decline warranted, or are there still area of opportunity? If so, where?
  • Where are regulatory regimes inviting for PE investment and which frameworks are a few steps behind?
  • What are the merits of a global strategy vs. a country or region-specific strategy and vice versa?
Geoffrey Burgess, Partner,
Debevoise & Plimpton 
Jay Koh, Managing Director and Partner, Siguler Guff & Company
Nicolas Rohatyn, Chief Executive Officer and Chief Investment Officer, The Rohatyn Group (TRG)
Neil Shearing, Chief Emerging Markets Economist, Capital Economics

Jonathan Wheatley, Deputy Emerging Markets Editor, Financial Times

10:20 - 10:45Networking Coffee Reception
10:45 - 11:30Keynote Discussion: Considering the Russian/CIS landscape
  • How are geopolitical issues affecting the business environment in the CIS region?
  • What impact is the Ukraine conflict having on private equity in the region?
  • How can fund managers and investors preserve value in their portfolios during uncertain times?
  • What next for Russia and the wider CIS?
Michael Calvey, Founder and Senior Partner, Baring Vostok Capital Partners
Henry Potter, Partner, Alpha Associates
Mujtaba Rahman, Practice Head, Europe, Eurasia Group
Mohammad Zahoor, Chairman, ISTIL Group; Owner/Publisher, Kyiv Post
Silvia Pavoni, Economics Editor, The Banker
11:30 - 11:55Keynote Presentation
Luis Paulo Rosenberg, Managing Director, Co-Found and Partner, Rosenberg Partners
11:55 - 12:45Fireside Chat: Rethinking Emerging Markets Strategies

Andrew Huntley, Senior Managing Director, BDA
Euvin Naidoo, Head of Strategy, Barclays Africa, Regional Management
George Magnus, Independent economist, consultant and commentator

Jonathan Wheatley, Deputy Emerging Markets Editor, Financial Times 
12:45 - 13:45Networking Luncheon
13:45 - 14:30Sector and Strategy Spotlight: Exploring Targeted Strategies Across the Globe
Our presenters will each give a 10 minute pitch to sell the industry or investment style in which they specialise.
  • Distressed Investing: Benjamin Fanger, Co-Founder and Managing Director, Shoreline Capital
  • Energy Infrastructure Investing: Scott Mackin, Managing Partner and Co-President, Denham Capital 
  • Forestry Investing: Jeffrey Leonard, President, Global Environment Fund
  • Healthcare: Khawar Mann, Managing Director, The Abraaj Group
Moderator: John Authers, Senior Investment Columnist, Financial Times, and Author, The Fearful Rise of Markets
14:30 - 15:30Panel Session: Founders Panel - Building an Enduring Investment Firm
  • What were the seminal moments in the history of your firm that made the difference between success and failure?
  • What are the key elements to get right early on, to ensure effective investment decision-making?
  • What are the key elements to get right to ensure that the business scales early and sustainably?
  • PE is about people: what were the toughest and best decisions you made about people? What did you learn?
Teresa Barger, Co-Founder and Senior Managing Director, Cartica Capital
Andrew Kuper, Founder and CEO, LeapFrog Investments 
Ziad Oueslati, Managing Director and Co-Founding Partner, AfricInvest Group
Robert Petty, Managing Partner and Co-Founder, Clearwater Capital Partners

Robert van Zwieten, President & Chief Executive Officer, Emerging Markets Private Equity Association (EMPEA)

15:30 - 15:55Networking Coffee Break
15:55 - 16:10Keynote Introduction: Setting the Stage
Thomas Meyer, Director, LDS Partners and Author, Private Equity Unchained

16:10 - 16:45Keynote Discussion: Examining the Implications of Strategic Asset Allocations
Peter Cornelius, Managing Director, AlpInvest Partners Inc.
Thomas Meyer, Director,
LDS Partners and Author, Private Equity Unchained
John Authers, Senior Investment Columnist, Financial Times and Author, The Fearful Rise of Markets

16:45 - 17:30Interactive Q&A: Ask the Limited Partners
During this interactive session, GPs are encouraged to submit their questions to the panel of LPs to uncover valuable information about investor appetites, motivations and pain points. 

Jesús Argüelles, Portfolio Manager, Ontario Teachers’ Pension Plan (OTPP)
Sasja Beslik, Head of Responsible Investment and Governance, Nordea Investment Funds
Gonzalo Erroz, Head of Private Equity Europe, Asia, Africa, Allstate Investments
Frédéric Godbout, Vice-President, External Portfolio Management – Private Equity, The Caisse de Dépôt et Placement du Québec (CDPQ) 

Henry Smith, Editor, Analysis, Mandate Wire, FT Group
17:30 - 17:35Closing Remarks
Robert van Zwieten, President & Chief Executive Officer, EMPEA
Silvia Pavoni, Economics Editor, The Banker

17:30 - 19:30EMPEA Members-Only Reception
Co-hosted by EMPEA, FT Live and Debevoise & Plimpton LLP at No.4 Hamilton Place