Program 2018

THURSDAY, 25 OCT. 2018FRIDAY, 26 OCT. 2018
9.00 – 9.30

REGISTRATION and WELCOME COFFEE

9.30 – 9.45

Welcome

Daniel Schäfer Astrid Dörner

Daniel Schäfer, Finance Editor, Handelsblatt
Astrid Dörner, US Correspondent, Handelsblatt

GLOBAL AND POLITICAL DEVELOPMENTS

9.45 – 10.05ECONOMIC PERSPECTIVE

Risk and opportunities for economic growth and capital markets

Holger SchmiedingHolger Schmieding
Chief Economist
Berenberg

10.05 – 10.25KEYNOTE

Financial markets and private equity – a political view

Dr Levin HolleDr Levin Holle
Director General, Financial Markets Policy Department
Federal Ministry of Finance, Germany

10.25 – 11.00

PANEL DISCUSSION

WITH:

Dr Levin Holle  Holger Schmieding

Dr Levin Holle, Director General, Financial Markets Policy Department, Federal Ministry of Finance, Germany
Dr Jörg Rockenhäuser, Member of the Investment Committee and Executive Committee, Head of Permira’s Frankfurt office, Permira
Holger Schmieding, Chief Economist, Berenberg

11.00 – 11.30

NETWORKING BREAK WITH TEA AND COFFEE

FUTURE OF PRIVATE EQUITY

11.30 – 11.50INDUSTRY INSIGHTS

Daniel Schäfer

Johannes P. Huth, Member & Head of KKR EMEA, KKR

talks to
Daniel Schäfer

11.50 – 12.30

PANEL

Future of the European Private Equity market: Trends, strategies and political impacts

Daniel SchäferMODERATION:
Daniel Schäfer

WITH:

 Jan Philipp Schmitz 

Johannes P. Huth, Member & Head of KKR EMEA, KKR
Jan Philipp Schmitz, Member of the Executive Committee, Ardian
Robert Seminara, Senior Partner and Head of European Private Equity, Apollo Global Management

12.30 – 12.45KEYNOTE

 

How private equity can support future-proofing of family owned businesses for long-term and sustainable growth

Marcus BrenneckeMarcus Brennecke
Deputy Head of Equity
EQT

12.45 – 12.50

Q & A

12.50 – 14.15

NETWORKING LUNCH and NEXTGEN SESSION

13.15 – 14.00

NEXTGEN SESSION
Next generation session for young professionals (under 45)

• • • • PARALLEL SESSION • • • • PARALLEL SESSION • • • •

Promote those with high potential and encourage communication between experienced partners and the next generation through mentoring. A next generation session especially for young talents (maximum age 45 years) will take place. Here, the younger generation can meet and chat to experienced private equity experts.

MENTORING BY:

Marcus Brennecke Dr Jürgen Diegruber

Marcus Brennecke, Deputy Head of Equity, EQT
Dr Jürgen Diegruber, Partner, Partners Group
Robert Seminara, Head of Europe, Senior Partner and Head of European Private Equity, Apollo Global Management

VALUE CREATION

14.15 – 14.30

Carve out – Creating value for investors

Robert Seminara
Senior Partner and Head of European Private Equity
Apollo Global Management

14.30 – 14.40

Q & A

14.40 – 15.00

Cross-border carve-outs – the seller’s perspective on private equity investors as purchaser of the carved out business

Prof Dr Gerhard SchmidtProf. Dr Gerhard Schmidt
Partner
Weil, Gotshal & Manges

15.00 – 15.10

Q & A

15.10 – 15.45

NETWORKING BREAK WITH TEA AND COFFEE

TECHNOLOGICAL CHANGE

15.45 – 16.00IMPULSE

The use of technology in private equity investments to create value

Hermann DambachHermann Dambach
Managing Director
Oaktree Capital

 

16.00 – 16.20

TALK

Private equity as a driver for technological change

WITH:

Hermann Dambach

Hermann Dambach
Managing Director
Oaktree Capital

16.20 – 17.00KEYNOTE SPEECH AND TALK

Greetings from Omaha: Why selling to Warren Buffett is an appealing alternative for family owned companies in Germany

Zypora Kupferberg Astrid Dörner

Zypora Kupferberg, CEO, Kupferberg Transactions and Representative of Berkshire Hathaway
Astrid Dörner,
US Correspondent, Handelsblatt

17.00 – 17.15 IMPULSE

Strategies of Chinese investors in Europe

Inna GehrtInna Gehrt
Partner
Mandarin Capital Partners

17.15 – 17.30

Q&A and Talk

17.30 – 17.45

Summary and end of the first day

18.15

Evening Event

Networking dinner at the “Frankfurter Botschaft”

 

8.30 – 9.00

WELCOME COFFEE

9.00 – 9.05

Welcome

Daniel Schäfer Astrid Dörner

Daniel Schäfer, Finance Editor, Handelsblatt
Astrid Dörner,
US Correspondent, Handelsblatt

FUNDING AND OPERATIONS

9.05 – 9.25KEYNOTE

Capital markets: European issues

Sven GiegoldSven Giegold
Member of the European Parliament
financial and economic policy spokesperson of the Greens/EFA group

9.25 – 9.30

Q&A

9.30 – 9.45MORNING TALK

Looking beyond the performance: What investors really expect from fund managers

  • Why superior returns are still necessary but no longer sufficient
  • Why ESG is no longer a “nice to have” element in the private equity strategy
  • How to boost performance with a sensible ESG approach

Dörte HöppnerDörte Höppner
COO
Riverside Europe and member of Level20

9.45 – 9.50

Q&A

9.50 – 10.10

Current regulation issues for Private Equity

  • Consequences and impact of Brexit
  • New structures for Private Equity

Patrica VolhardPatrica Volhard
Partner
Debevoise & Plimpton LL

10.10 – 10.15

Q & A

10.15 – 10.30

DEAL CASES

  • Strategies and impacts
  • Leasons learned

Dr Ewald WalgenbachDr Ewald Walgenbach
Managing Partner
BC Partners

10.30 – 10.45

All weather investing in PE, from distressed for control to LBO

  • All weather investing and overview of the cycle
  • Case study 1: a distressed for control, Apcoa
  • Case study 2: a transformational LBO, BFF

Ben C. Langworthy
Senior Managing Director
Centerbridge Partners Europe

10.45 – 11.30

FUNDING PANEL

What would it take to invest even more?
Pressure on fees and more direct investments: Are Private Equity-Funds in need of a makeover?

Jürgen Breuer   Dr Ewald Walgenbach

Jürgen Breuer, Member of the Investment Committee of Pemberton Asset Management
Ben C. Langworthy,
Senior Managing Director, Centerbridge Partners Europe
Dr Ewald Walgenbach, Managing Partner, BC Partners

11.30 – 12.00

NETWORKING BREAK WITH TEA AND COFFEE

VALUE CREATION

12.00 – 12.15DEAL CASE

Value creation in the health care sector

Holger SchnoesHolger Schnoes
Managing Director
Advent International

12.15 – 12.30TALK

Investing in Healthcare: Current trends and opportunities

Eric Rouzier Holger Schnoes

Eric Rouzier, Partner, Clayton, Dubilier & Rice (CD&R)
Holger Schnoes,
Managing Director, Advent International

VENTURE AND FINTECHS

12.30 – 13.00TALK

Venture Capital and Start-Ups, Fintechs

Philipp FreisePhilipp Freise
Member, Private Equity & Head of TMT, Europe
KKR

13.00 – 13.05

Summary and end of the summit

13.05

Business Lunch