Main Conference Day 1
Main Conference Day 1
- Jean Devlin - Partner, Control Risks
The rollercoaster continues: in an environment of high inflation, high US interest rates, fiscal tightening, and looming recessions, how are the emerging markets being impacted? The BRICS alliance and a brand new currency: is it all doom and gloom for growth markets or is there opportunity in the midst of uncertainty? Looking at the lasting impacts of the war in Europe, the energy crisis, and rising commodity prices – distant Western problems or still feeling the pressure? Looking ahead: in the context of surging nationalism, influential elections, and fragile trade relations, what will 2024 bring for emerging markets investors, and what does the economic recovery timeline look like?
- Dr Sweder van Wijnbergen - Professor, Economics Faculty, University of Amsterdam
In what ways will demographic and urbanisation trends provide supportive tail-winds for long term growth in emerging markets? Exploring the regional comparisons and complexities – what kind of cash flow, profitability rates, equity return, and dividend yields are the different continents seeing right now? Is protectionism on the rise, and if so, what are the economic implications for international trade and investor sentiment? Cloudy with a chance of sunshine: how are the biggest players in the market managing the downturns after a strong couple of years?
- Emre Karabekirogullari - Director of Investments, Private Equity, Sarona Asset Management
- Norberto Jannuzzi - Partner & Head of Private Equity Healthcare Strategy, Patria Investments
- Shaka Kariuki - Co-CEO & Chief Investment Officer, Kuramo Capital Management
- Wale Ayeni - Managing Partner, Helios Digital Ventures
Given the current climate, are the LPs willing to accept lower hurdle rates? Turning heads: what do different types of LPs want to see from GPs, and how can business models be streamlines to mitigate the negative risk fears? Which geographies and sectors are high on the LP radar for the upcoming year? Are more institutional investors starting to expand into developing markets or is the comfort zone still far too tempting?
- Marius Chirila - EM Private Equity Allocations, European Investment Bank (EIB Global)
- Agnes Beri-Jousselin - Head of Private Equity and VC, Axian Group
- Ndèye Diago Dièye - Managing Director, Nyala Venture
What makes India such an attractive investment destination for worldwide markets? Expanding relationships: in what ways is India benefiting from China and Russia’s decoupling from the West? Exploring successful exit strategies – what does the IPO market look like in this region? The next wave of technology: how is India fostering resilience in the context of volatile valuations, and which sectors are top of mind for the new generation of entrepreneurs? What regulatory challenges is India facing, and how are they being confronted?
- Shivani Bhasin Sachdeva - Founder & CEO, India Alternatives Private Equity Fund
- Archana Jahagirdar - Founder & Managing Partner, Rukam Capital
- Anshu Gupta - Partner, C4D Partners
- Rahul Vohra - CEO & Executive Chairman, Millerhill Advisors
How can blended finance support the climate transition in emerging markets? Getting public and private on the same page: the importance of a common blended finance language and how to speak it. A/B loan programs, new partnerships, and financial returns – what's next for blended finance?
- Elvira Lefting - Managing Director, Finance in Motion
- Chris Clubb - Managing Director, Europe, Convergence
What does LP appetite look like for smaller cheques? How to provide technical assistance beyond the financial context to support the enterprises that drive employment, growth, and livelihoods in emerging markets? In what ways can local and international capital providers work together to develop financing vehicles, and address the SME gaps in developing markets?
- Yazan Mustafa - Co-Founder, Mandeleo
- Evelyne Dioh Simpa - Managing Director, WIC Capital
- María Ángeles León - Co-Founder & President, Global Social Impact Investments
- Farah Al-Mazrui - Head of Investments, Aliph Capital
Exploring the advantages of integrating political risk insurance into risk management frameworks. In what ways have some emerging markets currencies exhibited remarkable resilience in comparison to developed markets, and why? It’s not so black and white – is risk in developing markets too often branched into two simple lenses: foreign aid, and high risk/high return? In a world of increased sovereign debt default risk, and political riots in countries that never saw them at this scale before, how are investors shifting their mindsets and strategies?
- Benjamin Dabrah - Partner, Value Creation /Investment team, African Capital Alliance (ACA)
- Martin Diaz Plata - Head of Private Equity Investments, BlueOrchard
- Cyrille Arnould - Managing Partner, Annycent Capital
A select number of GPs will present their fund to a group of LPs, individually, in a closed-door setting. Each GP will have 10 minutes to make their case, including time for audience Q&A.
Moderator: Alexandre Alfonsi, Founding Partner, Axonia Partners
Presentation 1: Beatriz Souza, Director and Head of Distribution and IR for the Private Capital Division, BTG Pactual
Presentation 2: Arvind Agarwal, Founder/CEO, C4D Partners
Presentation 3: Hema Vallabh, Founding Partner, FIVE35 Ventures
These exclusive presentations are only open to pre-registered development finance institutions, endowments, foundations, insurance companies, pension funds and sovereign wealth funds, subject to qualification.
For GPs: to apply for pitching, please contact Marcia Brissett at marcia.brissett@informa.com
For LPs: to join, please contact Adrianna Moskal at adrianna.moskal@informa.com
- Alexandre Alfonsi - Founding Partner, Axonia Partners
- Beatriz Souza - Director and Head of Distribution and IR for the Private Capital Division, BTG Pactual
- Arvind Agarwal - Founder & CEO, C4D Partners
- Hema Vallabh - Founding Partner, FIVE35 Ventures
- Jean Devlin - Partner, Control Risks
What are the implications of a volatile geopolitical landscape on portfolio company operations within emerging markets? Evaluating the importance of having boots on the ground. Getting your hands dirty is a good thing – how are fund managers assisting portfolio companies through active financial and technical methods? Resources, connections, and legal aid – what tools and steps are investors undertaking to generate maximum value?
- Vishal Shah - Executive Director, TresVista
- Eva Yazhari - General Partner, Beyond Capital Ventures
- Barthout van Slingelandt - Managing Partner, XSML Capital
What kind of investment business models have proved most successful in LatAm? With a history of political and market volatility, how is the region positioned for investment in the context of recent and upcoming elections? Exploring the role of government intervention, private infrastructure activity, and technology disruption on deal flow in the region. Why is crypto still a big deal here? The less glossy bits: what are LatAm funds and investors currently struggling with?
- Beatriz Amary - Partner, Amadeus Capital Partners
- Enrique Bascur - Managing Partner, Australis Partners
- José Guilherme Souza - Head of Infrastructure & Climate Investments, Vinci Partners
- Luis Fernando Lopes - Partner & Chief Economist, Patria Investments
- Fernando Marques Oliveira - Managing Director & Head of Brazil and Latin America, H.I.G. Capital
What does Lula mean for business and foreign investment in Brazil? A focus on monetary policy and the long-term effects of raising interest rates well in advance of the Fed. Home to the world’s largest rainforest, how is Brazil strengthening its stance on agricultural reform, energy transition, technology, and socioeconomic development? What obstacles are PE and VC firms tackling and what’s on the capital deployment and fundraising forecast for the coming year?
- André Maciel - Founder, Volpe Capital
- Pedro Pullen Parente - Co-Founder, eB Capital
- Gabriel Felzenszwalb - Co-Head of Private Equity, Vinci Partners
- Laura Jaguaribe - Managing Partner, Altitude Ventures
What does global LP appetite look like for the continent? What are the main bottlenecks from a fundraising perspective and how are firms absorbing the costs? Which regions are looking to become the greatest investment hotspots? New partners, and new target markets – in what ways has the progressive shift from raw material exports to services and middle-class based consumption grown African markets and established new trade relations?
- Lucas Kranck - Founding Partner, Ascent
- Franziska Reh - CEO & Founder, Uncap - Unconventional Capital
- Phathutshedzo Mabogo - Deputy Chief Investment Officer, Eskom Pension and Provident Fund (EPPF)
Navigating the challenges of financial constraints, high operating costs, and obscure regulations – how is the public and private sector getting more involved and what has evolved? Ports, rail, roads, and beyond – how firms are steering capital into power, transportation, and last mile logistics to enhance business efficiency. Are numerous impact measurement targets disincentivising the flow of capital into infra? Conversely, how is the green transition allowing for reforms in climate infrastructure projects, allowing GPs and LPs to tap into the continent’s natural resources?
- Rhoda Mhango - Head of Strategic Initiatives and Stakeholder Engagement, African Private Equity and Venture Capital Association (AVCA)
- Tayo Ajayi - Head, Agriculture Investments and Portfolio Manager, Presidential Infrastructure Development Fund, Nigeria Sovereign Investment Authority (NSIA)
- Paul Frankish - Investment Director: Head of Strategic Initiatives, African Infrastructure Investment Managers (AIIM)
How to make secondary transactions and co-investments between investors easier? Real examples: how are direct investments in emerging markets supporting economic integration, creating long-lasting relationships, and enhancing productivity? What continuation vehicles are growth market investors benefiting most from?
- Nicolas Muller - Head of Funds & Co-Investments, Blue Earth Capital
- Karthik Narayanaswamy - Partner, SeaLink Capital Partners
A beginner’s guide: how, why, and when does venture debt work in emerging markets? How to get comfortable with the risks through reporting, governance, and finding great partners.
- Julia Price - Co-Founder & Director, Linea Capital
- Chris Clubb - Managing Director, Europe, Convergence
How has the continent’s notable track record of VC and tech adoption helped to withstand some of the macro shocks? What are the top trends that could impact the African tech ecosystem in the next few years? Why will fintech never get old? How can the continent retain its young tech talent in an increasingly competitive global landscape?
- Dario Giuliani - Founder & Director, Briter Bridges
- Idris Bello - Founding Partner, Loftyinc Capital Management
- Charmaine Hayden - Founding Partner, GOODsoil VC
- Natalie Kolbe - Managing Partner, Norrsken22
- Zachariah George - Managing Partner, Launch Africa Ventures
How are fellow LPs strengthening governance measures to prevent reputational damage in situations where it is not always easy to monitor entire supply chains? Putting an end to modern slavery – the key crackdown measures for investors to adopt into their risk mitigation strategy. When fraudulent activity is disguised as cooperation – where to draw the line. How to continue holding the reigns in a world where delegation and cultural misunderstandings are rife.
Run strictly under the Chatham House Rule. Encouraging participants to speak openly on the topics that really matter.
For LPs: to join, please contact Adrianna Moskal at adrianna.moskal@informa.com
- Maciej Ćwikiewicz - CEO, PFR Ventures
- Arslan Yousaf - Senior Investment Officer, Private Equity, FMO
End of main conference day one
- Jean Devlin - Partner, Control Risks