Key Sessions
Deven Parekh
Keynote address: The future of software
Insight Partners
David Rubenstein
Keynote address: America post impeachment, Europe post Brexit
The Carlyle Group
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Main Conference Day 1
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Main Conference Day 1
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07:30 - 08:0030 mins
Registration and welcome coffee
08:00 - 08:1515 mins
Day 1
Chair’s welcome address
- Ruulke Bagijn - Head of Investment Solutions, The Carlyle Group and Co-Head of Primaries, AlpInvest Partners, The Carlyle Group
08:15 - 08:4530 mins
Day 1
The Global Economy: Productivity, Politics and Pestilence
- Stephanie Flanders - Senior Executive Editor for Economics & Head of Bloomberg Economics, Bloomberg
08:45 - 09:1025 mins
Day 1
Keynote interview: The challenge of delivering compelling risk-adjusted investment returns throughout market cycles
- Michael Arougheti - Director, Co-Founder, Chief Executive Officer and President, Ares Management LLC
- John O’Sullivan - Buttonwood columnist, The Economist
09:00 - 09:4545 mins
Engaged conversation
Macroeconomics and politics
- Stephanie Flanders - Senior Executive Editor for Economics & Head of Bloomberg Economics, Bloomberg
09:10 - 09:4030 mins
Day 1
State of the union: What are the key gamechangers for private equity today?
- Hartley Rogers - Chairman, Hamilton Lane
- Matthew Kabaker - Senior Managing Director, Global Co-Head of Private Equity, Centerbridge Partners
- Bill Ford - CEO, General Atlantic
- Ming Lu - Head of Asia Pacific, KKR
- Marcus Brennecke - Partner and Co-Head of EQT Private Equity advisory team, EQT
09:40 - 10:0525 mins
Day 1
Keynote address: The future of software
- Deven Parekh - Managing Director, Insight Partners
09:50 - 10:3040 mins
Engaged conversation
The power of emotions in PE investing
- Mark McDonald - Global Head, DWS Private Equity
- Richard Taffler - Professor of Finance and Accounting, The University of Warwick
- David Cooper - Managing Partner, Cooper Limon
10:05 - 10:3025 mins
Day 1
Fireside chat: The global investment landscape for 2020 and beyond
- Kewsong Lee - Co-Chief Executive Officer, The Carlyle Group
- Matt Miller - Anchor, Bloomberg TV
10:30 - 11:0030 mins
Day 1
Morning coffee and networking break
10:30 - 11:3060 mins
Engaged conversation
Spotlight on regulation
- Patricia Volhard - Partner, Debevoise & Plimpton
- Lina Vatėnaitė - Legal Officer, European Commission
- Nigel Williams - Chairman, Royalton Partners
- Tim Hames - Director General , BVCA 2013-2019
11:00 - 11:2525 mins
Day 1
Fireside chat: Private equity -- key drivers of growth across market cycles
- Leon Black - Chairman and Chief Executive Officer, Apollo
- Hartley Rogers - Chairman, Hamilton Lane
11:25 - 11:5025 mins
Day 1
Operating in a culture of radical truth and radical transparency to build the best possible understanding of global economies and markets
- Eileen Murray - Co-Chief Executive Officer, Bridgewater Associates
- Jennifer Prosek - Founder & CEO, Prosek Partners
11:50 - 12:2030 mins
Day 1
LP Perspectives: Putting capital to work
- Philipp Patschkowski - Managing Director, Neuberger Berman
- Mark Lyon - Head of Equities and Alternative Investments, Border to Coast Pensions Partnership
- Katja Salovaara - Senior Investment Officer - Private Equity, New York City Retirement Systems
- Christina Pamberg - Managing Partner, Alcyon Holding
- Eberhard Vetter - Managing Director, RAG Stiftung
12:20 - 12:4525 mins
Day 1
Keynote Interview: Private equity is booming, private credit is soaring, how long will it last? what’s next?
- Jeff Aronson - Co-Founder, Managing Principal, Centerbridge Partners
- Henny Sender - Chief Correspondent, Financial Times
12:45 - 13:1530 mins
Day 1
The rise of private markets: what are the implications?
- Michael Halford - Partner and Head of Private Investment Funds for Europe and Asia, Goodwin
- Michael Siefke - Managing Director and Co-Head of Europe Private Equity, Bain Capital
- Robert Lucas - Managing Partner, CVC Capital Partners
- J.Christopher Kojima - Managing Director, Goldman Sachs
- Nikos Stathopoulos - Partner, Member of the Executive Committee, BC Partners
12:45 - 13:1530 mins
LP only
Engaged conversation: Co-investing: alpha or risk generator?
- Oliver Schumann - Managing Director, Capital Dynamics
13:15 - 13:4025 mins
Day 1
Fireside chat: How an owner/operator approach is effective in the current PE environment
- Cyrus Madon - Managing Partner, CEO Private Equity, Brookfield
- Sarah Syed - European Private Equity Correspondent, Bloomberg News
13:30 - 14:0030 mins
Quickfire showcase
Delegate quickfire showcase emerging/specialist managers
- Gordon Hargraves - Partner, Private Advisors
- Mark Boyle, Independent Senior Private Equity Advisor
- Oliver Fadly - Research Consultant, Private Markets, NEPC
13:40 - 14:1535 mins
Day 1
Networking lunch break
14:15 - 14:205 mins
Day 1
Afternoon Chair
- Pamela Hendrickson - Chief Operating Officer and Vice Chairman Strategic Initiatives, The Riverside Company
14:20 - 14:4525 mins
Day 1
Fireside Chat: Growth equity reimagined
- Jon Korngold - Senior Managing Director and Global Head of Blackstone’s Growth Equity, Blackstone
- Miriam Gottfried - Reporter, The Wall Street Journal
14:45 - 15:1025 mins
Day 1
Keynote interview : Developing differentiated angles in a competitive market
- Todd Sisitsky - Managing Partner, TPG Capital
- Sarah Syed - European Private Equity Correspondent, Bloomberg News
15:10 - 15:4030 mins
Day 1
Value creation and realisation: seeking new approaches to generate sustainable returns. What will be important 10 years from now?
- Atul Kapur - Co-Founder and Chief Investment Officer, Everstone Capital
- Mahadeva Matt Mani - Partner, Strategy&, part of the PwC Network
- Lorne Somerville - Managing Partner, CVC Capital Partners
- Simon Marc - Managing Director and Head of Private Equity, PSP Investments
15:40 - 16:0525 mins
Day 1
Keynote address: America post impeachment, Europe post Brexit
- David Rubenstein - Co-Founder & Co-Executive Chairman, The Carlyle Group
16:05 - 16:3530 mins
Afternoon refreshments and networking break
16:35 - 16:405 mins
Stream A: Mid market focus
Chair’s opening remarks
- Gordon Hargraves - Partner, Private Advisors
16:35 - 16:405 mins
Stream B: Infrastructure investments
Chair’s opening remarks
- Terrence Tehranian - Partner , Pioneer Point Partners
16:35 - 16:405 mins
Stream C: Update on secondaries
Chair’s opening remarks
- Philip Tsai - Global Head of Secondary Market Advisory, Managing Director, UBS Investment Bank
16:35 - 16:405 mins
Stream D: Value-added volatility & the PE cycle
Chair’s opening remarks
- Javier Espinoza - Private Capital Correspondent, Financial Times
16:35 - 16:405 mins
Stream E: Investor outlook
Chair’s opening remarks
- Mark Boyle, Independent Senior Private Equity Advisor
16:40 - 17:1030 mins
Stream A: Mid market focus
Latest developments and innovations in the mid market
- Gordon Hargraves - Partner, Private Advisors
- Lindsey McMurray - Managing Partner & Co-Founder, Pollen Street Capital
- Jan Johan Kühl - Managing Partner, Polaris Equity
- Íñigo Sánchez-Asiain - Founding Partner, Portobello Capital
- D.T. Ignacio Jayanti - Managing Partner, Corsair Capital
16:40 - 17:1030 mins
Stream B: Infrastructure investments
Gamechangers for infrastructure investments
- Dmitriy Antropov - Co-Head Private Infrastructure Integrated Investments, Partners Group
- Josh Raffaelli - Managing Director, Brookfield
- Cate Ambrose - CEO & Board Member, EMPEA
- Lennert Spek - Partner, Bain & Company
16:40 - 17:1030 mins
Stream C: Update on secondaries
Update on secondaries
- Bernhard Engelien - Managing Director, Greenhill & Co. International LLP
16:40 - 17:1030 mins
Stream D: Value-added volatility & the PE cycle
GP stakes from all angles
- Michael Rees - Managing Director and Head, Dyal Capital Partners
- Daniel Lavon-Krein - Partner, Kirkland & Ellis LLP
- Saul Goodman - Senior Managing Director, Evercore
- David Breach - Chief Operating Officer & Chief Legal Officer, Vista Equity Partners
16:40 - 17:1030 mins
Stream E: Investor outlook
The expansion of LP appetite
- Björn Waltmans - Managing Director, Wilshire Private Markets
- Miriam Schmitter - Managing Director, Commonfund Capital
- Sunaina Sinha - Managing Partner, Cebile Capital
- Andrew Brown - Head of Private Equity Research, Willis Towers Watson
- Warren Hibbert - Managing Partner, Asante Capital Group
17:10 - 17:4030 mins
Stream A: Mid market focus
Mid market: weathering the storm?
- Leith Moghli - Partner, Proskauer
- Eric Bismuth - CEO, Montefiore
- Pawel Gieryński - Managing Partner, Abris Capital
- Morten Welo - COO & Head of Investor Relations, FSN Capital
- Thorsten Dippel - Managing Director, Carlyle Europe Technology Partners, The Carlyle Group
17:10 - 17:4030 mins
Stream B: Infrastructure investments
The renewables revolution – only just beginning or running out of steam?
- Lucy Heintz - Partner, Actis
- Pooja Goyal - Partner and Head of Renewable and Sustainable Energy Team, The Carlyle Group
- Yorick Groen - Senior Portfolio Manager, Private Equity and Infrastructure, PGB
17:10 - 17:4030 mins
Stream C: Update on secondaries
Thinking outside the box – alternatives to a traditional secondary sale
- Philip Tsai - Global Head of Secondary Market Advisory, Managing Director, UBS Investment Bank
- Augustin Duhamel - Managing Partner, 17Capital
- Chris Baxter - Americas Head of Fund Financing and Investments, UBS Global Markets
- Greg Fayvilevich - Head of US Funds & Asset Management Group, Fitch Ratings
17:10 - 17:4030 mins
Stream D: Value-added volatility & the PE cycle
PE deal volume in 2018 finally surpassed 2007 highs. Will we look back at 2018 as a repeat of 2007’s peak?
- Javier Espinoza - Private Capital Correspondent, Financial Times
- Johanna Barr - Managing Director and Global Co-Head of Limited Partner Services, Advent International
- J.David Enriquez - Head of Private Equity, New York City Retirement Systems
- Neil Harper - Chairman, Turkven Private Equity
- Dev Kapadia - Senior Managing Director, Co-Chief Investment Officer of Private Equity, Cerberus
17:10 - 17:4030 mins
Stream E: Investor outlook
LPs on asset allocation
- Oliver Fadly - Research Consultant, Private Markets, NEPC
- Rainer Ender - Head of Investment Management, Schroder Adveq
- Joshua Fenton - Director of Investments, The Helmsley Charitable Trust
- Giovanni Orsi - Managing Director, Private Equity, Funds, PSP Investments
17:40 - 18:1030 mins
Stream A: Mid market focus
Specialisation in the lower mid market: Small is beautiful – but is specialisation required?
- Marc der Kinderen - Managing Partner, 747 Capital
- David Barbour - Managing Partner & Co-Founder, FPE Capital
- Eric Larson - Co-CEO, Tilia Holdings
- Kathryn Mayne - Managing Director, Horsley Bridge Partners
- Jean-Marc Jabre - Co-Founder, Capital D
17:40 - 18:1030 mins
Stream B: Infrastructure investments
“Horses for Courses”: Direct vs indirect and co-investment access to infrastructure investment opportunities
- Uwe Fleischhauer - Founding Partner and Managing Director, YIELCO Investments
- Yves Meyer Buelow - Managing Director, Allianz Capital Partners
- Dominik von Scheven - Senior Investment Manager, HSBC Alternative Investments
- Kelly Marshall - Executive Vice President, Strategic Partnerships, OMERS
17:40 - 18:1030 mins
Stream C: Update on secondaries
Secondaries: the next generation
- Oliver Gardey - Head of Private Equity Fund Investments, ICG Enterprise Trust
- Christian Diller - Partner & Co-Founder, Montana Capital Partners
- Gabriel Möllerberg - Managing Director, Goldman Sachs
- Tristram Perkins - Global Co-Head of Secondary Private Equity, Neuberger Berman
17:40 - 18:1030 mins
Stream D: Value-added volatility & the PE cycle
Distressed investing: are the right conditions finally around the corner?
- Yup Kim - Senior Portfolio Manager, Private Equity & Special Opportunities, Alaska Permanent Fund Corporation
- Chris Boehringer - Managing Director and Co-Head of Distressed Debt Europe, Oaktree Capital Management
- Shary Moalemzadeh - Managing Director & Co-Head, Carlyle Strategic Partners
- Todd Lemkin - Chief Investment Officer, Canyon Partners
- Ivelina Green - Global Head of Special Situations, Partner, CQS
- Skardon Baker - Senior Partner, Head of European Principal Finance, Apollo
17:40 - 18:1030 mins
Stream E: Investor outlook
New liquidity horizons - the silent revolution
- Richard Clarke-Jervoise - Head of Private Equity and Private Debt, BNP Paribas Wealth Management
- Paul Verbesey - Partner & Co-Chair of Private Investment Funds, Goodwin
- Paola Tarazi - Founder & Managing Partner, 16Capital Advisors
- Spencer Miller - Managing Director, Five Arrows Managers
- Jim Strang - Managing Director and Chairman, EMEA, Hamilton Lane
18:10 - 18:4030 mins
Stream A: Mid market focus
Exit activity in the mid market
- Vittorio Pignatti-Morano - Founding Partner, Chairman, Trilantic Europe
- Gilles Collombin - Partner & Head of Investor Relations, Charterhouse
- Ted Kramer - President & CEO, HKW
- Paul Newsome - Partner,Head of Investment Solutions, Unigestion
18:10 - 18:4030 mins
Stream B: Infrastructure investments
Analysing the pros and cons of different infrastructure models: Who wants to own core infrastructure anymore? Is core plus the new core?
- Justin Bower - Founding Partner, FirstPoint Equity
- Terrence Tehranian - Partner , Pioneer Point Partners
- Alexander Krater - Partner, Palladio Partners
- Ferdinand Dalhuisen - Managing Director, ODDO BHF Private Equity
18:10 - 18:4030 mins
Stream C: Update on secondaries
GP-led deals Version 2.0
- John Daghlian - Partner, Akin Gump LLP
- Matt Jones - Partner, Pantheon
- Valérie Handal - Managing Director, HarbourVest Partners
- Nik Morandi - Senior Principal, Funds, Secondaries & Co-Investments (London office), CPP Investments
- John Leone - Partner, Fairview Capital Group
18:10 - 18:4030 mins
Stream D: Value-added volatility & the PE cycle
Special situations and turnarounds
- Peter Laib - Chairman, YIELCO Investments
- Timothy Meyer - Co-founder and Managing Partner, Angeles Equity Partners
- Stefan Lehotkay - Partner, Clearsight Investments
- Dominic Slade - Managing Partner , Alchemy Partners
- Ralf Rank - Managing Partner, Head of Europe, Brookfield
18:10 - 18:4030 mins
Stream E: Investor outlook
LP/GP Debate: Lies, damned lies and private equity performance
- Merrick McKay - Head of Europe – Private Equity, Aberdeen Standard Investments
- Sweta Chattopadhyay - Director, bfinance
- J.David Enriquez - Head of Private Equity, New York City Retirement Systems
- Cyril Demaria - Head of Private Markets, Wellershoff & Partners
- Ralph Büchel - Principal, Unigestion
18:40 - 18:455 mins
End of Main Conference Day 1
18:45 - 20:30105 mins
Evening networking drinks reception
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