Agenda

 

The 2018 agenda is currently in development, under the leadership of the advisory task force. We are actively recruiting leading industry practitioners - CFOs, COOs, and heads of finance from private equity and venture capital firms  - to be part of the 2018 speaker roster. If you are interested in speaking on the programme, please complete the speaker submission form.  Service providers interested in speaking on the programme, please contact Steinar Liverud by filling in this form to discuss sponsorship of the event.

CFO18 Preliminary Programme Outline

 

Here's the latest version of the 2018 agenda.

 

Day 1: 14 June

 

08:30 - 09:00 Registration and Welcome Coffee

 

09:00 - 09:15 Opening Remarks by Chairman

Edward Lee, Partner, Proskauer

 

09:15 - 09:45 Structural Shifts in the Industry and the Impact on the CFO/COO Role

     09:45 - 10:00 Q&A

Diana Meyel, CFO, Cipio Partners
Anne Sheedy, CFO, Vision Capital
Koos Teule, CFO, Gilde Buy Out Partners
Frédéric Ullens, Global Head of Operations for Private Equity, Real Estate & Securitization, CACEIS

 

10:00 - 10:30 Operational Excellence: How is this measured in 2018 and beyond? How to minimize margin erosion in a high demand environment? What are the activities that truly add value?

     10:30 - 10:45 Q&A

Steven Dunne, CFO, Frog Capital
Ravi Nevile, PERE Portfolio Director, TMF Group
Timo Strunkmann-Meister, SVP, Capital Dynamics
Kristof van de Capelle, CFO, GIMV

 

11:00 - 11:30 Networking Break

 

11:30 - 11:50 Invest Europe Update

     11:50 - 12:00 Q&A for keynote

Michael Collins, Chief Executive, Invest Europe

 

12:00 - 12:30 Brexit - What Should I Be Preparing for Now?

  • What are the European operating models currently used to build-up the right platform to keep tapping into European money
  • How can CFOs leverage the current situation
  • What’s next and how does that impact the current industry business challenges (competitive landscape, institutionalization, imperative for value creation…etc)

     12:30 - 12:45 Q&A for panel

Laurent Capolaghi, Partner, Private Equity, EY
Dan Kjerulf, Partner, Chief Legal Counsel, Danske Private Equity

 

12:45 - 13.15 Professional Standards Handbook Update

     13:15 - 13:30 Q&A

Karen Sands, Finance Director, Hermes GPE LLP

 

13:30 - 14:30 Network Lunch

 

14:30 - 14:45 Introduction to the Rotating Networking Roundtables

 

14:45 - 15:35 Rotating Networking Roundtables - Session I

  • Talent Management: Attraction, Retention and Succession Planning
  • Responsible Investment and the CFO
  • Performance Benchmarking
  • Investor Reporting; Reporting Templates
  • GDPR
  • Fee Negotiations; Management Fees

 

15:45 - 16:35 Rotating Networking Roundtables - Session II

 

16:45 - 17:15 Networking Break

 

17:15 - 17:45 Rotating Networking Roundtables - Summary Reports

 

17:45 - 18:30 Keynote & Townhall Debate

 

18:30 Day One Closing Remarks

 

18:30 - 20:00 Drinks Reception hosted by Jersey Finance

 

 

 

Day 2: 15 June

 

 

09:00 - 09:15 Opening Remarks

 

09:15 - 09:45 Key LPA Terms

     09:45 - 10:00 Q&A for panel

Nigel van Zyl, Partner, Proskauer

 

10:00 - 10:30 Stepping Away from Spreadsheets: The Technologies & Automations to Invest In

     10:30 - 10:45 Q&A for panel

Melissa Ferraz, Managing Director, Ipreo
Andreas Fuchs, Senior Operations Manager, Quilvest & Partners SA
Oleg Mukhanov, CFO, Enso Ventures
Rob Shaw, CFO, Apera Capital UK LLP

 

10:45 - 11:15 Coffee Break

 

11:15 - 11:45 Optimising Data Exchange between LPs & GPs

     11:45 - 12:15 Q&A for panel

Lorelei Graye, Principal, Leodoran Financial
Neil Harding, Director, Investor Relations, 3i
Rainer Husmann, CFO, Allianz Capital Partners

 

12:15 - 12:45 The CFO’s Role in Demonstrating How Private Equity Creates Value

  • How to add credibility with investors by establishing institutional-class valuation practices
  • Why industry convention for attributing value creation misleads 50% of the time
  • How a more sophisticated value attribution framework can better convey a GP's value-add and lead to better-quality decisions for investors
  • What the data tells us so far about value creation in private equity

     12:45 - 13:00 Q&A for panel

Ryan McNelley, Managing Director, Duff & Phelps

 

13:00 Closing remarks followed by Closing Networking Lunch

 

 

To give you an idea of the type of content covered at this event, please see last year's agenda below.

 

Last year's agenda

 

CFO FORUM 2017

29 May
19:30 –late
Opening Cocktail Party with a View over Berlin
We invite you to join the CFOs and COOs attending the CFO Forum for an opening cocktail party, set high above central Berlin. Enjoy unbeatable views and meeting fellow attendees over light dinner fare and cocktails.

30 May
13:00–13:30

Check-in and welcome coffee

13:30-13:45
Welcome and opening remarks
Nigel van Zyl, Partner, Proskauer

13:45–14:15
Invest Europe Update: Industry Transformations
Michael Collins, Chief Executive, Invest Europe

14:30–15:30
The CFO Survival Kit: How to Brexit Proof Your Operations? Where should your next fund be domiciled?
Moderator: Olivier Coekelberg,Partner, EY
Vix Sherliker, General Counsel, MVision
Rikkert Beerekamp, CFO/IR, Avedon Capital
Christian Senitz, International CFO, Rocket Internet
Markus Foerder, CFO, Aplina Partners


15:30–16:00
Coffee break

16:00 –16:30
What do LPs Really Want?
Sanjay Tolani, Head of Private Equity Europe, FSI Global
Timo Strunkmann-Meister, Senior Vice President, Capital Dynamics
Andreas Rizos, Managing Director, Golding Capital Partners

16:30 –17:15
Transparency in the LP/GP Relationship:
 - The balance between managing increased reporting and providing value to shareholders/investors
 - Standardisation of reporting
 - CRS reporting

Moderator: Matthias Pelzer, Senior Director Alternative Investments, TMF Group
Oliver Pritchard, CFO, 17 Capital
Steven Dunne, Partner and CFO, Frog Capital
Aleksandra Zorylo, COO, Point Nine Capital
Timo Strunkmann-Meister, Senior Vice President, Capital Dynamics


17:30–18:15
Cyberstrategy: A Wake-Up Call
How are private equity firms addressing the increasing level of sophistication of the threats to fund operations and what are the essential practices to minimise vulnerabilities? This town hall session will lead with a presentation on the leading threats tothe industry and action points to immediately strengthen the firm’s information security stance (and of portfolio companies). This presentation will lead to an open floor to benchmark practices that address:
 - What should be your incident response plan?
 - Who leads these initiatives?
 - Who do you include in these initiatives?
 - How do you communicate your security strategies to investors?
 - How much should you be spending on your cybersecurity strategy?
 - Is there any way to know you are spending enough besides a realincident test?
 - How do you implement cybersecurity plans so that it protects not only your operations but safeguards your operations from investor, portfolio company and service provider system weaknesses?

Facilitator: David Bailey, Group Head of Marketing, Augentius
Eldon Sprickerhoff, Founder and Chief Security Strategist, eSentire


18:15
Chairman’s Day One Summary

18:30 –20:00
Cocktail Reception with Guy Verhofstadt, MEP, Belgium
We invite you to take this opportunity to engage in an open debate withformer Belgian Prime Minister and current MEP, Guy Verhofstadt on Europe’s transformation. Reception hosted by Jersey Finance

31 May
09:00 –09:15

Chairman’s Welcome
Andy Shore, Associate, Proskauer

09:15–10:15
Hot Topic: Carry
This is an off-the-record discussion, closed to the media, comprised of a panel of LPs.
 - What are the different models/templates for carry?
 - What is preferred and why?
 - What is the typical carry split?

Moderator: Avi Turetsky, COO, Riverside Europe
Karen Sands, Head of Finance, Hermes GPE
KoosTeule, CFO, Gilde Buyout Partners
Nigel van Zyl, Partner, Proskauer


10:15 –10:45
BEPS –One Year Later
Catherine Sear, Partner, Proskauer

11:00 –11:30
Networking Break

11:30–12:00
Hot Topic: Debt Financing (Fund / Deal Level)
 - What is the impact of this growing trend?
 - Why is the practice changing and what are the implications?
 - What are the different structures?

Moderator: Ryan McNelley, Managing Director, Duff & Phelps
Paul Cunningham, CFO, Helios LLP
Daniel Gregor, Head of Controlling, Allianz Capital Partners
Klas Tikkanen, CFO, Nordic Capital


12:15 –13:00
Townhall: Process Automation   
In the town hall format, the questions are driven by CFO/COO audience. Discussion points will include:
 - Smart IT systems for fund operations
 - Use of IT to improve portfolio reporting
 - Which processes do you automate first?

Moderator: Karine Litou, Group Head, Project PERES,Caceis
Oleg Mukhanov, CFO, Enso Ventures
Mathieu Bourdie, CFO, ACG Capital
Sanjay Tolani, Head of Private Equity Europe, FSI Global 


13:00–14:00
Lunch

14:10–15:10
Working Roundtables
During this session, small groups of 10 to 20 delegates, led byan industry practitioner will exchange strategies and best practices. Some of the topics will include the following. The CFO/COO delegates will have the opportunity to define other topics to be discussed with their peers. Delegates should expect a call for topics around three weeks prior to the event.
 - To outsource or not –key questions to ask and lessons learned
 - AIFMD Implementation
 - Reporting templates in detail
 - Hiring and retaining top talent
 - Roundtables are led by volunteer CFO participants. If there is a topic that you would like to lead for both sets of roundtables please contact events@investeurope.eu. 

15:10 –15:30
Coffeebreak   

15:30–16:30
Working Roundtables
Due to popular demand, there will be two sessions of the roundtables, allowing delegates to join two different discussions.

16:30
Closing Summaries