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 Badge Pick Up Opens

 

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

 

10:45 - 11:15 Networking Break

 

11:15 - 11:35 Invest Europe Update

     11:35 - 11:45 Q&A for keynote

Michael Collins, Chief Executive, Invest Europe

 

11:45 - 12:15 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)

     12:15 - 12:30 Q&A for panel

Laurent Capolaghi, Partner, Private Equity, EY
Oliver Pritchard, CFO, 17Capital
Vix Sherliker, General Counsel, MVision Private Equity Advisers Limited
John Verwey, Special Regulatory Counsel, Proskauer

 

12:30 - 12:45 Introduction to the Rotating Networking Roundtables

 

12:45 - 13:45 Network Lunch - Leonidas Room

 

14:00 - 14:55 Rotating Networking Roundtables - Session I

  • Scalable Fundraising & Efficient Investor Relations
  • Internal Fund Monitor
  • Reporting Templates in Detail
  • Portfolio Company Analytics
  • Talent Management: Attraction, Retention and Succession Planning
  • GDPR
  • Cybersecurity - Action Plans
  • AIFMD II
  • Outsourcing vs in-sourcing - what are the trends?
  • IT Solutions (Closed to Service Providers)
  • The ADS Initiative
  • Finance Team Structuring

 

15:00 - 15:55 Rotating Networking Roundtables - Session II

  • Scalable Fundraising & Efficient Investor Relations - Main Conference Room
  • Internal Fund Monitor
  • Reporting Templates in Detail
  • Portfolio Company Analytics
  • Talent Management: Attraction, Retention and Succession Planning
  • GDPR
  • Cybersecurity - Action Plans
  • AIFMD II
  • Outsourcing vs in-sourcing - what are the trends?
  • IT Solutions (Closed to Service Providers) - Amethyst Room, 1st floor
  • The ADS Initiative
  • Finance Team Structuring

 

16:00 - 16:30 Networking Break

 

16:30 - 17:00 Rotating Networking Roundtables - Summary Reports

 

17:00 - 17.30 Interactive Discussion on Professional Standards

Michael Collins, Chief Executive, Invest Europe
Ryan McNelley, Managing Director, Duff & Phelps
Karen Sands, Finance Director, Hermes GPE LLP
Timo Strunkmann-Meister, SVP, Capital Dynamics

 

17:30 - 18:15 Keynote & Townhall Debate

Todd Benjamin, (former) anchor and financial editor, CNN

 

18:15 Day One Closing Remarks
Edward Lee, Partner, Proskauer

 

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

 

 

 

Day 2: 15 June

 

 

09:00 - 09:15 Opening Remarks
Edward Lee, Partner, Proskauer

 

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, Head of Business Services Development, Quilvest Luxembourg
Oleg Mukhanov, CFO, Enso Ventures
Javier Rodriguez, CFO - Director, M 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
Sanjay Tolani, Head of Private Equity, EMEA, FIS Global

 

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

Steven Dunne, CFO, Frog Capital
Rene Kampschulte, Head of Finance, Lakestar
Ryan McNelley, Managing Director, Duff & Phelps
Diana Meyel, CFO, Cipio Partners

 

13:00 Closing remarks followed by lunch