2019 Agenda

 

Here's the latest version of the 2019 agenda.

 

Day 1: 11 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 Opening Keynote by Nina Schick

Nina Schick, political commentator, broadcaster and writer will open this year’s CFO Forum. Nina specialises in how disinformation and technology are reshaping geopolitics. She most recently worked with Joe Biden, the former Vice President of the United States, and Anders Fogh Rasmussen, the former Secretary General of NATO and Prime Minister of Denmark, where she was leading work on next-generation disinformation in the form of AI-generated deep fakes. Nina has worked on decisive European political campaigns and elections, including the UK's 2016 EU Referendum and Emmanuel Macron's successful bid to become French President in 2017. Drawing on her experience, Nina’s keynote will deliver timely insight on political risk and disruptive technology.

     09:45 - 10:00 Q&A

 

10:00 - 10:30 Delivering value: how best in class CFOs/COOs add value to teams and portfolio companies

Anna Daviau, CFO, Nauta Capital
Niyamat Fazal, CFO, DWS Infrastructure
Ryan McNelley, Managing Director, Duff & Phelps
Koos Teule, Partner and CFO, Gilde Buy Out Partners 
Moderator: Daan den Boer, Regional Director, Private Equity & Real Estate, TMF Group

10:30 - 10:45 Q&A for panel

10:45 - 11:15 Networking Break

 

11:15 - 11:35 Invest Europe Update

Michael Collins, Chief Executive, Invest Europe

     11:35 - 11:45 Q&A for keynote

 

11:45 - 12:15 CFO/COO Townhall: Getting ahead of the latest hurdles 

In this open townhall discussion, we will explore how professional standards are evolving and identify what areas need to be refined to get ahead of the cycle.  Possible discussion areas include: 

  • How are fund operations models evolving; how are mid-office and back-office structures and responsibilities changing; what new hats are CFOs and COOs wearing?
  • New active risk management standards: ethics risk in a portfolio, FX hedging, tackling different exposure
  • Record levels of fundraising and capital deployment and the impact on the CFO/COO


12:15 - 12:30 Q&A for panel

Parag Gandesha, Partner, OIL Infrastructure
Karen Sands, Finance Director, Hermes GPE
Rob Shaw, CFO, Apera Capital
Timo Strunkmann-Meister, Principal, Head of Fund Operations, Capital Dynamics
Moderator: Patrick McCullagh, Head of Sales, EMEA, Alter Domus

 

12:30 - 13:00 Tactical ESG: The practicalities of aligning LP and GP interests, to measure and demonstrate value

     13:00 - 13:15 Q&A for panel

Catalina Chalbaud, Legal Counsel, Nazca
Paul Cunningham, CFO, Helios Investment Partners
Steven Dunne, Portfolio Partner and CFO, Frog Capital
Debojit Mukherjee, COO, Agilitas
Moderator: Melissa Ferraz, Managing Director, IHS Markit

 

13:15 - 14:15 Network Lunch 

 

14:15- 14:45 Tricky tech and advanced reporting: how peers are balancing cost, efficiency and rising demand for data

     14:45 - 15:00 Q&A for panel

Carl-Henrik Einar, Investment Controller, Nordic Capital
Bart Elema, Partner, CFO and Risk Officer, Waterland Private Equity
Javier Rodriguez, CFO, M Ventures
Moderator: Sanjay Tolani, Head of Private Equity, EMEA, FIS Global

15:00 - 15:30 Data Keynote: The (R)evolution of Value Creation Strategies in Private Equity

Professor Bernhard Schwetzler, Center for Corporate Transactions & Private Equity (CCTPE), HHL Leipzig Graduate School of Management

Building on a value creation study conducted with BCG, Professor Bernhard Schwetzler, co-head of the Centre for Corporate Transactions & Private Equity (CCTPE), a private equity research think tank at HHL, will share recent research results on value creation in private equity, including results on value creation in SMEs, SBOs and cross-border buyouts.

     15:30 - 15:45 Q&A for keynote

 

15:45 - 16:15 Networking Break

 

16:15 - 17:15 Rotating Networking Roundtables - Session I

There will be two consecutive roundtable sessions allowing delegates to participate in multiple topics. The roundtables are:

  • Building and sustaining your team: Succession planning, retention and recruitment (capacity limited to 10 delegates)
  • Portfolio reviews: how to do portfolio reviews, who should be involved and what should be covered (capacity limited to 10 delegates)
  • Portfolio/fund management: software vs excel  (capacity limited to 10 delegates)
  • Scalable Fundraising & Efficient Investor Relations (capacity limited to 10 delegates)
  • Reporting standards and data management (capacity limited to 10 delegates)

The following roundtable topics are strictly off-the-record and closed to media:

  • Compensation and carry structures (capacity limited to 12 delegates)
  • Latest in fund terms: What to negotiate, latest in preferred terms (capacity limited to 10 delegates)
  • Outsourcing: Which providers? How to integrate? Overcoming common challenges (capacity limited to 10 delegates)
  • Valuations for VCs / IPEV guidelines and implications (capacity limited to 15 delegates)

Interested in leading one of the roundtable topics, let us know by completing the speaker nomination form.

17:30 - 18:30 Rotating Networking Roundtables - Session II

The roundtables are:

  • Building and sustaining your team: Succession planning, retention and recruitment (capacity limited to 10 delegates)
  • Portfolio reviews: how to do portfolio reviews, who should be involved and what should be covered (capacity limited to 10 delegates)
  • Portfolio/fund management: software vs excel  (capacity limited to 10 delegates)
  • Scalable Fundraising & Efficient Investor Relations (capacity limited to 10 delegates)
  • Reporting standards and data management (capacity limited to 10 delegates)

The following roundtable topics are strictly off-the-record and closed to media:

  • Compensation and carry structures (capacity limited to 12 delegates)
  • Latest in fund terms: What to negotiate, latest in preferred terms (capacity limited to 10 delegates)
  • Valuations for PE firs / IPEV guidelines and implications (capacity limited to 15 delegates)

18:30 Drinks Reception
Welcome remarks by José Zudaire, Managing Director, ASCRI

 

 

 

Day 2: 12 June

 

09:00 - 09:05 Opening Remarks

Edward Lee, Partner, Proskauer

 

09:05 - 09:45 Key LPA Terms Driving the LP/GP Dynamic

Nigel van Zyl, Partner, Proskauer

     09:45 - 10:00 Q&A for Keynote

 

10:00 - 10:30 LP Views: Capital call bridge facilities, reporting realities, aligning standards

     10:30 - 10:45 Q&A for Panel

Daniel Gregor, Head of Controlling, Allianz Capital Partners
Neel Mehta, CFO, DWS Private Equity
Vix Sherliker, General Counsel, MVision
Moderator: Michael Collins, Chief Executive, Invest Europe

 

10:45 - 11:15 Coffee Break

11:15 - 11:30 Gender Balance and Performance: Exploring the Link Between Diversity and Returns

Dr Benjamin Hammer, Executive Director, Center for Corporate Transactions & Private Equity (CCTPE), HHL Leipzig Graduate School of Management

11:30 - 12:00 Diversity and Gender Balance – What are people doing? How to achieve a more balanced work force? How is this applied to portfolio companies?

     12:00 - 12:15 Q&A for panel

Maite Ballester, Managing Partner, Nexxus Iberia 
Bonnie Kraus, Chief Operating Officer, Crane Venture Partners
Joëlle Starquit, CFO, Sofindev
Moderator: Francis Parisis, Director, IQEQ

12:15 - 12:45 Portfolio resilience – What kind of portfolio to construct to be more resilient; How the CFO and operations team can add value to the portfolio?

     12:45 - 13:00 Q&A for panel

Katja Baur, CFO, Montana Capital Partners
Steven Dunne, Portfolio Partner and CFO, Frog Capital
Ezabel Nihmet, CFO, 212
Jesper Soderberg, CFO, Nordic Capital
Moderator: Melissa Ferraz, Managing Director, IHS Markit

13:00 Closing remarks followed by lunch