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CFO Forum 2022
9 - 10 Jun 2022
Nice
2022 Agenda
Day 1 - 09 Jun 2022
09:00 – 09:15
Welcome
Eric de Montgolfier CEO, Invest Europe
Edward Lee Partner, Private Funds, Proskauer
09:15 – 10:00
How are the macro-economic outlook and geopolitical situation impacting CFOs?
Rising interest rates, inflation, sanctions, suspensions - how are CFO’s impacted in their analysis direct portfolio exposures, management of LPs and breakdown of capital calls, communication with new LPs, reassurance of sellers?
Arnaud Garel-Galais Global Head, Private Equity Real Estate Solutions, CACEIS
Oliver Pritchard CFO, 17Capital
Philipp Rose Managing Partner, Robert Bosch Venture Capital
10:00 – 10:45
Key LPA terms and trends driving LP/GP Dynamic
An overview of the latest data and trends in LPA terms, including limits in use of bridge facilities and borrowing, distribution waterfalls, investment periods and extension and highlighting recent innovations in the industry.
Nigel Van Zyl Partner, Proskauer
11:15 – 12:00
Keeping investors informed - Valuation update 2022
How much detail is enough to meet reporting requirements? How to reflect inflation, supply chain disruption, geopolitical conflict, and other recent developments in your valuation? The latest guidance from the IPEV and other governing bodies.
Ryan McNelley Managing Director and EMEA Portfolio Valuation Leader, Kroll
Paul Cunningham CFO, Helios Investment Partners
Daniel Gregor Head of Asset Management - Indirect Strategies, Allianz Capital Partners
Annabelle de Saint-Quentin CFO, ETF Partners
12:00 – 12:30
International tax developments for the PE industry
Clare Copeland Managing Director, Tax, Carlyle
Martin Bresson Public Affairs Director, Invest Europe
13:30 – 14:15
Fundraising
Roundtable Discussion
13:30 – 14:15
Investor Reporting
Roundtable Discussion
14:30 – 15:15
Operational Due Diligence
Roundtable Discussion
14:30 – 15:15
Recruitment and Retention of Talent, Compensation
Roundtable Discussion
15:45 – 16:30
ESG Reporting : Best practices for meeting growing expectations
How are the challenges of differentiating qualitative and quantitative reporting, managing data collection and reporting being addressed and what progress is the industry making towards harmonising standards?
Fèmy Mouftaou Managing Director, Fund Management, IQ-EQ
Amara Goeree Sustainability Director, PE, Schroders
Erika Blanckaert Senior Public Affairs Manager, Invest Europe
Ryan McNelley Managing Director and EMEA Portfolio Valuation Leader, Kroll
16:30 – 17:30
Future Human Behaviour - Going in & out of Crisis
It is time to envision how human behaviour will change the coming years now that society is hit by three crises in a row - Covid, Ukraine & a (pending) recession, whilst the climate crisis is ongoing. How will all of this affect our behaviour? Decision-making? And leadership? Amidst these crises, organisations are trying to invent the wheel when it comes to hybrid/remote work and welcoming the next generation of talent: Gen Z. One thing is certain: from a behavioural perspective, the coming years will be quite a rollercoaster. Leaders have to brace themselves ánd guide their teams through this. Staying mentally healthy will prove to be more important than ever.
Thimon de Jong Founder, Whetston
17:30 – 17:40
Close of day
Day 2 - 10 Jun 2022
09:00 – 09:05
Welcome to Day 2
Edward Lee Partner, Private Funds, Proskauer
09:05 – 09:45
How technology is shaping the future of fund operations/efficiencies in asset servicing and their impact on fund managers
How is technology responding to evolving investor demands? Where are AI and automation delivering efficiencies and enhancements in fund operations? What impact is automation going to have on employment? How do we ensure adoption of technology within our teams and by our portfolio companies?
Hana Prochaska Director - Business Development, Aztec Group
Mathieu Bourdié CFO - Head of Investor Relations, C4 Ventures
Jason Howard COO, Headway Capital Partners
Adrian Galea Finance Manager, Bitkraft Ventures
09:45 – 10:15
Regulatory Update
Insights on the latest developments and plans in the European regulatory environment.
Martin Bresson Public Affairs Director, Invest Europe
10:45 – 11:30
The CFO role in the deal making process
With the role constantly evolving, how has this changed in the deal making process and where in the process can CFOs add most value?
Simon Thornton Founder & CEO, PEARonline
Steven Dunne Senior Partner, Frog Capital
Ezabel Nihmet CFO, 212
11:30 – 11:45
Conference Close
Edward Lee Partner, Private Funds, Proskauer
Eric de Montgolfier CEO, Invest Europe