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CFO Forum 2021

10 - 11 Jun 2021
Virtual Event
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Agenda

Day 1 - 10 Jun 2021

10:00 – 10:15

Welcome

10:15 – 11:00

Exit markets and the rise of the IPO – is this real?

Are IPO’s really back on the agenda as viable exit route?. Panellists will provide their view on the increased use of IPO as an exit route. Why now? Why is there such confidence in IPOs as an option? What factors explain the large valuation gap between “old school sectors” and “hot sectors” ? What has been the GP experience in accessing capital post-IPO? What role are SPACs playing in the market and what is the attraction?

Koos Teule CFO, Gilde

Jesper Soderberg CFO, Nordic Capital

Karen Sands COO & CFO, Hermes GPE

Stefan Weiner Managing Director, J.P. Morgan

11:15 – 12:00

Key LPA Terms Driving the LP/GP Dynamic

On 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

12:15 – 13:00

What's new in fundraising?

The past year created new challenges in fundraising, requiring new approaches and strategies. This panel discussion will address the evolution of fundraising including new investor demands, co-investment, complexity in fund structures, use of in-house team versus placement agents…..

Fèmy Mouftaou Managing Director, IQ EQ

Mathieu Bourdié CFO, ODDO BHF Private Equity

Oliver Pritchard CFO, 17Capital

Giovanni Pericolini CFO, Medicxi

14:30 – 15:15

Incorporating responsible portfolio management into your LP/GP relationship

Roundtable Discussion

CFOs are facing new demands in portfolio management. This round table will discuss: How can the GP be better informed on what the LP needs? How can holistic monitoring across the GP, LP and portfolio company be achieved? Which processes GPs and LPs are now willing to outsource, that were previously considered part of their direct value chain?

Sanjay Tolani Head of Private Equity, EMEA, FIS

Seán Allen Deputy Head of Finance, Coller Capital

John Horton Finance Director, DN Capital

15:30 – 16:15

Portfolio performance and soaring valuations

Roundtable Discussion

Despite initial concerns related to the covid pandemic, portfolio performance and valuations have continue to rise. This panel of experts will address key questions: Will this trend continue? What does it mean for fund managers? What are the risks? Some sectors have experienced a temporary situation of zero income due to Covid. How should this be approached in valuation? What techniques are being used? Which ones are valid in these circumstances?

Ryan McNelley Managing Director, Duff & Phelps

Daniel Gregor Head of Asset Management, Indirect Strategies, Allianz Capital Partners

Paul Cunningham CFO, Helios Investment Partners

16:30 – 17:15

Reassessing regulation in times of recovery

Roundtable Discussion

This roundtable will explore the opportunities and risks of the European regulatory environment, with topics such as the upcoming reviews of the AIFM directive and the ELTIF regulation, and practical issues relating to Brexit.

Martin Bresson Public Affairs Director, Invest Europe

Arnaud Garel-Galais Group Head of Coverage & Business Development PERES, CACEIS

Laëtitia Feraud COO, InfraVia Capital Partners

Stephen McConville Legal Counsel, Structuring (AVP), Partners Group

Day 2 - 11 Jun 2021

10:00 – 10:45

Cybersecurity – Threats, Impact and Actions.

Marcus Murray Founder, Truesec Group

11:15 – 11:45

How technology is shaping the future of fund operations

How is technology responding to evolving investor demands?  Where are AI and automation delivering efficiencies and enhancements in fund operations? Where we can expect further technological change and what impact this will have on operating models? How do we ensure adoption of technology within our teams and by our portfolio companies ?

Charlotte Light CTO, Aztec Group

Katja Baur CFO, Montana Capital Partners

Andreas Rizos CFO, Golding Capital Partners

12:30 – 13:00

Brave New World? - Ensuring effectiveness of individuals, teams and organisations post-covid

Europe is starting the transition to the "new normal" post-Covid with changes in work practices from hybrid to in-person to fully remote. Following the disruption of the past months, what do companies need to do to create ensure continued performance and productivity with new work patterns? What challenges does this bring in ensuring team cohesion, decision-making processes, employee development, diversity of teams....? This closing session will tackle some of the key factors to consider in the coming months.

Martyn Sakol Chartered Psychologist, Managing Partner, OE Cam

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