SESSIONS SuperReturn - KNect365 · • Central Banks, Capital Requirements & Funding ... SuperReturn International 25 ... Oaktree Capital Management

Registration and Morning coffee

08:15 - 08:45Private Debt & Mezzanine Finance Summit

Registration and Coffee

08:20 - 08:55Disruption & Innovation Summit

Registration and Welcome Coffee

08:40 - 09:10German Private Equity Summit


08:40 - 09:10Integrating ESG Into Private Equity Summit


08:40 - 09:10Real Estate Summit

Chairman's opening welcome


Participants

Chairman: Anthony Fobel - Managing Partner, Head ofPrivate Debt, BlueBay Asset Management

Regulatory and Macro Drivers of Speculative-Grade Credit


• Central Banks, Capital Requirements & FundingConditions

• The Current Valuation Cycle Compared to2005-2007

• Impact of US & European Leveraged LendingGuidelines

• Examining Expected vs. Actual Recoveries• Global Quantitative Easing’s Long Goodbye• Outlook: Policy Responses to Global Imbalances &

Rising Debt Levels

Participants

Ed Eyerman - Managing Director, Head of EuropeanLeveraged Finance, Fitch Ratings



Participants

George Danner - President, Business Laboratory

Macro Trends, Disruptions and Private Markets


Examining recent macro trends and the extent towhich these could be disrupted by factors such asmonetary policy normalization, threats to globalization,regional disintegration, and geopolitical tensions. Howdo these macro disrupters interact with technologicalinnovation and what does this mean for privatecapital?

Participants

Peter Cornelius - Managing Director, AlpInvestPartners



Participants

Dörte Höppner - COO Riverside Europe, The RiversideCompany



Participants

Maarten Biermans - Head of ESG Policy, Rabobank



Participants

Chair: Michael Van Konynenburg - President, EastdilSecured

Geopolitical overview: macro-economic & geo-political outlook


Macro-economic & geo-political outlook: outliningrisks & challenges for the German economy

Participants

Joachim Pfeiffer - Economic and energy policyspokesman of the CDU/CSU Parliamentary Group,Deutscher Bundestag

Global state of ESG: understanding privateequity's role


What initiatives are promoting ESG and what role doesprivate equity have to play here? What opportunitiesare created by alignment and genuine engagementwith the UN SDGs? And what are the implications ofclimate related initiates for private equity investors?

Participants

Moderator: Adam Heltzer - Head of ResponsibleInvestment, Partners Group

Panellists: Vivina Berla - Founder & CEO, VimineHolding

Shami Nissam - Director, Responsible Investment,Actis

Marta Jankovic - Senior Sustainability Specialist &Head Of ESG Integration Alternatives, APG AssetManagement

Good times are bad times: where are we in thelending cycle?


What does the market look like today in terms ofcompetition? What strategies are managers using tosuccessfully deploy the capital raised in the past 2years and maintain high returns whilst not sacrificingthe quality of their deals? Is competition pushingmanagers to take on more risk than they should?

Participants

Moderator: Anthony Fobel - Managing Partner, Headof Private Debt, BlueBay Asset Management

Panellist: Robin Doumar - Managing Partner, ParkSquare Capital

Andrew Konopelski - Partner and Head of CreditStrategies, EQT Credit

Benoit Durteste - Chief Investment Officer & ChiefExecutive Officer, Intermediate Capital Group

Klaus Petersen - Partner, Apera Capital

Blair Jacobson - Partner, Co-Head of European Credit,Ares Management LLC

SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE2018 SUMMIT AGENDAS - 26/02/2018

SuperReturnInternational

25 - 28 February 2019InterContinental Hotel

Berlin

finance.knect365.com/superreturn-international/

2018 global outlook: Where is the smart moneyheading?


Which asset classes, investment strategies andgeographies will lead the markets?

Which real estate opportunities are most appealing?To what extent will loan origination become harder anddeal funding less certain?

Participants

Lee Millstein - President, Cerberus Global Investments& Global Head of Real Estate, Cerberus

Interviewed by: Henny Sender - Chief Correspondent,International Finance , Financial Times

Developing comprehensive digital strategies tocreate value and maximise returns


Participants

Sven Tornkvist - Head of Digital BusinessDevelopment, EQT Partners

Olof Hernell - CDO, EQT Partners

Risk in the financial markets and implicationsfor private equity


A debate on rising debt levels and easing terms

Participants

Joachim Pfeiffer - Economic and energy policyspokesman of the CDU/CSU Parliamentary Group,Deutscher Bundestag

Dr Hans Albrecht - Managing Director & FoundingPartner, Nordwind Capital

Perspectives on private debt


Re-assessing the private debt market another year on:What are the latest developments, which strategies areproving the most effective and how hard will it be todeliver the expected returns?

Participants

Moderator: Tim Flynn - Chief Executive Officer, HayfinCapital Management

Panellist: Mark Brenke - Co-Head & Managing Director,Ardian Private Debt

David Allen - Founder and Chief Investment Officer,AlbaCore Capital

Jaime Prieto - Co-Founder and Managing Partner,Kartesia

Graeme Delaney-Smith - Head of European DirectLending and Mezzanine Investments, Alcentra

Susan Kasser - Co-Head of Private Credit andManaging Director, Neuberger Berman

“Best Ideas” panel: specific investment themesand actionable insights from leading investors


Which asset classes, investment strategies andgeographies will lead the markets?

Which real estate opportunities are most appealing?To what extent will loan origination become harder anddeal funding less certain?

Participants

Moderator: Ron Rawald - Senior Managing Director &Head of International Real Estate, Cerberus

Panellists: Guillaume Cassou - Member of theEuropean Real Estate, KKR

William Rahm - Senior Managing Director,Centerbridge

Christoph Wittkop - Managing Director & Country HeadReal Estate – Germany, Barings

The underlying question: how do you genuinelyintegrate ESG into a private equity strategy?


How can ESG form part of the core investment thesisand be implemented by key partners? When is acompliance orientated approach not enough and howmuch is ESG integration a question of the culture andvalues of a firm? How can ESG form part of a firm’sDNA and value creation process?

Participants

Moderator: Natasha Buckley - Senior Manager, Privateequity programme, UN Principles for ResponsibleInvestment (PRI)

Panellist: Reynir Indahl - Managing Partner, SummaEquity

Nino Tronchetti Provera - Managing Partner, Ambienta

Therése Lennehag - Head of Responsible Investments, EQT Partners

AI-driven automation: transforming theeconomy over the coming decades


Where are the best opportunities for investors? Whatsectors/industries/jobs are most at risk? What does afuture without the need for much human input looklike? How do we design new approaches to learningand education so that workers have the resources toevolve alongside technology?

Participants

George Danner - President, Business Laboratory




Berlin


The German private equity market: the newSuper Power?


Getting all the attention: is German private equitykeeping up with demand from the global LPcommunity? Will Germany be the big winner of Brexit?Are there still regulatory hurdles that scare investorsaway? Would possible new trade barriers by the newUS government have a negative impact on the GermanPE market?

Participants

Moderator: Dörte Höppner - COO Riverside Europe,The Riverside Company

Panellist: Michael Phillips - Managing Partner, CastikCapital

Jörg Rockenhäuser - Partner, Head of Frankfurt Office,Permira

Patricia Volhard - Partner, Debevoise & Plimpton

Torsten Grede - Spokesman of the Board ofManagement, Deutsche Beteiligungs AG

Steven Roberts - Private Equity Leader, PwC

Evolution of the credit markets: where is theopportunity?


Exploring the depths and limits of the private debtmarket: How has manager consolidation transformedthe market and how has this affected investors? Whichmodels will survive and why? How can further growthbe stimulated to advance the asset class and what isthe future of direct lending in Europe?

Participants

Moderator: Theodore Koenig - President & CEO ,Monroe Capital

Panellists: Keith Read - Senior Managing Director,Cerberus

Symon Drake-Brockman - Managing Partner ,Pemberton Asset Management

Cécile Mayer-Lévi - Co-Head Private Debt, TikehauInvestment Management

Hermann Dambach - Managing Director, OaktreeCapital Management

Mitch Goldstein - Partner, Co-Head of Credit, AresManagement LLC

What role does real estate play in a diversifiedinvestment portfolio?


What returns are being produced by real estateinvestments in comparison to alternative investmentstrategies? How can you manage geopolitical risk toinvest on a global scale? What are the keyconsiderations for capital allocations and pros andcons of mega funds vs niche strategies vs JVs vsdirect investments?

Participants

David Sherman - President, Metropolitan Real Estate

Interviewed by: Michael Van Konynenburg - President,Eastdil Secured

Investment Opportunities in AI


Where are the best opportunities for investors? Whatsectors/industries/jobs are most at risk? What does afuture without the need for much human input looklike? How do we design new approaches to learningand education so that workers have the resources toevolve alongside technology?

Participants

Moderator: Dirk Holz - Head of Origination andBusiness Development Private Capital, Royal Bank OfCanada

Panellists: Michiel Kotting - Partner, Northzone

Alex Bangash - Founder & Chairman, Trusted InsightInc

Olof Hernell - CDO, EQT Partners

Morning Coffee and Networking Break






Morning Coffee


Morning Coffee


The S in ESG: making waves in every company


What value can be created or even destroyed throughsocial impact in almost every company today? When itcomes to employee recruitment and retention, healthand safety and human rights, what best practices existand what are the short and long term effects ofmaking improvements on the ground?

Participants

Moderator: Maarten Biermans - Head of ESG Policy,Rabobank

Panellist: Jeremy Lytle - Partner, IR, ECI Partners

Ignacio Sarria - Managing Director, New MountainCapital

Adinah Shackleton - Head of ESG, Permira Advisers

Keynote interview: Investing in uncertain creditmarkets


• The importance of portfolio construction inuncertain markets. What is the cost of markettiming?

• How to invest at a micro level while taking intoaccount the macro environment

• What does this mean for private credit investors?

Participants

Mark Jenkins - Head of Global Credit, The CarlyleGroup

Interviewed by: Devin Banerjee - Private Equity Editor,Bloomberg

Latest data on global capital flows


Latest data on the movement of global capital flowsinto real estate and the effect on regional real estatemarkets.

Participants

Oliver Senchal - Head of Real Estate Products, Preqin




Berlin


Innovating the traditional capital sources in thePE market


Participants

Eliot Merrill - Managing Director & Co-Head, CarlyleGlobal Partners

Interviewed by: Susan Long McAndrews - Partner,Pantheon

LP perspectives


Examining the attraction of Germany for LPs: Strongmiddle market, ever increasing safe-haven statusdrawing firms looking for high performing portfoliocompanies and dependable returns

Participants

Moderator: Verena Kempe - Director, Private Equity,Feri Trust

Panellist: Wendelin Thönes - Director, Private Equity,Allianz Capital Partners

Marc Brugger - Managing Director , LFPE

Sven Berthold - Managing Director, Atrum Investment

Time for a Mezzanine revival


Participants

Michael Ewald - Managing Director, Bain Capital Credit

Frédéric Nadal - Chairman, MV Credit

Interviewed by: Sarah Syed - European Private EquityCorrespondent, Bloomberg News

LP perspectives on the latest trends in globalreal estate investment


LP considerations when constructing an optimum realestate portfolio: what are the best strategies,geographies, sectors and property types? Whereshould LPs be putting their capital to work in 2018 andbeyond? Are LPs bullish on private equity real estateas a long-term investment?

Participants

Moderator: Matt Richards - Head of EMEA CapitalMarkets, JLL

Panellists: Dev Subhash - Partner, Stepstone Global

Scott Koenig - Managing Director, Neuberger Berman

Tom Richardson - Senior Investment Manager,Aberdeen Standard Investments

How and when can ESG integration createvalue?


How can strong ESG integration lead to an advantagein sourcing, a better exit multiple or even a smootherfundraise?

Two individual thirty-minute case studiesdemonstrating when ESG has led to real value.

Participants

Case Study 1: Thomas Ludwig - Affiliate Partner,Lindsay Goldberg

Case Study 1: John Aiello - Partner, Lindsay Goldberg

Case Study 2: Frode Strand-Nielsen - ManagingPartner, FSN Capital Partners

The arrival of technology as a C-Suite issue forGPs and investors


Participants

Moderator: Noor Sweid - Chief Investment Officer,Dubai Future Foundation

Panellists: William Murphy - Senior Managing Director& Chief Technology Officer, Blackstone

Andrew Hampshire - Chief Technology Officer,Gresham House

Assunta Gaglione-Austin - Co-CTO, KKR

The Challenges of Deal Origination


How do successful GPs generate proprietary dealflow? Examining different strategies and the pros andcons of each. Is there another way?

Participants

Moderator: Daniel Boege - Partner, Golding CapitalPartners

Panellists: Holger Kleingarn - Managing Director,H.I.G. Capital

Hermann Dambach - Managing Director, OaktreeCapital Management

Klaus Maurer - Partner, Silverfleet Capital

Ranjan Sen - Managing Partner, Advent InternationalGermany

Update on different strategies & broaderproduct offerings


What new products and strategies have beendeveloped, which offer the most attractive risk-adjusted returns in the current competitiveenvironment & why? How important is it to have abroad product offering and how can managerssuccessfully differentiate themselves?

Participants

Moderator: Ian Milton - Senior Advisor, ArbourPartners

Panellists: Edouard Guillet - Partner, IPF Partners

Grant Paul-Florence - Head of Intermediate Capital,Octopus

Jamie Ford - President of Credit & Public Equity, VistaEquity Partners

Ashok Parekh - Principal, Sustainable GrowthManagement

Focus on REITs


Assessing investor appetite for REITs: What are localregulations and incentives on REITs investment?

Participants

Moderator: Michael Cochran - Managing Director,Eastdil Secured

Panellists: Fergus Horrobin - Managing Director,Global Head of Real Estate, Lodging & Leisure, UBS

Jaap Tonckens - Chief Financial Officer, Unibail-Rodamco

Kari Pitkin - Co-Head, EMEA Real Estate, Gaming &Lodging, Bank of America Merrill Lynch

LP innovation and transition


The trend towards longer term investing in PE

Participants

Moderator: Andrew Sheiner - Managing Partner, AltasPartners

Panellists: Jim Strang - Managing Director, Head ofEurope, Hamilton Lane

Stephane Etroy - Executive Vice-President and Head ofPrivate Equity, CDPQ

Simon Marc - Managing Director, Head of PrivateEquity, PSP Investments

David Jeffrey - Partner-Head of Europe, StepStoneGroup




Berlin


LP perspectives on allocation to private debt


How are investors building the capabilities andresources to maximise the effectiveness of theirallocation to private debt? What criteria are they usingto allocate appropriately and what credit strategies aremost appealing?

Participants

Moderator: Hans-Jörg Baumann - Partner, StepstoneGlobal

Panellist: Ari Jauho - Partner & Chairman, CertiorCapital

Tod Trabocco - Global Head of Private Debt Research,Cambridge Associates

Marco Natoli - Head of Lower Mid-Market Northern,Eastern & Southern Europe, Equity Investments,European Investment Fund – EIF

Christoph Gort - Managing Partner, Siglo CapitalAdvisors

Networking Lunch Break ( Plus LP only Lunch)


13:15-14:00 LP Only Lunch; LA Café

By Invite Only.

Open to pre-registered LPs only; Limited to 20participants.




By Invite Only.





By Invite Only.





By Invite Only.





By Invite Only.


Afternoon Chair


Participants

Daniel Green - Managing Director, DB Private Equity

Operational strengths in the German PEmarket:


Developing equity success based on operational valuecreation and digitisation initiatives as well as targetingsectors ripe for market consolidation.

Participants

Moderator: Bjorn Waltmans - Vice President, WilshireAssociates

Panellists: Dr Henrik Fastrich - Executive BoardMember, Orlando Management

Andreas Bohn - Co-CEO & Managing Partner, SwanCapPartners

Karsten Eibes - Co-Founder & Managing Partner,Beyond Capital Partners

Andreas Fendel - Managing Partner, Quadriga Capital

What LPs want: understanding the evolution ofLP expectations


What is driving the need for ESG implementation fromthe LPs’ point of view? Is it a need for higher returns orfor lower risk and avoiding disruption? Or is it part oflaying a foundation of trust to ensure capital is beinginvested responsibly? How have LP expectationsevolved over the past ten years and how doexpectations vary dependant on the size and locationof the LP?

Participants

Moderator: Katja Salovaara - Senior Portfolio Manager,Private Equity, Ilmarinen Mutual Pension InsuranceCompany

Panellists: Adam Black - Head of ESG & Sustainability,Coller Capital

Rob Barr - Partner, Pantheon

Camilla Axvi - Head of Private Equity, ExternalManagers, AP2

Threat or opportunity? Assessing the impact ofdisruptive technologies on real estate


Examining the pace of technological advances in thereal estate industry: How can they be used to gaincompetitive advantage? Leveraging technology toimprove fund performance and greater transparencyfor LPs and GPS, to communicate more effectively andto identify new investment opportunities. (How tomitigate the growing threat of cyber risk?)

Participants

Moderator: Todd Eagle - Managing Director, GoldmanSachs

Panellists: Zach Aarons - Co-Founder & Partner,MetaProp NYC

Mark Grinis - Global Real Estate, Hospitality &Construction Leader, EY

Philip Yau - Managing Director, GI Partners

Afternoon Chair


Participants

Chair: Mark Jochims - Partner, BlueBay AssetManagement




Berlin


Into the mainstream? Sponsorless lending toSMEs


Examining the growth in direct corporate lendingamong investors. What are the benefits of “pure play”sponsorless lending funds for LPs, and how are USfirms allowing LPs access in scale to the US lowermiddle market credit space?

Participants

Moderator: Richard von Gusovius - Partner, CampbellLutyens

Panellists: Sengal Selassie - Co-Founder & ManagingPartner, Brightwood Capital Advisors

Paul Shea - Co-Founder & Managing Partner ,Beechbrook Capital

John C Harrison - Senior Managing Director, HarbetManagement Corp

Andre Hakkak - Chief Executive Officer & Co-Founder,White Oak Global Advisors

The effects of the disruptive consumerenvironment


Examining the long-term effects of fast-movingdisruptive forces altering the consumer and retaillandscape driven by changes in consumer behaviourand accelerated by the adoption of new technologies

Participants

Jean-Marc Jabre - Co-Founder, Capital D

Terms and conditions and LP reportingrequirements: ever closer relations or moreconflicts arising?


Co-investment opportunities at times of highvaluations, terms & conditions in a bullish market, newreporting requirement by LPs

Participants

Moderator: Cyril Demaria - Head of Private Markets,Wellershoff & Partners

Panellists: Heiko Bensch - Senior Portfolio Manager,Alternative Investments, Talanx Asset Management

Daniel Schmidt - CEO, CEPRES – The InvestmentDecision Platform

Ralph Büchel - Senior Vice President, Unigestion

Real estate debt strategies: who is offeringdebt financing and on what terms?


How to successfully navigate the complexities of thedebt market: What is the process of launching a debtplatform, what do investors really want from a debtfund?

Participants

Moderator: Scott Stelzer - Head of CMBS Securitiesand Trading and Senior Managing Director, Cerberus

Panellists: Mikko Syrjänen - Co-Head Real Assets,Man GPM

Ludo Mackenzie - Head of Commerical Property,Octopus

Should ESG due diligence form part of thestandard due diligence or a stand alone as aseparate process?


Is there significant variety in the depth and quality ofESG due diligence? To what extent are some aspectscovered by traditional due diligence and if so is there arisk that something will be missed? Should there beequal emphasis on E,S and G or does it depend on thecompany in question? When should you and whenshouldn’t you outsource ESG due diligence?

Participants

Moderator: Graeme Ardus - Head of ESG, TritonPartners

Panellists: Marc de Kloe - COO, Adamas AssetManagement

Caroline Ruter - Head of Responsible Investing, HgCapital

Greg Lindae - Senior Investment Officer, FMO

LPs on return expectations


Why are investors continuing to increase allocations toprivate debt in their search for yield? What are theirreturn expectations and are they favouring singlelender or multi lender strategies?

Participants

Moderator: James Newsome - Managing Partner,Arbour Partners

Panellists: Matthias Unser - Founding Partner , YielcoInvestments

Andrew Schardt - Managing Director, Hamilton Lane

Patrick Suchy - Director, Alternative Investments,HSBC Global Markets, Germany

The changing face of investors in privateequity


Creative strategies for innovating your business modelto appeal to new investor bases: Assessing innovationin private wealth, DC, super-long term fund structures,liquidity demands.

Participants

Moderator: Catherine Lewis La Torre - Chief ExecutiveOfficer, British Business Investments

Panellists: Rob Barr - Partner, Pantheon

David Wachter - Managing Director, W Capital Partners

Yann Robard - Managing Partner, Whitehorse LiquidityPartners

Lawrence Calcano - CEO, iCapital Network

Chinese Investment in DACH Region


Assessing the Trends and Challenges

Participants

Gian-Marc Widmer - Director, CITIC Securities

Beyond fund performance


How to set your firm apart from the crowd in anincreasingly overcrowded market . Successfullydifferentiating your firm and communicating thatdifference, whilst understanding what really matters toinvestors

Participants

Moderator: David Hodes - Managing Partner, HodesWeill

Panellists: Peter Stoll - Managing Director, The CarlyleGroup

Robert Rackind - Partner, Head of Real Estate, EQTPartners

Marc Mogull - Executive Chairman and ChiefInvestment Officer, Benson Elliot Capital Management




Berlin


Disruptive technology and its potential toupend credit markets


An overview of future business trends predicted toupend global markets as we know them: Whatchallenges and opportunities does disruptivetechnology provide for private debt investors?

Participants

Ignazio Rocco di Torrepadula - Founder & CEO,Credimi

Afternoon Refreshments and NetworkingBreak


Investing in Fintech companies – theopportunity for private equity


Investing in the global game-changers that arereinventing a diverse range of financial servicesmarkets and providing new fintech value forbusinesses across the globe.

Participants

Tomasz Czechowicz - Managing Partner, MCI Capital

Interviewed by: Annette Wilson - Partner, COO &Investor Relations, Finch Capital

Afternoon Tea


Chairman's closing remarks and End of RealEstate Summit




Afternoon Tea


Benchmarking the German Tech/VC scene in aEuropean context


How is the VC ecosystem evolving in Germany andwhat does this mean for investors? What themes willdeliver the most exciting returns over the next fewyears?

Participants

Moderator: Bjorn Tremmerie - Equity Investments,Head Division ICT & BAI, European Investment Fund –EIF

Panellists: Jan-Gisbert Schultze - Co-Founder &Managing Partner, Acton Capital Partners

Kurt Müller - Co-founder and partner, Target Partners

Toni Stork - Founder and Managing Partner, OMMAX

Christian Meermann - Founding Partner, CherryVentures

Should ESG reports be made publiclyavailable?


Should ESG reports only be made available to LPs, oralso to the public? How transparent should GPs beabout their ESG efforts?

Participants

Moderator: Natasha Buckley - Senior Manager, Privateequity programme, UN Principles for ResponsibleInvestment (PRI)

Panellists: Silva Deželan - Director Sustainability,Robeco Private Equity

Marta Jankovic - Senior Sustainability Specialist &Head Of ESG Integration Alternatives, APG AssetManagement

Cristina David - Director, 21 Investimenti

Perspectives on Senior Lending


Is now the right time to invest in senior private creditpositions?

Participants

Moderator: Peter Schwanitz - Managing Director,Portfolio Advisors

Panellists: Paul Johnson - Partner, EQT Credit

Tom Newberry - Partner, Head of Private Credit Fundsand Senior Portfolio Manager, CVC Credit Partners

James Greenwood - CEO, Permira Debt Managers

Henry Wang - Partner, BC Partners

Beyond investment - disrupting the privateequity model: how can the intelligentapplication of fintech improve the operationalbackbone and maximise the value of yourbusiness?


Exploring how technology disruption can offer privateequity managers the chance to improve theprofitability, focus and value of their own activities, andtherefore the client experience. Streamlining duediligence, tax reporting, payments, risk monitoring,communications online and consolidating themacross multiple investments.

Participants

Moderator: George Danner - President, BusinessLaboratory

Panellists: Nils Rode - Chief Investment Officer,Member of the Investment Committee, SchroderAdveq Management

Roberto Bonanzinga - Co-Founder, InReach Ventures

Justin Chapman - Global Head of Market Advocacy &Innovation Research, Northern Trust

DACH exit analysis and the outlook for 2018 –how does this compare to the rest of Europe?


Overview of multiples across Europe versus the DACHregion: what are the important factors to consider foran exit and what steps should be taken to ensure thebest outcome? What are the preferred route for exits inthe current market for GPs?

Participants

Moderator: Rodrigo Patiño - Vice President, DB PrivateEquity

Panellists: Michael Petersen - Managing Partner,Cross Equity Partners

Nick Money-Kyrle - Founding Partner, SteadfastCapital

Thierry Wolff - Principal, European Investment Fund –EIF




Berlin


Which came first: the report or the question?


To what extent can GPs pre-empt LPs’ questions byensuring ESG reports are thorough and relevant? If aGP doesn’t receive adequate feedback on the reportwho is to decide what is relevant? And how canreporting help companies to communicate theirstrategy and to attract investors?

Participants

Chairwoman: Cristina David - Director, 21 Investimenti

Discussion Leader: David Jeffrey - Partner-Head ofEurope, StepStone Group

Current appetite for co-investments in privatedebt


Examining the attractiveness of using co investmentsin private debt for both LP and GPs: What are the risksof new structures and transactions?

Participants

Moderator: Ryan Flanders - Head of Private DebtProducts, Preqin

Panellists: Bill Sacher - Partner & Head of PrivateCredit Investments, Adams Street Partners

Luis Mayans - Head of Private Debt-Europe, CDPQ

Tod Trabocco - Global Head of Private Debt Research,Cambridge Associates

Industry 4.0: Incorporating an assessment of aportfolio company’s core digital capabilitiesinto the due diligence process


Offering hands-on management at an operational levelto help portfolio companies develop comprehensivedigital strategies and build necessary capabilities tocreate value and maximise returns by upgrading andexpanding their product and service portfolios

Participants

Moderator: Marko Maschek - Partner & Co-Founder,Marondo Capital GmbH

Panellists: Michael Brigl - Partner and ManagingDirector, The Boston Consulting Group

Michael Schertler - Partner, Vice President, Bain &Company

Wolfram Beele - CEO & Managing Director,Flowcastings

Investors' appetite for private equity direct andco-investments


Discussing the rationale and importance of co-investing for LPs and GPs and how to strike the rightbalance between direct, secondary and fundcommitments

Participants

Moderator: Hans van Swaay - Partner, Lyrique PrivateEquity

Panellists: Britta Lindhorst - Managing Director, Headof European Investments, HQ Capital

Torsten Krumm - Managing Director, HQ Equita

John Aiello - Partner, Lindsay Goldberg

Marcel Wilhelm - Member of the Board, BrockhausCapital Management

End of the Integrating ESG Into Private EquitySummit


Summit Networking Drinks Reception




Direct lending 2.0’ - opening up the whole SMEuniverse to LPs


Assessing the advantages of market place lenders incomparison to sponsorless credit. When should LPsconsider using these SME platforms and what benefitsdo they offer?

Participants

Moderator: James Newsome - Managing Partner,Arbour Partners

Panellist: Christoph Gort - Managing Partner, SigloCapital Advisors

Thomas De Bourayne - President & CEO, credit.fr

Daniel Bartsch - Co-Founder and Managing Director,Creditshelf GmbH

End of Disruption & Innovation Summit


End of German Summit Day






End of Private Equity & Mezzanine FinanceSummit







Berlin


TIME DISRUPTION & INNOVATION SUMMIT GERMAN PRIVATE EQUITY SUMMIT INTEGRATING ESG INTO PRIVATE EQUI-TY SUMMIT

PRIVATE DEBT & MEZZANINE FINANCESUMMIT

REAL ESTATE SUMMIT

08:00 08:20 - Registration and Coffee

08:55 - Chairman's opening welcome

08:40 - Registration and WelcomeCoffee


08:15 - Registration and Morning cof-fee


08:50 - Regulatory and Macro Driversof Speculative-Grade Credit


09:00 09:00 - Macro Trends, Disruptionsand Private Markets

09:30 - Developing comprehensivedigital strategies to create value andmaximise returns


09:15 - Geopolitical overview: macro-economic & geo-political outlook

09:45 - Risk in the financial marketsand implications for private equity


09:15 - Global state of ESG: under-standing private equity's role

09:55 - The underlying question: howdo you genuinely integrate ESG into aprivate equity strategy?

09:15 - Good times are bad times:where are we in the lending cycle?

09:45 - Perspectives on private debt


09:15 - 2018 global outlook: Where isthe smart money heading?

09:45 - “Best Ideas” panel: specific in-vestment themes and actionable in-sights from leading investors

10:00 10:00 - AI-driven automation: trans-forming the economy over the com-ing decades

10:30 - Investment Opportunities inAI

10:15 - The German private equitymarket: the new Super Power?

10:35 - Morning Coffee and Network-ing Break

10:15 - Evolution of the credit mar-kets: where is the opportunity?


10:15 - What role does real estateplay in a diversified investment port-folio?


11:00 11:00 - Morning Coffee

11:30 - Innovating the traditional cap-ital sources in the PE market

11:00 - Morning Coffee

11:30 - LP perspectives

11:15 - The S in ESG: making wavesin every company

11:50 - How and when can ESG inte-gration create value?

11:15 - Keynote interview: Investingin uncertain credit markets

11:40 - Time for a Mezzanine revival

11:15 - Latest data on global capitalflows

11:45 - LP perspectives on the latesttrends in global real estate invest-ment

12:00 12:00 - The arrival of technology as aC-Suite issue for GPs and investors

12:30 - LP innovation and transition

12:00 - The Challenges of Deal Origi-nation

12:45 - Networking Lunch Break (Plus LP only Lunch)


12:10 - Update on different strategies& broader product offerings

12:40 - LP perspectives on allocationto private debt

12:15 - Focus on REITs


SCHEDULEPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018 SUMMIT AGENDAS - 26/02/2018

SuperReturn International25 - 28 February 2019InterContinental Hotel

Berlin


TIME DISRUPTION & INNOVATION SUMMIT GERMAN PRIVATE EQUITY SUMMIT INTEGRATING ESG INTO PRIVATE EQUI-TY SUMMIT

PRIVATE DEBT & MEZZANINE FINANCESUMMIT

REAL ESTATE SUMMIT

13:00 13:00 - Networking Lunch Break (Plus LP only Lunch)

13:55 - Afternoon Chair 13:10 - Networking Lunch Break (Plus LP only Lunch)

14:00 14:30 - The effects of the disruptiveconsumer environment

14:00 - Operational strengths in theGerman PE market:

14:30 - Terms and conditions and LPreporting requirements: ever closerrelations or more conflicts arising?

14:00 - What LPs want: understand-ing the evolution of LP expectations

14:40 - Should ESG due diligenceform part of the standard due dili-gence or a stand alone as a separateprocess?

14:05 - Afternoon Chair

14:10 - Into the mainstream? Spon-sorless lending to SMEs

14:40 - LPs on return expectations

14:00 - Threat or opportunity? As-sessing the impact of disruptive tech-nologies on real estate

14:30 - Real estate debt strategies:who is offering debt financing and onwhat terms?

15:00 15:00 - The changing face of in-vestors in private equity

15:30 - Investing in Fintech compa-nies – the opportunity for private eq-uity

15:00 - Chinese Investment in DACHRegion

15:30 - Afternoon Tea

15:20 - Afternoon Refreshments andNetworking Break

15:10 - Disruptive technology and itspotential to upend credit markets

15:40 - Afternoon Refreshments andNetworking Break

15:00 - Beyond fund performance

15:30 - Chairman's closing remarksand End of Real Estate Summit

16:00 16:00 - Afternoon Tea

16:30 - Beyond investment - disrupt-ing the private equity model: how canthe intelligent application of fintechimprove the operational backboneand maximise the value of your busi-ness?

16:00 - Benchmarking the GermanTech/VC scene in a European context

16:30 - DACH exit analysis and theoutlook for 2018 – how does thiscompare to the rest of Europe?

16:00 - Should ESG reports be madepublicly available?

16:30 - Which came first: the reportor the question?

16:10 - Perspectives on Senior Lend-ing

16:40 - Current appetite for co-investments in private debt

17:00 17:00 - Industry 4.0: Incorporating anassessment of a portfolio company’score digital capabilities into the duediligence process

17:30 - End of Disruption & Innova-tion Summit

17:35 - Summit Networking DrinksReception

17:00 - Investors' appetite for privateequity direct and co-investments

17:30 - End of German Summit Day


17:00 - End of the Integrating ESG In-to Private Equity Summit


17:10 - Direct lending 2.0’ - openingup the whole SME universe to LPs

17:40 - End of Private Equity & Mez-zanine Finance Summit



SCHEDULEPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018 SUMMIT AGENDAS - 26/02/2018

SuperReturn International25 - 28 February 2019InterContinental Hotel

Berlin



07:30 - 08:00


08:00 - 08:05Day 1

Participants

George R Anson - Senior Advisor, HarbourVestPartners

Engaged conversations

08:00 - 08:50Engaged Conversations

All engaged conversations take place in Bellevue

Running alongside the main conference

Public and private small-group facilitated discussions.

First come first served , Spaces are limited

Macro economic overview: Chinese debt andmacroeconomic reforms

08:05 - 08:45Day 1

What are the implications for global balance ofpayments and capital flows?

Participants

Michael Pettis - Professor of Finance, GuanghuaSchool of Management, Peking University

Fireside Chat: Geopolitical Challenges

08:45 - 09:15Day 1

Successfully navigating the changing dynamics of theglobal private equity landscape

Participants

Dan Quayle - 44th Vice President of the United States,Chairman, Cerberus

Interviewed by: Henny Sender - Chief Correspondent,International Finance , Financial Times

Engaged conversation with Michael Pettis


Chatham House Rules applies, No press

Participants

Michael Pettis - Professor of Finance, GuanghuaSchool of Management, Peking University

State Of The Union: How is private equity bestpositioned to take tactical advantage of marketdislocation?

09:15 - 09:45Day 1

We are clearly in a prolonged business cycle—withasset prices and “dry powder” at or near all-timehighs—simultaneously geopolitical volatility &economic concerns remain or are even increasing. Sowhere are the opportunities among the alternativeasset classes to generate quality risk-adjusted returnsand what should prudent investors be wary of?

Participants

Moderator: Devin Banerjee - Private Equity Editor,Bloomberg

Panellists: Gabriel Caillaux - Head of EMEA, GeneralAtlantic

Glenn R August - Founder & CEO , Oak Hill Advisors

Kipp deVeer - Partner, Global Head of Credit, AresManagement LLC

Ben Langworthy - Senior Managing Director,Centerbridge

Spotlight on regulation


Come along for an informative discussion & update.

Chatham House Rule applies, No press

Participants

Hosted By: Tim Hames - Director General , BVCA

Dörte Höppner - COO Riverside Europe, The RiversideCompany

Michael Collins - Chief Executive, Invest Europe

Keynote Interview

09:45 - 10:15Day 1

Participants

Johannes Huth - Member & Head of KKR EMEA, KKR

Interviewed by: Daniel Schäfer - Finance Editor,Handelsblatt


10:15 - 10:40Day 1



Navigating Markets: Maintaining FinancialDiscipline in a High Priced Environment

10:55 - 11:20Day 1

Participants

Leon Black - Chairman, Chief Executive Officer andDirector, Co-Founder, Apollo Global Management

Interviewed by: Jake Elmhirst - Head of PrivateMarkets, UBS Investment Bank

Changing LP/GP dynamics in private equity

11:20 - 11:50Day 1

How is LP competition in direct, co-investments andsecondary investments affecting market dynamics?How are GPs innovating in private wealth, DC, super-long term fund structures, and liquidity demands toappeal to more discerning investor bases?

Participants

Moderator: Philipp Patschkowski - Principal,Neuberger Berman

Panellists: Michael Lindauer - Managing Director,Global Co-Head of Private Equity, Allianz CapitalPartners GmbH

Thomas McComb - Portfolio Manager, JP Morgan

Eric-Jan Vink - Head of Private Equity, PGGMinvestments

Robert Coke - Head of Absolute Return & BuyoutInvestments, The Wellcome Trust

Engaged conversation


Chatham House Rules applies, No Press

Participants

Glenn R August - Founder & CEO , Oak Hill Advisors

What are the hot-button issues affectingprivate equity today & into the future?

11:50 - 12:15Day 1

Participants

Prakash Melwani - Senior Managing Director & ChiefInvestment Officer, Blackstone

Interviewed by: Jim Strang - Managing Director, Headof Europe, Hamilton Lane

SESSIONSPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 1 AGENDA - 27/02/2018



Berlin


Real Assets Approach to Private EquityInvesting

12:15 - 12:40Day 1

Participants

Bruce Flatt - Chief Executive Officer, Brookfield

Interviewed by: Miriam Gottfried - Reporter, The WallStreet Journal

Distressed and Opportunistic Credit InvestingBriefing


By invitation only

Participants

Hosted By: George Hicks - Co-Founder and ChiefExecutive Officer, Värde Partners

Kathleen Jacobs - Chief Investment Officer, New YorkUniversity

Ilfryn Carstairs - Partner & Co-CIO, Värde Partners

The evolution of the PE industry: What doesthe future look like?

12:40 - 13:10Day 1

How are funds innovating and finding ways to remaincompetitive and relevant when faced with dry powderat record highs, valuations pushed sky high by excessdemand for deals, increased regulatory pressure andinvestor scrutiny and competition?

Participants

Moderator: Michael Halford - Partner and Head ofPrivate Investment Funds for Europe and Asia,Goodwin

Panellists: Kathleen Bacon - Managing Director,HarbourVest Partners

Michael Siefke - Managing Director, Bain Capital

Rob Lucas - Managing Partner, CVC

Conni Jonsson - Chairman, EQT Partners

LP only session


By invitation only Limited to 30 participants

All LPs welcome by prior invitation only - come alongto this closed door, no press discussion on LP focusedisssues and share your own experiences with otherLPs

Participants

Hosted By:: Robert Coke - Head of Absolute Return &Buyout Investments, The Wellcome Trust

Lunch, Networking Break & Quick FireShowcase

13:20 - 14:25

14.00 – 14.30: Delegate quickfire showcase: emergingmanagers

Participants

Host By:: Gordon Hargraves - Partner, Private Advisors

LP Judges:: Mark C. Boyle , Independent SeniorAdvisor

Daniel Parker - Deputy Chief Investment Officer, TexasTech Univeristy System - Office of Investments

Afternoon Chair

14:25 - 14:30A Mid Market Focus

Participants

Jobst Klemme - Director, Abbott Capital Management

Afternoon Chair

14:25 - 14:30B Geo Focus

Participants

Martin Vogel - CEO, MDO Management Company

Afternoon Chair

14:25 - 14:30C Update On Secondaries

Participants

Philip Tsai - MD, Global Head of Secondary MarketAdvisory , UBS Investment Bank

Afternoon Chair

14:25 - 14:30D Value add, volatility and the PE cycle

Participants

Diana Meyel - Managing Partner & Chief FinancialOfficer, Cipio Partners

Afternoon Chair

14:25 - 14:30E Investor Outlook

Participants

J.P Harrop - Group Head of Sales & Founding Partner,Augentius

What does 2018 hold in store?


Latest data on pricing, fundraising and current valuefor deal activity

Participants

Bernhard Engelien - Managing Director , GreenhillCogent

How do you genuinely add value to a portfoliocompany?


Delivering stellar returns by bolstering operationalstrength to get the best out of your business.Examining specific changes and initiatives undertakenand providing tangible evidence of how theseinitiatives have created value and genuinelytransformed a business

Participants

Moderator: Diana Meyel - Managing Partner & ChiefFinancial Officer, Cipio Partners

Panellists: Matthias Wilcken - Partner, Gilde Buy OutPartners

Kristoffer Melinder - Managing Partner, Nordic Capital

Rahul Sawhney - Senior Managing Director, Z CapitalGroup

Rob Heyvaert - Founding Partner, Motive Partners




Berlin


Key issues and opportunities for globalinvestors


How the macro environment is shaping the privateequity landscape

Participants

Ian Charles - Partner, Landmark Partners

Mid-market: still Europe’s engine room?


Examining the effect of Brexit, record high levels ofpricing, stiff competition and falling deal volume: Isthere still potential for higher returns and if so, where?

Participants

Moderator: Maximilian Brönner - Managing Partner,LGT Capital Partners Ltd

Panellists: Daniel Flaig - Partner, Capvis EquityPartners

Simon Turner - Managing Partner, Inflexion PrivateEquity

Søren Johansen - Partner, Altor Equity Partners

Stefano Bonfiglio - Founder, Managing Partner &Investment Committee Chair, Stirling Square CapitalPartners

Where are the best investment opportunities involatile times?

15:00 - 15:30B Geo Focus

Where can outsized returns be found in emergingmarkets? What sectors, opportunity sets, exitexpectations & growth drivers present the bestinvestment opportunities & why?

Participants

Moderator: Martin Vogel - CEO, MDO ManagementCompany

Panellists: Oscar Silva - Chairman, Davos InternationalAdvisory

Vivina Berla - Founder & CEO, Vimine Holding

Anatoly Chubais - CEO, Rusnano ManagementCompany LLC

Market Dynamics


Secondary Market Dynamics Today

Participants

Philip Tsai - MD, Global Head of Secondary MarketAdvisory , UBS Investment Bank

Passporting, trade and talent: What are theimplications of a “hard” Brexit for PE?


How will business structures change in a post-Brexitworld?

How will new trade barriers affect investments, whatare the implications for regulation, deal flow,fundraising and fund domicile? Can PE continue todeliver outperformance in a more complex post-Brexitworld?

Participants

Moderator: Sarah Syed - European Private EquityCorrespondent, Bloomberg News

Panellist: David Ewing - Managing Partner, ECIPartners


John O'Sullivan - Co-Head and Investment CommitteeMember, Beechbrook Capital

Edmund Truell - Executive Chairman, Disruptive Capital

Tracking the evolution of private equity leaders


Three of the oldest global firms discuss the evolutionof their firm’s strategies and organisations

Participants

Moderator: Craig Donaldson - Managing Member,Straventus

Panellists: Brian Conway - Chairman and ManagingPartner, TA Associates

Johannes Huth - Member & Head of KKR EMEA, KKR

Andrew Sillitoe - Co-CEO, APAX Partners

What Is The Current LP Appetite For MidMarket Deals?


What factors do LPs take into account during theirselection process, what niche strategies are mostappealing and what metrics do LPs use whenevaluating performance? What can mid market GPs doto attract their interest?

Participants

Moderator: Jobst Klemme - Director, Abbott CapitalManagement

Panellists: Jean-Francois Le Ruyet - Partner, QuilvestPrivate Equity

Eric Marchard - Principal, Unigestion

Kaarina Suikkonen - Managing Partner, Apaja Advisory

Elena Loteva - Senior Advisor, MAC AssetManagement

Opportunties in Asia

15:30 - 16:00B Geo Focus

How are global and local geopolitical events shapingthe investment strategies of smart investors acrossthe continent? Comparing fund returns and operatingmetrics and pinpointing the compelling Asian growthstories

Participants

Moderator: Raj Ganguly - Co-Founder & GeneralPartner, B Capital Group

Panellists: Kuo-Yi Lim - Managing Partner, Monk's HillVentures

Gian-Marc Widmer - Director, CITIC Securities

Marc de Kloe - COO, Adamas Asset Management




Berlin


Pushing innovation and creativity in generatingreturns


How will secondaries managers actively source dealsand generate appropriate returns? Where will thequality deals come from? How are fundsdifferentiating themselves?

Participants

Moderator: Daniel Schäfer - Finance Editor,Handelsblatt

Panellists: Benoît Verbrugghe - Member of ExecutiveCommittee & Head of Ardian US, Ardian

Matt Jones - Partner, Global Secondaries InvestmentTeam, Pantheon

Lea Lazaric Calvert - Managing Director (Head of PCAEurope), Evercore

Private equity's changing purpose


Seeking returns across the cycle

Participants

Moderator: Gordon Hargraves - Partner, PrivateAdvisors

Panelists: Martin Calderbank - Managing Partner,Agilitas

Rainer Ender - Head of Investment Management,Schroder Adveq

Arnaud Lipkowicz - Managing Director - Partner, GCMGrosvenor

Richard Daw - Co-Managing Partner, Phoenix Equity

What questions are LPs asking?


What are LPs discussing today, what are their majorconcerns, where are they putting their distributions towork and why?

Participants

Moderator: Graves Tompkins - Managing Director,Global Head of Capital Partnering, General Atlantic

Panellists: Katja Salovaara - Senior Portfolio Manager,Private Equity, Ilmarinen Mutual Pension InsuranceCompany

Sweta Chattopadhyay - Senior Investment Manager,RPMI

Camilla Axvi - Head of Private Equity, ExternalManagers, AP2

Daniel Winther - Investment Director, Skandia Life


16:00 - 16:30

Mid market fund performance


Analysing mid market fund performance: Does geo,size and sector make a dfference and why?

Participants

Moderator: Mark O'Hare - Chief Executive Officer,Preqin

Panellists: Susanne von Gültlingen - InvestmentPartner, Head of Private Equity Asset Management,Siemens Venture Capital

Wol Kolade - Managing Partner, Livingbridge

Christine Panier - Head of Lower Mid-Market - WesternEurope, Equity Investments, European Investment Fund– EIF

Arnaud Garel-Galais - Business Development Director,Caceis

LPs On Emerging Markets

16:30 - 17:00B Geo Focus

Where are LPs planning to increase theircommitments, which factors have the most influenceon LP investment decisions and why?

Participants

Moderator: Holger Rossbach - Senior Director, PrivateInvestments Research, Cambridge Associates

Panellists: Anne Fossemalle - Head of Private EquityPractice, EBRD

Tilman W. Kruse - Director Corporates & Funds Europe/ Middle East / Central Asia, DEG

Reyaz Ahmad - Head, Global Emerging Markets Fundof Funds, IFC Asset Management Company

Henry Gindt - Special Assistant & Advisor, OPIC

Developments in fund restructuring


Examining the latest trends in GP-led fundrestructuring: To what extent has the trend for GP ledliquidity solutions been the answer for investors’ newliquidity needs?

Participants

Moderator: Lawrence Thuet - Vice Chairman, Park HillGroup

Panellists: Joaquín Alexandre Ruiz Tarré - Head - EIFDiscretionary Portfolio, European Investment Fund –EIF

Andrew Hawkins - Head of Private Equity Solutions,ICG

Mercedes Fernandez Elias - Executive Director,Morgan Stanley Investment Management

Tristram Perkins - Co-Head of Secondary PrivateEquity & Managing Director, Neuberger Berman

Distressed debt: where are we in the cycle?

16:30 - 17:00D Distressed and special situations

Is now the time to invest in distressed debt? What arepredicted return expectations given current marketvolatility?

Participants

Moderator: Lee Millstein - President, Cerberus GlobalInvestments & Global Head of Real Estate, Cerberus

Panellists: Robert Ruberton - Partner, Head of GlobalIlliquid Opportunistic Credit, Apollo GlobalManagement

Dominic Slade - Managing Partner , Alchemy Partners

Jordon Kruse - Managing Director, Oaktree CapitalManagement

Alon Avner - Managing Director, Bain Capital Credit

How to get lucky in private equity


Underpinning proven returns by the execution of aninvestment thesis

Participants

Moderator: Andrew Ware - Partner and Chief FinancialOfficer, Keyhaven Capital Partners

Panellists: Mr Joe Giannamore - CEO & CIO, AnaCap

Crevan O'Grady - Partner, Volpi Capital

João Coelho-Borges - Partner, Magnum Partners




Berlin


Exit activity in the mid market


Evaluating the multiple exit routes in the mid market:trade sales, secondary & IPO activity & maximisingvalue whatever your route to realisation

Participants

Moderator: Silvina Aldeco-Martinez - ManagingDirector, S&P Global

Panellists: Edward Eyerman - Managing Director, Headof European Leveraged Finance, Fitch Ratings

Terry Mullen - Co-Founder and Partner, Arsenal Capital

Vincent Briancon - Partner, LBO France

Axel Kalinowski - Head of Central,Southern & EasternEurope, London Stock Exchange

Outlook for Africa

17:00 - 17:30B Geo Focus

Participants

Moderator: Oscar Silva - Chairman, DavosInternational Advisory

Panellists: Eric Osiakwan - Managing Partner, ChanzoCapital

David Donahue - Partner, Mbuyu Capital Partner

Alexandra Jung - Senior Advisor, 57 Stars

Recent trends in secondary investing


Examining developments in niche strategies (sectorfocus, small-cap deals, tail ends), portfoliooptimisation and its impact on deal sourcing strategyand deal flow for secondary buyers, and the impact ofincreased use of leverage on pricing

Participants

Moderator: Philippe Roesch - Managing Partner ,RIAM Alternative Investments

Panellists: Christiaan de Lint - Partner & Co-Founder ,Headway Capital Partners

Christian Diller - Partner & Co-Founder, MontanaCapital Partners

Benjamin Revillion - Founder and Managing Partner,BEX Capital

Turnarounds & special situations

17:00 - 17:30D Distressed and special situations

Examining the growing trend to include turnaroundinvestments as part of a wider investment strategy:Where do the best opportunities lie for 2018?

Participants

Moderator: Dante Leone - Managing Partner, CP-DL

Panellists: Henry Jackson - Chief Executive, OpCapita

Scott Graves - Partner, Head of Distressed, Co-Head ofNorth American Private Equity, Ares Management LLC

Cyril Tergiman - Partner, EQT Credit

Martin Gruschka - Managing Member, SpringwaterCapital

The trend towards customisation


Forging new deals & flexible terms: how successfullyare GPs innovating to address LP needs via alternativestructures & customised partnerships?

Participants

Moderator: Miriam Schmitter - Managing Director,Commonfund UK Ltd

Panellists: Warren Tye - Investment Officer, HelmsleyCharitable Trust

Daniel Parker - Deputy Chief Investment Officer, TexasTech Univeristy System - Office of Investments

Christian Wiehenkamp - Chief Investment Officer,Perpetual Investors GmbH

Warren Hibbert - Managing Partner, Asante CapitalGroup

End of Conference Day 1

17:30 - 17:35

Evening Networking Cocktail Party

17:35 - 19:00

Entry strictly restricted to SuperReturn conferencebadge holders only




Berlin


TIME A MID MARKET FOCUS B GEO FOCUS C UPDATE ON SECON-DARIES

D DISTRESSED ANDSPECIAL SITUATIONS

D VALUE ADD,VOLATILITY AND THEPE CYCLE

DAY 1 E INVESTOR OUTLOOK ENGAGED CONVERSA-TIONS

07:00 07:30 - Registrationand Welcome Coffee

07:30 - Registrationand Welcome Coffee







08:00 08:00 - Chairman'sopening welcome

08:05 - Macro eco-nomic overview: Chi-nese debt and macro-economic reforms

08:45 - Fireside Chat:Geopolitical Chal-lenges

08:00 - Engaged con-versations

09:00 09:15 - State Of TheUnion: How is privateequity best positionedto take tactical advan-tage of market dislo-cation?

09:45 - Keynote Inter-view

09:00 - Engaged con-versation withMichael Pettis

09:40 - Spotlight onregulation

10:00 10:15 - Morning Cof-fee and NetworkingBreak

10:55 - NavigatingMarkets: MaintainingFinancial Discipline ina High Priced Environ-ment

10:35 - Morning Cof-fee and NetworkingBreak

SCHEDULEPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018 MAIN CONFERENCE DAY 1 AGENDA - 27/02/2018



Berlin






11:00 11:20 - Changing LP/GP dynamics in pri-vate equity

11:50 - What are thehot-button issues af-fecting private equitytoday & into the fu-ture?

11:30 - Engaged con-versation

12:00 12:15 - Real AssetsApproach to PrivateEquity Investing

12:40 - The evolutionof the PE industry:What does the futurelook like?

12:15 - Distressedand OpportunisticCredit Investing Brief-ing

12:45 - LP only ses-sion

13:00 13:20 - Lunch, Net-working Break & QuickFire Showcase

13:20 - Lunch, Net-working Break & QuickFire Showcase







14:00 14:25 - AfternoonChair

14:25 - AfternoonChair


14:30 - What does2018 hold in store?


14:30 - How do yougenuinely add value toa portfolio company?


14:30 - Key issuesand opportunities forglobal investors




Berlin






15:00 15:00 - Mid-market:still Europe’s engineroom?

15:30 - What Is TheCurrent LP AppetiteFor Mid Market Deals?

15:00 - Where are thebest investment op-portunities in volatiletimes?

15:30 - Opportuntiesin Asia

15:00 - Market Dy-namics

15:30 - Pushing inno-vation and creativity ingenerating returns

15:00 - Passporting,trade and talent: Whatare the implications ofa “hard” Brexit for PE?

15:30 - Private equi-ty's changing purpose

15:00 - Tracking theevolution of privateequity leaders

15:30 - What ques-tions are LPs asking?

16:00 16:00 - Afternoon Re-freshments and Net-working Break

16:30 - Mid marketfund performance

16:00 - Afternoon Re-freshments and Net-working Break

16:30 - LPs On Emerg-ing Markets


16:30 - Developmentsin fund restructuring


16:30 - Distresseddebt: where are we inthe cycle?




16:30 - How to getlucky in private equity


17:00 17:00 - Exit activity inthe mid market

17:30 - End of Confer-ence Day 1

17:35 - Evening Net-working Cocktail Party

17:00 - Outlook forAfrica



17:00 - Recent trendsin secondary investing



17:00 - Turnarounds &special situations







17:00 - The trend to-wards customisation








Berlin


Registration and welcome coffee

08:00 - 08:30


08:30 - 08:40Day 2

Participants

Kevin Kuryla - Global Head of Private Funds Group,UBS

Engaged conversations


All engaged conversations take place in Bellevue

Running alongside the main conference

Public and private small-group facilitated discussions.

First come first served ,Spaces are limited

Private equity investing with impact in thegreen industrial revolutionGreen revolution:Winners and Losers

08:40 - 09:10Day 2

Participants

Jochen Wermuth - Founder, Green Growth Fund 2 &investment committee member, “Energy TransitionFund”, Germany’ new €24bn sovereign wealth fund,Wermuth Asset Management

Fireside Chat

09:10 - 09:40Day 2

Participants

Todd Sisitsky - Managing Partner, TPG Capital

Interviewed by: Devin Banerjee - Private Equity Editor,Bloomberg

SuperReturn Boardroom


LP only session

By invitation only

Limited to 30 participants

The Chatham House Rule applies , No press

Participants

Hosted By:: Allen MacDonell - Managing Director,Teacher Retirement System of Texas

Electronic polling panel: how will the privatemarkets industry be disrupted?

09:40 - 10:10Day 2

What will happen to the traditional models, strategiesand future horizon of private capital investments? Whyis the 2 and 20 model debated but never trulychanged? How will deals be sourced? What will createa stronger and more future-proof industry to move withthe ever-changing times?

Participants

Moderator:: Helen Steers - Partner, Head of EuropeanInvestment Team , Pantheon

Jan Janshen - Managing Partner, Advent International

Guthrie Stewart - Global Head of Private Investments,PSP Investments

Christina Pamberg - Managing Partner, Alcyon Holding



Engaged conversation: The Green Revolution


Participants

Jochen Wermuth - Founder, Green Growth Fund 2 &investment committee member, “Energy TransitionFund”, Germany’ new €24bn sovereign wealth fund,Wermuth Asset Management

The Era of Digitization

10:10 - 10:40Day 2

From the internet of things to AI

Participants

Robert Smith - Founder, Chairman and CEO, VistaEquity Partners

Interviewed by: Matt Klein - Alphaville Reporter, FTAlphaville

Investment horizons and the global financialsystem: examining the faith in global centralbank and policy coordination

10:40 - 11:15Day 2

Examining whether global monetary policy stabilitycan be maintained and continue to offset domesticand international political volatility.

The disproportionate role of the dollar in global tradeand finance

The corresponding role of the Federal Reserve and itscompeting mandate for the US domestic and globaleconomy

How do private and public sector debt levels impactthe policy options for China, the US, Japan and Europe

Can astute central bank coordination manage theglobal economy in spite of domestic and internationalpolitical tension?

Participants

Moderator: Matt Klein - Alphaville Reporter, FTAlphaville

Panellists: Michael Pettis - Professor of Finance,Guanghua School of Management, Peking University

Brad Setser - Senior Fellow, Council on ForeignRelations

Mark Jenkins - Head of Global Credit, The CarlyleGroup

Giuseppe Naglieri - Partner and Deputy ChiefInvestment Officer, Värde Partners


11:15 - 11:45

Europe under pressure

11:45 - 12:25Day 2

The European Crisis in its Global Context

Participants

Yanis Varoufakis , Former Minister of Finance, Greece,Professor of Economics, Co-founder, DiEM25




Berlin


Off the record

12:25 - 12:50Day 2

Participants

Steve Klinsky - CEO, New Mountain Capital

Interviewed by: Tarang Katira - Principal, HamiltonLane



Closed Door Session


Participants

Hosted By: Yanis Varoufakis , Former Minister ofFinance, Greece, Professor of Economics, Co-founder,DiEM25

How much longer can the global economy bethis good?

12:50 - 13:20Day 2

Participants

David Rubenstein - Co-Founder & Co-ExecutiveChairman, The Carlyle Group

Lunch, Networking Break & Quick FireShowcase

13:20 - 14:55

Plus hosted lunch tables in the LA Café with:

Prof. Dr. Yanis Varoufakis, Former Minister of Finance,Greece, Professor of Economics, Co-founder, DiEM25

Allen MacDonell, Managing Director, TeacherRetirement System of Texas

First come, first served

Afternoon plenary chairman

14:55 - 15:00Day 2

Participants

Marc Wursdorfer - Managing Director, Head of EMEA,UBS Investment Bank

Mid Market “back to the future”

15:00 - 15:30Day 2

We take a trip back to 2007 to discuss what’s changedin the mid market since then, where we are today,

what it will take to be successful in the future andwhat’s going to matter most in getting there

Participants

Moderator: Jim Strang - Managing Director, Head ofEurope, Hamilton Lane

Panellists: Frode Strand-Nielsen - Managing Partner,FSN Capital Partners

Gregor Böhm - Managing Director & Co-Head CarlyleEurope Partners, The Carlyle Group

Dana Haimoff - Managing Director,Portfolio Manager,J.P Morgan Asset Management

Looking at the world from a risk perspective –we are all emerging markets now

15:30 - 16:00Day 2

With currency risk and policital risk becomingubiquitous, where should emerging and growth marketprivate equity and venture capital sit in a globalportfolio? How do other regions fare against Europeand US?

Participants

Moderator: Mounir Guen - CEO, MVision

Panellists: Rashad Kaldany - Founder and CIO,BlueOrange Sustainable Capital

Seymur Tari - CEO , Turkven Private Equity

Alexander Savin - Managing Partner, Elbrus Capital

Rob Genovese - Vice President, Lunar


16:00 - 16:25

Afternoon Chair

16:25 - 16:30A Fundraising

Participants

Oliver Gottschalg - Associate Professor, HEC Schoolof Management, Paris

Afternoon Chair

16:25 - 16:30B Real Assets

Participants

Terrence M Tehranian - Partner , Pioneer PointPartners

Afternoon Chair

16:25 - 16:30C Co Investments

Participants

Rhonda Ryan - Managing Director, Head of EMEA,Pavilion Alternatives Group Ltd

Afternoon Chair

16:25 - 16:30D VC/Growth

Participants

Brian Smiga - Partner, Alpha Venture Partners

People Matter!


New insights into factors that explain when GPperformance persists … and when it does not

Participants

Oliver Gottschalg - Associate Professor, HEC Schoolof Management, Paris

The next generation of infrastructure


What role will private capital play in developing thenext generation of infrastructure when “no normal” isthe new normal?

Addressing the challenges of increasing urbanisation,maturity of emerging markets and aging population,combined with the new risk issues of stranded assets,disruptive technology, changing regulation andsignificant competition for assets from new entrants

Participants

Moderator: Terrence M Tehranian - Partner , PioneerPoint Partners

Panellists: Simon Gray - Co-Managing Partner, ArcusInfrastructure Partners

Laurence Monnier - Head of Strategy and Research,Aviva Investors




Berlin


Co-investment and outperformance: to whatextent do co-investments outperform fundinvestments?


To what extent do co-investments outperform fundinvestments? What value do LPs bring to the table,how are GPs managing the increase in demand for co-investments and how do LPs choose the best deals?

Participants

Moderator: David Smith - Managing Director, Co-headof Co-investments, Capital Dynamics

Panellists: Amanda Tonsgaard - Head of InvestorServices, Triton

Nino Tronchetti Provera - Managing Partner, Ambienta

Johanna Barr - Managing Director and Global Co-Headof Limited Partner Services, Advent International

Rob Horsnall - Head of Direct Private Equity, USSIM

Building a Venture Investment Playbook

16:30 - 17:00D VC/Growth

8 Lessons from 4 VC successes

Participants

Moderator: Brian Smiga - Partner, Alpha VenturePartners

Panellists: Robert Kniaz - Founding Partner, HoxtonVentures

Christian Hernandez Gallardo - Managing Partner,White Star Capital

Denis Barrier - Co-Founder & CEO, Cathay Innovation

Shmuel Chafets - General Partner, Target Global

The do’s and don’ts of fundraising


Fundraising best practice: what makes a fundmarketable to LPs and what are the mistakes to avoid?How have successful GPs achieved their outstandingfundraisings?

Participants

Moderator: John Barber - Partner, Co-Head of InvestorServices , Bridgepoint

Panellists: Andrew Honnor - Managing Partner ,Greenbrook Communications

Mark Harford - Partner, Vitruvian Partners

Marc der Kinderen - Managing Partner, 747 Capital

Andy Shore - Partner, Proskauer

LPs on real assets


What strategies are LPs reviewing to increase theirallocation to real assets over the long term? Whichtrends are they following and why? What are the topchallenges they are facing, what types of risks are theyconcerned about and how are they managing thoserisks?

Participants

Moderator: Rahul Advani - Partner, Energy CapitalPartners

Panellists: Alexander Krater - Partner, PalladioPartners

Jason Zibarras - Founding Partner, Argo InfrastructurePartners

Waleed Elgohary - Principal- Private Investment (Natural Resources Group), CPPIB

Recep Kendircioglu - Senior Managing Director, Bong &Corporate Finance Group, John Hancock

Successfully accessing co-investment deals


How can LPs successfully generate a diversified co-investment portfolio? What are the risks inherent in aco-investment programme, how are these bestmanaged and what is the impact of co-investing onLP/GP relations, fees and portfolio construction?

Participants

Moderator: Nick Warmingham - Investment Director,Cambridge Associates

Panellists: Roberto Torrini - Managing Director, Co-Investments , AlpInvest Partners

Carl Nauckhoff - Senior Principal, Head of InvestorRelations, Investindustrial

Erik Nobel - Investment Director, AP6

J.Brady Hyde - Vice President, Director of PrivateEquity, B1 Capital Partners

2018: A strong year for European VC?

17:00 - 17:30D VC/Growth

Examining the latest trends: Where are the bestopportunities and how are investors assessingestablished and new VCs

Participants

Moderator: Annette Wilson - Partner, COO & InvestorRelations, Finch Capital

Panellist: Anne Glover - Chief Executive & Co-Founder,Amadeus Capital Partners

Alberto Gómez - Managing Partner, Adara Ventures

Bjorn Tremmerie - Equity Investments, Head DivisionICT & BAI, European Investment Fund – EIF

Chris Wade - Co-Founder & Partner, ISOMER CAPITAL

LP perspectives: what could GPs do better?


What are the best strategies for accessing top tier/oversubscribed funds? When to re-up and when towalk away, and when to invest with a first timemanager

Participants

Moderator: David Jeffrey - Partner-Head of Europe,StepStone Group

Panellist: Joshua B Stern - Director, PrivateInvestments , Robert Wood Johnson Foundation

Mark C. Boyle , Independent Senior Advisor

Dave Hong - Senior Portfolio Manager, bcIMC

Opportunities in renewables: can renewablessustain their competitive edge over the next 5years?


How will geopolitics affect renewables in the short andlong term, what will the effect of technology be onrenewable energy development and how will pricing ontraditional fuels affect renewables?

Participants

Moderator: Uwe Fleischhauer - Founder & ManagingPartner, Yielco Investment

Panellists: Karl Smith - Managing Director, GreenInvestment Group

Scott Brown - Founder & CEO, New Energy Capital




Berlin


Too hot to touch


• What makes the ideal co-investment partner &what doesn’t & why?

• As more LPs are going direct, how does thisimpact the private equity industry?

• How are terms, conditions and fees beingstructured in co-investment deals? What happens ifco-investors need to liquidate their positions?

• How are GPs managing their fiduciary duty to thefund and the co-investment partner? What happenswhen things go wrong?

• What happens in a downturn? How well preparedare co-investment partners for losses and write-downs? What lessons can be learned fromprevious cycles?

Participants

Richard Howell - Partner, PAI Partners

James Pitt - Partner, Lexington Partners

Rhonda Ryan - Managing Director, Head of EMEA,Pavilion Alternatives Group Ltd

Growth equity today

17:30 - 18:00D VC/Growth

Global growth investing & creative origination intoday’s market: where do opportunities lie?

Participants

Moderator: Justin Kusinskis - Partner, CBRE CaledonCapital Management

Panellists: Nathan Sanders - General Partner & Headof Investor Relations, TCV

Ronan Cunningham - Managing Director, SpectrumEquity

Aris Constantinides - Partner, Kreos Capital

Andy Brown - Head of Investor Relations, FranciscoPartners

End of Main Conference Day 2

18:00 - 18:05

Evening Networking Reception

18:05 - 19:30

Entry Strictly Restricted To SuperReturn ConferenceBadge Holders Only




Berlin


TIME A FUNDRAISING B REAL ASSETS C CO INVESTMENTS D VC/GROWTH DAY 2 ENGAGED CONVERSATIONS

08:00 08:00 - Registration and wel-come coffee

08:00 - Registration and wel-come coffee




08:30 - Chairman's openingwelcome

08:40 - Private equity investingwith impact in the green indus-trial revolutionGreen revolu-tion: Winners and Losers


08:30 - Engaged conversa-tions

09:00 09:10 - Fireside Chat

09:40 - Electronic polling pan-el: how will the private marketsindustry be disrupted?

09:15 - SuperReturn Board-room

10:00 10:10 - The Era of Digitization

10:40 - Investment horizonsand the global financial sys-tem: examining the faith inglobal central bank and policycoordination


11:00 11:15 - Morning Coffee andNetworking Break

11:15 - Morning Coffee andNetworking Break




11:45 - Europe under pressure


12:00 12:25 - Off the record

12:50 - How much longer canthe global economy be thisgood?


13:00 13:20 - Lunch, NetworkingBreak & Quick Fire Showcase

13:20 - Lunch, NetworkingBreak & Quick Fire Showcase








Berlin


TIME A FUNDRAISING B REAL ASSETS C CO INVESTMENTS D VC/GROWTH DAY 2 ENGAGED CONVERSATIONS

14:00 14:55 - Afternoon plenarychairman

15:00 15:00 - Mid Market “back tothe future”

15:30 - Looking at the worldfrom a risk perspective – weare all emerging markets now

16:00 16:00 - Afternoon Refresh-ments and Networking Break


16:30 - People Matter!

16:00 - Afternoon Refresh-ments and Networking Break


16:30 - The next generation ofinfrastructure



16:30 - Co-investment and out-performance: to what extentdo co-investments outperformfund investments?



16:30 - Building a Venture In-vestment Playbook



17:00 17:00 - The do’s and don’ts offundraising

17:30 - LP perspectives: whatcould GPs do better?

17:00 - LPs on real assets

17:30 - Opportunities in renew-ables: can renewables sustaintheir competitive edge over thenext 5 years?

17:00 - Successfully accessingco-investment deals

17:30 - Too hot to touch

17:00 - 2018: A strong year forEuropean VC?

17:30 - Growth equity today

18:00 18:00 - End of Main Confer-ence Day 2

18:05 - Evening NetworkingReception

18:00 - End of Main Confer-ence Day 2













Berlin


LP Only Breakfast

08:15 - 09:30LP Only Breakfast

Informative and invaluable networking for LPs.

Open to pre-qualified pension funds, foundations,endowments, SWFs only

Hosted By: ILPA

Fair Game? An LP-Only Discussion on “Reasonable”Fees and Expenses

Every day, LPs are told that various terms orparameters are, or are not, “market”. How can weseparate fact from fiction? And even where terms areindeed market-standard, which of these should LPsaccept, and which ones are worth revisiting? Join ILPAand your global LP peers for a closed-door, ChathamHouse rules discussion on what we’ve seen to dateand what we want to prioritize for the future.Questions tackled will include:

• What baseline do investors use to assess whethervarious types of expense are reasonable, e.g.,placement fees, fund administration, legal andaccounting?

• Can the trend towards broad discretion on thedefinition of fund expenses be reined in? If so,how?

• As LPs scrutinize the use of operating partners,how have GP attitudes towards insourcing versusoutsourcing evolved?

• Should specific costs associated with subsets ofLPs be shared among all LPs in the fund, e.g., co-investors or LPs with specific jurisdictionalrequirements?

• How useful is it for LPs to review the serviceagreements between the GP and vendors orportfolio company management?

Participants

Jennifer Choi - Managing Director, ILPA


09:00 - 09:25Day 3


09:25 - 09:30Day 3

Participants

Jonny Maxwell , Investor & Corporate Advisor

Stretching the brand? Latest academicevidence on performance persistence acrossfunds

09:30 - 10:10Day 3

Tim Jenkinson will take a new look at the performancepersistence question by presenting evidence onwhether top GPs are able to repeat their performanceacross funds, and how returns are impacted as theyincrease fund size and move into different strategiesor geographies.

Participants

Tim Jenkinson - Professor of Finance, Private EquityInstitute, Said Business School, University of Oxford

Follow up panel on performance persistenceacross funds

10:10 - 10:40Day 3

Participants

Moderator: Tim Jenkinson - Professor of Finance,Private Equity Institute, Said Business School,University of Oxford

Panellists: Allen MacDonell - Managing Director,Teacher Retirement System of Texas

Neil Harper - Managing Director & Chief InvestmentOfficer, Morgan Stanley Alternative InvestmentPartners

Simon Cook - Co-Founding Partner, Draper Esprit

Morning Coffee

10:40 - 11:10

VC/CVC-financed startups going global

11:10 - 11:30Day 3

Participants

Martin Haemmig - Adjunct Professor , CeTIM &GLORAD

Cross-Border VC Investments In GlobalStartups

11:30 - 12:00Day 3

Participants

Moderator: Martin Haemmig - Adjunct Professor ,CeTIM & GLORAD

Panellists: Eric Buatois - General Partner, BenhamouGlobal Ventures

Markus Benzler - Head Multi-Managers PE, UBS

Simon Cook - Co-Founding Partner, Draper Esprit

Dick Kramlich - Chairman Emeritus, NEA

Yoann Caujolle - Director, BPI France

Regulatory update

12:00 - 12:30Day 3

Regulation, self-regulation and politics: the mainchallenges for PE in 2018 and how the industry ispreparing to deal with them

Participants

Moderator: Dörte Höppner - COO Riverside Europe,The Riverside Company

Panellists: Michael Collins - Chief Executive, InvestEurope

Tim Hames - Director General , BVCA

John Finley - Chief Legal Officer, Blackstone

Jennifer Choi - Managing Director, ILPA

Lessons from a serial entrepreneur

12:30 - 13:15Day 3

Profiting from the Truth

People are interested in ideas and loyal to promises,not products and price points. Communicating withclarity ultimately means removing ‘the illusion ofseparation’, understanding that ‘You are YourCustomer’ and treating your customers as you wouldhave them treat you.

BJ Cunningham uses his own experience as a serialentrepreneur, and his highly entertaining and thoughtprovoking ‘DEATH Cigarettes’ case study, to illustratehis straightforward brand and business thinking; ‘RightThought, Right Word, Right Action’.

Participants

BJ Cunningham , Serial Entrepreneur

Lunch & Networking Break

13:15 - 14:15




Berlin


Impact investing

14:15 - 14:45Day 3

Participants

Moderator: Peter Flynn - Director, Candela Capital

Panellists: Silva Deželan - Director Sustainability,Robeco Private Equity

Sophie Robé - Founder & CEO, Phenix Capital

Nathan Elstub - Executive Director of Investment,NESTA

Too hot to touch session on red hot issues

14:45 - 15:15Day 3

Chatham House Rule applies – no reporting, orattributing of quotes to participants.

Up-to-the-minute agenda to be announced.

Participants

Hosted By: Jonny Maxwell , Investor & CorporateAdvisor

Tim Jenkinson - Professor of Finance, Private EquityInstitute, Said Business School, University of Oxford


End of SuperReturn International 2018

15:15 - 15:20




Berlin


TIME DAY 3 LP ONLY BREAKFAST

08:00 08:15 - LP Only Breakfast

09:00 09:00 - Registration and Welcome Coffee


09:30 - Stretching the brand? Latest academic evidence on per-formance persistence across funds

10:00 10:10 - Follow up panel on performance persistence acrossfunds



11:00 11:10 - VC/CVC-financed startups going global

11:30 - Cross-Border VC Investments In Global Startups

12:00 12:00 - Regulatory update

12:30 - Lessons from a serial entrepreneur

13:00 13:15 - Lunch & Networking Break 13:15 - Lunch & Networking Break

14:00 14:15 - Impact investing

14:45 - Too hot to touch session on red hot issues

15:00 15:15 - End of SuperReturn International 2018 15:15 - End of SuperReturn International 2018

SCHEDULEPLEASE NOTE THE 2019 AGENDA IS COMING LATER THIS YEAR - SEE BELOW FOR THE 2018MAIN CONFERENCE DAY 3 AGENDA - 01/03/2018



Berlin


Documents

SESSIONS SuperReturn - KNect365 · • Central Banks, Capital Requirements & Funding ... SuperReturn International 25 ... Oaktree Capital Management