unquote" German Private Equity Forum

24 May 2017, Vier Jahreszeiten Kempinski, Munich

Agenda

    • 08:30

      Registration

    • 09:00

      Chair's welcome remarks

      Catherine Ford
      Catherine Ford
      Editor-at-Large , Mergermarket
    • 09:10

      Keynote address: The Next 25 Years

      • Changes coming from technology and artificial intelligence, demographics, migration and the ever growing role of business in solving society’s needs

      Mark Florman
      Mark Florman
      Principal, Florman Family Trust and Chairman, , Time Partners
      Oscar Green
      Oscar Green
      DACH Reporter , unquote"
    • 09:40

      On-Stage Q&A: How do you manage assets and portfolios effectively?

      • A Managing Director of a leading independent alternative investment management firm will examine macro trends and developments in the market, how to create value by investing in private equity and where they think you should you be looking for investment opportunities?
      Thomas Etzel
      Thomas Etzel
      Managing Director , HQ Capital Private Equity
      Amedeo Goria
      Amedeo Goria
      Reporter , unquote”
    • 10:00

      Panel: Funds appetite for private equity direct and co-investments

      • The speakers will discuss the importance of co-investing in hope to build and strengthen LP/GP relationships and how to strike the right balance between direct, secondary and fund commitments?
      • Will also examine recent case studies of fund closures and the prospects for market growth in the German region
      Benjamin Alt
      Benjamin Alt
      Executive Director , Adveq
      Kaarina Suikkonen
      Kaarina Suikkonen
      Partner , Lyrique
      Matthias Wilcken
      Matthias Wilcken
      Partner and Director , Gilde Buyout Partners
      Catherine Ford
      Catherine Ford
      Editor-at-Large , Mergermarket
    • 10:30

      Presentation: Attractive M&A Targets - what do buyers look for?

      • Can an analysis of financial measures, such as growth, size, profitability, leverage, liquidity and valuation provide insights into which companies are likely to become acquisition targets?
      • How do these measures differ for private vs. public targets?
      • And what is the relative importance of these measures in predicting the probability of a company becoming an acquisition target?

      This presentation, based on a 23-year study of 34,000 firms and 14,000 deals by Cass Business School and Intralinks, seeks to answer these questions, revealing how the financial characteristics of companies correlate with M&A activity in often unexpected ways.

      Philip Whitchelo
      Philip Whitchelo
      Vice-President, Strategy & Product Marketing , Intralinks
    • 10:50

      Morning Break and Networking Opportunity

    • 11:20

      On Stage Q&A: Chinese buyers investing into Germany

      • The speakers will discuss their investment experience on sourcing and executing deals in the region.
      Wolfgang Seibold
      Wolfgang Seibold
      Managing Partner , AGIC Capital
      Insa Cornelia Müller
      Insa Cornelia Müller
      Partner , Beiten Burkhardt
      Catherine Ford
      Catherine Ford
      Editor-at-Large , Mergermarket
    • 11:45

      Panel: DACH Exit Analysis and the Outlook for H2 2017 – How does this compare to the rest of Europe?

      • Overview of Multiples across Europe versus the DACH region - H2 2016 and H1 2017 analysis
      • What are the important factors to consider for an exit and what steps should be taken to ensure the best outcome?
      • What are the preferred route for exits in the current market for GPs?
      Axel  Oltmann
      Axel Oltmann
      Managing Partner , Clearwater International
      Alexander Friedrich
      Alexander Friedrich
      Partner , Quadriga Capital
      Georg Ganghofer
      Georg Ganghofer
      Investment Director , Brockhaus Private Equity
      Katrien Van Hoof
      Katrien Van Hoof
      ECM Reporter , DealReporter
    • 12:10

      Panel: Leading By Example – The DACH Private Equity Debate

      • The panel will discuss how to deliver returns in a low growth market and how they ensure value when investing in start-ups, Mittelstand and large cap deals?
      • The leaders’ debate their views on key investment geographies, what has been the driving force of investments in the last 12 months and what future trends can we expect to see in the market.
      Oskar Schilcher
      Oskar Schilcher
      Senior Partner, Chief Investment Officer , Equistone Partners
      Goetz Hertz-Eichenrode
      Goetz Hertz-Eichenrode
      Board Member , HANNOVER Finanz Group
      Ralf Flore
      Ralf Flore
      Managing Partner , Ufenau Capital Partners AG
      Andreas Bösenberg
      Andreas Bösenberg
      Managing Director , Sun European Partners, GmbH – Frankfurt
      Amedeo Goria
      Amedeo Goria
      Reporter , unquote”
    • 12:40

      Lunch

    • 13:40

      Presentation: Digitalisation - How do you become Digital leaders?

      • How to do you create value through enhancing your digitalisation? 
      • Why is it so difficult for organisations to evolve into the digital era – what strategies are the most effective?
      • How will the new European General Data Protection Regulation (GDPR) coming into effect in May 2018 impact companies and portfolios?
      • What can companies do to navigate through the highly protected legal environment?
      • Analysis and outlook of the recent trend in internet companies bought and sold for mega high prices
      Olof Hernell
      Olof Hernell
      CDO , EQT
      Dr. Axel von Walter
      Dr. Axel von Walter
      Partner , Beiten Burkhardt
    • 14:05

      Panel: Insurance solutions for dealing with risks

      • Current innovations in the German insurance market - how does this differ to the rest of Europe
      • Tax, cyber and environmental risk considerations
      • The rise of Chinese and US bidders looking into European and German targets
      • What time length for deals are underwriters currently working to with the increased competition? 
      • Packaged insurance deals – why has this become a growing trend in Germany and what deals are these used for?
      • The future of insurance for German deal processes
      Robert Engels
      Robert Engels
      Head of M&A Solutions , Aon Risk Solutions
      Niki Demirbilek
      Niki Demirbilek
      Global Head of M&A Insurance , DUAL Specialty M&A
      Matthias Wilcken
      Matthias Wilcken
      Partner and Director , Gilde Buyout Partners
      Marinus Schmitt
      Marinus Schmitt
      Partner , Ufenau Capital Partners AG
      Dr. Jack Schiffer
      Dr. Jack Schiffer
      Of Counsel , Beiten Burkhardt
      Catherine Ford
      Catherine Ford
      Editor-at-Large , Mergermarket
    • 14:35

      Afternoon Break and Networking Opportunity

    • 15:05

      Presentation and On Stage Q&A: The implications of the global green industrial revolution for a family office’s investment strategy

      • Is private equity the right vehicle to push the ‘Green Industrial Revolution?
      • What are the short-term and long-term challenges for private equity investors?
      • How can private equity ensure lower risk and higher returns?
      • What can private equity be doing in 5 years to impact this revolution of investing?
      Jochen Wermuth
      Jochen Wermuth
      Senior Fund Partner, Green Gateway Fund 2 , Wermuth Asset Management
      Oscar Green
      Oscar Green
      DACH Reporter , unquote"
    • 15:30

      Panel: Venture capital and Growth Capital success stories

      • The panel will debate why German start-ups are becoming interesting attractive for foreign investors and corporate investors?
      • The expert will share their real life experiences on how a VC and PE have worked harmoniously together on deals.
      Nikolas Samios
      Nikolas Samios
      Managing Partner of the COOPERATIVA Venture Group and Chief Investment Officer , German Startups Group
      Dr. Hendrik Brandis
      Dr. Hendrik Brandis
      Partner , Earlybird Venture Capital.
      Roland Dennert
      Roland Dennert
      Managing Partner , Cipio Partners
      Johann Reich
      Johann Reich
      Managing Partner , Rheingau Capital
      Lars Härle
      Lars Härle
      Managing Director, Co-Head of IEG Internet Desk and Technology Desk, , IEG – Investment Banking Group
    • 16:00

      Chair’s closing remarks followed by networking drinks

2017 Presentation Slides: