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: Macroeconomic threats & opportunities for German Private Equity

    • 09:20

      Panel: Leading family offices debate - How do you manage assets and portfolios effectively?

      • The speakers 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”
    • 09:55

      On Stage Q&A: 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 examine recent investments, incredible case studies of recent closes and the prospects for market growth in the German region
      Benjamin Alt
      Benjamin Alt
      Executive Director , Adveq
      Jörg Sperling
      Jörg Sperling
      Managing Partner , Alpina Partners
    • 10:15

      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
    • 10:35

      Morning Break and Networking Opportunity

    • 11:05

      On Stage Q&A: Chinese buyers investing into Germany

      • The speakers will discuss their investment experience on sourcing and executing deals in the region.
      Heiko von Dewitz
      Heiko von Dewitz
      Managing Partner , AGIC Partners
      Insa Cornelia Müller
      Insa Cornelia Müller
      Partner , Beiten Brukhardt
      Catherine Ford
      Catherine Ford
      Editor-at-Large , Mergermarket
    • 11:35

      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?
      • Dual track processes and challenges faced - how to prepare effectively and what expectations should investors have in the current volatile market?
      • Trade sale versus IPO – Which is the preferred route for exits?
    • 12:05

      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, Mittlestand 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.
      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

      Digitalisation Presentation: 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
    • 14:10

      Panel: Effective strategies for deal execution/due diligence

      • What emerging themes are appearing out of longer due diligence processes?
      • How can buyers seek to understand, price and mitigate less familiar risks?
      • Techniques for sell-side and buy-side due diligence processes to maximise value
      • Considerations for deal processes
    • 14:45

      Panel: Deal financing outlook for 2017

      • The panel will explain and give practical examples on how managers are sourcing deals and deploying capital as well as the challenges faced by lenders and borrows in the mid-market currently.
      • The panel will also discuss the recent strategy of banishing debt burdens due to market volatility in order to keep their portfolio strong – what Economic issues are most frightening?
    • 15:20

      Afternoon Break and Networking Opportunity

    • 15:50

      Case study: Corporate Leader – Success story and growth strategies

      • Old Champions and new challengers discuss strategies in sourcing and winning deals that have the most potential in creating value
    • 16:10

      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.
      Amedeo Goria
      Amedeo Goria
      Reporter , unquote”
    • 16:45

      Chair’s closing remarks followed by networking drinks