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The Summit agenda
17 October, 2017
09:40 - 09:45Welcome address
Alice Murray, editor, The Drawdown
10:50 - 11:05Keynote
Klas Tikkanen, CFO, Nordic Capital
09:45 - 10:50PANEL: The rise of CFOs and COOs
Emma Anderson, CFO, Capital Dynamics
Andy Dunkley, group COO, Sun European Partners
Anne Sheedy, CFO, Vision Capital
Moderator: Andrew Stewart, executive vice president, Citco

Talking points:
- As private equity firms start outlining succession plans, the spotlight is increasingly turning to CFOs and COOs as tomorrow's leaders
- What makes CFOs and COOs the best candidates for taking over the reins? 
- How can CFOs and COOs position themselves to be selected as future leaders?
- Strategies for transition of responsibilities

11:05 - 11:40PANEL: Caught in the crossfire: Fund financing
Gavin Rees, managing director, Silicon Valley Bank | Global Funds Banking [UK]
Slade Spalding, fund finance, Investec
Klas Tikkanen, CFO, Nordic Capital

Talking points:
- Subscription line financing has been a major theme over the past year, gaining plenty of LP and media attention, but PE firms are finding themselves caught between some LPs wanting this financing and other not
- Assessing the impact of fund financing
- Implications for performance metrics

11:40 - 12:00COFFEE BREAK
12:00 - 12:35PANEL: Be prepared!
Martin Golding, head of operational risk, Pantheon
Tom Lack, COO, Pemberton
Moderator: George Ralph, managing director, RFA

Talking points:
- Developing Business Continuity Plans for any eventuality
- How to determine priorities
- Ensuring alignment with service providers
12:35 - 13:10PANEL: Outsourcing - letting go
Katja Baur, director finance and operations, Evoco
Sarah Gledhill, head of risk, technology and operations, InfraRed Capital Partners
Andrew Honnor, managing partner, Greenbrook Communications
Moderator: Andrew Rubio, CEO, Throgmorton UK

Talking points:
- Integrating legacy systems into new provider systems
- Ensuring water tight service agreements are put in place
- Does using an outsourced provider really mean losing control?
13:10 - 14:15NETWORKING LUNCH
14:10 - 14:35PANEL: Cyber Security
Peter Erceg, senior VP, global cyber & technology, Lockton

Talking points:
- Is your firm doing enough to protect itself from cyber attacks?
- What are the most common attacks faced by private equity and what can be done to prevent them?
- Implications of new GDPR rules
14:35 - 15:30THE SHOWDOWN: Choosing the optimal fund domicile in the wake of Brexit
Mike Byrne, partner & chair of Jersey Funds Association, PwC
David Crosland, partner, Carey Olsen
Philippe Lanciers, director, Grant Thornton
Tjarda Molenaar, managing director, Dutch Private Equity & Venture Capital
Moderator: Justin Partington, group fund solutions leader, SGG

In the wake of Brexit, private equity fund managers are being forced to review their fund domiciles. However, given the uncertainty of the UK’s status following its departure from Europe, coupled with seemingly endless biased pitches from individual jurisdictions seeking to win private equity business, for the first time in an entirely unique event, representatives from key jurisdictions (Jersey, Guernsey, Luxembourg, Dublin and the Netherlands) will be pitted against each other to make their case for domiciling in each location.
A unique opportunity for CFOs, COOs and service providers alike to truly get to grips with the advantages and disadvantages of each jurisdiction in order to find the most effective strategy going forward; to ensure stability for the fund and its investors against a backdrop of increasing uncertainty.

15:30 - 17:30STREAM SESSIONS
STREAM SESSIONS :


These sessions will be made up of smaller groups and will take place simultaneously. Delegates will have to choose between Session A or B.
A: Dealing with FX risk in current environment
Billy Moss, fund & institutional FX [EMEA], Alpha FX
B: Ensure a clean exit: how W&I is changing transactions
George Apperly, AVP, Lockton
Henry Keville, senior VP & head of asset management , Lockton
16:30 - 17:45COUNTRY PURSUITS
A relaxed afternoon of networking and outdoor events which will include clay pigeon shooting and archery.
19:30DINNER & ENTERTAINMENT
Andrew Bernardi, violinist

18 October, 2017
09:30 - 10:15FIRESIDE CHAT: one-to-one interview with Dörte Höppner
Dörte Höppner, COO | Riverside Europe Fund, The Riverside Company

Exclusive interview with Riverside COO Dörte Höppner about how the increasing prominence of private equity COOs and IR heads highlights the improving image and institutionalisation of the industry.
10:15 - 11:00STREAM SESSIONS
11:00 - 11:20COFFEE BREAK
11:20 - 12:00PANEL: Human Capital
Mush Ali, founder, One Ten Associates
Jeff Green, CEO, Balanced Boards & GCPF
Alice Murray, editor, The Drawdown
Talking points: - Securing the right talent in a challenging environment - Is private equity’s reputational issues making recruitment more difficult? When to promote from within or hire externally
12:00 - 12:30PANEL: ESG
Steve Darrington, partner & CFO, Phoenix Equity Partners
Lincoln Jopp, COO, Disruptive Capital Finance
Maggie Loo, partner, investor relations and business development, Bridges Fund Management

Talking points:
- Who is ultimately responsible
- Moving beyond box-ticking and implementing a culture of ESG
12:30 - 12:35Closing remarks
12:35 - 14:00FAREWELL LUNCH