Private Equity in Emerging Markets 2013

15/10/2013

07:15 - 08:30	Limited Partners-Only Breakfast
08:00 - 08:50	Registration and Refreshments
08:50 - 09:00	Welcoming remarks from the co-chairs Silvia Pavoni, Economics Editor, The Banker – FT Group Robert van Zwieten, President & Chief Executive Officer, Emerging Markets Private Equity Association (EMPEA)
09:00 - 09:30	Keynote Address: A Look at the Global Financial Landscape A world of global imbalances Changing perceptions of risk What every investor wants: Emerging Markets Jerome Booth, Chief Executive, New Sparta and Former Head of Research, Ashmore Group
09:30 - 10:30	Panel Session: Global Investment Overview – A Macro Perspective Investors are operating in a uniquely challenging climate, and the global economic and political landscape has had a significant impact on investor strategies. How are dealmakers adapting to challenging local macro conditions that are impacting their ability to deliver a return? Which emerging markets are showing the greatest investment potential, and which are a cause for concern? Where is the new frontier? How is emerging market allocation changing as a result of global political and economic turbulence? In light of the 2014 growth forecasts, what are the anticipated pain points in the year ahead and how can they best be addressed? Moderator: Henny Sender, Chief Correspondent, International Finance, Financial Times Panellists: Jim Strang, Managing Director, Hamilton Lane Robert Petty, Managing Partner and Co-Founder, Clearwater Capital Partners Koon Chow, Head of Emerging Market Strategy, Barclays
10:30 - 11:00	Keynote Address: Economic & Investment Outlook for China James Kynge, Principal, China Confidential, FT Confidentials & Author China Shakes The World.
10:55 - 11:20	Networking Coffee Reception
11:20 - 12:20	Panel Session: Rolling up the Sleeves and Driving Operational Value Leading fund managers actively use many value creation levers to extract excellent returns. What are the keys to improving business operations (i.e efficiencies, operating procedures, governance and margins) and creating value? How do fund managers evaluate investee companies? What sound principals must be in place prior to investment, and where are the most common opportunities for value creation? What strategies and models exist for fund manager engagement in portfolio company operations, and what are the pros and cons of each approach? How are successful fund managers preparing for exits? What is the timeline for the exit process, and what are the strategic buyer and public listing prospects? Moderator: Geoffrey Burgess, Partner, Debevoise & Plimpton LLP Panellists: Jeffrey Bunder, Global Private Equity Leader, Ernst & Young Christian Rochat, Partner,Clayton, Dubilier& Rice Jeffrey Leonard, President and Chief Executive Officer, Global Environment Fund (GEF) Sanjay Nayar, Chief Executive Officer, KKR India Advisors Pvt. Ltd
12:20 - 12:45	Finance Minister Speech – Spotlight on the Philippines Some emerging markets have actively encouraged a culture of private equity collaboration. This session explores how the Philippines and private equity investors might enjoy a profitable relationship. Cesar Purisima, Finance Minister, Philippines This keynote address is followed by one-on-one interview with Silvia Pavoni, Economics Editor, The Banker
12:45 - 13:45	Networking Luncheon
13:45 - 14:10	Keynote Address Howard Marks, Oaktree Capital Management
14:10 - 15:40	Spotlight Series – A Deeper Dive
14:10 - 14:55	Spotlight Series: Impact Investing Why is impact a compelling investment thesis? What is the current state of the impact investment market, and how are impact funds competing in the broader EM PE landscape? How are impact players creating innovative models and planning for the future of the asset class? What are the challenges to growth in the impact space, and what is the 3-5 year outlook? Moderator: Patricia Dinneen, Managing Director, Siguler Guff & Company Panellists: Eytan M. Stibbe, Founding Partner, Vital Capital Jim Roth, Co-founder and Partner, LeapFrog Investments Brinda Ganguly, Associate Director, The Rockefeller Foundation
14:55 - 15:40	Regional Spotlight: Southeast Asia Southeast Asia’s diverse economies are an attractive option for global private equity firms eying investment opportunities in both frontier and more developed emerging markets. Interest in the region has continued to rise since the financial crisis, but deal making and exits remain challenging. How do public market valuations compare with those in private markets? How can fund managers drive returns when investing in “frothy” markets? Can savvy investors exploit capital market inefficiencies in the region? What effect will a China slowdown have on the region? Should investors be worried about a fall in demand for the region’s commodities? How do you develop a profitable exit strategy in Southeast Asia? Moderator: Teresa Barger, Co-Founder and Senior Managing Director, Cartica Capital Panellists: Melissa Ma, Co-Founder and Managing Partner, Asia Alternatives Liz Chong, Head of Research, ASEAN Confidential
15:40 - 16:05	Networking Coffee Break
16:05 - 16:30	Fireside Chat – Interdependence of Business and Geopolitical Stability Interviewee: Gen. Wesley Clark, Strategic Advisor, Vital Capital Interviewer: Henny Sender, Chief Correspondent, International Finance, Financial Times
16:30 - 17:25	Panel Session – Diversifying LP Commitments A growing number of LPs are looking to diversify away from their regional and country commitments by expanding into new markets and sectors. What are the benefits of geographically diverse exposure? What do recent funding, investment and business trends reveal about LPs’ approach to diversification? Which regions or countries are becoming critical to LPs’ diversification models? What types of structured financial vehicles are being used to support LPs’ investment plans? Moderator: Robert van Zwieten, President & Chief Executive Officer, Emerging Markets Private Equity Association (EMPEA) Panellists: Alicia Gregory, Head of European and MENA Private Assets, MLC Private Equity Kent Kirkpatrick, Senior Principal, Private Investments, Alberta Teachers' Retirement Fund Kathleen Bacon, Managing Director, HarbourVestPartners, LLC Maninder Saluja, Co-Head, Emerging Markets Private Equity, Quilvest Group
17:25 - 17:30	Closing Remarks Silvia Pavoni, Economics Editor, The Banker – FT Group Robert van Zwieten, President & Chief Executive Officer, Emerging Markets Private Equity Association (EMPEA)
17:30 - 19:30	EMPEA Members-Only Reception, co-hosted by EMPEA, FT Live and Debevoise & Plimpton LLP

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