The PE Investor Relations Conference
Client relations IS one half of the business
9 December, London
9:00 Chairman's remarks
Ray Maxwell, CEO, Acrostic
9:10 Opening keynote address: Investor relations: changing priorities in a challenging environment
Erin Harrell
9:30 Panel Session: The art of fundraising in an uncertain market
- The importance of keeping in constant contact and the resources needed to do so
- Getting the message across: communicating the right differentiating factors for your fund
- Ensuring current LPs stay on board
- Leveraging past performance
Moderator:
Charles Lemon, Partner, Matrix
Panelists:
Rob Barr, Partner, Pantheon Ventures
Christian Dummett, Head of UK Business Develoment, LGT Capital Partners
Sébastien Lecaudey, Investor Relations Director, Antin Infrastructure Partners
Elizabeth O'Reilly, Director, KKR
10:10 Coffee break
10:40 Keynote address: Setting the record straight: The consensus on seemingly contradictory studies
Hans van Swaay, Partner, Lyrique
11:00 Panel session: Future fund commitments
- What types of institutions have the long-term liquidity to commit to funds?
- Diversifying your investor base: alternative LPs to target
- Are multi-product businesses the way forward?
- LP expectations for the future: what returns are realistic?
Moderator:
John Campbell, Senior Partner, Campbell Lutyens
Panelists:
Richard Green, Chairman, August Equity
Janusz Heath, Managing Director, Capital Dynamics
Simon Lund, Head of Sales and Marketing EMEA, HarbourVest
Oksana Tiedt, Investments, Swift Capital Partners
11:40 Panel session: Structural changes in LP expectations
- The evolution of advisory boards: how active should LPs be?
- Managed accounts: separate but equal?
- Fund extensions
- Shorter life funds
Moderator:
Claus Stenbaek, Managing Director, Keyhaven Capital Partners
Panlists:
Cécile Belaman, Director, Investor Relations, Bain Capital
Stephen Cavell, Senior Partner, Graphite Capital
Dan Kjerulf, Partner, Legal Counsel, Danske Private Equity
12:20 Lunch
13:50 Panel session: The AGM redefined
- New investor expectations of the annual general meeting
- Structuring presented data for different preferences
- Reassuring investors: using anecdotal evidence and portfolio company representation
- Contemplating the benefits of outside help in organization
Moderator:
Janet Brooks, Managing Director, Monument Group
Panelists:
Nadia Preston, Investor Relations Director, Apax Partners
Johanna Reineke, Assistant Director, Advent International
Buchan Scott, Partner, Duke Street
Richard Waddington, Chief Executive Officer, First Protocol
14:35 Panel session: The implications of changing fund terms
- What changing fund terms imply about LP priorities
- Fees under pressure
- Ensuring the sustainability of the firm
- The effects of the ILPA guidelines
Moderator:
Bridget Barker, Partner, Macfarlanes
Panelists:
Stephan Breban, Director, Private Equity, Russell Investments
Christopher Cooke, Managing Director, Greenhill
Nils Johannessen, Partner, General Counsel, ATP Private Equity Partners
Philippe Roesch, Fund of Funds Manager
15:15 Coffee break
15:45 Keynote presentation: LP appetite and its implications for fundraising, 2011
Helen Kenyon, Manager - LP Data, Preqin
16:05 Panel session: Communicating the state of the industry
- Passing the parcel: when it makes sense
- The return to the dominance of the primary deal: what conditions are needed?
- How are different PE sectors faring?
Moderator:
Jacques Callaghan, Deputy Head (UK & International), Hawkpoint
Panelists:
Jeremy Lytle, Investor Relations Director, ECI Partners
Carolyn Pearce, Director, Investor Relations, Infracapital
Buchan Scott, Partner, Duke Street
16:45 Closing panel session: Limited partners on investor relations teams
- Is there a need for more senior IR teams?
- Benchmarking GP communication
- The difference that a well staffed IR function can make
Moderator:
Grant Roberts, Co-Head of Private Equity Advisory, Richmond Park Partners
Panelists:
Tatiana Chopova, Principal, AlpInvest Partners
Charles Magnay, Partner, Altius Associates
Robert Mason, Head, PE Investments, Lord North Street
Oksana Tiedt, Investments, Swift Capital Partners
17:20 Drinks reception
18:30 End of conference
*This agenda is provisional and may change at the discretion of the organizers
