The PE Investor Relations Conference
Meeting the challenges of an expanding function
10 December, London
8:50 Chairman's remarks
John Campbell, Senior Partner, Campbell Lutyens
9:00 Opening keynote address: The new realities of the LP—GP relationship
Janusz Heath, Managing Director, Capital Dynamics
9:25 Panel Session: Adapting the function to the new landscape
- Ways of increasing the scope of investor relations to add more value to the organization
- Engaging investors and successfully managing their expectations
- Appropriate levels of knowledge on portfolio companies
- Gaining the new skills for the new challenges
Moderator:
Grant Roberts, Partner, Richmond Park Partners
Panelists:
Richard Green, Chairman, August Equity
Buchan Scott, Partner, Investor Relations, Duke Street
Guy Semmens, Partner, Argos-Soditic
10:15 Coffee break
10:45 Panel session: Fundraising in the new environment
- The key messages to limited partners
- The types of investors best placed to invest in new funds
- Fundraising in different regions
- The benefits of pre-marketing
Moderator:
Janet Brooks, Managing Director, Monument Group
Panelists:
Alastair Breward, Chief Operating Officer, Amadeus Capital Partners
Erin Sarret, Vice President, Morgan Stanley Investment Management
Hannah Tobin, Vice President, HarbourVest Partners
11:35 Panel session: Managing your investor base
- The market for secondaries: what are the driving factors?
- Gauging the intentions of existing LPs
- Proactively facilitating transactions
- Finding the right buyers: bringing on board preferred investors
Moderator:
Brenlen Jinkens, Managing Director, Cogent Partners
Panelists:
Stephen Cavell, Senior Partner, Graphite Capital
Annabelle de Saint-Quentin, Chief Financial Officer, Tempo Capital Partners
Grant Roberts, Partner, Richmond Park Partners
12:20 Lunch
13:50 Panel session: Looking to the future
- What the past has shown about cycles
- How and when will the industry rebound?
- What changes are here to stay?
- Expected future fund terms
Moderator:
Ian Simpson, Partner, Amala Partners
Panelists:
Andrew Brown, Investment Consultant, Manager Research, Watson Wyatt
Julian Knott, Partner, Cognetas
Guy Semmens, Partner, Argos-Soditic
Annette Wilson, Investor Relations Director, Palamon Capital Partners
14:40 Data analysis: Latest trends in fundraising - Evidence from the trenches
- How have LPs’ strategies changed? Which LPs are still investing?
- Activity in the fundraising market: what sorts of funds are getting raised in 2009?
- The ‘New Normal’ for fundraisers: competition, risk aversion, LP churn, time required
Mark O'Hare, Founder and Managing Director, Preqin
15:05 Coffee break
15:35 Interactive workshop session: The role of the web in private equity communications
- Online IR lessons from the world of public equity
- Walker Guidelines – obligations or opportunities?
- Using the web to improve communications with LPs
- Portfolio companies and IPOs – the transition from private to public equity
Facilitator:
Al Loehnis, Business Development Director, Investis
Participants:
Sarah Rajani, Head of Investor Relations, New Look
Steve Tibble, Communications Director, Cinven
16:10 Closing panel session: Limited partner expectations of investor relations teams
- Providing information: when, how often, in what form?
- Handling inconvenient surprises: levels of transparency expected
- Different concerns for different types of investors
- What will influence future commitments most?
Moderator:
Guy Paisner, Investor Relations, Doughty Hanson
Panelists:
Tatiana Chopova, Principal, AlpInvest Partners
Elvire Perrin, Partner, Head of Research, Altius Associates
Lynsey Register, Investment Manager, Hermes Private Equity
17:00 Cocktail reception
18:30 End of conference
*The above agenda is provisional and may change at the discretion of the organizers.
