Agenda

  • 8:00 - 9:00

    Welcome - Registration & Coffee

  • 9:00 - 10:00

    Keynote

    To be announced

  • 10:00 - 10:45

    Keynote

    Kurt Björklund
    Permira

    Bjorklund.jpg

    Co-Managing Partner - Permira

    Kurt became Co-Managing Partner of Permira in 2008. He serves on the Board and is a member of the Investment Committee. Kurt joined the London office in 1996 and became a Partner in 2001. Between 2003 and 2008 he was responsible for the Nordic office. Kurt has been involved in a number of transactions including AU System, Inmarsat and TDC.


    Kurt has a degree in Economics from SSEBA, Finland, and an MBA from INSEAD, France. He has also completed graduate studies at the Rensselaer Polytechnic Institute in New York, USA.

  • 10:45 - 11:05

    Coffee Break

  • 11:05 - 12:05

    Keynote

    Guy Hands
    Terra Firma Capital Partners

    rsz_2tf-8625.jpg

    Chairman and Chief Investment Officer - Terra Firma

    Guy is Terra Firma’s Chairman and Founder. He is the Chief Investment Officer and sits on the boards of the General Partners and heads Terra Firma’s Management Committee.

    Guy started his career with Goldman Sachs International where he went on to become Head of Eurobond Trading and then Head of Goldman Sachs’ Global Asset Structuring Group. During this time, Guy was a pioneer of the global securitisation markets, extending the practice beyond simple debt instruments to include assets such as shopping malls, mobile home parks and distressed loans.

    Guy left Goldman Sachs in 1994 for Nomura International plc, where he established the Principal Finance Group (PFG). In 2002 he led the spin-out of PFG to form Terra Firma. Over the last 20 years, Guy has overseen the investment of more than €16 billion in 33 businesses with a total enterprise value of more than €47 billion.

    Guy has an MA in Politics, Philosophy and Economics from Mansfield College, Oxford University. He was elected a Global Leader of Tomorrow by the World Economic Forum in 2000 in recognition of his achievements. In 2012 Guy was named the 20th most influential figure in Private Equity International’s ‘100 Most Influential of the Decade.’

    Guy is also the President of ‘Access for Excellence’, a campaign based at Mansfield College, Oxford which promotes the broadest possible access to higher education in the UK. He is a Bancroft Fellow of Mansfield College, Oxford and a member of the University of Oxford Chancellor’s Court of Benefactors. Additionally, Guy is a Fellow of the Duke of Edinburgh’s Award Scheme.

    Guy is married with four children. His interests include photography, gardens and his family.

  • 12:05 - 13:15

    Lunch

  • 13:15 - 14:15

    Workshop

    To be announced

    Workshop

    To be announced

    Workshop

    To be announced

  • 14:15 - 15:10

    Hedge Fund Seeding

    Erik Serrano Berntsen
    EAS

    ESB Headshot (without body)].jpg

    Erik Serrano Berntsen CEO of EAS. Prior to EAS, he was a Consultant with Bain & Co. in London, where he consulted on private equity deal studies and investment opportunity sizing deals, as well as a broad spectrum of corporate engagements across sectors such as asset management, insurance, and supermajors. During his time at Bain he was also an advisor to the Prince’s Trust, including advising on the UK-wide Volunteer Strategy initiative. Erik holds a Master of Arts in Politics, Philosophy and Economics from Keble College, University of Oxford, and a Masters of Business Administration with honours and a Concentration in Finance from the University of Chicago Booth School of Business.

    EAS is a hedge fund seeding firm that backs top trading talent globally to build institutional quality asset management firms.

    Workshop

    To be announced

    Workshop

    To be announced

  • 15:10 - 15:30

    Coffee Break

  • 15:30 - 16:30

    Keynote

    Emmanuel Roman
    Man Group

     

    rsz__b2m8376bw.jpg

    CEO - Man Group

    Emmanuel Roman, CEO of Man Group plc (‘Man’) since February 2013, received an M.B.A. in Finance and Econometrics from the University of Chicago in 1987 and a bachelor’s degree from the University of Paris in 1985.

    He joined Goldman Sachs in 1987 where he worked in a variety of areas including fixed income, investment banking and capital markets, becoming co-head of Worldwide Equity Derivatives in 1996. In 1998 he was elected to partnership. In 2001 he was appointed co-head of Worldwide Global Securities Services and in 2003 he also became co-head of the European Equities Division.

    In September 2005, after 18 years at Goldman Sachs, Emmanuel (known as Manny) joined GLG Partners LP as co-CEO where he was responsible primarily for building the business in terms of sales, infrastructure and support. In October 2010, on completion of the acquisition of GLG by Man Group plc, Manny became COO of Man, a group-wide role with primary responsibility for integrating the GLG acquisition.

    He joined the Board of Man in May 2011 and was appointed President & COO in July 2012 and CEO with effect from 28 February 2013.

  • 16:30 - 17:30

    Keynote

    Stuart Roden
    Lansdowne Partners
  • 8:00 - 9:00

    Coffee Break

  • 9:00 - 9:45

    Keynote

    Cressida Hogg
    CPPIB

    cressida.jpg 

    Managing Director & Head of Infrastructure at CPPIB

    Cressida is responsible for overseeing CPPIB’s significant global infrastructure program.  Prior to joining CPPIB in 2014, Cressida was the Managing Partner of 3i’s infrastructure business, leading deals in a variety of sectors.    

    Cressida holds a B.A. in Politics, Philosophy and Economics from St. John’s College Oxford and an MBA from the London Business School.

  • 9:45 - 10:30

    Panel Discussion

    With representatives from CPPIB

  • 10:30 - 10:45

    Coffee Break

    Sponsored by CPPIB

  • 10:45 - 11:30

    Keynote

    Tim Wong
    AHL

    wong.jpg

    Executive Chairman - AHL

    Tim Wong is the Executive Chairman of Man AHL (‘AHL’), which was formed through the merger of Man’s two quantitative investing businesses in February 2013. Tim is also a member of the Man Executive Committee. Prior to this he was the CEO of AHL for 10 years. He joined AHL in 1991 as a research analyst, and later assumed overall responsibility for the day-to-day running of the research and investment management operations.

    Tim graduated from the University of Oxford in 1991 with a first class honours degree in Engineering Science. He subsequently gained an MSc in Statistics and Operational Research from London University. He is an associate of the UK Society of Investment Professionals..

     

     

  • 11:30 - 12:30

    Policy Divergence: A Brave New World

    Richard Howard
    Hayman Capital Management

    howard.jpeg

    Managing Director and Global Strategist - Hayman Capital Management

    Richard's responsibilities include the firm's macroeconomic and geopolitical research, as well as investment thesis generation for non-US interest rates, foreign exchange, equities, and sovereign credit. Prior to joining the firm in March 2007, Mr. Howard spent two years in Washington D.C. as a Strategic Consultant with Clark & Weinstock. During this time, he represented several clients across a range of industries throughout the U.S. and Asia-Pacific region. Previously, Mr. Howard was employed by Clayton Utz Attorneys, where he worked in the project finance, insurance litigation and construction practice groups. He is also accredited in Sovereign Credit Risk Analytics by Standard & Poor’s.

    Mr. Howard graduated from the University of New South Wales in December 2003, with a Bachelor of Laws and Bachelor of Commerce in International Business.

  • 12:30 - 13:15

    Lunch

  • 13:15 - 14:15

    Venture Capital Workshop

    To be announced

    Workshop

    Neil Mehta
    Greenoaks Capital

    Founder and Managing Partner - Greenoaks Capital

    Neil Mehta is the Founder and Managing Partner of Greenoaks Capital, a privately held global investment firm. Previously, Neil was a senior investment professional responsible for special situations investments in India, the Middle East, and Southeast Asia for Orient Property Group, a Hong Kong based firm financed by D.E. Shaw & Co. Neil also invested in private businesses at Kayne Anderson Capital Advisors, an alternative investment firm based in Los Angeles, California.

    Neil holds a BSc in Government from the London School of Economics.

    Workshop

    To be announced

  • 14:15 - 15:10

    Venture Capital Panel

    To be announced

    Workshop

    Keith Breslauer
    Patron Capital Partners

    Founder and Managing Director - Patron Capital Partners

    Mr. Breslauer founded Patron Capital in 1999 and is the Managing Partner of Patron Capital Advisers, the investment adviser to the Patron Capital Funds (including Patron Capital Captive Fund, Funds I – IV). Total capital under management represents approximately €2.5 billion from leading U.S. and European institutions, endowments, pension funds and family offices. The Patron Funds primarily focus on investments in companies and assets associated with property and property related activities.   

    Patron Capital’s investments include corporate investments ranging from private equity with supporting assets to direct property investments. Patron’s primary focus is in Europe, with investments having been made in 13 countries. Patron, with 70 people is based in London with offices in Barcelona, Milan and Luxembourg with asset management platforms in Dreieich (Frankfurt) Germany, Warsaw and Bucharest. Patron’s portfolios now include approximately 40 million square feet of different types of properties and investment in various companies, both public and private.

    Mr. Breslauer began his career at Lehman Brothers, where he worked for approximately ten years until 1997. At Lehman Brothers, Mr. Breslauer was involved in and led many transactions in the U.S. distressed markets in the 1980s and 1990s.  In 1993, while with Lehman Brothers, he moved to London and assisted in creating and leading the Principal Finance Group to invest in financial institution and property assets and companies, and served as the co‐head for the International Mortgage and Real Estate Department until 1997. In 1997, Mr. Breslauer left Lehman Brothers to create and manage an investment fund focusing on smaller European property and property‐related opportunities which was a bridge to the ultimate formation of Patron.   

    Mr. Breslauer is active in many charities with current and previous roles including acting as the Trustee for the Royal Marines Charitable Trust Fund, the Co‐Chairman of the European Supervisory Board of the Chicago Booth School of Business (University of Chicago), Director on the Advisory Committee Board for the Social Enterprise Initiative, Governor of North London Collegiate School, Senior Patron of the Royal Hasler Company, the Prince’s Teaching Institute and the Prince’s Regeneration Trust (Prince’s Trust) and Senior Patron to many other charities.  

    Mr. Breslauer is a Guest Lecturer at Harvard Business School, Chicago Booth (University of Chicago Business School), Said Business School (University of Oxford) and Imperial College Business School. 

    He holds a Master of Business Administration (MBA) degree from the University of Chicago and a Bachelor of Science (BSc) degree from the New York University School of Business.   

    Mr. Breslauer has resided in London for the past twenty‐two years with his wife and four children and is a citizen of the United States. Mr. Breslauer is an accomplished alpinist, mountaineer and skier.

    Workshop

    To be announced

  • 15:15 - 15:35

    Coffee Break

  • 15:35 - 16:30

    Economies and Markets 360: What’s Changed Since the Financial Crisis and Where are We Headed?

    Daniel Arbess and Gerard Baker
    Perella Weinberg Partners and The Wall Street Journal

     

      rsz_arbess-8153_a.jpg   

    Daniel J. Arbess

    Perella Weinberg Partners 

    Partner, CIO - Xerion Funds

    Mr. Arbess is a Partner at Perella Weinberg Partners (a financial services firm with approximately $11 billion of investor assets under management), where he manages the Xerion Funds. Xerion pursues an opportunistic, multi-asset class investment strategy, targeting transformative corporate events (such as financial restructuring and M&A), pivotal business trends, and changes in government policy affecting the macro environment. 

    Mr. Arbess has been professionally involved in global themes and event-driven opportunities since beginning his professional career at White & Case in 1987.  As the youngest partner in that law firm's history, and eventually Head of its Global Privatization Group, he advised European and other emerging market governments on economic transition, industrial reorganization and privatization.  Mr. Arbess became an investment principal in 1995.  He launched Xerion Capital Partners with the backing of Paloma Partners in 2003, merging it into Perella Weinberg Partners in 2007.

    Mr. Arbess received a Bachelor of Laws from Osgoode Hall Law School in Toronto, and a Master of Laws from the Harvard Law School.  He is a member of the Council on Foreign Relations, the Atlantic Council and a frequent writer and media commentator on investing and global markets.

     rsz_1rsz_1rsz_1rsz_1rsz_gerard_baker.jpg

    Gerard Baker

    Editor-in-chief of the Wall Street Journal and Dow Jones

    Gerard Baker is Editorin Chief of Dow Jones and The Wall Street Journal. He served as Deputy Editor in Chief between 2009 and 2013. Previously, he was U.S. editor and an assistant editor of the Times of London. In 1994, he joined the Financial Times as Tokyo correspondent, moving on to head the paper's Washington bureau and serving as the FT's chief U.S. commentator. He also covered economics for the BBC and worked as an economist at the Bank of England and Lloyds. Mr. Baker holds a degree in philosophy, politics and economics from Corpus Christi College, Oxford University. 

  • 16:30 - 17:30

    Keynote

    Christian Lucas and Joe Osnoss
    Silver Lake

    Joe Osnoss, Managing Director (New York)

    Joe  joined Silver Lake in 2002 and is a Managing Director. From 2010 to 2014, before returning to the U.S., he was based in the firm’s London office, where he helped oversee the firm’s activities in Europe, the Middle East, and Africa. He is a director of Global Blue, Interactive Data Corporation, Sabre Corporation, and Virtu Financial, and previously served on the boards of Instinet Incorporated and Mercury Payment Systems. Prior to joining Silver Lake, Mr. Osnoss worked in investment banking at Goldman, Sachs & Co., where he focused on mergers and financings in the technology and telecommunications industries.

     

    Christian Lucas, Managing Director (London)

    Christian is a Managing Director of Silver Lake which he joined in 2010 to help oversee the firm’s activities in Europe, the Middle East, and Africa. Mr. Lucas worked for approximately 16 years as an investment banker focusing on the technology, digital media, and telecommunications industries in Europe. From 2004 to 2010, Mr. Lucas was a Managing Director and Head of the Technology group at Morgan Stanley’s investment bank. Mr. Lucas is currently a board member of Global Blue and Soitec and has been appointed as a French Foreign Trade Advisor in the UK.

  • 17:30 - 18:30

    Panel Discussion

    With representatives from Apollo Global Management, Blackstone, Silver Lake and Bain & Company