Agenda

  • 08.45 - 09.00

    Organisers' Welcome

  • 09.00 - 09.40

    The Next Global Financial Crisis: Will Risk Management Work?

    Paul Singer
    Elliott Management

    Founder and CEO of hedge fund Elliott Management Corporation

    Paul E. Singer is the founder and president of Elliott Management Corporation, a New York–based trading firm.  Launched in 1977 with $1 million of capital, total assets under management for the Elliott funds have grown to approximately $27 billion today.  Elliott also has affiliated offices in London, Hong Kong and Tokyo.

    Mr. Singer is on the boards of Harvard Medical School and of Commentary Magazine, and on the advisory board of the James Madison Program in American Ideals and Institutions at Princeton University.  He is also chairman of the Manhattan Institute for Policy Research.  Mr. Singer is co-founder of Start-Up Nation Central, an organization inspired by the book "Start-Up Nation: The Story of Israel's Economic Miracle".

    Founder and CEO

  • 09.40 - 10.15

    Alexander Friedman
    GAM

    Alexander S. Friedman is the Group Chief Executive Officer of GAM Holding AG. Prior to joining GAM in September 2014, Mr Friedman served as the global chief investment officer of UBS Wealth Management and Wealth Management Americas, as chairman of the UBS global investment committee and as a group managing director. Before that, he was the chief financial officer of the Bill & Melinda Gates Foundation. Mr. Friedman was a senior advisor to Lazard, a member of the supervisory board of private equity firm Actis, and managed Asymmetry, a private investment firm. In addition, he was a White House Fellow in the Clinton administration and an assistant to the US Secretary of Defense. He is a board member of several non-profit organisations and a member of the Council on Foreign Relations. Mr Friedman holds a Juris Doctor from Columbia University School of Law, an MBA from Columbia University Business School and a BA from Princeton University. He is a regular contributor to financial media, including the Financial Times, Bloomberg, and CNBC.

    Group Chief Executive Officer

  • 10.15 - 10.55

    Guy Hands
    Terra Firma Capital Partners

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    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.

    Founder and Chairman

  • 10.55 - 11.25

    Break

  • 11.25 - 12.05

    Impact Investment Panel: Can You do Well by Doing Good?

    Michele Giddens and Nick O’Donohoe

    Michele Giddens

    Founder and Partner, Bridges Ventures

    Michele Giddens has over 15 years of international development and social finance experience. She was an Investment Officer with International Finance Corporation, the private sector financing arm of the World Bank Group in Eastern Europe in the early 1990’s, then spent 8 years with Shorebank Corporation, which was one of the leading community development banks in the USA.  There she ran small business lending programmes in Russia , Central and Eastern Europe, advised on microfinance in Bangladesh, the Middle East and Mongolia and did research in the US community development finance sector.

    Michele is a founder and Partner of Bridges Ventures and focuses on strategy, investor relations, public relations and social impact assessment. She is based in London. Michele has a BA Honours in politics, philosophy & economics from Oxford University and an MBA from Georgetown University, Washington, DC.  She is a Trustee of the Young Foundation and was an adviser to the Social Investment Task Force and Chair of the Community Development Finance Association (cdfa) 2003-2005.

     

    Nick O’Donohoe

    Former Chief Executive Officer, Big Society Capital

    As Chief Executive, Nick helped to establish and launch Big Society Capital. Prior to taking this role he was at JP Morgan, latterly as Global Head of Research. He was a member of the Management Committee of the Investment Bank and the Executive Committee of JP Morgan Chase, as well as the senior sponsor for JP Morgan’s Social Finance Unit. Nick co-authored “Impact Investments: An Emerging Asset Class”, published by JP Morgan and the Rockefeller Foundation in November 2010. Before JP Morgan he worked at Goldman Sachs. He is a board member of the Global Impact Investing Network (GIIN), Chairman of the WEF Social Innovation Council, Chairman of the G8 UK Social Investment Advisory Group and a member of the Investment Committee of the Women’s World Banking Microfinance Fund (ISIS).

    He has an MBA from the Wharton School and a BA in Mathematical Economics and Statistics from Trinity College, Dublin.

    The Use of Historic Market Data for Investment and the Possible Unintended Consequences of Recent Regulation

    Adam Sorab
    CQS

    Adam is Head of Technical Research.  Prior to joining CQS in 2004, Adam was Director of Absolute Return Strategies at Deutsche Asset Management in London; responsible for Europe & Middle East. Adam joined DeAM from Credit Suisse First Boston, where he was a founding member and Director of the firm’s hedge fund operation, the Leveraged Funds Group. Before this, he worked at Schroders in London as a currency and interest rates derivatives trader.

    Adam holds a BSc (Hons) in Analytical and Descriptive Economics from the London School of Economics. He was President of the International Federation of Technical Analysts (IFTA) from 2009 to 2012 and is a Fellow and former Chairman of the UK‟s Society of Technical Analysts (STA). Adam is also an Independent Member of the Investment Committee of the BUPA‟s Pension Fund.

    Breaking into the buyside

    Coaching Assembly

     

    Irina Zilbergleyt

     

    Associate Director of Career Management Center, IE Business School

    Irina has over 11 years of experience in private equity and investment banking. Prior to joining IE Business School, Irina was a Vice President at Ares Management and Senior Associate at Allied Capital, where she evaluated, structured and executed investments in real estate, private equity and fixed income asset classes. Previously, she was a Corporate Finance Analyst at Merrill Lynch where she participated in the execution of mergers and acquisitions as well as in transactions in the debt and equity capital markets. Irina holds an undergraduate degree in Finance (summa cum laude) from the University of Illinois at Urbana Champaign.


    Camille Le Baut

     

    Camille started his career at J.P. Morgan in mergers & acquisitions in the Paris office, before joining the leveraged finance team based in London. Since 2013, Camille works in the research team of the secondary loan trading desk of J.P. Morgan, focusing on distressed debt as well as special situations investment analysis, in which capacity he interacts every day with hedge fund clients.

    Camille holds a Masters from HEC Paris (finance major) as well as a Masters in business law from La Sorbonne.

  • 12.10 - 12.50

    100 Women in Hedge Funds Panel

    Rachel Lord, Lisa Fridman, Effie Datson, Simona Paravani-Mellinghoff

    The 100 Women in Hedge Funds Panel consists of four industry leading buy-side professionals, namely:

    Rachel Lord, Managing Director and Head of EMEA iSharess, BlackRock

    Lisa Fridman, CFA, CQF, Managing Director, PAAMCO

    Effie Datson, Senior Managing Director, Global Head of AIS Product Management, State Street

    Simona Paravani-Mellinghoff, Head of Fiduciary Business, BlackRock

    Recent Developments in PE—Structures and Exits

    Douglas Getter, Jonathan Angell
    Dechert LLP

    Douglas L. Getter, head of Dechert’s U.S. corporate practice in Europe and corporate team in London, has extensive experience in U.S. and cross-border M&A transactions, private placements, public offerings and joint ventures, representing purchasers, sellers, issuers, financial advisors, joint venture partners, underwriters, placement agents and depositaries and works regularly with major corporates, private equity houses and hedge and alternative asset funds.

    Mr. Getter is mentioned in Chambers UK 2014 for corporate/M&A and in The Legal 500 UK 2014 for M&A: mid-market, private equity transactions and finance: emerging markets. Chambers Global 2013 also recognised his work with cross-border transactions, corporate fundraisings and US securities matters and he is highlighted as "a cross-border specialist with vast experience in US transactions". He is mentioned for M&A and emerging markets in The Legal 500 UK 2013. The Legal 500 UK 2012 describes Mr. Getter as “a dedicated leader and, more importantly, an experienced professional with unquestionable commitment to ethical values and service”. In 2011, the directory described him as “extremely well-regarded” and in 2010 recognized his team as “excellent” and “highly efficient with a practical solutions-based approach”.

     

     

    Jonathan Angell is a partner in the corporate practice in London, advising on the full range of cross-border and domestic M&A and joint venture transactions.

    He has particular experience in the private equity sector, regularly advising leading UK, European and US private equity firms in connection with leveraged buyouts, P2Ps, secondary buyouts and growth/venture capital investments. He also has fund formation experience, representing limited partners in connection with private equity investments.


    He is ranked in Chambers UK, 2016 for Corporate/M&A: Mid-Market, where he is described as "excellent” and as having a "broad range of industry experience," with "notable expertise in energy and financial services". He is "rated very highly" in Chambers UK, 2015, "with sources noting his pragmatism and engagement on projects." Mr. Angell is also recommended in The Legal 500 UK, 2014 for private equity transactions and for M&A, where he is recommended for his ability to "remain calm despite huge transaction pressures." He is highlighted in the 2013 edition of The Legal 500 UK for providing "legal advice that is anchored in commerciality" and is also noted for private equity, where his team attracts praise for its "multi-jurisdictional strength on company law issues." In 2012, he was highlighted for his “breadth of experience, intelligence and commerciality” and he was described in 2011 as “top class” and as displaying “a really good commercial understanding.”

     

    Venture 101: How to Make Money in Venture

    Hussein Kanji
    Hoxton Ventures

    Hussein is a founding partner of Hoxton Ventures, a London-based early stage European venture capital firm. He currently represents Hoxton on the boards of bd4travel, Darktrace and TourRadar.

    Hussein is an angel investor in Bea's of Bloomsbury, GoCardless, Halo Neuroscience, Popxo, Shoto, Signpost and Yieldify. He is also an advisor to Tarmin and Wamli, and was an advisor to Eros International (NYSE:EROS). He occasionally assists the UK government with technology policy. He regularly appears on BBC, Bloomberg, CNN and Sky News.

    Formerly, Hussein was an associate at Accel Partners, where he focused on consumer internet, financial technology and software investments. He helped invest in OpenGamma, Playfish (acquired by EA) and Dapper (acquired by Yahoo). Hussein joined Accel from Microsoft Corporation where he was a platform planner, product manager and senior manager. He also helped put together Safe-View (acquired by L-3), and worked at Radiance Technologies (acquired by Comcast) and Studio Verso (acquired by KPMG).

    Hussein holds an MBA from London Business School, and did his undergraduate studies in Symbolic Systems at Stanford University.

  • 12.50 - 14.15

    Lunch

  • 14.15 - 14.55

    Creating a Market Leading Business

    Alan Giddins
    3i Group

    Alan Giddins
    Managing Partner, co-head Private Equity
    Private Equity / UK

    Alan joined 3i in 2005 and is Managing Partner, co-Head of Private Equity and a member of 3i's Executive Committee and Investment Committee, having previously been Global Sector Head for Business Services. Prior to joining 3i he spent 13 years in investment banking, latterly as Managing Director at Societe Generale, where he was Global Head of Transport & Business Services, advising a range of quoted and private equity owned businesses. Alan started his career as a chartered accountant at KPMG.

    Since joining 3i Alan has worked on the buyouts of a number of businesses both in the UK and internationally. He currently sits on the boards of Mayborn, JMJ Associates, Element Materials Technology (formerly SMT) and Foster + Partners.

    Managing Partner and Co-Head of Private Equity

  • 14.55 - 15.35

    Talent Management, and Men vs. Machines in Investment Management

    Pierre Lagrange
    GLG Partners, Man Asia

    Co-Founder

  • 15.35 - 15.50

    Break

  • 15.50 - 16.30

    Is Private Equity a Career Still Worth Pursuing?

    David Rubenstein
    The Carlyle Group

    David M. Rubenstein

    David M. Rubenstein is a Co-Founder and Co-CEO of The Carlyle Group, one of the world’s largest private equity firms.  Mr. Rubenstein co-founded the firm in 1987.  Since then, Carlyle has grown into a firm managing more than $200 billion from 40 offices around the world. 

    Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke, where he was elected Phi Beta Kappa.  Following Duke, Mr. Rubenstein graduated in 1973 from The University of Chicago Law School, where he was an editor of the Law Review.

     From 1973-75, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison.  From 1975-76, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments.  From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy.  After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury, Winthrop, Shaw Pittman).

    Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts and of Duke University, a Regent of the Smithsonian Institution, Co-Chairman of the Brookings Institution, Vice-Chairman of the Council on Foreign Relations, a Trustee of the National Gallery of Art and President of the Economic Club of Washington.

    Mr. Rubenstein is on the Board of Directors or Trustees of the University of Chicago, the Lincoln Center for the Performing Arts, the Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Museum of American History of the Smithsonian Institution and the National Museum of Natural History of the Smithsonian Institution.

    Mr. Rubenstein is a member of the American Academy of Arts and Sciences, the Business Council (Vice-Chairman), Visiting Committee of the Kennedy School of Government at Harvard, the Harvard Business School Board of Dean’s Advisors, the Board of Trustees of the Young Global Leaders Foundation, Advisory Board of the School of Economics and Management Tsinghua University (Chairman), the Madison Council of the Library of Congress (Chairman), and the International Business Council of the World Economic Forum. 

    Mr. Rubenstein is actively involved in the philanthropic world. He was one of the original 40 signers of the Giving Pledge, was just awarded the Carnegie Medal of Philanthropy, and has previously been awarded the David Rockefeller Award for Philanthropy.

    Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the African-American History and Culture Museum. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the Constitution, the Bill of Rights, the Emancipation Proclamation, and the 13th Amendment.

    Mr. Rubenstein is married to Alice Rogoff Rubenstein, and they have three grown children.

    Co-Founder and Co-CEO

  • 16.30 - 17.10

    What the West is Missing About the Rest of the World's Economy and Security

    Anthony Scaramucci
    SkyBridge Capital

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    Anthony Scaramucci, Co-Managing Partner and Founder

    Anthony Scaramucci is co-managing partner and founder of SkyBridge Capital, a global alternative investment firm with approximately $13.4 billion in assets under management and advisory as of August 31, 2015. In addition to its range of investment products, the firm produces the SkyBridge Alternatives (“SALT”) Conference, the global investment management industry’s premier thought leadership forum.

    Mr. Scaramucci is the host of “Wall Street Week,” broadcast on local stations in key markets and streamed on www.wallstreetweek.com. He is a frequent commentator and speaker and the author of The Little Book of Hedge Funds: What You Need to Know About Hedge Funds but the Managers Won’t Tell You (Wiley: May 2012) and Goodbye Gordon Gekko: How to Find Your Fortune Without Losing Your Soul (Wiley: May 2010). He is a regular contributor to Fox Business Network and Fox News Channel.

    Prior to founding SkyBridge, Mr. Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001.  Upon Neuberger Berman’s sale to Lehman Brothers, he served as a managing director in its Investment Management Division.  Earlier, Mr. Scaramucci was a vice president in Private Wealth Management at Goldman Sachs & Co.

    Scaramucci holds a B.A. in Economics from Tufts University and a J.D. from Harvard Law School.  He is vice chair of the Kennedy Center Corporate Fund Board, a board member of The Brain Tumor Foundation, Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He is also a former member of the New York City Financial Services Advisory Committee (2007-2012). In 2011, Scaramucci received the Ernst & Young Entrepreneur Of The Year® New York Award in the Financial Services category.

     

    Founder and Co-Managing Partner

  • 17.10 - 17.30

    Break

  • 17.30 - 18.10

    Shaping the Future of Private Equity

    Arif Naqvi
    The Abraaj Group

    Arif Masood Naqvi

    Founder and Group Chief Executive - The Abraaj Group

    Arif Naqvi established The Abraaj Group in 2002 and has served as its Group Chief Executive since inception, building it into one of the leading private equity firms in the world. Abraaj is widely recognized as a pioneer of global growth markets private equity with over 20 country offices including 5 regional hubs in Dubai, Istanbul, Mexico City, Nairobi and Singapore. Mr. Naqvi has over three decades of experience of investing in public and private companies and has led the Group’s investment strategy, resulting in some of the most notable private equity transactions across global growth markets over the last decade.

    Mr. Naqvi is a Trustee of the Interpol Foundation and is on the Board of the United Nations Global Compact. He is also a Columbia Global Leadership Council member and is an Honorary Fellow of the Royal College of Art in London.

    Mr. Naqvi has been the recipient of numerous awards, including the Oslo Business for Peace Award, the highest form of recognition given to individual private sector leaders for fostering peace and stability through business, and the Sitara-i-Imtiaz, a prominent civilian honor awarded by the Government of Pakistan. In 2011, Private Equity International named him as one of the 50 most influential people in the global private equity industry.

    In 2008, Mr. Naqvi and his family established the Aman Foundation, the largest private social sector enterprise in Pakistan, which supports sustainable development in healthcare, nutrition and education.

    Mr. Naqvi is a graduate of the London School of Economics and Political Science.

    Founder and Group Chief Executive

  • 08.00 - 08.45

    Breakfast and Coffee

  • 08.45 - 09.15

    Why I Invest in People

    James Caan
    Hamilton Bradshaw

    James Caan CBE is one of the UK’s most successful entrepreneurs. He has founded, developed and successfully sold a number of recruitment businesses such as  Alexander Mann, Humana International and HCIG. He founded the private equity firm Hamilton Bradshaw in 2005 where he is currently CEO, investing in recruitment, professional services and real estate businesses. James was on the panel of the hit BBC show Dragons’ Den, presented the Business Class on CNBC and was previously Chairman of the Government’s Start Up Loans scheme, which provides funding and mentoring to budding entrepreneurs. James is a keen supporter of many charities and set up The James Caan Foundation in 2006 predominantly to help underprivileged children get access to education.

    Chairman

  • 09.15 - 10.00

    Keynote

    David Bonderman
    TPG Capital

    David Bonderman, Founding Partner, TPG

    David Bonderman is a founding partner of Texas Pacific Group (TPG). TPG generally makes significant investments in operating companies through acquisitions and restructurings across a broad range of industries globally.

    TPG and its affiliates have approximately $67 billion in assets under management. TPG’s portfolio companies have combined revenues of over US$100 billion, operate in more than 100 countries and employ approximately 600,000 people. TPG’s investments have included American Tire Distributors, Continental Airlines, Burger King, Par Pharma, Petco, Lenovo, Shriram Capital, China Grand Auto, J. Crew, and IMS Health.

    Prior to forming TPG in 1992, Mr. Bonderman was Chief Operating Officer of the Robert M. Bass Group, Inc. (RMBG), now doing business as Keystone Group, L.P. in Fort Worth, Texas. Prior to joining RMBG in 1983, Mr. Bonderman was a partner in the law firm of Arnold & Porter in Washington, D.C., where he specialized in corporate, securities, bankruptcy and antitrust litigation. From 1969 to 1970, Mr. Bonderman was a Fellow in Foreign and Comparative Law in conjunction with Harvard University and from 1968 to 1969, he was Special Assistant to the U.S. Attorney General in the Civil Rights Division. From 1967 to 1968, Mr. Bonderman was Assistant Professor at Tulane University School of Law in New Orleans.

    Mr. Bonderman graduated Magna Cum Laude from Harvard Law School in 1966. He was a member of the Harvard Law Review and a Sheldon Fellow. He is a 1963 graduate of the University of Washington in Seattle.

    Mr. Bonderman serves on a number of boards, including: Kite Pharma; Uber Technologies, Inc.; and Ryanair Holdings, plc, of which he is Chairman. In addition, he serves on the Boards of The Wilderness Society and the Grand Canyon Trust.

     

    Sir Victor Blank, Senior Advisor to TPG

    Sir Victor’s career encompasses being a Partner of solicitors Clifford-Turner (now Clifford Chance); Chairman of Charterhouse, the investment banking business; Chairman of Trinity Mirror (the UK’s largest newspaper quoted publishing group); Chairman of GUS plc which owned Experian, Burberry, Argos, Homebase and Lewis’ Stores of South Africa and Chairman of Lloyds Banking Group, which under his chairmanship became the largest UK retail banking group. Sir Victor Blank is a Senior Advisor in the UK to TPG Capital.

    Sir Victor was a member of the Financial Reporting Council, Chairman of the Industrial Development Advisory Board, the first external member of the Council of Oxford University and served as a British Business Ambassador from 2008-2012. Sir Victor was knighted in 1999.

    He is an advisor/trustee of a number of University institutions and other Foundations. He was recently appointed Chairman of the Social Mobility Foundation and he chairs three other charities, including Wellbeing of Women.


    Joined by Sir Victor Blank, Senior Advisor to TPG Capital

  • 10.00 - 10.35

    Evolution and Outlook of Private Equity

    Lionel Assant
    Blackstone

    Lionel Assant is Senior Managing Director and European Head of Private Equity for Blackstone, based in London. Since joining Blackstone in 2003, Mr Assant has been involved in various European investments and investment opportunities. Before joining Blackstone, Mr Assant worked for seven years at Goldman Sachs in the Mergers & Acquisitions, Asset Management and Private Equity divisions. Mr Assant graduated from the Ecole Polytechnique with a Master’s degree in Economics. He serves as a Director of Tangerine, Intertrust and Alliance Automotive Group. Mr Assant served on the boards of Gerresheimer, Mivisa and United Biscuits. He is also a Trustee of Impetus-PEF, a charitable foundation which provides resources to improve the lives of children and young people living in poverty.

    Senior Managing Director and European Head of Private Equity

  • 10.35 - 11.00

    Break

  • 11.00 - 11.40

    Anatomy of a Private Equity Deal

    Miray Topay
    Bain Capital

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    Miray Topay is a Vice President with Bain Capital, responsible for private equity investments since 2008. Bain Capital is one of the most active principal investment firms globally with over $70 billion of capital under management. Ms. Topay has been involved in a number of deals across North America, Asia and Europe and is currently based in London. Prior to joining the firm, she worked at Bain & Company, where she consulted clients in financial services, consumer goods and non-profit sectors.

    Ms. Topay received an MBA from Harvard Business School where she was a Ford Scholar, Baker Scholar, and the recipient of the Wolfe Award for academic achievement. Prior to that, Ms. Topay graduated Magna Cum Laude from Harvard College where she was elected to Phi Beta Kappa.

    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.

    Private Equity Capital Raising – A View From The Engine Room

    Jan-Cristoph Klein
    Park Hill Group

    Mr. Klein is a member of Park Hill’s private equity and real estate distribution team and is based in London. Prior to joining Park Hill Group in 2011, Mr. Klein was with Partners Group in Switzerland where he was serving as Head of Real Estate Investment Solutions and also as a non-voting member of the Global Real Estate Investment Committee. Prior to Partners Group, Mr. Klein worked for Credit Suisse in London where he was Vice President in the Private Funds Group and has held previous roles in Alternative Investments and Equity Capital Markets, Derivatives and Convertibles. Mr. Klein received a BSc (Honours) in Management from the London School of Economics and Political Science, has completed a certified bank trainee program and graduated as an officer of the reserve from the Mountain Rangers Military Academy in Mittenwald, Germany.

  • 11.45 - 12.20

    Seeding the Next Generation of Hedge Fund Managers

    Erik Serrano Berntsen
    Stable Asset Management

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    Erik Serrano Berntsen is CEO and Co-Founder of Stable Asset Management.
     
    Prior to Stable Asset Management, he was at 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.

    With offices in London, New York, and San Francisco, Stable seeds top performing managers across all asset classes.

    Venture Capital Panel

    Luciana Lixandru, Camilla Dolan, James Wise

    The Venture Capital Panelists include:

    Luciana Lixandru, Accel Partners

    Luciana Lixandru joined Accel in 2012 and focuses on consumer internet, software and marketplace businesses.  

    She helped lead Accel’s investments and ongoing work in Avito, Catawiki, Fever, Wallapop, Deliveroo and Algolia, and was previously an investor at Summit Partners.

    Luciana is from Romania and graduated from Georgetown University.

     

    Camilla Dolan, Investment Director, MMC Ventures

    Camilla joined the team in 2013. She is responsible for sourcing new deals and deal execution.

    Before joining MMC, Camilla was a consultant and case team leader at Bain & Co where she specialised in the financial services technology sector. Camilla has an MA in law from Merton College, Oxford University. Prior to university she set up and ran an equine business.

     

    James Wise, Principal, Balderton Capital

    James joined Balderton in 2013. Since then, he has lead Balderton's investments in a number of sectors and geographies, with a specific focus on healthtech, manufacturing, mobile productivity, developer tools and financial accessibility. He sits as a board member and observer for multiple portfolio companies.

    Prior to joining Balderton, James helped launch a charity, the Social Business Trust, one of the UK's first social venture funds, providing support and capital to a portfolio of start-ups with a special focus on the education, healthcare and financial sectors. Before this James worked with entrepreneurs and businesses in Europe, the Middle East and Africa, with Atomico Ventures, the Guardian Media Group and as a consultant with McKinsey & Company.

    As well as the professional experiences above, James has worked as an adviser to a number of start-ups and social enterprises, and in 2011 as a Specialist Adviser to Parliament.

    James has an MA in Politics, Philosophy and Economics from Oxford University and occasionally lectures for the University on aspects of responsible capitalism and the social impact of technology.

     

     

    CAIA Workshop

    Keith Black, Ph.D., CAIA, CFA
    CAIA Association

    Keith Black, Ph.D., CAIA, CFA

    Keith Black has over twenty years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities and managed futures. Prior experience includes commodities derivatives trading at First Chicago Capital Markets, stock options research and CBOE market-making for Hull Trading Company, and building quantitative stock selection models for mutual funds and hedge funds for Chicago Investment Analytics. Dr. Black previously served as an assistant professor and senior lecturer at the Illinois Institute of Technology's Stuart school, where he taught courses in both traditional and alternative investments.

    He contributes regularly to The CFA Digest, and has published in a number of journals, including The Journal of Trading, The Journal of Investing, The Journal of Alternative Investments, and The Journal of Derivatives and Hedge Funds. He is the author of the book "Managing a Hedge Fund," as well as a contributor to the second of edition of the CAIA Level I and Level II textbooks. Dr. Black was named to Institutional Investor magazine's list of "Rising Stars of Hedge Funds" in 2010.

    Dr. Black earned a BA from Whittier College, an MBA from Carnegie Mellon University, and a PhD from the Illinois Institute of Technology. He has earned the Chartered Financial Analyst (CFA) designation and was a member of the inaugural class of the Chartered Alternative Investment Analyst (CAIA) candidates.

  • 12.20 - 13.40

    Lunch

  • 13.40 - 14.20

    Keynote

    Douglas Haynes
    Point72 Asset Management

    Douglas D. Haynes
    President


    Doug Haynes is the President of Point72 Asset Management, L.P., originally joining the Firm as Managing Director of Human Capital in February 2014. Prior to joining Point72, Mr. Haynes was a Director at McKinsey & Company. Before joining McKinsey in 1992, Mr. Haynes worked for the Central Intelligence Agency and then GE’s advanced materials business, which is now part of Sabic International.


    Mr. Haynes earned a BS summa cum laude in Mechanical Engineering from West Virginia University, and received his MBA at the University of Virginia’s Darden Graduate Business School, where he was a Shermet Scholar. Mr. Haynes is an active community member, dedicating a significant portion of his efforts to supporting Veterans’ initiatives. In addition to serving on the Board of the Robin Hood Foundation, Mr. Haynes helped launch its Veterans Advisory Board which raised over $12 million to support the increase in veterans returning from Iraq and Afghanistan, and also works with New York-based companies to create more job opportunities for veterans. Mr. Haynes serves on the Corporate Advisory Board of the Darden Graduate School of Business, the Board of the Canterbury School, SingTel’s Technology Advisory Board, and the Board of the Center for Global Enterprise.

    President

  • 14.20 - 14.55

    Keynote

    Stuart Roden
    Lansdowne Partners

    Stuart Roden, Senior Partner & Chairman

    Stuart Roden is Chairman of the Firm, a member of the management committee and is involved with the management of the Developed Markets funds. Prior to joining Lansdowne Partners in 2001, Stuart was a Managing Director of Merrill Lynch Investment Managers (MLIM). Stuart started his career in the City in 1984, joining SG Warburg & Co.

    Stuart is the non-executive chairman of the investment committee of Marylebone Partners LLP, chairman of the Jewish Care and Oxford Centre of Jewish and Hebrew Studies investment committees, and a member of London School of Economics investment committee.

    Stuart received a 1st class honours degree in Economics (BSc) from the London School of Economics.

    Chairman

  • 14.55 - 15.25

    Keynote

    Thomas Blumenthal
    The Baupost Group

    Thomas W. Blumenthal, Partner, The Baupost Group, LLC

    Tom is a partner at The Baupost Group, LLC, a Boston-based investment management firm that manages approximately $27 billion on a discretionary basis for institutional and private clients. Tom is co-head of the Private Investment Group, overseeing private investments in debt, equity and real estate, and is a member of Baupost’s Management Committee. Prior to joining Baupost, Tom was a Managing Director in the investment banking group of Dean Witter Reynolds Inc. and Dean Witter Capital Corporation, the firm’s private equity investment vehicle, and a broker at Warburg Paribas Becker, Inc. and Kidder Peabody & Co. Tom is a Trustee of The New England Conservatory of Music, where he serves as a member of the Executive Committee and Chair of the Finance Committee. He is actively involved in several other not-for-profit organizations. Tom graduated from Claremont McKenna College with a B.A. in Economics.

    Partner and Co-Head of the Private Investment Group

  • 15.25 - 15.45

    Coffee Break

    Sponsored by Point72 Asset Management

  • 15.45 - 16.15

    Keynote

    Yoel Zaoui
    Zaoui & Co

    Yoel Zaoui, Founder of Zaoui & Co.

    Yoel Zaoui is the former Co-Head of Global Mergers and Acquisitions at Goldman Sachs. He began his career at Goldman Sachs in 1988 in the Mergers and Acquisitions department in New York. He moved to London in 1989, and, over a 24-year career at the Firm, was responsible for some of Europe’s largest and more complicated corporate transactions in a period of unprecedented growth. Yoel was one of the Firm’s pioneers in its expansion and leadership in Investment Banking in Europe. He became a Partner in 1998 and successively held the positions of Co-Head and Head of European Mergers and Acquisitions, and Co-Head and Head of European Investment Banking. Yoel was the first European investment banker to have joined the Firm’s select Management Committee, a position he held from 2008 until his retirement from the Firm in May 2012.


    Prior to Goldman Sachs, Yoel worked for three years at Arthur Andersen in Paris. Yoel was educated in France and the US; he obtained a diploma from the Ecole des Hautes Etudes Commerciales in Paris, a DEA doctoral degree in Finance from Universite Paris-Dauphine and an MBA from Stanford University. Yoel continues to be actively involved with his alma maters, Stanford University and HEC, serving as a member of the Stanford Graduate School of Business Advisory Council and of the Cercle des Grands Donateurs de la Fondation HEC.

    Founding Partner

  • 16.15 - 16.55

    Keynote

    Angus Selby
    CPP Investment Board

    Angus joined CPPIB in 2012 as a Senior Principal to establish and lead the Global Agriculture Investment Strategy in the Private Investments Group.

    Previously he was a Principal and Portfolio Manager at Altima Partners in London, and before that was a Vice-President at Morgan Stanley Commodities. He has also worked with a number of development organizations including Pegasys and the World Bank.

    Angus was a Beit Scholar at Brasenose College, Oxford, where he graduated with a DPhil and MPhil in International Development, and also holds a First Class BSc Hons (Agri) from Wye College, London University.   He is from a family farming background in Zimbabwe, and his family are now farming in Zambia.

    Senior Principal (Agriculture)

  • 16.55 - 17.20

    Break

  • 17.20 - 17.55

    Keynote

    Thomas von Koch
    EQT

    Managing Partner and CEO of EQT

    Thomas von Koch was part of the team that founded EQT Partners in 1994 and hence has 20 years of private equity experience. As of March 1, 2014, Thomas is Managing Partner and CEO of EQT.

    During his tenure with EQT, Thomas has been involved in a majority of the landmark transactions of the EQT Equity investment strategy, and more specifically in the TMT sector with   companies such as ComHem, StjärnTVnätet and KBW. Between the years 2008 and 2011, Thomas headed the EQT Equity investment strategy.

    Prior to joining EQT, Thomas worked at Investor AB which he joined in 1992 to work in equity research, corporate finance and mergers and acquisitions. He graduated from the Stockholm School of Economics in 1992 with two majors (Financial Economics and Accounting & Finance).

    Thomas von Koch was part of the team that founded EQT Partners in 1994 and hence has 20 years of private equity experience. As of March 1, 2014, Thomas is Managing Partner and CEO of EQT.

    During his tenure with EQT, Thomas has been involved in a majority of the landmark transactions of the EQT Equity investment strategy, and more specifically in the TMT sector with companies such as ComHem, StjärnTVnätet and KBW. Between the years 2008 and 2011, Thomas headed the EQT Equity investment strategy.

    Prior to joining EQT, Thomas worked at Investor AB which he joined in 1992 to work in equity research, corporate finance and mergers and acquisitions. He graduated from the Stockholm School of Economics in 1992 with two majors (Financial Economics and Accounting & Finance).

    Managing Partner and CEO

  • 17.55 - 18.35

    Private Equity Panel

  • 18.35 - 20:00

    Melissa Bethell
    Bain Capital

    Melissa Bethell is a Managing Director with Bain Capital Ltd, responsible for private equity investments since 1999. She specializes in telecom, media and technology investments. Bain Capital is one of the most active principal investment firms globally with over $60 billion of capital under management . Ms. Bethell is a founding member of the Bain Capital London office, where she co-heads Bain Capital’s TMT and UK investment activity. Current and former active investments / directorships include: Atento SA, Worldpay plc, NXP Semiconductors NV, Samsonite Corp., Houghton Mifflin.

    Her philanthropic interests include the Private Equity Foundation (an industry-led venture philanthropy fund) and the Every Child a Chance Trust (a series of private sector initiatives supporting socially disadvantaged children). She is married with three children and resides in London.

    Bain Capital Women's Networking Reception