Agenda

  • 8:00 - 8:45

    Registration & Coffee

  • 8:45 - 9:00

    Welcome - AIC Team

  • 9:00 - 10:00

    Keynote

    To be announced

  • 10:00 - 10:45

    Keynote

    Kurt Björklund
    Permira

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    Co-Managing Partner of 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

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    Chairman and Chief Investment Officer

    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

    Workshop

    To be announced

    Workshop

    To be announced

    Workshop

    To be announced

  • 15:10 - 15:30

    Coffee Break

  • 15:30 - 16:30

    Keynote

    Emmanuel Roman
    Man Group

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    CEO at Man Group.

    Emmanuel, also known as Manny, serves as the Chief Executive Officer at Man Group plc since February 28, 2013 and serves as an Executive Director since May 2011. Previously, Mr. Roman served as the Chief Operating Officer at Man Group since October 2010. Mr. Roman was the Co-Chief Executive Officer and Managing Director at GLG Partners, Inc. since September 2005. He joined GLG in 2005. Mr. Roman served as a Co-Head of Worldwide Global Securities Services at Goldman Sachs International Limited from 2000 to April 2005. In 2003. He also became the Co-Head of the European Equities Division at the firm. Mr. Roman also served as a Co-Head of Worldwide Equity Derivatives at Goldman Sachs from 1996 to 2000. He served as a Co-Head of Prime Broking at The Goldman Sachs Group Inc. He began his career in 1987 at Goldman Sachs International Limited where, over the years, he worked in the Fixed Income, Investment Banking and Capital Markets areas.

     

    Mr. Roman obtained an M.B.A. in Finance and Econometrics from the University of Chicago in 1987. Mr. Roman also earned a Bachelors degree from the University of Paris in 1985.

  • 16:30 - 17:30

    Keynote

    To be announced

  • 8:00 - 9:00

    Coffee Break

  • 9:00 - 9:45

    Keynote

    Cressida Hogg
    CPPIB

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    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 - 10:00

    Panel Discussion

    With representatives from CPPIB

  • 10:30 - 10:45

    Coffee Break

    Sponsored by CPPIB

  • 10:45 - 11:30

    Keynote

    Tim Wong
    AHL

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    Executive Chairman of AHL.

    Tim was the Chief Executive Officer of AHL and MSS at Man Group plc. Mr. Wong joined MIL in 1991 as a Research Analyst and later assumed overall responsibility for the day to day running of research and investment management operations of AHL. Mr. Wong has been listed as a Principal of AHL and is registered as an associated person of AHL as of March 2003 and June 2003, respectively. He serves as Executive Chairman of AHL and MSS at Man Group plc.

    Mr. Wong gained an M.Sc. in Statistics and Operational Research from London University and graduated from Oxford University in 1991 with a first class Honors degree in Engineering Science.

     

  • 11:30 - 12:30

    Keynote

    Richard Howard
    Hayman Capital Management

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    Managing Director and Global Strategist of 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

    Workshop

    To be announced

    Workshop

    To be announced

    Workshop

    To be announced

  • 14:15 - 15:10

    Workshop

    To be announced

    Workshop

    To be announced

    Workshop

    To be announced

  • 15:15 - 15:35

    Coffee Break

  • 15:35 - 16:30

    Keynote

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

     

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    Daniel J. Arbess

    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 Privatisation Group, he advised European and other emerging market governments on economic transition, industrial reorganisation and privatisation.

    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.

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    Gerard Baker

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

    Gerard Baker is Editor in 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