Laying the foundations for private market growth
This is a key moment for the private market industry to take a step back and think about its position in the global economic and financial marketplace. The time for self-reflection is apposite. The need for new foundations on which to build the next phase of growth is very real.
IPEM 2022 program
Powertalks
13:45 / 14:00 - Conference Room #1 (Level 0 - Croisette)
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Speaker(s): |
- Antoine COLSON - CEO and Managing Partner | IPEM |
14:00 / 14:15 - Conference Room #1 (Level 0 - Croisette)
View from the top about how the world of private equity has changed since the last IPEM edition.
Speaker(s): |
- Ariane DE ROTHSCHILD - Chairman of the Board of Directors | EDMOND DE ROTHSCHILD GROUP |
14:15 / 14:45 - Conference Room #1 (Level 0 - Croisette)
Presentation
The interview will cover views on the current environment and economy, and thoughts on private markets investment in this environment.
Speaker(s): |
- Verdun PERRY - Sr. Managing Director, Strategic Partners | BLACKSTONE GROUP |
Moderator(s): |
- Sebastian MCCARTHY - Reporter | DOW JONES |
14:45 / 15:00 - Conference Room #1 (Level 0 - Croisette)
Presentation
Remaking the world starts in the workplace. This presentation will provide an investor's perspectives on the reasons why, including:
- Investing in employee training that is fit for the world we live in.
- Why demographics are putting today's workforce under pressure.
- How employee engagement generates alpha.
Speaker(s): |
- Ken MEHLMAN - Partner, Global Head of Public Affairs & Co-Head of KKR Global Impact | KKR |
15:00 / 15:30 - Conference Room #1 (Level 0 - Croisette)
Panel
Fast-growing European asset managers are increasingly able to service clients with solutions in multiple asset classes. They exist in contrast with highly specialised GPs who operate single-strategy funds. Yet the repercussions on due diligence, management fees, and relationship management can be significant:
- What are the benefits and drawbacks of investing in multiple strategies with the same house, versus more specialised fund managers?
- What does the insatiable ambition of GPs to grow assets mean for investors?
- How do GPs maintain their edge when operating at scale?
Speaker(s): |
- Mathieu CHABRAN - Co-Founder | TIKEHAU CAPITAL |
- Benoit DURTESTE - CEO & CIO | ICG |
- Virginie MORGON - CEO | EURAZEO |
Moderator(s): |
- Alexander DE MOL - Senior Partner | BAIN & COMPANY |
15:30 / 16:00 - Conference Room #1 (Level 0 - Croisette)
Panel
After years of cheap debt, feverish fundraising and low-interest rates, the rising tide that has carried private equity returns look to have hit its peak. This panel looks ahead to what LPs should prioritise in this new era.
- On new foundations, where does the balance of power lie?
- How long until valuations reflect the public markets reset?
- What are the warning signs investors should be aware of?
Speaker(s): |
- Marie-Victoire ROZÉ - Senior Managing Director & Member of the ASF Management Committee Paris | ARDIAN |
- Mikkel SVENSTRUP - CIO | ATP |
Moderator(s): |
- Antoine COLSON - CEO and Managing Partner | IPEM |
16:00 / 16:30 - Conference Room #1 (Level 0 - Croisette)
Panel
Private markets have always required patience. But the weight of capital has increased the velocity with which assets now trade, which can shorten holding periods and challenge traditional investment horizons.
- What are the implications for the industry?
- Does the traditional playbook still apply?
- How should LPs consider patience vs velocity in private equity, private debt, and infrastructure?
Speaker(s): |
- Martin BRADLEY - Head of EMEA, Real Assets | MACQUARIE ASSET MANAGEMENT |
- Nadim EL GABBANI - Sr. Managing Director, Private Equity | BLACKSTONE |
- Armen PANOSSIAN - Head of Performing Credit and Portfolio Manager | OAKTREE CAPITAL MANAGEMENT |
Moderator(s): |
- Gordon BAJNAI - Partner & Chairman, Global Advisory Board | CAMPBELL LUTYENS |
16:30 / 17:00 - Conference Room #1 (Level 0 - Croisette)
Panel
In the wake of the pandemic, fundraising and deal activity barely blinked. Private equity performance rebounded quickly with record levels of dealmaking. As the market cools, we consider the lasting effects of the past couple of years on PE:
- What were the biggest lessons from the pandemic?
- How is the industry better now than before?
- What is the "new normal"?
Speaker(s): |
- Richard HOPE - Managing Director | HAMILTON LANE |
- David MORIN - Managing Director and Head of Europe, Private Equity | PSP INVESTMENTS |
- Jonathan ZAFRANI - Managing Director | CARLYLE |
Moderator(s): |
- Sunaina SINHA - Global Head, Private Capital Advisory | RAYMOND JAMES I CEBILE CAPITAL |
17:00 / 17:30 - Conference Room #1 (Level 0 - Croisette)
Fireside Chat
Why the pursuit of “growth at all costs” in tech investing has now changed.
Speaker(s): |
- Orlando BRAVO - Founder & Managing Partner | THOMA BRAVO |
Moderator(s): |
- Kaye WIGGINS - Reporter | FINANCIAL TIMES |
17:30 / 18:00 - Conference Room #1 (Level 0 - Croisette)
Panel
A prolific competition requires GPs to have a strong sense of identity - with careful focus required on their value proposition, investment thesis, and team capabilities.
- What difference can culture make to the success of a firm?
- How do managers embed the factors that generate a strong track record into the cultural DNA of the firm?
- How do rising stars and the leaders of tomorrow take a culture and make it their own?
Speaker(s): |
- Paul DESMARAIS III - CEO & Chairman | SAGARD |
- Nadia MEIER KIRNER - Partner, Co-head of Services and member of the TMM Investment Advisory Committee | TRITON PARTNERS |
- Albrecht VON ALVENSLEBEN - Head of Private Equity Europe | CDPQ |
Moderator(s): |
- Emmanuelle DUTEN - Editor-in-Chief | |
18:00 / 18:30 - Conference Room #1 (Level 0 - Croisette)
Fireside chat
What does it take to grow a venture firm into a globally recognised brand?
Speaker(s): |
- Scott SANDELL - Managing General Partner | NEW ENTERPRISE ASSOCIATES |
Moderator(s): |
- Jérôme CHEVALIER - Partner | QUADRILLE CAPITAL |
Summits & Meetups
10:00 / 12:30 - Marriott Hotel
Sponsored by:
10:00 Welcome coffee
10:15 Introduction by Mikkel Svenstrup, CIO at ATP Group Management (Denmark) interview by Antoine Colson + Q&A
10:40 Discussion #1 (20’) / Red flags / concerns – and LP solutions?
11:00 Restitution (15’)
11:15 Break (10’)
11:25 Discussion #2 (20’) / Making the most of the current environment as an LP
11:45 Restitution (15’)
12:00 Networking break (15’)
12:15 LP Welcome Lunch
Speaker(s): |
- Mikkel SVENSTRUP - CIO | ATP |
Moderator(s): |
- Antoine COLSON - CEO and Managing Partner | IPEM |
14:30 / 15:30 - Summit Room #2 (Level 2 - Lerins)
Sponsored by
Abu Dhabi is the perfect gateway to the Middle East, Africa and South Asia, offering world-class infrastructure with easy access to regional and global markets. Find out why Abu Dhabi is set to become a leading PE/VC hub in the coming years.
Speaker(s): |
- Yasmin AL MOSTEHY - Executive Director | MEVCA |
- Mark BURBACH - Chief Investment Officer | ABU DHABI PENSION FUND |
- Farid MASMOUDI - Deputy Head MENA & Head of Investor Relations Central Asia & BIM | ARDIAN |
- Elodie ROBIN - Head of Growth and Strategy | HUB71 |
- Andres RODENAS DE LA VEGA - Director, Disruptive Investments | MUBADALA |
Moderator(s): |
- Guillaume HALLEZ - Country Head – France | INVEST IN ABU DHABI |
15:00 / 18:30 - Summit Room #1 (Level 1 - Riviera)
Sponsored by
15:00 Introduction
15:15 Panel / Beware of green bubbles - high competition for sustainable assets
Companies that are thematically positioned around sustainability are likely to face increased demand from investors, as capital flows continue to target green investment opportunities.
- Whilst these definitions are broad - from energy transition to eco-packaging - how might competition for these opportunities drive valuations?
- As ESG practices evolve, will we see generalist funds progress to impact-style investment; and do today’s impact funds perceive this as a threat?
- How will dedicated impact funds continue to differentiate in the face of increased competition?
15:45 Fireside chat / Tech for good
This fireside chat will consider the potential for technology to drive positive change in every investment, as well as how investors can stay ahead of the pack to capture this value.
16:15 Break
16:30 Panel / How ESG affects the cost of capital
Companies that have strong sustainability practices are likely to be able to raise capital on more attractive terms than those without. But how attractive an incentive is it for companies? This session will consider:
- What is the price of sustainability in a company’s capital structure?
- How will terms evolve?
- What approaches are lenders taking to reward sustainable practice – and is it enough?
17:00 Panel / Green policies and reporting standards
Carbon reduction and environmental protection will be a core focus of public policy and regulators for the remainder of the decade and beyond. Meanwhile, social equality issues have taken centre stage as European economies rebuild and reposition after the pandemic. This session takes stock of the latest updates affecting private markets, including
- SFDR
- IFRS
- ESG data benchmarking initiatives
17:45 Cocktail
Speaker(s): |
- Pierre ABADIE - Group Climate Director | TIKEHAU CAPITAL |
- Daniele CAMPONESCHI - Founder, Partner & Group CIO | GREEN ARROW CAPITAL |
- Isabelle COMBAREL - Deputy Chief Executive Officer, Head of Business Development and ESG | SWEN CAPITAL PARTNERS |
- Christophe DE DARDEL - Managing Director & Head of Private Equity | UNIGESTION |
- Nicolas FOURT - Deputy CEO | SIENNA PRIVATE CREDIT |
- Fabrice FRAIKIN - Co-Founder | FLEXAM INVEST |
- Marina LEYTES - Senior Vice President | 57 STARS |
- Alexandre MARS - Founder & CEO | BLISCE/ |
- Shami NISSAN - Partner & Head of Sustainability | ACTIS |
- Alessandro TAPPI - Chief Investment Officer | EIF |
- Laure VILLEPELET - Head of ESG/CSR | TIKEHAU CAPITAL |
Moderator(s): |
- Aurore BARLIER - Reporter | CFNEWS |
- Emmanuel PARMENTIER - Managing Partner | INDEFI |
- Jean-Philippe RICHAUD - Deputy CEO & CIO of Multi-strategy activity | SWEN CAPITAL PARTNERS |
- Sam TURVEY - Partner | MAITLAND AMO |
16:00 / 18:30 - Summit Room #2 (Level 2 - Lerins)
Sponsored by
16:00 Welcome coffee
16:10 Introduction / Visualising Value
This 90min session will tackle some of the most critical themes facing Private Equity, which remains focused on optimal value creation against a backdrop of truly unprecedented macroeconomic disruption.
16:20 Roundtable Session #1 / Value preservation
A highly pressing issue in the context of rising inflation and increased cost to businesses globally.
16:35 Roundtable Session #2 / Value generation through pricing
How a sharp focus on pricing strategy in portfolio companies can be implemented to deliver through to EBITDA and create a point of competitive differentiation
17:00 Visualisation check-in
17:05 Coffee break
17:15 Panel / How to preserve, generate and optimise value
Taking inspiration from the roundtable discussions, a panel of operating experts will distill the summit into actionable insights for GP delegates to take away and deploy in their firms.
17:45 Closing remarks
17:45 Cocktail
18:30 Summit ends
Speaker(s): |
- Nicolas BEAUGRAND - Managing Director | ALIXPARTNERS |
- Miroslav BOUBLIK - Managing Partner | FINANCIAL SERVICES CAPITAL PARTNERS |
- Jan KANTOWSKY - Managing Director | ALIXPARTNERS |
- Kim NGUYEN - Partner, Co-Head Private Equity Services | PARTNERS GROUP |
- Catherine SHERWIN - Managing Director | ALIXPARTNERS |
- Julian SHORT - Managing Director, European Head of Revenue and Growth | ALIXPARTNERS |
- Jonathan TETRAULT - Managing Partner | SAGARD |
Moderator(s): |
- Mark VELDON - Managing Director | ALIXPARTNERS |
Networking events
12:00 / 13:30 - Marriott Hotel
An invitation-only event, sponsored by:
18:30 / 21:30 - Level 0 - Croisette
Sponsored by
22:00 / 02:00 - IPEM Beach Club, sponsored by NATIXIS
Come enjoy a cold beverage at the beach as we close the first day of our event!
NEW! Showcase Area
15:00 / 16:00 - Keynote Stage (Level 0 - Croisette)
By
Sharing the creation of shareholder value has become a major issue in private equity transactions. It aligns the interests of all stakeholders by involving all employees in the company's performance by making them share in any capital gains.
This keynote will be an opportunity to share our experiences and visions on this trend, a major evolution of the sector.
Speaker(s): |
- Isabelle COMBAREL - Deputy Chief Executive Officer, Head of Business Development and ESG | SWEN CAPITAL PARTNERS |
- Olivier GUELAUD - Strategic Advisory | BEYONDSOLUTIONS |
- Sofia SEFRIOUI - Human Capital | BEYONDSOLUTIONS |
- Julien TOUATI - Partner & Corporate Development Director | MERIDIAM |
Moderator(s): |
- Jérôme LAURRE - Founder & Managing Partner | BEYONDSOLUTIONS |
15:30 / 16:30 - Demo Room #2 (Level 0 - Croisette)
By
THL invests in middle market growth companies exclusively within selected Identified Sector Opportunities (ISOs) in three industry groups: Financial Technology & Services, Healthcare, and Technology & Business Solutions. We partner with management teams to build great companies of lasting value and strive to generate superior returns for our investors. Our Automation Fund in our Technology & Business Solutions industry group invests in partnership with the flagship strategy in automation companies across diverse end markets.
Speaker(s): |
- Tyler GRIFFITH - Managing Director, Investor Relations | THOMAS H. LEE PARTNERS |
- MIKE KACZMAREK - Managing Director | THOMAS H. LEE PARTNERS |
15:30 / 16:30 - Demo Room #1 (Level 0 - Croisette)
By
Find out how we, at Blue Horizon, generate impactful investments with a philosophy we call Double Positive — positive, above-market returns for investors and positive, measurable impact on the planet, humans and animals.
Speaker(s): |
- Gilad GERSHON - Co-Founder & Chief Executive Officer | TROPIC |
- Sedef KOKTENTURK - Partner & Head of Impact | BLUE HORIZON |
16:30 / 17:30 - Keynote Stage (Level 0 - Croisette)
By
Every good investment professional loves to analyze markets. How big is it? How fast is it growing? That’s why it’s so surprising that many PE firms struggle with answering those basic questions for themselves. How many companies are there for me to invest in? Hundreds? Thousands? Millions? Where do I find them and how do I make my tracking actionable?
Frister will address these questions with a specific focus on the European and French company landscape, leveraging unique data-driven insights. This talk is promising to be highly strategic for investors and advisors that are looking to get serious about a data-driven digital deal sourcing workflow.
Moderator(s): |
- Frister HAVEMAN - Co-Founder & Co-CEO | GAIN.PRO |
17:00 / 18:00 - Demo Room #1 (Level 0 - Croisette)
More details to come soon.
Speaker(s): |
- William BARRETT - Partner | REACH CAPITAL |
Moderator(s): |
- JEROME SUTOUR - Associé - Responsable Services Financiers | CMS |
17:00 / 18:00 - Demo Room #2 (Level 0 - Croisette)
By
The session will be led by PM Alpha’s CEO Tom Douie, to discuss what has been done to date to address the qualified retail side of the wealth management market, and to highlight the current opportunities available. We will be joined by guest speakers from Oaktree, Muzinich, EY and Waystone, and from PM Alpha, our CIO, Alexis Weber.
Speaker(s): |
- Ayesha CORRINE SINGH - Head of Regulatory Fund Services | |
- Maria PORTA - Partner | SARANAC PARTNERS |
- Rafael TORRES BOULET - Co-Head of Pan-European Private Debt | MUZINICH & CO |
- Richard YOUNG - Managing Director | OAKTREE CAPITAL MANAGEMENT |
Moderator(s): |
- Tom DOUIE - CEO | PM ALPHA |
- Alexis WEBER - Founder & CIO | PM ALPHA |
18:15 / 19:00 - Demo Room #1 (Level 0 - Croisette)
An invitation-only Demo, by ADEPP.
Powertalks
09:30 / 09:45 - Conference Room #1 (Level 0 - Croisette)
Welcome address
This opening address will set the tone for the day’s discussions on the trends driving investment in major European markets.
Watch the replay:
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Speaker(s): |
- Thomas FRIEDBERGER - CEO & co-CIO | TIKEHAU CAPITAL |
09:45 / 10:15 - Conference Room #1 (Level 0 - Croisette)
Panel
Europe after a succession of crises: the challenges and opportunities ahead
In the wake of rising costs, COVID and conflict, this session will consider how major investors will navigate the route ahead for investment in the region.
- How do investors position themselves for the lasting impacts of the pandemic?
- Looking ahead, what is the prediction for the effects of inflation on the economy?
- Where will capital be deployed to deliver returns in the year ahead?
Watch the replay:
Speaker(s): |
- Jean Luc ALLAVENA - Chairman & Founder | ATLANTYS INVESTORS |
- Andrea BONOMI - Founder and Chairman | INVESTINDUSTRIAL |
- Nick JANSA - Head of EMEA | ONTARIO TEACHERS' PENSION PLAN |
- Benoit VAUCHY - Partner, Member of the Investment and Executive Committees | PERMIRA |
Moderator(s): |
- Stéphane BARRET - Head of Private Capital Group and Head of Global TMT Coverage | CREDIT AGRICOLE CIB |
10:15 / 10:45 - Conference Room #1 (Level 0 - Croisette)
Panel
Building an investment case for Europe
This fireside chat will explore the UK and Europe’s place in the global economy and the opportunities that private capital can unlock in the region.
Watch the replay:
Speaker(s): |
- Alain GODARD - Chief Executive Officer | EIF |
- George OSBORNE - Partner | 9YARDS CAPITAL |
Moderator(s): |
- Patricia PASCUAL RAMSAY - Partner and COO | ALANTRA |
10:15 / 10:45 - Conference Room #2 (Level 0 - Croisette)
Pane
Our panel will cut through the noise to highlight the five top trends that the private markets community should pay attention to in the next twelve months.
Watch the replay:
Speaker(s): |
- Johnny EL HACHEM - Chief Executive Officer | EDMOND DE ROTHSCHILD PRIVATE EQUITY |
- Jim GARMAN - Head of EMEA Alternatives and Head of EMEA Real Estate | GOLDMAN SACHS |
- Joana ROCHA SCAFF - Managing Director, Head of Europe Private Equity | NEUBERGER BERMAN |
Moderator(s): |
- Alexandra PRIGENT - Managing Partner | ACCELLENCY |
10:45 / 11:15 - Conference Room #1 (Level 0 - Croisette)
Panel
How Pan-European firms keep their ear to the ground
This conversation will explore how investment teams perform when physically located in-country versus out of regional offices.
- What is the optimal office model for investment and operating teams at pan-European GPs?
- Can you know a market inside-out from a distance?
- How do dynamics change for active portfolio management and proximity to management teams in both cases?
Watch the replay:
Speaker(s): |
- Christophe KARVELIS SENN - Executive Chairman & Founder | CAPZA |
- Karsten LANGER - Managing Partner | RIVERSIDE |
- Xavier ROBERT - Partner & Chief Investment Officer | BRIDGEPOINT |
Moderator(s): |
- Alexandre GARABEDIAN - Managing Editor | L'AGEFI |
10:45 / 11:15 - Conference Room #2 (Level 0 - Croisette)
Panel
In an environment of increasing multiples and competition for platform assets, buy and build has been a critical value creation tool for GPs to build scale, synergy and geographic expansion.
- What are the key success factors for a buy-and-build strategy?
- As digitalisation has become embedded in every industry, how does this change traditional add-on deal sourcing?
- How do investors evaluate whether vertical or horizontal acquisitions add the most value?
Watch the replay:
Speaker(s): |
- Stéphane ETROY - Partner, Head of European Private Equity | ARES MANAGEMENT |
- Charles FLEISCHMANN - Partner | TRILANTIC NORTH AMERICA |
- François JERPHAGNON - Member of the Board of Ardian France - Head of Ardian Expansion | ARDIAN |
Moderator(s): |
- Stéphane VIGNALS - Partner, Head of Private Equity France | EY |
11:15 / 11:45 - Conference Room #1 (Level 0 - Croisette)
Panel
When, how and why European GPs go global
This session will explore the quest of GPs to build on successful European franchises and offer their LPs new funds in global markets.
- What has been the track record of entering new global markets?
- How does a track record in one region support fundraising for another?
- What advantage do European GPs have in attracting the right talent in global locations?
Watch the replay:
Speaker(s): |
- Luke FINCH - Partner and Head of Client Services Team | HG |
- Marc FRAPPIER - Member of Eurazeo Executive Board Managing Partner - Mid-large buyout | EURAZEO |
- Klas TIKKANEN - Chief Operating Officer | NORDIC CAPITAL |
- Rafael TORRES BOULET - Co-Head of Pan-European Private Debt | MUZINICH & CO |
Moderator(s): |
- Adam LE - Senior editor | PRIVATE EQUITY INTERNATIONAL |
11:15 / 11:45 - Conference Room #2 (Level 0 - Croisette)
Panel
The US boasts significantly more sector specialist funds than Europe. But will that always be the case? This session considers the experience of sector specialists in the region, including:
- What are the prospects for more sector specialist funds in Europe?
- What has been the experience of existing sector players?
- What do LPs want from sector specialism?
Watch the replay:
Speaker(s): |
- Sasa ALILOVIC - Managing Partner | SHS CAPITAL |
- Paul MIZRAHI - Founding Partner | BLACKFIN CAPITAL PARTNERS |
- Cameron PAYNE - Vice President | HERMES GPE |
- Pierre STADLER - Head of Thematic Private Equity | PICTET |
Moderator(s): |
- Danai MUSANDU - Senior Investor Relations Associate | HPE GROWTH |
11:45 / 12:15 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with France Invest
Focus
The dynamism and vitality of the SME and tech sectors in France have been the cornerstones of the French PE market. However, there has also been a powerful development in infrastructure and private debt in recent years. How do allocators view the attractiveness of the French market and where do they see value?
Watch the replay:
Speaker(s): |
- Xavier DE PRÉVOISIN - Partner | MBO & CO |
- Martine LEGENDRE KALOUSTIAN - Head of Alternative Investments | ALLIANZ |
- Adeline LEMAIRE - Managing Director | Head of Small Cap Funds Investments | |
Moderator(s): |
- Mireille KLITTING - Managing Partner of FAMS & Arolla | FIVE ARROWS MANAGERS |
11:45 / 12:15 - Conference Room #2 (Level 0 - Croisette)
Panel
The pandemic provided a boost to the fortunes of direct lenders, as they once again gained market share over traditional bank finance. In the mid-market, where companies’ financing options can be more constrained, we consider the outlook; specifically, how rising interest rates could affect deal flow, pricing and returns:
- How quickly will lending return to cyclical sectors?
- How resilient will the mid-market be to macro headwinds?
- What has changed about the underwriting process to inform pricing and terms in the post-COVID economy?
Watch the replay:
Speaker(s): |
- Thor ABRAHAMSEN - Senior Investment Risk Analyst / Investment Management | GARD |
- Richard DALAUD - Partner, Head of Mezzanine | SIPAREX |
- Frederic NADAL - CEO & Co-Founder | MV CREDIT PARTNERS |
- Gregory RACZ - President & Co-Founder | MGG INVESTMENT GROUP |
Moderator(s): |
- Francesca FICAI - Senior Editor | PITCHBOOK – LCD |
12:15 / 12:45 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with BVK, SECA and AVCO
Focus
- What is attractive about the DACH region? And has what is attractive changed since February 2022?
- Do you see differences between Germany, Austrian, and Switzerland in terms of opportunities and attractiveness?
- What kind of investment strategies are you seeing in deals and why?
- Why is PE particularly attractive for Mittelstand sellers still?
- Do you think PE is helping those companies raise their game in terms of ESG?
- Where are GPs focussing attention operationally to weather the macro headwinds? Is the current push more about cost savings or productivity or both?
- Do you think the German labour market needs to be opened up more?
- What are the expectations for the year ahead? Do you think any gas shortage will affect the region disproportionately and how can PE try and help insulate its portfolio companies?
Watch the replay:
Speaker(s): |
- Markus GEIGER - Head of Private Debt | ODDO BHF |
- Anja Katharina JEGEN - Senior Portfolio Manager | HELABA INVEST |
- Mara STOCK - Investment Director | CAPITON AG |
- Oksana TIEDT - Head of Private Equity | LENNERTZ & CO |
Moderator(s): |
- David STÜRKEN - Partner | MAITLAND AMO |
12:15 / 13:00 - Conference Room #2 (Level 0 - Croisette)
Panel
Single asset deals have arrived with a bang. In this session, we explore why many believe they are a permanent addition to the GP's toolkit and the controversy surrounding them:
- What to watch - can you predict an asset that is ripe for a GP-led restructuring?
- Stick or twist - how should LPs decide which approach is right?
- How to get comfortable with valuations
- Future innovation - where will things go next?
Speaker(s): |
- Daniel BENIN - Founder & Managing Partner | COMMITTED ADVISORS |
- Giuliano GREGORI - Vice President | MORGAN STANLEY INVESTMENT MANAGEMENT |
- Gabriel MOLLERBERG - Managing Director | GOLDMAN SACHS |
- Petr POLDAUF - Investment Director | SCHRODERS CAPITAL |
Moderator(s): |
- Ludovic DOUGE - Partner - Head of Secondaries | JASMIN CAPITAL |
14:00 / 14:15 - Conference Room #1 (Level 0 - Croisette)
Presentation
How can investors navigate their way through current economic, political and investment challenges?
Watch the replay:
Speaker(s): |
- Alain PAPIASSE - Group Executive Advisor and Chairman of Corporate and Institutional Banking | BNP PARIBAS |
14:00 / 14:30 - Conference Room #2 (Level 0 - Croisette)
Fireside chat
Non-core infrastructure is the outcome of greater capital flows into the asset class and a competitive brownfield landscape. How should LPs evaluate the grey area between real assets and private equity? This fireside chat will go deeper into the investment process from an LP and GP about the spectrum between PE and core infrastructure.
Speaker(s): |
- Vincent POLICARD - Partner, Energy & Infrastructure | KKR |
Moderator(s): |
- Jan-Henrik FOERSTER - Deals Reporter (FIG/PE) | BLOOMBERG BUSINESS NEWS |
14:15 / 15:00 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with AIFI
Focus
This session will update the audience on the investment climate & outlook
- Why Italy? Key markets trends in investment strategies.
- New dynamics - what can PE do for sellers right now?
- Value creation - where are GPs focussing attention operationally to weather the macro headwinds?
- The future - what are the expectations for the year ahead?
Watch the replay:
Speaker(s): |
- Arthur BERNARDIN - Partner, Managing Director, Small Cap | GIOCONDA, SUBSIDIARY OF LBO FRANCE |
- Matteo CIRLA - Managing Director & CEO | IGI PRIVATE EQUITY |
- Raffaele DE COURTEN - Founding Partner | ALTO PARTNERS |
- Anna GUGLIELMI - Managing Partner | ENTANGLED CAPITAL SGR |
- Alessandro MATTEO - Principal | INVESTINDUSTRIAL |
Moderator(s): |
- Alessandra BECHI - Deputy Director | AIFI, ITALIAN PRIVATE EQUITY, VENTURE CAPITAL AND PRIVATE DEBT ASSOCIATION |
14:30 / 15:00 - Conference Room #2 (Level 0 - Croisette)
Panel
The strong tech buyout activity of recent years is now facing new headwinds. Market dynamics have dramatically altered trading conditions, valuations and financing costs. How are major tech investors navigating the storm?
Speaker(s): |
- Christian LUCAS - Managing Director | SILVER LAKE |
- Jean-Pierre SAAD - Partner, Private Equity | KKR |
Moderator(s): |
- Pierre-Emmanuel HOUILLIER - Head of Technology Investment Banking, EMEA | HSBC |
15:00 / 15:30 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with BVA, LPEA and NVP
Focus
This session will update the audience on the investment climate & outlook
- Why Benelux? Key markets trends in investment strategies.
- New dynamics - what can PE do for sellers right now?
- Value creation - where are GPs focussing attention operationally to weather the macro headwinds?
- The future - what are the expectations for the year ahead?
Watch the replay:
Speaker(s): |
- Rayhan DAVIS - CIO | FRESHSTREAM INVESTMENT PARTNERS |
- Wolfgang DE LIMBURG - Managing Partner | ERGON CAPITAL |
- Thomas DE VILLENEUVE - Partner | APAX PARTNERS |
- Cedric OLBRECHTS - Co-Founder & Partner | VENDIS CAPITAL |
Moderator(s): |
- Marc VAN VOORST TOT VOORST - Deputy Managing Director | NVP |
15:00 / 15:30 - Conference Room #2 (Level 0 - Croisette)
Panel
Distressed funds have amassed a mountain of dry powder on the premise that an economic correction was overdue. Is this the year their predictions come true?
- How will inflation risks present opportunities?
- Will rising LBO financing costs lead to a new wave?
- How are funds positioning themselves to deploy capital into turnaround opportunities?
Watch the replay:
Speaker(s): |
- Leo FLETCHER-SMITH - Strategy Head - European Alternatives | AKSIA |
- Franck KELIF - Managing Director | PERCEVA |
- Tilman RICHTER - Managing Director | QUANTUM |
- Matt WILSON - Managing Director, Co-Portfolio Manager | OAKTREE CAPITAL MANAGEMENT |
Moderator(s): |
- Guillaume CADIOU - Governmental delegate for business restructuring | MINISTÈRE DE L’ÉCONOMIE, DES FINANCES ET DE LA SOUVERAINETÉ INDUSTRIELLE ET NUMÉRIQUE |
15:30 / 16:00 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with France Invest
Focus
This session will update the audience on the investment climate & outlook
- Why France VC? Key markets trends in investment strategies.
- A new world - how the global tech slump is playing out in France venture.
- The future - what are the expectations for the year ahead?
Watch the replay:
Speaker(s): |
- Boris BAKECH - Partner | C4 VENTURES |
- Catherine BOULE - Managing Partner | KARISTA |
- Philippe POULETTY - Co-Founder, CEO | TRUFFLE CAPITAL |
- Pauline ROUX - Partner | ELAIA PARTNERS |
Moderator(s): |
- Stéphanie HOSPITAL - Founder & CEO | ONERAGTIME |
15:30 / 16:00 - Conference Room #2 (Level 0 - Croisette)
Panel
The pandemic put a renewed focus on healthcare assets. But the landscape in Europe is varied with wide variety in the opportunity set between different sub-sectors.
- Where do investors seek (and avoid) opportunities?
- Is impact always created from every healthcare investment?
- Key regional variations between US and Europe
Watch the replay:
Speaker(s): |
- Svenja BECKER - Co-Founder & Managing Partner | MORAVIA INVESTMENTS |
- Thierry CHIGNON - Managing Partner | MÉRIEUX EQUITY PARTNERS |
- Alan MACKAY - Executive Partner & Founder | GHO CAPITAL |
- Neel VARSHNEY - Founding Partner | PATIENT SQUARE CAPITAL |
Moderator(s): |
- Lee MURRAY - Events Director | HEALTHCARE BUSINESS INTERNATIONAL |
16:00 / 16:30 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with BVCA
Focus
This session will update the audience on the investment climate & outlook
- Why the UK? Key markets trends in investment strategies.
- New dynamics - what can PE do for sellers right now?
- Value creation - where are GPs focussing attention operationally to weather the macro headwinds?
- The future - what are the expectations for the year ahead?
Watch the replay:
Speaker(s): |
- Mark ADVANI - Founding Partner | LIVINGBRIDGE |
- Gilbert KAMIENIECKY - Head of Private Equity Technology | INVESTCORP |
- Tom WRENN - Managing Partner | ECI PARTNERS |
Moderator(s): |
- Michael MOORE - Director General | BVCA |
16:00 / 16:30 - Conference Room #2 (Level 0 - Croisette)
Panel
- What minority / structured equity investments bring to entrepreneurs & family-owned businesses.
- How GPs structure them / align governance with a majority owner + secure an exit.
- Why this positioning makes a difference in the market right now? Why is it attractive and developing?
Watch the replay:
Speaker(s): |
- Dr Jörg GOSCHIN - Co-Ceo and Senior Managing Director | KFW CAPITAL |
- Eric HALVERSON - Managing Partner | QUALITAS FUNDS |
- Julian KOHL - Investment Director | COI PARTNERS |
- Grégoire SENTILHES - Chairman | NEXTSTAGE AM |
Moderator(s): |
- Brice LIONNET - CEO | ISATIS CAPITAL |
16:30 / 17:00 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with DVCA, FVCA, NVCA, SVCA
Focus
This session will update the audience on the investment climate & outlook
- Why Nordic? Key markets trends in investment strategies
- New dynamics - what can PE do for sellers right now?
- Value creation - where are GPs focussing attention operationally to weather the macro headwinds?
- The future - what are the expectations for the year ahead?
Watch the replay:
Speaker(s): |
- Christian BAMBERGER BRO - Partner | AXCEL |
- Tim HE - Partner | SUMMA EQUITY |
- Torben SKØDEBERG - Partner | CAPITAL FOUR |
- Amanda TONSGAARD - Head of Investor Services & Communications | TRITON PARTNERS |
Moderator(s): |
- Ellen Amalie VOLD - CEO | NVCA - NORWEGIAN VENTURE CAPITAL & PRIVATE EQUITY ASSOCIATION |
16:30 / 17:00 - Conference Room #2 (Level 0 - Croisette)
Panel
Go public, stay private or single asset deal? In recent years, macro conditions have been challenging for exit planning, as GPs grapple to interpret long-term effects on industries and future valuations. In this session, we discuss:
- Did the pandemic alter the way PE firms conduct exit planning?
- What are the market prospects for traditional IPO, trade sale and sponsor deals?
- Why exit at all? Comments on GP-led secondaries.
Watch the replay:
Speaker(s): |
- Nicolas BRUGÈRE - Partner & Head of France | EQT PARTNERS |
- Jean EICHENLAUB - Managing Partner | QUALIUM INVESTISSEMENT |
- Barnaba RAVANNE - Chief Investment Officer | FSI |
Moderator(s): |
- Greg GILLE - Publishing Editor - Growing Business Intelligence | REAL DEALS MEDIA |
17:00 / 17:30 - Conference Room #1 (Level 0 - Croisette)
Focus
This session will update the audience on the investment climate & outlook
- How can the region diversify its LP base to attract capital?
- Why CEE? Key markets trends in investment strategies.
- Value creation - where are GPs focusing attention operationally to weather the macro headwinds?
- The future - what are the expectations for the year ahead?
Watch the replay:
Speaker(s): |
- Anne FOSSEMALLE - Director, Equity Funds | EBRD |
- Pawel GIERYNSKI - Managing Partner | ABRIS CAPITAL PARTNERS |
- Michal GLADYS - Investment Director | PFR VENTURES |
Moderator(s): |
- Eric MAILLEBIAU - Founder and Principal | CAPEOS |
17:00 / 17:30 - Conference Room #2 (Level 0 - Croisette)
Panel
This session will dig deeper into some of the less well-known credit strategies, how they work and how to evaluate them in a private debt asset allocation.
- How resilient are nascent strategies in an inflationary environment?
- Can you achieve impact through private debt commitments?
- What product innovation is on the horizon in this asset class?
Watch the replay:
Speaker(s): |
- Paul DE SERVIGNY - Investment Manager | IVO CAPITAL PARTNERS |
- Antoine MASPÉTIOL - Managing Director | EIFFEL INVESTMENT GROUP |
- Matteo SQUILLONI - Head of Southern Europe - Equity Investments | EIF |
Moderator(s): |
- Jeffrey GRIFFITHS - Partner | CAMPBELL LUTYENS |
17:30 / 18:00 - Conference Room #1 (Level 0 - Croisette)
Session in partnership with SPAINCAP
Focus
This session will update the audience on the investment climate & outlook
- Why Spain? Key markets trends in investment strategies.
- New dynamics - what can PE do for sellers right now?
- Value creation - where are GPs focusing attention operationally to weather the macro headwinds?
- The future - what are the expectations for the year ahead?
Watch the replay:
Speaker(s): |
- Maite BALLESTER - Managing Partner | NEXXUS IBERIA |
- Juan LEACH - Founding Partner | MIURA PARTNERS |
- Álvaro MARIÁTEGUI - Founding Partner | NAZCA CAPITAL |
- Íñigo SÁNCHEZ-ASIAÍN - Founding Partner | PORTOBELLO CAPITAL |
Moderator(s): |
- José ZUDAIRE - Managing Director | SPAINCAP |
17:30 / 18:00 - Conference Room #2 (Level 0 - Croisette)
Panel
This session considers the emerging trend for GPs to gain fresh capital and asks, when are they ready to sell a stake in their businesses?
- Which GPs to target? (relatively new managers, mid-market players challenged by platforms…).
- Securing the alignment of interest of the GPs and their LPs in these deals (cash out vs new money).
- GP-stakes session description about the growth/institutionalization of private markets.
Watch the replay:
Speaker(s): |
- Dominique GAILLARD - President | ARMEN |
- Tiffany JOHNSTON - Managing Director | BLUE OWL CAPITAL |
- Anthony MANISCALCO - Managing Partner | INVESTCORP STRATEGIC CAPITAL GROUP |
Moderator(s): |
- Antoine DRÉAN - Founding Partner | MANTRA INVESTMENT PARTNERS |
18:00 / 18:30 - Conference Room #1 (Level 0 - Croisette)
Closing Remarks
Speaker(s): |
- Claire CHABRIER - President | FRANCE INVEST |
Summits & Meetups
12:00 / 14:30 - Summit Room (Level -1 - Croisette)
More information soon...
15:00 / 17:00 - Summit Room (Level -1 - Croisette)
More info soon...
17:30 / 19:30 - Summit Room (Level -1 - Croisette)
More info soon...
Networking events
08:00 / 09:15 - La Plage du Festival
An invitation-only event, sponsored by Ardian.
08:00 / 09:15 - Carlton Beach
An invitation-only event.
13:00 / 14:00 - Speakers Lunch Room (Level 0 - Croisette)
An invitation-only event, sponsored by BNP Paribas.
18:15 / 20:15 - Lounges (Croisette East, Croisette West, Rotonde, Palais and Lerins)
A social event sponsored by
In partnership with
18:30 / 20:30 - Level 0 - Croisette
A social event, with the presence of AIFI (IT), BVCA (BG), BVK (DE), DVCA (DK), France Invest (FR), FVCA (FI), LPEA (LU), NVCA (NO), NVP (NL), SECA (CH), Spain CAP (ES), SVCA (SE).
20:00 / 22:00 - InterContinental Carlton Beach Club
An invitation-only event, sponsored by:
22:00 / 00:00 - Bisous Bisous Club
An invitation-only event from 22:00 to 00:00. Open to all IPEM participants after 00:00.
Sponsored by Ontra, PitchBook, SS&C Intralinks, and in partnership with Benhamou Global Ventures, Breega, and Isomer Capital.
23:00 / 02:00 - IPEM Beach Club, sponsored by NATIXIS
Come have a good time with us, before the last day of the event, at this beach party that is open to all the participants of IPEM 2022!
00:00 / 05:00 - Bisous Bisous Club
NEW! Showcase area
09:30 / 10:30 - Keynote Stage (Level 0 - Croisette)
By
The panelists will discuss the challenges and actions private equity firms can take to build a climate strategy – that supports the decarbonization of their portfolio companies, while identifying investment opportunities that'll thrive in the low-carbon economy.
Watch the replay:
Speaker(s): |
- Anne-Laurence ROUCHER - Deputy CEO & Head - Development, Finance & Operations | MIROVA |
Moderator(s): |
- Marie-Anne VINCENT - VP Climate Finance | SWEEP |
09:30 / 10:30 - Demo Room #2 (Level 0 - Croisette)
By
We will expose the business tools to dematerialize the management of shares. The creation of opposable proofs of the movements of securities. The role of a central private equity depositary. Open possibilities for liquidity. Links with the organization of shareholders' meetings (voting rights).
Moderator(s): |
- Simon DE CHARENTENAY - Co-Founder, CEO | MONJURIDIQUE.INFOGREFFE |
09:45 / 10:30 - Demo Room #1 (Level 0 - Croisette)
By
THL invests in middle market growth companies exclusively within selected Identified Sector Opportunities (ISOs) in three industry groups: Financial Technology & Services, Healthcare, and Technology & Business Solutions. We partner with management teams to build great companies of lasting value and strive to generate superior returns for our investors. Our Automation Fund in our Technology & Business Solutions industry group invests in partnership with the flagship strategy in automation companies across diverse end markets.
Speaker(s): |
- Tyler GRIFFITH - Managing Director, Investor Relations | THOMAS H. LEE PARTNERS |
- MIKE KACZMAREK - Managing Director | THOMAS H. LEE PARTNERS |
10:45 / 11:45 - Keynote Stage (Level 0 - Croisette)
By
The IPCC reports keep insisting on the climate emergency: “the house is burning". To limit global warming to 2°C, CO2 emissions must be significantly and rapidly reduced. In 2021, the 750 billion € spent worldwide on clean energy and energy efficiency is still not enough. Energy market prices have reached record levels in 2022, weakening all global economic players.
PERFESCO (a subsidiary of EDF - a leading energy player), deploys "turnkey" decarbonization solutions for industrial customers. Perfesco manages the studies, finances the projects on its balance sheet and then repays itself through the generated and measured savings. Thus, Perfesco provides industrial companies with the possibility to accelerate their decarbonization programs and carry out "Capex orphan" projects.
Perfesco will develop this approach with the example of a project implemented at Toyota, which will bring its live testimony on cooperation and CO2 savings.
Watch the replay:
Speaker(s): |
- Philippe DELLACHERIE - Purchasing Assistant Manager | TOYOTA MOTOR MANUFACTURING FRANCE |
Moderator(s): |
- LAURENT KRAIF - CEO | PERFESCO |
11:30 / 13:00 - Demo Room #1 (Level 0 - Croisette)
By
The art market is an attractive source of diversification and alpha generation for investors. The global value of art and collectables is ~$1.7T, making it one of the largest unsecuritized private asset classes. Contemporary art has appreciated at a decades-long annualized rate of 13.8%, compared to a return of 10.2% for the S&P 500. Art also serves as a unique portfolio diversifier with low correlation to most major asset classes, low correlation to changes in interest rates, and price appreciation that has historically outpaced gold in inflationary environments. We will discuss how the market characteristics of art and its unique diversification profile are relevant in today's market environment.
MWC Group is a global private markets firm that supports diversified art-investment solutions and education to institutional investors, including family offices, endowments, and foundations. Founded by Masterworks, the leading art-investment platform for self-directed investors, the Group aims to become the conduit for advisors and institutional investors to access the art market.
Speaker(s): |
- Allen SUKHOLITSKY - Chief Investment Officer | MWC GROUP |
11:30 / 13:00 - Demo Room #2 (Level 0 - Croisette)
By
Interactive experts discussion | Management Package Update: Latest trends on incentives, individual tax aspects, investment structuring and governance.
This discussion will be moderated by Christophe Leclerc, Partner at Accuracy, Isabelle Cheradame and Jerome Commerçon, Managing Partner and Partner respectively at Scotto Partners, and will be followed by a Wine & Cheese cocktail reception at the Accuracy stand.
Speaker(s): |
- Isabelle CHERADAME - Managing Partner | SCOTTO PARTNERS |
- Jérôme COMMERÇON - Partner (Tax) | SCOTTO PARTNERS |
- Christophe LECLERC - Partner | ACCURACY |
12:00 / 13:00 - Keynote Stage (Level 0 - Croisette)
By
Carbometrix will present solutions to monitor carbon performance: to easily embark GPs' portfolio companies in the calculation of their full carbon footprint and to monitor the financed emissions at LP, GP and fund levels.
Watch the replay:
Speaker(s): |
- Christian COUTURIER - Co-Founder | CARBOMETRIX |
14:00 / 15:00 - Keynote Stage (Level 0 - Croisette)
By
How will DeFi* reshape the private equity industry? What are the opportunities arising from the development of Web 3.0 for both GPs and LPs? How will it affect distribution strategies, fundraising, and the investment process in general? This keynote will venture into the unchartered territory of the upcoming blockchain-based internet and offer forward-thinking insights on how to navigate it successfully.
*Decentralized Finance
Watch the replay:
Speaker(s): |
- Réda BERREHILI - Founder & CEO | KLUB |
Moderator(s): |
- Rémi PESSEGUIER - Managing Director | SINGULIER |
14:00 / 15:00 - Demo Room #1 (Level 0 - Croisette)
By
Large corporations are deploying AI-based solutions to equip their employees with deeper insights, enhancing the "human in the loop”, and delivering value-add services to their customers. These solutions, however, often suffer from biases, transparency or privacy issues. Growing concerns have emerged as risk areas for the enterprise, and impending regulations have concretized the threat for many executives. How can enterprises properly source, treat and clean their data? How can they secure and protect that data from privacy concerns? And what kind of governance practices are required to mitigate against model drift, black box concerns or transparency risks?
BGV is a founding member of the Ethical AI Governance Group (EAIGG), an industry-wide association of entrepreneurs, investors and enterprise executives committed to sharing practical insights and adopting responsible AI governance practices across our industry. This session will explore efforts to open source best practices for Ethical AI governance.
Speaker(s): |
- Emmanuel BENHAMOU - Managing Director | ETHICAL AI GOVERNANCE GROUP (EAIGG) |
- Eric BUATOIS - General Partner | BGV |
- Olivia GAMBELIN - Founder | ETHICAL INTELLIGENCE |
- Giovanni LEONI - Global Head of Algorithmic and AI Ethics | INTER IKEA GROUP |
Moderator(s): |
- Sarah BENHAMOU - Principal | BGV |
14:00 / 15:00 - Demo Room #2 (Level 0 - Croisette)
With the contribution of
14:00: Welcome and panel - what is really at stake when it comes to impact investing for GPs and LPs?
14:30: Networking coffee.
Speaker(s): |
- Elodie DONJON - Senior Investment Manager | EIF |
- Machtelt GROOTHUIS - Partner, Co-founder | RUBIO IMPACT VENTURES |
- Natalia REY VIDAL - Principal | SWEN CAPITAL PARTNERS |
Moderator(s): |
- Nicolas CELIER - President | RING CAPITAL |
15:30 / 16:30 - Demo Room #2 (Level 0 - Croisette)
By
Guy Deillon will expose the opportunities and challenges related to investments in Switzerland, in particular from a legal and tax point of view.
Moderator(s): |
- Guy DEILLON - Associated Partner | PRAGER DREIFUSS |
15:30 / 16:30 - Demo Room #1 (Level 0 - Croisette)
With the contribution of
How global crises are reshaping African economies and opportunities for private equity.
Yesterday's Covid pandemic, today's energy crisis, soaring interest rates, supply chain disruptions... the accumulation of global shocks is forcing countries on the continent to rethink their supply chain, their food security and, more broadly, their economic sovereignty. These are all opportunities for economic operators - and the capital investors that accompany them - in import substitution and domestic production: in health, agri-food, construction, renewable energies, etc. Europe, which is seeking to shorten its value chains, will have to turn more to Africa, the last continent on the planet to benefit from a demographic transition and the rise of new generations of consumers.
Speaker(s): |
- Neil BROWN - Partner, Head of Investor Development Group | ACTIS |
- Sylvain MAKAYA - Partner | EURAZEO |
- Nicholas VICKERY - Global Head, Private Equity Funds | INTERNATIONAL FINANCE CORPORATION (IFC) |
- Andre WAGNER - Managing Partner & Co-Head of SPE Capital Europe | SPE CAPITAL EUROPE SAS |
Moderator(s): |
- Gaëlle ARENSON - Editor in Chief | JEUNE AFRIQUE BUSINESS+ |
15:30 / 16:30 - Keynote Stage (Level 0 - Croisette)
By
It is common knowledge that cyberattacks, such as ransomware or data breaches, can destroy value and even lead to bankruptcy. After providing an update on the cyber threat landscape and on the latest cybersecurity-related regulatory initiatives, we will discuss how investors can manage the cyber risks of their acquisitions and how to better integrate cybersecurity in the investment lifecycle, starting with cybersecurity due diligence. The keynote will conclude with a discussion on cybersecurity best practices and how a strong cybersecurity posture can contribute to value creation.*
Watch the replay:
Speaker(s): |
- Thomas HUTIN - Senior Managing Director & Head of Cybersecurity France | FTI CONSULTING |
17:00 / 18:00 - Demo Room #2 (Level 0 - Croisette)
By
Psychological health at work, well-being at the workplace, and experienced leaders dedicated to business transformation : 3 complementary strengths to create more value.
Speaker(s): |
- Roman COSTE - General Manager | KARDHAM |
- David MAHÉ - CEO | HUMAN & WORK |
- Philippe SOULLIER - CEO | VALTUS |
Moderator(s): |
- François PICARLE - Partner | GENEO CAPITAL ENTREPRENEUR |
17:00 / 18:00 - Keynote Stage (Level 0 - Croisette)
By
In the past years, private equity has made significant strides in gender diversity – especially in junior-level roles. This new generation is always looking for role models and inspirational, meaningful stories from women leaders in the industry. This session will stage women who will share their personal journeys as founders or partners and comment on the role they want to play for the younger generation of PE professionals…
Watch the replay:
Speaker(s): |
- Dorothée CHATAIN - Partner | 21 INVEST |
- Caroline FOLLEAS - Partner | MÉRIEUX EQUITY PARTNERS |
- Fanny LETIER - Founding Partner | GENEO CAPITAL ENTREPRENEUR |
- Monika NACHYLA - Partner, Head of ESG, Head of IR | ABRIS CAPITAL PARTNERS |
- Zoe YEO - Partner | HEADWAY CAPITAL PARTNERS |
Moderator(s): |
- Emily PENNEC - Partner | MAYER BROWN |
17:00 / 18:00 - Demo Room #1 (Level 0 - Croisette)
By
Early-stage investing combines attractive returns and resilience to crisis. It is the moment to catch this opportunity.
Speaker(s): |
- Marc MÉNASÉ - Founding partner | FOUNDERS FUTURE |
- Elizabeth ROBINSON - Co-founder, Vice-chairman of the board | INDACO VENTURE PARTNERS SGR |
- Davide TURCO - Co-founder, Managing Partner | INDACO VENTURE PARTNERS SGR |
Moderator(s): |
- Thomas BAJAS - Chief of Staff | FOUNDERS FUTURE |
Powertalks
09:30 / 10:00 - Conference Room #1 (Level 0 - Croisette)
Opening Discussion
This keynote debate will explore how LPs can deliver enhanced diversification and risk-adjusted returns, by considering how alternatives (and private markets) fit within an allocation model.
- What are the key challenges facing portfolio construction today?
- How can LPs improve agility with their allocation?
- Where do alternatives and private markets fit?
Speaker(s): |
- Guy LODEWYCKX - Head of Multimanagement – Amundi Real Assets | AMUNDI REAL ASSETS |
- Garvan MCCARTHY - CIO Europe and AMEA | MERCER INVESTMENT SOLUTIONS |
- Alona PONOMAREVA - Principal Portfolio Manager, Private Markets | WORLD BANK PENSION |
Moderator(s): |
- Cameron JOYCE - SVP, Deputy Head of Research Insights | PREQIN |
10:00 / 10:15 - Conference Room #1 (Level 0 - Croisette)
Presentation
An update on the latest LP trends.
Speaker(s): |
- François AGUERRE - Partner, Co-Head of Investment | COLLER CAPITAL |
10:00 / 10:45 - Conference Room #2 (Level 0 - Croisette)
Panel
Just because an LP is impact-driven does not mean they prioritise the same impact criteria as the next. This variance adds complexity for GPs seeking to access impact capital and understand LP requirements in this arena.
- Are GPs playing catchup with LPs’ expectations?
- What has been the experience of impact GPs fundraising in this environment?
- What advice would they give to new funds looking to raise impact capital?
Speaker(s): |
- Candice BRENET - Head of Sustainability | ARDIAN |
- Baudouin D'HÉROUVILLE - Partner, Head of Midcap | INITIATIVE & FINANCE |
- Jan Erik SAUGESTAD - CEO | STOREBRAND ASSET MANAGEMENT |
Moderator(s): |
- Persefoni NOULIKA - Director | BLACKROCK PRIVATE EQUITY PARTNERS |
10:15 / 11:00 - Conference Room #1 (Level 0 - Croisette)
Panel
Agility allows investors to adapt to market trends and respond to opportunities. But operating a wide range of investment strategies can be challenging within private markets. This panel considers how LPs approach how to invest their private markets allocation:
- What can be achieved with an agile approach to private markets?
- How can the investment process be designed to succeed?
- What have been the lessons learned?
Speaker(s): |
- Marleen DIJKSTRA - Principal | ALPINVEST |
- Louis FLAMAND - Director, Head of Europe & Asia Private Equity | METLIFE INVESTMENT MANAGEMENT |
- Nathalie VON NIEDERHAEUSERN - Managing Director | BLACKROCK PRIVATE EQUITY PARTNERS |
- Dadong YAN - Portfolio Manager | MASSMUTUAL FINANCIAL GROUP |
Moderator(s): |
- Tim HAMES - Consultant | 17CAPITAL |
10:45 / 11:15 - Conference Room #2 (Level 0 - Croisette)
Panel
LPs agree that diversity matters. Research shows the positive impact of diverse management teams and organisations on financial performance.
- How should GPs meet the expectations of their investors on this issue?
- Is the PE industry raising the bar?
- What are the success stories?
Speaker(s): |
- Elena LALEH - Managing Director | KLINE HILL PARTNERS |
- Patricia MILLER ZOLLAR - Managing Director | NEUBERGER BERMAN |
- Helen STEERS - Partner | PANTHEON |
Moderator(s): |
- Laura WEST - Head of Membership | BVCA |
11:00 / 11:45 - Conference Room #1 (Level 0 - Croisette)
Panel
Wealth managers report growing interest from clients for private equity. Yet the traditional route is fraught with daunting due diligence and compliance hurdles, but is that changing?
- Appetite for the asset class in an inflationary environment.
- How to design client solutions for this investor type.
- In what type of product is there growing demand?
- What areas of private markets are well (or poorly) suited?
Speaker(s): |
- Marco BIZZOZERO - Head of International & Member of the Executive Committee | ICAPITAL |
- Theo DELIA RUSSELL - Deputy Head Private Banking Division | MEDIOBANCA |
Moderator(s): |
- Christophe BAVIÈRE - Member of Eurazeo Executive Board, Senior Managing Partner & Head of Investment Partners | EURAZEO |
11:15 / 11:30 - Conference Room #2 (Level 0 - Croisette)
Presentation
An introduction to a fundamentally new approach to private equity with purpose.
Speaker(s): |
- Marc ROMANO - Head of Impact Private Equity | MIROVA |
11:30 / 12:00 - Conference Room #2 (Level 0 - Croisette)
Presentation
Investing toward a world where humanity is net positive to nature.
How to address climate change through investments in disruptive deep tech.
Speaker(s): |
- Tom CHI - Founding Partner | AT ONE VENTURES |
11:45 / 12:15 - Conference Room #1 (Level 0 - Croisette)
Panel
This session will explore how and why family offices are increasing their exposure to private markets.
- What is driving interest in this asset class?
- How do they build a network to source fund investments?
- What fund selection criteria are prioritised?
- Attitudes toward co-invest and direct opportunities.
Speaker(s): |
- Nancy CURTIN - Partner, Group Chief Investment Officer and Head of Investment Advisory | ALVARIUM INVESTMENT |
- Francesc MARTÍNEZ BAILAC - Alternative Investments Director | ORILLA ASSET MANAGEMENT |
- Stephen WYPRYSKY - Private Markets Portfolio Manager | SACKVILLE CAPITAL |
Moderator(s): |
- Antoine COLSON - CEO and Managing Partner | IPEM |
12:00 / 12:15 - Conference Room #2 (Level 0 - Croisette)
Practical experiences in implementing energy efficiency within a PE portfolio.
Speaker(s): |
- Olivier PAQUIER - Head of Business Development and ESG | AMUNDI REAL ASSETS |
12:15 / 13:00 - Conference Room #1 (Level 0 - Croisette)
Panel
Co-investment rights may have become a staple request of LPs during due diligence. Exercising those rights is a different matter. This panel explores what it takes to run a co-investment programme successfully.
- How are LPs building the capability to evaluate these deals?
- Does the appetite exist to be more active in co-investment?
- Lessons learned - when is it something to avoid?
Speaker(s): |
- Gabriele BALAGNA - Head of Private Assets | LE CONSERVATEUR |
- Francesco DI VALMARANA - Partner, Secondaries | PANTHEON |
- Matthias REICHERTER - Partner, CIO | GOLDING CAPITAL |
Moderator(s): |
- Oliver SCHUMANN - Managing Director - Co-Investments | CAPITAL DYNAMICS |
12:15 / 12:35 - Conference Room #2 (Level 0 - Croisette)
Case Study #2
A real-life example from a portfolio company where employees had a stake in the successful growth of a business.
Speaker(s): |
- Médéric GAILLARD - Partner | ALBAREST PARTNERS SAS |
12:35 / 13:00 - Conference Room #2 (Level 0 - Croisette)
Ideas for how and why investors can introduce circular economy principles within their portfolio.
Speaker(s): |
- Aymeric JUNG - Managing Partner | QUADIA |
- Josep SEGARRA - Senior Investment Manager | QUADIA |
14:00 / 14:45 - Conference Room #1 (Level 0 - Croisette)
Panel
Research suggests that small and mid-cap buyout funds provide great potential for outperformance. This is a sizeable market segment for LPs to monitor.
- What steps should they take to back the right managers?
- What are the operational capabilities to look for in GPs?
Speaker(s): |
- Rainer EFFINGER - Managing Director | NORD HOLDING |
- William GUILLOUX - Partner - Head of Investment Team | CEDRUS & PARTNERS |
- Nina KRAUS - Principal, Fund Investments | HAMILTON LANE |
Moderator(s): |
- Fay MARGO - CEO | BRACKENDALE CONSULTING |
14:00 / 14:45 - Conference Room #2 (Level 0 - Croisette)
Panel
Global demographic trends are incompatible with current food systems. Private capital has the potential to unlock bold innovation, sustainable practices and new habits that will reform how the world feeds itself. This session will convene investors to examine this investment theme's key trends.
Speaker(s): |
- Laura ALBERGA-BERENDSEN - Director | RABOBANK |
- Jeremy ALUN-JONES - Chief Operating Officer | CIBUS FUNDS |
- Thomas ESPIARD-CIGNACO - President & Managing Director | CAPAGRO VC |
- Maxime VANDONI - CEO | UNIGRAINS |
Moderator(s): |
- Camille KRIEBITZSCH - Partner, co founder | EUTOPIA |
14:45 / 15:30 - Conference Room #1 (Level 0 - Croisette)
Panel
The debate around PE outperformance continues to draw attention. For LPs seeking to actively adjust portfolios to sustain returns, it is critical to understand where the pockets of value lie across the spectrum of private capital strategies now on offer.
- How do investors manage their PE exposure?
- How do LPs continue to identify managers with the potential to outperform?
- Is it time to rethink allocations to PE?
Speaker(s): |
- Amy JUPE - Executive Director, Alternative Investments and Manager Selection Group | GOLDMAN SACHS |
- David MULLOCK - Portfolio Manager, Private Equity | BP INVESTMENT MANAGEMENT |
- Mayur SHAH - Managing Director, Private Equity Investments | GCM GROSVENOR |
- Björn WALTMANS - Managing Director Alternative Investments | WILSHIRE |
Moderator(s): |
- Sachin KHAJURIA - Founder & Chief Investment Officer | ACHILLES MANAGEMENT |
14:45 / 15:15 - Conference Room #2 (Level 0 - Croisette)
How to invest in education and track the impact it creates.
Speaker(s): |
- Marie-Christine LEVET - Co-Founder & Partner | EDUCAPITAL |
- Laurence MEHAIGNERIE - Founder & Partner | CITIZEN CAPITAL |
15:15 / 15:45 - Conference Room #2 (Level 0 - Croisette)
How can private equity be a force for good? This panel considers different approaches to creating sustainable impact.
Speaker(s): |
- Benjamin REVILLON - Managing Partner and CIO | BEX CAPITAL |
- Frédéric THÉRET - Chief Development Officer | FONDATION DE FRANCE |
15:30 / 16:15 - Conference Room #1 (Level 0 - Croisette)
Panel
Once exclusively for institutional investors, the tide may be changing that will make distribution a more important fundraising channel.
- Is PE a good investment product for retail investors?
- What has been the experience in France - and does it present an example for Europe?
- What demand is expected from retail investors - and what is the growth trajectory?
Speaker(s): |
- Gorka GONZALEZ - Head of Retail Business | BPIFRANCE FUNDS INVESTMENTS |
- Marie JACOT-CARDOEN - Global Head of Distribution | EDMOND DE ROTHSCHILD PRIVATE EQUITY |
- Frederik MEHEUS - Managing Director, Head of Commercial | MOONFARE |
- José Luis SEGIMÓN DE MANZANOS - Global Head of Private Markets | BBVA |
Moderator(s): |
- Nick FITZPATRICK - Group Editor | FUNDS EUROPE |
15:45 / 16:15 - Conference Room #2 (Level 0 - Croisette)
Putting policy into practice is easier said than done. Hear how one firm succeeded.
Speaker(s): |
- Elina BERREBI - Founding Partner | REVAIA |
16:15 / 16:30 - Conference Room #1 (Level 0 - Croisette)
Keynote /
Speaker(s): |
- Antoine COLSON - CEO and Managing Partner | IPEM |
Summits & Meetups
09:30 / 14:00 - Summit Room #2 (Level 2 - Lerins)
Sponsored by
9:30 Welcome coffee
9:45 Introduction to the life science summit
Technological acceleration has de-risked the industry, but how can investors find opportunities in the market through specialist fund managers?
10:00 Panel / State of the European biotech market – a technological revolution
The biotech industry has recently experienced a revolution as advancements including mRNA vaccines, gene therapies, and regenerative medicine reach the market. The acceleration has been powered by technology as AI helps to play its part in the maturity of the market. This session will explore the changing risk perception of biotech from a panel of investors and how the perception has evolved from the boom and bust image of the past.
10:45 Networking break
11:15 Panel discussion: Choosing the right biotech manager
How can LPs reduce their risk exposure in the biotech industry by investing in the right GP? Specific expertise is required to understand the investment thesis and exit routes available to create value for LPs.
12:00 Concluding remarks
12:15 Networking lunch
Speaker(s): |
- Joe ANDERSON - Partner | SOFINNOVA PARTNERS |
- Cédric BISSON - Partner | TERALYS CAPITAL |
- Éric DE LA FORTELLE - Managing Partner | CATHAY CAPITAL |
- Staffan LINDSTRAND - Partner | HEALTHCAP |
- Søren MØLLER - Managing Partner | NOVO HOLDINGS A/S |
- Jan VAN DEN BOSSCHE - Partner - Life Sciences | ANDERA PARTNERS |
- Raphaël WISNIEWSKI - Partner | ANDERA PARTNERS |
Moderator(s): |
- Nicola DI GIOVANNI - Partner | SKADDEN |
- Jan VAN DEN BOSSCHE - Partner - Life Sciences | ANDERA PARTNERS |
09:30 / 14:00 - Summit Room #1 (Level 1 - Riviera)
Sponsored by
9:30 Welcome coffee
9:45 Introduction
10:00 Roundtables / What levers can align portfolio activity with ESG criteria?
Now that ESG is mainstream, every infrastructure fund is meeting a minimum threshold required on paper to manage LP capital. But how does the industry adapt traditional incentives to ensure words become action? This roundtable session will feature small discussion groups and consider how GP and company remuneration can be aligned with investment and management behaviour that is really required to move the needle.
Questions under consideration:
- How can existing remuneration/incentive policies be adapted to incorporate ESG conditions?
- How can these approaches be adapted for different sectors?
- Feedback summary - what are the conclusions of each group about practical steps to action?
10:45 Networking break
11:15 Debate / Will renewables deliver the energy transition?
This debate will feature two contrasting views on the methods by which the US and European economies can transition from fossil fuels. One school of thought believes renewables are the answer, whilst the other argues that bolder investment in alternative sources such as nuclear will be required.
11:45 Investment Spotlight / Hydrogen
The appeal of hydrogen is clear but the sector is still rapidly emerging with limited bankable projects. Much of the investment activity to date has provided growth opportunities, such as hydrogen fuel cells, rather than traditional infrastructure. In this session, we feature three investment opportunities across the hydrogen value chain to better understand the technology and investment potential for infrastructure players, namely:
- Heavy-duty transport
- Storage
- Green steel
12:15 Networking break
12:30 Panel / Sharing development and industrial risk
Ever-increasing capital flows into private infrastructure have increased competition, put pressure on returns, and created a well-understood expansion of the investment universe. As funds move up the value chain to continue to meet returns expectations, they are confronted with how to get comfortable with a new risk profile. One solution is to share development risk with like-minded investors, a familiar structure for industrial developers, that needs reimagining for the private funds' context. For the first time, this panel at IPEM will debate how fund managers must adopt bold new ideas of partnership to invest alongside each other in order to manage risk effectively.
The discussion will be followed by a lunch, where like-minded funds can consider fresh perspectives on how best to share development risk in their deal flow.
13:00 Summit ends / networking break
Speaker(s): |
- Pierre BENOIST D'ANTHENAY - Head of EDF Invest | EDF INVEST |
- Fabrice DUMONTEIL - Founder / chairman | EIFFEL INVESTMENT GROUP |
- Jake ERHARD - Partner | |
- Laurent FAYOLLAS - Senior Managing Director at Ardian Infrastructure | ARDIAN |
- Jakob GROOT - Partner | COPENHAGEN INFRASTRUCTURE PARTNERS |
- Javier MELLADO - Partner at Alantra Solar Energy | ALANTRA |
- Ville POUKKA - Managing Partner | CAPMAN |
- Sheila STEFANI - Responsible Investment Manager | TPT RETIREMENT SOLUTIONS |
- Saket TRIVEDI - Partner, Energy | CUBE INFRASTRUCTURE MANAGERS |
Moderator(s): |
- Alexis HOJABR - Partner | WHITE & CASE |
- Frédéric PALANQUE - Managing Director | CONQUEST |
- Delphine SZTERMER - Partner | ACCURACY |
14:30 / 15:30 - Summit Room #2 (Level 2 - Lerins)
Sponsored by
The concluding meetup at IPEM will bring together heads of communications and marketing for networking and discussion on the latest trends in building brands in private capital.
Networking events
13:00 / 14:00 - Speakers Lunch Room (Level 0 - Croisette)
An invitation-only event, sponsored by BNP Paribas.
13:00 / 14:00 - Majestic Beach
An invitation-only social event.
16:30 / 20:00 - Lounge Rotonde (Level 1 - Riviera)
IPEM Sunset Bash - Grand Closing Party
NEW! Showcase area
09:30 / 12:30 - Keynote Stage (Level 0 - Croisette)
By
KEYNOTE
8:30-9:30 (60 min’) Zoom Connection
8:50-9:30 (40 min’) Guest Speakers Check-in
9:15-9:30 (15 min’) Welcoming
9:30-10:15 (45 min’) Opening Addresses
10:15–10:55 (40 min’) Session 1 - The future of China's economy: RMB internationalization and digital currency
Post covid: what's next for the global economy? EU economy is gradually recovering after the reopening of covid-related lockdowns. Meanwhile, as China gradually improves the quality of its economic development and the level of its openness, RMB is playing an increasingly significant role in cross-border payments. Europe and Asia as the two major components of the global economy, how will the future go?
10:15-10:35 (20 min’ ) Presentation
10:35-10:55 (20 min’) Panel Discussion
10:55–11:00 (5 min’) Session Break
11:00–12:15 (75 min’) Session 2 - China-EU cooperation in private equity and investments in third countries
In a world undergoing profound changes, healthy and stable China-EU relations can help counter the uncertainty of the global economic stage, and will be conducive to global development and prosperity. Going forward, what are the top lines in the Chinese and European capital markets and what are the investment opportunities in the third-world countries' markets?
11:00-11:30 (30 min’ ) Presentation
11:30-12:15 (45 min’) Panel Discussion
12:15-12:30 (15 min’) Conclusion
Speaker(s): |
- Stéphane AVER - Founder | AAQIUS |
- Bruno CABRILLAC - Deputy Director General of Research and International Relations | BANQUE DE FRANCE |
- Shi CHENG - Chief Economist | ICBC INTERNATIONAL |
- Juergen GERKE - CEO & Founder | BLUESHELL CAPITAL GMBH |
- Pascal GONDRAND - Director of China | BUSINESS FRANCE |
- Liqin HE - General Director | BANK OF CHINA PARIS BRANCH |
- Liange LIU - Chairman | BANK OF CHINA |
- Jean-Hervé LORENZI - President | LE CERCLE DES ÉCONOMISTES |
- Jean Pierre RAFFARIN - Chairman & Former French Prime Minister | FPI |
- Fanglu WANG - Senior Managing Director | CITIC CAPITAL |
- Feng ZHAO - Managing Director, Investor Relations | LBO FRANCE |
- Chengjun ZHOU - Director of the Finance Research Institute | THE PEOPLE'S BANK OF CHINA |
Moderator(s): |
- Arnaud DE BRESSON - CEO & Managing Director | PARIS EUROPLACE |
- Serge DEGALLAIX - CEO | FPI |
- Jean-Charles SIMON - Managing Partner | SIMON ASSOCIÉS |
09:30 / 11:30 - Demo Room #2 (Level 0 - Croisette)
With the contribution of
Do you want to set up on climate change?
The collaborative Climate Fresk workshop will teach you the fundamental science behind climate change and help you understand the systemic nature of the challenges. It will be facilitated by INDEFI and is accessible to everyone interested to broaden their climate awareness. Test, deepen or share your knowledge so that we can take effective action together!
Moderator(s): |
- Clémence LAURENCEL - Senior Consultant | INDEFI |
10:00 / 11:00 - Demo Room #1 (Level 0 - Croisette)
With the contribution of
From fundamental to liquid strategies, the implications on our digital future, and why investors globally are adding Web 3.0 to their portfolio strategy.
Speaker(s): |
- Dominic BRIGGS - Co-Founder & General Partner | BLOCKWALL CAPITAL |
- Luc JODET - Partner | XANGE |
- Cyril PAGLINO - Partner & CEO | SHIFT CAPITAL |
- Fischer VIKTOR - Managing Partner | ROCKAWAY BLOCKCHAIN FUND |
Moderator(s): |
- Michael AMAR - Co-host | PARIS BLOCKCHAIN WEEK SUMMIT |
11:30 / 12:30 - Demo Room #1 (Level 0 - Croisette)
With the contribution of
Through a deep dive discussion with leading VCs and the European Space Agency, the “Investing in Space” panel looks into the investment landscape in the rapidly growing space sector. It aims to bridge the knowledge gap and provide interested LPs with a better understanding of the business and industry ecosystem as well as new models being developed. The panellists will dig into the investment climate, the exit landscape with the current SPAC situation, new technological breakthroughs and much more.
Speaker(s): |
- Chad ANDERSON - Managing Partner | SPACE CAPITAL |
- Charles BEIGBEDER - President | EXERGON |
- Luca DEL MONTE - Head of Industrial Policy and SME Division | ESA |
- Gianluca DETTORI - Partner & Chairman | PRIMO VENTURES |
- Olivier DUBUISSON - CEO | KARISTA |
Moderator(s): |
- Khaled ABOU ZAHR - Founder and Managing Partner | BARBICANE |
11:30 / 12:30 - Demo Room #2 (Level 0 - Croisette)
By
Newly appointed Country Chief Officer for Attractiveness and Digital Transition by HSH Prince Albert II, Frederic Genta’s new mission is to strengthen Monaco’s attractiveness.
Like the majority of countries in the world, the Principality of Monaco is experiencing an industrial revolution that comes along every 100 years. It has an impact on value creation mechanisms, economic growth of all sectors, and even our personal lives. Monaco is a city-state that derives a unique advantage from its size. It is a model based on attention to the needs and expectations of all: its residents, companies, investors, tourists… A community united to catch opportunities in this world, which is reinventing itself.
Moderator(s): |
- Frédéric GENTA - Member of Monaco Government in charge of attractiveness and digital transformation | PRINCIPALITY OF MONACO |