Book now6th November 2008
8:30 Registration and coffee
9:00 Welcome
Introduction from Kimberly Romaine, Editor in Chief, unquote”
Performance update, (return and risk) from Daniel Schmidt, CEPRES
9:10 Chairman’s opening remarks
Clas Romander, Partner, DELPHI
9:20 Presentation: Uncovering approvals committees
Where do most deals fall through?
What does a company need nowadays?
If a company is healthy, then why might it still be ‘rejected’?
What does the future look like?
Johan Hultner, Head of Leveraged Finance Nordic Region, RBS
10:00 Panel: Convincing company owners to let you in
Managing vendor price expectations
Renegotiating ownership stakes
Acting like a trade buyer to win a deal
Moderator: Mikael Ahlström, Partner, PROCURITAS
Caspar Callerstrom, Partner, EQT PARTNERS
Harold Kaiser, Managing Partner, LITORINA KAPITAL
Christian Sievert, Managing Partner, SEGULAH
10:40 Presentation: Private equity’s relationship with public markets
What do we mean by ‘private equity’?
Falling share prices – perfect hunting ground for private equity deal flow?
Looking at public companies incentive for private equity investors
Obtaining debt for P2Ps
Potential and implications for a rise in PIPES
Alan MacKay, Partner, Global Head of Healthcare, 3i
11:10 Morning break and an opportunity to network
11:40 Presentation: Integrated Finance – New methods of funding
As the global credit crunch takes effect, what new financing methods may we
see throughout the Nordics?
What is integrated finance?
Pros – overcoming the J curve, current returns, certainty of execution,
management is able to retain a majority stake
Cons – less hands on, less private equity value added?
Mark Hammond, Head of Integrated Finance, BANK OF SCOTLAND
12:10 Panel: Secondaries: Opportunities in the downturn
Assessing the impact of credit crunch, i.e. slowing of distributions, new
accounting reporting rules, banks liquidity crisis, team spin offs
What is secondaries’ added value to PE investors in the current environment?
Recent evolution in pricing and types of secondaries
The outlook for private equity portfolio performance and the potential impact
on secondaries of directs
Moderator: Christophe Nicolas, Investment Director, GREENPARK CAPITAL
Bjarne Lie, Managing Partner, VERDANE CAPITAL
Andrew Sealey, Partner, CAMPBELL LUTYENS & CO. LTD
André Aubert, Principal, LGT CAPITAL PARTNERS
12:50 Lunch and an opportunity to network
13:50 Case study: Legal issues for investing in distressed debt funds
Examining distressed market trends
Utilising new instruments
Overcoming regulatory issues
Anders Lindström, Partner, DELPHI
14:20 Panel: Identifying hidden risks in portfolio companies
Best practices for entering new territories
The value of actionable intelligence
Looking at political and sectoral risks
Moderator: Kevin Braine, Associate Director Western Europe, CONTROL RISKS
Dr. Oliver Scholz, Director, EMEA, Corporate Investigations, CONTROL RISKS
David Aversten, Partner, DELPHI
15:00 Panel: Exiting and private equity’s relationship with trade buyers
Will extending holding periods necessitate new fund structures?
The effect of market conditions on boosting trade buyer strength
Preparing for a PE exit: the key issues to focus on
Comparing selling price of IPO exits to trade sales for the Nordic region
Secondary buyouts and trade buyer positioning
Gustav Bard, Managing Director, 3i
Lauge Sletting, Managing Partner, NORTH SEA CAPITAL
Fredrik Stromhölm, Partner, ALTOR EQUITY PARTNERS
15:40 Afternoon break and an opportunity to network
16:10 Case study: SafeRoad- Creating an industry leader through consolidation
• Rationale for investing in the infrastructure/traffic safety sector
• Developing and implementing a sound growth strategy
• Strategy for integration of acquired businesses
• Exiting to a PE buyer
Christian Melby, Partner, REITEN & CO
16:40 Panel: LP concerns in today’s uncertain market
Can you invest my money?
Evaluating investment strategy
Determining the effect of holding periods
Key characteristics to look for in a fund
