LP Strategies And Investor Relations Forum

12.00 - Registration and Networking Lunch Registration and Networking Lunch

13.00 - Chairman’s Opening Address Chairman’s Opening Address

13.15 - How Does Private Equity Compare To Other Asset Classes? Is Now The Right Time To Invest? Erik Kaas, Co-Head of Investment Solutions, Partners Group Comparing private equity growth to other key asset classes and assessing upcoming allocations Marking to market – building an accurate picture of private equity returns for investors What returns should be targeted moving forward? Aligning investments with current market conditions to capture the risk embedded in an investment Erik Kaas Co-Head of Investment Solutions, Partners Group Erik Kaas is a Partner, a member of the business development committee, co-head of the investment solutions business department and responsible for strategic client relationship development. Partners Group’s investment solutions team is globally responsible for investment origination, business development and client relationship management. He is also a member of EVCA (European Venture Capital Ass [read more]

13.45 - Reviewing Position Of LPs In 2009 – What Has Changed Over The Past Year, What Have The Repercussions Been And How Will The Industry React In Future? Jeremy Golding, Managing Partner, Golding Capital Partners Will LP defaults lead to a greater focus on endowments? Assessing the options for LPs who have over-committed Uncovering the implications of LP defaults for GPs and other investors What strategies are LPs putting in place for surviving the downturn? Jeremy Golding Managing Partner, Golding Capital Partners Jeremy Golding, a British national, is Founder and Managing Director of Golding Capital Partners based in Munich. Since 1999 he has grown Golding Capital Partners to become one of Germany’s leading investment managers for private equity fund of funds investments.Jeremy Golding looks back on a 20-year international career with leading multinational companies. Mr. Golding has lived and worked in Ger [read more]

14.15 - Critical Insights Into LP Strategies And Expectations Now The Private Equity Universe Has Changed Assessing the impact on portfolios – how will LPs react to write-downs and unclear valuations? What returns are LPs targeting into 2010 and how will this impact their investment strategy? Examining how LPs are engaging with their GPs and how expectations have changed How are LPs taking a more proactive role in protecting their assets?

14.45 - Best Practice IR Strategies For Changes In Dynamic: Constant And Clear Communication With LPs To Secure Further Funding Erik Kaas, Co-Head of Investment Solutions, Partners Group John Hess, CEO, Altius Associates Putting in place effective risk management strategies to ensure investor confidence Actively supporting current investments Enhancing your reporting strategies in line with Walker recommendations Increasing the focus on IR in order to build stronger relationships with your LPs Erik Kaas Co-Head of Investment Solutions, Partners Group Erik Kaas is a Partner, a member of the business development committee, co-head of the investment solutions business department and responsible for strategic client relationship development. Partners Group’s investment solutions team is globally responsible for investment origination, business development and client relationship management. He is also a member of EVCA (European Venture Capital Ass [read more] John Hess CEO, Altius Associates John A. Hess is a co-founder of Altius and has served as Chief Executive Officer since 1998 when the firm was formed. He is responsible for Altius’ relationships with a number of clients, and sits on Altius’ Investment Policy Committee. John is recognized as a thought-leader in private equity and contributes regularly to industry panels and periodicals. He has been involved in the financial servic [read more]

15.15 - Afternoon Networking Coffee Afternoon Networking Coffee

16.00 - Fundraising In The New Climate – How Will Current Conditions Affect The Fundraising Process? Reviewing fundraising performances in 2009 – which areas of private equity have seen the biggest change? Investigating the effects of multiple rolling closes on fundraising across the industry Dealing in a hostile environment - assessing the impact of smaller fund sizes on: Staff numbers Prestige Deal sizes Examining the growing trend in fund extensions and how expectations have been revised over the past year

16.30 - Bridging The Gap: Locating New Sources Of Funding In A Tough Fundraising Environment Robert Mason, Head of Private Equity Investments, Lord North Street Limited Examining the impact of the recession on your existing LP relationships and gauging to what extent you can rely on their continued support Tracking the success of fundraising strategies in 2009 and identifying key criteria for success Evaluating the benefits of working with a third party advisor to make contact with relevant LPs Robert Mason Head of Private Equity Investments, Lord North Street Limited Robert has responsibility for Private Equity investments within Lord North Street Ltd, a Private Investment Office with high net worth families, charities and endowments as clients.An Oxford graduate, Robert served 6 years in the British Army and in 1983 joined JPMorgan. In 1987 he launched the European Leveraged Transaction Group for JPMorgan and then in 1989 founded European Acquisition Capital, [read more]

17.00 - Will the Terms Of Trade Between LPs and GPs Change To Reflect The Changing Markets? Günther Skrzypek, Managing Partner, Augur Capital Gillian Brown, Head of Private Equity, British Airways Pension Investment Management Identifying the key drivers for a change in terms from both the LP and GP perspective Tracking the balance of power between GPs and LPs to determine the effect new terms will have on both parties Mapping the change in terns in line with economic change: will these changes be permanent or will they change when the market picks up? Günther Skrzypek Managing Partner, Augur Capital Günther completed a trainee program at Morgan Guaranty Trust (today J.P. Morgan), after having completed his studies in mathematics and business economics. After various management activities in corporate banking, corporate finance, and institutional sales, in 1989 he accepted the responsibility for the asset management business of JP Morgan for Germany and Central Europe and was appointed to the [read more] Gillian Brown Head of Private Equity, British Airways Pension Investment Management Gillian joined British Airways Pension Investment Management Ltd in March 2008 and is responsible for managing the private equity portfolios for the two British Airways pension schemes. She began her private equity career in 1987 when she developed and managed the private equity portfolio for the Greater Manchester Pension Fund. In the following years she spent time with William Mercer as a senior [read more]

17.30 - Chairman’s Closing Address Chairman’s Closing Address

17.45 - Drinks Reception Drinks Reception