Capital Impact 2011 - Agenda Mondat 17th

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Monday, 17th October 2011 / Tuesday, 18th October 2011

07:30	Registration and Refreshments

09:00	Chair’s Opening Remarks by Day One Chair Jeffrey Leonard, Chairman, Emerging Markets Private Equity Association (EMPEA) and President & CEO, Global Environment Fund

09:10	Keynote Interview: Evaluating The Expectations and Potential Rewards of Long-Term Investment in Emerging Markets In today’s economic climate, are expectations of emerging market drivengrowth still reasonable and sustainable? Why should governments encourage private equity and venture capital in their pro-private investment agendas? How might long-term investment mitigate the effects of a possible double-dip global recession? Which aspects of long-term investment promise the greatest multiplier effects for emerging economies? What frameworks are necessary for encouraging local private equity industries that can overcome intrinsic market challenges? Richard Ogdon, Director and Member of the Management Board, Russian Direct Investment Fund (RDIF) Interviewer Courtney Fingar, Editor, fDi Magazine

09:40	Keynote Addresses and Discussion: Exploring the Transformative Power of Private Equity How can private equity serve as a value-added source of growth finance, particularly in underserved markets, sectors and companies? How do long-term investors work with local governments, regulators, sector leaders and company management to grow, create and expand markets? What metrics can be used to gauge private equity’s contribution to economic growth at the country level? Mustafa Abdel-Wadood, Chief Executive Officer, Abraaj Capital Limited Paul Fletcher, Senior Partner, Actis Sanjay Nayar, Chief Executive Officer, KKR India Advisors Pvt. Ltd Moderator Sarah Alexander, President and CEO, EMPEA

11:00	Networking and Refreshments Break

11:30	Plenary Case Studies: Portfolio Company CEO Perspectives on the Impact of Private Equity Investment What are the merits of a private equity partnership over other sources of capital? How do long-term investors support management success? What unique challenges can private equity backing introduce? How can they be overcome? How do the most successful partnerships navigate through difficulties? Charles Chapman, Managing Director, Umeme Slim Zeghal, CEO,, Altea Packaging Elias Nassif, President & CEO, Stanford Marine Group Moderator Basil Moftah, Global Head of Rapidly Developing Economies, Thomson Reuters

Presentations and Plenary Session: Regulatory Approaches to Long Term Investment Which reforms present the greatest challenges, and opportunities, to the growth of long-term investment in emerging markets? How might the recent wave of regulations shape the private equity industry? Could voluntary codes become more common in markets without mandated registration for fund managers? Are fund managers' efforts to communicate more effectively with regulators and the public positively influencing views of the asset class?
12:25	Opening Presentation: Regulatory Approaches to Long Term Investment – Brazil’s Perspective Luciana Pires Dias, Commissioner, Securities & Exchange Commission, Brazil
12:35	Regulatory approaches to long-term Investment – the South African Perspective Olano Makhubela, Chief Director, Financial Investments and Savings, Financial Sector Policy, National Treasury, Republic of South Africa
12:45	Panel Discussion: Regulatory Approaches to Long Term Investment Luciana Pires Dias, Commissioner, Securities & Exchange Commission, Brazil Olano Makhubela, Chief Director, Financial Investments and Savings, Financial Sector Policy, National Treasury, Republic of South Africa Jordan Urstadt, Director and General Counsel, Capital Dynamics Moderator Geoffrey Kittredge, Partner, Debevoise & Plimpton LLP

13:30	Networking Lunch

Breakout Session 1: Driving Performance through Long-term Capital
14:30	Stream 1: Impact on Investor Capital How important are emerging markets to an investor’s asset allocation strategy? Should long-term investment be treated as a distinct asset class and what advantages do long-term investment structures offer against listed equities? How has private equity investment in emerging markets performed relative to other asset classes? How do investors gauge absorptive capacity in emerging markets? Are any markets over-penetrated today, and if so, how is performance being affected? John Breen, Former Vice President, Private Investments and Global Head of Private Equity Funds & Secondaries,, Canada Pension Plan Investment Board Jean Eric Salata, CEO, Baring Private Equity Asia Robert Stefanowski, Chairman and Managing Partner, 3i Asia and The Americas Shemara Wikramanayake, Group Head, Macquarie Funds Group Moderator Peter Cornelius, Chief Economist, AlpInvest Stream 2: Impact on Communities Beyond increased employment, how can long-term investment improve quality of life in emerging markets? What are the linkages between attention to community impacts and portfolio company financial performance? What are the other ancillary benefits of long-term investment and how can non-financial performance best be measured? Runa Alam, CEO & Partner, Development Partners International (DPI) Tom Murray, Managing Director, Corporate Partnerships, Environmental Defense Fund Soula Proxenos, Managing Partner, International Housing Solutions Dafna Tapiero, CommDev Manager, International Finance Corporation (IFC) Moderator Tom Rotherham, Director, Private Markets, Hermes Equity Ownership Services Ltd
Breakout Session 2: Creating Value through Long-Term Capital
15:30	Stream 1: Impact on Companies Beyond mere capital, what added value do long-term investors offer to investee companies? How do long-term investors ensure alignment of interests and strong partnership with owners? What are the merits of partnering with global investors over local investors? What are the challenges? What outcomes are unique to a private equity partnership? Is it more difficult to achieve these through other means of growth finance? David Creighton, President and CEO, Cordiant Capital Hisham El-Khazindar, Managing Director and Co-Founder, Citadel Capital S.A.E. Florian Huth, Investment Director, ADM Capital Luis Miranda, Chairman, IDFC Private Equity Alex Stirling, Director, The Carlyle Group Moderator Geoffrey Burgess, Partner, Debevoise & Plimpton Stream 2: Impact on Countries What role does long-term investment play in the local financial ecosystem? How do long-term investors generate sector-level effects in the economies where they invest? How can long-term investment best foster sustainable economic development and industry innovation? What country-level challenges can long-term investment address? Where does long-term investment fall short? Mark Braithwaite, Executive Director, Macquarie Capital Funds Olivier J. Lambert, Manager, Europe, Operations Group, Multilateral investment guarantee agency (MIGA) Ziad Oueslati, Founding Partner and Managing Director, Tuninvest-Africinvest Group Cyrus Rustomjee, Director: Economic Affairs Division, Commonwealth Secretariat Moderator Jennifer Choi, Vice President, Industry and External Affairs, Emerging Markets Private Equity Association (EMPEA)

16:30	The Impact of Entrepreneurship on Economic Development in Emerging Markets How do long-term investors source, select and develop small, entrepreneurial enterprises? How do managers make the risks and economics of backing young companies work? What sorts of multiplier effects are achievable by investing in entrepreneurial companies? Kristina Matthews, Investor Relations and Product Specialist, Emerging Markets Private Equity, PineBridge Investments Kelly Michel, Founder and CEO, Potencia Ventures Tom Speechley, Senior Partner, Abraaj Capital and Chief Executive Officer, Riyada Enterprise Development (RED) Sev Vettivetpillai, CEO, Aureos Advisers Ltd Moderator Jonathan Moules, Enterprise Correspondent, Financial Times

17:30	Chairperson’s Closing Remarks

17:45	Cocktail Reception

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