3RD AFRICA PENSIONs and

Size: px

Start display at page:

Download "3RD AFRICA PENSIONs and"

Francis Wheeler
5 years ago
Views:

THE LANDMARK LONDON HOTEL 22-24 SEPTEMBER 2014 3RD AFRICA PENSIONs and

through product & MARKET innovation AN EVENT FROM sponsoring partners

1 THE LANDMARK LONDON HOTEL SEPTEMBER RD AFRICA PENSIONs and Sovereign funds INVESTMENT FORUM Accessing Institutional Capital through product & MARKET innovation AN EVENT FROM sponsoring partners PREVIOUS partners AFRICONOMIE managed by AFRICONOMIE EVENT MANAGEMENT wwwapsfifcom

Day one MONDAY, 22 SEPTEMBER 2014 PENSIONS & SOVEREIGN FUNDS investments in africa 09:00 settling in with indulgent London PERSONAL SHOPPING & BEAUTY SPA To accommodate the shopping needs of our

interesting discussion on investing African markets FORUM TO SUIT We understand the busy schedule of executives that attend our forums, at the same time we know that busy professionals need a

2 Day one MONDAY, 22 SEPTEMBER 2014 PENSIONS & SOVEREIGN FUNDS investments in africa 09:00 settling in with indulgent London PERSONAL SHOPPING & BEAUTY SPA To accommodate the shopping needs of our audience, our on-site personal shoppers will assist you through some of London s unique shopping locations Post shopping, a relaxation therapy that will prepare you for what should be the most interesting discussion on investing African markets FORUM TO SUIT We understand the busy schedule of executives that attend our forums, at the same time we know that busy professionals need a wardrobe of tailored clothing that reflect your own personal, professional style With that in mind forum to suit gives you access to our resident bespoke tailors for a private consultation 17:00 REGISTRATION & COFFEE 18:00 the open conversation on africa Arguably one of the most remembered and sought after session at the Africonomie Institutional Investment Series, the open session on Africa gives participants unique opportunity to discuss and debate ANY topics or issues relating to investing in Africa The session features no lead speakers or panelists; just candid informal conversation under the Chatham House Rule LED BY: 19:30 NETWORKING: meet, Greet and get acquainted Meet and greet at Africonomie Forums are a must attend session Bearing in mind the next 2-days will be intensive and dynamic with very session executives coming in and jetting out, this casually structured day is an opportunity to put names to the many faces you ll meet over the next couple of days The meet and greet session is an intimate opportunity to engage participants either during the open forum in Africa or during the drinks reception Dressing is business casual, and come ready for discussions 20:30 Cocktails and canapés reception Wind down from the, dynamic, passionate and impromptu open conversation on Africa with the a selection of the finest wine and canapés from one of London most renowned 5 star hotel close of Africonomie London Institutional Investment forum day one wwwapsfifcom

3 Day TWO TUESDAY, 23 SEPTEMBER 2014 PENSIONS & SOVEREIGN FUNDS investments in africa 08:00 Registration & COFFEE 08:45 forum Opening Remarks HOST: Nat Wilson Yaduma, Chairman Advisory Board, Africonomie Welcome & Introductory Remarks DAY CHAIR: 09:00 keynote: The State of africa investment funds & Asset Management Industry speaker: 09:10 discussion: Institutional Investments Against the backdrop of Macroeconomic Trends Industry practitioners examine institutional investment trends with emphasis on investment dynamics, portfolio construction, asset flows and allocation Discussions will focus on how sustained economic growth, improved human capital, transformed governance and asset allocation trends are changing investment funds and Asset Management Industry This session will be driven by interactive question-and-answer panellist: Moderator: 10:00 keynote: Positioning Risk for Investment Funds (in an Asset / Liability Framework) speaker: 10:10 discussion: Integrated Risk Management Approach For pensions & sovereign Funds Increasing impact of pensions liability on public finances and corporate strategies has reinforced the need for improved risk management strategies for pensions and sovereign funds Liability risk and a variety of other risks (investment, operational, legal, financial, systemic etc) represent significant challenges to effective fund administration We bring together an expert panel to discuss strategies for entity-wide risk strategy that takes into account the functional activities of the investment funds, as oppose to risk in individual silos panellist: Moderator: 11:00 Networking & Refreshment Break 11:30 Active Alpha & Beyond: A Portfolio Approach to Selecting & Managing Listed Equity This is a keynote address and followed by interactive question-and-answer session Speaker: wwwapsfifcom

4 Day TWO TUESDAY, 23 SEPTEMBER 2014 PENSIONS & SOVEREIGN FUNDS investments in africa 11:45 discussion: Building a better portfolio Dynamic Asset Allocation Strategies A case study approach to undertaking investment and asset allocation in Africa s frontier markets Panellist will examine portfolio strategies, exploiting risk premia, holistic risk management and measurement The differences in allocations (equities, fixed income, real estate, infrastructure & private equity), as well as regional allocations This session will be driven by interactive question-and-answer panellist: Moderator: 12:30 Asset Management: Investing in human capital & product innovation Speaker: 12:40 discussion: The Push for centrestage Redefining the business of Asset Management Asset under management in Sub Sahara Africa is set to grow faster than in the developed world A trend that heralds new breeds of managers, hence moving asset management has moved centre-stage investment landscape We convene a select panel of managers to discuss the evolution of asset management in Africa, as well as highlight the unique characteristics of their talent pool, client management, portfolio and allocation strategies Discussions will focus on their track record, performance, human capital and investment ethos panellist: Paul-Harry Aithnard, Global Head of Asset Management, Ecobank Group Sibusiso Mabuza, Chief Executive Officer, Momentum Asset Management Moderator: 13:40 themed Round-Table Networking lunch THEME one STRATEGIES FOR achieving sustainable development impact without compromising financial returns THEME two setting your fund s investment strategy: meeting the challenges & coping with the risk THEME three Distribution Solutions & Success: The evolving landscape of Institutional Distribution 14:40 themed round-table discussion recap setting your fund s investment strategy: meeting the challenges & coping with the risk Speaker: achieving development impact without compromising financial returns on investment Speaker: Distribution Solutions & Success: The evolving landscape of Institutional Distribution Speaker: wwwapsfifcom

5 Day TWO TUESDAY, 23 SEPTEMBER 2014 PENSIONS & SOVEREIGN FUNDS investments in africa 15:10 Views on Partnership Between DFIs, Pensions & Sovereign Funds With rapid growth in asset under management African capital owners are adopting a collaborative investment approach in attracting global investment funds An investment approach focused on sustainable long-term strategies, portfolio diversification and optimal returns on investments This interactive panel convenes leading practitioners and active investors across the continent to explore strategies on partnership and engagement between Development Finance Institutions, and Africa s emerging capital owners panellist: Moderator: Lasitha Perera, Executive Director, Frontier Markets Fund Managers 16:00 Growing Pensions Assets Through Improved Contributions & sustainable Investments Speaker: 16:10 beyond reform: Securing successful retirement outcomes through shared responsibility As pension funds asset continues to rise, industry s attention remains firmly focused on better investment returns, however there s a new focus on innovation in retirement outcomes This interactive session looks at ways to improve member retirement outcome and adequacy with discussions on lower charges, asset allocation, outcome-based investing, better decisions at retirement, the level and when contributions are paid This session will be driven by interactive question-and-answer panellist: Moderator: 17:00 Networking & Refreshment Break 17:20 national wealth creation through investment in capital projects & infrastructure With sovereign funds continuing to represent a significant source of capital for the infrastructure asset class global; we take a look at the sovereign wealth fund market in Africa, with analysis of key trends and patterns for sovereign funds activity in each asset class The session provides insights into sovereign funds activities, their appetite for infrastructure and project stage, preferred Method of Exposure to Infrastructure and investment in economic and social sectors This session will be driven by interactive question-and-answer panellist: Moderator: wwwapsfifcom

6 Day TWO TUESDAY, 23 SEPTEMBER 2014 PENSIONS & SOVEREIGN FUNDS investments in africa 17:20 POWER AFRICA INITIATIVE: STRUCTURES FOR engaging PENSIONs & sovereign funds keynote: 17:30 discussion: Power Africa Leveraging institutional private capital As Power Africa initiative takes shape, we convene an expert panel to explore the biggest challenges investors and financiers face when looking to invest in power projects in Africa The panel will discuss practical approach for engaging private equity, pensions and sovereign funds via public-private partnerships, as well as financial instruments that can be employed to facilitating private investment in power This session will be driven by interactive question-and-answer panellist: Moderator: 18:00 CLOSING REMARKS DAY CHAIR: close of Africonomie London Institutional Investment forum day TWO Become a Sponsoring Partner Africonomie Institutional Investment Series confers upon its sponsor absolute authority and quality status, and will establish you as a proactive industry player We offer cost effective and dedicated marketing exposure and brand recognition among key players in the industry Our sponsoring partners have access to an unrivalled branding before, during and after the event, speaking opportunities via panel discussions and proprietary workshop sessions Target Your Key Audience Educate Your Market Place Highlight Your Brand Build Valuable Relationship Lead Innovative Thinking wwwapsfifcom

7 Day three WEDNESDAY, 24 SEPTEMBER 2014 PRIVATE EQUITY INVESTMENTS IN africa 08:00 Registration & COFFEE 08:45 WELCOME ADDRESS HOST: Nat Wilson Yaduma, Chairman Advisory Board, Africonomie Welcome & Introductory Remarks DAY CHAIR: 09:00 keynote: insights & Perspectives on Private Equity investment in Africa speaker: 09:15 discussion: Benchmarking Africa PE Performance & Opportunities In A Global Context Private equity (PE) is still a nascent investment strategy in Africa compared with traditional emerging markets, hence presents a complex and ever-changing dynamics Despite its vibrant unpredictable nature, Africa has witnessed an expanding investor-base keen to access opportunities in Africa s diverse markets In an effort to qualify the enthusiasm and to provide private equity stakeholders with some transparency on PE in Africa, we bring together a unique panel of practitioners to benchmark PE performances in Africa and globally panellist: Moderator: Anouk van der Boor, Managing Director, Cambridge Associates (Boston) Michelle Kathryn Essomé, Chief Executive Officer, African Venture Capital Association (AVCA) 10:00 Fundraising in Africa: Cutting Through the Mist to the Challenges & Opportunities speaker: 10:15 DEBATE: Raising Capital VS Effective Deployment Has too much capital been raised for African Private Equity? Can the premise that there s disparity in bankable deals relative to capital raised for Africa private equity be justified? How effective can these funds be deployed? What challenges and opportunities might this present to indigenous and/or emerging fund managers? for: Against: Moderator: 11:00 Networking & Refreshment Break 11:30 Examining The Impact Of A Changing Investor Base On African Private Equity This is a keynote address and followed by interactive question-and-answer session Speaker: wwwapsfifcom

8 Day three WEDNESDAY, 24 SEPTEMBER 2014 PRIVATE EQUITY INVESTMENTS IN africa 11:45 discussion: Mainstreaming Private Equity as Investment Strategy for Pension Funds Africa pension funds remain underweight in private equity due to restrictive allocations caps that limit or hinder investments into African private equity funds However this trend is changing, buoyed by increases in asset under management and better understanding of private equity strategies appetite for PE is growing Despite this, pension fund allocations to private equity still remain significantly low This interactive session explores innovative approaches to mainstreaming PE strategies in pensions portfolio panellist: Moderator: 12:30 Mezzanine Financing in Sub-Saharan Africa Speaker: Colin Rezek, Managing Partner, Vantage Mezzanine 12:45 private credit solutions Development in Mezzanine, Debt Financing & Distress Investing This session leverages on the expertise of fund managers pioneering private credit solutions in sub Sahara Africa to examines the role private credit investing in bridging funding gap for small- and medium-size companies The panel will explore mezzanine investments, balance sheet restructuring, corporate and renewable credits; as well as direct lending to distressed firms panellist: Colin Rezek, Managing Partner, Vantage Mezzanine Moderator: 13:35 themed round-table Networking lunch Themed round-table session on regional/sector specific transaction and opportunities in Africa Discussions are led by a table anchor with a expert panel to collate and reinforce key issues identified during the session THEME one Financial & Consumer services THEME two INFRASTRUCTURE & REAL ESTATE THEME three ENERGY, renewables & POWER UTILITIES THEME four AGRIBUSINESS & Food supply Chain 14:35 themed round-table discussion recap anchor: wwwapsfifcom

9 Day three WEDNESDAY, 24 SEPTEMBER 2014 PRIVATE EQUITY INVESTMENTS IN africa 14:40 discussion: Assessing and Managing Risk in Institutional Real Estate Investing An in-depth analysis of the real estate sector in Africa with emphasis on commercial property, capital markets innovations, and mortgage financing; as well as strategies for managing risk and optimizing return The session proceeds to examine the risk reward spectrum of investing in real estate covering the investment classifications; return profile and available investment outlets for pensions and sovereign funds The discussion will highlight the key risks, risk mitigation strategies and significance of the role the promoter/developer Lastly, the session will explore what to look out for in evaluating a real estate investment opportunity in Africa panellists: Moderator: 15:30 Impact Investing: Achieving Development Impact Without Compromising Financial Returns A comprehensive analysis of impact investing supply and demand in Africa The session will seek to identify challenges that hamper the growth of the industry and recommend solutions for overcoming them The forum is to address question such as Considering that most investment can be deemed to have an impact, how can we determine where the realm of impact investing begins and stops? How the demand for impact investing could be increased? What policy developments are needed to support this mode of investing? Is the adoption of industry standards the way forward for impact investing in Africa? panellists: Moderator: James Brice, Managing Director, Environmental Business Strategies 16:15 Networking & Refreshment Break 16:45 value creation in AFRICAN Portfolio CompanIES Bearing in mind the challenges of doing business in Africa, what are the key techniques to ensure maximum value creation and deliver top-tier value for the portfolio companies? How can portfolio companies achieve operational excellence and value creation through private equity? This is a keynote address and followed by interactive question-and-answer session Speaker: 17:00 Impact of Regulatory Innovations on Structuring & Negotiating PE Deals Speaker: wwwapsfifcom

10 Day three WEDNESDAY, 24 SEPTEMBER 2014 PRIVATE EQUITY INVESTMENTS IN africa 17:15 The Right Recipe for Investing: Direct & co-investment strategies in private equity funds Co-investing in Africa private equity transactions is becoming an increasingly popular investment strategy as traditionally passive investors, such as insurance companies, pension funds, and investment managers, seek to mitigate risk and/or leverage their own deal skills to improve the performance; on the other hand traditional investors are becoming more bullish on direct investing This session convenes panel indigenous practitioners to examine the specific appetite for these investment approaches, strategies employed by co-investors, typical deal terms and their implication on negotiations panellists: Moderator: 18:00 CLOSING REMARKS DAY CHAIR: close of Africonomie London Institutional Investment forum day THREE 18:00 invite - only Gala Dinner Interval This interval is to enable participants invited to the gala dinner to change into the dinner outfit For seamless logistics, discounted accommodations have been reserved in a handful of hotels with five minutes of the forum venue Also, we have limited changing facilities that participants can access at the forum venue 19:00 Transport Departs for black tie Gala Dinner Venue 19:30 drinks Reception at the Claridge s This is an invite-only black-tie dinner exclusive to select participants at this year s forum; attendees are encouraged to wear the appropriate dinner attire Pre-dinner champagne cocktail reception starts at 7:00pm, and entry is subject to invitation card at the ballroom entrance 23:00 Close Gala Dinner & END 2014 AFRICONOMIE London FORUM wwwapsfifcom

11 registration form 3RD Delegate details Name: Designation: Telephone: Assistant: Mobile: SCHEDULED FORUMS Please register me for the events scheduled for the September 2014 The Landmark London Hotel for more information, contact Attn Africonomie Events TEL: MOB: Web: africonomie-eventscom apsfifcom organisation details: company name: Address: Sectors / Industry: authorised by I hereby acknowledge that I have read and agree to these terms and condition Name: Designation: Please Register Me For signature: GBP per delegate Register/pay by 30 JUNE 2014 Register after 30 JUNE 2014 date: PENSIONS SOVEREIGN FORUM & PRIVATE EQUITY IN AFRICA FORUM 1,450 1,750 EXECUTIVE Masterclass THE QUOTED RATES INCLUDES VAT Africonomie Claridge s Annual Gala Dinner This dinner is invite-only For more information contact us on +44(0) Value Added Tax (VAT) Conferences/events that take place in the UK are liable for UK VAT (currently 20%) as they are classified under VAT legislation as services supplied where performed and therefore VAT of the country hosting the conference must be charged VAT can be reclaimed by delegates from HM Revenue and Customs TERMS & CONDITIONS Africonomie Events is the organiser of this particular event contact person for invoicing/payment: Name: Designation: Telephone: Mobile: PAYMENT METHODS Please select one of the following payment methods: Credit Card (tick as appropriate) Mastercard Visa Number: Valid date: Expiry date: CSC: Billing address (if different from above): Bank Transfer (Strictly 5 day payment terms) While every reasonable effort will be made to adhere to the advertised package, we reserves the right to change event dates, sites or location or omit Event features, or merge the Event with another Event, as it deems necessary without penalty and in such situations no refunds, part refunds or alternative offers shall be made The quoted fee covers your participation, forum materials, refreshments and relevant activities at the forum; including discussions, debates, masterclass, dinner (where planned) and receptions In the condition that Africonomie permanently cancels the Event for any reason whatsoever, (including, but not limited to any force majeure occurrence) and provided that the Event is not postponed to a later date or is merged with another Event, the Delegate shall receive a credit note for the amount that the Delegate has paid to such permanently cancelled Event, valid for up to one year to be used at another Africonomie Event No refunds, part refunds or alternative offers shall be made If you are unable to attend this event for any reason, we require at least 28 days prior written notice letter or No refund or credit will be offered on cancellations received less than 28 days prior to the event start date and any outstanding payments will be required in full (this also applies to delegates who do not attend on the day) Fees will not be refunded (irrespective of the date of booking) in the event or threat of war, terrorism or circumstances outside of the organisers control We reserve the right to accept or reject delegates at our own discretion

SRP Americas Indexed Insurance Forum The Embassy Club, Des Moines September 2018

SRP Americas Indexed Insurance Forum 2018 The Embassy Club, Des Moines 18 19 September 2018 CONTENTS OUR SPONSORS Welcome GOLD SPONSOR Who You Will Meet Derivatives Masterclass Conference Agenda Previous