ALFI PE & RE CONFERENCE. programme. 21 & 22 November 2017 European Convention Center, Luxembourg

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1 programme ALFI PE & RE CONFERENCE Operational efficiency and legal engineering A toolbox for excellence 21 & 22 November 2017 European Convention Center, Luxembourg in association with

2 DAY 1 AM, TUESDAY 21 NOVEMBER PE FOCUS Registration & breakfast Conference Opening Welcome and introduction Denise Voss, Chairman, ALFI Alain Kinsch, Country Managing Partner, EMEIA Private Equity Fund Leader, EY & Chairman ALFI Private Equity and Venture Capital Funds Committee The PE world of today Keynote speech Eileen Burbidge, Partner, Passion Capital The art of fund raising in Private Equity - what matters most to the front line of PE capital raising Key players on the front lines of the PE fund raising ecosystem discuss what matters most to them in the fund raising life cycle: The laws of attraction and retention from the perspective of the PE fund manager Connecting qualified investors with PE fund managers and secondary market participants Let s talk cash moving from traditional to real assets Patricia Volhard, Partner, Debevoise & Plimpton LLP Penny Walker, General Counsel, Campbell Lutyens & Co. Ltd. Jan Hoffmeister, Co-founder and Chairman, Drooms Laurent Leclercq, Head of Distribution, DMS Governance Ltd The Luxembourg Private Equity Industry Nick Tabone, Partner, Private Equity Leader, Deloitte Innovation in the same kind? What s really happening in the Private Equity space After an introduction of the current state of the PE industry in Luxembourg, panellists representing a blend of PE Managers, showcase their solutions to seizing market opportunities, PE type strategies, through innovative structuring of their respective fund structures. Gilles Dusemon, Partner, Arendt & Medernach & Chairman ALFI Private Equity and Venture Capital Funds Committee Oliver Heiland, Director Legal & Compliance/Alternative Investments, Allianz Global Investors Alain Rodermann, Founding Partner, Expon Capital Coffee break and visit of the exhibition area Getting fund governance right the Manager & Investor Perspective The influence of investors in the private equity industry is growing significantly and has never been as strong as it is today. Steve Bernat, CEO, Carne Group Frédérique Lifrange, Partner, Elvinger Hoss Prussen Jan Vanhoutte, Managing Director & Conducting Officer (AIFM), Vistra Fund Management S.A. Jérôme Wittamer, President, Luxembourg Private Equity & Venture Capital Association (LPEA) and Founding Partner, Expon Capital Chairman s wrap up and closing remarks Lunch in the exhibition area kindly sponsored by: SHORT & SHARP STAGE SPONSORED & PRESENTED BY THE CRYSTAL BALL OF OPERATIONAL EXCELLENCE The operational challenges facing the PE Industry. These include: An increasingly crowded market High valuations and tighter margins; forcing the whole industry to better manage their costs and improve their operating efficiency Transparency, regulation and high investor expectations; forcing players to create more efficient and capable systems and processes Speakers: Leopold Haex, GP Manager, EQT Netherlands Management B.V. Julien Ganter, Partner, KPMG

3 DAY 1 PM, TUESDAY 21 NOVEMBER PE FOCUS PARALLEL STREAMS From Private Wealth to Private Equity: Navigation support in an ocean of constraints and uncertainties After the 2008 Financial Crisis, many wealthy families have lost their trust in traditional investments and private banking. This loss of trust, combined with market volatility and low-interest rates, have resulted in a decreased interest in traditional investments such as commodities, bonds and equities and many wealthy families have been seeking out for alternative investments such as Private Equity Funds to achieve higher returns with controlled volatility. A blend of Private Client Solutions players, share their insight on the reach to entrepreneurial investors for the creation of robust wealth and alternative investments structures such as Private Equity, to support their financial goals. Host/ Pascal Rapallino, Group Private Clients Solutions Leader, SGG Group Philippe Dardart, Responsable de l offre de diversification, BGL BNP PARIBAS Wealth management Luxembourg Christoph Lanz, Executive Committee Member - Chief Business Officer, Edmond de Rothschild ROOM B Investing in Private Equity as an asset class a unique Insurance and pension perspective Building products for insurance and pension schemes Legal engineering: the PE/VC tool box, tax, etc. Host/ Victor Rod, Chairman of Board of Directors, BCEE André Birget, Chief Investment Officer, Foyer Group Stuart Corrigall, Director, Head of Product Structuring, BlackRock Gerd Gebhard, Director, Pecoma Actuarial and Risk S.A Wrap up and closing remarks by the PE Chairman with the 4 streams hosts Cocktail in the exhibition area kindly sponsored by: PARALLEL STREAMS Operational Efficiency a constant adaptation to the drivers of change and evolving PE operating platforms The PE industry has to rapidly adjust to more demanding investor reporting standards, tighter governance, and an increasingly complex regulatory framework and evolving operational requirements for standardisation and automation in PE operating models. Dealing with these challenges effectively requires close cooperation between the GPs and their key business partners and stakeholders. It is incumbent on service providers to have the expertise and tools at their disposal to ensure their clients are fully prepared for the future. A live deep dive and interactive discussion with the operational side of the PE industry Host/ Anja Grenner, Director Funds, Intertrust Group Pascale Kohl, Vice President Depositary Bank, Citibank Europe plc, Luxembourg Branch Nick Curwen, Country Head, SS&C Luxembourg Pierre Weimerskirch, Managing Director, Luxembourg Investment Solutions S.A. ROOM B How to navigate in a fast changing business environment a reality check AIFMD, Brexit, a Pre-BEPS context, Substance requirements, and the list goes on. Leveraging on the experience of renowned PE experts, the following key questions will be explored during this reality check panel discussion: AIFMD, can it still be avoided in the current context or is it a must Are the changes in governance and processes imposed by the pre-beps context happening? Do we experience material changes in the number and experience of people in Luxembourg working in the PE industry? Host / Benjamin Gauthier, Risk Management, Financial Services Consulting, PwC Fabrice Jeusette, Head of finance & capital markets, Apollo Global Management Luxembourg Joshua Stone, Senior Manager, EQT Fund Management S.à r.l. Nigel Williams, Chairman, Managing Partner, Conducting Officer, Royalton Partners

4 DAY 2 AM, WEDNESDAY 22 NOVEMBER RE FOCUS Registration & breakfast Conference Opening Welcome and introduction Keith Burman, Independent Director & Conducting Officer, ManagementPlus Group & Co-chairman ALFI REIF Committee Global Real Estate Market Outlook - Economic growth to prevail over policy uncertainty Keynote speech Kim Verdonck, Executive Director, CBRE The Luxembourg RE industry: ALFI Real Estate Funds Survey 2017 Valérie Tollet, Partner, Deloitte Luxembourg Finding a safe haven for Real Estate Funds A deep dive perspective of 3-4 case studies from different types of RE asset managers on stage, showcasing their solutions to seizing market opportunities, RE type strategies, through innovative structuring of their respective fund. Keith Burman, Independent Director & Conducting Officer, ManagementPlus Group and Co-chairman ALFI REIF Committee Dr. Pamela Hoerr, Managing Director, PATRIZIA Real Estate Investment Management S.à r.l. Christian Ostbringhaus, Financial Manager GCG S.A. (Investment Advisor to Greenfinch Global Invest Fund SCA, SICAV-FIS) Pierre Sémont, Head of Middle Office, Real Assets, AXA Investment Management Alexander Taft, Managing Director, Structured Finance, Europe, Invesco Real Estate Building innovation and digitalisation in RE operating platforms Setting the scene with an overview of the digital opportunities in the RE world, a panel discussion with leading RE players will explore the digital opportunities in RE operating models, focusing on the current digital priorities for real estate, the challenges and opportunities and what this means for investment decisions and business models. Setting the scene: lise French, Partner, Global Real Estate Digital leader, Real Estate Advisory Practice Leader, PwC Kees Hage, Real Estate Partner, PwC Hans T. Gerritsen, Founding partner and head of Dutch practice, Remit Consulting Onno Bouwmeister, Group Managing Director, Alternative Investments, Vistra Group Lionel Hill, Global Head Digital & Technology, CBRE Neeral Patel, Managing Director, COO, EMEA Real Estate, Blackrock Chairman s wrap up and closing remarks Lunch in the exhibition area kindly sponsored by: SHORT & SHARP STAGE SPONSORED & PRESENTED BY FIT FOR THE FUTURE Coffee break and visit of the exhibition area Pillars to Ensure Open End Fund Liquidity Presentation and discussion on the most recent INREV paper which concentrates on the creation of liquidity in open end fund structures, by describing best case scenarios where investors and fund managers can go on to further successful investments in follow-on or new funds. Presentation of the INREV Open Ended funds Survey followed by an interview with the INREV WG Chairman Digital as an integral part of your business strategy to achieve: Cost savings and increased profits Make better investment decisions Competitive advantage Top line growth Unlocking new business models Speakers: lise French, Partner, Global Real Estate Digital leader, Real Estate Advisory Practice Leader, PwC Kees Hage, Real Estate Partner, PwC Nick Brown, Finance Director, M&G Real Estate Interviewed by: Robert White, Partner, EY

5 DAY 2 PM, WEDNESDAY 20 NOVEMBER RE FOCUS A regulator s perspective on current regulatory hot topics and the potential game changer for the Real Estate Jean-Marc Goy, Counsel for International Affairs, Commission de Surveillance du Secteur Financier (CSSF) Interviewed by: Johan Terblanche, Partner, Dechert (Luxembourg) LLP PARALLEL STREAMS Real Estate Debt Starting with an overview of the current state of the Real Estate Debt realm followed by a roundtable discussion Host / Anthony Shayle, Managing Director, Head of Real Estate Debt EMEA, Senior Portfolio Manager UBS-PREMF Real Estate & Private Markets, UBS Global Asset Management Catriona Coyne, Vice-President, Senior Product Manager, BNY Mellon Corporate Trust Product Group Matt Keogh, Investment Management Partner, Global Head of Investment Management Group, Linklaters LLP Constantin Schlüter, Managing Director, Corestate Capital Fund Management S.à r.l. ROOM B Risk Management in the RE world RM Governance and substance requirements in times of CSSF on-side inspections and increasing European pressure Deeper dive: Risk Management and Risk Measurement, adequate Board reporting; increasing demands for RE Risk professionals Future Outlook challenges & chances Host / Dr. Martin Reinhard, Partner, KPMG Josephine Andonissamy, Senior Fund Director-General Manager Luxembourg, Tishman Speyer Frederik Leser, Director and Conducting Officer, Pancura Dr. Martin Vogt, Head of Risk, Valuation & Reporting, LRI Invest S.A Platform design and innovation A drive for operational Efficiency Host / Brian McMahon, Managing Director Business Development, BNY Mellon Catherine Martougin, Partner, Baker McKenzie Luke Benjamin, COO Europe, Alternative & Real Assets, Deutsche Bank Jean-Paul Vignac, Continental Europe Finance Director, LaSalle Investment Management Wrap up Q&A and closing remarks by the RE Chairman with the 3 streams hosts Drinks in the exhibition area - End of the Real Estate Conference 2017

6 SPONSORS conference 21-22/11/17 Luxembourg

7 programme ALFI PRE-CONFERENCE SEMINAR AND PE & RE OPENING GALA COCKTAIL 20 November , Liberté (BCEE Premises in association with

8 MONDAY 20 NOVEMBER 2017 Make sure you get a full picture of the alternative investing space. Please join us on the eve of the ALFI Conference, on 20 November 2017 at 19 Liberté (BCEE building) for an exclusive afternoon seminar with experts and practitioners who will expand on other types of funds such us Loan/Debt, Hedge, Infrastructure and Alternative UCITS Opening Welcome and introduction Claude Niedner, Chairman ALFI Alternative Investments Committee & Partner, Arendt & Medernach The state of the alternative investment industry in Europe AIMA will introduce and address the canvass of alternative asset classes. Providing AIMA s perspective on the main developments affecting Alternative Investments with a view on investor demand, market opportunities, and with a few words on current market developments in line with Brexit, MIFID II and other regulations that impact management of alternative assets classes. Jack Inglis, CEO, AIMA US Hedge Funds go International for Growth The Connecticut Hedge Fund Association CTHFA is the voice of CT s hedge fund and larger private funds industry. Founded in 2004, and with 3,000 members, CTHFA is the largest regional association of its kind in the world. We will learn from the CTHFA, not only on the state of the US Hedge Funds market, but its perspective on the potential for capital raising opportunities in Europe, UCITS, RAIFs, etc. Bruce McGuire, Managing Partner at Global Alpha Research LLC & President of The Connecticut Hedge Fund Association (CTHFA) Investors needs and capital raising opportunities - Loan/debt, Hedge, Infrastructure and Alternative UCITS Setting the scene with the highlights of the ALFI Loan/debt Funds Survey 2017, a blend of 4 distinct Managers Loan/Debt, Hedge, Infrastructure and Alternative UCITS will provide insights on their respective asset class Claude Niedner, Chairman ALFI Alternative Investments Committee, Partner, Arendt & Medernach David Capocci, Partner, Head of Alternative Investments, KPMG Jack Inglis, CEO, AIMA Bruce McGuire, Managing Partner at Global Alpha Research LLC & President of The Connecticut Hedge Fund Association (CTHFA) Dr. Marc Wicki, Managing Director, Co-Head Structuring, Partners Group The path to transparency in Alternative Investing Around the world, many investors are turning to alternative assets to increase yields in the current low or even negative interest rate environment. The Economist Intelligence Unit (EIU), sponsored by Northern Trust, sought to ascertain the importance of various factors to investors and investment managers alternative investment decision-making Stuart Lawson, Senior Vice President, Product Manager Europe, Middle East and Africa, Northern Trust Chairman s wrap up & closing remarks PE & RE Opening Gala Cocktail Welcome and official opening of the ALFI PE & RE Conference 2017 by: Denise Voss, Chairman, ALFI SPONSORS