German Private Equity Breakfast

08:00 - 08:30

Registration

08:30 - 08:40

Welcome

08:40 - 10:00

Panel Discussion and Breakfast Co-Chairs:

Poul Pedersen – Managing Partner, Head of Private Equity & Venture Capital, Pedersen & Partners
Tobias Schneider – Partner, CMS Germany

Didier P. Beltai-Menth – Executive Director, Acquisition & Leveraged Finance, Bayerische Landesbank
Cai Berg – Managing Director, Evercore
Edin Hadzic – Partner, Paragon Partners
Hans Liebler – Managing Partner, Credit Solutions Partner 
Sven Oleownik – Partner & Head Germany, Gimv

Topics:

• Recent developments and trends in M&A in Germany & the DACH region – including deal-flow, valuations, funding, availability of credit for leveraged financing, exit strategies, co-investments
• High opportunity sectors and market segments – fintech/blockchain, life sciences, internet of things, artificial intelligence/robotisation, e-commerce/e-tailing, Edtech
• Value creation – portfolio management strategies, turnaround and change management, succession planning, key talent retention, disconnect between deal valuations and company performance
• Impact from the political arena and external factors: geopolitical situation, climate change, digital transformation, low interest rates, increased EU regulation/taxation, US trade barriers and sanctions
• Outbound investment destinations – what geographies or regions have the highest potential and why?
• Early stage investing in start-ups and SMEs: the role of Venture Capital and the rise of ICO as an alternative means of funding
• Fund raising environment. What are the main sources of inbound capital –pension funds, insurance companies, family offices, sovereign wealth funds?

10:00 -11:00

Networking