08:40 – 10:00 | Panel Discussion and Breakfast Co-Chairs: Poul Pedersen – Executive Chairman, Pedersen & Partners Tobias Schneider – Partner, CMS Germany Panellists: Nikolaus Bethlen – Managing Partner, Comitis Capital Tobias Habbig – Managing Director, Auster Fund Holger Kleingarn – Managing Director and Head of Germany, H.I.G. Capital Marko Maschek – Partner, Marondo Capital Christof Sönderman – Managing Director, Lazard Florian Zimmermann – Managing Director, Private Debt, Eurazeo Topics: - Recent developments and trends in M&A in German speaking Europe (DACH) - including deal-flow, valuations, fund raising, availability of credit for leveraged financing, exit strategies and strategies, co-investments;
- High opportunity sectors and market segments – Fintech, renewable energy, Life Sciences, IoT, artificial intelligence, e-commerce, Edtech, ESG (Environmental, Social and Governance) investing;
- Value creation – portfolio management strategies, turnaround and change management, succession planning, key talent retention, disconnect between deal valuations and company performance;
- Influence of external factord - climate change, digital transformation, COVID-19, US-China tensions and trade sanctions, 2021 German election and Merkel succession, migrant crisis and the EU-Belarus/Russia conflict;
- Outbound investment destinations – what jurisdications or regions have the highest potential in: EU, UK, Americas, Africa, Asia Pacific;
- Early stage investing in start-ups and SMEs: the role of Venture & Seed Capital
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