German Private Equity Breakfast 2019

08:00 – 08:40

Registration and breakfast buffet

08:40 – 10:00

Panel Discussion and Breakfast Co-Chairs:

Poul Pedersen – Executive Chairman, Pedersen & Partners
Tobias Schneider – Partner, CMS Germany

Panellists:

Benjamin Buerstedde – Director, Advent International
Hauke Hansen – Operating Partner, Triton Partners
Joakim Lundvall – Partner, Nordic Capital
Bernhard Mohr – Managing Director, Evonik Venture Capital (tbc)
Jan Henrik Reichenbach – Head of DACH Private Debt, Muzinich & Co Michala Rudorfer – Principal, Permira
Ervin Schellenberg – Managing Partner, Capitalmind

Topics:

• Recent developments and trends in the German speaking M&A market – including deal-flow, valuations, funding, availability of credit for leveraged financing, exit routes and strategies, co-investments;
• High opportunity sectors and market segments – Fintech, Life Sciences, Environmental, Social and Governance (ESG), renewable energy, internet of things, artificial intelligence, e-commerce, Edtech;
• Value creation – portfolio management & asset class strategies, turnaround and change management, succession planning, talent retention, disconnect between valuations and company performance;
• Impact from the geopolitical arena and external factors: Brexit negotiations, US trade barriers and sanctions, migrant crisis, globalisation, rise of nationalism and EU/Euro scepticism;
• Outbound investment destinations – what geographies or regions have the highest potential for German PE firms and their portfolio companies (EU, Africa, Eastern Europe, Asia, USA?);
• Fund raising environment – who are the main sources of inbound capital: institutional investors, family offices, corporate ventures, sovereign wealth funds, multilaterals, funds of funds?

10:00 – 11:00

Networking