Balkans M&A and Private Equity Forum 2017

Coming Soon , BELGRADE

Agenda

    • 08:30

      Registration and Breakfast

    • 09:00

      Welcoming Remarks

      Elaine Green
      Elaine Green
      Editor , Mergermarket
    • 09:05

      Keynote: Examining the macroeconomic conditions in SEE

      • What is the anticipated economic growth in the next 5 years and where?
      • Will anticipated economic growth in Romania and Serbia drive growth in the region? Or will austerity make a comeback?
      • Will Croatia’s ascension to the EU will finally spur growth?
      • Growing fiscal trends in the region
      • Structural reforms needed to attract more investment capital to the region
      Dubravka  Nègre
      Dubravka Nègre
      Head of EIB Regional Representation for the Western Balkans, European Investment Bank
    • 09:30

      Panel discussion: M&A Outlook in SEE

      • What is the outlook for deal flow in SEE? Which are the countries expected to generate the most deal flow and what are the main drivers?
      • What still needs to happen to facilitate greater, sustainable M&A in the region?
      • What are the commonalities of recent transactions of scale in the region, and what are the prospects going forward?
      • What is the outlook for the realisation of much-needed restructuring of state-owned enterprises and privatisation in the region?
      • What are the sectors attracting the most interest in the region, and is regional consolidation part of the story? How promising is the retail and wholesale sector?
      Peeter Saks
      Peeter Saks
      Managing Partner, Baltcap Management Ltd
      Thomas Lubeck
      Thomas Lubeck
      Regional Head, IFC
      Rastko Petaković
      Rastko Petaković
      Senior Partner, Karanović & Nikolić
      Gregor Kastelic
      Gregor Kastelic
      Managing Director and Head of Emerging Europe, ING Bank
      Matko Maravic
      Matko Maravic
      President of the Management Board, InterCapital Securities
      Edward Keller
      Edward Keller
      Partner, Dentons
    • 10:15

      Understanding how to do business in SEE

      • What international investors need to know when doing business in the region?
      • Understanding cultural differences and important factors to take into account
      • What are the best practices for successful transactions
      • What are the best ways to deal source in the region?
      • Navigating local pitfall and traps
      • Addressing succession issues in SEE
      Matej  Runjak
      Matej Runjak
      Executive director and board member, Trigal
      Dragoljub Zdravkovic
      Dragoljub Zdravkovic
      Member of Executive Board and CFO , AXA
      James Thornley
      James Thornley
      Senior partner, KPMG
      Arnaud Jossien
      Arnaud Jossien
      Managing Director, BNP Paribas
      Elaine Green
      Elaine Green
      Editor , Mergermarket
    • 11:00

      Coffee Break

    • 11:30

      Panel Discussion: Private Equity opportunities and fundraising

      • Who are the PE investors focusing on and investing in SEE? What kind of deals are domestic or regional funds focused on versus deals the European or global funds are focused on?
      • What are the advantages of being “on-the-ground”? How have SEE-focused PE funds performed in comparison to their CEE or European peers? Who are their investors?
      • What are opportunities for SEE-focused fund to exit to their European or global peers? What are the other main opportunities for exit?
      • Is there sufficient liquidity in the SEE banking market to support PE activity? What are the opportunities for alternative (nonbank) financing?
      • What is the effect on PE in SEE of the increase of other financial investors with longer term horizons?
      Chris Buckle
      Chris Buckle
      Managing Partner, Mezzanine Management GmbH
      Pavel Ezekiev
      Pavel Ezekiev
      Managing Partner, Neveq
      Kresimir Ružđak
      Kresimir Ružđak
      Member of the board, Nexus Private Equity Partners
      Branimir Gajic
      Branimir Gajic
      Investment Director, SEAF Opportunity Serbia Fund/SEAF South Balkan Fund B.V.
      Miljan Zdrale
      Miljan Zdrale
      Regional Head and Equity - Agri, FMCG and Food Retail, European Bank of Reconstruction and Development
      Catherine Ford
      Catherine Ford
      Editor-at-Large, Mergermarket
    • 12:15

      Case study: Recent regional deal activity

      Andrej Babache
      Andrej Babache
      Director, Mid Europa Partners
    • 12:40

      In-bound Chinese investment in CEE/SEE

      • How does SEE fit within China’s One Road, One Belt strategy? What countries, sectors and size investments are likely to attract the most Chinese attention?
      • How are Chinese investors different? What can SEE do to attract more attention from Chinese investors?
      • What adjustments to competitive auctions can be made to accommodate these differences?

      Boris Milosevic
      Boris Milosevic
      Head of advisory, KPMG Serbia
      Igor Hrzic
      Igor Hrzic
      Regional Investment Manager, CEE Equity Partners
      Susan Wang
      Susan Wang
      Head, CEE China Desk, Dentons
      Steve Li
      Steve Li
      Head of the Corporate Banking Department , Bank of China
      Rob Irving
      Rob Irving
      Co-Chair, Global Private Equity Group, Dentons
    • 13:25

      Lunch

    • 14:20

      Presentation: An analysis of Agrokor

      • Overview of the Agrokor group and capital structure
      • Events leading up to the appointment of a Croatian extraordinary administrator
      • Motivations of the various stakeholders
      • Impacts of the ‘Lex Agrokor’ law – favouring local suppliers and local banks?
      • Reciprocal actions in other Balkan countries – what can they do to protect themselves from the fallout
      • Any lessons to be learned – cautionary tale for international investors?
      Chris Haffenden
      Chris Haffenden
      Managing Editor, Debtwire CEEMEA
    • 14:45

      On stage Q&A: Market Outlook for TMT M&A activity

      Milan  Mekic
      Milan Mekic
      Special advisor of the Executive Board, Telekom Serbia
      Catherine Ford
      Catherine Ford
      Editor-at-Large, Mergermarket
    • 15:15

      Opportunities for Non-performing loans

      • Key drivers of NPL’s in the region 
      • Opportunities for investors looking at NPL’s
      • What has been the impacts of NPL’s
        •Examining the extent of consolidation in the region of bank
        •Restructuring of corporates

      Ugur  Yildirim
      Ugur Yildirim
      Co-founder and Member of the Board of Directors, Elements Capital Partners
      Edwin  Harrap
      Edwin Harrap
      VP, Emerging Markets Credit Trading, Deutsche Bank
      Janez Skrubej
      Janez Skrubej
      Executive Director, DUTB Slovenia
      Branko Greganović
      Branko Greganović
      CEO, NLB Belgrade bank
      Marko Ketler
      Marko Ketler
      Partner, Karanović & Nikolić
    • 16:00

      Closing Remarks

      Elaine Green
      Elaine Green
      Editor , Mergermarket
    • 16:10

      Networking Drinks