CEE M&A AND PRIVATE EQUITY FORUM 2017

26 - 27 September 2017, INTERCONTINENTAL HOTEL, WARSAW

Day One: 26 September 2017

    • 12:45

      Chair’s opening remarks

      Ronald Given
      Ronald Given
      Co-Managing Partner , Wolf Theiss
    • 12:45

      Chair’s welcoming remarks

    • 13:15

      Presentation: CEE Deal activity and capital investing

      • An association will analyse the current deal activity in the region and give an overview of the capital investing opportunities
      Barbara Nowakowska
      Barbara Nowakowska
      Managing Director , PSIK - Polish Private Equity and Venture Capital Association
    • 13:35

      Panel: Fundraising strategies and where is LP capital coming from today?

      • How has the investor group in the CEE region developed and
      • What type of investors, local and international, are showing growing interest in t he region and what types of LPs?
      • What experience have LPs had already in the region?
      • What are the factors to why investors look towards the region today?
      • Are there any special fundraising trends emerging within the region?
      • What are the most common issues LPs face when investing in CEE today?
      • Placement agents – should they be used going forward?
      Ondřej Vičar
      Ondřej Vičar
      Partner , Genesis Capital
      Brian Wardrop
      Brian Wardrop
      Managing Partner , ARX Equity Partners
      Maciej Ćwikiewicz
      Maciej Ćwikiewicz
      Head of PFR Ventures , Polish Development Fund
      Kinga Stanislawska
      Kinga Stanislawska
      Managing Partner , Experior Venture Fund
      Stuart Pinnington
      Stuart Pinnington
      Group Head of Client Services – Funds & Corporate , JTC Group
    • 14:10

      Panel: Co-investments - What are the short and long term goals of co-investing?

      • Will the increasing co-investment appetite risk driving general partners into strategy stray?
      • How can limited partners better position themselves to be the first call for a general partner?
      Pierre Mellinger
      Pierre Mellinger
      Managing Partner , ForeVest Capital Partners
      Kimberly Romaine
      Kimberly Romaine
      Founder , Private Equity Communications
    • 14:45

      Networking Coffee

    • 15:15

      Private Equity Leader’s Debate: What are the key drivers of dealflow in Central and Eastern European private equity?

      • Is Central and Eastern Europe still an emerging market?
      • How do international funds compare and compete with local players?
      • What do you see as the drivers for your investments: what factors define the companies see as attractive?
      • Hot sectors – Where are the opportunities and expert trend forecasting?
      • What do you see as the drivers for your investments: what factors define the companies see as attractive?
      • What have been the main challenges to the CEE PE Industry?
      • Cross-border buy-and-build strategies have historically been a value driver for PE – what scope is there to build portfolio companies into CEE-wide operations?
      Piotr Nocen
      Piotr Nocen
      Managing Partner , Resource Partners
      Tomasz Czechowicz
      Tomasz Czechowicz
      CEO & Managing Partner , MCI Capital / Private Equity Managers
      Paweł Padusiński
      Paweł Padusiński
      Partner & Co-head of Warsaw , Mid Europa Partners
      Krzysztof Krawczyk
      Krzysztof Krawczyk
      Head of Poland , CVC Capital Partners
      Krzysztof Kulig
      Krzysztof Kulig
      Senior Partner , Innova Capital
      Horst Ebhardt
      Horst Ebhardt
      Partner , Wolf Theiss
    • 15:50

      Dealmaker’s outlook panel: Inbound Investors – what opportunities is attracting them into the area?

      • Outlook of deal activity in the CEE region and beyond with a focus on emerging markets, inbound and cross-border deals.
      • Who are the main inbound investors into the region and what are their long-term goals?
      • How are they sourcing their deals and what successes have they had?
      • How have they adapted their investment models to suit these markets?
      • What are local expectations for them for the future?
      Jacek Chwedoruk
      Jacek Chwedoruk
      Managing Director, Head of Poland and Co-Head of CEE , Rothschild Global Advisory
      Dorian Macovei
      Dorian Macovei
      Managing Director , EMSA Capital
      Robert Chmelař
      Robert Chmelař
      Investment Partner , Rockaway Capital
      Ludomir Biedecki
      Ludomir Biedecki
      Partner , Noerr
    • 16:25

      Presentation: Investment climate - Regional overview of the Shared Service Center, Business Process Outsourcing, Information Technology Outsourcing and Research and Development businesses

      Jacek Levernes
      Jacek Levernes
      President , Association of Business Service Leaders (ABSL)
    • 16:40

      Panel: VC opportunities in the shared services space

      Jacek Levernes
      Jacek Levernes
      President , Association of Business Service Leaders (ABSL)
    • 17:10

      Chair’s closing remarks

    • 20:00

      Wolf Theiss Drinks Reception Speech: Blockchain, ICOs and Venture Capital Disruptions

      Pawel Kuskowski
      Pawel Kuskowski
      CEO , Coinfirm

Day Two: 27 September 2017

    • 09:00

      Registration

    • 09:30

      Chair’s welcoming remarks

      Ronald Given
      Ronald Given
      Co-Managing Partner , Wolf Theiss
    • 09:40

      Panel: Fintech Investments

      • Will CEE be the next breeding ground for tech start-ups?
      • Which other sectors are becoming more of an appeal for investors?
      • Value creation and growth strategies of investors in the region
      • Digitalisation - Perspectives on how to get the digital advantage
    • 10:00

      Fireside Chat: Deal origination in the Consumer market and how can you create value?

      • A investor discusses negotiating a transaction, growth and divestiture strategies as well as the key milestones and navigating through an increasingly complex and volatile environment
      Kaido Veske
      Kaido Veske
      Founding Partner , Livonia Partners
      Leszek  Muzyczyszyn
      Leszek Muzyczyszyn
      Senior Partner , Innova Capital
      Jakub Lerner
      Jakub Lerner
      Partner , Noerr
    • 10:35

      Panel: Deal origination in the TMT sector and how can you create value?

      • M&A plans of active companies and funds in the TMT sector - what are the challenges and opportunities in the CEE region?
      Krzysztof Urbański
      Krzysztof Urbański
      Director - M&A , Orange Polska
      Piotr Babieno
      Piotr Babieno
      CEO , Bloober Team SA
      Magdalena Magnuszewska
      Magdalena Magnuszewska
      Partner , Innova Capital
      Catherine Ford
      Catherine Ford
      Editor-at-Large , Mergermarket
    • 11:10

      Morning Networking Coffee

    • 11:40

      Keynote presentation: Current landscape for deal making and the outlook for future activities in CEE

      Artur Tomala
      Artur Tomala
      Managing Director, Head of Warsaw , Goldman Sachs
    • 12:00

      Panel: Economic Fortunes – Romania

      • Why has there been an increase in deal activity in Romania and what are the hot sectors?
      • How intensively are Chinese and Asian strategic investors looking at Romanian investments?
      • Is there a valuation gap between sellers and buyers?
      • Do you expect Brexit to impact M&A sentiment in Romania?
      Rusandra Sandu
      Rusandra Sandu
      Partner , Noerr
    • 12:35

      On-Stage Interview: Chinese acquirers and their deal tactics revealed

      Could China boost CEE’s activity and what impact will the new government policy have on investments?

      Catherine Ford
      Catherine Ford
      Editor-at-Large , Mergermarket
    • 12:55

      Networking Lunch

    • 13:55

      Panel: Exits routes in a volatile market environment

      • How Private Equity funds are planning to exit their investments in a volatile market?
      • What are the current dual track processes and challenges faced?
      • Low interest rate environment effects/large and strong balance sheets of big corporates
      • What are some signs of even very small companies considering IPOs?
      • Non local buyers, SBO’s or corporates?
      Paweł Gieryński
      Paweł Gieryński
      Senior Partner & CIO , Abris Capital Partners
      Sylwester Janik
      Sylwester Janik
      Senior Partner , MCI Capital / Private Equity Managers
      Aleksander Kacprzyk
      Aleksander Kacprzyk
      Co-founder and Managing Partner , Resource Partners
      Michał Karwacki
      Michał Karwacki
      Partner , Squire Patton Boggs
    • 14:30

      Presentation: Environmental, Social, and Governance (ESG): The Multiplier Effect

      • This presentation, will explore the key findings of ERM Capital’s private equity survey revealing which ESG issues had had impact on existing investments and how to add value to deals.
      Christopher  Kiermayr
      Christopher Kiermayr
      Partner , ERM Polska
    • 14:55

      Afternoon Networking Coffee

    • 15:15

      Panel: How to you mitigate risks in an M&A transaction

      • Can using W&I or M&A insurance mitigate transactional risk?
      • What due diligence is needed when conducting a deal?
      • What is the diligence process, how long does it take to get cover in place?
      • Is M&A Insurance available and a good tool handling environmental risks?
      • How you mitigate the risks once the deal is closed?
    • 15:50

      Panel: Deal financing outlook and the Private Debt Market

      • Capital markets financing expectations for 2018
      • Assessing the impact of fund financing?
      • HY bonds as a mean of financing deals – are they still regard as a secondary option?
      • What are the current trends in ECM?
      • In regards to capital structures for mid-market – how are debt funds being used as an alternative to minority PE?
      • How can the CEE market be attractive for foreign investors in terms of expected returns?
      Krzysztof Konopiński
      Krzysztof Konopiński
      Partner , MCI Capital / Private Equity Managers
      Przemysław Kozdój
      Przemysław Kozdój
      Partner , Wolf Theiss
    • 16:25

      Chair’s closing remarks and networking drinks