Family Office Private Equity Masterclass

Wednesday 13th March 2013

08.30 Breakfast and registration

09.00 Chairman's welcome
Paul Reynolds, CEO, THAMESIS

09.20 AUDIENCE SURVEY: How are you investing?
Bobby Kabli, INVESTEC

09.40 OPENING ADDRESS: Building business - An outlook on the economy and private equity industry
    
      • The importance and value of private equity investing
      • Market outlook: is the deal environment getting stronger?
      • Looking to the short and long term future

Mike Wright, Professor of Entrepreneurship, IMPERIAL COLLEGE

10.10 PANEL DISCUSSION: How can family offices access private equity?
     
      • Direct vs. Co-investing vs. funds vs. fund of funds
      - Which do family offices prefer and what do they expect to do  
      more of in the future?
      • Why are direct and co-investing trending?
      • An overview of direct and co-investing:
      - What are the benefits and challenges for family office's    
      compared to the more traditional fund or fund of fund investing?

Moderator: Deepak Lalwani OBE, Director, LALCAP (UK)
Edward Collins,
CIO, HANSON FAMILY HOLDINGS
Ian Barnard, Founding Partner and CIO, CAPITAL GENERATION PARTNERS
Daniel Goldman, Managing Partner, GOLDROCK CAPITAL

10.50 Refreshment break

11.20 CASE STUDIES SESSION:

Case study 1:
Sergio Marques and Ramki Sundaram, INVESTEC

Case study 2: Danjuma Family Office: Private Equity Perspectives
• Office Background
• Private Equity Investment Process and Guidelines
• Private Equity Appetites
• Portfolio Company Highlights
Simon Foster, CFO, TY DANJUMA FAMILY OFFICE

12.00 PANEL DISCUSSION: Transitioning to direct investments

      • Sourcing quality investments
      - Selecting the sector and geography
      • Balancing control and risk
      • Deal flow access
      • Sharing the responsibility of due diligence
      • The role of the "anchor" investor
      • Managing the legal aspects of a deal
      • Determining the correct price for a deal

Moderator: Deepak Lalwani OBE, Director, LALCAP (UK)
Simon Foster
, CFO, TY DANJUMA FAMILY OFFICE
Dr Marie-Athena Papathanasiou, Director, ECOPROSPERITY CAPITAL
Jean-Marc Brisy, Partner, EVEN KEEL PARTNERS

12.40 Chairman's closing remarks
Paul Reynolds, CEO, THAMESIS

12.50 Networking lunchRoundtables: A selection of roundtables hosted by experts on a specific topic area

Roundtable 1: topic TBC
Host: David Currie, Head of Investment Banking & Securities, INVESTEC

Roundtable 2: The do's and don'ts of small family office investing
Host: Ian Morley, Chairman, WENTWORTH HALL

14.00 Close of seminar

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