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TRANSCRIPT
11. Private Equity & Corporate
Finance Conference
Conference Reception Tuesday, July 3, 2012, 19.00 – 21.00
Hosted by SAMBA Tesla Motors, Zurich
SECA Conference Wednesday, July 4, 2012, 08.45 – 18.00
SIX ConventionPoint, Zurich
Evening Party Wednesday, July 4, 2012, 18.00 – 22.00
Jade Club, Zurich
Organized by Key Sponsors
Welcome Reception on July 3, 2012 – Hosted by SAMBA
19.00 Tesla Motors, Pelikanstrasse 10, Zurich
Speaker: Peter Cornelius, AlpInvest Partners
Morning Sessions on July 4, 2012
08.45 – 12.00
Session I ‐ Young SECA
‐ Marinus Schmitt, Constellation Funds
‐ Marc P. Bernegger, NGFI AG
‐ Adrian Klotzbücher, Merge.rs AG
Session II ‐ Innovation Management
Girish Nadkarni / Mark Felix / Kyle Lefkoff
Andrew Gaule / Ralf Schlaepfer
Kai‐Fu Lee / Lalit Ahuja / Allen Yeung
Milan Ganik / John Cook
Session III ‐ Private Equity Real Estate
‐ John Davidson, IFZ
‐ Benjamin Baumann, SCM
‐ Casper Hesp, INREV
‐ David Bouch, ECPi
‐ Stephan Kloess, KRE KloessRealEstate
SECA Conference on July 4, 2012
12.00
Welcome Reception and Registration
12.30 ‐ 14.10 Keynote Speakers of the 11th SECA Private Equity & Corporate Finance Conference
‐ Bernd Pfister, Chairman SECA, Paros Capital AG
‐ Kai‐Fu Lee, Chairman, Innovation Works (former CEO Google China)
‐ Karsten Langer, Chairman, Riverside Company / EVCA Chairman
‐ Peter Cornelius, Chief Economist, AlpInvest Partners
Track I ‐ Private Equity (English)
Track II ‐ M&A / Corporate Finance (German or English / English slides)
Track III ‐ Legal & Tax (German)
14.15 ‐ 15.15
Future Shape of Private Equity
‐ Rolf Wickenkamp, Deutsche Bank PE
‐ Karsten Langer, EVCA / Riverside
‐ Alex Vukajlovic, Cape Capital/Deal Market
‐ Nicolas Berg, Redalpine
‐ Mod.: David Snow, Privcap LLC
Opportunities and Tools for
Private Equity and Private Markets
‐ Lukas Fecker, KPMG
‐ Philip Whitchelo, IntraLinks
‐ Michael Johnston, KPMG
‐ Monique Saulnier, Sofinnova Partners
‐ Mod.: Adrian Keller, pwc
AIFMD Umsetzung in der Schweiz
KAG – Revision
‐ Dieter Wirth, pwc
‐ Ulrike Hinrichs, BVK
‐ Marcel Lötscher, FMA
‐ Mod.: Hannes Glaus, Bratschi W.&B.
15.15
Coffee / Networking Break
16.00 ‐ 17.00
Risk & Return and Performance
‐ Christian Diller, Montana Capital Partners
‐ Peter Cornelius, AlpInvest Partners
‐ Michael Studer, Partners Group
‐ Mod.: Marcel Meyer, pwc
Case Study I ‐ Mid Buyouts Doʹs and Dontʹs bei Minderheits‐
Investments ‐ Case Study am Beispiel
Stadler Rail/Capvis
‐ Kurt Rüegg, SCCF AG / Stadler Rail
‐ Eric Trüeb, Capvis
‐ Mod.: Beat Unternährer, TCFG
SECA Sample Documentation Einführung / Erklärung SD
Erfahrungen mit SD
Standard Practice
‐ Oliver Triebold, Schellenberg Wittmer
‐ Christian Wenger, Wenger & Vieli
‐ Mod.: Martin Frey, Baker McKenzie
17.00 ‐ 18.00
Panel on LP ‐ GP Interface
‐ Rolf Friedli, Capvis Equity Partners
‐ Rolf Lanz, CGS Management
‐ Tim Creed, Adveq Management
‐ Velina Peneva, Bain & Company
‐ Mod.: Dörte Höppner, EVCA
Case Study II ‐ Large Buyouts Landis & Gyr / European Opportunities
‐ Andreas Umbach, Landis & Gyr
‐ Marco de Benedetti, The Carlyle Group
‐ Mod.: Leonid Baur, Leonardo & Co. AG
Build or kill Venture?
‐ Stefan Hepp, SCM AG
‐ Gregor Zünd, University Hospital Zurich
‐ Simon Meier, Roche Venture Fund
‐ Mod.: Jean‐Philippe Tripet, Aravis
18.00 Evening Party: Business Angel Award 2012 & SECA Conference Farewell
(Location 5 minutes from SIX: Jade Club, Brandschenkestrasse 25, 8002 Zürich)
Welcome Reception on July 3, 2012
Hosted by SAMBA – Swiss Alumni Association of Top Business Schools
Welcome Reception in English
19.00 Private Equity: Creating Value in Challenging Times
‐ Peter Cornelius, AlpInvest Partners
Morning Sessions on July 4, 2012
Morning Session I ‐ Young SECA in German
Zielpublikum: Young SECA Members and their friends.
08.45 – 12.00 Weshalb gründet man einen Fonds
(Bid & Ask) ‐ Marinus Schmitt, Associate Director, Constellation Funds
Finance 2.0‐Startups
‐ Marc P. Bernegger, Partner & Investment Manager, Next Generation Finance Invest AG
M&A 2.0
‐ Adrian Klotzbücher oder Gregory Hung, Co‐Founder, Merge.rs AG
Startup Pitches
Morning Session II ‐ Innovation Management in English
08.45 – 10.00 Corporate VC and Venture Capital
(Exchange) ‐ Girish Nadkarni, Managing Director and Head, ABB Technology Ventures
‐ Mark Felix, Investment Manager, Dow Venture Capital
‐ Kyle Lefkoff, General Partner, Boulder Ventures
‐ Andrew Gaule, Founder and Director, Corven Networks
‐ Moderation: Ralf Schlaepfer, Managing Partner, Deloitte Touche
10.30 – 11.45 Incubators & Accelerators
(Exchange) ‐ Kai‐Fu Lee, Chairman, Innovation Works
‐ Lalit Ahuja, Founder, NextGen Global Accelerator
‐ Allen Yeung, Vice President, Hong Kong Science & Technology Park,
Chairman Business Angels Network Hong Kong
‐ Milan Ganik, Chairman, Nupharo Park
‐ Moderation: John Cook, Chairman, Rock Lake Associates
Morning Session III ‐ Private Equity Real Estate in German and English Zielpublikum: Institutionelle und private Immobilieninvestoren/‐innen, Fondsinitiatoren, Immobilienaktiengesellschaften,
Unabhängige Vermögensverwalter/innen sowie Mitglieder des VR und der Geschäftsleitungen sowie leitende Mitarbei‐
ter/innen aus dem Finanz‐ oder Immobilienbereich von Versicherungen, Pensionskassen, Anlagestiftungen und Immobilien‐
fonds.
08.45 – 12.00 Introduction
(Auditorium) ‐ John Davidson, Institut für Finanzdienstleistungen Zug IFZ
Where does Private Equity Real Estate start and where does it end?
‐ Stephan Kloess, KRE KloessRealEstate
Differences between Private Equity and Private Equity Real Estate
‐ Benjamin Baumann, Investment Professional, SCM Strategic Capital Management AG
Developments in the field of PERE
‐ Casper Hesp, Research Director, INREV
Opportunities in the field of PERE
‐ David Bouch, EuroCapital Property Investors
Panel Discussion and Q&A
SECA Conference on July 4, 2012
12.00 – 12.30 Welcome Reception and Registration
Main Session / Key Note Speakers in English
This session is for all those who are interested in the fields of private and public equity, debt and equity capital markets, corpo‐
rate finance, economic trends and developments, regulatory changes and performance of different asset classes. It is key note
speakers’ session in the most prestigious conference on private equity and corporate finance in Switzerland.
12.30 – 14.10 Welcome to the 11th Private Equity & Corporate Finance Conference
(Auditorium) ‐ Bernd Pfister, Chairman SECA, Paros Capital AG
‐ Kai‐Fu Lee, Chairman, Innovation Works (former CEO Google China)
‐ Karsten Langer, Partner, Riverside Company / Chairman, EVCA
‐ Peter Cornelius, Chief Economist, AlpInvest Partners
Track I – Private Equity in English
14.15 – 15.15 Future Shape of Private Equity & Private Markets
(Auditorium) ‐ Rolf Wickenkamp, Vice Chairman, Deutsche Bank Private Equity
‐ Karsten Langer, Chairman, EVCA / Riverside
‐ Alex Vukajlovic, CEO, Cape Capital and Founder, DealMarket
‐ Nicolas Berg, General Partner, Redalpine
‐ Moderation: David Snow, Founder, Privcap LLC
16.00 – 17.00 Risk & Return and Performance
(Auditorium) ‐ Christian Diller, Partner, Montana Capital Partners
‐ Peter Cornelius, Chief Economist, AlpInvest Partners
‐ Michael Studer, Partner, Partners Group
‐ Moderation: Marcel Meyer, Partner, pwc
17.00 – 18.00 Panel on LP ‐ GP Interface
(Auditorium) ‐ Rolf Friedli, Partner, Capvis Equity Partners
‐ Rolf Lanz, Partner, CGS Management
‐ Tim Creed, Executive Director, Adveq Management
‐ Velina Peneva, Partner, Bain & Company
‐ Moderation: Dörte Höppner, Secretary General, EVCA
Track II – M&A / Corporate Finance in German or English
14.15 – 15.15 Opportunities and Tools for Private Equity and Private Markets
(Exchange) ‐ Lukas Fecker, Partner, KPMG
‐ Philip Whitchelo, Vice President Product Marketing, IntraLinks
‐ Michael Johnston, Associate Director of PE for Russia, KPMG
‐ Monique Saulnier, Managing Partner & CFO, Sofinnova Partners
‐ Moderation: Adrian Keller, pwc
16.00 – 17.00 Case Study I ‐ Mid Buyouts
(Exchange) ʺDoʹs and Dontʹs bei Minderheits‐Investmentsʺ ‐ Case Study am Beispiel Stadler Rail/Capvis
‐ Kurt Rüegg, Partner, Swiss Capital Corporate Finance AG / Stadler Rail
‐ Eric Trüeb, Partner, Capvis Equity Partners
‐ Moderation: Beat Unternährer, The Corporate Finance Group
17.00 – 18.00 Case Study II ‐ Large Buyouts
(Exchange) ‐ Andreas Umbach, CEO, Landis & Gyr
‐ Marco de Benedetti, Managing Director/Co‐head Europe Buyout Fund, The Carlyle Group
‐ Moderation: Leonid Baur, Leonardo & Co. AG
Track III – Legal & Tax in German
14.15 – 15.15 AIFMD Umsetzung in der Schweiz / KAG – Revision
(Bid & Ask) ‐ Dieter Wirth, Partner, pwc
‐ Ulrike Hinrichs, Geschäftsführerin, BVK
‐ Marcel Lötscher, Leiter Bereich Wertpapiere, Mitglied der Geschäftsleitung,
FMA ‐ Finanzmarktaufsicht Liechtenstein
‐ Moderation: Hannes Glaus, Bratschi Wiederkehr & Buob
16.00 – 17.00 SECA Sample Documentation
(Bid & Ask) Einführung / Erklärung SD / Erfahrungen mit SD / Standard Practice
‐ Oliver Triebold, Partner, Schellenberg Wittmer
‐ Christian Wenger, Partner, Wenger & Vieli Rechtsanwälte
‐ Moderation: Martin Frey, Partner, Baker McKenzie
17.00 – 18.00 Build or Kill Venture? ‐ Ingredients for entrepreneurial success
(Bid & Ask) ‐ Stefan Hepp, CEO and Co‐founder, Strategic Capital Management
‐ Gregor Zünd, Director Research and Education, University Hospital Zurich
‐ Simon Meier, Investment Director, Roche Venture Fund
‐ Moderation: Jean‐Philippe Tripet, Gründer Aravis
Evening Party
18.00 ‐22.00 Business Angel Award 2012
(Jade) SECA Conference Farewell
Details of the Conference and Registration
Location
Welcome Reception (A) Conference (B) Evening Party (C)
Tesla Motors ConventionPoint Jade Club
Pelikanstrasse 10 Selnaustrasse 30, Zurich Brandschenkestrasse 25
8001 Zurich www.conventionpoint.ch 8002 Zurich
The ConventionPoint is easily accessible by tram, train or taxi. It is a short distance from the airport and
close to the main train station (Zürich HB, 500m). It is suggested to travel by public transportation. The
Jade Club is in walking distance from the ConventionPoint.
Costs
Participation Fee
Welcome Reception CHF 45
Conference CHF 390 (EUR 330)
Members of SAMBA CHF 150 (EUR 130)
Only for SECA Members (without welcome reception)
SECA Full Member 3 participants for free
SECA Associate Member 2 participants for free
SECA Individual Member 1 participant for free
SECA Young Professionals CHF 100 (EUR 80)
For SECA Members and Non Members, there is a no show fee of CHF 150.
Registration
Please use the separate registration card or send an email to [email protected].
Contacts
Maurice Pedergnana, General Secretary
Marcel Bosshard, Academy for Best Execution (Programme and event coordination)
Andrea Villiger, Head Administration
SECA Swiss Private Equity & Corporate Finance Association
Grafenauweg 10
CH‐6304 Zug
Phone +41 41 757 67 77
E‐Mail [email protected]
Web www.seca.ch
Save the Date
Upcoming SECA Events 2012
Trend Luncheon: Unternehmenswert von Marken‐Unternehmen steigern
Wednesday, 19 September 2012, 12.00 – 15.00,
Zurich, Au Premier
SECA Evening Event (Legal & Tax)
Wednesday, 26 September 2012, 17.00 – 19.00,
Zurich, Widder Hotel
SECA Evening Event ‐ Employee Stock Plan Regulation – new!
Wednesday, 17 October 2012, 17.00 – 19.00,
Zurich, Widder Hotel
Top 100: Die besten Startups der Schweiz 2012
Monday, 29 October 2012, 17.00 – 20.00,
Zurich, Maag Halle (Härterei)
SECA Evening Event (Seed Money & Venture Capital)
Wednesday, 07 November 2012, 17.00 – 19.00,
Zurich Widder Hotel
SECA Evening Event (Outlook 2013)
Wednesday, 12 December 2012, 17.00 – 19.00,
Zurich Widder Hotel
For more information please visit our website www.seca.ch, read our weekly
eNewsletter and join us on Xing! Event details will follow as soon as possible!
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sory services worldwide. More than 161,000 people in 154 countries across our network connect their
thinking, experience and solutions to develop fresh perspectives and practical advice that truly en‐
hance value for clients, communities and the world.
Wenger & Vieli is a law firm with offices in Zurich and Zug. For more than
forty years, we have dedicated ourselves to serving our clients and their
needs, primarily in the area of business law. Our clients appreciate both our
strong roots in the Zurich region as well as the international focus of our law
firm. We distinguish ourselves from other law firms through our personal counseling in small teams. This enables us to
respond quickly to client needs on an individual basis. In so doing, the quality of our work is always at the forefront. We
advise our clients on a timely basis, in the form desired and at reasonable expense.
SIX operates the competitive infrastructure underpinning the Swiss finan‐
cial center, catering to an ever‐increasing global client base. Its four busi‐
ness areas provide a comprehensive range of services in the areas of securities trading, financial information processing,
and cashless payment transactions. This includes the operation, regulation and monitoring of electronic exchange trad‐
ing, the calculation of indexes, the downstream settlement and custody processes of securities trading, the distribution of
reference and market data, the operational processes surrounding issuance and acceptance of credit, debit and prepaid
cards, the settlement of electronic bills as well as interbank payment transactions in Swiss francs and euros. Approxi‐
mately one‐fourth of the revenue is generated abroad. Outside Switzerland, SIX is present in 24 countries, where approx‐
imately one‐third of its employees work. The largest locations are in Zurich, Paris, Vienna, Stockholm, Stamford, CT
(USA) and London.
The Swiss Association of MBAʹs (SAMBA) purpose is to connect alumni of the worldʹs
leading business schools to exchange latest business thinking and expand professional
networks through events and its vast member directory. In 2010, SAMBA offered more
than 60 events to its members, thereby bringing together over 2,000 alumni, students and friends of the worldʹs leading
business schools in Switzerland. Besides organizing proprietary events, SAMBA offers various top events co‐hosted by
Alumni Chapters, or organized by leading business associations including the Swiss American Chamber of Commerce
and the Swiss Venture Capital Association. In addition, SAMBA provides access to career services including the first
Swiss MBA Career Forum. The SAMBA community keeps growing strong and SAMBA members increasingly connect
online through the SAMBA Member Directory, Facebook, and LinkedIn. For further info: www.swissamba.ch
Organized by In Co‐Operation with
Supporting Organisations
Conference Partners Platinum
Conference Partners