In today’s environment, inflation rates reaching its highest since decades have continued to impact the stock markets negatively and erode the value of bonds. In other words, while the traditional stock and bond investment portfolio continues to struggle, investors in private equity and venture capital are seeing positive returns. Diversification of return opportunities is becoming increasingly important and private equity and venture capital is essential in to add stability and diversification to your portfolios.
You are exclusively invited to an inspiring meetup to share knowledge and learn about the future European Venture Capital and Private Equity market landscape and the role that the European Investment Fund (EIF) plays in it.
08-March-2023
11:00 – 16:00h CET
On-site:
Mandarin Oriental München
Neuturmstraße 1, 80331 München, Germany (maps)
Livestream: International access from 12:00 CET
Please register to participate on-site or in the livestream.
During the workshop we will evaluate the current state of the market, the opportunities and challenges in European VC and lower-mid market PE and why they are well positioned to benefit from today’s market environment, how established managers with a longer track record, experience in weathering different market cycles is gaining of this stormy weather. Additionally, the ongoing global crises also act as a test of fire to separate viable managers from the unviable.
Further, EIF’s experts will provide insight why private equity secondaries are well positioned to benefit from current market situation, accelerating cash deployment, distributions and adding diversification to your portfolios.
We while also discuss Impact Investing and ESG matters including how to measure actual impact of your investments using the EIF’s unique impact performance methodology.
The workshop not only provides an overview and introduction to the world of private deals, it is also a platform on which investors can exchange ideas with each other in a spirit of partnership.
A portion of the time will be reserved for Q&A and networking. Please submit any questions you’d like covered during the webinar when registering.
Agenda
08-March-2023
11:00 Registration and networking lunch
12:00 Welcome and Introduction
European Investment Fund (EIF) investing in the real economy with the best European private equity and venture capital fund managers.
Joanna Kennila, EIF, Institutional Client Manager DACH & Nordics
12:10 European Technology Venture Capital
European VC is matured, resilient and holding up. We will discuss why European venture capital is well positioned to benefit from today’s market environment, rising global inflation, the energy crisis, and an uncertain geopolitical climate, and how established VC managers with a longer track record, experience in weathering different market cycles are gaining of this stormy weather.
Bjorn Tremmerie, EIF, Head of Technology Investments
12:35 European Private Equity / Lower Mid-market
The small mid-cap segment of the European PE market is highly fragmented and under-researched. Attractive entry valuations combined with proven growth strategies allow managers to deliver EBITDA growth and double-digit returns. The small mid-cap segment of the European PE market has a critical role to play to scale up impact business models, by providing growth capital to innovative companies and solutions to the environmental challenges.
Marco Natoli, EIF, Head of Lower Mid-Market Investments
13:00 European Secondaries market
Why private equity secondaries are well positioned to benefit from today’s markets, accelerating cash deployment, distributions and adding diversification to your portfolios. Secondary transactions offer enhanced cash flow management and higher downside protection compared to primary investments.
Joaquín Alexandre Ruiz, EIF, Head of Secondaries
13:25 Coffee Break
13:45 The State of European Private Equity and Venture Capital
Panel discussion on the current market sentiment, geopolitical & macroeconomic environment, and outlook for 2023.
Bjorn Tremmerie, EIF, Head of Technology Investments
Joaquín Alexandre Ruiz, EIF, Head of Secondaries
Marco Natoli, EIF, Head of Lower Mid-Market Investments
14:15 European GreenTech
Climate and Environment focused Venture Capital and Private Equity delivering both climate impact and financial returns in Europe.
Bjorn Tremmerie, EIF, Head of Technology Investments
14:40 How to Measure Impact?
EIF’s Impact Performance Methodology:
Three steps to track the positive correlation between financial value and social impact. Proven methodology used since 2012 to measure EIF’s first impact programs.
tbd, EIF
15:10 European Investment Fund – Our role to make it happen
EIF’s pivotal role supporting European real economy and competitiveness by connecting financial resources, both governmental and private, to European SMEs via the best PE & VC fund managers.
Joanna Kennila, EIF, Institutional Client Manager DACH & Nordics
15:20 Q&A & Closing Remarks
Rémi Charrier, EIF, Head of ICR
15:30 Networking Drinks & 1-2-1 meetings
16:00 End