Saturday 10th March 2018 – Day 2
8:00 – Refreshments
8:45 – Opening Remarks: Myths and Dangers in Emerging Markets
Piroska Nagy Mohacsi – Programme Director in the Institute of Global Affairs (IGA) of LSE
Piroska is a macroeconomist and Programme Director of the Institute of Global Affairs at the London School of Economics and Political Science (LSE), where she is responsible for various global policy initiatives on financial resilience, growth and migration. She was Policy Director of the European Bank for Reconstruction and Development (EBRD), overseeing strategic directions in Emerging Europe, Central Asia and North Africa as well as major policy initiatives. She was also responsible for the EBRD’s economic forecast and co-created and co-led the Vienna Initiative in 2008-15, a public-private crisis management and coordination platform in emerging Europe, and headed its Secretariat.
Piroska worked in senior positions as economist for the International Monetary Fund (IMF) between 1986 and 2008 with surveillance, policy advice and program responsibilities in Europe, Africa and Asia. While on leave from the IMF, she was guest lecturer at the Hebrew University of Jerusalem in 1996/97 and Senior Adviser at Fitch Ratings in 2003/4. She has published extensively in the areas of financial stability, fiscal policy reform and structural transformation, and the rise of economic populism. She is the author of the book The Meltdown of the Russian State (Edgar Elgar, 2000).
9:00 – Keynote Session
Jorge Born – Former Deputy Chairman, BUNGE
Jorge Born is currently the President and CEO of Bomagra S.A. a privately held company focused in farming, grain production and cattle management. Until 2010, Mr Born served as Deputy Chairman of Bunge Limited, a NYSE quoted agribusiness company operating world-wide. He began his career in Bunge back in 1983 and he has over 30 years of experience in the Agricultural sector. Mr. Born has a BSc in Economics from the Wharton School of the University of Pennsylvania, is a member of Wharton’s Latin American Board and a member of the Board of Governors of Wharton’s Lauder Institute. Mr. Born is also the President of the Fundación Bunge y Born, Argentina’s leading charitable institution.
9:45 – Panel Discussion: Healthcare – Anti Microbial Resistance: Its Future Challenges and Implications for Emerging Markets
Jennifer Cain – Head of Market Access, Roche
Jennifer Cain is Head of Market Access, Pricing, and Policy at Roche Europe from 2016. Jennifer was Market Access Manager at Novartis for Asia, Middle East and Africa (AMEA) in 2013-2016 and Program Manager for European on Health Care System at World Health Organization in 1999-2005.
Richard Stabler – Associate Professor in Molecular Bacteriology, LSHTM
Richard is an Associate Professor in Molecular Bacteriology in the Pathogen and Molecular Biology Department. His has a background of using whole organism high throughput technologies to investigate the genetics behind virulence and molecular epidemiology. He has researched several important human pathogens where drug resistance is a vital component including Clostridium difficile and methicillin resistant Staphylococcus aureus. In addition, he has designed a self-learning pan-pathogen diagnostic microarray which could identify AMR genes and investigated alternatives to antibiotics.
Richard’s current research projects are investigating antimicrobial resistance in two bacteria which are rapidly becoming untreatable due to the lack of effective antibiotics: Acinetobacter baumannii and Neisseria gonorrhoeae. He is currently using next-generation sequencing to investigate the population structure of A. baumannii and the genetics behind bacterial survival mechanisms during infection. For N. gonorrhoeae, he is investigating the role that other organisms play in the acquisition and development of resistance.
As a Director of the Antimicrobial Resistance Centre, Richard wants to bring together all aspects of the Centre to form a coordinated approach to tackling AMR. The global links within the centre offer an excellent opportunity to develop tools to help those most at risk to AMR related burden.
Nicola Blackwood - Former Member of Parliament for Oxford West and Abingdon and Parliamentary Under Secretary of State for Public Health & Innovation
Nicola Claire Blackwood is a former Member of Parliament (MP) for Oxford West and Abingdon who was also Chair of the Science and Technology Select Committee during the Second Cameron ministry and as a junior health minister during the First May ministry.
She was elected at the 2010 election with a majority of 176 defeating the Liberal Democrats who held the seat since 1997. She lost her seat in the 2017 election to the Liberal Democrats who won it back with a majority of 816.
Chair: Dr Stephen L. Roberts – LSE Fellow, Global Health Policy, Department of Health Policy, LSE
Dr Stephen L. Roberts is LSE Fellow in Global Health Policy. He is a module convenor on the MSc programme in Global Health and a member of the LSE Global Health Initiative. Dr Roberts is also an Associate Researcher at the Centre for Global Health Policy (CGHP) at the University of Sussex.
Dr Roberts joined the Department of Health Policy in 2016. Prior to this appointment, he has held academic and research positions in the Department of Global Health and Social Medicine, King's College London (KCL), as well as the Department of International Relations and the Centre for Global Health Policy at the University of Sussex.
10:45 – Refreshments
11:00 – Panel Discussion: China’s Urbanization: Emerging Middle Class and Consumption Upgrade
Laura DeSwart, CRX, CLS, CSM - President, Greater China at Triple Five World Group Enterprises
Laura serves as President of Triple Five China. Triple Five Group owns the largest malls in North America namely West Edmonton Mall and Mall of America and is developing a second largest Mall in the US - American Dream in greater New York. Their first project in China - Mall of China is located in Chongqing and will open by 2020.
A Chinese-American, Laura possesses a unique background and extensive experience in the retail real estate industry. For the past 20 years she has held various leadership roles with iconic real estate corporations including The Rouse Company, Steiner + Associates, CP Group, Simon Property Group, Ivanhoe Cambridge and mostly recently with Walmart Realty, a division of the world's largest retailer Walmart Stores Inc.
Laura holds an MBA degree from Florida International University and Executive Development Program certificate from The Wharton School of the University of Pennsylvania. She holds the ICSC Certified Retail Property Executive (CRX), Certified Shopping Center Manager (CSM) and Certified Leasing Specialist (CLS) designations. She is a faculty member of ICSC’s John T. Riordan School for Retail Real Estate Professionals, and authored the book - Retailing in China (ISBN 1582680906, 9781582680903) - published by ICSC in 2009.
Vince Xie QianYi - Partner, Knights Genesis Group
Mr. Vincent Xie is Funding Partner and CEO of Knights Genesis. Mr. Xie has rich experience in alternative investment in domestic China and overseas. He has led and participated as core team member in many large-scale overseas investments for Chinese enterprises in North America, Middle East, Africa and Europe in real estate, infrastructure, energy and forestry. He is also a seasoned investor in big data and large consumption. He has been working with many Chinese enterprises such as China Development Bank, ICBC, Sinosure, China Railway Construction Corporation, China State Construction Engineering Corporation, China National Building Material Company, Ping An, Shanghai Municpal Investment (Group) Corporation, etc. Mr. Xie is also a council member of CCG and a committee member of LSEEMF.
Kenneth Dingledine – President, Harmonia Holdings Ltd.
Kenneth Dingledine is the President of Harmonia, dedicated to promoting cross-cultural collaborations in live theatrical, artist management, arts education and philanthropic innovation between the East and the West. As one of the most respected executives in the Broadway industry, he has worked in the theatrical production and licensing world for over 20 years. Before joining Harmonia, Ken led major content supply and author representative companies including musical theatre specialist, Theatrical Rights Worldwide (TRW) as Senior Vice President, responsible for heading all of TRW's domestic and international operations. Prior to TRW, Ken was Vice President and Director of Operations for Samuel French Inc., the oldest and largest performing arts agent and licensing company in the world.
Ken has developed shows for Broadway and regional theatres across the United States and redeveloped existing content for localized market distribution. He has worked in the UK marketplace with both West End and touring production companies distributing their productions to theatre organizations and presenters across the world. In his career, he has brought over 800 new works into the worldwide theatrical market place and exposed the work of over 500 artists and creators including such high-grossing musical titles as CHICAGO, GREASE, and the recent Broadway smash, ROCK OF AGES. He also has published and promoted the work of legendary authors including Pulitzer Prize winners, Neil Simon, August Wilson and Thornton Wilder.
Chair: Will Zhao – Director Strategic Consulting, JLL Shanghai
Will is a Director with Jones Lang LaSalle's Shanghai Strategic Consulting Group. Strategic Consulting provides creative solutions in the areas of Development and Asset Strategy, Organizational Strategy, and Occupier and Investor Portfolio Strategy. Our clients include corporations, developers, investors, governments, and institutions such as port and airport authorities, development authorities and higher education establishments.
Will has over 15 years of strategy and management consulting experience covering broad range of sectors including Real estate, Retail & FMCG, Healthcare and Financial sector. He has spent over 9 years in continent Europe prior to relocate back to Shanghai and has worked in U.S, UK, Continent Europe and Asia Pacific with various projects.
A few representative UK based client projects lead by Will includes: Jaguar Land Rover's 14.7bln RMB investment and JV setup in China with Cherry Automotive Group in China, GSK market expansion and sourcing strategy in China, Mark Spencer operating model transformation in China, and Regetta on-line digital strategy in China.
Prior to JLL, Will was a Director at Allergan Inc, focusing on China Medical Aesthetic Sector. He has also spent years at Starbucks on consumer insights/innovation and KPMG, Accenture on strategy and management consulting sector.
12:00 – Panel Discussion: Renewable Energy and Technologies
Tim Naylor – Senior Director, Envision Digital, EMEA
Tim Naylor is a veteran in advanced Information Management and Analytics sectors and heads Envision Energy’s Digital business in EMEA. He has an Honours degree in Information Science from Otago University, an MBA from London Business School and 20 years leadership experience with Oracle EMEA. For the past 3 years Tim has been helping global energy companies create advantage from digitalisation, where advances in Energy IoT, cloud computing, big data and machine learning are dramatically reshaping the energy value chain and enabling significantly more effective asset and operations management.
Tim Whyte – Commodities Trader & Former Portfolio Manager, Brevan HowardTim Whyte is a Managing Director and Head of the Resource Investment Division of SAPINDA Group. Mr. Whyte started his career trading commodities in 1995 at Goldman Sachs in London before joining Enron in 1999 to trade energy. In 2003 he joined Sofaer Capital Global Research as a Senior Research Analyst and trader for the Sofaer Global Equity Hedge Fund.
In 2005 Tim Whyte founded and ran the Sofaer Capital Natural Resources Fund with over 1bn US$ assets under management. In 2008 Tim joined Brevan Howard Asset Management, the largest Hedge fund firm in Europe. Mr. Whyte holds BSc in Economics from the London School of Economics.
Dr. Mattia Romani – Managing Director, Economics, Policy and Governance at the European Bank for Reconstruction and Development
Dr Mattia Romani is Managing Director for Economics, Policy and Governance at the European Bank for Reconstruction and Development. He is also Senior Visiting Fellow at the Grantham Research Institute at the London School of Economics.
Before joining the EBRD in 2014, he was the Deputy Director General and Chief Economist of the Global Green Growth Institute, an international organization based in South Korea created to support developing and emerging countries on their green growth plans. He was previously with McKinsey and Company, where he worked as a senior expert since 2009.
He served as Lord Nicholas Stern’s deputy on the UN Secretary General High-Level Advisory Group on Climate Finance in 2010. Between 2007 and 2009, he worked as the lead economist on the Stern Review team in the UK Government.
He was previously at Shell International working on long-term scenarios. Between 1999 and 2003 he worked at the World Bank in Washington DC, Abidjan and Antananarivo. He holds a doctorate (D.Phil.) in economics from the University of Oxford and a M.Sc. in Development Studies from the London School of Economics.
Cyrille Arnould – Head of GEEREF Front Office Team
Cyrille joined the GEEREF Front Office in 2008. Previously, he was a Senior Officer at EIB's Africa, Caribbean and Pacific Department, where he oversaw the development of private equity and microfinance portfolios. Prior to joining the EIB in 2003, Cyrille was a Senior Investment Officer at the International Finance Corporation’s SME Department, which he joined after four years with IFC’s Financial Markets Group, Sub-Saharan Africa Department. He was previously IFC's Senior Investment Officer based in Russia. Before joining IFC, Cyrille worked in Russia for the European Bank for Reconstruction and Development, first as Investment Manager for Smolensk Regional Venture Fund and then as Principal Banker in Moscow.
Cyrille holds a Diploma from the Political Science Institute and a Master's in Law, both from the University of Strasbourg, and an MBA from the Wharton School of the University of Pennsylvania.
Bryan Train – Managing Partner at Chayton Capital LLP & CFO CleanBay Renewables LLC
Bryan A. Train has extensive international experience in sectors including renewable energy, capital markets, real estate development and strategic business transformation projects within industry.
Bryan acts as the Chief of International Development for Globomass Limited, an Irish Renewable Energy Project Developer, Chief Financial Officer of CleanBay Renewables LLC, Globomass subsidiary in the United States and a Managing Partner of Chayton Capital LLP, a UK based Investment Advisor.
Bryan was a co-founder & director of Asha Zuri Participacoes, which funded the development of 3,500 low income units (total project value US$ 140 million) in Sao Paulo & Minas Gerais within the Brazilian government’s “Minha Casa, Minha Vida” social housing program.
Bryan holds an MSc in Logistics, Trade and Finance from the Cass Business School & is a graduate of the European Business School (now Regents University) where he studied International Business & German.
13:00 – Networking Lunch
14:00 – Panel Discussion: Private Equity in Africa
Karima Ola - Partner, Leapfrog Investments
Karima is a Partner focused on African investments. A deeply experienced operator and investor, she has significant experience working across the continent. Karima is widely recognised for her work shaping the investment landscape in Africa and was recently named one of “Africa’s women to watch” by Bloomberg.
Previously, Karima was Chief Investment Officer and a member of the board at ADC African Development Corporation, where she initiated the company’s entry into Nigeria and ran a number of multimillion-dollar transactions. Prior to this, she was a Managing Partner at Chayton Capital LLP, where she led the creation of the company’s first Africa Agriculture fund. Earlier, Karima was Executive Director, Global Equities, at HSBC in a role that spanned the UK, Hong Kong and South Africa.
Karima is a Member of UK Institute of Directors and holds a Bachelor of Science in Civil Engineering and a postgraduate diploma in Economics from the University of London. She sits on the Sustainability Committee of Africa Private Equity & Venture Capital Association (AVCA). Karima speaks French and Yoruba and is learning Swahili.
Jean-Philippe Syed - Portfolio Manager, Development Partners International
JP joined DPI in 2016.
His prior work experience combines investment banking at BNP Paribas and JPMorgan with management consulting at McKinsey & Company and The Boston Consulting Group. He has extensive experience leading M&A, strategy and transformational projects for government entities, major corporations and financial sponsors across both developed markets (North America, Europe) and emerging markets (Africa, Middle East, South East Asia). JP has worked and lived in 5 continents and visited over 100 countries.
JP speaks 5 languages and graduated from Imperial College London with a Masters in Aeronautical Engineering. JP is a citizen of France, Canada and Bangladesh.
Ann Wyman – Director, AfricInvest
Ann is a Senior Officer at AfricInvest, responsible for client relations. An internationally recognized economic and geopolitical researcher and manager with two decades of experience in financial services and consulting, Ann has worked as an economist and head of Emerging Markets Research at both Citi and Nomura. Ann also currently serves as a Senior Advisor at Gatehouse Advisory Partners, a geopolitical consulting firm based in London, and contributes analysis to Oxford Analytica, an internationally renown global analysis and advisory firm. Ann is a member of the board of the Tunisian American Enterprise Fund, established by the United States government to help foster stronger investment ties with Tunisia and launch local SMEs as engines for longer-term growth. Ann is a graduate of the University of Pennsylvania (BA), and Columbia University's School of International and Public Affairs (Masters).
Asad Naqvi – Managing Director, Apis Partners
Asad Naqvi is a Managing Director at Apis, a private equity fund specializing in financial services and financial technology investments in growth markets. Asad is actively involved in originating, executing and managing the firm’s investments.
Prior to Apis, Asad was a Partner at Wolfensohn Fund Management, the financial services focused private equity fund founded by James Wolfensohn (former World Bank President). Asad headed Wolfensohn’s London office and managed several of the firm’s financial services investments, ranging from consumer finance lenders to stock exchanges. Previously, Asad was the Director of Acquisitions & Investments at The Resource Group (TRG), a global investment holding company, and started his career at Lazard where he worked on over 10 M&A transactions with an aggregate value of over $14 billion. Asad has served on the Board of Directors of several investee companies, and has spoken on issues of financial inclusion and innovation at several industry events.
Asad holds an MBA from Harvard Business School and a BA in Economics from Georgetown University.
Alexander Trotter - Founder, Newmarket Asset ManagementAlexander Trotter is a partner and founder of Newmarket Asset Management, a specialist investor in frontier African equities. He has been involved in African investment and business management since 2006. Prior to founding Newmarket, he was a portfolio manager of Fulcrum Asset Management and previously headed United Bank for Africa’s Global Asset Management business. He has considerable African investment and corporate finance experience, particularly within the financial services sector and held senior positions at the United Bank for Africa Plc, during the period of the Group’s expansion across Africa.
He began his career at Linklaters as a corporate lawyer, working in cross border mergers and acquisitions, followed by banking and asset management positions at UBS, GAM and Firecrest Hambro.
Alex holds degrees from Oxford University and Imperial College.
Chair: Eli Talmor – Founder of Institute of Private Equity, London Business School
Founder of Private Equity at LBS, Professor Eli Talmor is co-author of International Private Equity, broadly considered to be the reference book on the private equity industry. He is frequently invited to deliver keynote speeches to business executives worldwide, testified at the UK Parliament on private equity and advised the UK Prime Minister’s Office.
He served on the London Business School Board of Governors and the advisory board of the African Venture Capital Association. He also practices venture capital and is a serial cornerstone investor with multiple exits.
Before joining the London Business School, he was on the finance faculty at the University of California (UCLA and Irvine), Tel Aviv University and the Wharton School (University of Pennsylvania).
15:00 – Keynote Session
Bas B. Bakker - Senior Regional Resident Representative, Central & Eastern Europe, IMF
Bas B. Bakker is the IMF's Senior Regional Resident Representative for Central and Eastern Europe in Warsaw. He joined the IMF in 1993 and has held in four IMF departments, working on a range of countries, and policy and research issues. He has worked extensively on central and Eastern Europe, including as head of the Emerging Europe Regional Division and as mission chief for Bulgaria, and is the co-author of the book "How Emerging Europe Came Through the 2008/09 Crisis: An Account by the Staff of the IMF's European Department." He is a national from the Netherlands and obtained his PhD in economics from the University of Groningen. He is married with three kids.
15:45 – Refreshments
16:00 – Workshop Session
Strand E : Islamic Finance : Demystification of an Emerging Industry
Mohammad Farrukh Raza - Managing Director, IFAAS (Islamic Finance Advisory & Assurance Services) Member, AAOIFI’s Governance & Ethics Board
Farrukh enjoys 13 years of extensive and diverse experience in Islamic finance industry. His contribution involves policy level advisory to the governments of more than 20 countries, building the infrastructure for Islamic finance, and playing key roles in launching ground-breaking Islamic finance operations across several jurisdictions. He led IFAAS team in various high-profile projects, form the development of Islamic finance Masterplans, strategic blueprints and regulatory frameworks for countries to
launching over 100 products for institutional clients. He is actively contributing towards the industry’s thought-leadership and standard-setting, pushing Islamic finance to a higher degree of Shariah compliance, professionalism and inclusiveness.
Strand F : Logistics of E-commerce
Alistair Wood – Senior Director Corporate Affairs, Lenton Group
Alistair Wood received his Masters in Financial Economics before joining the Audit & Assurances Services team at EY in Canada. After spending a-number-of-years in Public Practice and having gained extensive experience in auditing and consulting large multi-national corporations as well as SMEs, he moved to Hong Kong to join Lenton Group as Director - Corporate Affairs. Lenton Group is a market leader in the international logistics arena and has one of the largest independent linehaul networks with gateways in over 39 countries. Along with overseeing Lenton Group's Financial department (including Mergers & Acquisitions), he is also Managing Director - UK and is on the Board of Directors sitting alongside members representing the company's three shareholders - GeoPost (La Poste), Japan Post and Hamington Ventures.
16:45 – Workshop Session
Strand G : Fashion in Emerging Markets
Clare McKeeve - Partner, Eaton Gate Capital Partners; Founder of The Luxcite Portfolio
Clare is using her near 20 years of advising and investing across all consumer sectors, to specialise in luxury brands, recognising a lack of strategic investing in smaller companies. Being one of the few female senior investors in private equity, Clare is using her knowledge and experience as an investor and also a consumer (over 80% of consumer purchases are female led), to create this new investment platform.
Clare is a Founder Partner at Eaton Gate Limited. Prior to this, she was a Managing Director & COO for Macquarie Capital in EMEA. She has over 19 years of advisory experience covering several leading Private Equity firms in Europe as well as family offices. She also represented investors in key Boards tied to principal investments as well as a member of the Board of Macquarie Capital in Europe.
Before Macquarie, Clare was an early Partner at Aletheia Partners LLP, advising on mandates with an enterprise value in excess of €5 billion since 2002, covering retail, media and consumer industries primarily in Germany and the UK. Additionally, she has been particularly active in raising €3.4 billion of debt capital. The Enterprise Value of principal investments sums to €2.1 billion (with an investment return of 3.9x on invested capital).
Prior to Aletheia Partners, Clare worked in the Private Equity Group at KPMG, part of the original team to establish this new unit for the partnership covering 13 private equity houses in Europe.
Clare holds LLB in Law from Glasgow University and a Post Graduate Diploma in Business and Finance from University of Strathclyde. She has also qualified for her Fellowship (FCA) from ICAEW.
Strand H : The Start-up World through the Eyes of The Family
Pietro Invernizzi - Dealflow Associate, The Family
Pietro Invernizzi manages deal-flow and fundraising at The Family, a pan-European infrastructure helping ambitious entrepreneurs build successful businesses. A King’s College London grad, Pietro began his journey at The Family after working at a small-cap Private Equity fund in New York (GF Cap) and an M&A investment banking boutique in London (Greenhill). He now works on selecting the best European startups to join The Family and follows them through their growth and fundraising rounds. This involves working with all main stakeholders in the startup ecosystem, including founders, investors, partners, press and schools.
17:30 – Keynote Session: Emerging Markets in 2018: Riding the Growth Wave
Dr. Murat Ulgen – Global Head of Emerging Markets Research, Managing Director, HSBC
Dr. Murat Ulgen is HSBC’s Global Head of Emerging Markets Research and Managing Director. He joined HSBC in April 2006 as the Chief Economist for Turkey. Before joining HSBC, he held several sell-side economist and strategist positions in London and Istanbul, covering more than 15 emerging market countries in that time zone. In December 2009, Dr. Ulgen was appointed HSBC's Chief Economist for Central & Eastern Europe and sub-Saharan Africa. Dr. Ulgen holds a doctorate degree in finance and has also lectured at several Turkish universities on economics and international finance.
18:15 – Closing Remarks
18:30 – Networking Cocktail Reception