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GERMAN M&A AND PRIVATE EQUITY FORUM 2015

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18-19 MARCH 2015 INTERCONTINENTAL HOTEL, DÜSSELDORF mergermarketgroup.com/conf/germany2015

GERMAN M&A AND PRIVATE EQUITY FORUM 2015

DAY 1 CAPITAL RAISING IN PUBLIC AND PRIVATE MARKETS

18-19 MARCH 2015 INTERCONTINENTAL HOTEL, DÜSSELDORF

9.30

CFO S FOCU

MORNING SESSION

Registration & coffee

11.05 Keynote address: Germany - the Cornerstone of Growth and Stability in Europe?

10.00 Welcome address

12.45 Panel: Where is the high yield market heading? This panel discussion focuses on the current structure of the high yield market, Is this weak performance of high yield bonds in the US causing an effect in Europe? Who can be identified as the main players? Alexis Renault, Executive Director, Head of High Yield, Meriten Asset Management Christian Hendker, Head of Fixed Income Research, Talanx Asset Management Tatjana Greil Castro, Portfolio Manager, Managing Director, Muzinich Kyle Kloc, Director, Head of the Global High Yield Strategy, DWS Investments Anneken Tappe, High Yield Reporter, Debtwire (moderator)

Germany is the largest economy in Europe and has been an anchor of stability during the recent crisis. Growth in Germany should pick up again in the course of 2015. However, decisions taken by the grand coalition are anything but strengthening economic dynamism. The euro area is exposed to new risks from Greece and a lack of reforms in France and Italy. On the other side a country like Spain demonstrates that fundamental reforms finally show a positive impact on employment and growth.All in all 2015 should bring us closer to a clarification on the future of Europe. Otmar Issing, Former Member of the Executive Board of the European Central Bank

Thomas Schulz, Partner, Noerr LLP

10.15 Presentation: Trends in debt finance This session will explore in more detail the trends taking place between traditional bank finance and capital markets funding for German corporates. The speaker will identify what regulatory changes within the European banking sector mean for the cost of capital (and corporate lending) and for which types of company that capital markets may be suitable for. Mathew Cestar, Head of Leveraged Finance, Credit Suisse Arno Fuchs, Chief Executive Officer, FCF Fox Corporate Finance

13.30 Networking lunch

11.35 Networking coffee 12.05 Panel: Perspective of Mittelstand borrowers Finance directors of German Mittelstand / private companies offer their perspective on the corporate financing environment. How is the funding environment changing? What structures are now more common? What choices are available to borrowers? Philipp Haindl, Managing Director, Serafin group Tom Alzin, Director, Buyout Team, Deutsche Beteiligungs AG Jörg Mugrauer, Director, Quadriga Capital Arno Fuchs, Chief Executive Officer, FCF Fox Corporate Finance Sarah Syed, Reporter, Debtwire (moderator)

CONFIRMED SPEAKERS INCLUDE:

Keynote: Otmar Issing, European Central Bank

Thomas Schulz, Noerr LLP

Mathew Cestar, Credit Suisse

Arno Fuchs, FCF Fox Corporate Finance

Sarah Syed, Debtwire Europe

Philipp Haindl, Serafin group

Contact us: [email protected] | + 44 (0)207 010 6134 | mergermarketgroup.com/event/germany2015

Tom Alzin, Deutsche Beteiligungs AG

Jörg Mugrauer, Quadriga Capital

Alexis Renault, Meriten Asset Management

Christian Hendker, Talanx Asset Management

Tatjana Greil Castro, Muzinich

Kyle Kloc, DWS Investments

GERMAN M&A AND PRIVATE EQUITY FORUM 2015

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DAY 1 CAPITAL RAISING IN PUBLIC AND PRIVATE MARKETS

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18-19 MARCH 2015 INTERCONTINENTAL HOTEL, DÜSSELDORF

CFO S FOCU

AFTERNOON SESSION

EQUITY ROOM: Ballroom

14.30 Presentation: Is private placement a long term solution for the IPO market?

B

DEBT ROOM: Ballroom

14.30 Presentation: Private debt funds – the emergence of a new class of lenders

Trends and lessons learned on recent IPOs in Germany. Including several examples of recent private placements before public offerings Jens Voss, Global Head of Equity Capital Markets, Commerzbank AG

Being a key non bank lender in the debt space GE Capital will discuss the mechanics of a debt fund deal, sharing their own experiences and challenges Theo Weber, Head of Leveraged Finance Germany, GE Capital

15.00 Panel: The rise of shareholder activism in Europe

14.50 Panel: The rise of the direct lender

The panel will consider how companies can protect themselves from hedge fund activism, including actively managing investors and the importance of anchor investors. David Ebsworth, Chairman, Verona Pharma PLC Andreas Segal, CFO, Deutsche Wohnen Maarten Wildschut, Fund Manager, RWC Partners Charles Martin, Senior Partner, Macfarlanes Lucinda Guthrie, Editor, Dealreporter Europe [moderator]

Private debt funds have begun to offer innovative and flexible financing structures over recent years in a market that is developing rapidly across Europe. This session will assess the types of structure on offer, advantages, drawbacks, covenants and the type of borrower it is suitable for. Jurij Puth, Principal, GSO Capital Partners Patrick Ordynans, Executive Director, Alcentra Klaus Petersen, Direct Lending, BlueBay Asset Management Bertram Schuetz, SVP, Avenue Capital Sarah Syed, Reporter, Mid-market, Debtwire Europe (moderator)

15.45 Networking drinks reception

CONFIRMED SPEAKERS INCLUDE:

Lucinda Guthrie, Dealreporter Europe

David Ebsworth, Verona Pharma PLC

Andreas Segal, Deutsche Wohnen

Sarah Syed, Debtwire Europe

Jurij Puth, GSO Capital Partner

Patrick Ordynans, Alcentra

Contact us: [email protected] | + 44 (0)207 010 6134 | mergermarketgroup.com/event/germany2015

Klaus Petersen, BlueBay Asset Management

Bertram Schuetz, Avenue Capital

GERMAN M&A AND PRIVATE EQUITY FORUM 2015

M&A DAY

MORNING SESSION

18-19 MARCH 2015 INTERCONTINENTAL HOTEL, DÜSSELDORF

DAY 2 GROWTH THROUGH INTERNATIONAL M&A AND PORTFOLIO OPTIMISATION

8.30

Registration & coffee

10.15 Networking coffee

Welcome address

11.00 Presentation: Executing a buy & build strategy

8.55

Thomas Schulz, Partner, Noerr

9.00

Keynote panel: Management perspectives Hear from prominent management executives in the German market on their strategies and outlook for their firms. The moderator will examine what opportunities they see in their industries and what part M&A will play in the strategy for 2015. Charles Fraenkl, CEO, Gigaset Aranga Rahim, CEO, Kleidoo Liana Logiurato, Global Head of M&A, Syngenta Jan Janshen, General Manager, Advent International Johannes Koch, German Bureau Chief, Mergermarket (moderator)

9.45

Since 2003 Silverfleet Capital, together with Mergermarket, has been analysing the trends in buy & build activity within the European private equity market. Guido will present the latest findings. Guido May, Partner, Silverfleet Capital

11.20 Panel: How competitive is the German private equity landscape?

Keynote address: The importance of sound public finances – a global perspective The aftermath of the financial crisis demonstrated the significant role of sound public finances for all sectors of the economy. Have we done enough to stabilize the public finances in Europe? Ludger Schuknecht, Director General of Economic and Fiscal Policy Strategy, International Economy and Finance, Federal Ministry of Finance

Key private equity investors will share their insight to opportunities for investment. Is there enough activity in the market to go round all the players? How are private equity funds generating primary deals? Donatus Albrecht, Member of Executive Board, Aurelius Invest Patrick Schaich, VP, Origination, Riverside Europe Partners Georg Schneider, Head of Private Equity & Venture Capital, Noerr LLP Christian Grandin, Managing Partner, Livingstone Partners Maryna Irkliyenko, Private Equity Correspondent, Mergermarket (moderator)

12.10 Presentation: Masters of the Deal, Part 1- Does M&A really create shareholder value? As global M&A activity gathers pace, how do some firms create market-beating shareholder value from M&A? Based on a study of 25,000 firms and 259,000 deals, this presentation will address questions such as: • What are the relationships between M&A and shareholder value? • How does value creation from acquisitions differ from divest++ments? • What M&A strategies should firms pursue depending on their maturity? • Which M&A strategies result in underperformance? Philip Whitchelo, Vice-President, Strategy & Product Marketing, Intralinks.

12.30 Networking lunch

CONFIRMED SPEAKERS INCLUDE:

Ludger Schuknecht, Federal Ministry of Finance

Thomas Schulz, Noerr

Charles Fraenkl, Gigase

Aranga Rahim, Kleidoo

Liana Logiurato, Syngenta

Jan Janshen, Advent International

Contact us: [email protected] | + 44 (0)207 010 6134 | mergermarketgroup.com/event/germany2015

Guido May, Silverfleet Capital

Donatus Albrecht, Aurelius Invest

Patrick Schaich, Georg Riverside Europe Schneider, Noerr LLP Partners

Christian Grandin, Livingstone Partners

Philip Whitchelo, Intralinks

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18-19 MARCH 2015 INTERCONTINENTAL HOTEL, DÜSSELDORF

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M&A DAY

AFTERNOON SESSION DAY 2 GROWTH THROUGH INTERNATIONAL M&A AND PORTFOLIO OPTIMISATION

MARKETS ROOM: Ballroom

13.30 Presentation: Trends in cross-border M&A Alexander Doll, Co-CEO Barclays Germany and Head of IBD Germany, Austria & Switzerland, Barclays

14.00 Cross-border opportunities: North America Hear from key German companies taking a leap across waters eager to make their mark. What are their drivers to the US? Thomas Gross, Director M&A, Norma Group Marvin Meyer, Director M&A, Software AG Jörn Caumanns, Executive Vice President M&A, Bertelsmann Johannes Koch, German Bureau Chief, Mergermarket (moderator).

14.30 Discussion: Where is the next German opportunity in China? As cross-border trade matures, where is the market headed? Can more JVs be expected? Michael Hemprich, Head of Business Development, IDT Biologika Ulf von Haacke, Partner, Managing Director, 3i Johannes Koch, German Bureau Chief Mergermarket (moderator)

15.00 Case study: Italmatch Chemicals Analysis of a recent transaction going through the process that leads from an acquisiton to an exit. Markus Solibieda, Partner, Mandarin Capital

15.30 Spotlight: Private equity strategies in China An update from China-Europe focussed funds on recent investments, offering insight on value creation and exit strategies. André Loesekrug-Pietri, Founder, A Capital Markus Solibieda, Partner, Mandarin Capital Henning von Oertzen, Managing Partner, Westlake Partner Maryna Irkliyenko, Private Equity Correspondent, Mergermarket (moderator)

16.00 Networking drinks reception

Contact us: [email protected] | + 44 (0)207 010 6134 | mergermarketgroup.com/event/germany2015

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GERMAN M&A AND PRIVATE EQUITY FORUM 2015

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TECHNIQUES ROOM: Ballroom

13.30 Deal structures

Reference to trends for corporate structuring of German deals by key jurisdictions and update on tax regimes Martin Grablowitz, Partner, NautaDutilh Klaus Schmitte, Head of M&A, Vescon Group Frank Walenta, Managing Director, Vistra (moderator)

14.15 Best practice in due diligence What is the relationship between due diligence and deal success for the acquirer? How does due diligence affect value for the seller? Uwe Danziger, Head of M&A, Marquard & Bahls Michael Rolle, CFO, DHL Central Europe Christian Kukwa, Head of Strategy and M&A, Versatel Andreas Denkmann, Partner, Capiton AG Catherine Ford, Editor-at-Large, Mergermarket (moderator)

14.45 Q&A: Does M&A insurance close the gap? This session will look at whether M&A insurance facilitates to close the gap when doing deals. Clemens Küppers, Vice President, Marsh

15.15 Understanding and managing risk during the M&A process This session looks at other areas of business risk that can be affected during an M&A deal. Martin Mildner, Global General Counsel, Head of Mergers & Acquisitions, Otto Group Marco Haeckermann, Director Corporate Development & Strategy, CTS Eventim Alexander Hirsch, Co-Head Corporate/M&A, Noerr LLP Thomas Bouchez, M&A Leader, Central & Eastern Europe, Mercer Catherine Ford, Editor-at-Large, Mergermarket (moderator)