Monday 3rd March 2014 – Day 1

08:00 - Registration & Refreshments
These will be served in the lobby of the hotel.
09:00 - Opening Remarks
Craig Calhoun - Director, LSE
Craig.Calhoun Professor Calhoun is a world-renowned social scientist whose work connects sociology to culture, communication, politics, philosophy and economics. He took up his post as LSE Director on 1 September 2012, having left the United States where he was University Professor at New York University and director of the Institute for Public Knowledge and President of the Social Science Research Council. Professor Calhoun took a D Phil in History and Sociology at Oxford University and a Master's in Social Anthropology at Manchester. He co-founded, with Richard Sennett, Professor of Sociology at LSE, the NYLON programme which brings together graduate students from New York and London for co-operative research programmes. He is the author of several books including 'Nations Matter, Critical Social Theory, Neither Gods Nor Emperors' and most recently 'The Roots of Radicalism' (University of Chicago Press, 2012).

Describing his own approach to academic work, Professor Calhoun says: "We must set high standards for ourselves, but in order to inform the public well, not to isolate ourselves from it."


09:20 - Keynote: The Role of the Government in a Market Economy
Valery Chichkanov - Advisor, Gazprom Energoholding & Former Vice Prime Minister, Russian Federation
Valery Valery Chichkanov  is a famous Russian economist, advisor to Gazprom Energoholding, advisor to the Chairman of the Accounts Chamber of the Russian Federation and former vice-prime minister of Russian Federation. Mr. Chichkanov is a Doctor of Economics, Professor, corresponding member of the Academy of Sciences of the USSR ( 1981), Corresponding Member of Russian Academy of Sciences (1991), member of the Academy of Natural Sciences, a member of the U.S. Academy of International Business (1993), Advisor to the Rector of RANEPA (The Russian Presidential Academy of National Economy and Public Administration), member of the Advisory Council of the Government of the Russian Federation (2000), director of the Institute of research and Information, a member of the International Union of Economists, chairman of the Public Council under the FSSP Russia, the president of the " United Lawyers ". Mr. Chichkanov is the member of the Advisory Committee of the Council state Duma Energy (on legislative regulation of activities in the oil industry), a member of the board of directors of the publishing house "Enlightenment", Vice President - state Secretary of the Russian Union of Engineers. Since 2007, Mr. Chichkanov serves as the Scientific Director of the UN World Technological University and since 2012, the trustee of the Fund of the Security Service of the President of the Russian Federation. Mr. Chichkanov was awarded The Order of Merit IV Medal and USA Medal of Honour. He is author of more than 200 publications, including 20 monographs on the organization of economic management, the regional economy and international relations. Proceedings published in twenty countries, including the U.S., Japan, France, Germany, China, etc. Prepared 24 doctors and 68 candidates of economic sciences; also participated in more than 90 international congresses. He performed in 38 universities around the world on social and economic problems of Russia.

10:25 - Presentation: A Financial Platform for Africa
Segun Agbaje - CEO, Guaranty Trust Bank
Segun-Agbaje Mr. J. K. Olusegun Agbaje, also known as Segun has been the Chief Executive Officer and Managing Director of Guaranty Trust Bank Plc since June 22, 2011. Most recently, he has defended his title as African Banker of the year, awarded by the World Finance Banking Awards. Mr. Agbaje served as Deputy Managing Director of Guaranty Trust Bank plc from August 2002 to April 20, 2011 and its Divisional Head Institutional Banking Division. He served as Acting Managing Director of Guaranty Trust Bank (Ghana) Limited since April 20, 2011. Prior to joining Guaranty Trust Bank- Plc, he worked for Ernst & Young, San Francisco, from 1988 to 1990 as a staff Auditor. He helped to develop the Interbank Derivatives market amongst dealers and introduced the Balance Sheet Management Efficiency System in Nigeria. As Head of the Settlements Group of Guaranty Trust Bank Plc, he supervised the conversion of its operations from a cost centre to a profit centre by the year 2000. Being a project-oriented person, he was very instrumental in the introduction of Valucard (an electronic payment system) and Western Union Money Transfer. He was also directly responsible for Guaranty Trust Bank Plc's Initial Public Offer of N2.5 billion in July 2002. He served as a Director of InterSwitch Limited. Mr. Agbaje has been a Director of Guaranty Trust Bank plc since January 2000. He serves as a Director of Kakawa Discount House Limited and Guaranty Trust Bank (Ghana) Limited. He served as a Director of Mansard Insurance Plc (formerly Guaranty Trust Assurance Plc) until October 26, 2011. Mr. Agbaje holds a first degree in Accountancy from the University of San Francisco, California (1986), and a Master's degree in Business Administration from the same university in 1988.

11:00 - Refreshments
This will be served in the lobby of the hotel.
11:20 - Keynote: Building an African Business Conglomerate - The Case of MeTL
Mohammed Dewji - MP, Tanzania & CEO, Mohammed Enterprises Tanzania Ltd.
dewji   Mohammed Dewji graduated in 1998 from Georgetown University, Washington D.C majoring in International Business and Finance and taking Theology as a minor subject. After graduation, he headed straight back to Tanzania and joined the family business where he became Chief Financial Controller at Mohammed Enterprises Tanzanian Limited (METL).  In 2000 Tanzania hosted its second multiparty elections' stood in those elections for his home constituency Singida as a member of parliament. He won the preliminary votes in CCM (ruling party) with overwhelming majority, but the joy was short lived as he was not nominated to contest for the seat by the party on grounds that he was too young. (He was just 25 on that time). Two years after marriage Mohammed finally took full control of his company Mohammed Enterprises Tanzania Limited (METL) and became the Managing Director. Tanzania held its third multi-party elections in 2005 and he stood for the parliamentary seat again and this time he won a landslide victory in preliminary votes and got chosen by the CCM party to stand as a candidate. In the general election he won and overwhelming majority of 90 percent of the total votes and was sworn in as a member of parliament on the 29th of December. In 2007 there were party elections and Mr Dewji vied for the Membership of national Executive Committee (NEC) of CCM (ruling party) and got enough votes to secure his slot in the NEC sessions for the next five years.

12.00 - Panel Discussion: Africa, The Business of Growth
Peter Sullivan - Managing Director & Head of Public Sector Group for Africa, Citigroup
PeterSullivan Peter M. Sullivan is a Managing Director and Head of the Public Sector Group for Africa at Citigroup. He is also a Senior Credit Officer of Citi and is based in London. The Public Sector Group is committed to facilitating global best practices and success transfer among its client base including Central banks, Ministries of Finance and Ministries of Infrastructure. Peter is responsible for developing business and delivering product solutions for sovereign, regional and local government clients in Sub-Sahara and North Africa. He has 24 years of customer relationship experience with Citi including the coverage of Global Financial Institutions, Industrials and Sovereigns. His product background extends from trade and structured finance to fixed income and credit-based structures. Peter has been covering the Public Sector in Africa for the past 7 years. He was an integral member of the teams that arranged the debut bond issues for Ghana, Gabon, Senegal, Nigeria. In 2013, he was at the forefront of the debut bond issue and rating for Rwanda, as well as for the second issuances made by Ghana, Nigeria and Gabon. Peter also led a Risk Capital Review for the African Development Bank in 2008. Prior to joining Citi, Peter served for two and half years in the U.S. Peace Corps in Mali, West Africa. Subsequently, he worked as a Financial Analyst for the Federal Energy Regulatory Commission, an agency of the U.S. Government, before receiving his MBA from Columbia University in 1989.

Henry Obi - Chief Operating Officer, Helios Investment Partners
henry-obi Henry Obi is a partner and the Chief Operating Officer for Helios Investment Partners (“Helios”), an Africa-focused Private Equity firm which operates a family of funds and their related co-investment entities, aggregating more than $1.7 billion in capital commitments. He is responsible for the operations of the firm and is a member of Helios’ investment committee. Prior to joining Helios, he was a Partner for several years at Aureos Capital in London. He started his investment career in the power investment team at CDC and has also worked at Actis and Dynegy, a US energy trader. Mr. Obi has an MBA from the London Business School. He sits on the advisory board of Maris Capital.

Nana Sao - Senior Partner, DMC Partners
NanaSao   Nana Sao is a Partner at DMC Partners having previously been Managing Director and head of Goldman Sachs's Natural Resources Investment Banking Division in Africa. Nana relocated from London in 2009, with responsibility for coverage of Goldman Sachs' key clients in Sub-Saharan Africa. Nana has an over 10 year track record of advising on landmark transactions in Africa including advising Jinchuan on its $1.4bn acquisition of Metorex and Massmart on its potential $4.3bn sale to Walmart. Nana has worked on the following notable transactions: adviser to Tronox on the $2.4bn acquisition of Exxaro’s mineral sands assets, adviser to BHP Billiton in its $147bn offer for Rio Tinto, adviser to Arcelor Mittal in its $1.3bn sale to a BEE consortium; adviser to Celtel International in its sale to MTC for $3.4bn; bookrunner on AngloGold’s multi-tranche $1bn debt financing, bookrunner on a $3.0bn placement of Anglo American's shares in AngloGold and $2.0bn placement of Gold Fields shares for Norilsk Nickel; the IPO and LSE listings for Namakwa Diamonds and Hochschild Mining and high yield bond financings for Foodcorp and Reclamation group.  

Carl Franklin - Head of Investor Relations and Corporate Affairs, Dangote
franklin Carl Franklin has been with Dangote Cement since June 2011 when he joined as its Head of Investor Relations. His work in improving the company's transparency and investor friendliness has helped the company raise its profile amongst international investors. During his time with Dangote Cement the 12-year old company's value has increased from $11bn to $25bn, where it battles daily with 102-year old Holcim to be the worlds most highly valued cement company. In recognition of his efforts he was recently elevated to a newly created post as Group Head of Investor Relations for Dangote Industries, the holding company, where he now looks after Dangote's listed Sugar and Salt companies, as well as Dangote Cement. Before joining Dangote, Carl worked in the City as an analyst, and before that he was a business journalist. He has professional and postgraduate qualifications in both Investment Analysis and Journalism. Carl is also the author of a book on business strategy and a Getty Images Photographer.

Robert Hersov - Founder, Invest Africa
robert hersov   Rob Hersov, 52, is a South African entrepreneur, senior executive and private investor based in London. He currently serves as Managing Partner of Sapinda UK, is Chairman of the VistaJet Advisory Board, Chairman and Founding Partner of Invest Africa and Chairman of Adoreum Partners. Hersov's grandfather, Bob Hersov, founded AngloVaal, one of Southern Africa's largest mining and industrial companies, which his father, Basil Hersov, ran from 1973 to 2001. Rob has been a member of many public and private boards and owns many companies in the resource, media/marketing, luxury and finance sectors. Recently, Rob has been turning his attention to Africa, a place very close to his heart given his upbringing and family ties. He has been the driving force behind Sapinda Group's direct investments in sub-Saharan Africa. He has also made a number of personal investments on the continent and has close relationships with businesses across different regions. In April 2013, Rob saw an opportunity to create a platform for the growing number of individuals becoming involved in pan-African investments. Invest Africa was founded with the specific purpose of delivering on the demand for high quality relationships within growing African markets amongst the business community. The private club has amassed 60 members in just 4 months. Rob received a B.B.S. from the University of Cape Town and a M.B.A. from the Harvard Business School. He is married to entrepreneur Dr. Kate Hersov, founder of Medikidz, and he has two sons, aged 16 and 13, and a 1 year old daughter​.  
(Chair)
13:00 - Networking Buffet Lunch
Lunch will be served in the lobby of the hotel. 
14:00 - Workshops 1
Strand A: Private Security
Lieutenant-General Sir Graeme Lamb - Special Advisor, G3 & Director, Aegis Defence Services
General-Graeme-Lamb-001

Lieutenant-General Sir Graeme Cameron Maxwell Lamb KBE CMG DSO is a retired British Army officer. He is a former Commander of the Field Army at Land Command, known for his contributions to counter-insurgency. Lamb currently serves as a special advisor to strategic advisory firm G3 and as director to private military company Aegis Defence Services. Educated at Rannoch School and Royal Military Academy Sandhurst, he was commissioned into the Queen's Own Highlanders as a second lieutenant on 8 March 1973. He has served in Northern Ireland and in various theatres of war including Bosnia. Lamb represented Sandhurst at modern pentathlon; won the army bobsleigh championship in 1975, also coming fifth in the British national championship and 31st in the Nations Cup; and is chairman of the army snowboarding association. 

Sir Lamb has been credited with having exercised substantial influence over the evolution of counter-insurgency in Iraq from 2006 onwards.  Recent contemporary histories of Iraq paint a favourable impression of Lamb as Senior British Military Representative, suggesting that he, influenced by his experiences in Northern Ireland, convinced his U.S. colleagues to adopt the principle of "limited war" — a process requiring "patience, subtlety, and a willingness to accept that Iraqis' own proclivities were going to drive much of the war's outcome", leading to Lamb's own "strategic engagement initiative' of 2006–2007. It was warmly reported that Lamb's departure in July 2007 left "a tremendous gap in the command's institutional memory".

In August 2009 it was reported that he would be heading for Afghanistan at the direct request of General David Petraeus of the US Army to head a programme designed to repeat the success of his efforts in Iraq whereby insurgents are persuaded to give up their arms, after which he retired from active service.

 

Strand B: Tourism
Phillipe Kjellgren - Founder, Hotel Insider
Philippe Kjellgren

Philippe Kjellgren is a successful serial entrepreneur/visionary with a deep knowledge of fine hotels and over 20 years’ experience in marketing, sales, branding and web design. He has travelled to more than 100 countries and visited over 1,500 of the world’s finest hotels, building personal relationships with their management teams. In 2003 he founded Kiwi Collection; In 2009 Philippe created the Visa Luxury Hotel Collection for Visa’s premium cardholders, an initiative that launched in 145 countries and was translated into 10 languages. In May 2012 Philippe left Kiwi Collection to create Hotel Insider, a company which offers a curated collection of luxury hotels and resorts worldwide.

 

15:10 - Workshops 2
Workshop C: Creating a Sustainable World
Adam Thacker – Chief Strategic Officer, Good Earth Power
Workshop D: Outbound Investments to Europe
Robert Fenner - Taylor Wessing LLP

Robert_Fenner

Robert is a partner in the Corporate department and specialises in private equity, corporate finance and M&A. He also chairs the firm's UK China group. He advises on private equity and venture capital transactions for investing institutions and management teams. He has acted for many years for public and private companies and brokers on IPOs and secondary issues. The sectors in which Robert has transactional experience include software and technology, financial services, insurance, business services, training and education, real estate and natural resources. He has been recommended in the Legal 500 for M&A.

A graduate of Trinity College, Cambridge, he qualified as a solicitor in 1989.


16:20 - Refreshments
This will be served in the lobby of the hotel
16:40 - Keynote: Reverse the Curse, Maximising the Potential of Resource-driven Economies
Martin Bratt - Associate Principal, McKinsey & Company
martin bratt Martin Bratt is an Associate Principal in McKinsey and Company's London office, where he mostly supports extractive industries and infrastructure companies in emerging countries, in particular Africa. He has a particular focus on regulatory strategy, sustainability issues and stakeholder management. Martin is currently co-leading an internal research project sponsored by McKinsey's Global Institute, looking at economic development in resource-dependent countries. Martin is a graduate of the grande école program of the Ecole des Hautes Etudes Commerciales in Paris and holds a Masters in Public Administration degree from the John F. Kennedy School of Government, Harvard. He has worked in more than fifteen countries and is a fluent speaker of English, French and the Scandinavian languages  

17:20 - Panel Discussion: Consumer and Retail in Emerging Markets
Phil Smiley - CEO, Kantar Retail Asia Pacific
phillip smiley

Phillip Smiley started life in the retail business, working for 8 years in a UK retail chain in a variety of roles including store operations, supply chain, corporate marketing and buying and merchandising. His last roles in retail were in the buying and merchandising arena covering a wide range of industries and working closely with key multinational and private label suppliers.

He joined Glendinning in 1999 and after spending 4 years in our UK/Europe division working with both retailer and supplier clients, Phil relocated to the USA to help establish Glendinning's American consultancy. Following three and a half years in the US working with leading consumer and B2B clients, Phil moved to Asia to take over the Glendinning Asia Pacific consulting unit.

In 2010, Glendinning Management Consultants joined Cannondale Associates, MVI and Retail Forward to create Kantar Retail. Phil became the CEO of Kantar Retail Asia Pacific.

 

Andrew Peterson - Owner & Founder, Shangrak Ltd.
AndrewPeterson

Andrew Peterson is the Owner and Founder of Shangrak Ltd., a company which provides a gateway for western firms into emerging economies, primarily in Eastern Europe, Turkey, and Africa.

Graduating from the University of Glasgow, he joined Procter & Gamble in 1991, spending his first 5 years in the UK. In 1996 he moved to Tashkent, Uzbekistan to help set up a new business for P&G in Central Asia. During this time he helped establish relationships and joint cooperation programmes with local health professionals that still continue to this day. From 1999 to 2002 Andy lived and worked first in Kiev, Ukraine, and then in Moscow, Russia, still with Procter & Gamble. In 2002 Andy moved to Almaty, Kazakhstan, to be General Manager of the P&G business for Central Asia, the Caucasus and Mongolia. Central Asia. In 2006, Andy left the Former Soviet Union. He moved to Johannesburg, South Africa in 2006 with his wife and four children, to be General Manager for P&G for South and East Africa. In 2010, Andy and his family moved home to Scotland, setting up Shangrak.

He plays the bagpipes, referees and coaches rugby, cycles, plays golf and is an avid, reader, traveler and photographer. He passionately believes that business can, and must be the leading force for positive change in the world.

 

David Roth - CEO, The Store WPP, EMEA and Asia
David Roth    

David has a passion for retail, digital technology, eCommerce and brands. He is an authority on China where these forces are colliding fast.

He writes and lectures on China, brands, retail and technology around the world, author of several books and publications about brands and China.

David is an enthusiastic photographer with a mission to move from enthusiastic to good.

David is the CEO of The Store WPP, EMEA and Asia. The WPP Global Retail Practice.

(Chair)
18:10 - Keynote: Investing in Russia: Opportunities and Challenges
Yury Voicehovsky - CEO, National Investment Agency & Advisor to the Minister of Regional Development, Russian Federation
Voicehovsky3 Mr. Voicehovsky has 20 years of international investment banking and private equity experience. For over a decade he worked in London, first at HSBC HQ and then a decade at HQ of European Bank for Reconstruction and Development (EBRD). Yury headed Standard Bank (Russia) for 3 years, served as Board Member of the largest Russian coal company SUEK (Siberian Coal and Energy Company), London listed Dragon Oil Company, etc. Mr. Voicehovsky is a co-founder of New Europe Real Estate Fund and participated in two start-up banks in Latvia. Currently Mr. Voicehovsky also serves as Chairman of the VCIOM, Arkhangelsk Airport  and Astor Capital Group. He is a member of the Board of Directors BTA Bank and is also an Advisor to the Minister of Regional Development of the Russian Federation. He is also member of the supervisory board of several non-commercial organizations, including being Chairman of the National Council for Investment Climate Development (see www.investmentclimate.ru; www.nand.ru; www.hvalevskoe.com) Mr. Voicehovsky holds an MSc in Finance from London Business School, a degree in International Business from University of Copenhagen and Investment Management Certificate (UK fund managers qualification). He is author of dozens of articles and gave many interviews in business media. In 2013 Yury was winner of prestigious all-Russia “Director of the Year” award. Most recently, in January 2014, he was appointed CEO of the newly formed National Investment Agency (also known as "Invest in Russia"), which aims to be the portal for which foreign investors are assisted in promoting projects in the Russian regions, as well as acting as an intermediary between the areas and potential investors.

18:50 - Networking Cocktail Reception

Tuesday 4th March 2014 – Day 2

08:00 - Registration & Refreshments
These will be served in the lobby of the hotel.
08:40 - Opening Keynote: Why Global Demographics Matter for EM Growth, Capital Flows & Debt
Dr. Amlan Roy - Head of Global Demographics and Pensions Research, Credit Suisse
amlan Amlan Roy is Managing Director and Head, Global Demographics and Pensions Research for the Investment Banking Division of Credit Suisse in London. His research links Global Demographics and Pensions to economic growth, inflation, asset prices, pensions, sectoral allocation, health, migration and insurance. He presents to a global client base (across 35+ countries) that includes fund managers, hedge funds, insurance companies, pension funds, governments and central banks. Dr Roy also speaks at 40-50 global conferences annually. He is a Senior Research Associate of The London School of Economics' Financial Markets Group and guest professor for London Business School's Finance department. In a previous role at Credit Suisse as a Global Emerging Markets strategist, Dr Roy developed multi-country Risk & Allocation models used by institutional clients, government treasury departments and central banks. He also served as an expert on Financial Architecture/Crises Modelling at the Bank of England, IMF and UK Treasury. Prior to joining Credit Suisse in 1998, Dr Roy spent over ten years in academia at Boston University School of Management, University of Iowa Business School and the University of London (QMW College and LSE). He had a distinguished university teaching career winning 4 teaching awards in 6 years at US business schools. He was named a UK ESRC Research Fellow, Ponders Fellow, a Boston University Doctoral Scholar, and Government of India National Scholar. He started his professional career as an Area Sales Manager at ICI's Chemical Division in India. Dr Roy has a M.A. and Ph.D. in Financial Economics (University of Iowa), an M.B.A. (Indian Institute of Management, Ahmedabad) and a B.A. Honours Economics Maths (St Stephen's College, University of Delhi).

09:20 - Panel Discussion: HedgePo presents Emerging Market Equities
Jamie Allsopp - Senior Fund Manager, Insparo Asset Management
JamieAllsopp

Jamie Allsopp is one of the best known African fund managers in the UK. He joined Insparo Asset Management in November 2009, bringing nearly a decade of first-hand experience of African markets to his role, which combines investment research and allocation with marketing the firm's Africa and Middle East fund in Insparo's target regions. Jamie was previously with New Star Asset Management for eight years. In 2007, Jamie launched the New Star Heart of Africa Fund which invested in Sub Saharan equities. Jamie Allsopp graduated from Newcastle University with an honours degree in Combined Studies.

 

John-Paul Smith - Head of Global Emerging Markets Equity Strategy, Deutsche Bank
john-paul-smith John-Paul Smith joined Deutsche Bank in 2010 as the Global Emerging Markets Equity Strategist, with 28 years of experience in both sell side strategy and fund management. Prior to Deutsche Bank, John-Paul worked in asset management, most recently as a global strategist and previously as the head of a top performing emerging market equity team from 2001-05. From 1995-2000, John-Paul was a Russia and EMEA strategist, when he was widely credited as one of the few sell-side analysts to predict the 1998 Russia crisis.  

Victor Pina - CIO & Managing Director, Javelin Capital
Victor joined Javelin Capital in February 2009, and is Managing Partner and Chief Investment Officer.  He is also a Portfolio Manager for the Global Emerging Markets strategy. Before Javelin Capital, Victor joined Goldman Sachs International in 2006 and managed a multi-approach Emerging Markets equity market neutral strategy whilst there. He was also able to develop a unique investment process, which he implemented in his fund. Prior to Goldman Sachs, Victor worked from 1994 – 2006 at Citigroup/Legg Mason, where he co-managed the Global Emerging Markets long-only product and built the Mexican equity business. Victor has a Masters in Finance and a Major in Actuarial Sciences from ITAM, Mexico, where he also worked as a part time professor in Risk Management, Portfolio Management and Equity Derivatives.

John Authers - Senior Investment Columnist, Financial Times
johnauthers John Authers is the Financial Times' Senior Investment Columnist. He has spent much of his 22-year career at the FT as one of the most influential economic journalists in the world, editing the "Lex" column and authoring the "Short View" and "Long View" columns. The lessons of that remarkable career have come to fruition in two hard-hitting books about the instability of current markets: The Fearful Rise of Markets and now Europe's Financial Crisis. John appears frequently on television and radio, including the BBC, CNN, MSNBC, NPR and PBS. His work as a journalist has been widely recognised; most recently, he was named Senior Journalist of the Year by the Wincott Foundation, the premier award for UK financial journalists. In the US, his videos have twice been honored at the Society of American Business Editors and Writers' Best in Business awards. He is also the co-author of The Victim's Fortune, an investigative account of the financial consequences of the Holocaust.  
(Chair)
10:10 - Panel Discussion: Identifying & Explaining Past, Present & Future Global Macro Trends
Charles Robertson - Chief Economist, Renaissance Capital
Charles Robertson

Charles, a leading emerging markets specialist, is Renaissance Capital’s Global Chief Economist and head of the Firm’s macro-strategy unit. He covers global economic themes and their impact on emerging markets.

Over the past decade, the scope of Charles’s work has covered, among other topics: quantifying political risk in emerging markets; how rising retirement ages reflect deep-rooted problems in the West and great opportunities in emerging markets; the revolutionary nature of growth in countries with non-democratic governments; the fact that Africa’s economies are now returning some of the highest growth rates on Earth, and how this trend is set to play out; the impact of terrorism and natural disasters on economies; the effects of falling agricultural stocks on food prices and inflation; and how emerging-market banks may have the best growth potential over the coming years.

He is the lead author of The Fastest Billion: The Story Behind Africa’s Economic Revolution (www.fastestbillion.com), published in October 2012.

Charles was ranked the number-one economics and macro analyst for emerging Europe, the Middle East and Africa in the Extel survey in 2007, 2008, 2009 and 2010. In addition, his team was ranked the best macro team in Extel’s 2010 survey of equity investors, and number one for SSA in the 2012 Institutional Investor survey.

He graduated from the London School of Economics in 1993, and worked at a UK parliamentary defence think-tank and a research boutique before joining the financial services industry in 1998.

 

James Kynge - Emerging Markets Editor & Principal, China Confidential & Renminbi Compass (Financial Times)
FT Staff, James Kynge James Kynge is an author and journalist who specialises on the Chinese economy and its impact on the wider world. He worked for 20 years as a correspondent in Asia with postings for the Financial Times and Reuters in China, Taiwan, Japan, Mongolia, the five states of Soviet Central Asia, Malaysia and Singapore, winning several international awards for journalism. His book, China Shakes the World, has been translated into 19 languages and won the Goldman Sachs/FT “Business Book of the Year” award in 2006, as well as other prizes. From 2005 until mid-2008, James headed up the business operations of the Pearson Group of companies in China, overseeing a period of rapid expansion in the group’s education, publishing and media businesses. In October 2008, he started a new role as Editor of a specialist, in-depth report on the China economy for the Financial Times.  

Michael Marrese - Head of CEEMEA Economics and Strategy, JPMorgan
Michael_Marrese_photo

Michael Marrese is a Managing Director at JPMorgan and is Head of Economic Research and Sovereign Strategy for the CEEMEA (Central-Eastern Europe, the Middle East and Africa). Besides managerial and publication responsibilities, he has continued to produce economics and strategic research on Russia, Ukraine and Central Europe, plus advise external and internal clients on portfolio allocation and market-moving events.

Since 2001, Mr. Marrese has been a Visiting Professor in Economics at Royal Holloway University of London and Research Associate of the Centre for New and Emerging Markets, London Business School. Since 1999, the Bank of England’s International Department and the IMF have sought his advice on changes to the international financial architecture and on developments in emerging markets. Before moving to investment banking, he spent four and a half years at the IMF, where he participated in IMF-program negotiations in Russia, Slovakia and Bosnia and Herzegovina. During 1991-1997, he was the North American editor of the international journal Economic Systems. Mr. Marrese was a professor at Northwestern University for 15 years before joining the IMF in 1992. He has a Ph.D. in Economics from the University of Pennsylvania and speaks Hungarian and Russian. His undergraduate degree is in Mathematics from Princeton University.  

Artem Shevalev - Alternate Board Director, EBRD
AShevalev Artem Shevalev has been the Alternate Board Director for Ukraine, Switzerland, Liechtenstein, Montenegro, Serbia, Moldova, Turkmenistan on the European Bank for Reconstruction and Development since 2011. From 2005 - 2011, Mr. Shevalev was the Head of UK Representative Office at the JSC “The State Export-Import Bank of Ukraine”. Previously, Mr. Shevalev worked as the Advisor to the Board Director for Ukraine/Romania/Moldova/Georgia/Armenia of the European Bank for Reconstruction and Development (from 2002 – 2005), as well as Private Secretary to the Ukraine Ambassador in London (from 1998 – 2001). He has earned his undergraduate degree in International Economic Relations from the Kiev National University in 1996, further specializing in Management of foreign economic operations in 1997. Furthermore, he earned an Executive MBA from the London Business School.  

Prof. Francesco Caselli - Professor, LSE

caselli

Francesco Caselli is the Norman Sosnow Professor of Economics at the London School of Economics. He has earned his undergraduate degree at the University of Bologna in 1992 and a Ph.D. at Harvard University in 1997. Previous appointments include Assistant Professor of Economics at the University of Chicago Graduate School of Business and Associate Professor of Economics at Harvard University. His research interests include economic development and political economy. He is an elected fellow of the British Academy, the director of the Macroeconomics Program at the Centre for Economic Performance (CEP), and a joint managing editor of the Review of Economic Studies. Formerly has served as co-editor of the Journal of Economic Development, as editor at large of Economica, as a member of the governing council of the European Economic Association, and as a member of the LSE growth commission.

(Chair)
11:00 - Refreshments
This will be served in the lobby of the hotel.
11:15 - Keynote
Mick Davis - Founder, X2 Partners & Former Chief Executive, Xstrata

Mick DavisMick Davis is currently the Chairman of X2 Partners and was the Founding Chief Executive Officer of Xstrata plc, a global diversified mining and metals company, listed on the London Stock Exchange and headquartered in Zug, Switzerland. Previously, Mick was an Executive Director and Chief Financial Officer of Billiton plc and Chairman of Billiton Coal. Prior to joining Billiton, Mick was an Executive Director of South African state-owned Eskom, one of the world’s largest electricity utilities.

Mick has extensive capital markets and corporate transactions experience. During his career, he has raised over US$35 billion from global capital markets and successfully completed over US$70 billion of corporate transactions. Some of his successes are the creation of the Ingwe Coal Corporation in South Africa; the listing of Billiton on the London Stock Exchange; the merger of BHP and Billiton into the largest diversified mining company in the world; the initial public offering of Xstrata plc on the London Stock Exchange in 2002 and Xstrata’s subsequent acquisitions of MIM Holdings and Falconbridge Ltd., amongst others.

 

12:00 - Plenary Session: Plano Real
Persio Arida - Founder, BTG Pactual & Former Governor, Central Bank of Brazil
Persio-Arida

Dr. Persio Arida, Ph.D. is Partner of BTG Pactual Group. He serves as the Chairman of Asset Management and Managing Partner for Banco BTG Pactual S.A. and BTG Pactual, Asset Management Arm. Dr. Arida also serves as Co-Head of the Asset Management Business Unit of Banco BTG Pactual.

Dr. Arida worked in a variety of roles in the private and public sectors. He served as the Governor and President of the Central Bank of Brazil in 1995 and served as Deputy President of the Central Bank in 1986. Dr. Arida also served as the President at National Economic and Social Development Bank (BNDES) from 1993 to 1994. He served as Special Secretary of Social-Economic Coordination, Ministry of Planning since 1995, Budget and Management from 1985 to 1986. He served as Special Adviser for the Presidency of Brasil Warrant Ltda. from 1987 to 1993.

He served as a Director of the Central Bank of Brazil since 1986. Dr. Arida served as a Director of Banco Itaú Holding Financeira S.A. and Banco Itau S.A. from 2001 to February 2009.

Dr. Arida was a professor of economics at the Catholic University of Rio de Janeiro and at the University of Sao Paulo. In addition, Dr. Arida was a researcher at the Institute for Advanced Study at Princeton University, a fellow at the Woodrow Wilson Center in Washington, D.C. and a senior research fellow at the Oxford Centre for Brazilian Studies at Oxford University. Dr. Arida has received numerous awards and has published several papers and edited books. He holds a Ph.D. in Economics from the Massachusetts Institute of Technology and a Bachelors Degree in Economics from the University of Sao Paulo.


Renato Machado - International Correspondent in London, Globo TV Network
Renato Machado   Renato Machado is a Television, Radio and Press journalist. He graduated in Law at the Pontifical Catholic University of Rio de Janeiro (PUC - RJ) and began his career in radio in 1967 on BBC London. Thorughout 47 years in journalism, he was a reporter, anchorman and editor, joining the staff of editors in the “Jornal do Brasil”, where he stayed for 14 years, being the research text editor and international editor in 1970, with brief stay in TV Tupi – Rio. From 1996 to 2011, Renato was the chief editor and host of Television News "Bom Dia Brasil" (Good Morning Brazil). During this period the newscast changed its format to include more culture, music and cuisine. At TV Globo, Renato was the Editor of International Television News and the international correspondent based in London, where he covered the elections, economic negotiations, conflicts and international accidents such as Chernobyl and the wars in Honduras, El Salvador, Nicaragua, and the Persian Gulf . Back in Brazil, Renato made ​​special reports for the “Fantástico” and the “Globo Reporter”. He presented the “Jornal da Globo” in 1982-1983, coveraging municipal and state elections in the 80s and in the 90s he covered the Brazilian political crisis which culminated in the impeachment of former President Fernando Collor. He covered the impeachment of the first democratically elected president after 30 years of dictatorship. In 1982, he presented the first “Breaking News” in “Fantástico”: National Journal Breaking News on the Falklands War . Renato was on several occasions anchorman of the “Jornal Nacional”(National Journal). In December 2004, he wrote the book Around the Wine, an introduction to the pleasures of harmonization in food and an ode to the social interaction that leads the wine. Coaithored “The subject is wine”, a collection of radio programs about wine daily on Radio CBN, where Renato worked for 14 years. Renato is fond of classical music and is known as an expert in wines from the Old World – he was wines critic for the Globo, CBN,  and magazines Monet, “Gula” and “Prazeres da Mesa”. For Television, he wrote, directed and presented the Special Reserve series, and co-presented with Claude Troisgros the “Menu Confiança”(Trust Menu) program, in which Renato harmonized wines while Claude would provide meal recipes. In the November 2011, Renato again became the international correspondent in London for Globo TV news, with a daily live participation on Good Morning Brazil and a weekly column commenting on the international scene for the “Jornal da Globo” .
(Chair)
13:00 - Networking Buffet Lunch
Lunch will be served in the lobby of the hotel.
14:00 - Workshops 3
Strand E: Art
Leila de Vos van Steenwijk - European Head of Chinese Art, Christie's
  Leila de Vos van Steenwijk   Leila de Vos van Steenwijk studied Art History at the University of East Anglia, England. After graduating, she joined Christie’s to assist the Amsterdam Asian department. In 2000, she became head of the department and was responsible for finding a rare 14th century Yuan blue and white porcelain jar, which fetched at £15,7 million and held the world record price for 5 years for the most expensive Asian art work ever sold at auction. For the last 3 years Leila was managing director of Christie’s Amsterdam. Early this year, she moved to London to become European Head for Chinese Works of Art.  

Strand F: Metals and Mining
Marcio Senne - Head of Corporate Affairs, Vale

Marcio Senne is the Head of Corporate Affairs for Europe and North America at Vale. He joined Vale’s International Corporate Affairs department in 2006 and has since then supported in terms of intelligence, risk assessment and mitigation the CA workshop process. He has also supported projects and operations globally, through issues’ management, stakeholder engagement, risks identification and proposal of mitigation strategies, in close cooperation with the community relations and communications areas. A senior executive with vast experience in Corporate Affairs, socio-political risk analysis/mitigation and strategic stakeholder engagement and, previously, a journalist covering international politics, having a business administration undergraduate degree and a Masters in political science focused on international relations. During his career, Marcio Senne de Moraes has frequently interacted with government officials from Brazil and abroad, as well as industry associations, multilaterals, think tanks and research centers. Marcio Senne joined Vale’s International Corporate Affairs department in 2006 and has since then supported in terms of intelligence, risk assessment and mitigation the CA workshop process. Has also supported projects and operations globally, through issues’ management, stakeholder engagement, risks identification and proposal of mitigation strategies, in close cooperation with the community relations and communications areas. Prior to joining Vale, Marcio worked for United Nations Organization in New York (1996), UNESCO in Paris (1997), and the newspaper Folha de São Paulo (2000-2006), as an assistant editor, reporter and senior international politics analyst. Marcio holds a Master’s degree (MSc) in Political Science focused on International Relations from the Institut d’Études Politiques de Paris and a Bachelor’s degree (BSc) Business administration, focused on marketing, from Fundação Getúlio Vargas in São Paulo, Brazil.

15:10 - Workshops 4
Strand G: Family Offices in China
Spyros Poulios - Partner, Crescent Point Capital & Founder, Seminal Capital
IMG-20140206-WA0000[1] Spyros Poulios is Co-Founder and Managing Partner at Seminal Capital Partners, a 2-year old Beijing-based multi-family office focusing on principal investments in China and abroad. SCP co-invests with an extensive worldwide partner network of family offices. Mr. Poulios also leads the Beijing-based investment and fundraising activities of Crescent Point, a 10-year old private equity firm focusing on investments in Asia. CP has invested >$800m to date on a deal by deal basis on behalf of a world-class group of family offices, generating industry leading returns. SCP works closely with CP to source, analyse and structure investment opportunities in core sectors of expertise, including industrials, real estate, TMT, consumer goods, and natural resources. Based in Beijing, Mr. Poulios has 15 years of experience in investment banking, business development and principal investing, including in the corporate investments division of GE Capital and the M&A and Oil & Gas divisions of Credit Suisse First Boston. Prior to joining Crescent Point, Mr. Poulios spent several years assisting large private investors and families on a wide range of transactions across emerging markets. Mr Poulios has been a senior executive of a number of service companies in the energy, financial, and technology sectors. He holds a BA from Harvard University and an MBA from INSEAD.

Strand H: Driving Renewable Energy Forward in Emerging Markets: A Case Study in China
Helen Zhang - CEO, Hanergy International Renewable Technology
helen zhang

Helen is the vice president of Hanergy Holding Group and the chief executive officer of the Ground-mounted Power Station Business Unit of Hanergy Global Solar and Power Application Group. Hanergy is China's largest privately owned renewable company and actively develops solar project around the world. With its 3GW capacity under its belt, Hanergy ambitiously established 6 regional offices in Europe, North America, Asia Pacific, Greater China, Latem, and the Middle East. Additionally, Hanergy acquired 3 companies based in the US and Germany, with MiaSole (US) holding the world record in CIGS efficiency. Hanergy is innovative, technology driven and a strong believer in renewable energy.

Prior joining Hanergy, Helen spent 10 years in the investment banking division with Goldman Sachs and Merrill Lynch based in Hong Kong. She currently leads the Hanergy's global ground mounted solar business, focusing on Hanergy's strategy and expansion in the international market. Prior to assuming her current responsibilities, she served as the managing director of  the Global Finance and Marketing Division through November 2012 to November 2013.

Helen earned both her Bachelor and Master in Electrical Engineering from Cambridge University, UK. 

 

16:20 - Refreshments
This will be served in the lobby of the hotel
16:40 - Panel Discussion: Private Equity - Origination and Exits
John Huw Jenkins - Board of Directors, BTG Pactual
JohnHuwJenkins

John Huw Jenkins is a Managing Partner of BTG Pactual, member of the Global Management Committee and is based in BTG’s London office.

John worked at UBS Investment Bank (1996-2008), where he held several positions including CEO, Global Head of Equities, Head of Equities for the Americas and Head of Asia-Pacific Equities. Prior to joining UBS, Huw worked at BZW (1986-1996) and Hill Samuel (1986-1986). He has spent most of his career based in Asia and the US. Most recently, Huw participated in the Executives in Residence program at London Business Schoo

   

Karim Moussa - Head of Private Equity, EFG Hermes
KarimMoussa

Mr. Moussa is a Managing Director of EFG Hermes’ Private Equity division. He is a member of the Investment Committee of several EFG Hermes’ managed funds and sits on the Board of Directors of various portfolio companies. He joined EFG Hermes in 2008. Prior to EFG Hermes, Mr. Moussa was a Vice President at Deutsche Bank in Global Banking with responsibilities for M&A, ECM and DCM advisory in MENA. He joined Deutsche Bank in 2001 as an Analyst in the M&A execution team in Frankfurt, advising on several mid-cap transactions in Continental Europe. He moved to Dubai in 2005 to join the CEO of Deutsche Bank MENA in building the bank’s regional platform. In 2006, he joined Deutsche Bank Global Banking Dubai, where he advised on the sale of Sokhna Port to Dubai Ports World, the financing and acquisition of Egyptian Fertilizers Company by Abraaj Capital and the Dubai Ports World IPO. Prior to Deutsche Bank, Mr. Moussa worked as an Investment Analyst at Berlin Capital Fund, a Venture Capital Fund managed by the Berliner Bank. Mr. Moussa holds a Masters in Business Administration and Mechanical Engineering (Diplom Wirtschaftsingenieur) from the Technical University of Berlin.

 

Richard Butland - Chairman, Influit; former Head of Merchant Banking, Goldman Sachs
Richard Butland Richard Butland is Chairman of Influit and the former managing director in the Merchant Banking Division. He joined Goldman Sachs in 2000 as an associate in the UK Advisory Group. Richard was promoted to run UK M&A Advisory in 2007 and subsequently moved to the Merchant Banking Division to head its private equity activities in the UK and Natural Resources across Europe. He was named managing director in 2006. Prior to joining the firm, Richard worked at IBJ Schroder Bank for two years and at PricewaterhouseCoopers for five years. Richard earned a bachelor's degree from Victoria University of Wellington in 1992 and qualified as a chartered accountant in 1995.  

Murray Grant - Founding Partner, Actis
Murray Grant Murray Grant is one of Actis’s founding partners with an investment focus on Africa, where he has spent the last nine years investing across the continent.  Mr. Grant joined CDC Capital Partners in 2001, prior to the spin out of Actis in 2004.  This followed a 13 year investment career with 3i Group plc in the UK.   Murray joined 3i from London Business School.  Prior to LBS, Mr. Grant spent four years as a consultant in the construction industry working on large infrastructure projects in Africa, Australia and Papua New Guinea. Mr. Grant is currently a Director of Banque Commerciale du Rwanda, DFCU (Uganda), Copperbelt Minerals PLC (DRC), Mineral Deposits Ltd (Senegal), Candax (Tunisia) and Vlisco B.V. (Netherlands).  Outside of Actis he is a board member of the Eastern Africa Association and AMREF UK Ltd.  Mr. Grant has an MBA from London Business School and a BSc (Hons) in engineering from Edinburgh University.

Robert Fenner - Taylor Wessing LLP

Robert_Fenner

Robert is a partner in the Corporate department and specialises in private equity, corporate finance and M&A. He also chairs the firm's UK China group. He advises on private equity and venture capital transactions for investing institutions and management teams. He has acted for many years for public and private companies and brokers on IPOs and secondary issues. The sectors in which Robert has transactional experience include software and technology, financial services, insurance, business services, training and education, real estate and natural resources. He has been recommended in the Legal 500 for M&A.

A graduate of Trinity College, Cambridge, he qualified as a solicitor in 1989.

(Chair)
17:50 - Keynote
David Landsman - CEO, Tata Ltd UK
David Landsma David Landsman OBE (born 23 August 1963) is the Director of Tata Limited and was a British diplomat. His last diplomatic position was Ambassador to Greece. Landsman was educated at Chigwell School and Oriel College, Oxford, then gained a PhD in linguistics from Clare College, Cambridge. He joined the Foreign & Commonwealth Office in 1990, and worked in the Southern European Department. In 1997 he become Deputy Head of Mission in Belgrade. After a tour of the Balkans and Hungary, Landsman was appointed as Ambassador to the Republic of Albania. Before taking up his role as Ambassador to Greece in 2009 he served as head of the Counter Proliferation Department and was briefly seconded to De La Rue plc. He was appointed as Director of Tata Limited, the representative office of the multinational Tata Group in the United Kingdom, in May 2013.

18:30 - Cash Bar