Head of Private Markets. Wellershoff & Partners

Transcription

1 Cyril Demaria Head of Private Markets Wellershoff & Partners Cyril Demaria has 16 years of experience in fund raising and investing (private equity funds, funds-of-funds, and start-ups). Formerly Chief Investment Officer for private markets at a large Swiss bank and for a multi-family office, he was also Managing Director of a venture and growth capital fund. His experience encompasses investment and portfolio management in a Swiss fund-of-funds and a French insurance group. Cyril lectures private equity at EDHEC, ESCP-Europe and EADA, as well as AFIC and SECA. He authored six books on private equity, the best seller being "Introduction to private equity" (Wiley, 2nd ed, 2013) translated in four languages. He published also "Private equity funds investing" (Palgrave, 2015), which was the result of his doctoral research. Cyril started his career as an analyst in a venture capital fund in the US and Europe. He holds a PhD from University St Gallen, Masters Degrees in Entrepreneurship (HEC Paris), Geopolitics, European Business Law, and a Bachelor in Political Sciences.

2 Jeremy Elmore Partner Investment Funds Travers Smith LLP Jeremy joined Travers Smith as a senior associate in 2011 and became a partner in Jeremy specialises in the structuring, formation and operation of alternative investment funds(with a particular focus on private equity, debt, real estate and infrastructure funds). He also advises on secondaries transactions, co-investment structures, carried interest and other incentivisation arrangements and works with a wide range of asset management houses and investors on the implementation of their alternative investment programmes. Jeremy frequently advises on the structuring of investment management businesses both in relation to their initial formation and subsequent internal restructurings (covering areas such as LLP conversions, general succession planning and spin-outs). Jeremy's recent work includes advising: a number of US and European private equity houses and asset managers on their conversion to limited liability partnerships; a large asset management house on its internal restructuring and group refinancing; a UK private equity house on the formation of its second UK fund and a significant secondary transaction and restructuring in relation to its first fund; on the establishment of co-investment vehicles for a range of private equity and real estate managers; a cornerstone investor on their participation in a new infrastructure fund and a number of pension funds on their continuing alternative investment programmes.

3 Mounir Guen CEO MVision Private Equity Advisers Limited Mounir ("Moose") Guen is the Chief Executive Officer of MVision, which he founded in He is a veteran fundraising specialist, adviser and manager, with 30 years of experience in the industry during which he has worked on over 350 General Partnership funds totaling over $200 billion in capital committed across these funds. He has led MVision to the point where it is now one of the leading private equity capital raising firms in the world. Moose is an active industry participant and sits on the EMPEA Investor Relations and Marketing Member Community Steering Committee. He also chaired the Invest Europe working group revising the Guidance for Placement Advisers on the application of the Code of Conduct, which was originally drafted under his chairmanship in 2009 and has been fundamental in establishing best practices in the industry. Moose has also served on the Invest Europe Investor Relations Committee and also the Invest Europe European Valuation Committee to establish policy currently in use. Moose is often called upon by business media and education providers to give his expert opinion and insights, and is a frequent speaker at industry conferences throughout the world. He is a member of the New York University President's Global Council and the Liberal Studies Dean's Council. Moose sits on the faculty of London Business School, having been honoured with the title of Executive Fellow of the Accounting Department since 2014, and regularly lectures at the school's Private Equity Masterclass and on its MBA course. He is also a mentor in the Hong Kong University MBA Mentorship Programme. Previously, Moose spent 13 years at Merrill Lynch as a Managing Director where he was responsible for building up the international non-us placement business, both at the General Partner and Investor level, and creating a strong franchise. He established an innovative proactive origination program for Europe and extended the concept to a global model. Prior to that, he trained at JP Morgan whilst working at the Saudi International Bank.

4 Martin Kodar Managing Partner BaltCap AS Martin Kõdar joined BaltCap in the beginning of 2000 where he is serving as a co-managing Partner. Martin is a member of the investment committee of BaltCap funds and his responsibilities include operational management of BaltCap group, investor relations, supervision of the administration of advised funds and serving as a supervisory council member of investee companies. Martin's involvement in the current portfolio includes an aircraft maintenance, repair and overhaul provider Magnetic MRO, infrastructure construction group TREV-2, dental healthcare provider Unimed Clinics and occupational healthcare provider Qvalitas. Previously he worked in different positions in Nava, a machinery trading company. Martin is a member of Invest Europe's Mid-Market Council since 2017 and he participates in Invest Europe's Performance Data Taskforce since Dec He was one of the participants of Invest Europe delegation to Asia promoting European PE and VC to Asian investors in 2014 and Martin helped organise Invest Europe's delegation trip to Riga in June 2016 including a seminar for training Latvian regulatory officials about PE, meetings with Ministry of Economy and Ministry of Finance officials and Invest Europe Chairman's dinners for the local PE & VC community. Martin is a member of the board of Responsible Business Forum in Estonia promoting corporate social responsibility among businesses and raising public awareness. He graduated from Tallinn Technical University and has an EVCA Certificate in Institutional Private Equity Investing (CIPEI) from Oxford Saïd Business School.

5 Natalie Lewis Senior Associate Travers Smith LLP Natalie Lewis is an Associate in the Financial Services and Markets Department of Travers Smith LLP's London office. Natalie advises financial markets participants, particularly EU and non-eu private equity and alternative asset managers, on a wide range of legal regulatory issues affecting their business and their products. Natalie also has considerable experience of working with financial market infrastructure (FMI) clients. At Travers Smith, Natalie advises the main UK and international payment systems and settlement systems on the broad spectrum of UK, EU and other international laws and regulations affecting FMIs. Natalie is a member of Invest Europe's Financial Services and Regulatory Working Group and Invest Europe's Working Group on Derivatives and also attends the Invest Europe Tax, Legal and Regulatory Committee meetings. Prior to joining Travers Smith in July 2016, Natalie has held previous roles as an Associate at a leading US law firm, where she advised a network of US-headquartered exchanges and central counterparties (CCPs) operating in the UK, the US and Singapore and subsequently, as in-house Manager and Regulatory Lawyer to UK-based CCP, LCH. Natalie read law at Fitzwilliam College, University of Cambridge.

6 Georges Noël Chairman of the Board of Directors Compagnie Financière Noël & Cie Since 1992, Georges Noël is the Chairman of the wholly family owned Compagnie Financière Noël & Cie, which is acting as a single Family Office and investment advisor for its family. In addition, Georges is also independant Deputy Chairman of the Board of Directors, Deutsche Bank Private Equity and Chairman or independent board member of four Private equity Funds based in the US, UK, Belgium and the Netherlands and in addition in a family office and a family business based in Belgium. Georges has been involved in the private equity and venture capital industry for over 26 years. His professional experience in private equity has also encompassed a range of roles as GP and LP at various private equity houses in the field of venture capital, expansion capital and fund-of-funds. Georges has been also an Executive Advisor of Invest Europe and Chairman of the Belgian Venture Capital & Private Equity Association. As an speaker he is regularly invited to speak on PE or IR at business schools and academic institutions. Georges is strongly related to IMD in Lausanne as speaker in the LFO course, the Alumni Advisory Board and as President of the Alumni Club Belgium-Luxembourg. Prior to his involvement in private equity, Georges was co-leading the Noël family business, after 10 years of international corporate & investment banking experieces gained in a private bank.

7 Michael Raymond Senior Counsel Travers Smith LLP Michael joined Travers Smith since 2013 and was promoted to Senior Counsel in Michael has a broad financial services regulatory practice, advising financial markets participants on all aspects of law and regulation affecting their business and their products. He has particular expertise in advising both EU and non-eu private equity and alternative asset managers on: - their implementation of the second EU Markets in Financial Instruments Directive ("MiFID II"); the new EU Market Abuse Regulation ("EU MAR"); and the EU Securities Financing Transactions Regulation ("SFTR"); - compliance and structural implications of European regulatory capital and securitisation risk retention rules; - all aspects of compliance with the Alternative Investment Fund Managers Directive ("AIFMD"), in particular in relation to regulatory consent and notifications relevant in the context of raising new funds; ongoing compliance obligations for funds and their alternative investment fund managers; financial promotion and securities marketing issues; periodic reporting; and the negotiation of depositary agreements; - compliance issues arising under the EU Short Selling Regulation; - licensing and perimeter issues in the context of the UK regulatory system; and - the PRA and FCA change-in-control regime. Michael has also been involved in mergers and acquisition, restructuring (including business transfer schemes under Part VII of the UK Financial Services and Markets Act) and equity capital market transactions in the financial services sector, involving banks, insurers, managers of both private and regulated funds and insurance and mortgage intermediaries.

8 Marc Roijakkers Senior Fund Manager Alternatives Blue Sky Group Marc Roijakkers joined Blue Sky Group in 2010 as a senior fund manager in alternatives. In this role he is responsible for the origination and implementation of alternative investment strategies for the clients of Blue Sky Group. Marc started his career as a consultant specialized in the implementation of efficiency improvements at various multinationals. In 1997, he made the transition to the financial sector as manager of Corporate Finance at the Generale Bank (Nederland) N.V. and subsequently became Managing Director at Greenfield Capital Partners. His final position before coming to Blue Sky Group was as Director of Corporate Finance at Deloitte Advisory Services.