ESPOKE PRIVATE EQUITY & REAL ESTATE INVESTMENT MEETING · WHAT ARE THE OPPORTUNITIES WITHIN UK...

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BESPOKE PRIVATE EQUITY & REAL ESTATE INVESTMENT MEETING

Wednesday 2nd April 2014, The Four Seasons Hotel des Bergues Geneva

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Opening Panel

SUSTAINABLE AND RESPONSIBLE INVESTING IN PRIVATE EQUITY AND REAL ESTATE—THE WAY FORWARD

Moderated by Marie Owens Thomsen, Chief Economist, Credit Agricole page 3

ADDRESSING THE CURRENT OPPORTUNITIES WITHIN PRIVATE EQUITY

Theodore Economou, CEO & CIO, CERN Pension Fund page 4

SUSTAINABLE INVESTING THROUGH REFURBISHED GREEN ENERGY

Franc J. Dorfer, Managing Director, Devachen Holdings page 4

PRIVATE EQUITY IN EMERGING MARKETS—OPPORTUNITIES AND CHALLENGES

Rajaa Mekouar, Founding Director, Maera Capital page 5

WHAT ARE THE OPPORTUNITIES WITHIN UK RESIDENTIAL DEVELOPMENT?

Andrew de Condole, de Candole Plc page 5

OPPORTUNITIES IN PRIVATE REAL ESTATE

Stefan Braegger, Director, Polaris Investment Advisory page 6

WHERE IS IMPACT INVESTING GOING?

Kostis A. Tselenis, Head Investment Director, Quadia SA Impact Finance page 6

DIRECT PRIVATE EQUITY DEALS BY A MFO

Vasile Foca, Managing Director, Talis Capital page 7

OPPORTUNITIES IN THE EUROPEAN RENEWABLE ENERGY MARKET

Kaiserwetter Energy Asset Management GmbH page 8

A NEW AND EFFICIENT STRATEGY TO TACKLE THE EMERGING TRENDS IN REAL ESTATE

M & A Property Investors Ltd page 9

TARGETING THE HIGHEST RETURNS IN THE ITALIAN PRIVATE EQUITY MARKET

Mittel Management page 10

TRENDS IN STRUCTURED FINANCE AND VENTURE CAPITAL:

Structural Capital LLC page 11

Akuo Investment Management page 12

M & P Asset Management page 13

Odyssey Analytic page 14


Opening Panel:

SUSTAINABLE AND RESPONSIBLE INVESTING IN PRIVATE EQUITY AND REAL ESTATE—THE WAY FORWARD

Dr Marie Owens Thomsen, Chief Economist, Credit Agricole

Marie Owens Thomsen is a senior economist and strategist at Credit Agricole Suisse Private Banking. She was chief economist for Merrill Lynch in France Paris and economist / strategist at HSBC in London. She also worked at IKEA and managed her own business. Marie holds an MBA from the University of Gothenburg in Sweden and a PhD from the Graduate Institute of International Studies in Geneva

Moderator:

Dr Rainer Von Echlin, CEO, Echlin AG

After the sale of an interest in the family owned car component manufacturer Napa-Echlin (NYSE: ECH) Rainer became now in charge of the managment of the family’s portfolio of assets, having been (part-)owner and Member of the Board of the asset management subsidiary of a Swiss private bank (now sold) and consulting to a few PEP and State institutions. His philanthropic interests are documented in his work as the global coordinator for the francophone world of the Order of St John (Johanniter, Saint Jean) and also in his social investing projects to clean up the Lake Victoria in Africa.

Before that, he was responsible for various parts of the whole value chain of Alternative Investments: research, sourcing, packaging, and sales to institutional, wholesale and private clients with firms such as most recently Bear Stearns (Set-up of BS Asset Management Europe), UBS Private Bank (Global Head of AI), RMF (CEO of research subsidiary),or Salomon Brothers (Head of Sales D&CH). These senior roles at MD level included marketing to UHNWI and various Board/Committee-memberships for Family Offices, Banks and Pension Funds. Prior to this, he survived an international career in Derivative Sales / Product Structuring / Portfolio Management at Merrill Lynch, and Credit Suisse in Germany, Japan, and Switzerland.

Rainer’s academic involvements include a Ph.D. in financial economics from the University of St. Gallen, Switzerland, the M.B.A. in Finance from the University of Massachusetts and a master degree in engineering from the University of Berlin, Germany. More than 40 international publications, including four books were authored by him. Additionally, he is a Curriculum Board Member of the "Chartered Alternative Investment Analyst Association".

Thorsten Gohlke, Managing Partner, Gohlke Family Equity Partners

Thorsten currently serves enterprising families, single family offices and institutions by structuring, building and creating value in

bespoke portfolios of direct strategic investments. With his team of Gohlke Family Equity he manages family equity stakes mainly

in privately held companies, but also publicly traded companies, mezzanine structures and restructuring situations. Prior to this,

Thorsten was responsible for a renowned Single-Family-Office in Munich for 6 years. He also have experience from working with

PricewaterhouseCoopers’ Transaction Advisory Practice in Frankfurt; lead-advising mainly UK Private Equity funds in leveraged

buy-out investments in German mid-size companies. During his studies of business administration and law in Germany and France

Thorsten specialized in corporate finance, tax planning management and European business law.

Dr Audrey Selian, Investments, Rianta Capital

Audrey Selian currently serves as Director of the Artha Initiative associated with Rianta Capital Zurich and is a team member/advisor

to the Halloran Philanthropies. She has been active in the impact investing sector since 2006, and is founder of Artha Networks Inc.,

an online impact investment ‘operating system’ platform that is designed to tackle the economics of due diligence around high

impact, small scale SMEs/SGBs. Audrey has a particular interest in high impact sustainable businesses, and has focused on building

an investment portfolio in India, while helping find ways to galvanize like-minded ‘impact’ investors. Audrey has a background in

management consulting from PricewaterhouseCoopers, and her entrepreneurial experience includes several years spent in business

development, marketing and sales at an NSF-funded software start-up called Wireless Grids Corporation. She currently serves as a

trustee for several non-profit organizations, sits on the board of a few for-profits, and holds a PhD in Technology Policy &

Development Studies from The Fletcher School at Tufts University. She also holds degrees from The London School of Economics

and Wellesley College. In 2003-4 she was a doctoral fellow at Harvard University’s Kennedy School of Government.

Susanne Bregy, Founder and Managing Director, Rhodanus Capital

Prior to establishing Rhodanus, Susanne was an investor relations (IR) and public relations (PR) professional and let fundraising efforts for a number of private equity and hedge funds. Orignally from Switzerland, she has established relationships within private wealth investors based in Europe and the UK. Susanne was previously responsible for IR and Fundraisning at investment funds including: GoldenPeaks Capita, a European activist hedge fund in Guernsey and Zug — RCapital, a turnaround strategy private equity investor in London — Aurelius AG, a listed distressed and turnover private equity investor in Munich— GeMit Genussscheinfonds Mittelstand, a mezzanine fund in Munich Susanne started her career as a trainee and afterwards in the fund structuring team of KG Allgemeine Leasing GmbH & Co., a leading leasing company in Munich. She earned her Bachelors of Arts in Philosophy from Ludwig – Maximilians University in Munich, and later a diploma in International Business Administration from European Management Academy, Munich/Paris.

Panellists:


Theodore Economou, CEO & CIO, CERN Pension Fund

Théodore Economou, CFA, is CEO and CIO of the pension fund of CERN, the European Organization for Nuclear Research, based in Geneva, Switzerland. The Fund manages approximately 4 billion Swiss Francs in assets, both internally and externally. Under Mr. Economou's tenure, CERN's Pension Fund was awarded the 2012 Award for "Best Risk Management Solutions" and the 2013 Award for “Best Use of Equities” by Investment & Pensions Europe. The Fund also received the 2012 Innovation Award in the "Best Public Pension Plan - Below $15 Billion" category by Asset International - Chief Investment Officer magazine. Prior to joining CERN, Mr. Economou worked for a Fortune 500 multinational corporation where he had been responsible for managing worldwide pension assets and liabilities, capital markets activities, and investor relations. Prior to that, he was a consultant with Accenture's Financial Services Group in Geneva and Zurich, Switzerland. He holds degrees from the Swiss Federal Institute of Technology, and Northwestern University's J.L. Kellogg School of Management. Mr. Economou serves on the Investment Advisory Committee of the Virginia Retirement System, one of the world's 50 largest pension funds. He is a member of the investor steering committee of the Alternative Investment management Association, and also currently advises the European Commission on Pan— European pension issues. He has served as Advisory Board member of the Institutional Investor Institute, and the European Pension Fund Investment Forum, and has been a speaker at conferences devoted to institutional investing and pension policy issues.

Roundtable presentation:

SUSTAINABLE INVESTING THROUGH REFURBISHED GREEN ENERGY

Refurbished Green Energy—Chances for Sustainable Investing

How to Identify Suitable Sites and Special Situations

Managing Risk Through Partnering with Industry Experts

Franc J. Dorfer, Managing Director, DevaChen Holdings

After selling his company which he set up in 1983, Franc served one of the largest US and the largest Italian

investment bank as M&A specialist.

After selling his company he served one of the largest US and the largest Italian investment bank as M&A

specialist and today consults innovative businesses in the field of business development, project management,

international finance and business relations for international and complex projects, which require high

intercultural skills and international networks, as well as deep knowledge of international business rules, laws

and financial systems.

Roundtable presentation: ADDRESSING THE CURRENT OPPORTUNITIES WITHIN PRIVATE EQUITY

Operational Risk

Illiquidity Premiums

Secondaries vs. Primaries vs. Direct Investing

What are the areas of Priority within Private Equity


Rajaa Mekouar, Founding Director, Maera Capital UK and Morocco

Rajaa is an entrepreneur dedicated to emerging market advisory and investing with Family Offices and private

investors, with wide-reaching networks across Europe, Africa and the Middle East. She founded Maera Capital in

London in 2008, with a focus on Agriculture/Agribusiness (www.maera-capital.com) and following a career in

Private Equity (eg Lazard European Private Equity Partners).

Rajaa is a graduate of HEC and holds an MBA from INSEAD. She is based in London and commutes to Morocco

where she expanded the Maera franchise (www.africasfutureisnow.com). She is also an Advisor at Somerset

Capital (www.som-cap.com).


PRIVATE EQUITY IN EMERGING MARKETS—OPPORTUNITIES AND CHALLENGES

Why invest in Emerging Markets

What is the best route (funds, direct, co—invests) and monitoring process

How to navigate specific risks: governance, liquidity, access to finance


WHAT ARE THE OPPORTUNITIES WITHIN UK RESIDENTIAL DEVELOPMENT?

Have Prime Central London residential values peaked?

Emerging residential opportunities outside Central London

Riding the cycle: 20% plus per annum returns

Andrew de Candole, CEO, de Candole Plc

Andrew has previously built two UK property development companies from start-up to public flotation. de

Candole Plc is his new fast growing development company which is expanding across the UK in conjunction with

HNW investors on a deal-by-deal basis

http://www.maera-capital.com/

http://www.africasfutureisnow.com/

http://www.som-cap.com/


Stefan Braegger, Director, Polaris Investment Advisory

2011-2014 UBS Chief Investment Office, responsible for private market strategies and key representative for UBS Wealth Management in Latin America

2008-2011 Board member of Spanish perfumery chain, private hospital and direct sales company in Mexico, representing over EUR 400 in annual sales

2007-2011 Private Equity Investment Management, Partners Group, Switzerland

2004-2005 Financial Consultant, Akzo Nobel, Mexico

Master in Banking and Finance, Bachelor in Economics from University of St.Gallen, Switzerland

Various publications on Alternative Investments, appeared in media and led investor roundtables


WHERE IS IMPACT INVESTING GOING?

What challenges do investors / investment managers face today? Is the market big enough to sustain us?

Difficulties in sourcing more capital for this segment: Better than yesterday? What can be done?

Kostis A. Tselenis, Head of Investment Director , Quadia

Kostis counts more than a decade in Investment Banking, Direct Investments and Wealth- and Fund

Management experience, having worked with established private and institutional investors on multimillion

Venture Capital, Private Equity, Real Estate and Project Finance deals. He accompanied investment managers in

their build-up and expansion phase, focusing on deal sourcing, target evaluation, transaction execution,

portfolio coaching and reporting, and fund set-up & management.

Kostis started his professional career in investment banking, working on Corporate Finance, Mergers &

Acquisitions, Capital Markets and Debt Advisory transactions for mid caps in the DACH region.

Drawing from his early involvement in the family businesses, his fundamental belief is that professionalism and

excellence in doing investments by using long tested processes and tools, while at the same time including

parameters that relate to people and environment, will gradually create a healthier global economy with strong

sustainability characteristics on the long-term


OPPORTUNITIES IN PRIVATE REAL ESTATE


Vasile Foca, co-founder of Talis Capital

Vasile is a co-founder of Talis Capital and has been active in building and investing in companies for over 16

years. Vasile is also co-founder of INTRESCO LTD, one of the largest private ship owners in Eastern Europe, along

with Ukraine Capital Partners and Finch Investments. Vasile is very active with the management of all Talis

Capital’s portfolio companies, and sits on the board of NavMii, ShareThe, IWOCA and observer at FuelQuest,

WeDemand and Cygnet Agroholding. Vasile holds an MBA degree from London Business School and speaks Rus-

sian, Ukrainian and Spanish. He enjoys digital photography, psychology, wine tasting and travelling.


DIRECT PRIVATE EQUITY DEALS BY A MFO

Direct shipping deals as a new high yielding play

Is digital ventures the right place to invest for a MFO

Running yield investment focus versus capital gains


Kaiserwetter Energy Asset

Management GmbH

Neuer Wall 52

20354 Hamburg

Germany

Tel: +49 40 530 566 0

www.kaiserwetter.eu

Kaiserwetter Energy Asset Management is an independent service provider for the financial and technical asset management of wind and

solar parks. The Company currently manages 470 MW of wind and solar parks in Germany, Spain, France and Poland.


OPPORTUNITIES IN THE EUROPEAN RENEWABLE ENERGY MARKET

Energy asset managers need new approaches in a changing market environment

Where are future investment potentials in the European market?

Investment platforms create opportunities for cross country investments

Hanno Schoklitsch, Founder and Head of Kaiserwetter

Hanno Schoklitsch is a civil engineer and also earned a Master’s of Business Administration from the

University of Graz/Austria and Universidad de Cantabria/Spain. He has more than 15 years of experience working in

various positions restructuring bank-related real estate companies, particularly in the areas of asset management,

investment management, funds management and project development in Germany, Austria and Spain.

In 2009, Hanno Schoklitsch founded Peak Boys Renewable Energy Investment GmbH/ Berlin, the current parent

company of Kaiserwetter. Before taking over management of Kaiserwetter, he was responsible for the asset

management of a portfolio of some €1.6 billion in CEE, SEE and EE in his capacity as Managing Director and COO of

Europolis Real Estate Asset Management GmbH/Vienna. Under his direction between 2005 and 2007, the performance

of the second-largest German open-ended real estate fund (Deka

Immobilien Europa/Frankfurt), with a volume of some €8.0 billion, was invigorated with lasting effect.

From 2002-2005 he was involved in various capacities in the restructuring of the real estate subsidiary of

Bankgesellschaft Berlin. At the beginning of 2000, he was employed by the Westdeutsche Immobilienbank in

Düsseldorf. Prior to this, he worked in structural engineering for various construction companies (including STRABAG

and Wayss&Freytag), gaining experience in the organization and management of large-scale construction projects,

such as for pumped-storage hydroelectric plants and hydropower plants.


M&A Property Investors Ltd

324 Regent Street Suite 404 London

W1B 3HH

Tel: +41 20 80 99 26 14

www.mapropertyinvestors.com

M&A Property Investors Ltd is part of the M&A Investors SA (Luxembourg) an European investment boutique with affiliated offices in Zurich, London and Prague, focused on providing mezzanine capital as equity and debt loans to “AAA“ real-estate projects located in Switzerland and Northern Europe. The company has recently launched its new PERE fund


A NEW AND EFFICIENT STRATEGY TO TACKLE THE EMERGING TRENDS IN REAL ESTATE

Emerging Trends in Real Estate Europe 2014 and onward

European Real Estate Investment “Today is better that last year. Next year will be better"

“We aim to capitalise on the growing imbalance of the Real Estate credit markets”

Marc Cottino, CEO

Marc has nearly 32 years of broad experience in the international financial industry with major firms in Europe. His expertise encompasses capital markets, portfolio management, corporate and project financing. From 1980 to 1990, Marc worked for Finacor-Paris a leading European interbank-dealing house. In 1990, he joined Goldschmidt Financial Services where he managed the Madrid branch until 1994. In 1995, Marc moved to Lugano to manage, for two years the Private Banking Dept. of CDI a Swiss investment Bank. In 1997, he co-founded his own wealth management firm, Prima Fortune Asset Management. In 1999 he co-founded Millenium Capital Partners a private equity real estate investment holding based in Luxembourg. As the company's Investment Strategist he was directly involved in successfully sourcing across Europe 22 projects worth € 220 million. July 2007, Marc left Millenium Group and joined M&A Property Investors to manage the firm's PERE strategies. Marc holds a Master's degree in Econometrics from the Arts et Métiers Institute of Paris where he has spent much of his professional life. Bilingual French, Italian, fluent in English Spanish and Portuguese.

Serge Ejzenberg, Director

Serge is a seasoned executive with more than two decades of experience in offering management services to European

Private Equity firms. After his Bachelor in Applied Economics at University of Louvain (Belgium) in 1986 he occupied

several management positions in high-tech companies. Before creating in 1998 Euro Link, which amongst its activities of

sales and marketing, acted as a “financial boutique” to assist and advice companies to raise venture capital funds. From

2003 to 2006 he was Vice-President for Mangrove Capital Partners (Luxembourg) where he was in charge of the

development of new funds. He actively contributed to raise 100 M EUR with the entry and allocation of new limited

partners. Serge was also heavily involved in the disinvestment of some companies of the portfolio. Prior joining M&A

Capital Fund, Serge founded Euro Setup a European consultancy firm. His activities include pre-marketing funds,

structuring private placement memos, negotiating terms, fine-tuning strategic market positioning, screening potential

investors, and carrying out investor relations programs. He has helped prominent Private Equity firms to raise new

funds.

A Belgian national, Serge Ejzenberg is co-founder of the prestigious “Cercle Alexis de Tocqueville”, a think-tank that aims

to promote good governance policies and practices in public administration. As the author of many articles on this

subject, he was named Independent Consultant to the French Ministry of Industry to help select public investments for

financing to become innovative companies. He is also a member of the European Business Ethic Network (EBEN).

Serge is fluent in English and French.


Mittel Management Milan Piazza Diaz, 7 20123 Italy

Tel: +39 02 72 14 11

www.mittelmanagement.it

A Holding of Advisory and Management Companies with synergies and value creating capabilities

Mittel Management is owned by Mittel S.p.A., one of the most exclusive and historic Italian merchant banks listed on the MTA of the Milan

Stock Exchange. Founded in 1885, since 70s Mittel S.p.A. operates as a financial holding company with high professionalism and relations

enhanced by heritage and history of success in Italian finance. Mittel Management, the advisory company dedicated to private equity

investments, provides over 20 years of expertise and presence of the Mittel Group in the private equity industry. Its strategy is related to

strong know how of the management team and a consolidated network of the Mittel Group. Mittel Management’s decision making

process is independent and autonomous from the Mittel Group as well as the investment procedure of the private equity initiatives

launched.

Mittel Management’s activity represents a development opportunity relying on high professionalism, expertise, target customer’s needs,

brand awareness and on a consolidated network in Italy’s private equity market. Mittel Management is a holding of management

companies with the following activities and capabilities

Launching new private equity funds according to market trends and investors needs

Determining the investment strategy of the funds, coherent with market situation

Validating business model and identifying the appropriate management team for each new PE initiatives

Defining possible alliances with strategic partners referring to each PE fund

Supporting the fundraising activity for each PE fund

Assisting deal flow origination

Managing and organizing facilities and shared services

Our organizational structure and our business model allow us to run the PE project in a structured and autonomous way, with Mittel Group

as main shareholder of the company. At the same time, our highest priority is the improvement of the assets and know-how of the

Mittel Group referring to PE funds launched during next few years.


TARGETING THE HIGHEST RETURNS IN THE ITALIAN PRIVATE EQUITY MARKET

History and evolution of the Italian private equity industry

Exploiting the opportunity of the current market trends

Market driven private equity initiatives

Angelo Facchinetti, CEO

As CEO of MMG, Mr. Facchinetti has been and is currently involved in all stages of the company development and in the

Private Equity project of Mittel Group. Mr. Facchinetti, with more than 20 years’ experience in Private Equity and

Investment Banking, manages the company on its own deep operational experience in the field.

Francesco D’Antonio, Managing Director As Managing Director, Mr D’Antonio manages the company on the basis of its industrial and financial expertise in the

Private Equity industry and on his proven performance in Restructuring and Turnaround activities.

http://www.mittelmanagement.it


Structural Capital LLC

182 Howard Street # 210

San Francisco, CA 94105

USA

Tel: +1 (626) 437 2771

www.structuralcapital.com

Structural Capital’s senior secured venture lending is an attractive asset class that delivers superior returns. Focus is on North American

yield investments and is an asset class that offers opportunity to participate in the venture space, but with better risk return profile.

Roundtable presentation: TRENDS IN STRUCTURED FINANCE AND VENTURE CAPITAL: HOW CAN INVESTORS ACCESS THE WORLD’S TOP TIER VENTURE CAPITAL FUNDS WITH SIGNIFICANTLY LOWER RISK AND BETA?

Achieving top quartile venture capital returns (target IRRs of 30%+) using debt financing structures

Ecosystem with high barriers to entry

Venture Finance - creative flexible debt capital is a rapidly growing asset class used by entrepreneurs and venture capitalists

Kai Tse, Managing Director

Kai has spent over 18 years as an entrepreneur in financial services, lending, and investing. Most recently, Kai spent 8

years with TriplePoint Capital, a leading venture debt firm in Silicon Valley where Kai was a founding team member and

Managing Director instrumental in building and launching the firm. TriplePoint was involved in financing the growth of

outstanding companies such as Facebook, YouTube, Riot Games, Gaikai, Ruckus Wireless, and OneKingsLane among

others.

Previously, Kai was a Principal at Osprey-GKM Ventures and helped to a launch Vcapital, an early internet based

marketplace for entrepreneurs to meet capital sources. He also worked in merchant banking with Banque Paribas and in

various capacities with PriceWaterhouseCoopers.

Kai holds an M.B.A. from the U.C. Berkeley Haas School of Business and holds a B.S. in Accounting from the University of

Illinois. Kai was granted the CPA certification and is a CFA charterholder.

Larry Gross, Managing Director Larry Gross has been an active investor and executive in high growth venture capital-backed companies. He was a seed investor in SunEdison (NYSE:SUNE) and is an investor in TaKaDu which provides a SaaS solution for monitoring water distribution networks. Larry has over 20 years of C-level management and operations experience in industries such as technology, media, biotech and IT. He built and managed companies with invested capital and M&A transaction value of over $2.1 billion including best of class VC-backed companies with over $600 million in invested capital. Backers include Kleiner Perkins, Draper Fisher, Khosla Ventures, Vivendi/Universal, Knowledge Adventure, Idealab, and Lotus/IBM. Larry was Vice Chairman and Director of Idealab where he served as Director and COO of CarsDirect.com which later became Internet Brands (NASDAQ:INET). Hellman & Friedman ultimately purchased Internet Brands for $640 million in cash. He also served as CEO & President of Knowledge Adventure and Davidson & Associates, which combined, had over 1,000 employees and more than $250 million in annual revenue before being acquired by Vivendi/Universal as part of an $800 million cash transaction. Larry received his B.S. in Engineering & Applied Science from the California Institute of Technology (Caltech) and was a candidate for a M.S. in Electrical Engineering at Caltech when his entrepreneurial pursuits began. He graduated from the Executive Program for Growing Companies at the Stanford University Graduate School of Business and completed the Harvard Business School YPO-WPO Presidents Program.

http://www.structuralcapital.com


AIM Luxembourg

51 Av. JF Kennedy

L-1855 Luxembourg

Tel: + 352 202 115 80

www.akuoinvestment.com

Stéphane Boudon, CEO of Akuo Investment Management, AIM Luxembourg

Stéphane has extensive international experience in private equity, both entrepreneurially and from the fund manager’s perspective.

Born in France, Stéphane also spent part of his youth in Germany and the United States. He served as the CEO of technology companies before entering the investment world.

Prior to creating Akuo Investment Management, Stéphane was the President of CDC Innovation at France’s largest financial institution, Caisse des Dépôts et Consignations, where he played a major role in creating several independent Private Equity funds, holding initially a portfolio of equity stakes in over 80 companies. He has realized numerous deals in France, Germany and Switzerland, several of which went public.

Stéphane, holds a Ph.D. in Computational and Physical Sciences from the University of Strasbourg, went to the Ecole Normale Supérieure in Paris and is Agrégé de Sciences Physiques. Stéphane is fluent in French, English, German, and Portuguese.

Nadia Popova, Investment Director, Director of AIM Luxembourg

Nadia began her career in Paris with Absolute Return Investment Services as a Middle Office Manager, and has extensive experience with financial analysis and modeling. In 2004, she became an Analyst and later Asset Manager for the firm’s managed accounts, where she co-managed an International Equity Fund. A CFA charterholder, Nadia is also an active member of the SFAF (Société Française des Analystes Financiers). Nadia holds a B.S. in International Economics from the American University of Paris. Nadia speaks fluent French, English and Bulgarian, and has a working knowledge of Russian and German.

AIM is a leading provider of fund management services that offers investors access to diversified portfolios of long-term,

project-financed, renewable energy infrastructure assets with well-defined cash flows. Our combination of entrepreneurial, industry, and

regional expertise allows us to deliver strong returns to our investors while at the same investing in assets that promote a more

sustainable environment.

In addition to fund management services, we offer specialized investment advisory services and the structuring of

investments backed by cash flows from renewable energy projects. Capitalizing on our relationships with Akuo Energy and other prime

developers, financial institutions, and governments, we offer our investors unique insight and opportunities in the renewable energy

sector.

http://www.akuoinvestment.com


M&P Asset Management

AB

Drottninggatan 94

Box 3478

10369 Stockholm

Sweden

Tel: +46 8 441 87

M&P Asset Management (“M&P”) offers asset management and investment management services related to real estate and is own by its

partners who successfully have worked with international investors such as Doughty Hanson, Merrill Lynch, Morgan Stanley and

GE Capital. M&P has been awarded the 'Best Property Manager in Sweden' Euromoney Magazine. The business concept is to act as a

representative for the investor, generating a high risk-adjusted return through pro-active management. The client base has through the

years included real estate companies, investment banks, funds, family offices as well as high net worth individuals. Since the foundation

of the company, M&P has managed properties for a total value exceeding € 1.7bn. Assets under management are currently about € 550m

in value. Transactions worth approximately € 200m were made in 2012. M&P launched a real estate opportunity Fund in 2013. The Fund

will primarily target on developments projects in Sweden.

Henrik Jussi-Pekka, CEO

Henrik has 18 years of real estate experience and is founding partner of M&P Asset Management (M&P), which offers asset management and investment management services related to real estate. The business concept is to act as a representative for the investor, generating a high risk-adjusted return through pro-active management. The company currently has € 550 m of assets under management. Prior to founding M&P, he was a director at Niam in Stockholm, responsible for business development and real estate investments. Niam is a real estate private equity firm in Northern Europe. Prior to that, Mr Jussi-Pekka was head of transactions for Uppsalahem, a large regional residential company. He has a realised transaction track record of circa € 2.5 billion. Henrik has a M.Sc. in Civil Engineering with specialisation in Real Estate Economics from the Royal Institute of Technology, Stockholm.

Christian Ekberg, Investment Manager

Christian has 8 years of real estate experience and is a partner of M&P Asset Management (M&P), which offers asset

management and investment management services related to real estate. At M&P Christian is responsible for acquisi-

tions and divestments on behalf of clients.

Before joining M&P in 2005 Christian worked at Svenska Bostadsfonden (the Swedish Residential Fund) where he was

part of the transaction team.

Christian has a M.Sc. with a Major in the built environment specialised in Real Estate Management from the Royal

Institute of Technology and a M.Sc. in Business Administration with a Major in Finance from Stockholm University.


Odyssey Analytic SA

WTC, Via Lugano 13

6982 Agno, Switzerland

Tel: + 41-91-610 2970

www.odysseyanalytic.ch

Odyssey Analytic is a Swiss independent financial adviser founded in 2010 and registered with Polyreg. The firm focuses

on Socially Responsible Investing in both the private and public equity markets.

The firm currently advises Odyssey Green Planet Fund, the first long/short quant fund focused on investing in Green and Cleantech equi-

ties. By taking a quantitative approach to valuation the fund seeks to capitalise on the valuation inefficiencies created by the qualitative

managers who populate this theme. The valuation inefficiencies are a product of investors trying to understand the effect of politics on

company valuation as well as selecting what they believe are winning technologies or processes. Instead we believe that green compa-

nies’ performance is driven by global demographic and consumptive megatrends in water and energy, and that ultimately sound valuation

methodologies applied systematically are the key to any new and expanding sector, particularly if investors are to avoid and profit (after

all we short) from the inevitable busts. I would like to add that even though we are quants we are NOT high speed traders.

Odyssey Analytic are also active in the private equity space, focusing on Ocean Thermal Energy sources, which we believe are the un-

tapped path to the generation of base load energy for coastal communities. Our geographic focus is currently Latin America and South-

East Asia. We are working on using this source of energy to generate electricity, produce sustainable food (both horticulture and aquacul-

ture) and potable water as well as a source of cooling to substitute traditional sources. We will be bringing our first country focused fund

to market in April of this year and we will be using Green Bonds in the Debt/Equity structure.

Alexandros Tselentis, President

Alex is president and founder of Odyssey Analytic SA. He is also a director of Ithaca Capital Advisers, a BVI Fund Man-ager. Alex developed and launched Ithaca Universal Fund, a long/short global equity fund in 2010. He is a Chartered Fellow of the Chartered Institute for Securities and Investments (UK) and a Chartered Management Accountant (UK). He holds an engineering degree from the University of Cape Town, an MBA from Henley Manage-ment College and a Masters in Philosophy cum laude from the University of Stellenbosch. He is a holder of the Chartered Institute for Securities & Investment senior practitioner qualification, the CISI Diploma (Fund Management & Investment Analysis).

ESPOKE PRIVATE EQUITY & REAL ESTATE INVESTMENT MEETING · WHAT ARE THE OPPORTUNITIES WITHIN UK...

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