Post-conference Briefing Day Wednesday 23rd November

• Combating low rates of deal activity in MENA and too many investors
• Higher and increasing rates of deal flow outside MENA offering real returns
• Global political developments opening up new growth markets and industry opportunities
• Private equity as an attractive asset class- looking at the benefits of long-term strategy

• Can additional risk assigned to a particular region or strategy be factored? 
• Considering economic factors- wealth creation forecasts and growth sectors
• Assessing socio-economic aspects- demographics and political risk
• Considering exit opportunities and their relative success

• Assessing where the best options for MENA investors lie outside the region
• Are emerging markets too underdeveloped and thus risky?
• Are developed markets too advances and saturated to generate real returns
• Fitting local LP requirements to diversified global investments

• Where do globally diversified allocations fit into the LP’s portfolio
• Which LPs are well matched to which market, suitability of developed and frontier markets
• How the LP’s view of risk and liquidity risk has shifted in recent years

• Paying into funds vs. Direct investments
• How much can realistically be allocated to EM private equity?
• Weighing up the pros and cons of co-investment

• Considering local regulations, laws and cultures
• Considerations and approaches to accessing untapped markets
• Changing to adapt to evolving government regulations
• Developing new strategies to ease transition into new markets
• The growing call for communication and its actuality in all markets

Roundtable 1 Considerations for foreign fund structuring
Roundtable 2 Identifying future exit opportunities in emerging markets
Roundtable 3 Approaching lack of track record and new management selection Raising finances abroad

• How investors are seeing real potential in Asia beyond China
• South –East Asian governments providing incentives for foreign investors
• Islamic Banking fundamentals and the advantage for MENA investors
• Judging the likelihood of substantial net gains from South-east Asian investing

• Extensive economic growth, growing rates of consumption and its influence on security of investment 
• The pros and cons of India’s domestic regulatory framework 
• An establishing private equity system in India and its repercussions for foreign investors

• Assessing the benefits of investing in a highly diversified region
• How widespread industry expertise can increase security of investment
• The pros and cons of giving European GPs more responsibility