The 2019 AVCJ Australia and New Zealand Forum successfully took place in Sydney on 5-7 March. The event bought together over 280 private equity professionals including 120+ LPs representing more than 160 different organizations from 12 countries.
The conference was kicked off by a keynote address from Jonathan Armitage, CIO at MLC focusing on global investing in turbulent times and how to position portfolios for the future. It also featured leading executives from Pacific Equity Partners, First State Super, Quadrant Private Equity, Future Fund, Adamantem Capital, QIC, Allegro Funds and Sunsuper speaking on a number of selected and well-researched topics including global alternatives in 2019 and beyond, the Superannuation industry in 2029, how GPs are evolving to stay competitive, how to execute regional expansion in Asia and the new dynamics affecting the Australia market.
The premier private equity & venture forum in Australia & New Zealand
Limited Partners from the following organisations that attended include:
Aberdeen Standard Investments
Activus Investment Advisors
Alberts Family Office
Axiom Asia Private Capital
BlackRock Alternative Strategies
BlackRock Private Equity Partners
Cambiata Schweiz AG
Commonwealth Superannuation Corporation
Continuity Capital Partners
Employees Retirement System of Texas
European Investment Bank
First State Super
Gopher Asset Management
JP Morgan Asset Management
Korea Investment Corporation
Lawson Grove Capital Partners
Leyland Private Asset Management
LGT Capital Partners
Local Government Super
MassMutual Life Insurance
Mine Wealth - Wellbeing
MLC Private Equity
Morgan Stanley Alternative Investment Partners
New Zealand Venture Investment Fund
NSW Treasury Corporation
Ontario Teachers' Pension Plan
OPTrust Private Markets Group
Quilvest Private Equity
REST Industry Super
Stafford Private Equity
Sumitomo Mitsui Banking Corporation
The Bank of Tokyo Mitsubishi UFJ
Tulla Private Equity Group
Vantage Asset Management
Varma Mutual Pension Insurance
Walsh Bay Partners
... and many others!
CERTIFIED BY THE CPD CERTIFICATION SERVICE
AVCJ Australia & New Zealand Forum is now a CPD certified event.
11 CPD points can be claimed after attending the Forum
Established in 1998, Pacific Equity Partners (PEP) invests through control positions in leading Australian and New Zealand based companies, typically with enterprise values in the range of A$200M-A$1.2B. Operating company management teams are supported with focused governance, capital and resources in order to achieve full potential.
PEP has made 31 operating company investments and over 100 bolts-ons and joint venture acquisitions at the company level. PEP has managed ~A$8.9B of equity funds over the last 20 years, and is currently investing PEP Fund V, which is A$2.1B. Recent investments have included industrial, energy, food, consumer products, healthcare, entertainment/media, pharmaceuticals and financial services businesses which have employed over 50,000 people. The firm recently held the first close for the PEP Secure Assets Fund (SAF), and has now completed the first two acquisitions for this fund.
PEP has been among the best performers in the private equity industry worldwide and has been included in the list of Top 20 Consistent Performers Globally by Preqin. The firm has also been recognised with various awards, including Firm of the Year, Best LBO Deal of the Year and Australian Private Equity Firm of the Year and a Responsible Investing Award for Manuka Health.
KPMG is one of the leading providers of Audit, Assurance & Risk Consulting; Deals, Tax & Legal; Management Consulting; and Innovation & Digital Solutions services. In addition, KPMG tailors its services to meet the unique needs of mid-sized, fast growing and family owned businesses.
Amid times of economic change, technology advancement and industry disruption, KPMG has the depth of expertise, global reach, clarity of insight and strength of purpose to work shoulder to shoulder with our clients – now and into the future.
With the deep expertise in KPMG’s dedicated Private Equity group we will work with you on all aspects – strategy, transactions, deal orientation, tax, investment lifecycles, post M&A performance, and enhancing value on exit.
Adamantem Capital is a specialist Australian private equity firm with a mandate to invest in companies valued between $100 million and $300 million. Adamantem will invest in both private and public companies in Australia and New Zealand and looks for opportunities to invest in partnership with management teams and other stakeholders. Adamantem’s investment professionals have considerable experience in private equity, public company directorships, operational management, corporate strategy, management consulting and corporate finance and have a long track record of successful partnerships with management teams.
Allegro is a private equity fund manager located in Sydney, Australia. Allegro was established in 2004 and is led by the founding partners who have worked together for 17+ years.
As specialists in transformational investing, Allegro creates value using deep operational expertise to drive a business to its full potential. Allegro has successfully transformed many businesses within Australia and New Zealand by applying its market leading operational improvement methodology.
Allegro manages over A$1 billion in AUM through a number of funds and separately managed accounts, all of which are backed by blue chip Australian and international institutional investors.
Allegro is currently investing out of Allegro Fund III which is a A$390 million committed fund raised in 2017. The fund has already invested in two businesses in the retail and education space.
Allegro’s mandate is sector agnostic and considers opportunities across a range of industries. Investment sizes range upwards of A$20 million using a variety of equity and debt instruments. With the largest and most experienced team in the transformation space, Allegro seeks to partner or take outright control in order to execute on its transformation plans.
Allegro’s current investments include Carpet Court (NZ), Pizza Hut Australia, JSW, Healthy Life, Terrex, Journey Beyond, Everest Ice Cream, Hannahs and Number One Shoes (Ngahuia Group), Endeavour Learning Group and Discovery Holiday Parks.
Bain & Company is the management consulting firm that the world's business leaders come to when they want results.
Bain advises clients on private equity, mergers and acquisitions, operations excellence, consumer products and retail, marketing, digital transformation and strategy, technology, and advanced analytics, developing practical insights that clients act on and transferring skills that make change stick. The firm aligns its incentives with clients by linking its fees to their results. Bain clients have outperformed the stock market 4 to 1.
Founded in 1973, Bain has 58 offices in 37 countries, and its deep expertise and client roster cross every industry and economic sector.
For more information, follow us on Twitter @BainAlerts.
Bain Capital, LP is one of the world’s leading private multi-asset alternative investment firms with over $105 billion of assets under management that creates lasting impact for our investors, teams, businesses, and the communities in which we live. Since our founding in 1984, we’ve applied our insight and experience to organically expand into several asset classes including private equity, credit, public equity, venture capital and real estate. We leverage our shared platform to capture cross-asset class opportunities in strategic areas of focus. With offices on four continents, our global team aligns our interests with those of our investors for lasting impact.
Colinton Capital Partners is an Australian based private equity manager, providing capital solutions to growing mid-market Australasian businesses.
We partner with business owners and senior management to unlock the growth potential of businesses. We are a constructive investor, leveraging our collective experience and that of our broader networks to add value to the businesses we partner with.
We invest in growing businesses with strong market positions, positive earnings and enterprise values from $20m to $200m, however will consider up to $500m in special circumstances. We specialize in providing flexible capital solutions for expansion, succession planning, management buy-outs/buy-ins, public-to-private transactions and active minority public positions.
Our team has a strong track record of creating value for our investors and partners across a breadth of industry verticals.
Coller Capital, founded in 1990, is one of the world's leading investors in private equity's secondary market – widely acknowledged as an innovator and a stand-out player at the complex end of secondaries.
The firm provides liquidity solutions to private equity investors worldwide, acquiring interests in private equity funds, portfolios of private companies, and other private equity-related assets. With headquarters in London, and offices in New York and Hong Kong, Coller’s multinational investment team has a truly global reach.
In December 2015, the firm closed Coller International Partners VII, with capital commitments of $7.15 billion and backing from approximately 170 of the world’s leading institutional investors.
The European Investment Fund (EIF) is a leading provider of risk financing to SMEs across Europe. Part of the EIB group, its mission is to support the broader EU agenda while generating a return for its shareholders.
Over the last 20 years it has been a cornerstone investor in European private equity markets, and at the end of 2016, its private equity assets under management reached EUR12.1bn.
Thanks to its team of 65 dedicated investment professionals, the EIF has developed deep, long-standing relationships with more than 500 venture and growth capital fund managers across Europe. Its robust due diligence process is not only well-respected but has also delivered significant value creation for those backing European entrepreneurs.
In response to growing institutional demand, EIF is facilitating new opportunities that will provide a limited number of institutional investors with access to a diversified portfolio of top private equity, venture capital and life sciences funds across Europe.
For further information please contact email@example.com
Hamilton Lane (NASDAQ: HLNE) is a leading alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. Dedicated to private markets investing for 27 years, the firm currently employs approximately 370 professionals operating in offices throughout North America, Europe, Asia-Pacific, Latin America and the Middle East. With approximately $484 billion in total assets under management and supervision as of March 31, 2019, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. For more information, please follow Hamilton Lane on Twitter: @hamilton_lane.
IFM Investors is one of the few truly aligned global fund managers, with over US$90 billion in assets under management (as at 31 March 2019) across infrastructure, debt investments, listed equities and private equity. Along with our owners – 27 pension funds – and other like-minded investors, we believe the integration of responsible investment principles throughout the investment process will deliver attractive, long-term returns and value to the millions of working people around the world on whose behalf we invest. Our investors include pension funds, sovereign wealth funds, insurers, endowments, foundations and universities. With offices located in London, New York, Berlin, Hong Kong, Seoul, Tokyo, Sydney, Zurich and our head-office in Melbourne, Australia, IFM Investors has one singular purpose – the prosperity of investors and their members. IFM Investors is committed to the United Nations supported Principles for Responsible Investment and has been a signatory since 2008.
We are one of Australia’s leading venture capital firms, with over $320 million in funds under management. Our Investment Team has helped create 5 Nasdaq and 3 ASX listed companies, and realised returns to investors of over $1 billion.
But we do more than invest.
We work with companies with truly innovative products tackling multi-billion-dollar world problems from needle-free vaccinations to next-generation learning technologies to virtual communications, by actively shaping their future. Companies like those already in our portfolio.
Openspace Ventures focuses on Series A and B investments in Southeast Asia. Key areas of investment for Openspace Ventures include fintech, healthtech, edutech, consumer applications and cloud-based solutions. Openspace Ventures is currently investing its second fund and has US$225 million total assets under management. Openspace has invested in 19 companies, including Go-Jek, CXA, FinAccel, Topica, HaloDoc, Pathao and Love, Bonito.
Unison Capital, originally founded in 1998 by three founding members, operates mid-cap buyout funds in Japan and Korea. In Japan, Unison Capital is widely recognized as a pioneer in the industry and has the longest track record in its space. In 2014, Unison Capital expanded in Korea to apply its well-tested mid-cap strategy and harness its deep Japan network for value-add.
Since its inception, Unison has launched four Japan-focused funds and invested in 31 companies with 20 exits. Today, Unison manages JPY 70 billion (~$640 million) for Fund IV. In Korea, Unison Capital raised KRW 307 billion (~$280 million) for its debut fund and has 6 portfolio companies with 2 exits. To date, cumulative investment amounts are JPY 920 billion (~$8.4 billion) and KRW 340 billion (~$310 million) in enterprise value, respectively.
Unison’s Tokyo and Seoul office comprise of 31 investment professionals, having diverse professional backgrounds in finance, strategy consulting and operations. Furthermore, Unison’s broader network extends to in-house management advisers, financial institutions, consulting firms, and other experts in two countries and beyond to drive the robust growth of our portfolio companies.