V-TH ANNUAL CONFERENCE | 15-16 MARCH 2022
Private Equity and M&A
Agenda
This year's agenda includes presentations, panel discussions, special sessions, and case studies, covering key trends and PE and VC opportunities.
Day One
15 March / Tuesday
09:00 – 09:30
09:00 – 09:30
Coffee and registration
09:30
09:30
Chairman's opening remarks
9:30 – 10:00
9:30 – 10:00
MACROECONOMIC SITUATION ANALYSIS
Sofya Donets, CFA, Director, Russia & CIS Economist,
Renaissance Capital
  • Macroeconomic analysis of events affecting the dynamics of investments
  • Forecasts for economic recovery
  • Finding sources of growth: macroeconomic conditions and industry prospects for investors
  • Macro trends & initiatives: growth drivers, sanctions, inflation, the impact of rising oil prices, consumption levels, financial indicators
10:00 – 11:00
10:00 – 11:00
FUNDS' PERSPECTIVES: INVESTMENT OPPORTUNITIES
Yuri Mashintsev, Director,
Russia Partners

Maxim Popov,
Partner,
CapMan

Arthur Valiullin
, Partner,
Da Vinci Capital

Maxim Kravchenko, Managing Partner,
Proxima Capital Group
  • LPs perspectives on PE and VC in Russia
  • Liquidity of companies on the markets of Russia and the CIS (potential for exits)
  • Current trends in the profitability of PE projects (associated with Russian assets) and alternative investments
  • Funds' perspective on early stage valuation: what are the multiples?
  • Defining impact of Covid-19 on the market and future expectations
  • Venture and private investments in industrial projects
  • Acquisition strategies of state corporations and large investment and industrial groups
11:00 – 11:20
11:00 – 11:20
MAPPING M&A MARKET IN RUSSIA
Lydia Petrashova, Partner, Head of Deal Advisory,
KPMG in the CIS
  • Russian M&A market by sectors of the economy: Market volume, number of transactions, forecasts
  • Overview IPO exits prospects for future
11:20 – 11:40
11:20 – 11:40
Coffee and networking
11:40 – 12:40
11:40 – 12:40
WHAT PROJECTS ARE FAMILY OFFICES LOOKING FOR?
Andrei Ivanov, CFA, Partner,
Leon Family Office

Danilo Lacmanovic, Partner,
FP Wealth Solutions

Kirill Nikolaev, Managing Partner,
NICA Multi Family Office
  • Learning preferences, investment criteria and investment decisions
  • What are the expectations, investment horizon and multipliers?
  • What are the FOs perspectives on PE vs. VC investments?
12:40 – 13:00
12:40 – 13:00
CHANGE IN STRUCTURING OF THE PROJECTS IN CONNECTION WITH CHANGES IN THE TAX LEGISLATION FROM THE POINT OF VIEW OF INDIVIDUALS
Donat Podnyek, Partner,
KPMG in Russia and CIS
  • Change in benefits for the sale of assets
  • Issues of CFC Legislation (if a foreign asset is sold and the buyer is a Russian entity)
  • The use of options and important aspects of foreign exchange legislation that create much greater risks than tax risks
13:00 – 13:20
13:00 – 13:20
SEARCHING TARGET COMPANIES IN THE IT FIELD
Andrey Nikonov, Head of M&A,
Kaspersky
  • What do funds and specialized companies looking for when identifying and choosing "targets" in IT?
  • Defining risk assessment methods, investment criteria, multipliers, metrics and other inputs
  • Case studies and asset valuation approaches
13:20 – 14:20
13:20 – 14:20
Lunch and networking
14:20 – 14:40
14:20 – 14:40
LEGAL PECULIARITIES OF OF TRANSACTIONS IN VARIOUS SECTORS OF THE ECONOMY"
Alexander Garmaev, Head of projects, Corporate and M&A practice,
VEGAS LEX
  • Key trends in structuring M&A deals
  • Defining features of transactions in various sectors: Real estate, healthcare, energy, digital companies, etc.
14:40 – 15:20
14:40 – 15:20
EFFICIENT DEAL STRUCTURE AND FOLLOW-UP INTEGRATION STRATEGY: CONSIDERATION OF CASE STUDIES
Vadim Klevansky, M&A Director,
EVRAZ

15:20 – 15:40
15:20 – 15:40
LEGAL ASPECTS OF M&A TRANSACTIONS
Irina Narysheva, Partner, Head of KPMG Law,
KPMG in the CIS
15:40 – 16:00
15:40 – 16:00
STRUCTURING M&A TRANSACTIONS IN THE SME SECTOR
Julia Korablyova, Associate, Corporate and M&A practice
Lidings
16:00 – 16:30
16:00 – 16:30
Coffee and networking
16:30 – 16:50
16:30 – 16:50
DISTRESSED ASSETS AND "SPECIAL SITUATIONS"
Alexey Tishakov, Ex-Vice President, Private Equity and Special Situations, VTB Capital
  • Analysing opportunities: recent trends, market changes, investment strategies and lessons learned
  • Working with distressed assets: Case studies
  • Defining sources of deals
16:50 – 17:10
16:50 – 17:10
INVESTMENTS IN MINING COMPANIES. REVIEW OF SELECTION CRITERIA, VALUATION METRICS AND CORE RISKS IN SEVERAL CASE STUDIES
Maxim Matveev, CFA, Director,
Aterra Capital
17:10-17:30
17:10-17:30
PRE IPO FOR A QUALIFIED INVESTOR: PROSPECTS, MARKETS, YIELD
Yaroslav Kabakov, Strategy Director,
IC "FINAM"
  • Pre-IPO market for a Russian investor
  • Current perspectives
  • Risk, return, time
17:30
17:30
End of Day One
Day Two
16 March / Wednesday
09:00 – 09:30
09:00 – 09:30
Coffee and registration
09:30 – 11:10
09:30 – 11:10
VENTURE CAPITAL
Sergey Toporov, Partner,
LETA Capital


Mikhail Kireev, Senior Vice President of of the Investment Department,
Russian Direct Investment Fund

Kirill Kozhevnikov, Partner,
RTP Global

Ekaterina Zakharova, Partner, Head of Venture Capital Practice,
ASB Consulting Group

Denis Ivanov, Chief Investment Officer,
Digital Horizon VC
  • Venture investments in the Russian technology sector for a Russian investor, structuring transactions
  • Where are the experts looking to source deals in the coming years?
  • "Startup Factories" and new models of VC funds
  • "Best practices" for forming a board of directors in startups and finding matching "Advisory"
  • Preparing the company for "exit": What is a "must have" in preparing for sale
  • Successful cases studies of attracting investment by startups in the Russia
  • Successful cases of Russian startups entering markets outside the Russia
  • Impact of Covid-19 on the VC market and future expectations
  • Operational interaction with the founder: Case studies, mistakes and ways to solve them
  • At what expense due diligence get accelerated: Increased risk?
  • Investment partnerships: Where are we today?
  • Investment syndicates - legal nuances of using the mechanism for investors and technology companies
11:10 – 11:30
11:10 – 11:30
DESIGNING AN OPTION PLAN AND PROGRAMS FOR TOP MANAGEMENT OF DIGITAL COMPANIES
Denis Belyaev, Partner,
DS Law

  • Defining main types of option plans and programs
  • Navigating features of structuring option plans in Russia and abroad
  • Analysing tax implications of granting options
11:30 – 12:00
11:30 – 12:00
Coffee and networking
12:00 – 13:30
12:00 – 13:30
CORPORATE VENTURE
Andrey Zyuzin, CEO,
EFKO Innovations

George Gogolev, Head,
Severstal Ventures

Sergey Pavlovskiy, Director of the Investment and Strategy Department,
Renova
  • Models and strategies of venture investments of companies
  • How are the company's target identified and projects implemented within the corporate structure?
  • How are investment decisions made and how are procedures structured?
  • Investment strategies and implementation plan
13:30 – 14:30
13:30 – 14:30
Lunch and networking
14:30 – 16:30
14:30 – 16:30
MASTER CLASS: BUSINESS OPTIMISATION AND IMPROVING OPERATING EFFICIENCY OF COMPANIES
  • Removing bottlenecks and increasing efficiency
  • Business model transformation
  • Case studies
17:30
17:30
End of the conference
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