Bespoke-Private-Equity-and-Real-Estate-Investment-Meeting-Programme

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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.
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

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.

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.
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.

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.

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).

Bespoke-Private-Equity-and-Real-Estate-Investment-Meeting-Programme

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