Baltic M&A and Private Equity Forum

Programma

 

Baltic M&A and Private Equity Forum

The annual Baltic M&A and Private Equity Forum will take place in Riga on 6th of November 2019.
The Baltic M&A and Private Equity Forum has become the main networking event for the Baltic M&A industry and market participants interested in the region. We welcome representatives of private equity and venture capital funds and investment banking, consultants, lawyers, investors, and other representatives of the financial sector, as well as interested business executives and owners.

The forum is organized by SORAINEN and the Estonian business daily Äripäev, in partnership with the Baltic business dailies Verslo žinios (Lithuania) and Dienas Bizness (Latvia), the Latvian, Lithuanian and Estonian Private Equity and Venture Capital Associations.

8.30 – 09.00

 

Morning coffee  

9.10 – 9.30

 

 

 

 

 

THE BALTIC PRIVATE EQUITY MARKET – KEY DEVELOPMENTS, EIF PERSPECTIVE
-Pier Luigi Gilibert, European Investment Fund
-Pablo Millán Cantero, European Investment Fund

 

9.30 – 10.10

 

 

 

 

 

 

DISCUSSING TOPICAL ISSUES IN THE BALTIC PE AND VENTURE CAPITAL INDUSTRY

-Ruta J. Laukien, GrayBella Capital 

-Kristīne Bērziņa, Livonia Partners
-Šarūnas Alekna, BaltCap

-Sille Pettai, SmartCap

10.10 – 10.30

 

 

 

EXPLORING IMPORTANT TRANSACTIONS IN THE BALTIC MARKET. A 5-YEAR 200 MILLION BOND ISSUE
-
Imants Jansons, AirBaltic

10.30 – 11.00

 

Coffee break

11.00 – 11.40

 

 

 

 

 

 

 

 

 

 

 

 

RECENT TROUBLES IN THE BALTIC & NORDIC BANKING SECTOR: HOW DOES THAT AFFECT FINTECH BUSINESSES?

 

Moderator: Liza Aizupiete, Fintelum

 

Participants:
-Mārtiņš Šulte, 
Mintos

-Reinis Bērziņš, Altum
-Andris K. Berziņš, Change Ventures

-Normunds Igolnieks, ZGI Capital

-Jānis Brazovskis, Finance Latvia association

11.40 – 12.20

 

 

 

 

  TECHNOLOGIES: LATEST DEVELOPMENTS IN THE TECH MARKET, UNDERSTANDING GLOBAL AND LOCAL IMPACT ON M&A
-Ingmārs Pūķis,
LMT
-Pekka Puolakka, M.A.S.I Company
12.20 – 13.00   JAMIE SUSSKIND, Author of "Future Politics: Living Together in a World Transformed by Tech", Practising Barrister

13.00 – 14.20

  Lunch

14.20 – 14.40

 

 

  EXPLORING RECENT IMPORTANT TRANSACTIONS IN THE BALTIC MARKET (PART I)
-Kristjan Endrikson,
Eesti Energia

14.40 – 15.20

 

 

 

 

 

 

 

COMPANY MANAGEMENT INVOLVEMENT IN M&A: ARE WE GETTING IT RIGHT?
-Lars-George Hedlund, 
Södra
-Evita Goša, SCHWENK LATVIJA
-Jānis Dzenis, Deloitte Latvia

-Marek Pohla, Kaamos

-Valērija Lieģe, Oaklins M&A Baltics

-Šarūnas Skyrius, Superia

15.20 – 15.50   Coffee break

15.50 – 16.20

 

 

 

  A LOOK OUTSIDE THE BOX: INSIGHTS FROM THE GROWING INVESTMENT MARKET IN HEMP/CANNABIS
-Stepas Telešius, 
Co-founder and Board member of Acmegruppe

16.20 – 16.40

 

 

  EXPLORING RECENT IMPORTANT TRANSACTIONS IN THE BALTIC MARKET (PART II)
-Andris Bite, 
Karavela

16.40 – 17.20

 

  FOR INSPIRATION: SUCCESSFUL TRANSACTIONS & EMOTIONAL INTELLIGENCE
-Marko Lepik, 
SIY Certified Teacher, Estonia
 
17.30  

Closing remarks

19.00

 

  Annual M&A and Private Equity award ceremony

All Forum guests are invited to share impressions at a networking reception in the heart of Riga

Note:   The agenda may change/ be continuously updated up to the conference.

TARGET AUDIENCE: Private equity and venture capital funds, investment bankers, advisers and consultants, company managers and shareholders.

LANGUAGE: English


DATE AND VENUE: 6th of November | VEF Kvartāla kamerzāle, Ieriķu Street 5A, Riga


SPEAKERS: 

en
Marko Lepik

Mindfulness Coach, Founder of EQversity.com, SIY Certified Facilitator
Marko is a corporate coach with a prior background in strategic communication. He is passionate about bringing science-based self-regulation tools to the workplace. After years of experimentation in traditional ways of mind training in Asia, he licensed as a teacher of the EQ-program born at Google.

3 keywords that I want the audience to associate me with: #mindfulness
#emotionalintelligence
#leadership

 

dzenis
Jānis Dzenis

Assistant Director in Financial Advisory, Deloitte Latvia; head of Corporate Finance service line

Janis has more than 10 years of corporate finance experience, working in the UK, the US, Baltic countries, Middle East and continental Europe, leading many interesting projects, such as M&A Lead Advisory, Restructuring, Due Diligence, Integration and Separation, Synergy development and Valuation.

3 keywords that I want the audience to associate me with:
​​
#M&A
#corporatefinance
#restructuring

 

Pohla
Marek Pohla

Chairman of the management board of Kaamos Group

Marek joined Kaamos in early 2018, as the first CEO outside the family owning the group. The main target has been to refocus the group´s strategy, expand its business structure, both in core & non-core fields and its activity area. Prior to Kaamos, Marek has more than 15 years of experience in the chemical & sporting goods industries.
3 keywords that I want the audience to associate me with:
#don´tbeafraidtolookfurtherfromyourdoorstep
#M&A
#startup

 

Stepas Telešius
Stepas Telešius

Co-Founder and Board Member at ACME Grupė, a group of companies that mainly operates in the distribution of IT and consumer electronic products, film production and distribution also actively investing in diverse business projects.

Stepas has over 26 years experience of starting, developing, transforming and operating various businesses. Also has served on the boards of directors in several different companies.

3 keywords that I want the audience to associate me with
#investment
#strategy
#leading change

 

 

Pekka
Pekka Puolakka

President of Uros Ltd, CLO of Uros Group

Already years ago Pekka earned the nickname “Firefighter” as he has always been at home in solving complex, time-critical and multidimensional matters in an international environment. Currently, he heads corporate and legal matters as well as transactions at Uros, a world-leading IoT company.

3 keywords that I want the audience to associate me with
#tech
#acquisitions
#IoT

 

E.Goša
Evita Goša

Legal Director, Management Board Member of SCHWENK Latvija SIA

Evita is a lawyer, a human rights activist and a diversity management expert. For more than 11 years her life has inextricably been linked to the production of cement, ready-mixed concrete and aggregates, which is much more exciting than it might seem.

3 keywords that I want the audience to associate me with: #health&safety
#collaboration
#sustainability

 

M.Šulte
Mārtiņš Šulte

 Mintos CEO and Co-founder

Mārtiņš Šulte is a Stockholm School of Economics in Riga and INSEAD graduate. Martins is an avid reader and a semi professional poker player. After gaining experience in investment banking, his entrepreneurial spirit and love for technology lead him to establish Mintos, an award-winning global marketplace for investments in loans.

3 keywords that I want the audience to associate me with:
#growthmindset
#mintospeople
#newassetclass

 

A.K.Bērziņš
A.K. Bērziņš

Managing Partner, Change Ventures

Andris leads the first pan-Baltic seed venture capital fund, focusing on finding and backing ambitious Baltic founders that can build global, scalable businesses. Among his investments is Nordigen, the FinTech startup from Latvia. He has been a leader in the Baltic technology ecosystem for almost a decade, founding startups, serving as a mentor in accelerators, investing as a venture capitalist and co-founding some of the crucial non-profit organizations that hold the ecosystem together. He spent 17 years in the US, UK and Israel serving in C-level roles in two startups that each exited at over $100M in exit value. He holds an MBA from the Stanford Graduate School of Business.

3 keywords that I want the audience to associate me with:
#startup
#scalable
#grit

 

R.Bērziņš
Reinis Bērziņš

Chairman of the Board, Development finance institution ALTUM

Reins inspires the ALTUM team to be passionate and goal-oriented. Under his eager leadership, ALTUM embodies the new model of state capital companies operations – to be sustainable and self-sufficient in attracting funding, to operate according to the best corporate governance principles while also contributing to the development of the financial market of Latvia.

3 keywords that I want the audience to associate me with:
#sustainability
#growth
#responsibility

 

J.Susskind
Jamie Susskind

Author of “Future Politics: Living Together in a World Transformed by Tech”, Practising Barrister

Author, speaker, and a practicing barrister. Past Fellow of the Fellow of Harvard University’s Berkman Klein Center for Internet and Society. Studied history and politics at Magdalen College and Oxford, graduating first in his year before turning to the law. Passionate about technology (from AI to Blockchain, Robotics, and Virtual Reality) and politics. Author of Future Politics: Living Together in a World Transformed by Tech (Oxford University Press, 2018), described by the Observer as ‘crucial reading’ and by Gordon Brown as ‘groundbreaking’. The book confronts the question of how digital technology will transform politics and society. Writes and speaks about the future of power, freedom, justice, and democracy.

3 keywords that I want the audience to associate me with:
#AI
#futurepolitics
 #Law

 

S.Pettai
Sille Pettai

Fund manager, member of the management board of SmartCap

Sille is a fund manager and member of the management board of SmartCap, a state-funded investment company in Estonia focused on venture capital funds. She has more than 10 years of experience in asset management as an investment executive and prior to joining SmartCap she was responsible for alternative investments in pension funds at Swedbank Investment Funds.

3 keywords that I want the audience to associate me with:
#venturecapital
#EstonianMafia
#deeptech

 #Law

 

Š.Alekna
Šarūnas Alekna

Chairman of the Board, Lithuanian Venture Capital Association; Fund Partner, BaltCap

Šarūnas has 10 years of Private Equity experience as a fund partner at BaltCap, where he has led several investments from entry to exit. He has also chaired the board of Lithuanian Venture Capital Association since 2018.

3 keywords that I want the audience to associate me with:
#M&A
#LTVCA
#Exits

 

 

K.Bērziņa
Kristīne Bērziņa

Founding partner at Livonia Partners and LVCA member of the board

Kristīne is the co-founder of Livonia Partners, a Baltics based private equity fund manager helping great Baltic entrepreneurs build companies excelling locally or internationally. Kristīne is Chairwoman of Latvian Private Equity and Venture Capital Association. She has diverse experience in investing, transactions, corporate strategy and operational management. Previously she spent over 10 years with PwC Consulting and IBM Business Consulting Services in Rīga, New York and London and later worked at Lattelecom.


3 keywords that I want the audience to associate me with:
#investor
#theultimatetrustbusiness
#motheranddogperson
P.M.Cantero
Pablo Millán Cantero


Head of Division, Mandate Management – Equity, European Investment Fund (EIF), Luxembourg

Since joining the EIB Group in 2005 Pablo Millán Cantero has held several positions in the equity investment field, both inside and outside EU. In addition, from 2006 to 2009 Pablo was Investment Director of Dahlia Partners, a Pan European FoF, jointly managed by EIF and Natixis Private Equity.


3 keywords that I want the audience to associate me with:
#investments
#BalticInnovationFund
#eif4smes


 

 

I.Pūķis
Ingmārs Pūķis

VP & Member of the Management Board, LMT


Ingmārs has two decades of experience in telecommunications, marketing and business development. He is passionate about innovations and currently looking for 5G solutions in C-ITS, drone UTM systems, customer friendly IoT and cyber-defense. Ingmārs is also a national guard with the NG Student Battalion.


3 keywords that I want the audience to associate me with:
#innovations 
#futureismobileonly 
#Latvia

 

R.J.Laukien
 Ruta J. Laukien

Managing Partner, GrayBella Capital


Ruta has 12 years of investment banking experience in M&A and capital raise from Bear Stearns and private investment bank. She is now managing partner at GrayBella Capital, as well as an active member of Duke Global Capital Markets Center Advisory Board and Board of Global Lithuanian Leaders.


3 keywords that I want the audience to associate me with:
#growth
#m&a
#healthcare

 

Hedlund
Lars George Hedlund

Managing Director of Sodra Latvia


Lars-George is a founding member and the member of the board of Latvian Forest Owners Association since 2006. He is also a founding member, today Heading the nomination committee of the Swedish Chamber of Commerce in Latvia. Lars-George is a board member of a few Swedish-family owned forests in Latvia.



3 keywords that I want the audience to recognize me for:
#entrepreneurial
#sustainable


 

 

a.bITE
Andris Bite


Member of the Board, SIA Karavela


Andris 24 years is building his expertise in the canned fish industry. He started as a merchandiser and went through all ups and downs of canning industries’ life cycles. Now he’s making first steps in the “country style” M&A field.


3 keywords that I want the audience to recognize me for:
#CANning

#nevergiveup
#takeitsimple

#European

 

 

 

 

 

J.Brazovskis
Jānis Brazovskis

CAMS – Audit, Member of the Management Board, Finance Latvia Association
Extensive experience in banking, especially legal affairs, including in matters regarding the prevention, licensing and restructuring of money laundering and terrorism financing. Mr. Brazovskis attained his law degree at the University of Latvia and is a Certified Anti-Money Laundering Specialist (CAMS – Audit).


3 keywords that I want the audience to associate me with:
 #Lawyer
# Supervisor
#CAMS – Audit

 

 

 

 

Liza
Liza Aizupiete

Managing Director, Fintelum.com




Liza Aizupiete, the Managing Director of Fintelum, which serves the burgeoning crypto capital markets industry. Previously Liza was a founder and the Managing Director of a cryptocurrency exchange Globitex, as well as the General Director of Lithuanian e-money institution NexPay UAB. A Latvian native, Liza graduated from the University of Geneva, Switzerland, majoring in Philosophy. Liza is experienced in the financial industry, including trading, fund and portfolio management. Since 2012, she has been passionate about Bitcoin and later crypto industry at large, as a proponent of a decentralized and sound monetary system.



3 keywords that I want the audience to associate me with:
#tokenisation
#crypto
#crowdfunding

 

 

 

 

Gilibert



Pier Luigi Gilibert


Chief Executive Officer of the European Investment Fund (EIF), Luxembourg




Since 2014 Pier Luigi Gilibert is heading EIF – a specialist provider of risk finance to benefit small and medium-sized enterprises (SME) across Europe. Previously, Mr. Gilibert held several positions, including Director General for Financing in the European Union and the Candidate Countries, at the European Investment Bank (EIB). Before joining the EIB, Mr. Gilibert worked for the Financial Studies and International Affairs departments of Banca Commerciale Italiana in Milan. Mr. Gilibert holds degrees in economics from the University of Turin (Italy) and the University of Rochester (United States of America).


3 keywords that I want the audience to recognize me for:
#eif4smes
#investment
#BelieveInSmall
Šarūnas
Šarūnas Skyrius
Partner, Superia Corporate Finance


Šarūnas is a veteran investment banker with over two decades of experience in helping clients sell and buy businesses and raise capital in innovative ways. He has most recently advised the shareholders of Danpower in the sale of the company to Idex.


3 keywords that I want the audience to associate me with:
#valuecreation
#dealmaking
#maximisingresults

 

 

I.Jansons
Imants Jansons


Senior Vice President of Legal Affairs at Air Baltic. Joined the company in 2012 and ensured legal support during the successful restructuring process and attraction of capital to the company, including working on the largest corporate bond issue originating from Latvia. In addition to an Executive MBA degree from the Stockholm School of Economics in Riga, Imants received law degrees from the University of Latvia and expanded his legal knowledge at Erasmus University Rotterdam. Since 2015, Imants is a member of the IATA Legal Advisory Board, and he serves as a member of the Executive Committee of Airlines for Europe.

 

 

V.Lieģe
Valērija Lieģe Oaklins member firm M&A Baltics
  Valērija is a change management professional with extensive M&A experience. She has led top Baltic companies through complex turnaround processes, implementing operational and financial restructuring, managed various M&A and refinancing projects.

 

 

 

 


PARTICIPATION FEE:

 
Participation fee per person: EUR 350 + VAT
Participation fee per person with 15% discount (clients of partners): EUR 297.50 + VAT
Participation fee per person registering 3 or more participants: EUR 320 + VAT
Participation fee per person registering 3 or more participants with 15% discount (clients of partners): EUR 272 + VAT

jANY QUESTIONS?


More information: Santa Butāne +371 26132470  | santa.butane@db.lv


ORGANIZERS AND PARTNERS

 

p

 

Sākums
Beigas
Adrese
VEF Kvartāla kamerzāle, Ieriķu Street 5A, Rīga, LV-1017, Latvija