Overview

Nigeria is on global investors’ radars. And in light of shrinking economy, depressed currencies, looming interest-rate increases and uncertainty over BREXIT and allocation decisions of U.S. investors.  Nigerian bonds are proving hugely popular with investors, and still remains one of Africa’s least indebted nations.  What makes investing in Nigeria so attractive?  How should investors invest in Nigeria?  What are the investable alternative strategies?

Given the uncertain outlook that’s likely to prevail, the Africa Alternative Investment Intensive (AAII) – 2017 Nigeria Form seeks to explore the key themes capital owners, investment funds and managers anticipate to impact and drive long–term investment into alternative asset classes and infrastructure projects in Nigeria.

Themed Leveraging Alternatives for Risk–Adjusted Returns, the forum will bring together a carefully selected ecosystem of investment professionals and industry stakeholders to examine what works and what doesn't work when investing in East Africa. The forum will highlight investable strategies, executable themes and showcase vetted investment opportunities across the region.

The forum is a “talk-show free” open forum driven by knowledge sharing on alternative investing in Nigeria, with emphasis on showcasing product innovations, structures and pooled investment vehicles for portfolio diversification and risk-adjusted returns.


 
 
Our Discussion Leaders

Hand-picked to leader discussions, take part in debates, interviews , contribute to a thought leadership and moderate open conversations.
 

Geoffrey-Otieno-Odundo

GEOFFREY ODUNDO
Chief Executive ,
Nairobi Securities Exchange

Maurice Toroitich

MAURICE TOROITICH
Managing Director,
KCB Bank Rwanda

David Owino

DAVID OWINO
Partner,
Ascent Capital

PIUS MUCHIRI

PIUS MUCHIRI
Chief Executive Officer,
Nabo Capital

CELESTIN RWABUKUMBA

CELESTIN RWABUKUMBA
Chief Executive Officer,
Rwanda Stock Exchange

WANJIRU-KIRIMA

WANJIRU KIRIMA
Vice President,
African Pension Fund Network

EDWIN DANDE

EDWIN DANDE
Managing Partner & CEO,
Cytonn Investments

Simon-Nyakundi

SIMON NYAKUNDI
Chief Executive, Kenya Railways Staff Retirement Benefits Scheme

Sundeep-K-Raichura

SUNDEEP RAICHURA
Chief Executive Officer,
Alexander Forbes Kenya

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THE IMMERSION

Infrastructure Debt Immersion - Focus on Nigeria
26 July 2017 | 12.00 - 18.00

The Masterclass provides an opportunity to gain practical insight on fixed income investment strategies. It is an intimate and interactive platform designed to address the day–to–day challenges facing institutional investors.

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THE OPEN FORUM

Africa Alternative Investment Intensive - 2017 Nigeria Forum
27 July 2017 | 09.00 - 18.00

This Forum is the most comprehensive ecosystem built around knowledge exchange on what works and what doesn’t work when investing in alternative assets; and limited to 80 carefully selected investment professionals.

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THE PRELUDE

Africa Alternative Investment Intensive - 2017 Nigeria Forum
27 July 2017 | 12.00 - 13.00

The Prelude connects capital owners with fund managers, and fund managers with carefully vetted portfolio companies. It is designed to facilitate investment and business partnerships, as well as connect businesses with growth capital.

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Be Part of It

AAII gives you a unique opportunity to – highlight your brand positioning, build long-term valuable relationship, engage with a senior-level audience, demonstrate thought-leadership, and educate your market place.

For corporate and sponsorship partnership, contact Peace Natachy at pugbajah@afri-conomie.com, or +44(0) 208 870 6620. The partnerships will give you opportunity to:

  • Contribute to a thought leadership piece on alternative investing,
  • Participate in or moderate a roundtable discussion at the forum,
  • Sponsor a masterclass learning session for asset owners,
  • Taking part in a debate, interview or practitioner-led report.
The Intensive is limited to around 70 select practitioners, so register now to secure your attendance. The limited places are priced at $599, and confirmation is on a First-come, first-served basis.

Who Attends

The AAII is designed for senior executives and other finance, business and investment professionals from:

- Central Banks and Sovereign Wealth Funds
- Pensions and Social Security Funds
- Insurance Companies
- Endowments and Foundations
- Development Finance Institutional
- Family Offices and High Net Worths
- Fund and Wealth Managers
- Private Equity Funds and Fund of Funds
- Law Firms and Consultants

Subject to availability, some asset owners might be entitled to complimentary or sponsored participation. See agenda, for details of discussion themes.

For instant updates follow us @Africonomie, and track #AfricaAlternatives and #AfricaPSFIF.
Partners

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AGENDA | THURSDAY, 27 JULY 2017


08.00          REGISTRATION AND REFRESHMENT


08.55           WELCOME REMARKS

      STANLEY AUSTIN, Principal Partner, Africonomie


09.00          OPENING REMARKS


09.10           THE EMERGENCE OF ALTERNATIVE ASSETS AND STRATEGIES IN AFRICA

      The Africa Alternative Investment Intensive (AAII) on-going goal is to help institutional and private investors access investment processes and strategies in Africa that generate maximum risk–adjusted returns whilst delivering social developmental impact. During this opening discussion, the forum will hear from active investment practitioners as the examine Africa’s alternative investment landscape and provide a look into the next 12–months and beyond.


09.30           ALLOCATIONS VS. EXPECTATIONS WITH ALTERNATIVES

      An ensemble of carefully selected senior investment decision makers will provide detailed insight into what works, what doesn’t work, why and how of their Africa investment strategy and initiatives.


10.15             ALTERNATIVE FUNDS: TAX, STRUCTURES AND LEGAL FRAMEWORKS

      Discussion Leader: TBA, Partner, Chadbourne & Parke LLP


10.45            ALTERNATIVE RISK AND DELIVERY RISK–ADJUSTED RETURNS

      What diversification properties do alternatives bring to a portfolio? Can Africa alternative assets deliver truly alternative sources of returns for U.S investors? This session looks at common properties of alternative risk in the Africa context, and explores how they can provide diversification for effective portfolio construction.


11.00             NETWORKING BREAK


11.20              A NEW CONVERSATION ABOUT MANAGER SELECTION WITHIN AFRICA ALTERNATIVE INVESTMENTS

      Manager Selection and Due Diligence (MSDD) as we know it in developed markets is becoming far too much of a standardized documentation process. And Given the increasingly complex and sophisticated world of Africa alternative investing, investors now recognize that choosing the right fund managers may matter a great deal more going forward than in the past, as they seek to implement an Africa investment strategy that deliver risk-adjusted returns to their asset owners.


11.40             ASSET CLASS BREAKOUTS: PRIVATE EQUITY AND PRIVATE DEBT/CREDIT

      Asset class breakout sessions are designed for focused discussion on investment strategies, specific market trends, regulatory development, challenges and opportunities that impact you and your investment decisions.

      The Changing Face of Africa Private Equity: Focus on Performance & Benchmarking
      Private Equity (PE) in Africa has entered a new phase. A phase ushered in by the consensus that the traditional private equity model has delivered mixed results as catalyst for growth and sustained real impact. And compelling established and emerging fund managers to rethink and augment their model for investment to accommodate the idiosyncrasies of specific African markets.

      Africa Private Debt & Credit Market Outlook
      The convergence of regulation, low yields on traditional fixed income, and a strong supply of potential borrowers has convinced more fund managers to enter the private debt space than ever before. The conditions that brought opportunity and growth to private debt remain in place, and continued expansion, driven by aggressive fundraising, can be expected in 2015 and beyond. This session examines the diversification that debt strategies offer investors and managers active in Africa. As well as highlight how prospective institutional investors can navigate and optimise their Africa debt portfolio.


12.40             NETWORKING LUNCH


13.40            THE NEW NORM: INSIGHTS ON ESG IN ALTERNATIVE INVESTING

      The majority of institutional investors and alternative managers are actively strengthening their approach to evaluating ESG-related risks and opportunities, particularly in light of the recent corporate governance challenges thrown up in the industry. They believe ESG improves risk-adjusted returns and is an important aspect of risk and reputation management. This session examines why and how institutional investors incorporate ESG and responsible investment criteria when making alternative investment allocations.


14.30            EMERGING HIGH–YIELD PRIVATE DEBT FINANCING STRATEGIES

      A case study based keynote that examines how infrastructure debt can offer long-dated, stable, cashflow-driven returns, why infrastructure debt is appealing to these investors and how they can access the space.


14.45            FINANCING ALTERNATIVES FOR LARGE INFRASTRUCTURE PROJECTS

      There is a growing presence of solutions that benefit from the liquidity levels of large institutional investors to obtain funding in capital markets, through the issuance of public of private debt securities. Driven by increasingly appetite of institutional investors such as pension funds and insurance companies to invest in high quality infrastructure assets that more closely match their liabilities. We assemble a group of senior infrastructure investment decision makers to provide insight into solutions and strategies appealing to investors and how they can be accessed.


15.45            NETWORKING BREAK


16.05             ASSET CLASS BREAKOUTS: REAL ESTATE AND EXTRACTIVES

      Asset class breakout sessions are designed for focused discussion on investment strategies, specific market trends, regulatory development, challenges and opportunities that impact you and your investment decisions.

      Investing in Africa’s Institutional and alternative real estate assets
      An exclusive insight into how Africa’s leading real estate private equity and debt fund managers align their experience, resources with deep knowledge of local markets and in-depth research to deliver a diverse range of strategies and solutions across the risk/return spectrum to institutional and private investors.

      Sustainable Investing in Africa’s Extractives: Agriculture, Mining, and Oil & Gas
      Booming extractive industries and investment by foreign energy and mining companies have contributed considerably to the growth surge. However low commodity prices, increased expectations for responsible business practices, and the sustainability challenges faced by the extractives sector is transforming the way the industry operate. This breakout examines the most pressing issues for corporations, investors, NGOs, regulators and government. This open discussion will focus on solutions and strategy; highlighting innovative practice across the extractives sector in managing risk and creating shared value.


17.05             THE OPEN CONVERSATION ON AFRICA

      The Open Conversation is an opportunity for you to have your say on institutional investment in Africa - or anything else to do with business, investment, government and politics on the continent. No topic is out of bounds. No idea is too aggressive — Just be prepared for them to be challenged. This session is closed to the media and held under the Chatham House Rule.


17.45              SUMMARY AND CONCLUSION OF 2017 AAII - 4TH NIGERIA FORUM


18.30              NETWORKING RECEPTION SPONSORED BY