PREQVECA INTERNATIONAL INVESTMENT FORUM

09:00 - 09:30

Registration, welcome coffee

09:30 - 09:45

Welcoming addresses

Сергей Лялин, основатель, Cbonds

Олег Железко, Основатель и управляющий партнер, Da Vinci Capital Management

David Schoch, President, Serbian Private Equity Association

09:45 - 11:05

Global Investment Map: How to invest in the current macroeconomic and geopolitical environment

Модератор: Александр Панов, старший партнер, ВЕРБА ЛИГАЛ

Олег Железко, Основатель и управляющий партнер, Da Vinci Capital Management

Михаил Тавер, Founder and Managing Partner, Taver Capital

Evgeny Podlesny, Investment Director, CEECAT Capital

Stefan Dobric, Director, Adval Capital

David Schoch, President, Serbian Private Equity Association

Егор Саввин, Partner, Alfin Ventures

Вопросы для обсуждения

▪ PE&VC cycles: the right time to launch a new fund
▪ How GP adds value to the LPs across the PE&VC spectrum
▪ SEE institutional allocations for global tech funds and direct investments
▪ Which sectors will receive the most significant investment?
▪ How do we see the global economic situation developing in 2023-2025? Which investment strategies will prove to be winning?

11:05 - 11:25

Coffee Break

11:25 - 12:40

M&A Trends and Investment Opportunities: 2023-2025

Модератор: Сурен Горцунян, Founding Partner and Head of Corporate M&A, Рыбалкин, Горцунян, Дякин и Партнеры

Денис Беляев, Counsel, НЕКСТОНС

Boris Popovski, M&A Director, Dr.Max Pharmacy Chain

Денис Суровцев, Директор, Группа по сопровождению сделок M&A, Tenet Group

Roman Kremers, Director Global M&A, Castolin Eutectic

Ольга Сорокина, Управляющий партнер, О2 Консалтинг

Сергей Дергач, Executive Director, SberDevices

Вопросы для обсуждения

▪ Current M&A landscape and recent investment activity
▪ Future trends driving M&A deals for 2023-2025
▪ Regional corporate buyers: opportunities they see in the SEE market
▪ International investors: sectors of interest
▪ In an era of increasing volatility, how do companies adapt their approach to creating value through M&A?

12:40 - 13:20

Tax Trends 2023-2025: How they will affect the market

Модератор: Михаил Орлов, Партнер, Руководитель Департамента налогового и юридического консультирования, Кэпт (АО)

Аревик Агасян, Директор, Группа по оказанию услуг в области международного налогового планирования и реструктуризаций, Кэпт (АО)

Nina Stevanovic, Senior Tax Advisor, Tenet Group

Вопросы для обсуждения

International Tax Trends and How they Affect PE Structuring
Features of Tax Structuring of Transactions through Serbia

13:20 - 14:20

Lunch

14:20 - 15:50

VC in Volatile Times: Emerging Trends and Opportunities

Модератор: Вилле Корпела, CEO, Prometheus Capital Group

Арсений Даббах, CEO, Innotechnics

Davor Sakaс, CEO, TS Ventures Fund

Виктория Федорова, партнер, M2 Capital Partners

Влад Лурье, правляющий партнер, ЭКСПАНС Капитал

Milos Matic, Founding Partner, Omorika Ventures

Mark Liepinsh, Managing Director, Pulsar Venture Capital

Михаил Тавер, Founder and Managing Partner, Taver Capital

Вопросы для обсуждения

Which are the most important trends you see happening with the VC industry at the moment?
What is your perspective on the current valuation levels of late-stage rounds?
Which sectors do you see as the most promising at the moment?
Is AI the real thing or will AI be another bubble?
What is your own current focus with investments and do you see any shift in the next 12 months?

15:50 - 16:10

Coffee Break

16:10 - 17:10

FI Markets: Investment Ideas

Модератор: Сергей Лялин, основатель, Cbonds

Сергей Карыхалин, Portfolio Manager, Opportunity Global

Александр Винер, Руководитель блока трейдинга, Wise Wolves Group

Борис Гинзбург, Глава корпоративных финансов и структурных продуктов, DPRG Investment Management

Вопросы для обсуждения

Has the approach toward investing in fixed income instruments in emerging markets changed in 2023 compared to previous years? What are the strategies for coping with regulatory and policy uncertainty in emerging markets?
Analysis of the risk-return ratio of investments in financial instruments with fixed income during the current period of economic instability.
What are the promising markets for fixed income investment: are there any changes to the allocation strategy? Which countries/regions present special opportunities for fixed income investments in 2023-2024?
Highlighting investment ideas for the global fixed income investment market
How should international fixed income portfolios be structured to manage inflation risks (given the potential for higher inflation in 2024)?

17:10 - 17:30

Pawnshop industry: Opportunities for investors

Алексей Лазутин, генеральный директор, Мосгорломбард

17:30

Reception, networking