Healthcare – The new era for infrastructure investors

Healthcare’s stable and steady demand is attracting longer-term capital investors in infrastructure funds and family offices. So what does this new investor mean for the sector and for the businesses it is buying? What does value creation look like? How will this lead to the development of new delivery models and utilisation of community and urban space? This session featuring an Infrastructure investor and CEOs of infrastructure-owned providers includes a keynote from Italy’s Hippocrates Holdings. It will dive into the between this and other types of investors and discuss the opportunities in the market this new era heralds.

Keynote: Davide Tavaniello, Co-CEO, Hippocrates
Panellists:
Rodolfo Guarino, Co-CEO, Hippocrates
Assia Belkahia, Partner, Antin Infrastructure Partners
Moderated by Martin Henrichs, Managing Director and Head of Healthcare EMEA, UBS

Speakers

Davide TavanielloCo-CEOHippocrates

Rodolfo GuarinoCo-CEOHippocrates

Assia BelkahiaPartnerAntin Infrastructure Partners

Martin HenrichsManaging Director - Head of Healthcare EMEAUBS

Getting deals done

Despite optimism in the market and positive macro-economic winds forming, getting deals across the line continues to be a challenge, especially where bid-ask spreads remain wide. This keynote directly follows the Investment banking perspective on the M&A market to give the lawyer’s view, delving into recent deals and analysing the strategies deployed to avoid deals going missing or stalling.

Dr Stephan Rau, Partner, McDermott Will & Emery
Sharon Lamb, Partner, McDermott Will & Emery

Speakers

Dr Stephan RauPartnerMcDermott Will & Emery

Sharon LambPartnerMcDermott Will & Emery

Healthcare Investing in Emerging Market Summit, in partnership with the International Finance Corporation

Healthcare needs in emerging markets are considerable and are often not met by existing supply. Investors entering these markets have to be ready for risks, understanding how to spot them early and how to overcome them. This summit developed in partnership with the IFC includes leading investors and healthcare providers operating in emerging markets, sharing their insights, debating key topics and interactive roundtable discussions. 

14.00-14.30: Keynote: Lessons learned from investing in Emerging Markets
Farid Fezoua, Global Director, Health and Education, IFC

For the past 60 years, the IFC has been deploying private capital in emerging and developing markets, at present it has $3.5bn invested in healthcare businesses globally. Right now, emerging markets present an opportunity with huge potential but investors need to proceed with caution. In this opening keynote, Farid lays out the opportunities and gives advice on risks and how to overcome them, reflecting on the lessons the group has learned over the last half-century of investing. 

14.30-15.30: The investor’s viewpoint
Following the opening keynote, a panel of Investors from a broad range of geographies reflect on the topics raised and share their perspectives and lessons learned from their own experience whilst also taking questions from the audience. 
Speakers include: 
Afsane Jetha, Managing Partner and CEO, Alta Semper Capital
Matthew Strassberg, Partner, MidEuropa
Dr Abrar Mir, Managing Partner, Quadria Capital
Menka Shah, Partner, IFHA
Moderated by: Silven Chikengezha, Global Sector Lead, Health Services, IFC

15.30-16.15: Networking break

16.15-16.45: The audience’s viewpoint
Having heard the advice and opinions of investors, this interactive discussion is a chance for you, the audience, to share your reactions, debate ideas raised and to prompt further questions. 
Moderated by: Charles Dalton, Global Sector Specialist, Health, IFC.

16.45-17.45: The provider’s viewpoint
Having heard from investors about the opportunities emerging markets offer, here providers tell their stories and what it really takes to achieve growth. Do they agree with the advice investors offer or is their experience different? What is their advice and how can you use that in your own investment strategies?
Speakers include: 
Emmett Moriarty, Managing Director, Ennismore Advisory
Matt Williams, CEO, Africa Healthcare Network
Irfan Khan, Group Chief Commercial Officer & CEO, Evercare Group -Kenya, Nigeria, Pakistan
Dr Zoe Kyriakou, SVP Global Head of Healthcare Consulting, Siemens Healthineers
Moderated by: Raju Narayan, Global Sector Specialist, Health, IFC

17.45-18.00: Closing reflections
Farid Fezoua, Global Director, Health and Education, IFC
Having listened to the perspective of investors, the audience and providers, Farid summaries the key takeaway messages from the afternoon. 
 

Speakers

Afsane JethaManaging Partner and CEOAlta Semper Capital

Emmett MoriartyManaging DirectorEnnismore Advisory

Charles DaltonGlobal Sector Specialist HealthIFC

Farid FezouaGlobal Director of Health & EducationIFC

Dr Amit VarmaManaging PartnerQuadria Capital

Menka ShahPartnerIFHA

Matthew StrassbergPartnerMidEuropa

Matt WilliamsCEOAfrica Healthcare Network (AHN)

Irfan KhanGroup Chief Commercial Officer & CEOEvercare Group, Kenya, Nigeria, Pakistan

Raju NarayanGlobal Health Sector SpecialistIFC

Dr Zoe KyriacouSenior Vice President, Healthcare ConsultingSiemens Healthineers