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Panel Session: Tales from the Trenches – Creating Value from Crisis Day 1 11:20 – 12:15.

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Presentation on theme: "Panel Session: Tales from the Trenches – Creating Value from Crisis Day 1 11:20 – 12:15."— Presentation transcript:

1 Panel Session: Tales from the Trenches – Creating Value from Crisis Day 1 11:20 – 12:15

2 More attractive: emerging market growth will bounce back faster than developed markets Less attractive: we havent seen the worst yet, emerging markets retain high risk of a relatively deeper drop. Dont know: it is not possible to predict at this point How do you assess the relative attractiveness of emerging market PE vs. developed market PE over the next three years?

3 Yes: I see numerous situations shaping up where earnings visibility and valuation create highly attractive opportunities Not yet: we are potentially still a ways from bottom and the right answer for now is to sit tight. Limited: there are a small number of current opportunities that we believe to be defensive or counter-cyclical, but these are relatively few in number. Do you see substantial near term investment opportunity for EMPE developing in this downturn?

4 Yes: we will see more control deals, as a result of need to have more influence over portfolio companies and their management. Yes: we will see more growth capital as result of leverage unavailability and a need to be aligned with local sponsors who can navigate difficult environments. No: we will continue to see a balanced mix of both. Do you feel the EMPE investment model will shift between control deals and growth capital as a result of the crisis?

5 Public companies are more attractive – private valuations have not adjusted enough yet Private companies are more attractive – were seeing good discounts to public comps I rate them equally As you look at the emerging market valuation landscape, how do you rate the attractiveness of public vs. private company valuations


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