Panel: GP’s strategies and LP’s expectations - The truths behind a successful portfolio
Our panel of expert GP’s will share their views on navigating the market and keeping up a successful portfolio. Our LPs will discuss a winning strategy for fundraising in an overcrowded market targeting a limited pool of options.
- What are some successful strategies GPs can pursue in terms of portfolio management in the current challenging environment and does the threat of inflation change your portfolio construction approach?
- What characteristics are LPs keen to see in GPs when it comes to deploying capital for the next generation of PE funds and how do they differ from past portfolio management tactics?
- Which asset classes are you putting on hold and why? What are you doubling down on instead?
- Which risk factors have the most influence on portfolio?
- What are all the implications for LPs when there is an extension or failure during the fundraising process?
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Johan joined CapMan Buyout in 2016 as a partner and was in 2017 designated co-managing partner. He has extensive experience from Nordic mid-cap private equity investments. Prior to joining CapMan, Johan spent ten years as an investment professional with Ratos, where his main responsibilities included assessment and completion of numerous acquisitions and active management of several of Ratos’ investments in various sectors. At Ratos, Johan was responsible for one fourth of the investment organization and a member of the group following-up new investment opportunities on a weekly basis. Prior to Ratos, Johan served as management consultant at Arthur D. Little, where his focus was strategy development and operational improvement projects in a wide variety of industries internationally.
Johan is a Partner focusing on private equity. Johan has more than 10 years of professional experience in private equity. Prior to joining Trill Impact, he spent about nine years at Nordic Capital, most recently as an Investment Director. He has further experience as an Investment Banking Analyst at Goldman Sachs, London, and he has also been a board member of a number of private companies.
Johan is currently a board member of the following Trill Impact portfolio companies: Nordomatic; ILT Education; and European ID Security.
Johan holds a M.Sc. in Economics and Business Administration from the Stockholm School of Economics.
Staffan joined Verdane’s Stockholm office in 2006, after leaving Enkatsu Solutions, of which he was co-founder and CEO. At Enkatsu Solutions, he acquired venture capital in three rounds and set up a sales organisation with exports to 15 countries.
At Verdane, Staffan focuses on the software and e-commerce sectors. He has been active in the acquisition of a number of portfolios and currently holds positions on the boards of serveral e-commerce holdings.
Education: Staffan holds an MBA from the University of Linköping (Sweden). He has studied computer programming at the Linköping Institute of Technology, business at the University PMF (France) and has completed the Program for Leadership Development at Harvard Business School.