8:00
9:00 |
Masterclass Registration & Breakfast |
| 9:00 |
Fundraising Masterclass Opening Remarks
- Shannon Stroud, Vice President, Programs and Business Development, EMPEA
|
9:00
10:30
GP Only |
Fundraising Masterclass Module 1: Legal Strategies: Protecting GP Interests AND Maintaining Competitive and Marketable Positioning to LPs
- What are the key elements and stages of the documentation process and how does this process work?
- What are the latest trends in private equity terms and conditions?
- What are industry standard terms & conditions, and what areas should GPs focus on to craft ideal term sheets?
- How should GPs show alignment of interests while still shaping profitable agreements?
- Partnership negotiation strategies: when to be flexible and when to hold firm
Faculty Firm & Presenters:
- Debevoise & Plimpton LLP: Geoffrey Kittredge, Partner
- Debevoise & Plimpton LLP: John W. Rife III, Associate
- Debevoise & Plimpton LLP: Matthew Saronson, Partner
|
10:30
11:15
GP Only |
Fundraising Masterclass Module 2: Learning From Experience – How Successful Fund Managers Navigate the Fundraising Cycle
- How and when does the planning process begin for a successful fund raise?
- What are the key factors to consider when going to market with a fund (i.e. timing, branding, target investors, etc.)?
- How can a manager make the most out of the in-person pitch? What can managers do to put their best foot forward in the diligence process?
- What are the real costs of raising a fund? What are some strategies for making time on the road more cost-effective?
- What are common fundraising pitfalls and lessons learned the hard way?
Faculty Firm & Presenters:
- Armstrong Asset Management: Andrew Affleck, Managing Partner
- LeapFrog Investments: Nick Moon, Head of Investor Relations
- Mediterrania Capital Partners: Albert Alsina, Chief Executive Officer and Managing Partner
Facilitator:
- EMPEA: Patricia Dinneen, Senior Advisor
|
11:15
11:30 |
Networking Break |
11:30
13:00
GP Only |
Fundraising Masterclass Module 3: Best Practices in the Current Fundraising Climate
- What are best practices for first time fundraising, and what common pitfalls should fund managers avoid?
- How can experienced fund managers adapt their skills to meet the ever-changing economic climate?
- What various strategies do placement agents recommend?
- What role do placement agents play, what do placement agents do (or not do) and what are the pros and cons of working with them?
Faculty Firm & Presenters:
- BerchWood Partners: Alexander J. F. Chaplin, Vice President
- BerchWood Partners: François Rowell, Associate
- BerchWood Partners: Paola Tarazi, Partner
|
13:00
14:30 |
Networking Lunch (Open to GP and DFI delegates) |
14:30
16:00 |
Fundraising Masterclass Module 4: Back to Basics and Securing DFI Commitments
- What key elements should a fund manager prepare in advance of a first DFI meeting?
- What missteps can most hurt a manager vying for DFI commitments?
- Fund structuring hot buttons: what do DFI’s look for to ensure alignment of interests?
- Innovative approaches to DFI financing (i.e. pledge funds, co-investments, credit)
- What are the real world challenges that arise both pre- and post-investment?
Faculty Firms & Presenters:
- CDC Group plc: Mark Kenderdine-Davies, General Counsel and Company Secretary
- DEG: Lars Zimmermann, Senior Investment Manager, Equity & Mezzanine, Africa
- European Bank for Reconstruction and Development (EBRD): Anne Fossemalle, Director, Equity Funds
- European Investment Bank (EIB): Jesper Persson, Head of Unit, Private Equity
- FMO – Netherlands Development Finance Company: Erik Bosman, Director Private Equity
- International Finance Corporation (IFC): Kevin Njiraini, Principal Investment Officer
- Overseas Private Investment Corporation (OPIC): Brooks Preston, Head of Investment Funds Department
Facilitator:
- EMPEA: Robert van Zwieten, President & Chief Executive Officer
|
16:00
16:30 |
Fundraising Masterclass Module 5: The Perfect Pitch
During this interactive session, GP attendees will have the opportunity to present their two minute “elevator pitch” to our panel of judges. *Advanced signup is required.
Judges Panel:
- BerchWood Partners: Paola Tarazi, Partner
- CDC Group plc: Mark Kenderdine-Davies, General Counsel and Company Secretary
- Debevoise & Plimpton LLP: Geoffrey Kittredge, Partner
- DEG: Lars Zimmermann, Senior Investment Manager, Equity & Mezzanine, Africa
- European Bank for Reconstruction and Development (EBRD): Anne Fossemalle, Director, Equity Funds
- European Investment Bank (EIB): Jesper Persson, Head of Unit, Private Equity
- FMO – Netherlands Development Finance Company: Erik Bosman, Director Private Equity
- International Finance Corporation (IFC): Kevin Njiraini, Principal Investment Officer
- Overseas Private Investment Corporation (OPIC): Brooks Preston, Head of Investment Funds Department
|
| 16:30 |
Closing Remarks
- Robert van Zwieten, President & Chief Executive Officer, EMPEA
|