Agenda | Private Equity Masterclass | London

 

Thursday, 19 October 2017
08:30 – 9:00 Masterclass Breakfast and Registration
9:00 Opening Remarks
9:00 – 9:45  Learning From Experience – How Successful Fund Managers Navigate the Fundraising Cycle

  • Based on recent fundraising experience, what is the general state of the market?
  • How do managers structure their fundraising efforts from an organizational perspective?
  • What logistics and real costs go into the fundraising process?  What are some strategies for making time on the road more cost-effective?
  • 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?

    Faculty Firm & Presenters:

  • Neil Brown, Partner, Head of Investor Development Group, Actis
  • Gustavo Eiben, Managing Director, The Rohatyn Group (TRG)

Moderator: Shannon Stroud, Vice President, Programs and Business Development, EMPEA

9:45-10:25 Global 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 challenges of the current economic climate?
  • Where is the capital flowing? Which regions are attracting LP interest, and what can fund managers do to increase LP appetite for their region?
  • Which market sectors are attracting LP interest?

Moderator: Peter Tropper, Senior Advisor, EMPEA

10:25-10:55 Networking Break
10:55-12:15

 

Legal Strategies: Balancing 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 is the range of market terms and LP/GP pressure points?
  • Partnership negotiation strategies: when to be flexible and when to hold firm?

Faculty:

  • Geoffrey Kittredge, Partner, Debevoise & Plimpton
  • John W. Rife III, Associate, Debevoise & Plimpton 
  • Matthew D. Saronson, Partner, Debevoise & Plimpton
12:15-13:15 Mergers & Acquisitions

  • How to structure PE deals in emerging markets? (i.e. common structuring drivers, structuring tools, tax aspects, investment treaties, common holding company jurisdictions, typical structures)

Faculty:

  • Geoffrey Burgess, Partner, Debevoise & Plimpton
13:15-14:00 Networking Lunch
14:00-15:15 DFI Seminar – Exploring the Initial Fundraise & Best Practices for Pitching DFIs

  • What are DFI’s institutional priorities in adding new managers, strategies and geographies? How often and how much do those priorities change and how can managers stay current?
  • What approach do DFIs take toward co-investments? Direct investments?
  • What missteps can most hurt a manager vying for DFI commitments?
  • Fund structuring hot buttons: what do DFIs look for to ensure alignment of interests?
  • When to move on: DFI views on re-upping for follow-on funds, and when should GPs graduate to private investor capital?

Faculty Firms & Presenters:

  • Carola Bose, Director Corporates & Funds Africa, DEG 
  • Anne Fossemalle, Director, Equity Funds, European Bank for Reconstruction and Development (EBRD) 
  • Mark Kenderdine-Davies, General Counsel, CDC Group plc
  • John Kristensen, Senior Investment Manager, Financial Institutions and Head of Fund Investments, Swedfund 
  • Mainga Mukando, Investment Officer, International Finance Corporation 

Moderator: Jeff Schlapinski, Director, Research, EMPEA

15:15-16:00 The Perfect Pitch
*Advanced signup is required. Space is limited.Learn how to craft the best pitch from our panel of judges as GP attendees present their two minute “elevator pitch” and gain on-the-spot feedback.Judges Panel:

  • Carola Bose, Director Corporates & Funds Africa, DEG 
  • Anne Fossemalle, Director, Equity Funds, European Bank for Reconstruction and Development (EBRD) 
  • Mark Kenderdine-Davies, General Counsel, CDC Group plc
  • John Kristensen, Senior Investment Manager, Financial Institutions and Head of Fund Investments, Swedfund 
  • Mainga Mukando, Investment Officer, International Finance Corporation

 

16:00  Closing Remarks
16:00-17:00 Networking Reception