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
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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
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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 |