Private Equity Masterclass

Agenda

 

EMPEA Private Equity Masterclass
Thursday, October 25, 2018
EBRD Headquarters, London

9:30 – 13:00 | EBRD Hosted DFI-Only Session

8:30 – 9:00 | Masterclass Registration & Breakfast

9:00 | Opening Remarks

9:00 – 9:45 | 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 Firms & Presenters:
  • Joanne Yoo, Managing Director, Development Partners International (DPI)
  • Jeffrey Liebert, Chief Executive Officer, Gazelle Finance
  • Ann Wyman, Senior Manager, AfricInvest
  • Bill Watson, Managing Partner, Value4Capital
  • Moderator: Luke Moderhack, Manager, 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: Shannon Stroud, Managing Director, EMPEA

10:25 – 10:55 | Networking Break

10:55 – 12:25 | 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

12:25 – 13:25 | 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

13:25 – 14:25 | Networking Lunch

14:25 – 14:55 | Presentation: Investors Driving Societal Change: The Evolution from CSR to ESG to SDG and Evolving LP Expectations

  • The difference between “ESG” and “SDG”?
  • Why a fund should have an ESG mindset?
  • How ESG and SDG can help GPs raise and deploy capital?

Presenter: Steve Okun, ASEAN Representative, EMPEA

14:55 – 15:55 | 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:

  • Konstantin Torgov, Senior Banker, European Bank for Reconstruction and Development (EBRD)
  • Mark Kenderdine-Davies, General Counsel, CDC Group plc
  • Cathalijn Naafs, Senior Investment Officer, FMO
  • John Kristensen, Senior Investment Manager, Financial Institutions and Head of Fund Investments, Swedfund
  • Anthony Njoroge, Investment Officer, International Finance Corporation
  • Moderator: Vikram Raju, Executive Director, Morgan Stanley

 

15:55 – 16:15 | 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.

Faculty Firms & Presenters:

  • Konstantin Torgov, Senior Banker, European Bank for Reconstruction and Development (EBRD)
  • Mark Kenderdine-Davies, General Counsel, CDC Group plc
  • Cathalijn Naafs, Senior Investment Officer, FMO
  • John Kristensen, Senior Investment Manager, Financial Institutions and Head of Fund Investments, Swedfund
  • Anthony Njoroge, Investment Officer, International Finance Corporation
  • Moderator: Vikram Raju, Executive Director, Morgan Stanley

 

16:15 | Closing Remarks

16:15 – 17:15 | Networking Reception