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9:30 – 10:00
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Masterclass Registration |
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10:00
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Fundraising Masterclass Opening Remark
- Clovis Meurer, Vice President, ABVCAP
- Shannon Stroud, Vice President, EMPEA
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| 10:00 – 11:00 |
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:
- Bernardo Carvalho, Partner, Gavea Investimentos
- Marcelo Hallack, Partner, Head of Private Equity, BTG Pactual
- Fábio Maranhão, Partner, Axxon Group
- Priscila Rodrigues, Partner, Bozano Investimentos
Moderator: Kyoko Terada, Senior Director, EMPEA
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| 11:00- 12:30 |
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 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 Firms & Presenters:
- Jonathan Adler, Partner, Debevoise & Plimpton
- Peter Furci, Partner, Debevoise & Plimpton
- Matthew Howard, Corporate Counsel, Associate, Debevoise & Plimpton
- Alexei Bonamin, Partner, TozziniFreire Advogados
- João Busin, Partner, TozziniFreire Advogados
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12:30 – 13:15
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Networking Lunch |
| 13:15 – 13:45 |
EMPEA Brief: First-time Funds in Emerging Markets
- As the EM PE fundraising space becomes increasingly competitive, how do first-time or newer managers fit in an ecosystem increasingly dominated by large-scale, established GPs?
- What are the advantages and disadvantages for first-time fund managers?
- What matters most to LPs in their assessment of newer managers, and what might drive a commercial LP without an explicit development remit to commit to a newer manager?
- What EM PE markets are most accessible to first-time managers, and where do they experience the most challenges? What factors could be driving these trends?
- How have first-time funds performed relative to later-series funds? What must first-time funds offer in order to be worth the perceived risk?
Faculty Firm and Presenter:
- Luke Moderhack, Senior Research Analyst, EMPEA
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| 13:45 – 15:00 |
LP Seminar – Current Outlooks from Local and Global Investors
- Evaluating a first time fund means largely assessing the team. What complementary skill sets are you looking for?
- How important is having operational expertise within the GP to drive value in portfolio companies?
- What characterizes the managers with which you’ve maintained relationships across multiple fund cycles? Beyond track record, what are you looking for in your core manager relationships?
- In adding new managers, do you prefer best in class generalists or promising managers with specialist strategies?
- How have recent political and economic challenges on the macro level affected your commitment levels? Have you experienced pushback from your investment committee?
Faculty Firms & Presenters:
Moderator:
- Patricia Freitas, Chair of Executive Institutional Investor Committee, ABVCAP
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| 15:00 – 15:30 |
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:
- Salvador Almeida, Business Development, Brazil, Hamilton Lane
- Ana Claudia Alves Nolte, International Investments, VALIA
- Fernando Rieche, Manager, Private Equity Division, BNDES – The Brazilian Development Bank
Moderator: Patricia Freitas, Chair of Executive Institutional Investor Committee, ABVCAP
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| 15:30 |
Closing Remarks
- Clovis Meurer, Vice President, ABVCAP
- Shannon Stroud, Vice President, EMPEA
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15:30
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Networking Reception |