Agenda | Value Creation through the PE Lifecycle
Learn more about Value Creation through the PE Lifecycle: An EMPEA Masterclass with Faculty Leader EY »
Wednesday, 12 February 2014 – EY House, Cape Town, South Africa
8:00
9:00 |
Masterclass Registration & Breakfast |
9:00
9:15 |
Welcome & Introduction
- Emerging Markets Private Equity Association (EMPEA): Robert van Zwieten, President & Chief Executive Officer
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9:15
10:00 |
Module 1: Diligence – Setting the Stage for Value Creation
- Defining the scope of due diligence and why it is crucial to maintaining and creating value in a portfolio
- Examining the key transaction risks in private equity and how to mitigate these risks
- How can diligence help you identify performance issues and set the foundation for a value creation plan?
Faculty Firms & Presenters:
- EY: Matthew Lee, Partner, Transaction Advisory Services
- EY: Graham Stokoe, Associate Director, Transaction Advisory Services
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10:00
11:15 |
Module 2: Value Creation Models
- What are the key elements in and considerations for a value creation framework?
- What are some leading practices in developing a value creation plan?
- Who should be involved in the execution of the value creation plan?
Faculty Firms & Presenters:
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11:15
11:40 |
Networking Break |
11:40
12:30 |
Module 3: Exit Preparation
- The timeline for exit preparation, and setting the stage for a successful exit
- How do you use the exit planning phase to extract or enhance the remaining value?
- What are some common pitfalls in exiting a portfolio company?
Faculty Firms & Presenters:
- EY: Matthew Lee, Partner, Transaction Advisory Services
- EY: Graham Stokoe, Associate Director, Transaction Advisory Services
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12:30
13:25 |
PCase Study Presentation and Q&A Session: Value Creation in Practice
- How are industry veterans putting value creation plans into practice?
- What deal structuring tools do experienced fund managers utilize to drive value?
- What are the similarities and differences in diligence and value creation models across different geographies and sectors?
- How can managers get back on track when unforeseen issues arise?
Faculty Presenter:
- The Abraaj Group: Ron den Besten, Managing Director
Interviewer:
- Emerging Markets Private Equity Association (EMPEA): Robert van Zwieten, President & Chief Executive Officer
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13:25
13:30 |
Closing Remarks
- Emerging Markets Private Equity Association (EMPEA): Robert van Zwieten, President & Chief Executive Officer
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13:30
14:30 |
Networking Lunch |