9:00

Fundraising Masterclass Opening Remark

• Robert van Zwieten, President and Chief Executive Officer, EMPEA

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 Firm & Presenters:

• Albert Alsina, Founder, CEO and Managing Partner, Mediterrania Capital Partners 
• Hurley Doddy, Managing Director, Founding Partner, and Co-CEO, Emerging Capital Partners (ECP)
• Gustavo Eiben, Managing Director, The Rohatyn Group
• Gabriel Schulze, Founder and Executive Chairman, Schulze Global Investments

​Moderator: Jeff Schlapinski, Manager, Research, EMPEA

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 Firms & Presenters:

• Peter Furci, Partner, Debevoise & Plimpton
• Matthew Howard, Corporate Counsel, Associate, Debevoise & Plimpton
• Geoffrey Kittredge, Partner, Debevoise & Plimpton

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?
• What role do placement agents play and what are the pros AND cons of working with placement agents

Faculty Firm & Presenters: 

• Mounir Guen, Chief Executive Officer, MVision Private Equity Advisers 
• Dennis Kwan, Managing Director, MVision Private Equity Advisers 

Spotlight: Why ESG Matters

• What do LPs consider from an ESG perspective?
• How can fund managers gain a competitive advantage with a thoughtful and robust ESG plan?
• What are the first steps in instituting a framework for ESG risk assessment and management?

Faculty Firm & Presenter:

• Christina Alfonso, Partner/Chief Executive Officer, Madeira Global
• Dr. Prasad Modak, Dean, IL&FS Academy for Applied Development (IAAD)

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:

• Christof Gross, Senior Investment Manager, DEG
• Mark Kenderdine-Davies, General Counsel, CDC Group plc
• John Kristensen, Senior Investment Manager, Head of Fund Investments, Swedfund International
• Lynn Nguyen, Managing Director, PE Funds Portfolio, Overseas Private Investment Corporation (OPIC)
• Jesper Persson, Head of Unit, Private Equity, European Investment Bank (EIB)
• Jaap Reinking, Director Private Equity, FMO

​Moderator: Molly Brister, Manager, Research, EMPEA

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:

• Mounir Guen, Chief Executive Officer, MVision Private Equity Advisers
• Christof Gross, Senior Investment Manager, DEG
• John Kristensen, Senior Investment Manager, Head of Fund Investments, Swedfund International
• Dennis Kwan, Managing Director, MVision Private Equity Advisers 
• Lynn Nguyen, Managing Director, PE Funds Portfolio, Overseas Private Investment Corporation (OPIC)
• Jesper Persson, Head of Unit, Private Equity, European Investment Bank (EIB)
• Jaap Reinking, Director Private Equity, FMO

Closing Remarks