Agenda | Fundraising Masterclass in Hong Kong

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Thursday, 19 January 2017 | Offices of Debevoise & Plimpton | Hong Kong

10:30 – 11:00	Masterclass Registration
11:00 – 11:10	Opening Remarks Shannon Stroud, Vice President, EMPEA
11:10 – 12:10	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? What are common fundraising pitfalls and lessons learned the hard way? Faculty Firms & Presenters: Alexander Benard, Chief Executive Officer, Schulze Global Investments Vicki Hui, Managing Director, CITIC Capital Partners Limited Derek Sulger, Managing Partner, Lunar Capital Moderator: Shannon Stroud, Vice President, EMPEA
12:10 – 13:30	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: Gavin Anderson, International Counsel, Debevoise & Plimpton LLP Andrew Ostrognai, Partner, Debevoise & Plimpton LLP
13:30 – 14:30	Networking Lunch
14:30 – 15:30	Global Best Practices in the Current Fundraising Climate – What role do placement agents play and what are the pros AND cons of working with placement agents? – What do placement agents do and not do, and what are the limitations in light of recent regulation? – What various strategies do placement agents recommend? – What are the various pricing models that placement agents use? – Who are the local and global LPs to target? Faculty Firms & Presenters: Jackson Chan, Managing Director, Eaton Partners Dennis Kwan, Managing Director and Regional Head of Asia, MVision Private Equity Advisers George Maltezos, Partner, Campbell Lutyens
15:30 – 16:30	LP Seminar – Sourcing and Securing LP Commitments 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? Faculty Firms & Presenters: Ralph Keitel, Principal Investment Officer, International Finance Corporation (IFC) Eric Rogan Mason, Managing Director, Church Pension Fund
16:30 – 17:00	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. Ralph Keitel,* Principal Investment Officer, International Finance Corporation (IFC) Brian Lim, Partner, Pantheon Eric Rogan Mason, Managing Director, Church Pension Fund Moderator: Rebecca Xu, Co-Founder and Managing Director, Asia Alternatives and Vice Chair, EMPEA
17:00	Closing Remarks Eric Rogan Mason, Chairman, Hong Kong Venture Capital and Private Equity Association
17:00 – 18:30	Networking Reception Hosted with the generous support of Debevoise & Plimpton