Agenda | Fundraising Masterclass in London | EM PE Week

 

Learn more about EMPEA’s Fundraising Masterclass » 

 

Thursday, 29 October 2015  |  EBRD Headquarters  |  London  *Check back soon for updates!

8:00
9:00
Masterclass Registration & Breakfast
9:00 Fundraising Masterclass Opening Remarks

  • Robert van Zwieten, President and Chief Executive Officer, EMPEA
9:00
10:30

GP Only
Fundraising Masterclass Module 1: Legal Strategies: Protecting GP Interests AND Maintaining Competitive and Marketable Positioning to LPs

  • What are the latest trends in private equity terms and conditions?
  • What are the key elements and stages of the documentation process and how does this process work?
  • Partnership negotiation strategies: when to be flexible and when to hold firm
  • 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?

Faculty Firm & Presenters:

  • Geoffrey Kittredge, Partner, Debevoise & Plimpton
  • Matthew Saronson, Partner, Debevoise & Plimpton
  • John Rife, Associate, Debevoise & Plimpton
10:30
11:15

GP Only
Fundraising Masterclass Module 2: 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:

  • Runa Alam, CEO and Partner, Development Partners International
  • Gustavo Eiben, Managing Director, TRG

Facilitator:

  • Robert van Zwieten, President and Chief Executive Officer, EMPEA
11:15
11:30
Networking Break 
11:30-
12:15

GP Only
Fundraising Masterclass Module 3: Best Practices in Fund Administration
12:15-
13:00

GP Only
Fundraising Masterclass Module 4: 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?

Interviewees:

  • Hany Assaad, Co-Founder, Avanz Capital
  • Nicolas Schellenberg, Senior Investment Director – Research, Cambridge Associates LLC

Interviewer:

  • Molly Brister, Senior Research Analyst, EMPEA

 

13:00
14:30
Networking Lunch (Open to GP and DFI delegates)
14:30
16:00
Fundraising Masterclass Module 5: Back to Basics and Securing DFI Commitments

  • What key elements should a fund manager prepare in advance of a first DFI meeting?
  • What missteps can most hurt a manager vying for DFI commitments?
  • Fund structuring hot buttons: what do DFI’s look for to ensure alignment of interests?
  • Innovative approaches to DFI financing (i.e. pledge funds, co-investments, credit)
  • What are the real world challenges that arise both pre- and post-investment?

Faculty Firms & Presenters:

  • Anne Fossemalle, Director, Equity Funds, European Bank for Reconstruction and Development (EBRD)
  • Mark Kenderdine-Davies, General Counsel, CDC Group plc
  • Jesper Persson, Head of Unit, Private Equity, European Investment Bank (EIB)
  • Brooks Preston, Head of Investment Funds Department, Overseas Private Investment Corporation (OPIC)
  • Anne-Sophie Rakoutz, Head of Private Equity Division, Proparco
  • Jaap Reinking, Director Financial Institutions, FMO
  • Gunnar Stork, Director Corporates/Funds – Africa – Risk Capital, DEG

Facilitator:

  • Peter Tropper, Senior Advisor, EMPEA
16:00
16:30
Fundraising Masterclass Module 6: The Perfect Pitch – Facilitated by Peter Tropper, Senior Advisor, EMPEA

*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:

  • Anne Fossemalle, Director, Equity Funds, European Bank for Reconstruction and Development (EBRD)
  • Mark Kenderdine-Davies, General Counsel, CDC Group plc
  • Brooks Preston, Head of Investment Funds Department, Overseas Private Investment Corporation (OPIC)
  • Jesper Persson, Head of Unit, Private Equity, European Investment Bank (EIB)
  • Anne-Sophie Rakoutz, Head of Private Equity Division, Proparco
  • Jaap Reinking, Director Financial Institutions, FMO
  • Gunnar Stork, Director Corporates/Funds – Africa – Risk Capital, DEG
16:30 Closing Remarks

  • Robert van Zwieten, President & Chief Executive Officer, EMPEA
16:30
17:30
Networking Reception