9:30 – 13:00

EBRD Hosted DFI-Only Session

9:30

Fundraising Masterclass Opening Remarks

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 Firms & Presenters:

• Nikolay Shestak, IR Manager, Zubr Capital
• Michaela Sved, Director, Actis
• Dabney Tonelli, Investor Relations Partner, Helios Investment Partners
• Kaido Veske, Founding Partner, Livonia Partners

Moderator: Jeff Schlapinski, Director, Research, EMPEA

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:

• Rafael Kariyev, Counsel, Debevoise & Plimpton
• Geoffrey Kittredge, Partner, Debevoise & Plimpton
• John Rife III, Associate, Debevoies & Plimpton

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 & Panelists:

• Alex Chaplin, Principal, Berchwood Partners
• Ophir Shmuel, Managing Director, MVision Private Equity Advisers
• Nicolas Vagner, Executive Director, Head of EMEA Advisory, UBS Private Funds Group

Moderator: Geoffrey Kittredge, Partner, Debevoise & Plimpton

DFI Seminar – 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?
• How do DFIs’ due diligence approaches and requirements differ when considering an investment in a first time fund?
• Fund structuring hot buttons: what do DFI’s look for to ensure alignment of interests, and how open are DFI’s to investing in non-typical fund structures such as pledge funds, credit or permanent capital vehicles?
• What are the real world challenges that arise both pre- and post-investment?
• DFIs often have extensive environment, social and business integrity requirements, so how can fund managers streamline their understanding of these requirements and address them most efficiently?   What if any resources exist to help newer GPs navigate this process?

Faculty Firms & Presenters:

• Anne Fossemalle, Director, Equity Funds, European Bank for Reconstruction and Development (EBRD)
• Mark Kenderdine-Davies, General Counsel, CDC Group plc 
• John Kristensen, Senior Investment Manager, Financial Institutions and Head of Fund Investments, Swedfund 
• Lynn Nguyen, Managing Director, PE Funds Portfolio, Overseas Private Investment Corporation (OPIC)
• Kevin Njiraini, Principle Investment Officer, Sub-Saharan Africa, International Finance Corporation (IFC) 
• Jesper Persson, Head of Unit, Private Equity, European Investment Bank (EIB)
• Gunnar Stork, Director Corporates & Funds – Africa – Equity & Mezzanine, DEG

Moderator: Randy Mitchell, Vice President, Strategic Engagement, 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:

• Anne Fossemalle, Director, Equity Funds, European Bank for Reconstruction and Development (EBRD)
• Mark Kenderdine-Davies, General Counsel, CDC Group plc
• John Kristensen, Senior Investment Manager, Financial Institutions and Head of Fund Investments, Swedfund
• Lynn Nguyen, Managing Director, PE Funds Portfolio, Overseas Private Investment Corporation (OPIC) 
• Kevin Njiraini, Principle Investment Officer, Sub-Saharan Africa, International Finance Corporation (IFC)
• Jesper Persson, Head of Unit, Private Equity, European Investment Bank (EIB)
• Gunnar Stork, Director Corporates & Funds – Africa – Equity & Mezzanine, DEG

Closing Remarks