Agenda | EMPEA Fundraising Masterclass

Rio de Janeiro, Brazil

April 6, 2015


Learn more about the Fundraising Masterclass »

Monday, April 6, 2015


Masterclass Registration and Networking Lunch

Fundraising Masterclass Opening Remarks

  • Fernando Borges, Chairman, ABVCAP
  • Robert van Zwieten, President & Chief Executive Officer, EMPEA

Module 1: War Stories – Lessons from the Field

  • 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?

Faculty Presenters:

  • Mario Malta, Managing Director, Advent Representative
  • Chris Meyn, Partner, Gavea Investimentos
  • Piero Minardi , Managing Director, Warburg Pincus

Moderator: Maryam Haque, Senior Director, Research


Module 2: 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 Firm & Presenters:

  • Leonardo Camozzato, Managing Partner, HMC Itajubá Capital

Moderator: Kyoko Terada, Senior Director, EMPEA


Networking Break


Module 3: Legal Strategies: Protecting 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 Presenters:

  • Alexei Bonamin, Partner, TozziniFreire Advogados
  • João Busin, Partner, TozziniFreire Advogados
  • Laura Friedrich, Partner, Shearman & Sterling
  • Jeff Tate, Associate, Shearman & Sterling

Networking Break

16:00 17:00

Module 4: Local LP Seminar – Current Outlooks from Brazilian and Latin American LPs

Faculty Presenters:

  • Filipe Borsato, Private Equity ‎Division, The Brazilian Development Bank (BNDES)
  • Jorge Nobre, Head of Private Equity, FUNCEF
  • Alejandro Soriano, Ejecutivo Senior, Corporación Andina de Fomento (CAF)
  • Maurício Wanderley, CIO, Fundação Vale do Rio Doce de Seguridade Social-VALIA

Moderator:  Robert Linton, International Sales and Investor Relations, ABVCAP


Module 5: Global LP Seminar – How to Attract Global Institutional Investors

  • Recent fundraising trends show an influx of global LP commitments to Brazil and Latin America, but these are largely focused with a few large fund managers. How can smaller, local GPs attract global institutional capital?
  • Are global LPs looking at mid-market opportunities in Brazil and Latin America?
  • What are LPs' perceptions about risk in Brazilian and Latin American private equity investments?
  • How do you see investor interest evolving in the next 5-10 years?

Faculty Firm & Presenters:

  • Christopher Bruneau, Executive Director, 57 Stars
  • Cesar Collier, Managing Director and Head of Brazil, Siguler Guff & Company LLC
  • Ricardo Fernandez, Principal, Hamilton Lane

Moderator:  Robert van Zwieten, President and Chief Executive Officer, EMPEA <!–

Faculty Presenters:

  • Susana Garcia-Robles, Principle Investment Officer, Inter-American Development Bank (IADB)
  • Brooke Jones, Director of Investments (Equities), Carnegie Corporation of New York
  • Richard Rincon, Senior Associate, Emerging Markets Investments, University of Texas Investment Management Company (UTIMCO)
  • Gunnar Stork, Director Equity & Mezzanine – Africa & Latin America, DEG
  • FMO – Netherlands Development Finance Company Representative



Module 6: The Perfect Pitch
*Advanced signup is required. Space is limited.
Learn how to craft the best pitch from our panel of expert judges as GP attendees present their two minute “elevator pitch” and gain on-the-spot feedback.


Closing Remarks

  • Fernando Borges, Chairman, ABVCAP
  • Robert van Zwieten, President & Chief Executive Officer, EMPEA
EMPEA/ABVCAP Networking Reception