EMPEA Fundraising Masterclass in Brazil | Speakers
Jonathan Adler, Partner, Debevoise & Plimpton
Jonathan Adler is a corporate partner based in the New York office and a member of the firm’s Investment Management Group. His practice focuses on advising sponsors of private investment funds, including buyout, growth capital, energy, infrastructure and credit funds. In addition to his work with U.S. and European funds, Mr. Adler has also advised clients in establishing private equity funds, offices and joint ventures in various emerging markets, including Africa, India and South America. Mr. Adler’s recent experience includes acting for clients such as The Carlyle Group, Carmel Partners, Clayton, Dubilier & Rice, Crescent Capital Group, International Finance Corporation and AMC, KKR, Morgan Stanley and Trimaran Capital Partners.
Mr. Adler is ranked as a leading lawyer for private equity funds by Chambers USA (2016), where clients say he is “not only a skilled lawyer but a pragmatic problem solver.” He was named to Private Funds Management’s “30 Under 40”, which recognizes the top private equity funds lawyers under the age of 40.
Mr. Adler joined the firm in 2005. He received a J.D. magna cum laude from New York University in 2005, where he was a member of the Order of the Coif, and a B.S. in Biological and Environmental Engineering from Cornell University in 2002. Mr. Adler is admitted to the Bar in New York.
Alexei Bonamin, Partner, TozziniFreire Advogados
With an experience in Capital Markets and Banking & Finance since 1996, Alexei has expertise in public offerings, international issues, structured finance transactions, securitization, finance, investment funds, financial compliance, derivatives and regulation of financial institutions.
– M. degree in Banking and Finance from The London School of Economics and Political Science, England, 2002.
– Graduate of the Law School of Pontifícia Universidade Católica de São Paulo, 1999.
João Busin, Corporate Law and Foreign Investment, Mergers and Acquisitions, Private Equity & Venture Capital, TozziniFreire Advogados
With over 10 years of practice in the Corporate/M&A area, João has been assisting local and foreign investors in transactions involving many different sectors. With experience in advising Private Equity & Venture Capital players, he is recognized for his ability to combine technical expertise and deep industry knowledge. João worked as foreign associate with Freshfields Bruckhaus Deringer LLP London office from 2011 to 2012. João holds a Specialized degree in Business Management from Business School São Paulo. He is a graduate of the Law School of Pontifícia Universidade Católica de São Paulo (PUC-SP).
Jaime Cardoso, Co-Head of Private Equity, Bozano Investimentos
Jaime Cardoso is Co-Head of the Private Equity practice at Bozano Investimentos and responsible for the consumer, retail and services practice and monitoring activities of the investments. Jaime has a PhD in Economics from UCLA and before joining Bozano Investimentos he was a partner at BR Investimentos. He was head of M&A at Bradesco Banco de Investimentos and a director of investmen t banking at Citigroup Global Markets. Jaime is also a former International Monetary Fund (IMF) economist. He currently serves as a Board Member for Estapar, Forno de Minas and Laticínios São Vicente, has served as Board Member for Hortifruti and participates in Estapar’s HR advisory committee.
Peter Furci, Partner, Debevoise & Plimpton
Peter Furci is a tax partner and a member of the firm’s Private Equity, Latin America and Family Enterprise Groups. He concentrates on the tax aspects of a wide range of corporate transactions, including domestic and cross-border mergers and acquisitions, joint ventures, financings and debt and equity securities offerings by U.S. and non-U.S. issuers. He also practices extensively in the area of private investment funds, including emerging markets, hedge, mezzanine, distressed debt, infrastructure and real estate funds. Mr. Furci is listed as a leading tax lawyer by Chambers USA (2012-2015), where he is regarded as “an expert and pragmatic lawyer” and clients note that he “understands the overall commercial picture” and his “experience and knowledge are not matched by many other individuals; he always seeks to add value and insight to a transaction, and really knows how to drive the process forward.” Mr. Furci is also recognized by The Legal 500 US (2011-2015), where sources note he is “top-notch” and “simply the best tax lawyer I have ever worked with.” Most recently, Law360 named Mr. Furci a “Law360 MVP” in 2015, honoring him for his exceptional work in tax.
Mr. Furci is the author of “Local Knowledge is Not Enough,” Brazil Confidential (November 2011), “Structuring Brazilian Private Equity,” Brazil Confidential (July 2011), “U.S. Trade or Business Implications of Distressed Debt Investing,” Tax Lawyer (Winter 2010), “Tax Aspects of Income Deposit Securities,” Journal of Taxation and Regulation of Financial Institutions (January/February 2005), and a co-author of “Convertible Preferred Stock Investments by Private Funds: A Practical Guide to Tax Structuring,” Practising Law Institute (October/November 2004) and of “Certain U.S. Tax Considerations for Organizing U.S. Hedge Funds,” Practising Law Institute (2005). He is also a contributing author of The Private Equity Primer: The Best of the Debevoise & Plimpton Private Equity Report and the Debevoise & Plimpton Private Equity Report. He speaks frequently on tax matters. Mr. Furci is a member of the Executive Committee of the Tax Section of the New York State Bar Association.
Mr. Furci joined Debevoise in 1995 and became a partner in 2003. He received his B.A. cum laude from Dartmouth College in 1992 and his J.D. magna cum laude from New York University in 1995, where he was a member of the Order of the Coif and the Tax Law Review. Mr. Furci also received his LL.M. in Taxation from New York University in 1999.
Mr. Furci is proficient in Portuguese, Spanish and Italian.
Luke Moderhack, Senior Research Analyst, EMPEA
Luke Moderhack is a Senior Research Analyst at EMPEA, where he covers CEE/CIS and MENA. As an undergraduate, he conducted research on the Saarland’s post-WWI currency transition and studied German in Munich. Luke graduated from Northwestern University with a B.A. with Honors in History and a minor in Business Institutions.
Frank Morgan, Partner, Coller Capital
Frank is President of Coller Capital – US. He worked with Coller Capital from 1991 as an external adviser before joining the firm in 2003.
Prior to joining Coller Capital Frank was previously a Partner at law firms Dewey Ballantine; Mayer Brown; and Gaston & Snow, advising international private equity funds and portfolio companies on legal and business issues. Frank was also Vice President, Secretary and General Counsel for Madison Fund and was Senior Vice President of Madison Ventures.
Frank has a JD from the University of Virginia School of Law; an LLM in International Law from Cambridge University; and an AB from Brown University.