EMPEA Private Equity Masterclass | Cape Town

Agenda

 

EMPEA Private Equity Masterclass
Tuesday, February 26, 2019
Webber Wentzel 15th Floor, Convention Tower, Heerengracht, Foreshore, Cape Town

 

9:30 – 10:00 | Masterclass Registration

10:00 | Private Equity Masterclass Opening Remark

  • Olivia Drouhaut, Manager, EMPEA
  • Tanya van Lill, Chief Executive Officer, SAVCA

10:05 – 11:10 | 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 are common fundraising pitfalls and lessons learned the hard way?

Faculty Firm & Presenters:

  • Ridhaa Ahmed, Associate Partner, Vantage Capital
  • Rohan Dyer, Head of Investor Relations, Ethos Private Equity
  • Dean Horton, Chief Operating Officer, Africa Infrastructure Investment Managers
  • Lelo Rantloane, Chief Executive Officer, Ata Capital

Moderator:

  • Tanya van Lill, Chief Executive Officer, SAVCA

11:10 – 12:30 | 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 Firm & Presenters:

  • Darshan Daya, Co-Founder, Capitalworks Group
  • Nicole Paige, Partner, Webber Wentzel

12:30 – 13:30 | Networking Lunch

13:30 – 14:00 | Structuring for Exits

Faculty Firm & Presenter:

  • Brian Dennehy, Co-Head – Private Equity Sector, Webber Wentzel

14:00 – 14:20 |Presentation: EMPEA’s Latest Research Findings

  • South Africa and Sub-Saharan Africa in the global Emerging Markets context
  • The evolution of investor sentiment
  • Opportunities for private capital investors

Presenter:

  • Sabrina Katz, Senior Research Analyst, EMPEA

14:20 – 14:35 | Networking Break

14:35 – 15:15 |Presentation: ESG in Private Equity

  • Introduction
  • Defining ESG and Impact
  • Incorporating ESG into investment processes and decision making (including key challenges and opportunities observed)
  • ESG Trends and Insights

Presenter:

  • Kenny Kirkby, Principal ESG Consultant, IBIS Consulting

15:15 – 15:45 | Q&A: 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 Firm:

  • Ricardo Felix, Senior Vice President, Asante Capital Group

Interviewer:

  • Shelley Lotz, Head, Regulatory Affairs, SAVCA

15:45 – 16:45 | 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 Firm & Presenters:

  • Hany Assaad, Co-founder, Avanz Capital
  • Paul Boynton, Chief Executive Officer, Old Mutual Alternative Investments
  • Juan Coetzer, Head of Private Equity, Ashburton Investments
  • David Moore, Head: Alternative Investments, Alexander Forbes Investments
  • Mainga Mukando, Investment Officer, IFC
  • Mardé Van Wyk, Associate Fund Principal: Private Equity Funds and Co-Investments, Public Investment Corporation (PIC)

16:45 – 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.

Faculty Firm:

  • Hany Assaad, Co-founder, Avanz Capital
  • Paul Boynton, Chief Executive Officer, Old Mutual Alternative Investments
  • Juan Coetzer, Head of Private Equity, Ashburton Investments
  • David Moore, Head: Alternative Investments, Alexander Forbes Investments
  • Mainga Mukando, Investment Officer, IFC
  • Mardé Van Wyk, Associate Fund Principal: Private Equity Funds and Co-Investments, Public Investment Corporation (PIC)

17:00 | Closing Remarks

  • Olivia Drouhaut, Manager, EMPEA
  • Shelley Lotz, Head, Regulatory Affairs, SAVCA

17:00 – 18:00 | Networking Reception EMPEA & SAVCA Members-only reception