Agenda, London 2014

Agenda | Fundraising Masterclass in London

*Check back soon for updates! Learn more about EMPEA’s Fundraising Masterclass »

Thursday, 16 October 2014  |  EBRD Headquarters  |  London

8:00
9:00
Masterclass Registration & Breakfast
9:00 Fundraising Masterclass Opening Remarks
  • Shannon Stroud, Vice President, Programs and Business Development, 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 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:

  • Debevoise & Plimpton LLP: Geoffrey Kittredge, Partner
  • Debevoise & Plimpton LLP: John W. Rife III, Associate
  • Debevoise & Plimpton LLP: Matthew Saronson, Partner
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:

  • Armstrong Asset Management: Andrew Affleck, Managing Partner
  • LeapFrog Investments: Nick Moon, Head of Investor Relations
  • Mediterrania Capital Partners: Albert Alsina, Chief Executive Officer and Managing Partner

Facilitator:

  • EMPEA: Patricia Dinneen, Senior Advisor
11:15
11:30
Networking Break 
11:30
13:00

GP Only
Fundraising Masterclass Module 3: Best Practices in the Current Fundraising Climate
  • What are best practices for first time fundraising, and what common pitfalls should fund managers avoid?
  • How can experienced fund managers adapt their skills to meet the ever-changing economic climate?
  • What various strategies do placement agents recommend?
  • What role do placement agents play, what do placement agents do (or not do) and what are the pros and cons of working with them?

Faculty Firm & Presenters:

  • BerchWood Partners: Alexander J. F. Chaplin, Vice President
  • BerchWood Partners: François Rowell, Associate
  • BerchWood Partners: Paola Tarazi, Partner
13:00
14:30
Networking Lunch (Open to GP and DFI delegates)
14:30
16:00
Fundraising Masterclass Module 4: 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:

  • CDC Group plc: Mark Kenderdine-Davies, General Counsel and Company Secretary
  • DEG: Lars Zimmermann, Senior Investment Manager, Equity & Mezzanine, Africa
  • European Bank for Reconstruction and Development (EBRD): Anne Fossemalle, Director, Equity Funds
  • European Investment Bank (EIB): Jesper Persson, Head of Unit, Private Equity
  • FMO – Netherlands Development Finance Company: Erik Bosman, Director Private Equity
  • International Finance Corporation (IFC): Kevin Njiraini, Principal Investment Officer
  • Overseas Private Investment Corporation (OPIC): Brooks Preston, Head of Investment Funds Department

Facilitator:

  • EMPEA: Robert van Zwieten, President & Chief Executive Officer
16:00
16:30
Fundraising Masterclass Module 5: The Perfect Pitch

During this interactive session, GP attendees will have the opportunity to present their two minute “elevator pitch” to our panel of judges. *Advanced signup is required.

Judges Panel:

  • BerchWood Partners: Paola Tarazi, Partner
  • CDC Group plc: Mark Kenderdine-Davies, General Counsel and Company Secretary
  • Debevoise & Plimpton LLP: Geoffrey Kittredge, Partner
  • DEG: Lars Zimmermann, Senior Investment Manager, Equity & Mezzanine, Africa
  • European Bank for Reconstruction and Development (EBRD): Anne Fossemalle, Director, Equity Funds
  • European Investment Bank (EIB): Jesper Persson, Head of Unit, Private Equity
  • FMO – Netherlands Development Finance Company: Erik Bosman, Director Private Equity
  • International Finance Corporation (IFC): Kevin Njiraini, Principal Investment Officer
  • Overseas Private Investment Corporation (OPIC): Brooks Preston, Head of Investment Funds Department
16:30 Closing Remarks
  • Robert van Zwieten, President & Chief Executive Officer, EMPEA