Agenda | EMPEA Fundraising Masterclass in Washington, D.C.

 

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Thursday, 18 May 2017  |  The Ritz-Carlton | Washington, D.C. 

8:30- 9:00 Masterclass Registration & Breakfast
9:00 Opening Remarks

Robert van Zwieten, President and Chief Executive Officer,  EMPEA

9:00- 9:45 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 can managers do to put their best foot forward in the diligence process?
  • What are common fundraising pitfalls and lessons learned the hard way?

Faculty Firms & Presenters:

  • Ann Wyman, Investment Officer, AfricInvest

Moderator: Jeff Schlapinski, Director, EMPEA

9:45- 10:45 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 challenges of the current economic climate?
  • Where is the capital flowing? Which regions are attracting LP interest, and what can fund managers do to increase LP appetite for their region?
  • Which market sectors are attracting LP interest?
  • What role do placement agents play and what are the pros AND cons of working with placement agents?
10:45- 11:10 Networking Coffee Break
11:10- 12:15 Legal Strategies: Balancing 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 is the range of market terms and LP/GP pressure points?
  • Partnership negotiation strategies: when to be flexible and when to hold firm?

Faculty Firm & Presenters:

  • Jonathan Adler, Partner, Debevoise & Plimpton
  • Geoffrey Kittredge, Partner, Debevoise & Plimpton
  • Rafael Kariyev, Counsel, Debevoise & Plimpton
12:15- 13:15 Mergers & Acquisitions

  • How to structure PE deals in emerging markets? (i.e. common structuring drivers, structuring tools, tax aspects, investment treaties, common holding company jurisdictions, typical structures)

Faculty Firms & Presenters:

  • Geoffrey Burgess, Partner, Debevoise & Plimpton
13:15- 14:00 LP-GP Networking Lunch
14:00- 15:15 DFI Seminar – Exploring the Initial Fundraise & Best Practices for Pitching DFIs

  • What are DFI’s institutional priorities in adding new managers, strategies and geographies? How often and how much do those priorities change and how can managers stay current?
  • What approach do DFIs take toward co-investments? Direct investments?
  • What missteps can most hurt a manager vying for DFI commitments?
  • Fund structuring hot buttons: what do DFIs look for to ensure alignment of interests?
  • When to move on: DFI views on re-upping for follow-on funds, and when should GPs graduate to private investor capital?

Faculty Firm & Presenters:

  • Lynn Nguyen, Managing Director, PE Funds Portfolio, Overseas Private Investment Corporation (OPIC)
  • John Kristensen, Senior Investment Manager, Head of Fund Investments, Swedfund International
15:15- 16:00  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.
16:00 Closing Remarks