The FundamenTals OF PrivaTe equiTy and venTure CaPiTal
Document Sample


sãO
PaulO
ay
18 – 20 m
2011
The fundamentals of private equity and venture capital
3-day training course covering core fundamentals and investor focus
www.peimedia.com/brazil
The FundamenTals
OF PrivaTe equiTy
and venTure CaPiTal
www.peimedia.com
The Brazilian Private Equity and Venture Capital Association (ABVCAP) and
PEI Media are proud to present The Fundamentals of Private Equity and Venture
Capital – Brazil. The three-day training course will be held in São Paulo between
18 – 20 May 2011.
The Private Equity and Venture Capital community in Brazil and the rest
of Latin America continues to grow year after year. Investors are also more
attractive to investments in the region. This course will provide the tools
necessary for professionals active in private equity and venture capital to
expand their understanding about the industry and enhance their abilities
to develop more business relationships.
ABVCAP – The Brazillian Private Equity PEI Media – Our training division is geared to deliver a high quality and practical
and Venture Capital Association is learning experience. PEI Training draws on our deep expertise in alternative asset
a non-profit organisation founded in classes – private equity, real estate and infrastructure. PEI training delivers several
2000. It represents the industry and powerful reasons why leading institutions choose us as their training provider:
works to promote the development
of long-term investments. u Expert faculty – Our trainers are seasoned u Valuable collateral – All attendees receive
Its mandate is also to improve specialists coupled with highly regarded substantial course material for ongoing
industry conditions for GPs and LPs, industry practitioners, bringing you the reference as well as discounts on our
advance understanding about the latest in teaching techniques, thought magazines, books, directories
industry and promote best practices leadership and real-world application. and databases.
that are aligned with international u Optimal learning environments – u In-house – We also offer bespoke
industry standards. Our courses are strictly limited to small class in-house training where you define
ABVCAP´s membership includes sizes to ensure a greater level of interaction the course requirements and we provide
more than 120 members, representing between our trainers and class members. the right people and the right structure to
key active players in the Brazilian deliver a unique training experience.
private equity and venture capital
community. ABVCAP members Delegates from the following companies have attended a PEI Training course:
comprise institutional investors
including Brazil´s major pension u 3i u Cambridge u EEA Fund u Kenda Capital
funds, local and international u Abraaj Capital Associates Management u Lyceum Capital
general partners and service u Abu Dhabi u Canada Pension u Finnfund u MVision Private
providers among others. Investment Plan u Fondinvest Equity Advisers
Authority u CLSA Capital Capital u NBK Capital
For more information please u Actis Partners u Gartmore u Ontario Teachers'
contact Cristiane Nascimento, u Brunei Investment u Coller Capital u Greenpark Pension Plan
Project Manager Agency u Dunedin Capital u Northern Trust
cnascimento@abvcap.com.br For more information please contact Kapriel Kasbarian, Head of Training:
Tel: +55-21-3970-2432 Kapriel.k@peimedia.com Tel: +44 207 566 5437
The FundamenTals OF PrivaTe equiTy and venTure CaPiTal
OvervieW
The Fundamentals of Private Equity and Venture Capital is a comprehensive and
intensive course, aimed at professionals who need to expand their understanding
of private equity and venture capital. The course is highly practical and
interactive, involving case studies, group work, exercises and presentations.
WhO u Private equity professionals
u Institutional and family office
u Bankers and
corporate financiers
shOuld investors u Corporate M&A teams
aTTend? u Accountants
u Consultants
u Lawyers
u Placement specialists
learning OuTCOmes
Attendees of this 3-day course will gain an understanding of:
u Key tools, concepts u Structuring a transaction u Returns and reporting
and techniques u Adding value to the u Building and managing
u Mechanics of the portfolio company a private equity program
LBO process u Generating deal flow u Relationships with
u The investor/ and identifying deals general partners
management relationship u Different strategies u Limited partnerships and
u Financial and legal u Private equity and venture key terms and conditions
considerations of the buyout capital in the portfolio u Due diligence
abOuT The Trainer
Garry Sharp has 25 years’ experience to the private equity industry. He sold Independent Direction
as a practitioner, consultant and adviser in 2005 to concentrate on training and writing, although he
in the private equity and venture capital continues to work in an advisory capacity in private equity.
markets, and has provided training He is an independent director of a bank owned PE fund in
in the industry since 1990. He joined Mauritius, Executive Editor of the UK Institute of Chartered
independent venture capital company Accountants’ Corporate Finance manual, non-executive
Baronsmead in 1985, becoming a director of a privately owned recruitment company in the
director and shareholder following UK and adviser to a PE fund manager in Cairo.
Baronsmead’s own Management Buy
Out in 1989. During the early 1990’s Garry has delivered private equity and related courses in
the company grew to become one of the UK’s largest Western and Eastern Europe, Dubai, Bahrain, South Africa,
independent private equity firms and was acquired by fund Zimbabwe, Ghana, Nigeria, Zambia and Tanzania. He has
manager Ivory & Sime in 1996. Shortly thereafter Garry left to also had 7 books published on the topics of private equity,
co-found Independent Direction, a specialist consultancy management buy outs and mergers and acquisitions.
A PRIVATE EQUITY INTERNATIONAL TRAINING COURSE
COurse COnTenT
São Paulo 18 – 20 May 2011
DAYS 1 AND 2 – COre FundamenTals Due diligence u Term sheets
u Venture vs buyouts
What is private equity u Weeding out the Skypes from
u Commercial/Strategic
and venture capital? u Management the boo.com
u Legal
The evolution of the u Accounting
Different strategies
asset class to present
Adding value to the u Distressed
u Origins u Real estate and infrastructure
u Types of private equity portfolio company u Cleantech
u Growth and evolution u Mid-market vs mega deals
u Capital and deal flow u Sector expertise
u Mega funds and club deals
u Cost efficiencies
u Operational improvements
The key players u Economies of scale Conclusions and review
and their roles u New markets and products
u Market outlook
u General partners Generating deal flow
u Limited partners
u Placement agents and identifying deals DAY 3 – PrivaTe equiTy and venTure CaPiTal
in The POrTFOliO
u Advisors - legal and financial
u Proprietary deal flow
Asset allocation – Private
u Building sector expertise
The fund cycle u Presenting the PE model to equity and venture capital
entrepreneurs in your portfolio
u Fundraising
u Deal flow u PE and VC vs other asset classes
u Deal selection and execution Legal issues
u Managing the portfolio
u Exits u Key documentation Accessing the market –
u Contracts
GP fundraising, placement
Structuring a deal agents and fund of funds
Venture capital (gate keepers)
u Methods, tools and techniques
u Incentives and motivation u Dot com bust to present day
u Co-investments
u Use of leverage u Financing stages
u Directs
What past delegates say about PEI training courses:
u Secondaries - fund interests vs directs How to be a good LP What a wonderfully
u Valuing positions and making exits –
active portfolio management insightful, timely and
Due diligence
comprehensive course.
How to build and manage u GP level
u Fund level This fundamentals course
a private equity program
was extremely valuable
u Focus/strategy Reporting and what to look with excellent content
out for and instruction.
What to look for in a GP
Fees and carry
u Returns and relationships To book, visit www.
u Managing your GPs
u Analysing fund performance
u Alignment of interests peimedia.com/training
u Communicating with your GPs, or call +44 20 7566 5437
the IR team Advisory boards
supported by:
Liquidity and returns The media and their interest
in PE
u J-Curves
u Returns and cashflow analysis u When deals go wrong
u Secondary markets u Post Walker report
Limited partnerships Exercises – review
agreements / comparing
u Negotiating key terms and conditions
u Management fees and carry
funds and case studies
u Tactics, pitfalls and what to look out for
Current environment –
LP influence, sovereign
wealth funds
The FundamenTals OF PrivaTe
To book, visit equiTy and venTure CaPiTal
www.peimedia. São Paulo 18 – 20 May 2011
com/training Delegate One:
or call +44 20 Pricing Options* Name : Mr/Ms/Mrs
7566 5437 register for an earlybird discount
before 18 april*
Job Title
Email
Delegate TWO:
aBVCaP MEMBERS
One Delegate earlybird PriCe Name : Mr/Ms/Mrs
rR$5,500 r R$5,000* Job Title
TWO Delegates
Email
r R$10,500 r R$9,500*
Three Delegates Delegate Three:
r R$15,500 r R$14,000* Name : Mr/Ms/Mrs
NoN-MEMBERS
One Delegate Job Title
5 easy ways to register rR$6,500
TWO Delegates
r R$6,000* Email
Online www.peimedia.com/training r R$12,500 r R$11,500*
Three Delegates
Phone +44 20 7566 5437 r R$18,500 r R$16,850*
Company name
Fax +44 20 7566 5455 Address
Email kapriel.k@peimedia.com
Post Training Registrations, Please note: Delegates will be charged the course Country Post/Zip code
PEI Media Ltd, fee in uK Pounds at a rate of 1.00 brl = 0.39gbP
Tel
Sycamore House, additional discounts available for group
Sycamore Street, bookings please call Kapriel Kasbarian Fax
on +44 (0) 20 7566 5437
London, EC1Y 0SG, UK Email
Payment
notes: Payment can be made by American Express, Visa, MasterCard or by wire transfer. Full payment must be
• The course fee does not include travel or
accommodation expenses incurred by attendees. received prior to the event. If registering four weeks or less prior to the event, payment must be made by
• Each attendee will receive detailed instructions prior to credit card.
the course listing what if any materials or equipment [such
as a lap top computer] they should bring to the course. r Wire Transfer
By r Credit Card - American Express/Visa/MasterCard
By
• Please read our Terms and Conditions on www.
peimedia.com/training_tcs for such matters as
cancellation and substitution policies. Name on Card Card Number
• A training day runs from 9am to 5pm. Refreshments
and lunch are included in the course fee.
Expiry Date Security code Signature
If you would like to pay by wire transfer, please contact Kapriel Kasbarian on +44 (0) 20 7566 5437,
or email kapriel.k@peimedia.com and he will send you the wire transfer details immediately.
Cancellation Policy
Please read our Terms and Conditions on www.peimedia.com/training_tcs
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