Value creation for private equity and investors
DAY 1: TUESDAY JUNE 19TH
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| 8am | Breakfast and registration | ||
| 8.50am | Chairman’s opening remarks | ||
PE OUTLOOK IN LATIN AMERICA | |||
| 9am | Keynote address: Latin America’s window of opportunity – are you too late for the party? | ||
| 9.30am |
Panel session: Why should International LPs choose Latin America vs other emerging markets? Analyzing investment conditions and risks Javier EscorriolaJavier Escorriola has over 15 years experience in private equity and project finance of which 10 years were with Actis Capital (previously CDC Capital Partners.) and since January 2007 as Regional Director of Latin America for Norfund. As part of ... more.. Rodney LakeMr. Rodney Lake is a Senior Investment Officer in The George Washington University's (GW) Investment Office. The office is responsible for managing the University's $1.2 billion endowment fund. Mr. Lake's responsibilities include identifying... more.. Sir Mark HaukohlSir Mark Fehrs Haukohl is President of The Vero Group, a multinational family investment office based in Houston, Texas. He was previously Managing Director of Salomon Smith Barney in New York, a division of Citigroup, Inc. Prior to Salomon Smith... more..
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| 10.10am |
Panel session: How can local LPs achieve portfolio diversification in Latin America and compare funds, direct investments and co-investments Mr. Mauricio da Rocha WanderleyMaurício da Rocha Wanderley CIO of the Fundação Vale do Rio Doce de Seguridade Social-VALIA (CVRD’S Pension Fund) with U$ 7,8 billion in assets under management. Graduated in Economics at UERJ – Universidade do Estado do Rio de Janeiro and MBA in... more.. Jorge EspadaSenior professional with significant expertise in asset management. 19 of hands-on experience in pension fund and mutual fund businesses management across Latin America. Direct responsibility for risk management decisions for over 6.0 USD billion in ... more.. Sebastian GrayPortfolio manager with 8 years of investment and finance experience working in Australia and Latin America. I am currently responsible for the alternatives investment portfolio of AFP Integra and also participate as member of the investment... more.. Patricia QueirozPatrícia Queiroz is a Research Supervisor, responsible for Investment Strategy, at Real Grandeza – Fundação de Previdência e Assistência Social, the pension fund for Eletrobras Furnas and Eletrobras Eletronuclear employees and one of the largest... more.. Chris BruneauPrior to 57 Stars, Mr. Bruneau was a Director at the J.E. Robert Company, where he was responsible for originating, underwriting, negotiating and closing investments in Latin America for the JER Latin America Fund I, L.P. Mr. Bruneau joined JER in... more..
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| 11.30am | Morning networking break | ||
LP PERSPECTIVE: FINDING THE RIGHT PARTNERSHIPS | |||
| 11.50am |
Panel session: Looking beyond track record in identifying top GPs – due diligence, experience, fees and focus Christina KappazChristina Kappaz joined Cimarron Capital Partners in 2009 to lead the firm’s business development in Latin America. Cimarron is a private equity asset manager that provides investors with a full range of services from conducting due diligence on an ... more.. Jose RemyJose Remy is a Director of Guggenheim Partners. Mr. Remy is currently in charge of maintaining relationships with ultra-high net worth clients at Guggenheim. Mr. Remy has also been involved with the Investment Management process at Guggenheim... more.. Javier Freyre TrivelliBachiller en Administración de Empresas con Master en Administración de Empresas (MBA) de la University of North Carolina at Chapel Hill. Cuenta con más de 14 años de experiencia en temas de banca de inversión, financiamientos, inversiones, mercado... more.. Mr Ken SpringerMr. Springer is President and founder of Corporate Resolutions Inc. and co‐author of Digging for Disclosure: Tactics for Protecting Your Firm’s Assets from Swindlers, Scammers and Imposters. Springer, a Certified Fraud Examiner, was a former special ... more.. Francisco ArboledaFrancisco Arboleda joined HarbourVest in 2011 as a vice president to focus on partnership and direct investments in Latin America and to expand HarbourVest's local presence in Latin America. He joined HarbourVest from Porvenir (the largest pension... more.. John HaggertyMr. Haggerty has been in the financial services industry since 1993, joined Meketa Investment Group in 1996 and carries consulting, management, and research responsibilities. He chairs the firm's Private Markets Investment Committee (PMIC) which has ... more..
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| 12.30pm |
Q&A Session: Family office and UHNW fundraising - how to attract Latin America’s wealthy individuals looking to allocate into PE? Mr David McCombie IIIDavid McCombie is Founder and President of McCombie Group, LLC—An innovative advisory firm providing family offices and investors with on-demand analytical/operational support across their direct private equity investments. As an outsourced analyst... more.. Alexandra AguirreAlexandra's practice focuses primarily on the areas of mergers and acquisitions, domestic and international corporate transactions, corporate finance, and debt and equity private placements throughout Latin America with a specific focus on Mexico... more.. | ||
| 1pm | Networking lunch | ||
INVESTMENT VEHICLES | |||
| 2.30pm |
How investment decisions are made in Latin America PE & how they fit into a global portfolio?
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| 3pm |
Panel session: Finding the right fund structure to enter Latin America – country specific vs. pan-regional vs. global Mr Matthew ColeMatthew E. Cole is a Managing Partner of North Bay Equity Partners, a private equity firm focused on Latin America. Matt has more than 20 years of investment banking and private equity experience in Latin America, having also served as a Principal... more.. Richard FrankMr. Frank joined Darby in 2007 and is responsible for the day-to-day management of Darby’s Latin America Mezzanine Fund I and II (DLAMF I and II). He serves as Investment Committee member for DLAMF II and he was a member of the Board of two of... more.. Alvaro GonzalezAlvaro Gonzalez is an Investment Director & Responsible for Latin America Investment Activities of Altamar Capital Privado. He is part of the Investments & Fund Analysis Department since the firm´s inception in 2004. During the past 6 years, he was... more..
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| 3.40pm | Afternoon networking break | ||
| 3.40pm | End of conference day 1 followed by cocktail reception | ||
BEYOND THE IPO: NEW EXIT STRATEGIES | |||
| 4pm |
Choosing the right vehicle to exit: how can investors capitalize on the rapid development of the secondary market in LatAm?
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| 4.30pm |
Panel session: Aligning investee and investor interests - how to create operational efficiency and build value towards exits? Mark LopezMark A. Lopez has advised multinational clients in connection with domestic and cross-border mergers and acquisitions, public and private securities offerings, corporate financings, joint ventures and all types of general contractual matters... more.. Javier LedesmaJavier is a Principal at the firm. He joined Graycliff’s predecessor firm, HSBC Capital in May 2007 to launch HSBC's Private Equity program in Latin America and currently manages its Spanish Latin America investment portfolio. Javier represents HSBC ... more.. Maninder SalujaManinder Saluja co-manages the emerging markets private equity program at Quilvest, a global institution that primarily manages the investments for one large family group as well as third party investors. Mani is involved in both the fund and... more.. Mr Manuel BentosinosManuel Bentosinos is a Regional Director at Merrill Corporation, managing DataSite in Mexico, Central America, the Caribbean and Colombia. Born in Spain, he moved to Mexico in 2000 to start up and manage Soluziona Telecomunicaciones, a services... more.. | ||
| 5.10pm |
“Shark Tank” Emerging Fund Managers ShowcaseEach fund manager will have a 5 minute opportunity to provide background and insight into their fund/allocation strategy in front of the leading LPs and GPs in the region and abroad. After the allotted time space, a panel of industry, buy-side experts will ask a question regarding the fund’s investment strategy. | ||
| 5.40pm | End of conference day followed by a rooftop cocktail reception at the Raleigh Hotel, sponsored by Brilla Group |
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