Thursday, June 10, 2010: Main Conference Day 1
8:00 / Registration and Morning Coffee8:30 / Chairperson’s opening remarks
CAPITALIZING ON PRIVATE EQUITY OPPORTUNITIES IN LATIN AMERICA
8:40 / Keynote address: The resurgence of private equity on the world stage
- Why an invigorated private equity industry will emerge from the recession ashes
- Capitalizing on improved credit markets and the new views on debt
- Competing against PE start-ups, diversified hedge funds, and other new players
- Implications of the global private equity market onLatin America
9:10 / Global GP panel session:Making the global case for Latin American private equity deals
- How does PE in Latin America stack up against the rest of the world?
- Comparing post-recession conditions and investment risk between emerging markets
- Developing Latin American industries to strengthen overseas trade and investment.
- Global economy 2015: how will Latin Americafit in?
9:55 / Regional GP panel session: Exciting new prospects in Latin America
- Analyzing the burgeoning capital inflows of Colombia,Peru and Mexico.
- Opportunities in overlooked regions: Chile, Uruguay, Central America, and the Caribbean.
- Pursuing short-term investments in high-risk countries
- Brazil: emerging sectors for investors to get in on the action
10:40 / Speed networking: The revolutionary, exciting, and fast-paced way to meetfellow conference delegates and industry peers in one 40 minute session. These brief meetings are the starting point for conversation and networking throughout the conference. Long-lasting, profitable business relationships begin here.
11:20 / Morning refreshment break
GET THAT MONEY: CAPITAL FUNDRAISING
11:40 / Panel session: Emerging new players in capital campaigns
- Looking abroad atfamily offices, HNWIs, and SWFs from Europe, Asia, and the Middle East
- Multilateral development funds and Latin American grassroots projects
- Securing capital from newly active local family offices and pension funds
- Pending and potential regulatory changes that can further broaden fundraising market
12:20 / Panel session: Making the best impression: marketing your services to LPs
- Standing out from the crowd and differentiating yourself in a highly competitive market to secure funds
- Convincing LPs that your firm brings the best value for their investments
- Established companies vs. PE start-ups: leveraging experience, track record, networks
- The role of entrepreneurial spirit and innovative investment strategies in pitches
1:00 / Networking luncheon
PROSPECTING PORTFOLIOS: IDENTIFYING THE BEST INVESTMENTS
2:15 / Panel session:Maximizing ROI in your Latin American portfolio
- Financial prospects in early stage ventures: fools gold orfertile territory?
- Industries across countries that are ripe for consolidation
- Large cap private equity buyouts: how long until these take place in Latin America?
- Overlooked distressed assets with the potential for exceptional financial returns
3:00 / Reserved
3:40 / Afternoon refreshment break
LUCRATIVE EXIT STRATEGIES
4:10 / Panel session: Extending investor agreements
- Negotiating investor agreements when an additional year can add incredible value
- Determining how GPs and LPs can benefit from agreement extensions
- Evaluating current and potential market conditions
- Seeking suitors in preparation for M&A or purchase by another PE firm
4:50 / Panel session: Evolving approaches to exiting Latin American investments
- IPOs as an exit mechanism in nations with maturing capital markets
- Evaluating proper share offering, executing IPOs in a foreign market
- Strategic buyers: what do they look for?
- Sales to other PE firms: greater fool theory.
- Determining whether to maintain minority stakes in exits
5:30 / Conclusion of Day 1
Friday, June 11, 2010: Main Conference Day 2
8:15 / Registration and Morning Coffee8:50 / Chairperson’s opening remarks
EXPANDING YOUR LATIN AMERICAN MARKET SHARE
9:00 / Panel session:Evolving role of venture capital investments in Latin America
- Venture capital and its growing presence in the region
- Incorporating venture capital in strengthening the Latin American tech sector
- Applying the VC model to other sectors in the region
- Determining level of oversight and involvement with portfolio companies.
9:40 / Presentation: Evaluating your local presence in managing portfolio companies
- Determining whether your company should expand its operations
- Analyzing short and long-term Latin America goals in expansion tactics
- Seeking new partnerships to facilitate greater Latin American investments
- Setting up local branches to monitor investment growth
10:10 / Case study panel: IBM’s innovative non-equity VC model and Latin America
- How IBM’s unique VC model is expanding the Latin American tech sector
- Forming strategic partnerships with PE/VC firms, providing IBM’s resources in strengthening VC investments with long-run goal of IBM fully acquiring investment
- Incorporating stronger due diligence and advanced risk management
- Applicability of IBM VC model to other industries and corporations
10:50 / Morning refreshment break
PROMISINGSECTORS
11:20 / Panel session: Emerging sector trends
- Analyzing the developing trends in Latin American businesses
- Looking at which sectors are undervalued and overvalued
- Emerging new, previously under-explored sectors
- Five year outlook: which sectors will provide the most attractive opportunities in Latin America?
12:00 / Sector roundtables: Focus groups on prospective Latin American sectors
- Clean energy
- Oil and gas
- Infrastructure
- Real Estate
- Food and Agriculture
- Internet and New Media
- Information Technology and Software
- Telecommunications
12:40 / Networking luncheon
FOCUS ON FINANCING AND VALUATION
1:55 / Panel session: Ensuring fair and proper valuation for your investments
- Properly valuing your entry price based on due diligence and market conditions
- Factoring in holding period in return calculations.
- Currency hedging strategies to minimize impact of exchange rate fluctuations
- Negotiation tactics to lock down acquisition price that maximizes ROI
2:35 / Reserved
3:15 / Afternoon refreshment break
3:40 / Panel session: Innovative financing strategies
- Incorporating alternative financing methods (hedge funds as financers, mezzanine)
- Capitalizing on historically low local interest rates and loosening credit markets
- Government agencies and other sources to secure purchase financing
- The emerging role of debt in private equity investments throughout Latin America
- Will leverage be utilized in future deals?
MAXIMIZING PORTFOLIO VALUE
4:20 / Panel session: Strengthening business operations in your portfolio companies
- Providing strategic direction and resources to foster growth
- Evaluating appropriate leadership to push business forward
- Incorporating best practices and implementing new technology to enhance growth
- Family-owned businesses: how to best establish governance practices
5:00 / Conclusion of Day 2
Wednesday, June 9, 2010: GP-Focused Pre-Conference Workshop
BOOSTING YOUR FUNDRAISING FIREPOWERWorkshop Agenda:
- Strengthening your capital campaigns to achieve fundraising goals
- Seeking new regional and global sources, pursuing LPs with matching sector interests
- Making the best case for your firm’s business and securing funding agreements
- Maintaining communication and building long-term business relationships
Wednesday, June 9, 2010: LP-Focused Pre-Conference Workshop
8:15 / Registration and Morning Coffee9:00 / Chairperson’s opening remarks
LP OUTLOOK
9:10 / Keynote address: Private equity in the post-recession LP portfolio
- Pursuing new investments after reallocating assets
- Latin American private equity: what looks the most promising?
- Capitalizing on a down economy to obtain the best deals
9:45 / Panel session: Rebalancing your portfolio to capitalize on emerging PE prospects
- Evaluating portfolio assets and deciding which to maintain or sell
- Determining how much to allocate to new PE investments
- Why Latin America looks the most promising compared to other developing regions
10:30 / Morning refreshment break
DETERMINING OPTIMAL INVESTMENT STRATEGIES
11:00 / Panel session: Gauging risks and returns in the Latin American markets
- Analyzing market trends in Latin American businesses
- Examining short and long term investment prospects
- Navigating political risks
- Determining investments in country funds, sector funds, regional funds
11:45 / Panel session: Overview of Latin American business prospects
- Why Latin America? Why now?
- Booming sectors and burgeoning national economies
- Recent regulatory changes that can impact domestic and foreign investment
- Investment overflow – can continued success improve the performance of all nations?
12:30 / Networking luncheon
SEEKING THE BEST IN GP TALENT AND PERFORMANCE
1:45 / Panel session: Evaluating emerging managers
- Determining which start-up managers can bring you the best returns
- Looking at previous work experience, entrepreneurial ambition, professional network
- Matching firm investment philosophy with fund investment strategies
2:30 / Panel session: Best GP-LP communication practices
- Keeping each other informed on business developments
- Striking the right balance of providing updates on investments
- Understanding the evolving expectations of portfolio performance
3:15 / Afternoon refreshment break
EXITING INVESTMENTS
3:35 / Panel session: Capitalizing on diverse exit opportunities
- Negotiating extension agreements on fund commitments for greater returns
- Pursuing secondary opportunities
- Evaluating current and potential market conditions for these options
4:15 / Conclusion of Day 2