Thursday, June 10, 2010: Main Conference Day 1

8:00 / Registration and Morning Coffee
8:30 / 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 Coffee
8:50 / 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 FIREPOWER
Workshop 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 Coffee
9:00 / 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