Investor Relations & Fundraising for Private Equity
  • Introduction
  • Agenda
  • Experts
  • Venue
  • Partners
  • Registration

Programme Instructor:

Anne-Maree Byworth
Founder & Managing Director, Watledge Consulting Limited, UK.

Anne-Maree Byworth manages a private equity advisory firm that advises clients who are active in newer private equity markets, particularly in Asia and Africa. She was Director of Private Equity at CDC Group plc, the fund of funds business owned by the British Government that invests in the developing economies of Africa, Asia and Latin America. There, she chaired CDC’s investment committee and coordinated the firm’s private equity fund investment activity across the globe. During her 25-year career as a private equity fund manager, Anne has made fund investments on behalf of a variety of institutions, including an insurance company, a pension fund, an investment advisory firm, a fund of funds and a development finance institution.

Programme Overview
The investor relations function in today's private equity firm is an extremely multifaceted one with IR professionals often having to act as figurehead, fundraiser, relationship manager, negotiator, communicator and analyst all at the same time.  Indeed, the ability to attract, meet the needs of and retain investors is of such driving importance that many Managing Partners continue to spearhead their firm’s activities in this area.  

VCCircle Network’s Investor Relations & Fundraising for Private Equity training course covers all of the many components of successful investor relations and communication. Participants will gain an invaluable toolkit of skills and techniques that they can immediately put into practice to manage the needs of both investors and internal stakeholders alike. These will include:

• Understanding how your firm is positioned and how your offering is differentiated – and then communicating this to stakeholders.
• Understanding the fundamentals of successful fundraising, including selection of a placement agent, setting fund targets, meeting due diligence requirements and diversifying your investor base
• Preparing world class fund raising documentation and interim investor updates between fund raising rounds - what to include and how to present information
• Understanding what drives the investment decisions of different types of investors
• Attracting and retaining a long-term and balanced investor base.
• Recognizing all the key stakeholders and the information flow between them.
• Successfully acting as a conduit between LPs and deal teams.
• Adhering to communications best practice and disclosure requirements.
• Getting your core messages across during annual meetings, advisory committee meetings, and one-to-one investor meetings.

Who should attend?
This comprehensive training course is aimed at partner-level executives and investor relations professionals with sufficient authority within their firms to drive the investor relations, communications and fund raising function.

Learning Methodology
The trainer will conduct a highly interactive series of 90 - 120 minute sessions, with presentations and practical advice supported by in-depth discussions, group exercises and case studies. The course is designed to ensure that participants are fully equipped to fulfil their responsibilities. Throughout the two-day course, the trainer will share her unique insights about the differing mandates and due diligence, monitoring and general communications requirements of institutional investors, and suggest ways for you to address both individual and broader investor needs in an efficient, effective and comprehensive manner.  

Furthermore, having reviewed the fund offerings and attended the presentations and meetings of scores of General Partners from around the world, she will draw upon real life examples of communications best practice to provide participants with the building blocks to implement a world class investor relations function within their own firms.

The evolution of the IR role
  •  Why the role is now indispensable
  •  Always in pre-marketing mode
  •  Communication as a differentiator
  •  What skills & qualifications does the role require

What makes good IR?
  •  Ability to discern a firm's key differentiators and communicate them effectively
  •  Being able to react to the needs of your investor base accurately and in a timely manner
  •  Thought leadership – current themes and challenges

Key concerns and worries of:
  •  Limited partners
  •  Prospective investors
  •  Deal professionals
  •  Gatekeepers
  •  Fund of funds
  •  Placement agents
  •  The press

Relationship Management
  •  Acting as conduit between LPs and deal teams
  •  Attracting and retaining investors
  •  Knowledge of portfolio investments

Fundraising
  •  Choosing & working with placement agents
  •  Setting fund targets and hard cap
  •  Meeting due diligence requirements
  •  Key fund terms
  •  Presentations – key messages
  •  Diversifying the investor base
  •  Post-fundraising
  •  The next fund

Meeting requirements
  •  Annual meetings
  •  Advisory committees
  •  Ad hoc
  •  Preparation and team input

Communication and information requirements
  •  Best practices
  •  Disclosure requirements
  •  Maintaining a balance
  •  It’s a people business

LP Reporting
  •  Interpreting and understanding the results
  •  Systems and reporting – options & format
  •  Need for transparency, quality, timing

Key concerns and worries of
  •  GPs
  •  LPs

Managing in-house relationships
  •  Building credibility within the investment team
  •  Ensuring everyone stays on message

When things go wrong
  •  Damage limitation and managing bad news.
  •  Talking about poor deal outcomes
  •  Managing sales of secondary interests

Presentation / communication methodologies
  •  Setting the context
  •  Laying out the competitive landscape
  •  Demonstrating that your investment strategy meets the needs of the market
  •  Core performance concepts - IRR, multiples etc
  •  Track record modelling and presentation of data
  •  J-Curves, returns and cashflow analysis
  •  Demonstrating that the team is fit for task
  •  Process mapping
  •  Risk management through portfolio construction and deal structuring
  •  Addressing ESG Concerns
  •  Key fund terms

Exercises, scenarios

Anne Maree Byworth Anne Maree Byworth Founder & Managing Director, Watledge Consulting Limited
Connect via  
 

Grand Copthorne Waterfront Hotel Singapore
392 Havelock Road Singapore 169663
T. +65 6733 0880
F. +65 6737 8880

In case of queries, please email us at training@vccircle.com


Industry Partner

Singapore Venture Capital & Private Equity Association

The Singapore Venture Capital & Private Equity Association (SVCA) was formed in 1992 to promote the development of the venture capital (VC) and private equity (PE) industry.

Our Mission is to foster greater understanding of the importance of venture capital and private equity to the economy in support of entrepreneurship and innovation and to look after the interests of our members.

The association strives to promote the professional development of the industry as well as facilitate interaction and collaboration among its members. The association also acts as a platform for dialogue on regulatory and policy issues pertaining to VC and PE and builds linkages to centres of VC and PE activities in the region.

Industry Partner

 Malaysian Venture Capital and Private Equity Association (MVCA)

The Malaysian Venture Capital and Private Equity Association (MVCA) was formed in 1995. The organisation comprises leading and active players in the venture capital and private equity industry. Its mission is to promote and develop the venture capital and private equity industry in Malaysia, and advocates policies that enhance the environment for venture capital and private equity activities. It also serves as the authorised platform for members to express their views to policy makers in resolving issues and removing obstacles that impede the growth of the venture capital and private equity industry.

Social Media Partner

GEPIndonesia

Global Entrepreneurship Program Indonesia (GEPI) was formally established in January 2011 by a group of 13 prominent business leaders in Indonesia. GEPI is also part of a wider global initiative called the Global Entrepreneurship Program (GEP), which grew from an initiative of President Obama and former Secretary of State, Hillary Rodham Clinton. GEPI's vision is to improve Indonesia's economic development and social welfare through entrepreneurship. GEPI plans to achieve this vision by identifying, training and inspiring, connecting and sustaining, guiding to capital, advocating, and celebrating success.

GEPI has two main programs, Ciputra GEPI Incubator (CGI) and Angel Investment Network Indonesia (ANGIN). CGI, through its incubation program, provides a 6-month mentorship from seasoned entrepreneurs. At the end of the 6th month, startups are given the chance to pitch their ideas to investors. CGI also encourages engagement in the startup ecosystem by providing a coworking space and holding entrepreneurial events for startup enthusiasts. ANGIN focuses on growing early-stage startups through funding and mentoring. ANGIN connects early-stage startups with Indonesia's successful business leaders who are integrated in ANGIN's angel investor network.

Standard Fee: USD 2250 per Participant

Early Bird Discount (Individual):

20% Discount till 26th February '16 i.e. USD 1800 per Participant

10% Discount from 27th February till 10th March '16 i.e. USD 2025 per Participant

Access VCCircle Premium + WSJ.com

*25% Group discount for three or more Participants i.e. USD 1687 per Participant

 

For more queries speak to Anand on 91-120-4171111 / 91- 9868806791 or write at training@vccircle.com  

 1) Online registration: Click Here
 2) Offline registration through cheque/DD  |  Download offline registration form: Click Here

Cheque/DD to be made in favor of: Mosaic Media Ventures Pvt Ltd (payable in New Delhi to:

Mosaic Media Ventures Pvt. Ltd.
A-83, Ground Floor,
Sector -2, Noida - 201301, Uttar Pradesh, India

Please attach a note with details of the cheque.
Name of the delegate(s), Organization, Designation, Address, Contact No., E-mail ID

You can also directly deposit cash, submit cheque or transfer online to our ICICI Bank a/c:
Account Name: Mosaic Media Ventures Pvt. Ltd.
Account No: 629705014337
Branch Name: Mayur Vihar - Phase 1, Delhi, India
IFSC Code: ICIC0006297

Refund and Substitution Policy (Differ from one programme to other, please read carefully):

No refunds will be granted for cancellations made within 7 days of the workshop. Those delegates who have confirmed and do not attend, are liable to pay the full course fee and no refunds will be granted.
Cancellation fee of 50% will be applicable 15 days prior to the workshop.
Cancellation fee of 25% will be applicable up to 21 days prior to the workshop.
Participants can cancel their registration 30 days prior to the event for a full refund.
Substitutions within a company are permitted through the workshop/training date, request must be by email to 
training@vccircle.com
Company reserves the right to amend content, expert, venue & date(s) of the workshop
Participants will be refunded the registration fee in full in case the workshop gets cancelled.
Company assumes no liability for any costs including transportation, hotel reservations or any other costs incurred by participants in the event of cancellation