ANDE Investment Manager Training
November 30th to December 4th, 2015
São Paulo, Brazil
The ANDE Investment Manager Training is an intensive five-day course that covers all aspects of investing in SGBs – from deal sourcing and due diligence to exit strategies. The course will focus on deals across Latin America, with reference to global case studies in different areas of expertise.
This course covers the entire investment process, from deal sourcing to due diligence, and everything in between. It is based largely on actual deals made by ANDE members and is designed to be highly interactive and participatory. It will also focus on the social and environmental impact of investing at this level, and how that affects the investment process. This is the only course of its kind that focuses on both investing in emerging and developing markets and impact investing. If you are interested in gaining additional knowledge on investing in early stage deals in emerging markets from some of the leaders in the field, then this is the course for you.
Who Should Attend: The training is primarily targeted at those who are directly responsible for investment and portfolio management or capacity development providers who work closely with investment managers and/or with entrepreneurs seeking investment. Participants should be mid-level and have a good understanding of basic financial and accounting concepts, including internal rates of return and discounted cash flows.
Cost to Participate: The participation fee will cover the five days of training, breaks, lunches, site visit and all course materials. Participants are responsible for their own travel, lodging, breakfast, and dinner. You will be asked for credit card information in order to complete your registration. If you would like to pay by electronic funds transfer, please contact Rebeca Rocha.
Please note, registration is non-refundable.
Special rates until October 31st:
We have hosted an introductory webinar to the IMT Brazil Edition where John Kohler answered questions from potential participants. You can listen to it here.
ANDE members: US$ 1200 (after October 31st: US$ 1500)
Non-ANDE members: US$ 1600 (after October 31st: US$ 2000)
If you have any questions, please contact Rebeca Rocha or Ana Celina Belotti.
This is the draft agenda for the training:
About the Instructors
Executive Fellow - Center for Science, Technology and Society, Santa Clara University and Co-founder - Toniic
For the past several years, John has been Director of Impact Capital at Santa Clara’s Miller Center for Social Entrepreneurship and has also been a mentor to social entrepreneurs at the Global Social Benefit Accelerator.
In 2011 he authored a report on impact investing entitled Coordinating Impact Capital: a New Approach to Investing in Small and Growing Businesses and recently co-authored a chapter on equity investing in New Frontiers of Philanthropy (Oxford Press-2014).
He is now pioneering a new investment vehicle – the Demand Dividend - that presents investors with a ‘structured exit’ alternative to equity. In addition, he is co-founder and Director of Toniic, a syndication network of impact investors.
John manages investments through Redleaf Venture Management, a venture capital operating company founded in 1993. John's earlier background includes twenty years of executive level positions at Hewlett Packard, Silicon Graphics, Convergent Technologies and Unisys. He was one of the founding executives at Netscape Communications. He led investments at AdRelevance (JMXI), Mosaic Communications (TWX), NetGravity (DCLK), RedCreek Communications (SNWL), and Wireless Online.
John serves as a board member at PACT, an NGO based in Washington D.C. He received his bachelor’s degree concentrating in international economics from UCLA and completed executive programs at Wharton and Stanford business schools. Over the last 15 years, he was a managing member of the UCLA Venture Capital Fund and still serves on the UCLA Sciences Board of Visitors. Other recent advisory committees include the World Economic Forum, and HUB Ventures.
He is a nationally accredited soccer coach, an avid skier and sailor.
Pamela Roussos, Senior Director, GSBI (Global Social Benefit Institute), housed at Miller Center for Social Entrepreneurship based at Santa Clara University, joined after having mentored for the GSBI for 5 years. Prior to leading the GSBI she has worked with and for early stage software companies as a business and marketing strategy leader, helping founders create, refine, and execute their business strategy and go-to-market plans. She has over 20 years of experience growing teams and delivering products for both large and start-up software companies, working in various managerial capacities as business unit manager, vice president of marketing, COO and CEO. Some of the companies Pamela has worked with include: Amdahl, Pure Software, Rational Software, Consera, Zend, and AppFirst. She also serves on the board of Pact, an international NGO that benefits communities by promoting healthy lifestyles, decent livelihoods, and sustainable natural resources. Pamela also serves as board chair for Livelyhoods, an organization that creates jobs for youth and women in slums.
With over 20 years of experience, Daniel has been working with social impact businesses since 2007, when he was an entrepreneur at Johnson & Johnson Brazil. He is the co-founder of Vox Capital and has been the executive director since 2009. With the goal of supporting the impact sector, Daniel helped launch ANDE's Brazil Chapter in 2012.
Marcus holds an MBA from Wharton and has 25 years of experience in investment banking and private equity in Brazil and the United States. He is a Founding Partner at FIR Capital, a private equity firm. Marcus was the president of the Brazilian Private Equity and Venture Capital Association (ABVCAP) from 2006-2008.