Programme. Monday 6 November. 09:00 Registration. John Handley Course Director. Course assembles and introductory session 09:30

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1 Welcome Pack November 2017

2 Programme Monday 6 November Course Speakers Overview 09:00 Registration 09:30 10:00 John Handley Course Director Vince O Brien Former BVCA Chairman Course assembles and introductory session Industry Overview PE/VC introduction 11:00 Break 11:15 Zoe Clements Palatine 12:15 Lunch Due Diligence Growth and key drivers Focus your diligence Types of diligence Case study 13:15 Zoe Clements Palatine Due Diligence (continued) 14:30 Richard Whitwell LDC 15:00 Break Deal Structuring and Investment Returns Objectives of structuring Risk and return Alternative capital Case study 15:10 Richard Whitwell LDC Deal Structuring and Investment Returns (continued) 16:45 Course closes Networking drinks Dinner at The Berkshire Restaurant, Moor Hall

3 Tuesday 7 November Course Speakers Overview 09:15 Course resumes 09:30 Graham Mold Finance Birmingham 11:00 Break Structuring the Transaction Early Stage Key considerations for early stage investing Enhancing upside/ protecting downside Funding instruments Case studies 11:15 Graham Mold Finance Birmingham Structuring the Transaction Early Stage (continued) 13:00 Lunch 13:45 Mark Freer Business Growth Fund 15:15 Break Structuring the Transaction Growth Capital What is growth capital? Working with entrepreneurs and owner managers Comparison with PE Deal pricing 15:30 Mark Freer Business Growth Fund Structuring the Transaction Growth Capital (continued) 17:30 Course closes 19:00 Networking drinks 19:30 Evita Zanuso Big Society Capital Evening Speaker Impact Investment 20:00 Dinner at The Kings Arms

4 Wednesday 8 November Course Speakers Overview 08:45 Course resumes 09:00 09:45 Alison Hampton HG Capital Rob Knight Silverfleet Capital 11:15 Break Responsible Investment Structuring the Transaction - MBOs What does structuring an MBO deal entail? Case study/ worked example 11:30 Rob Knight Silverfleet Capital Structuring the Transaction MBOs (continued) 13:00 Group photo 13:15 Lunch 14:00 Jon Andrew Inflexion Private Equity 15:30 Break Managing the Portfolio (i) Different approaches Time Management Your role Information flow and reporting The Chairman and CEO 15:45 Jon Andrew Inflexion Private Equity Managing the Portfolio (continued) 17:15 Course closes 19:30 Dinner and Pub Quiz at The Pizza Place

5 Thursday 9 November Course Speakers Overview 08:45 Course resumes 09:00 John Handley Course Director 11:30 Break 11:45 Ken Lindsay Managing the Portfolio (ii) Board performance Non-Executive Directors Case study Restructuring Catalysts for restructuring Understanding banks Security ranking and value breaks When cash is constrained Restructuring options and common scenarios 12:30 Lunch 13:30 Ken Lindsay Restructuring (continued) 15:30 Break 15:45 Matthew Caffrey Livingbridge 17:45 Course closes 19:30 Networking drinks Exits Why are they important? Exit routes and themes The current market - implications Case study 20:00 Dinner and Awards at The Ferry

6 Friday 10 November Course Speakers Overview 09:15 Course resumes 09:30 John Handley Course Director Evaluating Management and Executive Performance 11:30 John Handley Course Director Course summary and Q&A 12:00 Course End

7 Foundation App We invite you to download the BVCA Foundation app. The app works with Android and ios devices and through any web browser. Foundation 6-10 November, Moor Hall Conference Centre Search BVCA and download from your app store Login using your address and the password: bvca2017 Key features: This app will enable you to view to the full delegate list, interactive agenda and speaker profiles, access an online library of course materials, participate in live polls, engage with fellow attendees, view and interact with a real-time feed of all the course activity and navigate the venue. View in web browser:

8 Foundation Daily Schedule

9 Foundation Useful information Information BVCA Contacts Details Rebecca Brown BVCA Main Office British Private Equity & Venture Capital Association Chancery House Chancery Lane London WC2A 1QS Wifi password Username CIM Visitor Password C88KH4M7 (all caps) Moor Hall CPD Accreditation Your room includes Moor Hall facilites Moor Hall Conference Centre Cookham Maidenhead SL6 9QH Accredited for 26 learning hours En-suite bathroom 4 6 Double bed ipod/iphone docking station Rainfall shower Complimentary WIFI 32 TV Tea and coffee making facilities Ironing facilities Hair dryer Onsite parking Lounge bar Restaurant Business suite Gym

10 Venue Map ACCOMODATION BLOCK TRAINING ROOM

11 Venue Map BVCA Booked Rooms Ground Floor First Floor

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13 BVCA Foundation Course: Post Course Survey, November Please enter your details: Name Company 2. How did you hear about the BVCA Foundation Course? BVCA Website Word of Mouth BVCA Search engine Social Media Article 3. Overall, how would you rate BVCA Foundation Course? Excellent Very good Good Poor Very poor Comments:

14 4. Were your learning expectations met? Exceeded Met Partially met Not met at all Comments: 5. How would you rate the course director and materials? Course Director Please give us your feedback on the course speakers: 6. Vince O'Brien 7. Zoe Clements

15 8. Richard Whitwell 9. Graham Mold 10. Mark Freer 11. Evita Zanuso

16 12. Alison Hampton 13. Rob Knight 14. Jon Andrew 15. Ken Lindsay

17 16. Matthew Caffrey 17. How could the delegate experience be improved? 18. Are there any areas of interest that we are not currently covering? 19. Do you have any comments about the location, venue or food? 20. Please rate your experience of the BVCA's involvement in your course (5 being the highest) Organisation Contact/Service Helpfulness Comments: 21. Would you recommend this course to a colleague? Yes No

18 Please note, any comments may be used for promotional purposes If there is any way in which the BVCA can assist you please contact the training team in the first instance. Telephone: