Masterclass facilitated by:

Seth Freeman Chief Executive Officer EM Capital Management

Masterclass commences

Led by one of the world’s foremost experts on emerging market cross border relations and advisory, Mr. Seth Freeman, Chief Executive Officer of EM Capital Management. This interactive masterclass will examine successful market entry strategies for both domestic and international companies and fund managers looking to launch a competitive fund in India. Set in an interactive format, the workshop will identify key strategies for success in both entering and launching a fund product in India.

In particular the masterclass will focus on:

• Assessing the preliminary stages of entering a new market
• Building a checkpoint list What are the key criteria for managers to be aware of when entering a new market?
• Why is having a local partner so essential to the success of developing and marketing your fund and how do you identify the right local partner?
• Exploring the cross-cultural negotiation and local business practices skills necessary to succeed
• To JV or not JV? Examining the regulatory requirements for a joint venture
• What legal considerations are necessary?
• Understanding what tax implications are possible and how to structure your business accordingly
• Developing the right products for the India
• Finding the right distribution channels to market your fund
• What other tips can be shared for successfully establishing a fund?

Case study I:

• Assessing how and why a good deal has turned out to be successful
• Examining common examples of a good deals and partnerships
• Understanding how to build upon a successful partnership and grow your business

Case study II:

• What to do when a partnership goes wrong
• Examining common examples of a deal gone wrong
• How should you respond? Some prescriptive and ideas on how to mitigate, restructure and turn around a troubled situation

About the Masterclass leader

Seth R. Freeman, is the Chief Executive Officer and Chief Investment Officer of EM Capital Management, LLC (www.emcapitalmanagement.com). EM Capital Management is a U.S. SEC registered investment advisor under the 40 Act and the sponsor and manager of emerging markets funds with innovative India-dedicated strategies. He is a founder and Co-Portfolio Manager of the EM Capital India Gateway Fund, a U.S. SEC registered India-focused mutual fund and several India-dedicated private off-shore and U.S. funds including the EM Capital S&P ESG India Index Fund, one of the first India-dedicated socially responsible investing funds. Mr. Freeman has over 22 years experience as a financial advisor, investor and senior executive of startup, high-growth, troubled and under-performing companies, real estate and distressed assets across a variety of industries. He earned an International MBA from Thunderbird and is a Certified Insolvency and Restructuring Advisor. In India, Mr. Freeman features on NDTV Profit, CNBC TV-18 India and Bloomberg Asia. He has authored several articles and has been quoted in various publications including, the Journal of Corporate Renewal, Asset Based Finance Journal, Wharton Private Equity Review (“China or India: Which Is the Better Long-term Investment for Private Equity Firms?”), Latin Finance and the San Francisco Chronicle.

Mr. Freeman regularly conducts master-classes in Asia and the Middle East on international fund management business strategies, emerging markets asset management company start-ups and launching new emerging markets funds, with particular expertise in India. He provides valuable, actionable insights from his experience as a co-founder of an emerging markets funds management company and a hands-on operator across a full range of both critical strategic and practical fund structuring, investment implementation and business structure issues. He is a frequent speaker, moderator or chair of emerging markets focused investment conferences around the world and at leading MBA programs such as Wharton, Columbia, Georgetown, UC Berkeley Haas and Thunderbird.

EM Capital Management, Inc. is a San Francisco and New Delhi based global fund management and strategic financial advisory group regulated by the U.S. SEC co-founded by Dhruba Gupta, the former Deputy Treasurer of the International Monetary Fund and Mr. Freeman. Mr. G.N. Bajpai, formerly the Chairman of the Securities and Exchange Board of India (SEBI) is a Senior Advisor of EM Capital Management. EM Capital Management sponsors and manages India-focused, emerging markets and frontier markets funds and customized portfolios for high net worth individuals, institutions, endowments, foundations and funds of funds, including listed securities, private equity and distressed assets. EM Capital Management is an innovative creator of values-based emerging markets investment products that incorporate socially responsible investing (SRI) and broader principles of environmental, social and corporate governance (“ESG”). On a select basis, EM Capital Management founders and Senior Advisors provide tailored consulting services to CEO’s and Boards of global business organizations and investment companies seeking emerging markets strategic and investment implementation advice. EM Capital Partners is an international management consulting, emerging markets cross-border restructuring advisor, turnaround manager and fiduciary serving individual investors, funds, financial institutions, trustees, boards, creditors and creditor committees, multinational corporations and central banks with expertise in Asia, Emerging Europe and Latin America. Mr. Freeman may be contacted at seth.freeman@emcapitalmanagement.com.