IDB Invest's first edition of the Caribbean Impact Manager Masterclass
During 3 dynamic days in Kingston, Jamaica, IDB Invest hosted a premier training designed to equip Fund Managers with the knowledge, tools, and strategies to thrive in today's investment landscape. Over 50 participants representing more than 15 countries from over 30 aspiring managers, institutional investors, accelerators, and regional partners exchanged insights with an amazing group of expert trainers and market practitioners.
This initiative was led by IDB Invest, the private sector arm of the Inter-American Development Bank (IDB).
The masterclass was made possible through the collaboration of ONE Caribbean, a regional program supported by the IDB, IDB Invest, and IDB Lab; CARIBEquity, a facility co-funded by IDB Lab and the European Union; and the support of Angel Ventures.
Agenda
Jamaica IDB Country Office Welcome Message
• Karisa Maia Ribeiro, COO IDB Country Office.
• Ian Mills, ONE Caribbean Coordinator, Inter-American Development Bank.
The Evolution of Private Capital Funds in the Caribbean
• Audrey Richards, Financial Consultant & Founder, Caribbean Alternative Investment Association (CARAIA).
• Christopher Andrew-Marc Brown, Programme Manager for the Boosting Innovation, Growth and Entrepreneurship Ecosystem (BIGEE) at the Development Bank of Jamaica (DBJ).
• Keith Collister, Executive Chairman, ATL Pension Fund.
• Lucas de Beaufort, Principal Investment Officer for the Investment Funds Team, IDB Invest.
Developing an Effective Investment Thesis
• Camilo Kejner, Managing Partner, Angel Ventures.
• Cristian Huertas, Entrepreneur in Residence, former Angel Ventures / Morgana.
• Lucas de Beaufort, Principal Investment Officer for the Investment Funds Team, IDB Invest.
Fundraising
• Camilo Kejner, Managing Partner, Angel Ventures.
• Jamie McInerney, Managing Director, CrossBoundary.
• Lucas de Beaufort, Principal Investment Officer for the Investment Funds Team, IDB Invest.
• Veronica Hildenbrand, Senior Investment Associate, CrossBoundary.
Pipeline Development, Investment Process, Due Diligence and Portfolio Deal Closing
• Amaya Baliño, Head of Fundraising & Legal, Angel Ventures.
• Camilo Kejner, Managing Partner, Angel Ventures.
• Cristian Huertas, Entrepreneur in Residence, former Angel Ventures / Morgana.
• Leo Williams, Managing Director, SEAF.
Storytelling & Deck
• Eduardo Ramos, Head of Innovation, Angel Ventures.
• Martin Soler, Program Director, Angel Ventures.
Fund Structuring, Governance & Legal Documentation
• Ana Estrada, Legal Officer, IDB Invest.
• Chris Burt, Corporate Governance Officer, IDB Invest.
Portfolio Management and Risk Management
• Ariel Amiras, Lead Credit Risk Officer, IDB Invest.
• Kaylan Bartholomew, Credit Risk Consultant, IDB Invest.
Principles of Financial Modeling
• Cristian Huertas, Entrepreneur in Residence, former Angel Ventures / Morgana.
Environmental & Social Management
• Andreas Smith Jørgensen, Environmental and Social Officer specialized in Climate Change, IDB Invest.
• Gerardo Aguilar, Head Climate & Energy, Sygnus Capital.
• Susana Del Granado, E&S Officer, IDB Invest.
Impact Investing & Measurement
• Marielle Del Valle, Senior Development Effectiveness Officer, IDB Invest.
Fund Business Case Exercise
• Lucas de Beaufort, Principal Investment Officer for the Investment Funds Team, IDB Invest.
Valuation, Financial Reporting, and IFRS Accounting
• Ariel Amiras, Lead Credit Risk Officer, IDB Invest.
• Cristian Huertas, Entrepreneur in Residence, former Angel Ventures / Morgana.
IDB Lab & CARIBEquity - Early Investor Toolkit
• Simon Johnson, Private Finance Operations Sr. Specialist, IDB Lab.
Corporate Governance: Fund Governance Approach to Investee Companies
• Amaya Baliño, Head of Legal and ESG, Angel Ventures.
• Chris Burt, Corporate Governance Officer, IDB Invest.
Integrity and Anti-Money Laundering Compliance Programs and Structural Integrity Reviews
• Tadeo Leandro Fernandez, Senior Specialist in Private Sector Integrity at the Office of Institutional Integrity (OII) of the Inter-American Development Bank (IDB).
Talent Management and Women’s Entrepreneurship
• Amaya Baliño, Head of Fundraising & Legal, Angel Ventures.
• Anadeen Nembhard, Head of People, Culture and Talent Management, Sygnus Capital.
• Beris Grey, President & Chief Executive Officer, Sygnus Capital.
• Justine Powell, AVP of Investment Management, Sygnus Capital.
Investor Relations
• Amaya Baliño, Head of Fundraising & Legal, Angel Ventures.
• Lucas de Beaufort, Principal Investment Officer for the Investment Funds Team, IDB Invest.
Closing
• Lucas de Beaufort, Principal Investment Officer for the Investment Funds Team, IDB Invest.