MasterClass^TM

Partial List of
Past Attendees

Advent International

Atlantic Street Capital

AXA Private Equity USA

Chart Group LP

Clearlake Capital Group

Cleary Gottlieb Steen & Hamilton LLP

Cogent Partners LP

Constitution Capital

Corinthian Capital Group

Court Square Capital

Dewey & LeBoeuf LLP

Edelman Public Relations Worldwide Inc.

Fried Frank Harris Shriver & Jacobson LLP

GE Asset Management

GI Partners LLP

Glenmede Trust Co. NA

Global Infrastructure Partners

Golden Gate Capital

GoldenTree InSite

Gulf Capital

Halyard Capital

Ineo Capital LLC

IntraLinks Inc.

IREO / India Equity Partners

Juniper Capital Group

Kirby Capital Advisors

Latham & Watkins LLP

Morgan Stanley Alternative Investment

Needham & Co. LLC

Nottingham Capital

Park Hill Group LLC

Paul Capital Investments

PCG Asset Management

Permit Capital LLC

Pomona Capital LP

Preqin Ltd.

Pricewaterhouse

Probitas Partners Inc.

Process Management Group LLC

Proskauer Rose LLP

Quad Partners LLC

Rho Capital Partners Inc.

Riverside Co.

Rumson Consulting

Safeguard Scientifics

Technology Crossover Ventures LP

Supporting Organizations

Research Partners

Media Partners

Clear the date September 30 on your calendar!

CLICK HERE now to register before it's too late!

All-NEW Content!

Encore MasterClass™

On Managing RelationshipsWith Limited Partners

For Middle-Market Private Equity & Mezz Firms

Private Equity Investor Relations --
Actionable Tactics You Need to Use in 2011
To Keep Your LPs Interested

  Attendance Is Limited!

  CLICK HERE to Register Now

CO-CHAIRED BY

B. Martha Cassidy, Director

Capital Dynamics Inc., New York City

&

Kate Goodall, Investor Relations Manager
SVG Advisers Ltd., London
 

Featuring 20 Expert Speakers

• Beverly A. Berman, Thomas H. Lee Partners LP
• Allison C. Cole, CCMP Capital Advisors LLC
• Thaddeus I. Gray, Abbott Capital Management LLC
• Michele G. Kinner, Quilvest USA Inc.
• David Lawrence, Preqin Inc.
• Thomas K. Lynch, Cliffwater LLC
• Dale J. Meyer, KRG Capital Partners LLC
• Amy Richards, BC Partners Inc.
• Jennifer Cho Rinehart, MVision Private Equity Advisers USA LLC

Click Here to Register >>   Purchase Audio Package >>

 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY CONFERENCE

Thursday, September 30, 2010

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,

& Other Advisors Who Support Them

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

The easiest investor to get is the one you already have -- and in today’s difficult environment keeping your investors happy is just plain good business.   

Above and beyond returns, LPs gauge their relationship with you on clear communication, personal attention, and absolute transparency.

While they’re maintaining their faith in private equity, they want you to be responsive -- and they’re not going to be patient. A recent survey notes that almost half of North American LPs plan to reduce their number of GP relationships over the next couple of years. And over 30% of LPs think the majority of GPs lack the requisite operational know-how.  

What’s more, now they want you to be socially responsible as well. The UN-backed Principles for Responsible Investment are quickly gaining traction in the private equity community -- at home and abroad, and with both middle-market and large PE firms.

So you have decisions ahead whether or not to be a signatory, and how to answer LPs who expect your adherence -- and who will be able to force you to sell a portfolio company that’s in breach of these principles.

And while it’s a given that you have to communicate frequently with your investors, the communication styles you use can make a major difference between satisfaction and aggravation. Chief among the possibilities is whether you’re providing enough information, in the right forms.  

For example, are you taking into account requirements of your investors -- institutional investors often expect a different approach than perhaps what high net worth clients prefer.

Plus it’s more important than ever to watch what tools your teammates use to address investors. Are they making use of technology to reduce what can seem as a wasteful carbon footprint? Are they delivering bad news in passing (casual) or in person (concerned)?

In a market where disappointing performance runs across the board, the way you report information is surely a meaningful way to differentiate yourself from the competition.

Assessing and improving your investor relations efforts is perhaps the quickest way to assure success in your next fundraising effort. Simply by managing your current investors well, you will have an important advantage down the road -- being viewed as a real partner to your LPs.

You’ll find out the keys to developing strong, beneficial relationships at this all-new, full-day conference from The Capital Roundtable --

Private Equity Investor Relations --
Actionable Tactics You Need to Use in 2011
To Keep Your LPs Interested

When you attend this conference on Thursday, September 30 in New York, you’ll hear solid and actionable tactics for improving relationships between GPs and their current and prospective LPs. Platitudes are nice -- and “do unto others” is always good advice -- yet our goal is to provide a wealth of tangible ideas you can begin implementing the very next day.

Although no one initially seeks a litigious relationship, it can and does happen, and you also need to know how firms like yours are handling worst-case scenarios. Most often, problems can be resolved with the right words and deeds before they turn into armed conflict -- and this conference will bring you real-world examples of how similar firms have achieved resolutions to drawdowns, defaults, and portfolio challenges.

As proof of the value of reacting quickly to situations, we have one of our own that can save you $400. By signing up today for this conference, you will receive our Early Bird Discount!

20 Leading Investor Relations Experts to Sharpen Your Strategies.

We’re delighted to have two well-known specialists to guide you through all aspects of the GP-LP relationship.

Martha Cassidy is a director in the investment management team at Capital Dynamics in New York -- an independent private equity fund manager that has controlled over $21 billion over the past ten years. She has over 26 years of experience in private equity as a general partner with various funds including predecessors of JP Morgan Partners and Mid-Ocean Partners. In addition, she has several years of operating experience as an executive managing a private equity-backed manufacturing company. Martha holds an MBA in finance and marketing from the Wharton School of the University of Pennsylvania and a bachelor’s degree in arts from Wellesley College.

Kate Goodall is investor relations manager at SVG Advisers, which is a specialist private asset management business with established offices in Europe, Asia and the US, providing broad access to the asset class through a range of targeted products, predominantly in the fund of funds space. Prior to joining SVG Advisers, Kate was responsible for client relations with Capital Dynamics. Kate holds a degree in politics from the University of Teesside.

Along with Martha and Kate, you’ll hear from other prominent IR professionals and GPs from a variety of funds, leading LPs, and other PE industry specialists who specialize in management, communication, and fundraising best practices. Our four all-new panel presentations will be focused on what you can do today to assure yourself a smoother, pain-free 2011 and beyond.

This conference will bring you the benefit of such relevant answers as --

• What are the key ways GPs can satisfy LP demands for data?
• What fallout can GPs expect from the new Principles for Responsible Investment?
• Can any of your communications be one-size-fits-all, or must everything be tailored?
• How can GPs best use today’s technology to please information-hungry LPs?
• What are today’s best practices for annual meetings? For fund reporting?
• How can GPs best deliver negative news to their LPs?
• What steps can GPs take when LPs can’t meet their capital calls?
• How do you decide between legal action, alternative resolution, or just dealing with it?
• How should GPs respond when advisory boards conduct their own investigations?
• How can GPs help steer secondary sales toward preferred buyers?
• And much, much more.

Initiatives & Ideas For the Real World.

Join us on Thursday, September 30, to find out what other firms are doing, what matters are on LPs’ minds, and what communication strategies are breaking through to investors. And be assured we’ve built in plenty of time between panels and over lunch when you can network with fellow attendees and our featured speakers -- so you can share your own concerns and expand your list of contacts.

We’ve designed this conference to benefit --

• General partners with LPs who are stressed, skeptical, or even sue-happy.
• General partners looking to improve the odds of raising future capital.
• Limited partners who want more information and assistance from their GPs.
• Fund of funds managers who want to boost productivity and results.
• PE communications professionals who want to improve information flow to investors.
• Attorneys who represents GPs or LPs.
• Executive search professionals recruiting for the private equity industry.

Remember, register with our Early Bird Discount by August 20, and you’ll save $400 off our standard fee! So make your reservation now while space is still available. We’ll be looking forward to greeting you.

For more information, please feel free to contact Dana DeMattia at 212-832-7333 ext. 102 or ddemattia@capitalroundtable.com.

This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community. For more information about The Capital Roundtable’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Co-Chaired By

• B. Martha Cassidy, Director, Capital Dynamics Inc.
• Kate Goodall, Investor Relations Manager, SVG Advisers Ltd.

Hosted By

• Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

• Beverly A. Berman, Director, Thomas H. Lee Partners LP
• Allison C. Cole, V.P.--Investor Relations, CCMP Capital Advisors LLC
• Thaddeus I. Gray, Managing Director & CIO, Abbott Capital Management LLC
• Michele G. Kinner, Partner, Quilvest USA Inc.
• David Lawrence, Sr. Client Services Consultant, Preqin Inc.
• Thomas K. Lynch, Managing Director, Cliffwater LLC
• Dale J. Meyer, Director, KRG Capital Partners LLC
• Amy Richards, Director, BC Partners Inc.
• Jennifer Cho Rinehart, Partner, MVision Private Equity Advisers USA LLC
• Additional Speakers to be Announced

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Schedule

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Registration

• Early Bird Registration Fee -- save $400 off the standard fee! Register by Friday, August 20, and the fee for the MasterClass is $995.

• Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, September 10, and the fee for the MasterClass is $1195.

• After that, the standard fee is $1395 for the MasterClass.

• At the door, if space is available, the fee is $1495 for the MasterClass.

• Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Shaina Mardinly smardinly@capitalroundtable.com or 212-832-7333 ext 103.
  
  
  

Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>

You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card.  (If you need to cancel, please do so by Thursday, September 23, at 5:00pm, and we will credit you for a future MasterClass.)

From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question?  Please contact Shaina Mardinly at 212-832-7333 ext.103 or by email at smardinly@capitalroundtable.com.

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Location

Private club in midtown Manhattan

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Dana DeMattia at 212-832-7333 or by email at ddemattia@capitalroundtable.com.

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