MasterClassTM

Capital Roundtable

Sponsors

Members

Association Partners

Research Partners

Media Partners

Partial List of
Past Attendees

3i North America
747 Capital
Able Strangers
Accordion Partners
Adveq Management AG 
Akila Capital Management 
Akoya Capital Partners
American Realty Capital
American Working Capital
Apex Growth Partners
Arete Maverick Capital
Argentum Group
BAML Capital Access Funds
Barrett Capital Corp.
Beacon Bay Holdings
Beringea
Bernstein Global Wealth Management
Bigelow Co.
Blackmore Partners
Blackstone Group
Blue Horizon Management Group
Bowlmor Lanes
Bradford Equities Management
Breakwater Equity Partners
Broadline Capital
Brookside Mezzanine Partners 
Bruckmann Rosser Sherrill & Co.
Brynwood Partners LP
Candlewood Investors
Caspian Private Equity
Caymus Equity Partners
Chartwell Capital Solutions
Chrystal Capital Partners
CIP Capital
Citi Private Bank
Closed Loop Capital
Cloud Capital Partners
Cobbs Allen & Hall
Compass Partners International
Connell Real Estate & Development Co.
Contemporary Healthcare Capital
Creative Commercial Funding Inc.
Creative Human Capital
Credit Suisse Customized Fund Investment Group
CrimStone Partners
Crosslake Investment Group
Denning & Co.
Digital Capital Advisors
Dorsey & Whitney
Dune Real Estate Partners
Duval & Stachenfeld
DVO Real Estate Holdings
Eagle Rock Advisors
Easton Capital Investment Group
EcoPower Capital
EIV Capital Management Co.
England & Co.
Eureka Growth Capital Management
Evans Hagen & Co.
Exaltare Capital Partners
Family Office Co. 
FdG Associates
Five Mile Capital Partners
Food Partners
Freeman Spogli & Co.
Freeport Financial
Fremont Private Holdings
Frontier Investments Group
FTL Capital
Gemini Investors
General Atlantic
Generation Equity Investors
Geneva Glen Capital
Gladstone Securities
Grant Thornton
Green Brook Capital Management
Green Campus Partners
Guggenheim Partners
Guggenheim Securities
Hamilton Lane Advisors
Heidrick & Struggles International
Hicks Equity Partners
Highland Capital Management
Highstar Capital
Hudson Ferry Capital
Innovation Accelerator
Inverness Graham Investments
Ironwood Partners
Irving Place Capital
Jefferies Group Inc.
Jewish Communal Fund
Kelley Drye & Warren
Kidd & Co.
Kirby Capital Advisors
Knight Capital Partners
L2 Capital Partners
Lakeshore Food Advisors
Latin American Venture Capital Association
LBCW
Lexington Partners
Liberty Hall Capital Partners
Lion Chemical Capital
LLM Capital Partners
LTC Properties Inc.
M. C. Alcamo & Co. Inc.
Malkin Properties
Mansa Capital  Management
MBH Enterprises
McGladrey
Merrill Lynch PE & Real Estate Investments
MidasNation
Midmarket Growth Partners
Milestone Partners
Mission Operations Group
Mistral Equity Partners
Monument Group
Morgan Stanley & Co.
Navidar Group
Newport Global Advisors
NewSpring Capital
NGEN Partners
Nine Thirty Capital Management
North Castle Partners
Novacap Investments
Ocean Road Advisors Inc. / Meyer & Co.
Oglesby Associates
Olympus Capital Holdings Asia
On Demand Books
Optimus Publishing
Orbis Technologies
Orrick Herrington & Sutcliffe
Osage Partners
Pairs Perfect Capital
Palm Ventures
Pepper Hamilton
Phillips Edison & Co.
Phoenician Ventures
Piper Jaffray & Co.
Post Capital Partners
Preqin
Presidential Financial Corp.
Pulse Equity Partners
Quilvest USA
Realty Capital Securities
Realty Capital Securities
River Capital Inc.
Robert W. Baird & Co.
Ropart Asset Management Funds
Rosen Seymour Shapss Martin & Co.
Russell & Co.
S&P Capital IQ
Sentinel Real Estate
Shore Points Capital Management
SK Capital Partners 
Sonen Capital
Spouting Rock Consulting
Stairway Capital
Stelliger Real Estate Partners
StepStone Group
Themis Management
Thomas McNerney & Partners
Tocqueville Asset Management
TorQuest Partners
Touchstone Group
Tullis Health Investors
U. S. Small Business Administration
Upsher Asset Management
Venatus Capital Partners
Vere Partners
Viola Group
VO2 Partners
Wainscott Capital Partners
Wealth Partners Capital
Wheat Associates
Wildcat Capital Management
William G. Roe & Sons
Wyatt Matas & Associates
Yellow Wood Partners
Z Capital Partners

 

 

Clear the date October 10th on your calendar!

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

Attention -- Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

ENCORE CONFERENCE

Raising Private Equity Funds

From Family Offices

& Wealthy Individuals

Insights from 20 Investors

Who Back PE Funds & Their Deals

Register Now

 

                                                                                          

CHAIRED BY

Todd A. Goergen
Managing Partner, Ropart Asset Management Funds
Chief Strategy Officer & Director, ViSalus

 

MARQUIS SPONSORS

Julia D. Corelli

Christopher A. Rossi

Partners & Co-Chairs -- Funds Services Group
Pepper Hamilton LLP

 

Featuring Insights from 20 Expert Speakers, including --

Laurence D. Belfer, Belfer Management LLC

Julia D. Corelli, Pepper Hamilton LLP

Gregory J. Dienna, Manchester Capital Management LLC

David M. Diwik, Donaldson & Diwik

Dan Farrell, Privos Capital

Tami L. Fratis, Phoenician Ventures LLC

H. Christopher Frigon, The Family Office

William R. Fuhs, PCS Network

Laurence W. Levi, VO2 Partners

Nicholas Lewin, Crown Predator Holdings

Daniel C. Lubin, Managing Partner--Radius Ventures LLC

Scott McCormack, Granite Capital Management LLC

Juan M. Meyer, GenSpring Family Offices LLC

Claire S. Milonas, Ionian Capital Management LLC

J. Todd Morley, G2 Investment Group LLC
Ira J. Perlmuter, T5 Equity Partners LLC

Stuart J. Rabin, Nine Thirty Capital

Howard L. Romanow, Island Management LLC

Christopher A. Rossi, Pepper Hamilton LLP

Earl A. Samson, Landmark Management Inc.

Matt Womble, EverWatch Capital

 

 


 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, October 10, 2013

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 |

Private equity general partners like having family offices and wealthy individuals as limited partners -- as well as direct investors in their deals.

 

This kind of capital often tends to be helpful and innovative -- good things to find in an LP.

 

On the other hand, these LPs operate in a world of personal contacts, formal introductions, and respected recommendations. So gaining access to them is very hard. You’re not going to reach them through random emails or social media. And you’re not going to be able to simply pick up the phone.

 

With that in mind, we’ve redesigned -- and personalized -- this extremely popular ENCORE conference.

 

All 20 panelists at this program are managers of single-family or multi-family offices, or ultra-high-net-worth individuals -- or their personal advisors.

 

At this conference, you’ll have the opportunity to hear directly from them. Learn how they’re different from each other, learn what sectors and allocations they prefer, and learn what experiences they’ve had as investors.

 

To expand your perspective and to network with these 20 investors, REGISTER NOW for this conference being held in New York City on Thursday, October 10th.

 

Consider these recent survey findings from leading advisory firms --

  • On average, family offices have nearly 25% of their portfolio assets allocated to private equity
  • 86% of family offices that already invest in private equity want to increase their commitments over the next three years
  • 25% of single-family offices who don’t currently invest in private equity are looking at getting involved for the first time
  • Since 2009, the single-family offices that have invested in private equity have allocated over $8 billion

Here are 7 important reasons you should REGISTER NOW for this encore conference --

  • Learn the right and wrong ways to get your story in front of these 20 family offices.
  • Discover what these investors mean by “direct investing,” and how they each approach it.
  • Hear directly from 20 family office executives on how they make their investment decisions -- and why they insist that you have tangible successful investing experience -- and under what circumstances they relax that criterion.
  • Realize why family offices have different personalities, risk/reward profiles, and long-term strategies.
  • Recognize why capital preservation is such an important priority for family offices who are planning for successive generations.
  • Discover what features they prefer or dislike in presentations and pitchbooks -- as well as in GP/LP agreements.
  • Understand how emotions often play a role in family office decisions, from heritage values to philanthropic endeavors.

To serve as chair of this encore conference on Thursday, October 10, in New York, we’re pleased to welcome Todd A. Goergen, managing partner and founder of Ropart Asset Management in Greenwich, Conn. Todd is also chief  strategy officer & director of ViSalus.

 

Todd started his career at Donaldson, Lufkin, and Jenrette in the M&A department. Later, he became M&A director at Blyth Inc., a leading designer and marketer of home decorative and fragranced products. In addition, Todd is chairman of QCL Holdings and Digital Traffic Systems and serves on the boards of Crexendo, FragMob, and ViSalus. He received a BA in economics and political science from Wake Forest University.

 

REGISTER NOW to hear 20 Family Office Managers

Share Their Knowledge First-Hand

 

With four panel discussions featuring shared insights from 20 top family office professionals and representatives of wealthy individuals, this will be a day filled with invaluable content. You’ll hear real-world perspectives, lessons learned, and industry outlooks, plus insights to make your 2014 fundraising more successful.

 

Register now to get the answers to key questions such as --

  • Are more and more family offices bypassing private equity firms in favor of direct investing?  Is the goal to avoid management fees, lack of control, lack of liquidity?  What are the benefits/pitfalls?
  • Similarly -- what about co-investing with private equity firms?  And what about the rising wave of backing independent sponsors (formerly called fundless or unfunded sponsors)?
  • What are the biggest challenges that affect fundraising from family offices and wealthy individuals in 2013-14?
  • What are the misconceptions about today’s environment for raising funds from family offices -- and what is the reality?
  • What are the best ways for GPs to locate and approach family office managers and wealthy individuals?
  • How can you gain the trust of family offices and wealthy individuals that are overly cautious about risk and regulation?
  • What hold times are family office managers expecting when committing funds to private equity?
  • What middle-market sectors are currently the most attractive to family offices and wealthy individuals?
  • What common mistakes must be avoided when making presentations to family offices?
  • What key practices must GPs carefully follow in order to meet family offices’ needs for transparency?
  • What types of presentation materials best help family office professionals assess the value of your opportunity?
  • How do family offices in Europe, Asia, the Middle East, and Latin America behave differently from those in the U.S.?

REGISTER NOW to Build Valuable Contacts Through Our Networking Opportunities

 

The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share ideas and business cards
  • If you’re an attorney or advisor -- Meet new potential clients
  • If you work as an executive search professional -- Meet potential prospects

Register Now to Receive Our Early Bird Discount

 

You’ll benefit from a generous discount of $400 off our regular price by making your reservations for this conference by August 16, 2013.

 

And keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Hallie Watson today to confirm your attendance at 212-832-7300 ext. 0 or hwatson@capitalroundtable.com.

 

Sponsorship Opportunities: High Visibility For Your Company

 

Do you provide a professional service to private equity firms or their portfolio companies, and want to enhance your exposure to new clients?  This conference will also include exhibits from a small, curated group of impressive sponsors. Our speakers and attendees are exactly the people you want to know! Contact Cathy Christino at 212-832-7300, ext. 103, or cchristino@capitalroundtable.com.

 

We look forward to having you join us on October 10th.

 

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 30 annual conferences and other events and programs, please visit www.capitalroundtable.com.

 

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Faculty

Chaired By

  • Todd Goergen, Managing Partner, Ropart Asset Management Funds
                                 Chief Strategy Officer & Director, ViSalus

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Laurence D. Belfer, Chief Executive Officer, Belfer Management LLC
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Gregory J. Dienna, Wealth Manager, Manchester Capital Management LLC
  • David M. Diwik, Partner, Donaldson & Diwik
  • Dan Farrell, Chairman & CEO, Privos Capital
  • Tami L. Fratis, Managing Member, Phoenician Ventures LLC
  • H. Christopher Frigon, Dir.--Private Equity, The Family Office
  • William R. Fuhs, Managing Partner, PCS Network
  • Laurence W. Levi, Partner, VO2 Partners
  • Nicholas Lewin, Managing Member, Crown Predator Holdings
  • Daniel C. Lubin, Chairman--Upsher Asset Management & Managing Partner--Radius Ventures LLC
  • Scott McCormack, Partner, Granite Capital Management LLC
  • Juan M. Meyer, Partner, GenSpring Family Offices LLC
  • Claire S. Milonas, President & Managing Member, Ionian Capital Management LLC
  • J. Todd Morley, Chairman & CEO, G2 Investment Group LLC
  • Ira J. Perlmuter, Managing Director, T5 Equity Partners LLC
  • Stuart J. Rabin, President & CEO, Nine Thirty Capital
  • Howard L. Romanow, Chief Operating Officer & CFO, Island Management LLC
  • Christopher A. Rossi, Partner, Pepper Hamilton LLP
  • Earl A. Samson, President, Landmark Management Inc.
  • Matt Womble, Managing Director, EverWatch Capital

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Schedule

 

Conference
07:30 - 08:15
08:15 - 09:00
09:00 - 09:45
09:45 - 10:00
10:00 - 10:45

10:45 - 11:30

11:30 - 12:30

12:30 - 01:30

01:30 - 02:15
02:15 - 03:15


03:15 - 03:30
03:30 - 04:30


04:30

  

Thursday, October 10, 2013

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Self-Introductions

Chairman’s Keynote

Morning Bagel Break
Session 1
-- Four Limited Partners Report the Pros & Cons
of Investing in Middle-Market Private Equity Funds

Networking Break

Session 2 -- Four Advisors to Four Ultra-High-Net-Worth Individuals
Talk About Their Experiences as LPs

Networking Luncheon

Afternoon Keynote

Session 3 -- Representatives from Four Single Family Offices
Talk About Their Criteria for Backing PE Funds
Afternoon Cookie Break

Session 4 – Representatives from Four Multi-Family Offices Talk About How They Choose Fund Managers
Networking & Adjournment

 

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by August 16th, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, September 6th, and the fee for the conference is $1195.
  • After that, the standard fee is $1395 for the conference.
  • At the door, if space is available, the fee is $1495 for the conference.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Mara Kane at mkane@capitalroundtable.com or 212-832-7300 ext 0.

 

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, October 3rd at 5:00pm, and we will credit you for a future Roundtable.)


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 Hallie Watson at 212-832-7300 ext. 0 or by email at hwatson@capitalroundtable.com.

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Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

(Jacket and tie required)

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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

Do you provide professional services to private equity firms and operating partners? This conference will also include exhibits from a small, curated group of impressive sponsors. Our speakers and attendees are exactly the decision makers you want to know! Contact Cathy Christino at 212-832-7300, ext. 103 or cchristino@capitalroundtable.com

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