MasterClassTM

Capital Roundtable

Marquis Sponsor

Association Partners

Research Partners

Partial List of
Past Attendees

3i North America

747 Capital LLC

Aberdeen Asset Management Inc.

AGI Partners LLC

Alternative Investment Management LLC

Association for Corporate Growth

Auster Capital Partners

AxeaGroup & Co. LLC

Barrett Capital Corp.

Belfer Management LLC

Branford Castle Inc.

Brown Brothers Harriman & Co.

BV Investment Partners

Carl Marks & Co. Inc.

Centre Lane Investment Corp.

Charter Oak Equity LP

Chrystal Capital Partners LLP

Cobbs Allen

Colbeck Capital Management

Consumer Growth Partners LLC

Crown Predator Holdings

Culpeper Capital Partners LLC

District Equity LLC

Donaldson & Diwik

Dorsey & Whitney LLP

EG Capital Group LLC

Everstone Capital Asia Pte Ltd.

EverWatch Financial Inc.

Family Office Co.

Family Office Co.

Fields Texas Ltd.

Fifth Third Bank NA

Finn Dixon & Herling LLP

Flying Point Capital LLC

G2 Investment Group LLC

GenSpring Family Offices LLC

Global Growth Access

Granite Capital Management LLC

Green Ballast Inc.

Gruber Family Office

Hasan Family Office

Hudson Fairfax Group LP

Hunt Realty Investments Inc.

InvAscent Advisory Services India Pvt. Ltd.

Ionian Capital Management LLC

Ironwood Partners LLC

Island Management LLC

JMC Asset Management LLC

Jolt Capital SAS

Karlani Capital

Keltic Financial Services LLC

Kirby Capital Advisors LLC

Landmark Management Inc.

Long Point Capital Inc.

Manchester Capital Management LLC

MBH Enterprises LLC

Media Advisory Partners LLC

MTN Capital Partners LLC

Next Generation Companies LLC

Nine Thirty Capital

Northern Trust Corp.

NYSE Euronext Inc.

Pangaea Capital Partners

Pepper Hamilton LLP

Phillips Edison & Co.

Phoenician Ventures LLC

PitchBook Data Inc.

Preqin

Privos Capital

Radius Ventures LLC

Ropart Asset Management Funds

Seacrest Capital Ltd.

Servlinx Inc.

Shattan Mendel Enterprises LLC

Stelliger Real Estate Partners

T5 Equity Partners LLC

TriPointe Capital Partners

Trivergance LLC

Verdane Capital

Vincere Resources Group

VO2 Partners

Waypoint Residential LLC

Welcome Group LLC

WFA

 

 

The New Realities

Of Building Long-term Relationships

With Limited Partners
Best Practices for Successful Fundraising
for PE Funds

     

CHAIRED BY

Andrea F. Kramer, Managing Director

Hamilton Lane

 

FULL-DAY CONFERENCE

Thursday, October 16, 2014

8:00 am – 5:00 pm

New York City

 

SPECIAL KEYNOTE BY
Igor Rozenblit, Co-Head--Private Funds Unit
U. S. Securities & Exchange Commission

 

Insights from 20 Expert Speakers

James G. Andersen, Clearview Capital LLC

Adam M. Blumenthal, Blue Wolf Capital Partners LLC

Mark A. Bourgeois, Atlantic-Pacific Capital Inc.

Jordan Bradley, AlphInvest Partners Inc.

Keith R. Brittain, Hamilton Lane

Thomas A. Burger Jr., Gridiron Capital LLC

John S. Clark, Performance Equity Management LLC

Julia D. Corelli, Pepper Hamilton LLP

Brett A. Hickey, Star Mountain Capital LLC

Derek K. Jones, Grosvenor Capital Management LP

John K. Kim, Kelso & Co.

Philip Lo, Siris Capital Group LLC
Martin T. Mayden, EverWatch Capital

Oren Monhite Yahav, Gatewood Capital Partners LLC

Robert B. Nolan, Halyard Capital Management LLC

Christopher A. Rossi, Pepper Hamilton LLP

Igor Rozenblit, U.S. Securities & Exchange Commission

Raleigh A. Shoemaker Jr., Berkshire Partners LLC

Philip Tsai, UBS Investment Bank
Additional speakers to be announced

 

Register Now

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

With dry powder levels at record highs, limited partners are increasingly making special demands on general partners who are fundraising. 

 

This Capital Roundtable conference uniquely targets the new realities facing general partners in their management of LP relationships.

 

Here Are Three Reasons Why You Should Join Us

  1. Learn how and why top-tier GPs are diversifying their LP relationships to ensure future fundraising success
  2. Hear the co-head of the SEC’s private funds unit explain what you must do to prepare for visits from his examiners
  3. Hear panelists describe how they use co-investments and secondaries to build relationships with capital providers

 

Click Here to receive your best rate – a savings of $400 on our regular conference rates.

 

Andrea Kramer & 20 Other Experienced LPs, GPs & Advisors Are Ready to Help You

 

One of the PE industry’s most prominent and influential experts on fundraising success, our conference chair Andrea Kramer is a managing director at Hamilton Lane, responsible for the firm’s global fund investment group.

With nearly 20 years’ experience, she is a member of her firm’s investment committee, and also serves on a number of fund advisory boards.

 

Keynoting the conference is Igor Rozenblit, co-head of the SEC’s Private Funds Unit in the

Office of Compliance Inspections & Examinations.  The Unit reviews how PE firms

value their assets, disclose their fees, and communicate with investors. 

 

Register Now to Hear Creative Solutions To Today's Complex Fundraising Environment


Learn the steps to take, ways to respond, and how to react when things turn delicate or adversarial – plus other topics like these --

 

  • Why are so many LPs seeking highly-specific sector allocations, and how should you be responding?
  • How can you meet the diversity requirements of many state pension and endowment funds?
  • How much time should you allot for your fundraising campaigns, and are your time demands likely to increase over the coming months?
  • What are wise steps to take with portfolio companies whose hold periods have gotten extended?
  • Why are independent sponsors now in demand by fund managers?
  • Which LPs tend to be more flexible than others? Which are likely to seek greater control?
  • What are the key omissions that can derail a fundraising effort?

Three More Reasons Why You Should Join Us

  1. Get perspectives from LPs and outside advisors on advantages and disadvantages of different fund structures.
  2. Find out more about the needs of LPs, from single family offices to sovereign wealth funds.
  3. Learn the different ways to structure fund vehicles that are gaining traction with LPs, such as sidecar investment pools.

This Capital Roundtable conference held in Midtown New York City is uniquely targeted to your needs, because our speakers and panelists come from both sides of the table.

You’ll gain valuable insights from --

  • Three informative panel discussions
  • Four provocative keynote presentations and conversations among fundraising experts
  • War stories and lessons learned from LPs and GPs
  • Intelligence from specialized experts such as independent sponsors

Register Now To Make Connections With Must-Meet Colleagues & Professionals

This Capital Roundtable conference is an ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both 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 Rate

 

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 Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or jrussell@capitalroundtable.com.

 

Benefit from a generous savings of $400 off our regular price by making your reservations for this conference before September 12, 2014.

 

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 Who Should Attend

 

Designed to meet the needs of GPs, LPs, & managers of buyout, growth equity, mezzanine, and lending funds, as well as independent sponsors, operating partners, portfolio company managers, and the bankers, lawyers, accountants, & other advisors who support them.  

 

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Conference Organizers

 

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. 

 

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Speaking & Business Development Opportunities

 

We offer excellent speaking and business development opportunities to reach the middle‑market private equity community. For more details, please contact Mara Kane or Claire Notton at 212-832-7300 or by email at mkane@capitalroundtable.com or cnotton@capitalroundtable.com.

 

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Registration

 

Space at this conference in strictly limited. 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 Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or jrussell@capitalroundtable.com.

 

  • Best rate: Early Bird Registration. Save $400 off the standard fee of $1,395 when you register by Friday, September 12. Just $995.
  • Conference Rate: $1,395 increasing to $1,495 day of conference, space permitting
  • Group Rate: Take an additional $100 off when two or more people attend from the same company.

 

Register Now to Receive Best Rate

 

You can pay by credit card, using the links above. Or if you prefer, mail your check and business card to New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

 

Have a Question?


Please contact Joanna Russell jrussell@capitalroundtable.com or 212-832-7300 ext 0.

 

 

 

 

 Who Should Attend

 

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.

 

 

Sponsorship Opportunities

 

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext. 117, or by email at cnotton@capitalroundtable.com.

 

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Faculty

Chaired By

  • Andrea F. Kramer, Managing Director, Hamilton Lane

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • James G. Andersen, Co-Founder & Managing Partner, Clearview Capital LLC
  • Adam M. Blumenthal, Managing Partner, Blue Wolf Capital Partners LLC
  • Mark A. Bourgeois, President & CEO, Atlantic-Pacific Capital Inc.
  • Jordan Bradley, Principal, AlphInvest Partners Inc.
  • Keith R. Brittain, Principal, Hamilton Lane
  • Thomas A. Burger Jr., Managing Partner, Gridiron Capital LLC
  • John S. Clark, Managing Director, Performance Equity Management LLC
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Brett A. Hickey, Chief Executive Officer, Star Mountain Capital LLC
  • Derek K. Jones, Managing Director, Grosvenor Capital Management LLP
  • John K. Kim, Head--Investor Relations, Kelso & Co.
  • Philip Lo, Director, Siris Capital Group LLC
  • Martin T. Mayden, Senior Consultant, EverWatch Capital
  • Oren Monhite Yahav, Managing Partner, Gatewood Capital Partners LLC
  • Robert B. Nolan, Managing Partner, Halyard Capital Management LLC
  • Christopher A. Rossi, Partner, Pepper Hamilton LLP
  • Igor Rozenblit, Co-Head--Private Funds Unit, U. S. Securities & Exchange Commission
  • Raleigh A. Shoemaker Jr., Dir.--Investor Relations, Berkshire Partners LLC
  • Philip Tsai, Managing Dir. & Global Head--Sec. Market Advisory, UBS Investment Bank
  • Additional speakers to be announced

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Schedule

 


  
07:30-08:15 Networking & Registration & Breakfast
08:15-09:00 Welcoming Remarks & Audience Self-Introductions
09:00-09:30

Chairman's Keynote -- Andrea F. Kramer

New Realities Facing Today's Private Equity Fund Managers

09:30-10:00 Morning Keynote --  Igor Rozenblit
View from the SEC -- What GPs and LPs Want to Know about Regulators' Objectives
10:00-10:45 Networking & Coffee
10:45-11:45

Panel 1 -- Creativity in Fund Creation -- Strategies & Structures that Attract LP Capital

11:45-12:30

Morning Conversation -- Placement Agents -- When & How They Can Best Add Value

12:30-1:30 Networking & Luncheon
01:30-02:30 Panel 2 -- Co-Investments -- How GPs Are Using This Tool to Manage Their Capital Bases
02:30-02:45 Networking & Dessert
02:45-3:30 Afternoon Conversation -- Managing LP Relationships -- Lessons Learned from Top-Tier GPs
03:30-04:30 Panel 3 -- Secondaries -- How GPs Are Using Them to Build Relationships with Primary Capital Providers
04:30 Networking & Adjournment



  

 

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Registration

Space at this conference in strictly limited. Last year all seats were accounted for in less than two weeks. 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 Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or jrussell@capitalroundtable.com.

 

  • Best Rate Early Bird Registration Save $400 off the standard fee of $1395 when you register by Friday, September 12. Just $995.

 

  • Premiere Registration Save $200 off the standard fee!
    Register by Friday, October 1, and the fee for the conference is $1195.

 

  • Conference Rate $1,395 increasing to $1,495 day of conference, space permitting.

 

  • Group Rate Take an additional $100 off when two or more people attend from the same company.

 

Register Now

 

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.

Have a special question? Please contact Joanna Russell jrussell@capitalroundtable.com or 212-832-7300 ext 0.

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Location

The University Club

Council Room -- Seventh 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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Conference Sponsorship

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.101, or by email at cnotton@capitalroundtable.com.

 

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