MasterClassTM

Capital Roundtable

 

Sponsor

Partial List of
Past Attendees

747 Capital LLC

ALM Media Inc.

Alternative Energy Capital Advisors LLC

Anchin Capital Advisors

Apposite Capital LLP

Arch Street Advisors

Association for Corporate Growth--New York Chapter

Aurelian Capital Partners

AxeaGroup Co. LLC

Azalea Capital LLC

Ballamor Capital

Barclays Capital Inc.

Bayshore Capital Inc.

BCA Mezzanine Fund LP

Blakely Harbor Advisors

Blue Heron Capital LLC

Breakwater Investment Management LLC

Brittany Capital Group

Broadway Partners LLC

Brook Park Capital

Brynwood Partners LP

C. H. Briggs Co.

Caisson Capital Partners

Capstone Partners LP

Cerca Group LLC

Chadbourne & Parke

Clearbrook Investment Consulting LLC

CloveHitch Partners

Colville Capital LLC

Contemporary Healthcare Capital LLC

Context Capital Partners

Cornerstone Capital

Crescendo Partners LP'

Cross Atlantic Capital Partners LLC

Crossroad Capital

Diamond Equity Partners

Dolphin Capital Group

EBF & Associates LP

Enhanced Capital Partners LLC

Environmental Capital Partners LLC

Esquire Bank

Family Office Services

Fenway Partners LLC

Ferber Co.

Fidelity

Friedman LLP

FTV Capital

Fundamental Advisors

General Atlantic LLC

Geneva Glen Capital LLC

GenSpring Family Offices

Genuity Capital Partners

Glenmede Trust Co. NA

Godel Capital LLC

Golden Seeds LLC

Gotham Revival Fund

Green Cay Asset Mgmt.

Griffin Realty Advisors

Grove Street Advisors

Grubb & Ellis New York

Gryphon Investors

Guerin Associates LLC

Gustafson & Co. Inc.

Hauser Capital Markets

Heritage Partners Inc.

High Street Capital LLC

Hillspire LLC

Hudson Partners Group

Hudson Venture Partners

Hunt Private Equity'

Imperial Capital Group

Independence Capital

Integration Capital & Trade Inc.

IREO / India Equity

ITI Group LLC

J. H. W. Greentree Capital

Jade Capital

January Partners

John Lilly Strategic Insights LLC

K&L Gates LLP

Kai Consulting

Kidd & Co. LLC

Kirtland Capital Partners

Knight Capital Partners

Kohlberg Kravis Roberts & Co. LP

Lancaster Group Holdings LLC

Larsen MacColl Partners

LB Group LLC

Leading Ridge Capital

Legion Enterprises LLC

Lehrman Family Partnership LLC

Lenox Hill Capital

Lime Rock Management

LongueVue Capital LLC

Luther King Capital

Mainsail Partners

Management Capital Holding AG

McGuireWoods LLP

McKee Group

Merlin Nexus

Midwest Mezzanine Funds

Milestone Partners

Mistral Equity Partners

Morgan Keegan & Co.

Morgan Stanley Smith Barney LLC

Morgenthaler Ventures

MR Investment Partners

MTN Capital Partners

Mycelium Holdings LLC

National City Equity Partners LLC

Navigation Capital Partners Inc.

NewWorld Capital Group

Nonpareil Capital Inc.

Offit Capital Advisors

Pacific Community Ventures LLC

Paragon Capital LP

Pathway Capital

Pepper Hamilton LLP

Performance Trust Investment Advisors LLC

Philadelphia Private Capital LLC

Pine Brook Road Partners LLC

Pomona Capital LP

Pouschine Cook Capital Management LLC

Praetorian Group

Preqin Inc.

Probitas Partners Inc.

Prudential Capital

Quabbin Capital Inc.

Quest Hospitality Ventures

RBC Capital Markets Corp.

Regis Management Co.

Ridgewood Energy

River Associates

River Associates Investments LLC

Rothstein Kass & Co. PC

Rural American Fund LP

S. M. Jenkins & Co.

Saybrook Capital LLC

SeaCap Partners LLC

Seaport Capital LLC

Sentinel Trust Co.

Siguler Guff & Co. LLC

SJ Partners LLC

Solamere Capital LLC

Solas Communications

Source Capital Group Inc.

SPP Mezzanine Partners

Square 1 Bank

Staley Capital Management LLC

Stonebridge Business Partners LLC

Stripes Group LLC

Summit Park Partners

Sun Over Jupiter Broadcasting Inc.

Sunrise Equity Partners

Taglich Brothers Inc.

Tancho Innovation Capital

Tellurian Partners LLC

TerraNova Capital Partners Inc.

Ticonderoga Capital Inc.

Tillery Capital LLC

Trivest Partners LP

Vanterra Capital Ltd.

VenGrowth Asset Management Inc.

Veronis Suhler Stevenson Partners LLC

Virginia Commercial Finance Inc.

VO2 Partners

Weinberg & Bell Group

Winona Capital Management LLC

ZS Fund LP

Association Partner

Researh Partners

Capital IQ

Media Partners

 

The Deal

Buyouts

 

 

 

 

 

Clear the date February 17 on your calendar!

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

ENCORE MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

Raising Private Equity Funds

From Family Offices & Wealthy Individuals --

How to Hit Your Funding Targets

Without Going to Institutional LPs

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

 

CHAIRED BY

Adam M. Blumenthal, Managing Partner
Blue Wolf Capital Partners LLC

Featuring 20 Expert Speakers Including --

  • Adley Bowden, PitchBook Data Inc.
  • Loren A. Busby, Cresco Advisors LLC

  • Thomas F. Carrier, Offit Capital Advisors LLC
  • Julia D. Corelli, Pepper Hamilton LLP
  • John Crocker, Atlantic-Pacific Capital Inc.
  • Mitchell A. Davidson, Post Capital Partners LLC
  • Timothy J. Fazio, Atlas Holdings LLC
  • Michael B. Ingwer, Nonpareil Capital Inc.
  • David M. Kirby, Kirby Capital Advisors LLC
  • Douglas A. Korey, Contemporary Healthcare Capital LLC
  • Daniel C. Lubin, Radius Ventures LLC
  • Bart J. Molloy, Monument Group Inc.
  • James J. McCarvill, Madison Williams Private Capital Solutions
  • Eli E. Neusner, The EastSide Group
  • Richard M. Powell, AP Capital Partners LLC
  • Robyn Sacks-Slutzky, Quilvest USA Inc.
  • Marc A. Singer, Osage Partners
  • Michael B. Staebler, Pepper Hamilton LLP
  • R. Patrick Weston, Azalea Capital LLC
  • Anne E. Whitman, Longroad Asset Management LLC

  • Eric Zoller, Sixpoint Partners LLC

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, February 17, 2011

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 |

Family offices are known for being reclusive, so it’s as difficult to count them as it is to find them.  The most generous estimate comes from Barron’s, suggesting there are approximately 3,000 family offices worldwide -- three times as many as estimated in a Wharton School study.

 

What’s more, every family office, and every high-net worth individual investor, presents a unique set of challenges and opportunities to fund raisers and only the most creative and patient  will find ways to break through.

 

Knowing how to find, approach, and win over the managers of single or multiple family offices, or individual high net worth investors, are skills that can net you substantial returns in 2011 and beyond. 

 

But you can’t develop them without advance preparation -- the universe is too small, the right introductions are too important, and the first impression is all you get.

 

That’s why you’ll want to make plans now to join us for our encore full-day conference on Thursday, February 17, in New York --

 

Raising Private Equity Funds

From Family Offices & Wealthy Individuals --

How to Hit Your Funding Targets

Without Going to Institutional LPs

 

And when you sign up now, you can take advantage of our special Early Bird Discount that makes a great conference even better.  A generous savings of $400 applies to all reservations made by January 28, 2011!

 

20 Fundraising Experts from Both Sides of the Table Share Their Knowledge

We’re especially pleased that our chair will be Adam Blumenthal, founder and managing partner of Blue Wolf Capital Partners and Blue Wolf Capital Fund IIa leading special situations private equity firm investing in middle market companies.

In addition to his current role as Managing Partner of Blue Wolf , Adam previously served as vice chairman, president, chief operating officer, and chief financial officer of American Capital Strategies Ltd., the prominent publicly traded buyout and mezzanine fund.  When he joined American Capital, it had one other employee and had not yet raised institutional capital.  In the subsequent years, he played a central role in building it to over $1 billion invested in 63 middle-market companies by the time he left.

 

Later he became first deputy comptroller and chief financial officer for the New York City Comptroller’s office, managing the assets of the New York City Retirement System.  During his tenure, those assets increased to $85 billion, up from $65 billion, primarily as a result of strong investment gains.

He is a director of Finch Paper LLC, Northern Resources Nova Scotia Corp., Healthcare Laundry Systems LLC, and Gloucester Engineering Corp., and chairs the investment committees of the Community Service Society of New York and the Nathan Cummings Foundation, a well-known family foundation.  He holds a BA from Harvard College and an MBA from Yale School of Management.

 

Our past Family Office conferences have packed the room, with good reason -- nowhere else will you be able to amass so much timely information from so many industry veterans.

 

For instance, family office managers are demanding much more disclosure from GPs than in the past.  So if you make it to the door, you can expect initial skepticism, demands for transparency, and close scrutiny of every number.

 

And you’ll have to be prepared for pushback on management fees, carry structure, and clawback.  Fees of uninvested capital, and rebates on deal-related fees.  The amount of your own contribution.  Even the makeup of advisory committees.  These investors have an overabundance of choices, so the overall terms are just as important as your experience, track record, and strategy.

 

What’s more, as good as your fund’s strategy may be, there are always circumstances that can work against you.  Your expertise may be exactly what the family office likes, but the deal may not work for tax reasons or because it would compel SEC registration.  And keep in mind you’ll be dealing with timelines more about wealth preservation and accumulation than short-term returns.

 

If you’re a GP, you’ll hear from your counterparts how they are getting deals done -- and you’ll hear from family office managers themselves what gets their attention and what terms they find favorable.  

 

And if you’re a family office manager or high-net worth investor, you’ll hear how other LPs like yourself are making decisions and what they’re looking for.

 

With the importance of relationships and credentials, we’ll explain how you can establish trust and build rapport.  You’ll hear ways you can mine your existing networks for introductions, and what you should know about your prospect before that first meeting takes place.  

 

You’ll also hear about presentation style -- when to trot out the spreadsheets, and when to focus on intangibles -- because it comes down to making yourself look different and unique.

 

Our brand-new panel presentations will feature prominent family office managers, GPs working with family office managers and wealthy individuals, plus private equity industry specialists in making fundraising presentations, preparing pitch books, negotiating GP/LP agreements, and arranging deal structures.  

 

Register now to reserve your seat for the answers to your fundraising questions --

  • What are the best ways for GPs to locate family office managers?
  • How can you best secure introductions to potential investors?
  • What actions can make or break a cold call, and why?
  • How are family offices altering their investing structures for 2011 and beyond?
  • Why is it so important to offer absolute transparency?
  • When should you use a placement agent, and how do you choose the right one?
  • What are the key differences making presentations to family offices and high net worth individuals?
  • How quickly do family office managers usually expect to see a return on their investments?
  • What are the traps that can lead you to overwhelm rather than correctly impress your potential investors?
  • What new technologies are changing the game, and how do you use them to your advantage?
  • And much, much more.

 

Make the Connections That Can Make Your Year

 

While family offices and high net worth individuals are open to investment in smaller and newer firms, you still need a proper introduction.  That’s why we’ve built in plenty of time over the day -- including session breaks and an open lunch -- when you can meet fellow attendees and featured speakers to exchange cards and establish communication.

 

You should attend this conference if you are a --

  • GP wanting to learn how best to pitch to family offices and high net worth individuals.
  • Family office manager looking to build relationships with GPs who are making pitches.
  • High net worth individuals interested in breaking into the private equity world.
  • Emerging manager looking to raise your first fund.
  • Experienced GP ready to cast your net wider for potential investors.
  • Family office manager seeking benchmarks to gauge your performance.
  • Fund of funds manager who wants to maximize upcoming opportunities.
  • Attorney or advisor involved with family offices and high net worth individuals.
  • Placement agent seeking new sources for closing young funds.
  • Private equity communications professional involved with presentations to family offices and high net worth individuals.
  • Executive search professional recruiting for the private equity industry.

 

Remember, register with our Early Bird Discount by January 21, 2011, and you’ll save $400 off our standard fee!  Seats are available right now, but not for long, so please make your reservation now so you’re not disappointed.  We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Shaina Mardinly at 212-832-7333 ext. 0 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 20 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

 

The Capital Roundtable thanks Pepper Hamilton LLP for sponsoring this outstanding event. It’s due in great part to their collaboration and support that we have the resources to make this event so worthwhile for you. 

 

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Faculty

Hosted By

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

Chaired By

  • Adam M. Blumenthal, Managing Partner, Blue Wolf Capital Management LLC

Speakers

  • Adley Bowden, Dir.--Research, PitchBook Data Inc.
  • Loren A. Busby, Managing Member, Cresco Advisors LLC
  • Thomas F. Carrier, Partner, Offit Capital Advisors LLC
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • John Crocker, Partner, Atlantic-Pacific Capital Inc.
  • Mitchell A. Davidson, Managing Director, Post Capital Partners LLC
  • Timothy J. Fazio, Managing Partner, Atlas Holdings LLC
  • Michael B. Ingwer, Chief Executive Officer, Nonpareil Capital Inc.
  • David M. Kirby, Managing Director, Kirby Capital Advisors LLC
  • Douglas A. Korey, Managing Director, Contemporary Healthcare Capital LLC
  • Daniel C. Lubin, Managing Partner, Radius Ventures LLC
  • Bart J. Molloy, Managing Director, Monument Group Inc.
  • James J. McCarvill, Group Head & Managing Dir., Madison Williams Private Capital Solutions
  • Eli E. Neusner, Managing Director, The EastSide Group
  • Richard M. Powell, Managing Partner, AP Capital Partners LLC
  • Robyn Sacks-Slutzky, Vice President, Quilvest USA Inc.
  • Marc A. Singer, Managing Partner, Osage Partners
  • Michael B. Staebler, Partner, Pepper Hamilton LLP
  • R. Patrick Weston, Managing Partner, Azalea Capital LLC
  • Anne E. Whitman, Principal, Longroad Asset Management LLC
  • Eric Zoller, Co-Chief Executive Officer, Sixpoint Partners LLC

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Schedule

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45
09:45 - 10:30
10:30 - 11:00

11:00 - 12:15


12:15 - 01:15
01:15 - 02:15



02:15 - 03:15


03:15 - 03:30

03:30 - 04:30


04:30

  

Thursday, February 17, 2011
Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Self-Introductions

Introductory Keynote -- Macro Birds-Eye Overview

Chairman Keynote -- Micro In-the-Trenches Perspective

Coffee & Networking Break

First Panel -- “Five Family Office Managers Discuss What They’re Looking For -- Especially Now That Successful PE Managers Are Being Turned Away from the Institutions

Networking Luncheon

Second Panel -- “Four Specialists in Fund Marketing Describe Best Practices for Preparing Presentations & Pitch Books for Family Offices & Wealthy Individuals

Third Panel -- “Four Specialists in GP/LP Agreements Discuss How Best to Negotiate Term Sheets & Structures with Family Office Managers and Individual Investors

Coffee & Networking Break

Fourth Panel -- “Four GPs Report Lessons They Learned When They Raised Their Funds
Networking & Adjournment

 

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, January 21, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, February 4, 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 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, February 10 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.0 or by email at smardinly@capitalroundtable.com.

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Location

The University Club

College Hall -- First Floor

One West 54 Street (at 5th Avenue)

New York City

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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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