Kudos

"Your MasterClasses are an excellent way
to stay current."

John Whitehead,
Retired Chairman, Goldman Sachs & Co.

Last Year's Participants Included:

Law Firm Sponsor

Media Partners

Third Annual MasterClass™ on
Fundraising for PE & VC Firms--
Strategies For Follow-on & Start-up Funds

Featuring 18 Expert Speakers

Attendance for This Program is Limited--
Register Now

FULL-DAY MASTERCLASS
Thursday, May 18
8:00 am - 5:30 pm

New York City

PRE-MASTERCLASS WORKSHOP (Optional)
* Road Shows--Best Practices for Presentations
2:00 pm - 5:00 pm

New York City

Click Here to Register >>     Forward to a Colleague >>

Designed to Meet the Needs of General Partners of Venture Capital,
Buyouts, & Mezz Funds Who Want to Raise New Funds,
As Well as Lawyers, Accountants, & Advisors Who Support Them

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

Everywhere you look, writers exclaim how the private equity world is awash in capital, how last year was a banner year for fundraising, and how this year prospects are even brighter as limited partners rush to meet their investment targets.

So obviously it should be a piece of cake to raise money for your fund, right?

Wrong. Actually, experts says the trend is bifurcated. The elephantine megafunds are certainly gorged with capital. Texas Pacific, Blackstone, Carlyle, Warburg Pincus, and Bain have raced to outdo each other to build gargantuan war chests. Even well-known brands in the middle-market and the lower middle-market like Riverside and Sterling have attracted huge stashes.

But what if your fund is smaller, or younger, or less well-known? Can you attract significant attention? Is there any hope for first-time buyout managers? Do you need a niche-strategy? How about venture-capital funds –do investors really scorn venture as a cottage industry, way too risky except for the top handful funds that always manage to make money (e.g., Sequoia, Polaris, Oak, Kleiner Perkins).

At this special MasterClass, you'll learn from a faculty of 18 experts, including limited partners who are placing bets now, successful general partners who will share hard-won know-how, and placement agents who coach clients on navigating the process. They will report what they are doing right when they're successful, what they did wrong when they screwed up, and how they see the market evolving over the next year or two. Plenty of free time is built in so you can interact with the faculty members, and get answers to the particular questions that are pressing for you and your teammates.

The program is being led by John Crocker of Citigroup’s Private Fund Group, and produced by The Capital Roundtable, the country's leading educational organization focused exclusively on the private-equity community.

When you leave this MasterClass, you’ll have the answers to these questions --

• Why megafunds offer LPs the most consistent source of good returns
• How you can position your VC fund as the next Kleiner Perkins
• What are the best niche strategies for buyout firms
• The pros & cons of offering co-investment rights to prospective LPs
• What should you say or not say during the placement process
• How the joy of oversubscription can lead to a bust for your next fund
• Why LPs are not equal. Who are the good guys? Who are the monsters?
• Have most LPs already committed their 2006 allocation?
• Are investors weary of JAMMBOFs (just-another-middle-market-buyout-fund)
• Where are the new investors in 2006 and 2007. Is it worthwhile to look overseas?
• How do you build momentum in your fundraising when most LPs’ staffs are overworked dealing with re-ups?
• Why the window for smaller middle-market buyout funds seems still enticingly open
• What performances LPs really expect relative to other funds and to other asset classes
• The processes that LPs use in selecting funds and managers
• Should you use consultants or placement agents? How do you find and choose one?
• What are winning tactics to make your road show compelling
• How you can position your second fund when your first fund hasn’t yet proven itself?
• How to present your fund’s track record so it seems like a successor to the brand names of the 1980s
• What techniques other fund-raisers have used to succeed – and vice-versa
• And much much much more …

If you belong to one of the following groups, don't miss out on this opportunity --

• Have a fund making the transition to institutional investors
• Have a small buyout fund
• Are among the nine out of ten venture funds outside the top decile
• Haven’t yet found a placement agent to help and not sure when to
• Feeling uncertain about how to make a strong presentation to investors
• Your lawyer says your fund is one of the best he’s ever worked on

^ Back to Top ^

Faculty

Chaired By

• John Crocker, Managing Director, Private Fund Group, Citigroup Inc.

Hosted By

• Burt Alimansky, Managing Director, Alimansky Capital Group Inc., and Chairman, The Capital Roundtable

Speakers

• Stephen B. Brotman, Managing Partner, Greenhill SAVP LP
• John K. Chase, Vice President, Atlantic-Pacific Capital Inc.
• Paula L. Chester, Director, MVision Private Equity Advisers USA LLC
• Julia D. Corelli, Partner, Pepper Hamilton LLP
• Paul F. Delaney, Director -- Fund of Funds & Partner, Pomona Capital LP
• Philip J. Dunne, Chief Financial Officer, AIG Global Investment Group

• Steven Hartt, First V.P. & Dir.--Private Equity, Amalgamated Bank

• J. Michael Ireland ,Vice President, Auda Advisor Associates LLC
• Lisa R. Jacobs, Partner, Pepper Hamilton LLP
• Michele G. Kinner, Partner, Quilvest USA Inc.
• David M. Kirby, Managing Director, Kirby Capital Advisors

• Mark A. Krentzman, Business Development, BioVentures Investors

• Brian Miner, Director of Investor Relations, Monitor Vela LLC

• Jesse E. Reyes, Managing Partner, Crane Capital Associates Inc.
• Jeffrey M. Stern, Managing Director, Forum Capital Partners
• David C. Turner, Chief Executive Officer, WestLB Mellon Asset Management
• additional speakers to be announced...

^ Back to Top ^

Schedule

^ Back to Top ^

Registration

• The registration fee is $1295 for the MasterClass and $495 for the Workshop -- or $1695 for both.

• At the door, if space is available, the fee is $1395 for the MasterClass and $495 for the Workshop -- or $1795 for both.

Click Here to Register >>     Purchase Audio Package >>

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, May 11 at 5:00pm, and we will credit you for a future meeting.)

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 Katie Safrey at 212/832-7333 ext. 103 or by email at ksafrey@capitalroundtable.com.

^ Back to Top ^

Location

Scandinavia House
58 Park Avenue (between East 37 & 38 Street)
New York City
Phone number: 212/879-9779

^ Back to Top ^

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.

^ Back to Top ^

Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market M&A community. For more details, visit our Sponsorship Page or contact Katie Safrey at 212/832-7333 ext. 103 or by email at ksafrey@capitalroundtable.com.

Change Your Mailing Preferences
To change your name or email address, or to select the mailings you wish to receive from us, go to our mailing preferences page.

Unsubscribe
To unsubscribe from our mailings, go to our unsubscribe page. You may also unsubscribe by replying to this email and putting unsubscribe in the subject line or by writing to us at: Capital Roundtable, 12 East 44th Street, Penthouse, New York, NY 10017.
You are subscribed as [EMAIL]

©2005 New York Business Roundtable Inc. All Rights Reserved..