MasterClassTM |
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Kudos
“This Fundraising event
provides GP, LP, & placement agent insights for navigating the fundraising process.”
C. Todd Kumble,
SPP Capital Partners
Law Firm Sponsor
Sponsor
Last Year's Attendees Included:
AIG Global Investment Group
Amaranth Group Inc.
Baker Capital Corp.
Bear Stearns Asset Mgmt.
Buerk Dale Victor LLC
Calvert Street Capital Partners Inc.
CapTech Financial Group
Carlyle Group LLC
Citigroup Private Fund Group
Darby Overseas Investments Ltd.
Equifin Capital Partners
Evolvence India Fund
Florida Capital Partners
Grail Partners LLC
Oryx Capital International Inc.
PA Early Stage Partners
Pomona Capital LP
Post Capital Partners
Provident Healthcare Partners LLC
Psilos Group Managers
Saratoga Partners LP
SPP Capital Partners
Tennant Capital Partners
Topspin Partners LP
Media Partners
MasterClass™ on
Fundraising for PE & VC Firms--
Winning Strategies For Follow-on & Start-up Funds
Featuring 20 Expert Speakers
Attendance for This Program is Limited--
Register Now
Click Here to Register >> Forward to a Colleague >>
FULL-DAY MASTERCLASS
Thursday, Sept. 28, 2006
8:00 am - 5:30 pm
New York City
HALF-DAY PRE-MASTERCLASS WORKSHOPS (Optional)
A: Road Shows--Best Practices for Presentations
B: Limited Partnership Agreements -- Current Trends & Best Practices
Wednesday, Sept. 27, 2006
2:00 pm - 5:00 pm
New York City
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
Every day headlines trumpet how the private equity world is awash in capital, and how more and more limited partners are rushing to put out more and more capital to meet their investment targets. So 2006 and 2007 are shaping up to be banner years for fundraising.
But hold on… That may be true for the rock stars of private equity, i.e., the big established household names. But what if you’re in the American Idol category – talented, ambitious, and successful, but lesser-known or just emerging into the mainstream?
Is there any money left for you after the big funds have stuffed themselves? Can your small buyout fund get attention from investors who are flooded with offerings? Can your venture capital fund overcome disdain from investors who consider venture capital a high-risk cottage industry?
The answer is Yes. The fact is that LPs are having to seek a broader array of worthy GPs. That’s because PE allocations by institutional investors have grown, new institutional investors are coming into the market every day, and the established funds don’t have room for new money.
At this special MasterClass, you'll learn all the fundraising ropes. You’ll get the facts you need from a faculty of 20 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’re doing right when they're successful, what they did wrong when they screwed up, and how they see the market evolving over the next several months. Plenty of free time is built in so you can interact with the faculty members, and get answers to the particular questions that are most pressing for you and your teammates.
Best of all, this program is being led by David Turner, one of the country’s most highly-regarded LPs, now CEO and CIO of the Private Equity Group of WestLB Mellon Asset Management and formerly head of the Alternative Investment Division of the State of Michigan’s Retirement System. It is being produced by The Capital Roundtable, the country's leading educational organization focused exclusively on the information needs of the private-equity community.
When you leave this MasterClass, you’ll have the answers to these questions --
- Where to find the new investors in 2006 and 2007 (is it worthwhile to look overseas?).
- The processes that LPs use in selecting funds and managers.
- What the winning tactics are to make your road show compelling.
- Why the window for smaller middle-market buyout funds seems still enticingly open.
- Should you use consultants or placement agents? How do you find and choose one?
- What techniques other fund-raisers have found to succeed – and vice-versa.
- What performances LPs really expect relative to other funds and to other asset classes.
- How you can position your second fund when your first fund hasn’t yet proven itself.
- How you build momentum in your fundraising when most LPs’ staffs are overworked dealing with re-ups.
- If you have spun-out from an established fund, how you can present your track record and experience accurately and effectively.
- How to present your fund’s track record so it seems like a successor to the brand names of the 1980s.
- Which the most popular niche strategies are for buyout firms.
- The pros and cons of offering co-investment rights to prospective LPs.
- What marketing experts – and the legal experts -- advise you to say or not say during the placement process.
- How to make the LP’s due-diligence process user-friendly, so you can convert skeptical prospects into willing investors.
- How to overcome investors’ weariness about JAMMBOFs (code for “just-another-middle-market-buyout-fund”).
- How you can position your VC fund as the next Kleiner Perkins.
- And much much much more …
Don’t miss out on this opportunity --
- If you have a team that is making the transition from being backed by individual investors to seeking to manage money from institutional investors.
- If you already have a small buyout or mezz fund.
- If you’re among the nine out of ten funds outside the top performance decile.
- If you haven’t yet found a placement agent, and you’re not sure when or where to look.
- If you’re feeling uncertain about how to make a strong presentation to investors.
- If you know how to create value but are having difficulty getting the point across in an effective way that differentiates you from the competition.
Faculty
Chaired By
- David C. Turner, CEO & CIO, WestLB Mellon Asset Management LLC
Hosted By
- Burt Alimansky, Managing Director, Alimansky Capital Group Inc., and Chairman, The Capital Roundtable
Speakers Include
- Nansie J. Bernard, Partner, Source Partners LLC
- Mark Bourgeois, Managing Director, UBS Warburg Inc.
- Michael Cleary, General Partner, WestLB Mellon Asset Management LLC
- Steven N. Costabile, Head--Private Equity Funds, AIG Global Investment Group
- Julia D. Corelli, Partner, Pepper Hamilton LLP (workshop & MasterClass)
- John Crocker, Managing Director, Citigroup Private Fund Group
- Steven Hartt, First V.P. & Director, Amalgamated Bank
- Larry Hollin, Partner, LLR Equity Partners LP
- Barry J. Gonder, General Partner, Grove Street Advisors
- David M. Kirby, Managing Director, Kirby Capital Advisors (workshop & MasterClass)
- Jill Y. Kitazaki, Chief Operating Officer, Denning & Co. LLC
- David M. Mullane, Principal, Quellos Capital Management LLC
- Daniel R. Primack, Editor-At-Large, Thomson Financial Inc.
- Jesse E. Reyes, Managing Partner, Crane Capital Associates Inc.
- Sheryl Schwartz, Managing Director, Alt. Investment, TIAA-CREF
- Amy F. Solas, President, Solas Communications LLC (workshop only)
- Kelly M. Williams, Managing Director, Credit Suisse Securities (USA) LLC
- Arthur S. Zuckerman, Chief Executive Officer, The TriCycle Group LLC
- additional speakers to be announced ..
Schedule
|
MasterClass |
Thursday, Sept. 28, 2006 Coffee & Networking Break |
Registration
- The registration fee is $1495 for the MasterClass and $495 for the Workshop -- or $1895 for both.
- At the door, if space is available the fee is $1595 for the MasterClass and $495 for the Workshop -- or $1995 for both.
- Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm. For more info, please contact Amber Mahood at amahood@capitalroundtable.com or 212/832-7333 ext 103.
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, Sept. 21 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 Amber Mahood at 212/832-7333 ext. 103 or by email amahood@capitalroundtable.com.
Location
New York Athletic Club
180 Central Park South
New York City
Please note that the dress code for the New York Athletic Club is jacket and tie for men, and comparable attire for women.
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.
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 Amber Mahood at 212/832-7333 ext. 103 or by email at amahood@capitalroundtable.com.
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