MasterClassTM

Capital Roundtable

Law Firm Sponsor:

 

Pepper Hamiltion

Past Attendees:

 

AIG Global Invst

Amalgamated Bank

Ancora Management

Bainbridge Inc.

Baker Capital Corp.

Blue Wolf Capital

Brynwood Partners

Capital Resource Partners

Charlesbank Capital

Cordova Smart & Williams

Draper Fisher Jurvetson Gotham Ventures

Goldman Sachs & Co.

GSC Partners Inc.

Investcorp International

Kachi Management

Kotak Mahindra Bank

LLR Partners Inc.

Macquarie Securities

Meridian Venture Partners

NeoCarta Ventures

Oryx Capital International

Patronus Capital  Advisors

Paul Capital Partners

Snowbird Capital

Square 1 Bank

SR Capital Advisors

Symphony Capital

Upland Equity.

Venture Capital Fund of New England

Walton Johnson Group

Woodside Capital Mgmt

 

Media Partners

Buyouts

The Deal

VC Experts

Capital IQmergermarket

MasterClass™ on
Fundraising for PE & VC Firms--

Winning Strategies for Experienced
& Emerging Managers


Featuring 20 Expert Speakers

Attendance for This Program is Limited--

Register Now


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FULL-DAY MASTERCLASS
Thursday, May 17, 2007
8:00 am - 5:00 pm

New York City

HALF-DAY PRE-MASTERCLASS WORKSHOPS (Optional)

WORKSHOP A-- Road Shows -- Best Practices for Presentations

WORKSHOP B-- Best Practices for Negotiating Limited Partnership
Agreements

Wednesday, May 16, 2007

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 | Agenda | Registration | Location | Sponsorship | Audio / Video Packages |

Overheard at a recent private equity conference: “I’m sick of hearing about how much money firms are raising, and how LPs are tossing funding to anyone who asks. Maybe it’s true for firms like Blackstone or Sequoia, but not for us or most firms we know.”

Well, it is true for mega-LBO funds like Blackstone or tip-top-tier VCs like Sequoia – but most firms face a much more challenging fundraising environment. Many have trouble even getting a foot in the door with new limited partners or their gatekeepers. LP allocations might be growing, but so are the fund sizes of their tried-and-true managers. Once follow-on commitments are doled out, there’s not usually much left.

If you’re among those worried about being left out, we invite you to a special MasterClass where you’ll learn winning strategies for getting both first-time and follow-on funds raised. We’ll begin by giving you a general market overview, including a far more detailed analysis than the hackneyed “2007 will be another record year for fundraising.” Then you’ll hear from a distinguished faculty of 20 experts, including--

  • Limited partners, who will discuss what they’re currently looking for, what makes them look away, and how you should look for them
  • General partners, who will discuss what they’ve done right, done wrong, and plan to do next
  • Placement agents, who will discuss what they do, when you should use them (or not), and how to best navigate the fundraising waters
  • Gatekeepers, who will discuss what they do, and where to find the hidden keys

All of our keynotes and panel discussions will include plenty of time for Q&A, and we’ve also built in plenty of free time so that you can interact with faculty members. There is no better place to get answers to specific questions that affect your firm’s fundraising prospects.

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 The Capital Roundtable™, the country's leading educational organization focused exclusively on the information needs of the private-equity community.

Those attending the full-day MasterClass will learn about--

  • Where to find the new limited partners in 2007, both domestic and abroad.
  • The processes that LPs use in selecting funds and managers.
  • How to avoid road-show presentation pitfalls.  
  • Why some LPs are actually shying away from mega-LBO funds.
  • Why LP demand for VC funds might soon outpace supply .
  • Should you use consultants or placement agents?  How do you find and choose one?
  • What techniques other fundraisers have found to succeed – and vice-versa.
  • LP return expectations.
  • Why GP investment cycles are shortening, and how LPs are reacting.
  • 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 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.
  • How legislative requirements like disclosure or Sudan divestment can affect public LP decisions.
  • 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”).
  • And much, much more…

You should attend this MasterClass if you--

  • You are a new GP entering the market
  • Are an existing GP that is interested in refocusing your message.
  • 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’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.
  • Want to learn the fund differentiation points that matter to LPs
  • Want to learn how to make a strong presentation to investors.

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Faculty

Chaired By

  • David C. Turner, Former CEO & CIO, WestLB Mellon Asset Management LLC

Hosted By

  • Burt Alimansky, Chairman, The Capital Roundtable

              & Managing Partner, Alimansky & Bethell Group

Speakers

  • David W. Berchenbriter, Managing Director, BerchWood Partners LLC
  • Todd W. Betke, Of Counsel, Pepper Hamilton LLP (workshop)
  • Paula L. Chester, Consultant , MVision Private Equity Advisers USA LLC
  • Richard G. Coffey, Managing Director, Thomas Capital Group
  • Julia D. Corelli, Partner, Pepper Hamilton LLP (workshop & MasterClass)
  • Marc J. M. Der Kinderen, Managing Partner, 747 Capital LLC
  • Paul J. Echausse, Principal, Bank of New York Capital Markets Inc.
  • Lincoln E. Frank, Managing Partner, Quad Partners LP
  • James Goodman, President, Gemini Investors LLC
  • David M. Kirby, Managing Director, Kirby Capital Advisors (workshop & MasterClass)
  • David M. Mullane, Principal, Quellos Capital Managment LLC (workshop)
  • John M. O'Malley, General Partner, WestLB Mellon Asset Management LLC
  • Daniel R. Primack, Editor-at-Large, Thomson Financial Inc.
  • Thomas Rest, Managing Director, AIG Global Investment Group
  • Jesse E. Reyes, Managing Director, Bear Stearns Asset Management
  • David Scopelliti, Former Head of Private Equity, State of Connecticut
  • Ajay Sharma, Director, Merrill Lynch Private Equity Group
  • Michael B. Staebler, Partner, Pepper Hamilton LLP
  • Marc A. Utay, Managing Partner, Clarion Capital Partners LLC
  • Charles H. van Horne, Managing Director, Abbott Capital Management LLC
  • L. John Wilkerson, Founder & Managing Director, Galen Partners LP
  • Josh A. Wolf-Powers, Partner, Blue Wolf Capital Management LLC
  • additional speakers to be announced...

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Agenda

MasterClass
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 10:30
10:30 - 11:00
11:00 - 12:00

12:00 - 01:00
01:00 - 02:00

02:00 - 03:00


03:00 - 03:15
03:15 - 04:00

04:00 - 05:00

05:00

Workshops
01:30 - 02:00
02:00 - 05:00
02:00 - 05:00

  

Thursday, May 17, 2007
Registration, Networking, Continental Breakfast
Welcoming Remarks & Audience Introductions
First Keynote

Second Keynote
Coffee & Networking Break
First Panel -- What Limited Partners Are Looking For

(Four limited partners that do different sizes & types of deals )
Luncheon & Networking
Second Panel -- How You Should Go to Market

(Four placement agents)
Third Panel -- Structuring & Negotiating Winning Partnership Agreements

(Four Specialists -- a lawyer, a general partner, a limited partner, & a placement agent)
Coffee & Networking Break
Third Keynote
Fourth Panel -- Lessons Learned From Voices of Experience
(Four general partners)

Adjournment

Pre-MasterClass Workshops (optional) Wednesday, May 16, 2007

Registration & Networking
Workshop A-- Road Shows -- Best Practices for Presentations

Workshop B-- Best Practices for Negotiating Limited Partnership
Agreements

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Registration

  • The registration fee is $1595 for the MasterClass and $495 for the Workshop -- or $1995 for both.
  • Double MasterClass! Special Fee for Both P.E. Fundraising and Nuts & Bolts MasterClasses – and the fee is only $2895.
  • At the door, if space is available, the fee is $1695 for the MasterClass and $495 for the Workshop -- or $2095 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 Dana DeMattia at ddemattia@capitalroundtable.com or 212/832-7333 ext 104.

 

Click Here to Register >>     Purchase Audio, Video, Transcript>>


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 10 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 Dana DeMattia at 212/832-7333 ext. 104 or by email at  ddemattia@capitalroundtable.com.

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Location

Midtown Manhattan location in an exclusive private club.

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Purchase Audio, Video, Transcript

Can’t attend but want to see, hear, or read the text of the MasterClass?  Now you can buy the video-on-demand, the audio package, or the written transcripts…all with the handouts from the program. Purchase Audio, Video, Transcript.

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Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the private equity 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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