MasterClassTM

Capital Roundtable

I attended the last
Fundraising MasterClass
& got so much value,
 
that I’m coming again
& bringing my partner!

Michael A. Novielli
Dutchess Capital




Wisdom & inspiration

from this MasterClass!

Daniel S. Grinberg
Meadow Ridge Capital

Sponsor

Past Attendees:

3i Growth Capital

Abbott Capital

Allstate Investments

AlpInvest Partners Inc.

Amalgamated Bank

American Capital Ltd.

Arcapita Ltd.

Baroness Private Equity

Bear Stearns

Benedetto Gartland

Benesch Friedlander

BerchWood Partners

BlackRock Advisors

BMO Capital Markets

BNY Mezzanine Partners

Branford Castle Inc.

Brown Brothers

Brynwood Partners LP

Churchill Equity Inc.

Cordova Smart

Credit Suisse Group

D. E. Shaw & Co. LP

Edison Venture Fund

FdG Associates LLC

Galen Partners LP

GarMark Advisors LLC

Goldman Sachs

Guardian Capital

HarbourVest Partners

Huntsman Gay Capital

Morgan Stanley

New York State Common Retirement Fund

Psilos Group Managers

Quadrangle Group

Safeguard Scientifics

Saw Mill Capital

SPP Mezzanine Partners

WestLB Mellon

 

Media Partners

 

The Deal

Buyouts

VC Experts

 

Clear the date May 7 on your calendar!
CLICK HERE now to register before it's too late!

Ninth Semi-Annual MasterClass™

On Succeeding at Fundraising

For PE, VC, & Mezz Firms

How to Win at Fundraising

Despite the Funding Famine

Where to Go, Who to See,

What Not to Say

Attendance Is Limited!
CLICK HERE to Register Now

CHAIRED BY

Kelly M. Williams, Managing Director

Credit Suisse Securities (USA) LLC


Featuring 20 Expert Speakers Including --

  • Todd W. Betke, Pepper Hamilton LLP
  • Kristine Brandt, Invesco Ltd.
  • Julia D. Corelli, Pepper Hamilton LLP
  • Kristin A. Custar, Jordan Co. LP
  • Deborah A. Farrington, Starvest Partners LP
  • Jose E. Feliciano, Clearlake Capital Group LLC
  • Michael P. Gaffney, EDG Partners LLC
  • Joseph M. Herman, Park Hill Group LLC
  • Holly D. Holtz, TIAA-CREF
  • Kathleen Jacobs, New York-Presbyterian Hospital / Weill Cornell
  • Jonathan F. Jameson, Probitas Partners LP
  • Kenneth E. Jones, Boathouse Capital LP
  • Eileen E. Kotecki, Juniper Capital Group LLC
  • Corey LoPrete, Credit Suisse Securities (USA) LLC
  • Alan H. Mantel, Snow Phipps Group LLC
  • Eli E. Neusner, EastSide Group
  • Robert B. Nolan Jr., Halyard Capital
  • Mark O'Hare, Preqin Ltd.
  • Brandon S. Park, PCG Asset Management LLC
  • Steve Robling, Liati Group LLC
  • Bela R. Schwartz, Riverside Co.
  • Michael B. Staebler, Pepper Hamilton LLP
  • Diane Sterthous, Glenmede Trust Co. NA
  • David C. Turner, Guardian Life Insurance Co. of America

 

Click Here to Register >>      Purchase Audio Package >>



 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS
Thursday, May 7, 2009
8:00 am - 4:45 pm
New York City

SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOPS (Optional)

Wednesday, May 6, 2009

Workshop A -- Road Shows -- Best Practices for Designing Your Presentation

Workshop B -- Limited Partnership Agreements --

Best Practices for Negotiating Your Terms & Conditions
2:00 pm- 5:00 pm
New York City

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity,
 & Mezzanine Funds, As Well as Officers & Directors of Their Portfolio Companies, Independent Sponsors, and  Investment Bankers, Lenders, Industry Executives, Lawyers, & Other Advisors Who Work With Them

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

No question, fundraising in 2009 will be no easy street.  After five straight years of growth, 2008 saw a decline of 18% for fundraising for U.S.-based PE funds. And LPs who are having trouble making their draw downs aren’t exactly putting out the welcome mat for new opportunities.

 

So are you nuts to be thinking about fundraising strategies at all?

 

Four numbers give the answer -- 2010.  Even if you’re not planning to go to market until Q1’10 or beyond, you’ve got to be building relationships now so you’re in line when the dollars start to flow.

 

And if you decide to compete today for the limited capital available, you’ll want to excel at marketing your fund and to demonstrate a keen understanding of what LPs want to hear.

 

That’s why The Capital Roundtable wants you to know our Ninth Semi-Annual MasterClass™ on Succeeding at Fundraising will be just as timely, just as constructive as its eight predecessors. On May 7 in New York, we’ll light up the path toward fundraising success in this capital-starved market, helping both experienced and emerging managers make valuable contacts, make lasting impressions, and make their financial targets.

 

We’ll also help you make the most of your own capital. When you sign up now, you can receive a $400 Early Bird Discount!

 

Right Time. Right Place.

Successful GPs know that there’s no annual fundraising “season” -- it’s something you have to work on all the time, and you definitely can’t wait until the year you want to do it. So by attending this full-day MasterClass on Thursday, May 7, 2009, you’ll discover the techniques, strategies, and tactics that can place your fund at the head of the class when the deal market is back in session.

 

Which may be sooner than you realize. For all the sturm und drang, 2008 was still the second-highest year in history for fundraising with nearly $266 billion raised by U.S.-based funds. And it’s estimated that across the globe, over $1 trillion in dry powder is ready to be deployed.

Even better news is that although large funds are lowering expectations, middle-market and smaller middle-market funds are in position to snap back.  For example, did you know that New York State’s Common Retirement Fund announced the other day that it plans to expand its private equity emerging manager program by $1 billion over three years?  Its program targets firms with less than $750 million in assets under management as well as firms owned by women and minorities.

If you’re a GP with an attractive market niche … a fresh investment strategy … a knack for distressed PE … this MasterClass is exactly the catalyst to help you differentiate your fund from the pack and gain the confidence of LPs who can come through for you in the future.

 

To help you lay the groundwork and sharpen your pitch, we’re thrilled to have as our chair Kelly Williams, Managing Director and  Co-Head of Credit Suisse’s Customized Fund Investment Group, which she co-founded in 1999.  CFIG manages more than $24 billion of commitments on behalf of its clients, comprised primarily of public and corporate pension plans.  These investments represent over 750 separate fund commitments. In addition,she was formerly in charge of new product development for private equity at Prudential before founding CFIG. With a J.D. from New York University School of Law, Kelly is extraordinarily well qualified to lead the marketing, legal and financial aspects of our MasterClass agenda.

 

Bringing you information and ideas that you won’t find in traditional media is what The Capital Roundtable’s MasterClasses are all about. We’re America’s leading conference organization for the private equity community, and our mission is to help you succeed in both good times and challenging times.

 

Twenty PE Fundraising Specialists Share Up-to-the-Minute Insights.

 

As well as Kelly’s perspective, you’ll hear points of view from 20 prominent presenters including GPs, LPs, placement agents, and other industry specialists. You’ll learn how terms and fees are changing to reflect current conditions. You’ll discover how to identify likely investors and how to tailor your pitch to stressed and struggling LPs.  And you’ll take away a slew of action steps that will help you with your capital search and communication efforts.

 

When you attend this full-day MasterClass, you’ll be exposed to fundraising best practices that will help you approach investors in a more informed, more relevant manner. You’ll benefit from hearing on-target answers to questions that include:

  • Has the economic crisis made fundraising an insurmountable challenge?
  • What are the right ways and the wrong ways to present to LPs today?
  • What sectors and styles are most appealing to institutional investors?
  • How should you justify the methodologies you use to determine portfolio valuation?
  • When should you use a placement agent, and on what terms?
  • How do you best market yourself as an emerging manager?
  • What presentation mistakes are apt to turn off institutional investors and pension funds?
  • How can you negotiate terms and conditions to make agreements a win-win?
  • Why should you be paying close attention what the new administration may do?
  • And much, much more.

Always One of Our Most Popular MasterClasses … with Good Reason.

 

Since we began MasterClasses on successful fundraising, we’ve experienced high interest and capacity seating. That’s why you’ll want to make your plans now to attend this all-new MasterClass. And keep in mind that you’ll enjoy a prime opportunity to make contacts and connections. We’ll schedule plenty of time between panel presentations and over lunch to share ideas with fellow attendees and our featured speakers.

 

You should attend this MasterClass if you are a --

  • General partner looking to beef up your fundraising techniques for new funds
    or add-ons.
  • General partner who wants to improve presentation skills and better target LPs.
  • First-time general partner who wants to get your share of funds already allocated for emerging managers.
  • Placement agent seeking new fund managers and new marketing strategies.
  • PE communications professional involved with presentations to investors.
  • Attorney who represents GPs or LPs.
  • Executive search professionals recruiting for the PE industry.

We also encourage you to attend our afternoon pre-MasterClass Workshops the day before on Wednesday, May 6:

  • Road Shows -- Best Practices for Designing Your Presentation
  • Limited Partnership Agreements --
    Best Practices for Negotiating Your Terms & Conditions.

These optional workshops will go into greater detail on specific tips and tactics you can put to immediate use.

Remember, register with our Early Bird Discount by Friday, March 6, 2009 and you’ll save $400 off our regular fee! So make your reservation now while space is still available. We’ll be looking forward to greeting you. 

For more information, please feel free to contact Heather Sote at 212/832-7333 ext. 111 or hsote@capitalroundtable.com.

 

This MasterClass 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 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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

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Faculty

 Chaired By

  • Kelly M. Williams, Managing Director, Credit Suisse Securities (USA) LLC

 Hosted By

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

 Speakers

  • Todd W. Betke, Of Counsel, Pepper Hamilton LLP
  • Kristine Brandt, Principal, Invesco Ltd.
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Kristin A. Custar, Chief Investor Relations Officer, Jordan Co. LP
  • Jose E. Feliciano, Partner, Clearlake Capital Group LLC
  • Deborah A. Farrington, Partner, Starvest Partners LP
  • Michael P. Gaffney, Managing Director, EDG Partners LLC
  • Joseph M. Herman, Managing Principal, Park Hill Group LLC
  • Holly D. Holtz, Dir.--Private Equity, TIAA-CREF
  • Kathleen Jacobs, Dir.--Investments, New York-Presbyterian Hospital / Weill Cornell
  • Jonathan F. Jameson, Principal, Probitas Partners LP
  • Kenneth E. Jones, Managing Principal, Boathouse Capital LP
  • Eileen E. Kotecki, Managing Director, Juniper Capital Group LLC
  • Corey LoPrete, Vice President, Credit Suisse Securities (USA) LLC
  • Alan H. Mantel, Partner, Snow Phipps Group LLC
  • Eli E. Neusner, Managing Director, EastSide Group
  • Robert B. Nolan Jr., Managing Partner, Halyard Capital
  • Mark O'Hare, Managing Director, Preqin Ltd.
  • Brandon S. Park, Senior Vice President, PCG Asset Management LLC
  • Steve Robling, Managing Director, Liati Group LLC
  • Bela R. Schwartz, Chief Financial Officer, Riverside Co.
  • Michael B. Staebler, Partner, Pepper Hamilton LLP
  • Diane Sterthous, V.P. & Managing Director, Glenmede Trust Co. NA
  • David C. Turner, Managing Director, Guardian Life Insurance Co. of America

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Schedule

Workshop
01:30 - 02:00
02:00 - 05:00



02:00 - 05:00



MasterClass

07:30 - 08:30 08:30 - 09:00

09:00 - 09:45


09:45 - 10:30

10:30 - 11:00
11:00 - 12:15


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


02:15 - 02:30
02:30 - 03:30



03:30 - 04:30



04:45

  

Wednesday, May 6, 2009 (optional)

Registration & Networking
Workshop A -- Road Shows -- Best Practices for Designing Your Presentation   (This workshop features four specialists- a presentation coach, a placement agent, an LP, & a GP.)

Workshop B -- Limited Partnership Agreements -- Best Practices for Negotiating Your Terms & Conditions (This workshop features four specialists -- a lawyer who represents GPs, a lawyer who represents LPs, a GP, & an LP.)


Thursday, May 7, 2009

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- Bird’s-Eye Overview -- Mark O'Hare, Managing Director, Preqin Ltd.

Chairman’s Keynote -- In-the-Trenches Perspective -- Kelly M. Williams, Managing Director, Credit Suisse Securities (USA) LLC
Coffee & Networking Break

First Panel -- Five LPs Discuss What They’re Looking For -- Especially Now That the Recession Is Wreaking Havoc for Many of Their Peers (This panel features LPs who back different sizes & types of funds, plus the moderator.)

Luncheon & Networking
Second Panel -- Four GPs Report Lessons They Learned When They Raised Their Funds

(This panel features GPs who have recently closed on raising new funds.)

Coffee & Networking Break
Third Panel -- “Four Specialists in GP/LP Agreements Discuss Trends in Terms & Conditions Given the Uncertain Economy”

(This panel features four specialists -- a lawyer, a fund CFO, a fund investor relations manager, & a gatekeeper, plus the moderator.)

Fourth Panel -- Four Prominent Placement Agents Explain the Do’s & Don’ts of How You Should Go to Market

(This panel features placement agents who work with different sizes & types of clients, plus the moderator.)

Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, March 6, and the fee for the MasterClass is $1495 -- or $1895 for both the MasterClass and Workshop.
  • Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, April 10, and the fee for the MasterClass is $1695 -- or $2095 for both the MasterClass and Workshop.
  • After that, the regular registration fee is $1895 for the MasterClass -- or $2295 for both the MasterClass and Workshop.
  • At the door, if space is available, the fee is $1995 for the MasterClass -- or $2395 for both the MasterClass and Workshop.
  • Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Samantha Feldman sfeldman@capitalroundtable.com or 212/832-7333 ext 112.

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, April 30, 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 Samantha Feldman at 212/832-7333 ext. 112 or sfeldman@capitalroundtable.com.

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Location

University Club

1 West 54th Street

New York, NY 10019

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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, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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