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Capital Roundtable

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Clear the date October 7 on your calendar!

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


Tenth Semi-Annual MasterClass

On Succeeding at Fundraising

For PE, VC, & Mezz Firms

New Do's & Don'ts
Of Fundraising in 2010 --

Bucking the Trend,

& Hitting Your Targets

Attendance Is Limited!

CLICK HERE to Register Now

                          

CHAIRED BY

Steven N. Costabile, Managing Director
                   AlG Investments                 

 

Featuring 20 Expert Speakers Including --

  • Beverly A. Berman, Thomas H. Lee Partners
  • B. Martha Cassidy, Capital Dynamics Inc.
  • Blinn M. Cirella, Saw Mill Capital LLC
  • Julia D. Corelli, Pepper Hamilton LLP
  • Christoffer Davidsson, Campbell Lutyens & Co. Inc.
  • Lee A. Gardella, Adveq Management U. S. Inc.
  • Kirk B. Griswold, Argosy Capital
  • Christopher M. Hanrahan, Key Capital Corp.
  • Justin M. Kaplan, BNY Mezzanine Partners LP / Alcentra
  • Robert E. Michalik, Kinderhook Industries LLC
  • Mark O'Hare, Preqin Inc.
  • Dana C. Pawlicki, Neuberger Berman LLC
  • Kirk T. Rostron, The Mt. Vernon Group LLC
  • Howard F. Searing, Dupont Capital Management
  • Ajay Sharma, Bank of America Merrill Lynch
  • John P. Shoemaker, Milestone Partners
  • Marc A. Singer, Osage Partners
  • Michael B. Staebler, Pepper Hamilton LLP
  • Brian K. Welker, Allianz Private Equity Partners Inc.



Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Wednesday, October 7, 2009

8:00 am – 4:45 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 |

Listen closely, and you can hear a soft rumble in the PE market. It’s the sound of LPs taking off the brakes and looking once again to invest. In April alone, an impressive $24 billion in new capital commitments were raised.  

And that’s good news -- to a point.

While the drought of Q1 is behind us, and the opportunities of 2010 are beckoning, yesterday’s fundraising strategies no longer apply. In fact, you can pretty much take long-term strategic thinking off the table until the economy settles back into a predictable pattern.

What you need most of all right now are specific, actionable short-term tactics you can apply over the next few months to achieve traction, regain momentum, and raise your share of the dry powder that’s out there. Forget theory -- you want the know-how on who to see and what you should (and shouldn’t) say.

All of which will be on our table -- The Capital Roundtable’s Tenth Semi-Annual MasterClass™ On Succeeding At Fundraising. This October 7th in New York, we’ll bring you a complete action plan for winning the fundraising game under tough conditions and intense competition. Step-by-step, you’ll discover how to position your fund, find willing LPs, and demonstrate your benefits in a compelling manner.

And here’s one step that you should take immediately. Sign up now, and you’ll receive a $300 Early Bird Discount!

Sooner Than You Think.

Even the most sophisticated capital sources have been hit hard, and they’re taking more time than ever to commit their funds. So this is the time to begin beating the bushes and making your connections for 2010’s activity, even if you’ve spent these past months on the sidelines.

Attend this full-day MasterClass on Wednesday, October 7, 2009, and you’ll be in a prime position to attract new commitments as LPs turn on the flow.

What’s more, market conditions during Q4 may likely be the high point of 2009 -- meaning that capital will be available right now for funds that stand out from the pack.  It’s difficult for vanilla buyout funds to get much attention, but niche funds, smaller middle-market funds, and emerging manager funds are sparking interest. This MasterClass will show you how to differentiate your fund and sharpen your pitch to land the attention of even the most hard-to-please investors.

And few PE professionals are as supremely well qualified to help you keep ahead of the curve than our chairman -- Steven Costabile, managing director and head of the private equity funds group for AIG Investments. Steve is responsible for overseeing all of AIG’s private equity funds investments in the developed markets, as well as sourcing, due diligence, monitoring, product development, and marketing.

Steve’s long history of superior private fund investing includes serving as a vice president at Credit Suisse First Boston in the Private Funds Group, as the senior investment officer of alternative investments for the Commonwealth of Massachusetts, and as the assistant director of venture capital for the Commonwealth of Pennsylvania.

Being first to bring you the information you need to succeed in today’s shifting times 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 serve the needs of middle-market professionals better than traditional media or broad-brush seminar providers.

Expert Advice From Twenty PE Fundraising Specialists.

 

Along with Steve’s wise counsel, you’ll gain a slew of ideas and insights from 20 prominent presenters including GPs, LPs, placement agents, and other industry specialists. You’ll discover what LPs are looking for and what you must do now to get them on your side. You’ll learn how to tailor your pitch to changing realities and replace bull with candor. And you’ll hear who’s raising capital right now and where they’re finding welcome mats.

Attending this full-day MasterClass is an absolute must for both experienced and emerging managers who want to raise real capital, not false hopes. This is invaluable guidance that will stand you in good stead throughout 2009 and well into 2010, with the answers to spur your success --

  • What are the encouraging signs that LPs are ready to rebound?
  • Who is reaching their closings and what techniques are they using?
  • Which sectors have maximum appeal for institutional investors and pension funds?
  • What are the key motivators for an increasingly skeptical LP universe?
  • How can you best demonstrate to LPs the value you bring to the business?
  • How can emerging managers showcase their strengths in lieu of a track record?
  • What are the key fundraising mistakes that give investors instant reasons to say “no”?
  • What language should you use -- and what should you avoid -- in your presentations?
  • How should you tailor terms and conditions so everyone is satisfied?
  • When should you use a placement agent, and how do you choose the right one?
  • And much, much more.

The Earlier, the Better.

 

Our MasterClasses on succeeding at fundraising are always popular, so they fill up fast. So we encourage you to make your plans now to attend this latest offering. While our content will be all-new, our planned opportunities for making contacts and connections will be just as rewarding as ever. You’ll be able to network with both fellow attendees and our featured speakers between panel presentations and over lunch.

You should attend this MasterClass if you are a --

  • General partner who wants to sharpen your positioning and strengthen your presentation.
  • General partner looking to beef up your fundraising techniques for new funds or add-ons.
  • General partner preparing to cast a wider net for potential investors.
  • First-time general partner who wants present yourself in the best light to get funds already allocated for emerging managers.
  • Fund of funds manager who wants to get the jump on new funds and planned opportunities.
  • 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.

Remember, register with our Early Bird Discount by August 28, 2009 and you’ll save $300 off our standard 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 Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@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 LLP for sponsoring this outstanding event. 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

  • Steven N. Costabile, Managing Director, AIG Investments

Hosted By

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

Speakers

  • Beverly A. Berman, Director, Thomas H. Lee Partners
  • B. Martha Cassidy, Director, Capital Dynamics Inc.
  • Blinn M. Cirella, Chief Financial Officer, Saw Mill Capital LLC
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Christoffer Davidsson, Partner, Campbell Lutyens & Co. Inc.
  • Lee A. Gardella, Managing Director, Adveq Management U. S. Inc.
  • Kirk B. Griswold, Founding Partner, Argosy Capital
  • Christopher M. Hanrahan, Managing Director, Key Capital Corp.
  • Justin M. Kaplan, Senior Vice President, BNY Mezzanine Partners LP / Alcentra
  • Robert E. Michalik, Managing Director, Kinderhook Industries LLC
  • Mark O'Hare, Managing Director, Preqin Inc.
  • Dana C. Pawlicki, Global Head--Origination, Neuberger Berman LLC
  • Kirk T. Rostron, Managing Partner, The Mt. Vernon Group LLC
  • Howard F. Searing, Portfolio Manager, Dupont Capital Management
  • Ajay Sharma, Managing Director, Bank of America Merrill Lynch
  • John P. Shoemaker, Partner, Milestone Partners
  • Marc A. Singer, Managing Partner, Osage Partners
  • Michael B. Staebler, Partner, Pepper Hamilton LLP
  • Brian K. Welker, Dir.--Investments, Allianz Private Equity Partners Inc.

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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 - 02:30
02:30 - 03:30



03:30 - 04:30



04:45

  

Wednesday, October 7, 2009
Registration, Networking, & Contiental Breakfast

Welcoming Remarks & Audience Introductions
Introductory Keynote -- Bird's Eye Overview

Chairman’s Keynote -- In-the-Trenches Perspective
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 LP's 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, plus the moderator.)

Coffee & Networking Break
Third Panel -- “Four Specialists in GP/LP Agreements Discuss Trends in Terms & Conditions Given the Uncertain Economy” (This panel features 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 $300 off the standard fee! Register by Friday, August 28, and the fee for the MasterClass is $1195.
  • Premiere Registration Fee -- and save $100 off the standard fee! Register by Friday, September 18, and the fee for the MasterClass is $1395.

  • After that, the standard fee is $1495 for the MasterClass.
  • At the door, if space is available, the fee is $1595 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special 25% discount for 2 or more people.  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 Tuesday, September 29, 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 by email at 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, please contact Kim Racciato at 212/832-7333 ext. 106 or by email at kracciato@capitalroundtable.com.

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