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Clear the date February 25 on your calendar!

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

An All-NEW MasterClass™

PE Fundraising From

Family Offices & Wealthy Individuals --

How More Private Equity Professionals
Are Finding Success Beyond
The Traditional Institutional LP World

  Attendance Is Limited!

  CLICK HERE to Register Now

                          

  CHAIRED BY

  Diane Sterthous,
Vice President & Director -- Private Assets

The Glenmede Trust Co. NA

 

     Featuring 20 Expert Speakers Including --

  • Ronald J. Biscardi, Context Capital Partners LP

  • J. Lyons Brewer, LB Group LLC

  • Julia D. Corelli, Pepper Hamilton LLP
  • Kenneth A. Fox, Stripes Group LLC

  • Tami L. Fratis, Ballamor Capital Management Inc.

  • Laurence G. Gillston, Independence Capital Partners Inc.
  • Bruce L. Graham, Clearbrook Investment Consulting
  • Gail Guerin, Guerin Associates LLC
  • Lawrence B. Hollin, Arch Street Advisors
  • Scott M. Jenkins, S. M. Jenkins & Co.
  • Elizabeth Jones, Blakely Harbor Advisors LLC
  • J. Mark Jones, River Associates Investments LLC
  • Janna M. Laudato, Hauser Capital Markets

  • Dennis Montz, Sentinel Trust Co.
  • Mark O'Hare, Preqin Inc.
  • David Proctor, Milestone Partners
  • Joseph B. Sindelar, Crossroad Capital Partners LLC
  • Michael B. Staebler, Pepper Hamilton LLP
  • Elizabeth A. Strutzel, Hillspire LLC
  • Jonathan Thomas, Saybrook Capital LLC

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, February 25, 2010

8:00 am – 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 |

Facing all the adversities in raising funds from traditional institutional sources this year, more and more GPs of buyout, growth, venture capital, and mezzanine funds are turning to a less-tapped category of investor -- family office managers and high net worth individuals.

 

Asset managers for single or multiple family fortunes can be a receptive audience for you.  They are definitely seeking growth opportunities -- e.g., a 2009 survey by Family Office Exchange reports liquidity is not an issue for 70% of investors considering private equity allocation.

 

But finding these potential finance sources is a herculean task, and one never as simple as looking in printed directories or searching the web. Whether these financial advisors serve a single high net worth individual or family, or act on behalf of multiple families, they usually value their privacy, so they keep access very limited.

 

And while it’s true that wealthy self-made entrepreneurs are often willing to look at backing “emerging” managers, they’re not looking to simply write a check. They’ll want you to make it worth their while -- in a variety of ways.

 

Then, once you do locate potential investors like these, you can’t just jump in with the same kind of pitch you would use for an experienced institutional investor. Instead, you need to tailor your approach, and it’s not necessarily what you would first expect.

 

That’s why before you can make your case to family office managers or to wealthy individuals, you need to make room on your schedule for The Capital Roundtable’s all-NEW full-day MasterClass™ on PE fundraising from family offices and wealthy individuals --

 

How More Private Equity GPs
Are Finding Success Outside
The Traditional Institutional LP World

 

On Thursday, February 25, in New York, you’ll be able to get the insider’s view of this highly rewarding avenue for 2010 fundraising. You’ll learn who you can approach, how to get their attention, and what terms you need to offer.

 

This is information that you won’t find anyplace else -- not in the law firms’ webinars, not in the trade magazines, not from lunchtime speeches, only right here at our premiere MasterClass on this highly anticipated topic. And when you sign up today, you can save $400 by taking advantage of our special Early Bird Discount!

 

Your Road Map to the People You Want to See.

 

This first-ever MasterClass will help you get in front of the people who control a significant chunk of the money invested in PE funds -- estimated at 10% and growing. You’ll discover what motivates them, what information they expect, what concerns they share, and what deals make their cut.

 

To chair the proceedings, we are proud to have one of the leading authorities in the management of private PE assets, Diane Sterthous, vice president and director of private assets for Glenmede Trust Co. in Philadelphia. Diane oversees Glenmede’s private equity and real estate fund of funds’ investments for their nationwide family, foundation, endowment, and not-for-profit clients -- such as Pew Memorial Trust. She was formerly the director of private equity for the Pennsylvania State Employees Retirement System, a portfolio manager for Public Financial Management, and an assistant portfolio manager for Provident Capital Management. Diane formerly sat on the Endowment Board of the American Red Cross in Washington, DC.

 

20 Family Office Specialists Cover Every Unique Issue.

 

Along with Diane, our panel discussions will feature 20 family office fundraising experts with years of collective experience in making successful investments happen.

 

You’ll hear --

  • Family office managers discuss what they’re looking for before investing.
  • GPs report on their successful recent fundraising from family offices and wealthy individuals.
  • Negotiation specialists talk about best practices in arranging terms and structures.
  • Presentation specialists share the trade secrets of preparing winning pitch books.

You’ll get an up-to-the-minute perspective on these issues and more --

  • How quickly do family office managers usually expect to see a return on their investments?
  • How do you go about identifying family office targets? How true is it that you must be introduced the right way – or even invited? If so, how do you get that introduction?  If not, do cold calls ever work? 
  • How should you tailor your pitches to family offices and high net worth individuals?
  • What presentation materials best help family office professionals assess the value of your opportunity?
  • What are the traps that can lead you to overwhelm rather than correctly impress your potential investors?
  • Why is it so important to demonstrate your commitment to confidentiality?
  • How can you leverage the trend toward consolidation of family offices?
  • Can you use a placement agent, and how do you find the right one?
  • And much, much more.

Don’t Miss Out on This Timely New Opportunity.

 

Like any premiere MasterClass from The Capital Roundtable, we expect this family office program to fill up fast. You’ll be able to network with both fellow attendees and our featured speakers between panel presentations and over lunch, and you’ll leave with vetted information you can put to excellent use the very next day.

 

You should attend this MasterClass if you are an --

  • Emerging manager” looking to raise your first fund.
  • Experienced GP ready to cast your net wider for potential investors.
  • GP who wants to learn how best to pitch to family offices and high net worth individuals.
  • Attorneys and advisors involved with family offices and high net worth individuals.
  • Fund of funds manager who wants to maximize upcoming opportunities.
  • Placement agent seeking new sources for closing young funds.
  • PE communications professionals involved with presentations to family offices and high net worth individuals.
  • Executive search professionals recruiting for the PE industry.

Remember, register with our Early Bird Discount by January 13, 2010, and you’ll save $400 off our standard fee! Please make your reservation now so you’re not disappointed. 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.

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Faculty

Chaired By

  • Diane Sterthous, Vice President & Director -- Private Assets, The Glenmede Trust Co. NA

Hosted By

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

Speakers

  • Ronald J. Biscardi, Managing Director, Context Capital Partners LP

  • J. Lyons Brewer, Partner, LB Group LLC

  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Kenneth A. Fox, Managing Director, Stripes Group LLC

  • Tami L. Fratis, Vice President, Ballamor Capital Management Inc.

  • Laurence G. Gillston, Investor Relations, Independence Capital Partners Inc.
  • Bruce L. Graham, Managing Director, Clearbrook Investment Consulting
  • Gail Guerin, Partner, Guerin Associates LLC
  • Lawrence B. Hollin, Partner, Arch Street Advisors
  • Scott M. Jenkins, President, S. M. Jenkins & Co.
  • Elizabeth Jones, Principal, Blakely Harbor Advisors LLC
  • J. Mark Jones, Partner, River Associates Investments LLC
  • Janna M. Laudato, Managing Director, Hauser Capital Markets

  • Dennis Montz, Vice President, Sentinel Trust Co.
  • Mark O'Hare, Managing Director, Preqin Inc.
  • David Proctor, Principal, Milestone Partners
  • Joseph B. Sindelar, Partner, Crossroad Capital Partners LLC
  • Michael B. Staebler, Partner, Pepper Hamilton LLP
  • Elizabeth A. Strutzel, Chief Investment Officer, Hillspire LLC
  • Jonathan Thomas, Partner & Head--Inv. Relations, Saybrook Capital LLC
  • Additional Speakers to be Announced

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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



05:00

  

Thursday, February 25, 2010
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Introductory Keynote -- Macro Birds-Eye Overview

Chairman’s Keynote -- Finding the Perfect Fit: A Meeting of the Minds

Coffee & Networking Break

First Panel -- Five Family Office Managers Discuss What They’re Looking For -- Especially Now That Successful PE Managers Are Being Turned Away from the Institutions” (This panel features FOMs who back different sizes & types of funds -- plus a moderator.)

Luncheon & Networking

Second Panel -- "Four Specialists in Fund Marketing Describe Best Practices for Preparing Presentations & Pitch Books for Family Offices & Wealthy Individuals” (This panel features a presentations specialist, an investor relations specialist, & 2 placement agents, plus the moderator.)

Coffee & Networking Break

Third Panel -- Four Specialists in GP/LP Agreements Discuss How Best to Negotiate Term Sheets & Structures with Family Office Managers and Individual Investors” (This panel features four specialists -- a Fund CFO, a lawyer, a gatekeeper, & a fund administrator, plus the moderator.)

Fourth Panel -- Four GPs Report Lessons They Learned When They Raised Their Funds from Family Offices ” (This panel features GPs who have recently closed on raising new funds from family offices and wealthy individuals, plus the moderator.)

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Wednesday, January 13 and the fee for the MasterClass is $1095.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, February 5, and the fee for the MasterClass is $1295.
  • 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 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 Thursday, February 18, 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

Private club in midtown Manhattan

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

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