MasterClassTM

Capital Roundtable

Co-Host

Partial List of
Past Attendees

3i Growth Capital

Abbott Capital

Allstate Investments

AlpInvest Partners Inc.

Amalgamated Bank

American Capital Ltd.

Arcapita Ltd.

Argosy Capital

Arlington Capital

Baroness Private Equity

Benedetto Gartland

Benesch Friedlander

BerchWood Partners

Beringer Capital

BlackRock Advisors

Blue Heron Capital LLC

BMO Capital Markets

BNY Mezzanine Partners

Branford Castle Inc.

Brown Brothers

Brynwood Partners LP

Capital Dynamics Inc.

Catalyst Investors LP

Churchill Equity Inc.

Cordova Smart

Credit Suisse Group

D. E. Shaw & Co. LP

Dupont Capital

Edison Venture Fund

FdG Associates LLC

Galen Partners LP

GarMark Advisors LLC

Goldman Sachs

GTCR Golder Rauner LLC

Guardian Capital

Halyard Capital

HarbourVest Partners

Huntsman Gay Capital

Milestone Partners

Morgan Stanley

New York State Common Retirement Fund

Osage Partners

Psilos Group Managers

Quadrangle Group

Safeguard Scientifics

Saw Mill Capital

SPP Mezzanine Partners

Summit Park Partners

WestLB Mellon

 

Media Partners

 

The Deal

Buyouts

VC Experts

Capital IQ

 

Research Partners

 

Clear the date May 13 on your calendar!

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

Eleventh Semi-Annual MasterClass™

On Succeeding at Fundraising

For Middle-Market PE, VC, & Mezz Firms

 

PE Fundraising From

Institutional Investors in 2010

How to Succeed As a Rainmaker --

Despite the Drought

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

  CHAIRED BY

  Kelly M. Williams, Managing Director & Co-Head
Credit Suisse Customized Fund Investment Group   

 

        Featuring 20 Expert Speakers Including --

  • Kristine E. Brandt, Invesco Private Capital
  • Julia D. Corelli, Pepper Hamilton LLP
  • Kristin A. Custar, Jordan Co. LP
  • Michelle M. Davidson, PCG Asset Management LLC
  • Christopher P. Fuller, Uni-World Capital LP

  • Bruce M. Hernandez, Spire Capital Partners LLC
  • Lawrence B. Hollin, Arch Street Advisors
  • Joyce C. Johnson-Miller, Relativity Capital LLC
  • Ashmi Mehrotra, J. P. Morgan Asset Management
  • Robert B. Nolan, Halyard Capital
  • Mark O'Hare, Preqin Inc.
  • Sylvia Owens, Juniper Capital Group LLC
  • Ross M. Posner, Allstate Investments LLC
  • Michael B. Staebler, Pepper Hamilton LLP
  • Benjamin J. Sullivan, Lazard Freres & Co. LLC
  • Bela Szigethy, Riverside Co.
  • Lindsay Todd, Avec Capital LLC
  • David C. Turner, Guardian Life Insurance Co. of America
  • Gregory A. White, Thomas H. Lee Partners LP
  • Andrew L. Zalasin, RRE Ventures LLC

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, May 13, 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 |

While 2009 was a low point for private equity fundraising, 2010 is a new ball game with powerful opportunities for GPs willing to re-think their approach. Sectors matter, differentiation matters, and most certainly presentation matters.

 

Certainly, you’re facing a unique set of challenges as you move forward -- beyond the shortage of available dry powder. Tighter restrictions are facing you as the fallout from the pay-to-play scandals continues. LPs are seeking greater transparency from start to finish. And your performance may not have been as great as you had hoped.

 

Yet even if one hand seems tied behind your back, you still have the advantage over the mega buyout funds that are facing cool, if not chilly receptions. 2010 will be a test of your ability to put together a compelling story, pick the right targets, and communicate it well – and there will be ample rewards for the middle-market firms who do it best.

 

Making your firm one of the winners is the goal of this eleventh semi-annual MasterClass™ from The Capital Roundtable on succeeding at fundraising --

PE Fundraising From

Institutional Investors in 2010

How to Succeed As a Rainmaker --

Despite the Drought

 

You may have attended one or more of our previous fundraising MasterClasses, and if so, you already know how timely our content will be. And if you’re an experienced or emerging manager wanting to raise your share of capital and more in this tough environment, you’ll want to make plans now to join us on Thursday, May 13, in New York.

 

This MasterClass skips the theory and gets right to the meat -- practical, actionable tactics you can put to immediate use over the coming weeks and months. It’s a comprehensive how-to on where to go, who to see, and what to say (and not say.)

 

You’ll discover who’s gaining commitments, what niches are garnering the most interest, and which practices are helping middle-market funds prosper amid today’s increased regulatory activity. Plus you’ll be energized to hear why 2010 may be a better year than the pundits predict for the firms who can differentiate themselves from the pack.

 

And while you have to spend money to raise money, there’s no reason to pay one cent more than you need to. That’s why it’s a great idea to sign up in advance to receive a special low price. Just call or email today to receive our Early Bird Bonus -- a generous $300 Discount!

 

Spend One Day With Us to Raise More Funds and Raise Your Expectations.

 

By attending this MasterClass, you’ll be ready to put your pitch in front of the right people at the right time. The ground rules of presentations have changed, with potential investors expecting full disclosure of gross and net numbers. We’ll show you how to make your case clearly and concisely in under an hour, while avoiding the mistakes that are instant turn-offs.

 

We’ll cover the changing role of placement agents, and explain how government reforms are likely to impact 2010 activities. New York is considering loosening its ban to allow “legitimate” placement agents -- but finders and fixers will still be persona non grata. Other states and municipalities are wrestling with their own disclosure requirements. And the SEC may soon allow registered broker-dealers to act as agents for public pension funds.

 

With no prohibition on internal fundraising, many GPs are increasing their own in-house investor relations staffs. This raises its own set of issues, and you’ll hear what steps you may want to take in order to bolster your operations.

 

We’ll also discuss the set of principles recently released by the Institutional Limited Partners Association, and explain how you can assess whether or not to sign on. Many LPs are asking funds about adoption well before they even consider commitments, and you’ll want to determine if their specific terms and conditions are items you can live with.

 

Returning for an encore performance as chair of this MasterClass is well-known fundraising expert Kelly M. Williams of Credit Suisse Customized Fund Investment Group – serving private equity clients, including endowments, family offices, and large pension funds and managing over $25 billion of client commitments.

 

Kelly co-founded this division of Credit Suisse in 1999. Before that, she was in charge of new product development for private equity at Prudential. Kelly holds a JD from New York University School of Law, and is well versed in the marketing, legal, and financial aspects of PE fundraising.

 

20 PE Fundraising Specialists Bring You Exclusive Insights.

 

On top of Kelly’s perspective, this MasterClass offers facts and advice from 20 prominent fundraising authorities. Four panel discussions will bring together GPs, LPs, placement agents, and other industry professionals whose presentations are packed with knowledge you won’t gain anywhere else.

 

Attend this full-day MasterClass for the real-world answers to your capital needs --

  • How much improvement is expected for U.S. fundraising in 2010?
  • Should you be adopting the ILPA principles, and is there a potential downside?
  • What sectors presently have the most appeal for institutional investors?
  • Are placement agents still able to be effective in assisting middle-market funds raise capital?
  • Is this the time to be beefing up your own investor relations and fundraising staff?
  • What is the best way to demonstrate to LPs your commitment to transparency?
  • How can you show the valuations of your holdings to your best advantage?
  • What are the key presentation mistakes that can instantly sour investors?
  • Why must you watch your words in presentations -- and what should always be said?
  • How can you convince LPs of your worth as an emerging manager?
  • And much, much more.

 

Reply Now Before This Edition Sells Out.

 

Our previous MasterClasses on succeeding at fundraising have consistently filled up quickly. So you will want to make your plans to attend this eleventh edition -- with all-new content -- today, while space is still available.

 

Equally rewarding, this MasterClass will help you make a host of valuable contacts and connections. Built into the day’s agenda are excellent networking opportunities -- at planned breaks and an open lunch -- where you can get to know your fellow attendees and our featured speakers.

 

You should attend this MasterClass if you are a --

  • GP looking to beef up your fundraising techniques for new funds or add-ons.
  • GP 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 funds and new marketing strategies for this demanding regulatory environment.
  • PE communications professional involved with presentations to investors.
  • Attorney or advisor who represents GPs or LPs.
  • Executive search professional recruiting for the PE industry.

Remember, register with our Early Bird Discount by April 2, 2010, and you’ll save $300 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 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 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

Chaired By

  • Kelly M. Williams, Managing Director & Co-Head, Credit Suisse Customized Fund Investment Group   

Hosted By

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

Speakers

  • Kristine E. Brandt, Director, Invesco Private Capital
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Kristin A. Custar, Chief Investor Rel. Officer, Jordan Co. LP
  • Michelle M. Davidson, Managing Director, PCG Asset Management LLC
  • Christopher P. Fuller, Managing Partner, Uni-World Capital LP

  • Bruce M. Hernandez, Partner, Spire Capital Partners LLC
  • Lawrence B. Hollin, Partner, Arch Street Advisors
  • Joyce C. Johnson-Miller, Senior Managing Director, Relativity Capital LLC
  • Ashmi Mehrotra, Portfolio Manager, J. P. Morgan Asset Management
  • Robert B. Nolan, Managing Partner, Halyard Capital
  • Mark O'Hare, Managing Director, Preqin Inc.
  • Sylvia Owens, Managing Director, Juniper Capital Group LLC
  • Ross M. Posner, Director, Allstate Investments LLC
  • Michael B. Staebler, Partner, Pepper Hamilton LLP
  • Benjamin J. Sullivan, Managing Director, Lazard Freres & Co. LLC
  • Bela Szigethy, Co-Chief Executive Officer, Riverside Co.
  • Lindsay Todd, Managing Director, Avec Capital LLC
  • David C. Turner, Managing Director, Guardian Life Insurance Co. of America
  • Gregory A. White, Managing Director, Thomas H. Lee Partners LP
  • Andrew L. Zalasin, General Partner & CFO, RRE Ventures LLC

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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, May 13, 2010
Registration, Networking, & Continental 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"

Luncheon & Networking

Second Panel -- “Four GPs Report Lessons They Learned When They Raised Their Funds

Coffee & Networking Break

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

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

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $300 off the standard fee! Register by Friday, April 2, and the fee for the MasterClass is $1295.
  • Premiere Registration Fee -- save $100 off the standard fee! Register by Friday, April 23, and the fee for the MasterClass is $1495.
  • After that, the standard fee is $1595 for the MasterClass.
  • At the door, if space is available, the fee is $1695 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, May 6, 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 Kim Racciato at 212-832-7333 or by email at kracciato@capitalroundtable.com.

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