MasterClassTM

Capital Roundtable

 

Co-Host

 

Supporting Organizations

Research Partners

Capital IQ

mergermarket

Media Partners

The Deal

 

 

Partial List of
Past Attendees

14 West LLC

3i Growth Capital

Abbott Capital

Access Self Storage

Allstate Investments

AlpInvest Partners

Alternative Investment Management LLC

Amalgamated Bank

American Capital Ltd.

Anthem Energy

Aqueduct Capital Group

Arcapita Ltd.

Arch Street Advisors

Argosy Capital

Arlington Capital

Atlantic Capital Funding

ATP Private Equity Partners

Avec Capital LLC

Avista Capital Partners

AXA Private Equity

AxeaGroup & Co. LLC

Bank of America

Baroness Private Equity

Benedetto Gartland

Benesch Friedlander

BerchWood Partners

Beringer Capital

Berkery Noyes & Co.

BlackRock Advisors

BlackRock Private Equity

Blue Heron Capital LLC

BMO Capital Markets

BNY Mezzanine Partners

Boyne Capital Partners

BrainNet Supply Management Inc.

Broad Hollow Partners

Brown Brothers

Brynwood Partners LP

Bunge Ltd.

Capital Dynamics Inc.

Castle Inc.

Catalyst Investors LP

Cato Capital LLC

Centura Capital LLC

Churchill Equity Inc.

Context Capital Partners

Cordova Smart

Credit Suisse Customized

FundInvestment Group

Credit Suisse Group

D. E. Shaw & Co. LP

Diamond Equity Partners

Dupont Capital

EdgeStone Capital

Edison Venture Fund

Ernst & Young

Evercore Partners

FdG Associates LLC

Fiducial Inc.

Fondo de Fondos MIC SA de CV

Forbes Private Capital Group LLC

Forum Capital Partners LLC

Franklin Templeton Investments

FTV Capital

Galen Partners LP

GarMark Advisors

Generation Growth Capital Inc.

GenNx360 Capital Partners

Gerson Lehrman Group Inc.

Glocap Search LLC

Goldman Sachs

Gotham Private Equity Partners LP

GTCR Golder Rauner

Guardian Capital

Guardian Life Insurance Co. of America

Halyard Capital

HarbourVest Partners

Harlan Capital Partners LLC

Huntsman Gay Capital

Invesco Private Capital

J. F. Lehman & Co.

J. P. Morgan Asset Management

Jordan Co. LP

Juniper Capital Group

K&L Gates LLP

Lemhi Ventures Inc.

Leveraged Green Energy LLC

Liberty Partners LP

LLM Capital Partners

Longitude Capital

Management Co. LLC

McGladrey

Milestone Partners

Mizuho Securities USA Inc.

Morgan Stanley

NAI Realvest Partners

Navigation Capital Partners Inc.

New York State Common Retirement Fund

NFS Consulting Group

Nimbus Communication Group Inc.

NYPPEX Holdings LLC

Odyssey Investment Partners LLC

Oppenheimer Asset Management Inc.

Osage Partners

Partners Group

PCG Asset Management

Pepper Hamilton LLP

Pine Brook Road

Partners LLC

Pouschine Cook Capital Management LLC

Preqin

Prospect Capital Corp.

Psilos Group Managers

Quadrangle Group

Relativity Capital LLC

RFE Investment Partners

Riverside Co.

RRE Ventures LLC

Safeguard Scientifics

Saw Mill Capital

SJF Ventures LP

SK Capital Partners

Spire Capital Partners

SPP Mezzanine Partners

Stanwich Advisors

StepStone Group LLC

Sullivan & Worcester

Summer Street Capital Partners LLC

Summit Investment Management LLC

Summit Park Partners

Thomas Capital Group

Thomas H. Lee Partners

TJF Acquisitions Inc.

Trillium Group LLC

Tullis Health Investors

Uni-World Capital LP

Veritage Group LLC

Webster Capital LLC

WestLB Mellon

WL Ross & Co. LLC

 

 

Clear the date June 7 on your calendar!

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

ENCORE Conference

For Middle-Market Private Equity

& Mezzanine Investors & Lenders

 

Raising Private Equity Funds

From Institutional Investors

Understanding the Techniques,

The Alternatives, & the Teamwork

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Sheryl Schwartz

Perseus LLC

Co-Hosted by Pepper Hamilton LLP

Featuring 20 Expert Speakers Including --

  • Quint Barker, New York Life Capital Partners LLC
  • Varun Bedi, Tenex Capital Management LP
  • James D. Carey, Stone Point Capital LLC
  • Russell J. Cassella, Credit Suisse Private Equity
  • Adam G. Clemens, Portfolio Advisors LLC
  • Julia D. Corelli, Pepper Hamilton LLP
  • Alan C. Dahl, EDG Partners LLC
  • Michelle M. Davidson, TorreyCove Capital Partners LLC
  • Lee A. Gardella, Adveq Management US Inc.
  • James H. Howe, NovaFund Advisors
  • Patricia Miller Zollar, Neuberger Berman Group LLC
  • Donald D. Nelson, Harken Capital Advisers LLC
  • Jisoo Noh, Hamilton Lane Advisors Inc.
  • Dana C. Pawlicki, Evercore Partners Inc.
  • Christopher A. Rossi, Pepper Hamilton LLP
  • Alice A. Ruth, Willett Advisors LLC
  • Stephen S. Salyer, Atlantic-Pacific Capital Inc.
  • Karen D. Seitz, Fusion Partners
  • Tina Sodhi, Triago
  • Hope E. Vaughn, Corinthian Capital Group LLC



Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY CONFERENCE

Thursday, June 7, 2012

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,

& Other Advisors Who Support Them

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

Whether you’re an experienced GP raising a follow-on fund, or you’re launching a fund for the first time, in 2012 and 2013 it’s going to be harder than ever for you to attract capital from institutional investors.

 

You can be successful -- but it sure isn’t going to happen just by networking.  Now’s the time you must seek good solid expert advice.

 

After all, you know that most pension funds, insurance companies, university and other endowments, sovereign wealth funds, and banks and trusts are pulling back.  

 

They’re skeptical about considering emerging firms, cynical about management fees, and frustrated with new compliance regulations and costs.

 

And you know that the competition is ferocious.  (Even placement agents who make their livelihoods helping GPs are facing hard times.)

 

          That’s why you’ll want to attend The Capital Roundtable’s thirteenth annual full-day  

          conference on the best practices for successfully “Raising Private Equity Funds

          from Institutional Investors” being held in New York City on Thursday, June 7.

 

          Plus we’ll make it an easy decision to sign up today with our money-saving Early

          Bird Rate.  You can take advantage of a generous $400 discount when you respond

          before Friday, April 27.

As chair of this conference, there is no more knowledgeable leader than Sheryl Schwartz,

who has over 22 years of private equity investing experience from both sides of the table, both as a GP and as an institutional LP.

Our keynote presentations and four panel discussions feature 20 experienced experts -- including GPs with funds that they worked hard to create, and LPs who are offering to help you weather this storm.  They will share their real-world perspectives, lessons learned, and insights on fundraising activity for 2012 and 2013.

 

           As a result, you’ll see why this conference for many years has earned the support of  

           the International Limited Partners Association.

 

You can be confident that you can hear what LPs are thinking, what criteria they’re currently following, and what themes are catching their interest.  

 

(For example, you may not have to change or dilute your fund’s strategy to make it attractive.  But you do have to learn how to present it in just the right way to make it appealing to the LP audience.)

 

Great Insights, Wonderful Advice, Time-Saving Tips

 

Sheryl Schwartz is with private equity and mezzanine debt fund management firm Perseus LLC, with offices in Washington D.C. and New York City, Sheryl is primarily focused on the mezzanine debt fund that will invest in small and medium sized companies and for managing investor relations. One of 3 partners on an SBIC Mezzanine Debt Fund including fundraising, sourcing and evaluating mezzanine and structured equity investment opportunities in connection with leveraged buyouts, recapitalizations, and growth financings in lower middle-market companies as defined by the Small Business Administration.

 

Prior to joining Perseus in 2010, Sheryl headed the alternative investment team at TIAA-CREF, one of the most distinguished pension management firms. There she lead a team of 10 professionals and was responsible for all fund, and direct private equity co-investment, and mezzanine debt opportunities sourced from TIAA’s relationships with fund managers. She holds both a BS and an MBA in finance from New York University.

So whether you’re experienced or a first-timer, you’ll hear great advice on what you should be doing right now, such as:

 

  • Don’t shoot in the dark.  Study the techniques that have worked for successful GPs. Listen to advice from LPs who want to be helpful.  And develop a strategic fundraising plan based on recommendations from top tier placement agents who do this day in and day out.
  • Don’t grope for needles in a haystack.  Forget about cold calls to names published in expensive online directories.  And forget about matchmaking sessions in big-city ballrooms, where the odds of success are less than winning a state lottery.
  • Get creative with alternatives.  Need more credibility and track record? Consider starting out as an independent (f/k/a “fundless”) sponsor.  Going it alone?  Consider working with a headhunter to organize a team with specific collective expertise. Beating your head against a wall?  Consider raising a smaller fund to get started. Or revise your industry focus or fees or location or advisory board in your placement documents.
  • Reconsider your targets.  Maybe you don’t want to go to institutional investors at all.  You could look at family offices instead, who have a completely different manner of operating without concern about GAAP or capital charges.

You’ll learn how to differentiate yourself with a relevant fund theme, and how to hone your presentation so you can get a hearing with LPs.  How to get introduced to the right people in the right way, and how to do your homework and create your documents so you avoid wasting time and spinning your wheels.

 

We’ll also explain why choosing the proper channels is more important than ever.  For example, did you know that ironically, LPs generally avoid investing in funds that are too friendly with their senior management.

 

Register now to be assured of the timely answers to questions like these --

  • What is the current attitude of LPs toward middle-market private equity?
  • Are private equity allocations expected to be maintained or decreased for 2012?
  • What fund types are most appealing to today’s institutional investors?
  • How important is it to have a theme for your fund?
  • What are some of the key criteria to be used when choosing a placement agent today?
  • Is this a good time or not to be a first-time fund manager?
  • Which institutional investors are more approachable than others?
  • Who are the fund managers that have done superior jobs of differentiating their funds?
  • Why are the most important points you must make in your presentations?
  • What non-traditional fundraising paths can be fruitful for middle-market GPs?
  • And much, much more.

One Full Day Of Education, Inspiration And Networking

 

This fundraising conference is brimming with fresh new content, along with colleagues and professionals you simply must meet for your future success.  The day’s agenda includes ample time, with session breaks and an open lunch, when you can exchange ideas and business cards with fellow attendees and featured speakers.

 

You should attend this conference 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.
  • Private equity communications professional involved with presentations to investors.
  • Attorney or advisor who represents GPs or LPs.
  • Executive search professional recruiting for the Private equity industry.

 

          Remember, register with our Early Bird Rate by April 27, 2012, 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 Mara Kane at 212-832-7300 ext. 0 or af@capitalroundtable.com.

 

This conference 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 conferences and other events and programs, please visit www.capitalroundtable.com.

 

 

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Faculty

Chaired By

  • Sheryl Schwartz, Perseus LLC

Hosted By

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

Speakers 

  • Quint Barker, Managing Principal, New York Life Capital Partners LLC
  • Varun Bedi, Managing Director & Principal, Tenex Capital Management LP
  • James D. Carey, Principal, Stone Point Capital LLC
  • Russell J. Cassella, Vice President, Credit Suisse Private Equity
  • Adam G. Clemens, Managing Director, Portfolio Advisors LLC
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Alan C. Dahl, Managing Director, EDG Partners LLC
  • Michelle M. Davidson, Managing Director, TorreyCove Capital Partners LLC
  • Lee A. Gardella, Managing Director, Adveq Management US Inc.
  • Michael M. Green, Managing Director & CEO, Tenex Capital Management
  • James H. Howe, Partner, NovaFund Advisors
  • Patricia Miller Zollar, Managing Director, Neuberger Berman Group LLC
  • Donald D. Nelson, Managing Director, Harken Capital Advisers LLC
  • Jisoo Noh, V.P.--Legal Group, Hamilton Lane Advisors Inc.
  • Dana C. Pawlicki, Managing Director, Evercore Partners Inc.
  • Christopher A. Rossi, Partner, Pepper Hamilton LLP
  • Alice A. Ruth, Chief Investment Officer, Willett Advisors LLC
  • Stephen S. Salyer, Partner, Atlantic-Pacific Capital Inc.
  • Karen D. Seitz, Founding Managing Director, Fusion Partners
  • Tina Sodhi, Partner, Triago
  • Hope E. Vaughn, Director, Corinthian Capital Group LLC

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Schedule

 

Conference
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 11:00

11:00 - 11:45

11:45 - 12:45

12:45 - 01:45

01:45 - 02:30
02:30 - 03:30

03:30 - 04:30


04:30

  

Thursday, June 7, 2012

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote
First Panel -- “Five LPs Discuss What They’re Looking For When Picking Funds”
Coffee & Networking Break

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

Third Panel -- “Four Specialists in GP/LP Agreements Discuss Trends in Terms & Conditions”
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 $400 off the standard fee! Register by Friday, April 27, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, May 18, and the fee for the conference is $1195.
  • After that, the standard fee is $1395 for the conference.
  • At the door, if space is available, the fee is $1495 for the conference.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Mara Kane af@capitalroundtable.com or 212-832-7300 ext 0.


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 31 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 Mara Kane at 212-832-7300 ext. 0 or by email at af@capitalroundtable.com.

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Location

The University Club
Council Room -- Seventh Floor
One West 54 Street (at 5th Avenue)
New York City

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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 Dana DeMattia at 212-832-7300 or by email at ddemattia@capitalroundtable.com.

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