Capital Roundtable


Association Partners

Research Partners


Media Partners

The Deal




Partial List of
Past Attendees

1st BridgeHouse Securities LLC

747 Capital LLC

Able Strangers LLC

AdmieMobile LLC

Advanced Finance & Investment Group LLC

Adveq Management AG

AEP Capital LLC

Akila Capital Management LLC

Aladdin Capital Holdings

Alternative Energy Capital Advisors

American Realty Capital

American Securities Capital Partners LLC

American Working Capital

Anchin Capital Advisors

Apposite Capital

Aranca US Inc.

Arch Street Advisors


Argentum Group

Asia Society

Atlantic-Pacific Capital Inc.

Atlas Holdings LLC

Aurelian Capital Partners

AxeaGroup Co.

Azalea Capital LLC

Balance Point Capital Partners

Ballamor Capital

Barclays Capital

Barrett Capital Corp.

Baymark Partners

Bayshore Capita

BCA Mezzanine Fund

BCS Placement

Beacon Bay Holdings

Beckett Gas Inc.

Beringea LLC

Berkery Noyes & Co.

Blackstone Group LP

Blakely Harbor Advisors

Blue Heron Capital

Blue Point Capital Partners

Blue Wolf Capital Partners LLC

Bowlmor Lanes

Bradford Equities Management LLC

Brass Ring Capital

Breakaway Ventures

Breakwater Investment Management LLC

BrightWork Capital

Brittany Capital Group

Broadline Capital LLC

Broadway Partners

Brook Park Capital

Brookfield Asset Management Inc.

Brynwood Partners

Caisson Capital Partners

Capitol Q Restaurants

Capstone Partner

Capwell Partners

Caymus Equity Partners LLC

Centinela Capital Partners LLC

Centura Capital LLC

Cerca Group LLC

Ceres Partners

Chadbourne & Parke

Chanticleer Holdings

Chrystal Capital Partners

Citi Private Bank


Clearbrook Investment Consulting LLC

Closed Loop Capital

Cloud Capital Partners LLC

CloveHitch Partners

Coady Diemar Partners LLC

Colville Capital

Connell Co.

Consumer Growth Partners

Contemporary Healthcare Capita

Context Capital Partners

Core Energy Partners

Cornerstone Capital

Court Square Ventures LLC

Creative Commercial Funding Inc.

Credit Suisse Customized Fund Investment Group

Crescendo Partners

Crescent Bay Holdings LLC

Cresco Advisor

Cross Atlantic Capital Partner

Cross Border Capital Development Ltd.

Crossroad Capital

Cutlass Capital LLC

D. E. Shaw Direct Capital LLC

David N. Deutsch & Co. LLC

Denning & Co. LLC

Devon Value Advisers

Diamond Equity Partners

Discovery Americas

Dolphin Capital Group

Dune Real Estate Partners LP

DVO Real Estate Holdings LLC

Eagle Rock Advisors LLC

Easton Capital Investment Group

EastSide Group

EBF & Associates

EcoPower Capital LLC

EdgeLine Capital Partners LLC

EdgeStone Capital Partners Inc.

EIV Capital Management Co. LLC

Enhanced Capital Partners LLC

Environmental Capital Partner

Esquire Bank

Eureka Growth Capital Management LP

Evans Hagen & Co.

Evercore Partners

Family Office Services

Family Venture Management LLC

Farragut Capital Partners LLC

Fenway Partners


Fifth Third Bank NA

FIS Mezzcap LLC

Forbes Private Capital Group LLC

Forum Partners Investment Management LLC

Fremont Private Holdings

Friedman LLP

FTV Capital

Fundamental Advisors

Galeao Partners

Gemini Investors

General Atlantic

Geneva Glen Capital

GenSpring Family Offices

Genuity Capital Partners

Gladstone Securities LLC

Glenmede Trust Co.

Global Infrastructure Services LP

Globalist Capital Management

Godel Capital LLC

Golden Seeds LLC

Gores Group LLC

Gotham Revival Fund

Grant Thornton LLP

Great Road Capital

Green Cay Asset Mgmt.

Grey Mountain Partners LLC

Griffin Realty Advisors

GRL Capital Advisors

Grove Street Advisors

Grubb & Ellis New York

Gruss Asset Management LP

Gryphon Investors

Guerin Associates

Guggenheim Partners LLC

Gustafson & Co.

Hamilton Lane Advisors Inc.

Hammond Associates | Mercer

Hauser Capital Markets

Heritage Partners

Hicks Equity Partners LLC

High Street Capital

Highland Capital Management LP

HighPoint Capital Management LLC

Highstar Capital LP

Hilbert Peers & Young

Hillspire LLC

Hudson Ferry Capital LLC

Hudson Partners Group

Hudson Venture Partners

Hunt Private Equity'

Imperial Capital Group

Independence Capital

Ingleside Investors

Innovation Accelerator LLC

Integration Capital & Trade Inc.

Inverness Graham Investments

Investcorp International Inc.

Ironwood Partners LLC

Irving Place Capital


J. H. W. Greentree Capital

Jade Capital

January Partners

Jefferies Group Inc.

Jewish Communal Fund

John Lilly Strategic Insights LLC

Johnson & Johnson

K&L Gates LLP

KEI Capital LLC

Kidd & Co. LLC

Kingsland Capital Management LLC

Kirby Capital Advisors

Kirtland Capital Partners

Knight Capital Partners

Kohlberg Kravis Roberts & Co. LP

Lakeshore Food Advisors LLC

Lancaster Group Holdings LLC

Larsen MacColl Partners

Latin American Venture Capital Association

LB Group LLC

Leading Ridge Capital

Legion Enterprises

Lehrman Family Partnership LLC

Lenox Hill Capital

Lime Rock Management

Lion Chemical Capital LLC

Longroad Asset Management LLC

LongueVue Capital

Luther King Capital

Madison Williams & Co. LLC

Madison Williams Private Capital Solutions

Mainsail Partners

Malkin Properties

Management Capital Holding AG

Mansa Capital

MBH Enterprises

M. C. Alcamo & Co. Inc.


McGuireWoods LLP

McKee Group

MCM Capital Partners

MDCM Partners LLC

Meyer Ventures

Merlin Nexus

Metcircle Networking


Midwest Mezzanine Funds

Mile Square Capital

Milestone Partners

Mission Operations Group

Mistral Equity Partners

Monument Group

Morgan Keegan

Morgan Stanley Smith Barney LLC

Morgenthaler Ventures

MR Investment Partners

MTN Capital Partners

Mycelium Holdings

National City Equity Partners LLC

New Boston Fund

New Trier Partners

Newlight Asset Partners LLC

Newport Global Advisors LP

NewWorld Capital Group

NGEN Partners LLC

Nine Thirty Capital Management LLC

Nonpareil Capital

North Castle Partners LLC

Northern Lights Capital Group LLC

Offit Capital Advisors

Olympus Capital Holdings Asia

OpenAir Equity Partners

Optimus Publishing Inc.

Orbis Technologies Inc.

Orrick Herrington & Sutcliffe LLP

Osage University Partners

Pacific Community Ventures LLC

Pairs Perfect Capital LLC

Paragon Capital LP

Pathway Capital

Pepper Hamilton

Performance Trust Investment Advisors

Perseus LLC

Pharma Capital Partners LP

Philadelphia Private Capital LLC

Philanthropic Capital Group

Phillips Edison

Pillsman Partners

Pine Brook Road Partners LLC

Pitcairn Trust Co.

PitchBook Data Inc.

Pomona Capital LP

Pontus Capital Management

Post Capital Partners

Pouschine Cook Capital Management

Praetorian Group


Presidential Financial Corp.

Prime Natural Resources Inc.

Privcap LLC

Probitas Partner

Prudential Capital

Pulse Equity Partners LLC

Quabbin Capital

Quest Hospitality Ventures

Quilvest USA Inc.

Radius Ventures

RBC Capital Markets Corp.

Realterm Global

Realty Capital Securities LLC

Regis Management

Renaissance Strategic Advisors

Resonant Music Fund

Resource Financial Institutions Group

Ridgewood Energy

River Associates

River Capital Inc.

Rockefeller Financial

Rohatyn Group

Ropart Asset Management Funds

Rosen Seymour Shapss Martin & Co. LLP

Rothstein Kass & Co.

Rural American Fund

Russell & Co. Inc.

S&P Capital IQ

S. M. Jenkins & Co.

S. R. Capital Advisors

Safeguard Scientifics

Saybrook Capital

SeaCap Partners

Seacoast Capital

Seaport Capital

Sentinel Trust Co.

Shore Points Capital Management LLC

Sigma Capital Partners LLC

Signet Enterprises

Siguler Guff & Co.

Silver Oven Studios

Sixpoint Partners

Solamere Capital

Source Capital Group

Southeast Capital Companies LLC

Spouting Rock Consulting

SPP Mezzanine Partners

Spring Capital Partners LP

Square 1 Bank

SRP Capital

Stairway Capital

Staley Capital Management LLC

Stelliger Real Estate Partners

StepStone Group LLC

Stonebridge Business Partners

Stonebridge Partners

Stripes Group LLC

Summerhill Venture Partners

Summit Park Partners

Sun Over Jupiter Broadcasting Inc.

Sunrise Equity Partners

Sweet 100 LLC

Synergenz Bioscience Inc.

Tancho Innovation Capital

Tellurian Partners

TerraNova Capital Partners Inc.

Themis Management LLC

Thomas H. Lee Partners LP

Ticonderoga Capital

Tillery Capital LLC

Title Capital Management LLC

Tocqueville Asset Management LP

Top Tier Capital Partners LLC

TorQuest Partners Inc.

Triad Alpha Partners

Trivest Partners LP

Tullis Health Investors

Turnbridge Capital

U. S. Small Business Administration

U. S. Trust Bank of America Private Wealth Mgmt.

Upsher Management

Vail Capital Partners

Vanterra Capital

Venatus Capital Partners LLC

VenGrowth Asset Management Inc.

Veronis Suhler Stevenson Partners

Viola Group

Virginia Commercial Finance Inc.

Viscogliosi Brothers

VO2 Partners

Waveland Investments LLC

Wealth Partners Capital LLC

Weinberg & Bell Group

White Wolf Capital

Willco Companies

Wildcat Capital Management LLC

Windage Capital

Winona Capital Management LLC

Wyatt Matas & Associates

Yellow Wood Partners LLC

Clear the date February 14 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 Family Offices

& Wealthy Individuals --
New Models, New Ways of Thinking, New Structures


  Attendance Is Limited!

  CLICK HERE to Register Now


Laurence W. Levi, CEO
VO2 Partners


20 Expert Speakers, including --

Jamie W. Barrett, LBCW Investments

Shane McRann Bigelow, Bernstein Global Wealth Management

C. Andrew Brickman, Baird Capital Partners

Seema K. Chetal, Bank of America Merrill Lynch

Julia D. Corelli, Pepper Hamilton LLP

Timothy W. Cunningham, Touchstone Group LLC

Marc J. M. derKinderen, 747 Capital LLC

Tami L. Fratis, Meidlinger Partners

H. Christopher Frigon, Family Office Co.
Todd A. Goergen, Ropart Asset Management Funds

Rakesh K. Jain, Green Brook Capital Management LLC

David M. Kirby, Kirby Capital Advisors LLC

Douglas A. Korey, Contemporary Healthcare Capital LLC

Bart J. Molloy, Monument Group Inc.
Mark O'Hare, Preqin
Anders Petersen, VO2 Partners

Michael S. Pfeffer, Post Capital Partners LLC

David G. Proctor, Milestone Partners

Thomas J. Rest, Credit Suisse Customized Fund Investment Group

Christopher A. Rossi, Pepper Hamilton LLP

Jonathan Schwartz, NewSpring Capital

Joseph V. Walker, Freeport Financial LLC
Martin Whittaker, Sonen Capital LLC


Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>



Thursday, February 14, 2013

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 |

More and more wealthy families and individuals -- and their advisors -- are investing in private equity funds – and even making direct investments in companies.

What’s more, they’re appreciating non-traditional approaches. New models, new structures, new ways of thinking. For instance, even backing independent private equity sponsors (fka, “fundless” sponsors).

You’ll hear how to locate and approach these typically secretive capital sources. After all, you can’t just google “family offices” and expect to find a meaningful list – they have absolutely no interest in branding themselves.

You’ll find just how to reach these elusive investors at The Capital Roundtable’s full-day encore conference, on Thursday, February 14, 2013 in New York.


With its need to protect the confidentiality of individuals’ wealth, the family office marketplace can be difficult to break into.  Both single-family and multi-family offices operate very differently from institutions.  They have no disclosure regulations and are not saddled with asset and liability matching requirements.


And the funds that family offices control are greater than many PE firms realize.  Investable assets can range from $25 million to $25 billion.


This makes family offices a more consistent source of capital than the institutional marketplace. Endowments and foundations have been hurt by the liquidity crunch, and must often make decisions based solely on time frames and return parameters.  In comparison, family office managers have ever‑evolving needs, so any time is a good time to make their acquaintance.

We’re delighted to announce that Laurence W. Levi, president and CEO of VO2 Partners in New York City will be chairing this encore conference on Thursday, February 14. With more than 20-years of experience working with entrepreneurs to drive corporate strategy, mergers & acquisitions and corporate development, Laurence will be sharing his extensive knowledge and key relationships.

Before founding VO2, Laurence founded Levi Littell Herbst & Co., a boutique investment bank with offices in New York, Chicago and London. Laurence was previously a transactional attorney at Latham & Watkins LLP, the head of strategy and M&A at the Kleiner Perkins-backed e-commerce firm EthnicGrocer, and global head of strategy and M&A at software company Transora Inc.

Laurence received his JD with honors from Columbia Law School and he received a BA with honors from the University of Wisconsin. He is a FINRA Series 7 and 63 registered representative and a board member of Transportation Alternatives and Triathlon America.
          If you want to get a 360˚ insider’s view of this highly desirable marketplace, make           plans now to join us.

          Plus there’s no searching required to take advantage of our Early Bird Discount.  

          Simply sign up before January 4 for this conference, and you will automatically

          receive special savings of $400!


20 Family Office Specialists Reveal Their Strategies & Tactics


We’ll have 20 knowledgeable speakers taking part in four brand-new panel presentations.  You’ll hear from prominent family office managers, GPs working with family office managers and wealthy individuals, plus PE industry specialists in making fundraising presentations, preparing pitch books, negotiating GP/LP agreements and arranging deal structures.


At our conference, we’ll explore best practices in developing and cultivating the relationships that are all-important.  It takes time to earn the confidence and trust of family office managers, and you need to present yourself in a memorable, meaningful way.  Quite often, individual family offices have ties to a particular industry due to heritage issues or philanthropic matters; your task is to identify and capitalize on these leanings.


We’ll cover the new role of family office consultants -- gatekeepers whose mission is to provide a first line evaluation of potential GPs.  It’s a boon to pass muster with these consultants and earn a place on their approved list -- many serve multiple family office clients and can expand your opportunities.


And we’ll explain how placement agents can help you get introduced to family offices you may not be able to reach on your own.  You’ll hear the best approaches to finding a good placement agent -- the questions to ask, the references to check and the fees to expect.


We’ll also discuss what you need to know about finding capital overseas.  While family offices in Europe and Asia have traditionally sought out larger established PE firms, the pendulum is swinging as the world grows smaller.


Register now to gain insight into these and other frequently-asked questions --


  • Are family offices and wealthy individuals becoming more or less committed to private equity?
  • What are some of the main challenges that affect fundraising from family offices and wealthy individuals?
  • How can you gain the trust of family offices that are overly cautious about risk and/or sticklers for transparency?
  • How does the flexibility of family offices compare to that of larger institutional investors?
  • What are the best ways for GPs to locate and approach family office managers -- cold calls, personal introductions, or both?
  • What are the middle-market sectors that seem to be most attractive to family offices and wealthy individuals today?
  • What are the key differences between domestic family offices and those based in Europe, Asia, the Middle East, and Latin America?
  • What are today’s best practices for making presentations to family offices?  What common mistakes should GPs avoid?
  • What are the pros and cons of using placement agents for reaching family offices and wealthy individuals?
  • What key practices should GPs follow in meeting family offices’ needs for confidentiality?
  • And much, much more.


Meet The People Who Can Expand Your Family Circle.


This conference is one of the very few places where you can network with hard-to-find family office professionals.  We’ve built ample time into the agenda, including session breaks and an open lunch, where you can make contacts and connections with both your peers and our featured speakers.


You should attend this conference if you are a --

  • Emerging manager looking to raise your first fund.
  • Experienced GP ready to cast your net wider for potential investors.
  • GP wanting to learn how best to pitch to family offices and wealthy individuals.
  • Family office manager seeking benchmarks to gauge your performance.
  • Fund of funds manager who wants to maximize upcoming opportunities.
  • Attorney or advisor involved with family offices and wealthy individuals.
  • Placement agent seeking new sources for closing young funds.
  • PE communications professional involved with presentations to family offices and wealthy individuals.
  • Executive search professional recruiting for the PE industry.


          Remember, register with our Early Bird Rate by January 4, 2013, 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


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

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Chaired By

  • Laurence W. Levi, President & CEO, VO2

Hosted By

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


  • Jamie W. Barrett, Vice President, LBCW Investments
  • Shane McRann Bigelow, Director, Bernstein Global Wealth Management
  • C. Andrew Brickman, Partner, Baird Capital Partners
  • Seema K. Chetal, Senior Equity Portfolio Manager, Bank of America Merrill Lynch
  • Julia D. Corelli, Partner, Pepper Hamilton LLP
  • Timothy W. Cunningham, President, Touchstone Group LLC
  • Marc J. M. derKinderen, Managing Partner, 747 Capital LLC
  • Tami L. Fratis, Senior Adviser, Meidlinger Partners
  • H. Christopher Frigon, Director, Family Office Co.
  • Todd A. Goergen, Managing Partner, Ropart Asset Management Funds
  • Rakesh K. Jain, Managing Partner, Green Brook Capital Management LLC
  • David M. Kirby, Managing Director, Kirby Capital Advisors LLC
  • Douglas A. Korey, Managing Director, Contemporary Healthcare Capital LLC
  • Bart J. Molloy, Managing Director, Monument Group Inc.
  • Mark O'Hare, Managing Director, Preqin
  • Anders Petersen, Principal, VO2 Partners
  • Michael S. Pfeffer, Managing Director, Post Capital Partners LLC
  • David G. Proctor, Partner, Milestone Partners
  • Thomas J. Rest, Partner, Credit Suisse Customized Fund Investment Group
  • Christopher A. Rossi, Partner, Pepper Hamilton LLP
  • Jonathan Schwartz, Partner & CFO, NewSpring Capital
  • Joseph V. Walker, Managing Director, Freeport Financial LLC
  • Martin Whittaker, Managing Director, Sonen Capital LLC

Additional speakers to be announced

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07:30 - 08:15
08:15 - 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


Thursday, February 14, 2013

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Chairman’s Keynote -- "Lessons Learned from Raising Capital from Family Offices”

Panel 1 -- War Stories from Five Successful GPs -- Lessons They Can Teach From the Process of Raising Funds from Family Offices & Wealthy Individuals
Coffee & Networking Break

Panel 2 -- “Best Practices from Four Specialists in Fund Marketing -- How to Prepare Presentations & Pitch Books for Family Offices & Wealthy Individuals”
Networking Luncheon
Afternoon Keynote -- Forecast of Family Office Commitments to Private Equity Fund in 2013

Panel 3 -- “Negotiating GP/LP Agreements -- Four Professionals Discuss What to Expect Now That LPs Have the Upper Hand”
Panel 4 -- “Why We Like Middle-Market Private Equity More & More -- Four Family Office Managers Describe Where They Are Allocating Capital & What They Want from GPs”
Networking & Adjournment

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  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, December 21, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, January 11, 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 at 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,February 7 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 212-832-7333 ext. 0 or by email at

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A private club in New York City (Jacket and tie required)

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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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The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Marti Wheat at 212-832-7300 or by email at

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