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A MasterClass by the New York Capital Roundtable

Wednesday, May 26, 2004

NEW LOCATION

New York City Bar Association

42 West 44th Street, New York City
8:00 am - 5:00 pm

Earn CLE Credits

Chaired by Steven N. Costabile, Managing Partner & Head of Private Equity Funds,

AIG Global Investment Group

Designed to Meet the Needs of General Partners of Venture Capital,

Private Equity, & Secondary Funds Who Want to Raise New Funds in 2004,

as well as Lawyers, Accountants, & Advisors Who Support Them

When You Leave This MasterClass, You'll Know:

•	How you position a VC fund to compete for the limited pool of available capital.
•	Why the window for smaller middle-market buyout funds is enticingly open, and why these funds must go to market quickly, before it closes.
•	What performance LPs really expect relative to other funds and to other asset classes.
•	The processes that different LPs use in selecting funds and managers.
•	Should you use consultants or placement agents? How do you find and choose a good one?
•	What are winning strategies to make your road show compelling.
•	How you can position your second funds when your first fund hasn't yet proven itself.
•	The best way to present your fund’s track record so it may be viewed as a successor to the brand names that emerged 15 years ago.
•	What techniques other fund-raisers are using to succeed.
•	And much much more…

FACULTY:

Chaired by -

•	Steven N. Costabile, Managing Partner & Head of Private Equity Funds, AIG Global Investment Group

Hosted by--

•	Burt Alimansky, Managing Director, Alimansky Capital Group Inc., Chairman, New York Capital Roundtable

Speakers Include-

•	Jyoti Aggarwala, Managing Director, Thomas Capital Group LLC
•	Jeffrey Barman, Portfolio Manager, GM Capital Partners
•	Andreas Beroutsos, Partner, Co-founder, Private Equity Practice, McKinsey & Co.
•	Robert D. Brown, Managing Director, Carlyle Group LLC
•	Paula L. Chester, Director, MVision Private Equity Advisers LLC
•	Philip J. Dunne, Chief Financial Officer -- Alternative Investments, AIG Global Investment Group
•	Andrew S. Janower, Managing Director, Charlesbank Capital Partners LLC
•	John K. Kim, Partner, Capital Z Securities LLC
•	Richard W. Levandov, General Partner, Masthead Venture Partners
•	Arthur J. Marks, General Partner, Valhalla Partners LP
•	Dale J. Meyer, Partner, Probitas Partners
•	Steven Millner, Managing Director, BISYS Private Equity Services
•	Elliot R. Royce, Managing Director, Allianz Private Equity Partners
•	Sheryl Schwartz, Managing Director, TIAA-CREF
•	John R. Wolak, Executive Director, Morgan Stanley
•	Additional speakers to be announced

More than half the world’s private equity and venture capital firms say they plan to raise new funds before the end of this year. So (to say the least) the competition is stiff, and the process promises to be protracted and challenging.

Still, there’s a great deal of capital available. Many institutional investors and funds-of-funds have been sitting on cash hoards for the past three years, some are having their allocations limited by prominent GPs who plan to take down smaller amounts, and a few are being excluded altogether by GPs who worry that the confidentiality of their portfolio data may be compromised.

The purpose of this special New York Capital Roundtable MasterClass is to give you the opportunity to hear from seasoned experts about tactics and strategies you can use to maximize your chances for success in closing your next fund, in attracting the best limited partners, and in getting the best possible terms.

If you have a new or emerging or follow-on venture fund, and you’re worried about your chances for raising capital, or a smaller middle-market private equity fund, and you want to nail down commitments while the market is hot, you can’t afford to miss this information-packed day.

This MasterClass is chaired by Steve Costabile, who heads the private equity funds unit of the Global Investment Group of American International Group Inc., the giant international financial services company. Under Steve’s direction are 280 funds, which have committed capital of about $5 billion in private equity, venture capital, and secondaries. Joining him will be 15 other speakers, including limited partners, placement agents, fund-of-fund managers, consultants, attorneys, and accountants who are all well-versed in fund-raising. The final panel consists of GPs who have been through the experience, and share their hard-win lessons learned.

Plenty of free time is built into this program so you can interact with the 15 faculty members, and get answers to the particular questions that are pressing for you and the members of your team.

SCHEDULE:

07:30 - 08:30	Registration, Continental Breakfast & Networking
08:30 - 09:00	Welcoming Remarks & Audience Introductions
09:00 - 09:45	Background & Outlook For Fund-raising
09:45 - 10:15	Coffee & Networking break
10:15 - 11:00	Fund-raising For Follow-on & First-time Funds
11:00 - 12:15	What Limited Partners Are Looking For
12:15 - 01:15	Luncheon & Networking
01:15 - 02:15	How You Should Go To Market
02:15 - 03:15	Structuring & Negotiating Winning Partnership Agreements
03:15 - 03:45	Coffee & Networking break
03:45 - 05:00	Lessons Learned From Voices of Experience
05:00	Adjournment & Networking

LOCATION:

	Harvard Club of New York 27 West 44th Street (between Fifth and Sixth Avenues) Midtown Manhattan
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AUDIOTAPES:

	Can't attend but want to hear the program? You can buy the audiotapes along with the handouts for $495. To purchase, please use this link.
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CLE CREDIT:

	CLE Credits are pending for this program.
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350 Madisone Avenue, Suite 1600, New York, NY 10017

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