MasterClassTM

New York Capital Roundtable

Partner

Practising Law Institute

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Thomson Financial The Deal Capital IQ

FUNDRAISING FOR PE & VC FIRMS--
BEST PRACTICES FOR FOLLOW-ON
& STARTUP FUNDS

Featuring 18 Leading Experts

A MasterClass by the New York Capital Roundtable

Wednesday, October 13, 2004
Pre-Conference Workshops (optional) -- Tuesday, October 12


University Club, New York City

Earn CLE Credits

MasterClass 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 2005,
as well as Lawyers, Accountants, & Advisors Who Support Them

Faculty | Agenda | Schedule | Registration | Location | Audiotapes | CLE Credit

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...

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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. and Chairman, New York Capital Roundtable

Speakers Include

  • Alex Bangash, Managing Director, Rumson Capital Advisors
  • Marc Bonavitacola,  Investment Officer, SVG Capital Partners PLC
  • Dennis J. Crilly, Vice President & Assistant General Counsel,
    AIG Global Investment Group
  • Reidan A. Cruz, Principal, Probitas Partners (Workshop A)
  • Paul F. Delaney, Associate Director, Bear Stearns & Co. Inc.
  • Philip J. Dunne, Chief Financial Officer, AIG Global Investments Group
  • George C. Gaines, Partner, BerchWood Partners LLC
  • Joseph T. Healey, Partner, Sextant Search Partners LLC (Workshop C & Panel)
  • Stephanie Manuel, Marketing & Communications Partner, ABS Capital Partners
  • Craig S. Medwick, Partner, Clifford Chance US LLP
  • Dale J. Meyer, Partner, Probitas Partners (Workshop A)
  • Steven C. Millner, Executive Vice President, BISYS Group Inc.
  • Robert Palter, Principal, McKinsey & Co. Inc.
  • Philip B. Pool, Managing Director, Willis Stein & Partners LLC
  • Elliot R. Royce, Managing Director, Allianz Private Equity Partners
  • Craig H. Sakin, Managing Partner, Catterton Partners
  • Gregory V. Stento, Managing Director, HarbourVest Partners LLC
  • David S. Wachter, Managing Director, W Capital Partners
  • Greg  White, Thomas H. Lee Capital LLC

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Agenda

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-won 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.

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Schedule

MasterClass
07:30 - 08:30
08:30 - 09:00
09:00 - 09:45
09:45 - 10:15
10:15 - 11:00
11:00 - 12:15
12:15 - 01:15
01:15 - 02:15
02:15 - 03:15
03:15 - 03:45
03:45 - 05:00
05:00

Workshop
01:30 - 02:00
02:00 - 05:00
02:00 - 05:00

02:00 - 05:00

  

October 13
Registration, Continental Breakfast & Networking
Welcoming Remarks & Audience Introductions
Background & Outlook For Fund-raising
Coffee & Networking break
Fund-raising For Follow-on & First-time Funds
What Limited Partners Are Looking For
Luncheon & Networking
How You Should Go To Market
Structuring & Negotiating Winning Partnership Agreements
Coffee & Networking break
Lessons Learned From Voices of Experience
Adjournment & Networking

Pre-Conference (optional) October 12th
Registration & Networking
Workshop A -- Road Shows -- Best Practices for Presentations
Workshop B -- Limited Partnership Agreements -- Current Trends & Best Practices
Workshop C -- Recruiting & Compensation -- Best Practices for Partners

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Registration

  Purchase Audiotapes >>

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. 14 East 44th Street, Suite 400, New York, NY 10017.

Have a special question? Please contact Nicole Cibotti at 212/832-7333 or by email to: ncibotti@nycrt.

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Location

University Club
1 West 54th Street (corner of Fifth Avenue)
New York, NY
Phone number: 212/247-2100

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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. Purchase the audiotapes online now.

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CLE Credit

This MasterClass has been approved in New York for 7.0 general credit hours.
The workshops in (Oct. 12) have been approved for 3.5 general credit hours in New York.

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