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FUNDRAISING FOR HEDGE FUND MANAGERS --
BEST PRACTICES FOR FOLLOW-ON
& STARTUP FUNDS

Featuring 18 Leading Experts

Thursday, March 10, 2005
University Club, New York City
Pre-Conference Workshops (optional) -- Wednesday, March 9

MasterClass Chaired by
Nicole Kubin, Partner, Velvet Asset Management,
& President, Cornerstone Capital Advisors LLC,
& Adjunct Professor, Wharton School of Business
& University of Pennsylvania Law School

Earn CLE Credits

Designed to Meet the Needs of Hedge Fund Managers, Investors,
Limited Partners, Fund-of-Fund Managers, Placement Agents, Attorneys,
Prime Brokers & Other Members of the Financial Community

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

In This MasterClass, We Address All The Issues You Need To Know:

• If you want to learn the ropes for launching a hedge fund. . . or want to help grow one...
• If you're seriously considering investing in hedge funds . . . or already do and want to compare notes with your peers ...
• If you provide professional services to hedge funds or investors . . . or want to learn how to expand your practice
• if you're thinking about finding a position at a hedge fund . . . or already work at one

When You Leave This MasterClass, You'll Know:

• Why the window for hedge funds is enticingly open, and why these funds must go to market quickly, before it closes.
• How you position an emerging fund to compete for the limited pool of available capital.
• In an industry that depends on entrepreneurialism & talent, how new managers accumulate assets and visibility.
• How you can attract assets if your strategy is inherently limited in its scalability.
• What new accounting and legal issues are being raised by new managers and their investors.
• What realistic expectations should a hedge fund manager have of the success of a third party marketer and/or prime broker in raising assets.
• Once hedge fund managers have become established, how their asset-raising approaches change.
• How a manager handles a launch with assets under management less than $20-$30 million.
• 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 placement agents or consultants? How you find and choose a good one?
• What are winning strategies for make your road show compelling? How you can position your fund when this is your first fund.
• The best way to present your fund's track record so it may be viewed as a successor to the brand names that have already emerged.
• What techniques other fund-raisers are using that succeed.
• In what ways are funds of funds evolving as the gateway to the hedge fund industry? Which attributes are being reinforced, and which are falling by the wayside?
• And much much more ...

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Faculty

Chaired By --

• Nicole Kubin, Partner, Velvet Asset Management, & President, Cornerstone Capital Advisors LLC, & Adjunct Professor, Wharton School of Business & University of Pennsylvania Law School
  

Hosted By --

• Burt Alimansky, Managing Director, Alimansky Capital Group Inc.
  & Chairman, The Capital Roundtable

Speakers --

• James Altucher, FormulaCapital LLC
• David A. Barnett, Senior Counsel, Morrison Cohen LLP
• Patrick Beaudan, Managing Director, Sophia LLC
• Maurice Berkower, Partner, Weinick Sanders Leventhal & Co. LLP
• Alastair Cairns, Principal, McKinsey & Co.
• Ricardo Cortez, President, Private Client Group, The Torrey Funds
• Ricardo Davidovich, Partner, Tannenbaum Helpern Syracuse & Hirschtritt LLP
• Robert N. Gordon, CEO, Twenty-First Securities Corp.
• Tate Haymond, Sales Consultant, Strategic Financial Solutions (workshop)
• Meredith A. Jones, Dir.--Market Research, Strategic Financial Solutions Inc. (workshop & MasterClass)
• Eugene Major, CIO, Dunbar Capital Management LLC
• David Nissenbaum, Partner, Schulte Roth & Zabel LLP(workshop)
• James S. Rosebush, President & CEO, The Wealth & Family Management Group
• Michael Scanlon, Vice President, SS&C Technologies Inc.
• Holly Singer, President, HS Marketing LLC (workshop)
• Gregg Solomon, Managing Director, Touchstone Group LLC
• Mark R. Szycher, Dir.--Research & Chief Risk Officer, Weston Capital Asset Management LLC
• additional speakers to be announced
  

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Agenda

Despite the critical attention being paid the hedge fund industry these days, it continues to expand. Hedge fund analysts estimate there are almost 10,000 hedge funds attracting more than $106 billion in the first nine months of 2004 vs. $45 billion in the same period in 2003. As of September 2004, the industry's total assets stand at $890 billion.

Still, there's a great deal of untapped capital still available. Many institutional investors and funds-of-funds have been sitting on cash hoards.

Many managers are raising new funds, so the competition is stiff, and the process can be protracted and challenging.

The purpose of this special 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 expanding or launching your fund, in attracting the best limited partners, and in getting the best possible terms.

If you have an expanding or new hedge fund, and you're concerned about your method for raising capital, you can't afford to miss this information-packed day.

This MasterClass is chaired by Nicole Kubin, one of the country's authorities about fundraising for hedge funds. Since 1985 Kubin has participated as an active investor in the hedge fund community. Currently she is a risk management consultant to numerous hedge funds and institutional investors. Her career in finance began in 1978 at Salomon Brothers where she developed derivative and international structured finance products. She serves on the adjunct faculty at the Wharton School of Business and University of Pennsylvania Law School. Ms. Kubin graduated with honors from the University of Pennsylvania.

Joining her will be 15 other distinguished speakers, including limited partners, prime brokers, placement agents, fund-of-fund managers, consultants, attorneys, and accountants who are all well-versed in fund-raising. The final panel consists of fund managers who have been through the experience, and are willing to share their hard-won lessons learned.

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Schedule

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Registration

 The program date has passed

 Purchase Audiotapes >>

You can pay by credit card (using the links above) or by check: Mail your check with your business card to: New York Business Roundtable Inc., 14 East 44th Street, Suite 400, New York, NY 10017.

Have a special question? Please contact Katie Safreyi at 212/832-7333 ext. 103 or by email to ksafrey@capitalroundtable.com.

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Location

University Club
One West 54th Street (corner of Fifth Avenue)
New  York City
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 & CPE Credits

New York State credits are 6.5 credit hours professional practice for the MasterClass and 2.0 for the pre-conference workshops; for the 60 minutes/credit states (ex. CA, PA, TX etc) 5.5 hours for the MasterClass and 2.0 for pre-conference workshops.

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