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Second Annual

Fundraising for PE & VC Firms--
Best Practices for Follow-on
& Start-up Funds

Featuring 16 Leading Experts

Thursday, May 5, 2005 (8 am – 5 pm)
Pre-Conference Workshops (optional) – Wednesday, May 4 (2 pm – 5 pm)
Cornell Club
New York City

Designed to Meet the Needs of General Partners of Venture Capital,
Private Equity, & Secondary Funds Who Want to Raise New Funds,
As well as Lawyers, Accountants, & Advisors Who Support Them

MasterClass Chaired by:
John Crocker, Managing Director
Private Fund Group, Citigroup Inc.

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 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

• John Crocker, Managing Director--Private Fund Group, Citigroup Inc.

Hosted By

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

Keynote By

• Andreas Beroutsos, Partner, McKinsey & Co. Inc.

Speakers

• David W. Berchenbriter, Managing Director, BerchWood Partners LLC
• Beverly Berman, Partner, Advent International Corp.
• Michele J. Buchignani, Managing Partner, McLean Partners
• Leo P. Chenette, Vice President--Investor Relations, Paul Capital Partners
• Paul F. Denning, Chief Executive Officer, Denning & Co. LLC (Workshop & MasterClass)
• Chuck Flynn, Managing Director, Bregal Investments Inc.
• James J. Goodman, President, Gemini Investors LLC
• Gordon S. Hargraves, Partner, Rho Fund Investors
• Robert E. Mast, Managing Director, Monument Group
• Diana K. Mayer, Retired Director, Citigroup Venture Capital
• Holly Singer, President, HS Marketing LLC (Workshop Only)
• Ajay Sharma, Director, Merrill Lynch Private Equity Group
• John P. Shoemaker, Partner, Milestone Partners
• Everett Smith III, Partner, Coller Capital Inc.
• Josh Wolf-Powers, Partner, Partnership Equity
• A. Conrad Weymann III, Managing Partner, Mallory Capital Group LLC
• additional speakers to be announced

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Agenda

More than half the world’s private equity and venture capital firms say they are raising new funds 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 are sitting on cash hoards, 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 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 John Crocker, a managing director at Citigroup's Private Fund Group. 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 16 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

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Registration

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

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Location

Cornell Club
6 East 44th Street
New York City

Please note: The Cornell Club requires professional business attire.

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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 Credits

CLE Credits are not available for this program

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