MasterClass^TM

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Featuring 20 Expert Speakers

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FULL-DAY MASTERCLASS
Thursday, September 25, 2008
8:00 am - 4:30 pm
New York City

SPECIAL HALF-DAY PRE-MASTERCLASS WORKSHOPS (Optional)
WORKSHOP A-- Road Shows -- Best Practices for Designing Your Presentation

WORKSHOP B-- Limited Partnership Agreements -- Best Practices for
Negotiating Your Terms & Conditions

Wednesday, September 24, 2008

2:00 - 5:00pm

New York City

Designed to Meet the Needs of General Partners of Venture Capital,
Buyouts, & Mezz Funds Who Want to Raise New Funds,
As Well as Lawyers, Accountants, & Advisors Who Support Them

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package

Whether you’re a veteran GP or launching a first-time fund, the main challenge you face during this fall’s fundraising season isn’t the swooning economy and parched deal market.  Rather it’s figuring out how to differentiate yourself from the herd of others doing the same thing.

More and more, LPs on the other side of the table are complaining that the pitches they’re hearing from GPs all sound the same. 

On the one hand, the LPs say, they’re “open to buy” -- especially to funds targeting growth sectors like energy, infrastructure, and clean technology. 

But on the other hand, they say they’re amazed how you GPs often present yourselves so badly.  They say you don’t explain meaningfully how you’re unique – and you don’t explain how what you’re doing is going to help them achieve their goals. 

So do you want to find out what it takes to differentiate your fund in the eyes of these investors?  How to cut through the competitive clutter?  How to learn and understand what LPs really want?

If you’re really serious about getting the fundraising process right, now’s the time to sign up for

     The Capital Roundtable’s MasterClass

      on “Fundraising for P.E. Firms—Tough Times Demand Fresh Tactics,”

      being held in New York City on Thursday, September 25.

Here’s what you’ll experience. You’ll hear from five institutional investors about what kinds of funds they’re pouring money into and what they look for in fund managers seeking first time and add-on commitments. You’ll also hear from representatives of four family offices on what they look for, as well as from four experienced GPs and four placement agents on what approaches typically fall short in the current market.

Please sign up now, while you’re thinking about it. You’ve got everything to gain.

And if you do, you’ll save $400 with the special early-bird rate!

Chairing this special MasterClass is Steven Costabile, the Global Head of the Private Equity Funds Group for AIG Investments. He’s responsible for overseeing all of AIG’s private equity funds investments in the developed markets, as well as sourcing, due diligence, monitoring, product development, and marketing.  

Steve’s long history of superior private fund investing includes serving as a vice president at Credit Suisse First Boston in the Private Funds Group, as the senior investment officer of alternative investments for the Commonwealth of Massachusetts, and as the assistant director of venture capital for the Commonwealth of Pennsylvania.

From Steve and these speakers you’ll learn how –

1. Success in this requires puritanical realism of your fund’s abilities and weaknesses, a demonstrable track record that admits missteps, solid investing skills, the requisite sector experience, and honestly addressing “tip of the iceberg” issues head-on to allay any potential fears.

2. As with any marketing effort, the real key is understanding the needs of your audience so you can tailor your pitch to their goals and engage them by showing how you’ll help them tackle their problems instead of just simply selling them a product.

3. And researching institutional investors’ goals and history will also help you target the funds that are most likely to actually bite at your fund’s ideas so you don’t waste your time.  

Join us at this MasterClass and discover results-driven approaches and ideas torn from the notebooks of some of the best private equity fundraisers in the game, including:

• What sectors are most alluring to institutional investors, pension funds, family offices right now and what kinds of investments are instant turn-offs or red flags
• New sources of funding inside the U.S. and abroad
• How to create open-door relationships and maintain frequent communication with LPs to ease the next round of fundraising
• Timing your presentation for maximum impact and when to consider an add-on fund
• How to “speak the language” of family office investors
• The basics of branding and marketing a clear, memorable, unique and positive message that creates actions
• Common fundraising mistakes and presentation pitfalls
• How to prepare a pitch oriented to each investor’s goals
• The best way to use placement agents
• How to create funding goals that match market capacity, your firm’s ability and investor perceptions
• Knowing the right fund size and when to scale back
• The impact of the credit crunch on fundraising
• Differences between VC and PE fundraising and trends affecting both
• How to market the advantages of new managers and turn disadvantages into potential strengths
• How to structure and negotiate terms differently for each LP agreement
• How to simplify the due-diligence challenge

Also, be sure to check out one of these two afternoon MasterClass Workshops on Wednesday, Sept. 24:

1. “Road Shows – Best Practices for Designing Your Presentation”
2. “Limited Partnership Agreements -- Best Practices for Negotiating Your Terms & Conditions”

These workshops are filled with useful tips and successful strategies for honing your fundraising skills to transform your presentation into an efficient and actionable “win-win” discussion and negotiating LP agreements. 

Those who should attend this MasterClass include:

• GPs planning to raise a first-time fund who want to find out the best ways to present their strengths to get the funds rolling in
• GPs who have struggled to position their funds in the current fundraising market
• GPs considering the timing and means to pitch an add-on or who want to strengthen an existing presentation or brand
• Placement agents looking for new managers and new marketing strategies
• Anyone seeking ways to improve fundraising, marketing or communication

For more information, please feel free to contact Dana DeMattia at 212/832-7333 ext. 102 or ddemattia@capitalroundtable.com.

This program 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 CR’s 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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Faculty

 Chaired By

• Steven N. Costabile, Managing Director, AIG Global Investment Group

 Hosted By

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

Speakers

• Peter H. Haabestad, Managing Partner, Guardian Capital Partners
• Dale W. Kindregan, Vice President, AIG Global Investment Group
• James H. Kirby, President & CEO, Deerpath Capital Management LP
• Jonathan D. LaCrosse, Partner, Centinela Capital Partners LLC
• Augustine A. Long, Partner, Stanwich Advisors LLC
• Russell P. Pennoyer, Partner, Benedetto Gartland & Co. Inc.
• Ross M. Posner, Director, Allstate Investments LLC
• Leigh J. Randall, Managing Director, Topspin Partners LBO LP
• Michael B. Staebler, Partner, Pepper Hamilton LLP
• David Whitehouse, Managing Director, Merrill Lynch & Co. Inc.
• Brian Williamson, Managing Director, Oppenheimer & Co. Inc.
• John R. Wolak, Managing Director, Morgan Stanley AIP
• Additional Speakers to be announced...

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Schedule

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Registration

• Early Bird Registration Fee -- and save $400 off the regular fee! Register by Friday, August 8, and the fee for the MasterClass is $1495 -- or $1895 for both the MasterClass and Workshop.

• Premiere Registration Fee -- and save $200 off the regular fee! Register by Friday, September 5, and the fee for the MasterClass is $1695 -- or $2095 for both the MasterClass and Workshop.

• After that, the regular registration fee is $1895 for the MasterClass -- or $2295 for both the MasterClass and Workshop.

• At the door, if space is available, the fee is $1995 for the MasterClass -- or $2395 for both the MasterClass and Workshop.

• Special group rates -- The Capital Roundtable offers a special rate for 3 or more people from your firm.  For more info, please contact Samantha Feldman  at sfeldman@capitalroundtable.com or 212/832-7333 ext 112.

Click Here to Register >>     Purchase Audio Package >>

Visit Audio Library >>

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 Wednesday, September 18, at 5:00pm, and we will credit you for a future meeting.)

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 Samantha Feldman at 212/832-7333 ext. 112 or sfeldman@capitalroundtable.com.

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Location

Midtown Manhattan location in an exclusive private club.

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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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Sponsorship

The Capital Roundtable offers excellent sponsorship opportunities to reach the middle-market private-equity community. For more details, contact Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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