Pre-conference Workshop, March 4, 2008, 9:00 - 11:00 am
Pre-conference Workshop Only $695
Whether you are an emerging manager trying to raise a debut fund or an experienced manager who needs to learn how the fund-raising market has changed, this two hour workshop is designed just for you. What is it going to take to get a fund launched and raised in 2008? How do you demonstrate your investment skill, talent and credibility during an hour-long road-show presentation? What kind of questions can you expect from ever-more-hard-nosed investors? How much money do LPs require that you commit to your own fund to demonstrate that you have skin in the game? What kinds of management fees and carried interest can you charge? How experts help GPs shorten the fund raising process.
Buyouts Magazine has assembled an all-start cast of experts to answer these and many more questions about raising money in 2008. Below is the distinguished faculty for this special program:
- Jill Kitazaki, COO, Denning & Company LLC
- John Kim, Partner, Court Square Capital Partners
- Phyllis Schwartz , Partner, Schulte Roth & Zabel LLP
- Art Zuckerman, CEO, The TriCycle Group
Agenda (subject to minor change):
Pre-marketing process/Developing a Marketing Plan
Pre-Marketing the Fund
- Why pre-market the fund?
- When to start pre-marketing?
- Pre-marketing preparation check list
- Identifying and approaching potential prospects
- Setting up informal meetings with potential investors
- Preparing marketing materials and due diligence information
- Legal considerations on presentations and PPMs
- Legal considerations regarding non-US investors
- Budgeting $$ and time for the fund raise
- Placement agent pros and cons
Formal Marketing – Guide to Road Show Presentations and Follow Up:
- Who to take on the road?
- How to prepare and follow up
- Top dos and don’ts
- Top concerns on the minds of limited partners
- LP due diligence process – what has changed?
- Addressing difficult or sensitive questions
- Closing schedule – how to create a sense of urgency and convert meetings into commitments
Post-Close Plan:
- Annual Meeting
- Crisis Management
- Timely and comprehensive reporting
- Visiting with limited partners beyond annual meeting
- Marketing plan for next fund
Partnership Terms and Conditions:
- What’s market for management fees
- Carried interest
- GP commitment
- Management fee offset
- Expenses
- Key-Person provision and succession planning
- Divorce clauses
Back to top
