SUMMIT

VENUE

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AGENDA

SPONSORS

SPEAKERS

RSVP

 


CO-HOSTED BY

 

PRELIMINARY AGENDA

LP Sourcing Fund Summit •  September 27  •  Boston

 


Master Class in LP Sourcing

 

 

10:00-10:30    Registration & Networking

10:30-10:45    Opening Remarks

10:45-11:30     Master Class Session 1: Investor Sourcing

  • The Current Market for LP Investors

  • Positioning Your Fund to Raise Capital

  • Branding, Branding, Branding

  • How to Optimize a Conference

11:30-11:45     Morning Break

11:45-12:30  Master Class Session 2: Institutions and Family Offices

  • How do I Find the Right LPs?

  • How do I get in front of an LP?

  • What NOT to do: The Biggest Mistakes

  • What do LP’s really look for

12:30-1:30    Lunch

  • Keynote Address by Paul Marino, Sadis & Goldberg

1:30-1:45        Break

1:45-2:30       Master Class Session 3: Closing the Deal

  • I Need Help! Building the Right Team

  • Best Practices for Closing Allocations

  • Due Diligence: Am I Up to Speed?

  • Do I Have the Right Service Providers?

2:30-3:15        Master Class Session 4: Third Party Marketers

  • When Does it Make Sense to Use a 3PM

  • How Do I Find the Right Marketer for My Fund?

3:15-3:30       Afternoon Break

3:30-4:15      Master Class Session 5: The GP Perspective

  • Hear From Fellow GP's

  • What Works and What Does Not

  • Best "Out-of-the-Box" Method For Closing LP's

4:15-5:30     Cocktails and Networking