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LP Sourcing Fund Summit •  November 1  •  Chicago


Master Class in LP Sourcing

10:00-10:30   Registration & Networking

10:30-10:45   Opening Remarks

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

  • The Current Market for LP Investors

  • Positioning Your Fund to Raise Capital

  • Branding, Branding, Branding

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

  • How do I get in front of an LP?

  • What NOT to do: The Biggest Mistakes

  • What do LPs really looks for?

  • How do I Find the Right LPs?

12:30-1:30     Buffet Lunch with Keynote Address 

1:30-2:15    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?

2:15-3:00      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?

3:00-3:15     Afternoon Break

3:15-4:00     Master Class Session 5: GP Perspective

  • Hear From Fellow GP's

  • What Works and What Does Not

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

4:00-4:15    Out of the Box Sourcing

  • IRAs as an additional tool

4:15-4:30    How to Optimize a Conference

  • Plan in Advance

  • Follow Up is Key

4:30-5:30   Cocktails and  Networking