SUMMIT

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AGENDA

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CO-HOSTED BY

 

PRELIMINARY AGENDA

LP Sourcing Fund Summit •  December 7  •  Fontainebleau Miami Beach


For Fund Managers:
Master Classes in LP Sourcing


10:00-10:30   Registration & Networking

10:30-10:45   Opening Remarks

10:45-11:30    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   Session 2: 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?

12:30-1:15    Lunch

  • Keynote Address by Ron Geffner

1:15-1:30       Break

1:30-2:15      Session 3: Institutional Investors

  • How do I Find the Right Institutions?

  • What NOT to do: The Biggest Mistakes

  • Patience, Patience, Patience!

2:15-3:00       Session 4: The Importance of Tech

  • What Do LP's Now Expect

  • How to Mitigate Cyber Security Risk

3:00-3:15      Afternoon Break with Investors

3:15-4:00     Master Class Session 5: Family Offices

  • How Do I Get in Front of the Right Family Offices?

  • Single Family Office vs Multi Family Office

  • What do Family Offices Really Look For?

4:00-5:00    Master Class Session 6: The GP Perspective

  • Hear From Fellow GP's

  • What Works and What Does Not

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

5:00-6:00    Cocktails and Networking with Investors

6:00-11:00    VIP Party Access on Fontainebleau’s Ocean Lawn


For Investors:
Investment Sessions


10:00-10:30   Registration & Networking

10:30-10:45   Opening Remarks

10:45-11:30    LP Session 1: Co-Investing

  • Sourcing Deals

  • Direct vs. Co-invest vs. Fund

  • Club Deals

  • Is it right for us?

11:30-11:45    Morning Break

11:45-12:30   LP Session 2: Opportunity Zones

  • Opportunity Zone Investing 101

  • Defer Current Capital Gains

  • Reduce Capital Gains by 15%

  • No Tax on Opportunity Fund Gains

12:30-1:15    Lunch

  • Keynote Address by Ron Geffner

1:15-1:30       Break

1:30-2:15      LP Session 3: Impact Investing

  • Do I Have to Sacrifice Returns?

  • How Can I Ensure My Investments Really Make a Difference

2:15-3:00       LP Session 4: Cannabis Investing

  • Regulatory Update

  • Are the Opportunities Still Available?

3:00-3:15      Afternoon Break with Investors

3:15-4:00     Session 5: Working w/ the Independent Sponsor

  • Choosing the Right Partners

  • Deal Flow

4:00-5:00    TBD

5:00-6:00    Cocktails and Networking with Investors

6:00-11:00    VIP Party on Fontainebleau’s Ocean Lawn


For SFOs:
Closed-Door FOA Only Sessions


Details upon request.  Please contact us for more information. If you are an SFO and would like to request to attend, please contact:

sarah@familyofficeassociation.com