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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