PRELIMINARY AGENDA
LP Sourcing Fund Summit • October 3 • Philadelphia
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
How to Optimize a Conference
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
