SUMMIT

VENUE

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AGENDA

SPONSORS

SPEAKERS

RSVP

 


CO-HOSTED BY

 

PRELIMINARY AGENDA

LP Sourcing Fund Summit •  January 28  •  San Francisco

 


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: 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      Master Class 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       Master Class Session 4: The Importance of Technology

  • What Do LP's Now Expect
  • How to Mitigate Cyber Security Risk

    3:00-3:15      Afternoon Break

    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