SUMMIT

VENUE

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AGENDA

SPONSORS

SPEAKERS

RSVP

 


CO-HOSTED BY

 

PRELIMINARY AGENDA

LP Sourcing Fund Summit •  November 27th  •  Dallas

 


Master Class in LP Sourcing


10:00-10:15   Conference Introduction

10:15-11:15     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

11:15-11:30     Morning Break

11:30-12:30   Master Class Session 2: Closing the Deal

  • Best Practices for Closing Allocations

  • Due Diligence: Am I Up to Speed?

  • Do I Have the Right Service Providers?

12:30-1:45     Buffet Lunch with Keynote Address 

1:45-3:00      Master Class Session 3: Institutions

  • How do I Find the Right Institutions?

  • What NOT to do: The Biggest Mistakes

  • Patience, Patience, Patience!

3:00-3:30    Afternoon Break

3:30-5:00    Master Class Session 4: 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?

5:00-6:00    Cocktails and  Networking