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LP Sourcing Fund Summit •  November 12 •  Washington, DC


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

11:45-12:30      Master Class Session 2: Institutions and Family Offices

  • How do I get in front of an LP?

  • What NOT to do: The Biggest Mistakes

  • What do LPs really looks for?

  • How do I Find the Right LPs?

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

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: Invitation Marketing and Conference Management

  • How to Optimize a Conference

  • Using Invitations to Get the Work Out

  • Your CRM and Email Marketing Campaigns

4:15-5:00    Master Class Session 6: Cyber Security

  • What Can Go Wrong: Lessons From the Past

  • How to Protect Yourself

5:00-6:00   Cocktails and  Networking