PRELIMINARY AGENDA
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
