CO-HOSTED BY
PRELIMINARY AGENDA
ALTS Capital Summit • May 1 • Montage Beverly Hills
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 By Ron Geffner
2:00-3:00 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
3:30-4:30 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?
4:30-5:30 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
5:30-6:15 Cocktails and Networking
6:30-9:00 Private Dinners
Closed Door Investor-Only Roundtable
12:30-1:45 Buffet Lunch with Keynote Address
1:45-3:00 Roundtable Session 1
- Direct Investing vs Co-Investing vs Funds
- Weighting Asset Class Allocations
3:00-3:30 Afternoon Break
3:30-4:30 Roundtable Session 2
- Impact Investing: Let's Make a Difference
5:30-6:15 Cocktails and Networking
6:30-9:00 Private Dinners