SUMMIT

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AGENDA

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CO-HOSTED BY

 

AGENDA

LP Sourcing Summit  •  June 19 •  Cornell Club of New York

 


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     Cocktails and Networking