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