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FUND BUSINESS DEVELOPMENT AGENDA
FEBRUARY 14TH

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We will be hosting a fund business development review session. This event is oriented towards persons with Hedge funds or in Private Equity, that are looking to raise capital and improve their business development process. We will spend four hours reviewing documentation, approach, regulation, etc. This event is for people who presently run or are considering launching a Hedge Fund, Private Equity Fund or Real Estate Fund. Attendees will come away with a better understanding of the present environment for marketing and what leading competitors in their space are doing to raise capital. To get through security, you must register. The event starts at 12:30 p.m. and ends at 5:00 p.m. A reception follows. Many people have already signed up for the event.


AGENDA

12:30 - 1:00 p.m. ,
lunch

1:00 - 1:15 p.m. , announcements, preliminaries

1:15 - 1:45 p.m. Mark McGoldrick, Managing Director - Concept Capital

What to expect in Cap Intro and from a Prime Brokerage firm.

1:45 - 2:15 p.m. Tedric Holdsworth, Associate Director of Manager Research - Prelude Capital

Non-Traditional Investment Structures.

2:15 - 2:45 p.m. Patrick McCurdy, Partner - Merlin Securities

New Allocator approaches towards due diligence

2:45 - 3:00 p.m. Break

3:00 - 3:20 p.m. Thomas Kuntz, CFA - Polymetis LLC

What internal allocators look for in a fund.

3:20 - 3:40 p.m. Diane Harrison - Founder - Panegryic Marketing

"Marketing Strategy for 2012: Insights to Action": Translating the current market environment into opportunities for emerging funds.

3:40 - 4:00 p.m. Anu Heda, Managing Director - Naissence Partners

Developing your brand through fund marketing document best practics.

4:00 - 4:20 p.m. Branko Belusic - Director - The Alpha Cooperative

Considerations for Successfully Launching a Hedge Fund in 2012

4:20 - 5:00 p.m. Marie DeFalco , Partner / Co-Head Investment Practice, Lowenstein Sandler

The Compliance and Regulatory Environment for Fund Managers. Review near term ongoing and expected changes in the regulatory environment for Funds as well as fund formation considerations.

Reception

DATE:

Tuesday, February 14th, 2011

TIME:

* 12:30 PM to 5 PM
* Reception, administrative preceding presentation



VENUE:

THERE IS NO WALK IN REGISTRATION.

* Lowenstein Sandler
* 1251 Avenue of the Americas, 17th Floor
* New York, NY
*
* THERE IS NO WALK IN REGISTRATION.

COST: EARLY BIRD REGISTRATION

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