ABOUT IVYPLUS

Home
Membership
Events
Information
About
Policies


QUICK SIGNUP
first name:
last name:
email address:
university:
 


FUND MANAGER CAPITAL RAISE AND COMPLIANCE AGENDA

 JANUARY 26TH

sign up

Our Tuesday January 26th Hedge Fund Capital Raise and Compliance event has finalized it's speaker list. We have a strong group of presenters and desirable audience of emerging and seed managers looking to raise capital and understand the compliance and regulatory environment. Our goal is to have interactive presentations that push the participants to view their business in a broader more business-like approach. If you have any questions let us know. We can publish these pre or post event.


AGENDA

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

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

1:15 - 1:45 p.m. , Lawrence Gelburd , Lecturer the Wharton School of Business business planning and competitive awareness in the fund launch marketplace

1:45 - 2:15 p.m. , Ralph DiFiore , Senior Managing Director and Founder, Chatsworth Securities the environment for seed investment and emerging managers in across alternatives

2:15 - 2:45 p.m. , Patrick McCurdy, Vice President Capital Development, Merlin Securities What to expect from the Cap Intro and Prime Brokerage environment

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

3:00 - 3:20 p.m. , Sabrina Gibbs or Kathy Kohler, Partner, LunaVC The strategic value of fund branding and marketing. Developing a trust-building messaging and branding approach for your investors.

3:20 - 3:40 p.m. , Lauren Colonna, President , Ovis Creative Understanding the Hedge Fund Presentation to Investors. The importance of differentiating your fund from other funds in presentation

3:40 - 4:00 p.m. Thomas Walek, Founder and President, Walek Associates
What Investors and Allocators Seek in a Fund. Increasing focus on continuing investor relations.

4:00 - 4:20 p.m. , Carol Degener, Pepper Hamilton Law Firm The Compliance and Regulatory Environment for Fund Managers. Review near term ongoing and expected changes in the regulatory environment for Funds.

4:40 - 5:30 p.m. Round Table Round Table, Capital Raising from Experienced past managers

David Bergerson, Orion Capital Advisors

Rodney Gibson, Ambrose Group

Jeremy Bach, Founder, Bach Capital Advisors

Mark McGoldrick, Partner, Alaris Prime Services

Greg Nowak, Partner Pepper Hamilton

5:30 p.m. Reception

DATE:

Tuesday, January 26th, 2010

TIME:

* 1 PM to 5 PM
* Reception, administrative preceding presentation



VENUE:

THERE IS NO WALK IN REGISTRATION.

* Pepper Hamilton

* 3000 Two Logan Sq
* Eighteenth and Arch Streets
* Philadelphia, PA 19103
* (215) 981-4000
THERE IS NO WALK IN REGISTRATION.


COST:

* Early Bird pricing available ,


sign up

For more information contact us









 
HomeMembership | Events | Information | About
Copyright 2005-2009