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FUND MANAGER BUSINESS DEVELOPMENT / FUND RAISE AND COMPLIANCE WORKSHOP

 OCTOBER 19TH

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agenda

We will be hosting a fund cram / 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 5:30 p.m. A reception will follow.


GEORGE HAWES, PARTNER, FAIRVIEW PARTNERS



Has raised more than $500 million as a third party marketer over a 5 year span. The environment for fund-raisings. Working with third party marketers.

RON SUBER, SENIOR PARTNER HEAD OF GLOBAL MARKETING AND SALES - MERLIN SECURITIES

The Spectrum of Hedge Fund Investors as well as the effective marketing and best practices required to attract and retain capital.

MARK MCGOLDRICK, SENIOR MANAGING DIRECTOR AND FOUNDER, ALARIS PRIME BROKERAGE

Mr. McGoldrick is a founding member of Alaris Trading Partners LLC and is the Managing Director of Prime Services. Mr. McGoldrick has extensive trading and prime rokerage experience dealing in all facets of the alternative space. Prior to joining Alaris, Mr. McGoldrick was employed by UBS as Associate Director in the Primer Brokerage division working with hedge funds in a sales, relationship and capital introductions capacity. Mr. McGoldrick started his career with State Street in the portfolio accounting division covering the Paine Webber funds.



JC KANE, MANAGING DIRECTOR - LIGHTHOUSE POINT ADVISORS

Lighthouse Point Advisors advises families on alternative and investment decisions and advise investment managers on marketing, advisory, and strategic positioning. JC Kane is a highly accomplished investment executive with more than 30 years of hands on experience on Wall Street. From the mid 1980�s, he built a successful career of managing assets and private investment funds for individuals and private families worldwide. He has been a Managing Director at Morgan Stanley and Laidlaw. He was CEO of SB Group and SBGAM a $900 million asset manager which he sold in 2006. He has an MBA from Tuck / Dartmouth and a PMC from Wharton.


MARY BETH KISSANE MANAGING DIRECTOR, WALEK AND ASSOCIATES.

Mary Beth is a Principal at Walek & Associates. She provides ongoing public and investor relations counsel to public and private companies, and to those in M&A, crises, restructurings, IPOs and other transactions. In addition, she is responsible for the firm’s professional services and financial services clients.

Mary Beth has over twenty years experience in corporate and investor communications. She has developed and executed hundreds of investor and media relations and corporate communications programs for domestic and non-U.S. issuers. Mary Beth founded Corporate Perception Research LLC, in response to Sarbanes-Oxley, providing independent, high-quality shareholder perception research to corporate boards and officers. Previously, she counseled clients at Abernathy MacGregor in landmark global merger and crisis situations, and for financial and alternative investment firms. She was a Senior Managing Director and oversaw the financial services practice at Hill & Knowlton. Prior to that, she advised international and domestic clients at Georgeson and Company, and headed the firm’s international practice.


LAUREN COLONNA, PRESIDENT OVIS CREATIVE

Ovis Creative is a full service strategic marketing and communications firm dedicated to the unique needs of the finance and alternative asset management space.

The firm is an industry leader in the development of marketing solutions for emerging and existing fund managers. We are information architects who understand complex investment strategies and use our expertise to simplify, clarify and differentiate a product to investors.













DATE:

Tuesday, October 19th, 2010

TIME:

* 12:30 PM to 5:30 PM
* Lunch, administrative preceding presentations, presentations, round table, reception



VENUE:

THERE IS NO WALK IN REGISTRATION.

* EisnerAmper

* 750 Third Ave
* New York, NY

THERE IS NO WALK IN REGISTRATION.


COST:
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