WEDNESDAY, APRIL 26  |  9:00-11:00 A.M.

Buyouts Insider joins InterGrowth again this year for a special boot camp featuring some of the top LPs in the country sharing the latest trends, and dos and don’ts of fundraising! While open to all InterGrowth 2017 attendees, GPs will find this revealing and honest behind-the-scenes look at the world of LPs both beneficial and fascinating. Don’t miss out on this unique opportunity—LIMITED SEATING IS AVAILABLE.

 

9:00 A.M.

Roadshow Presentation Fundamentals

The Roadshow: It’s still a necessity for all but the hottest funds. This session tackles all the basic questions and much more. Who comes on the roadshow? What’s the team dynamic you should try to convey? What are the top dos and don’ts you need to learn before heading out on the road? You’ll also learn how the rules of the game are changing. In this new age of transparency, LPs are demanding more information about your track record, details on your compensation structure and a thorough understanding of what kind of co-investments they can expect.

MODERATOR:

David M. Toll, Executive Editor, Buyouts Insider

PANELISTS:

  • Bradley M. Dorchinecz, Director, Private Equity, 50 South Capital
  • John McCarty, Managing Directory, Star Mountain Capital
  • Dilip Ratnam, Managing Partner, Vista Ridge Capital Partners
  • Ian Rice, Portfolio Manager – Private Equity, Hartford Investment Management Co.

 

9:30 A.M.

Partnership Terms & Conditions Deep Dive

In the ongoing trench warfare of terms, who is gaining ground, LPs or GPs? Our experts walk you through what’s market today for management fees, scale-ups and scale-downs, fee offsets, carried interest, distribution waterfalls, hurdle rates, key-person provisions and much, much more. Our panel will tell you how PE firms are handling co-investments in the LPA. They’ll also go over what’s trending in side letters. And they’ll make sure you don’t get left behind in the battle for premium economics.

MODERATOR:

Luisa Beltran, Senior Editor, PE HUB

PANELISTS:

  • Kee Rabb, Managing Director, Private Advisors
  • Scott Reed, Partner, Aberdeen Asset Management Inc.
  • Terry L. Wetterman, Jr., Managing Director, Hycroft Advisors

 

10:00 A.M.

Creating a Co-Investment Program That Works For the LP and the GP

Nothing is hotter right now than co-investments. What’s the best way to structure a co-investment program? Should you offer co-investment rights to a select group of LPs? Should you offer co-investments on a pro rata basis to your entire investment base? How should you allocate deal fees and expenses, when you have multiple co-investors? Our expert panelists walk you step-by-step to create a co-investment program that gives you more dry powder on deals and, when well-executed, makes your limited partners incredibly loyal.

MODERATOR:

David M. Toll, Executive Editor, Buyouts Insider

PANELISTS:

  • Chris AlfertVice President, Fisher Lynch Capital
  • Carrie DiLauro, Director, Operations, Hamilton Robinson Capital Partners
  • Zachary Jackson, Vice President, QIC

 

10:30 A.M.

Live In-Person Manager Pitch Analysis

The PE version of Shark Tank. We’ll have one brave manager give a five-minute fund pitch with an abbreviated deck. Then our panel of LPs will provide detailed feedback. See whether GP can win over hearts and wallets in a few short minutes—or whether they trip up. Either way, you’ll take away valuable lessons to apply in your next roadshow meeting.

MODERATOR:

Luisa Beltran, Senior Editor, PE HUB

PANELISTS:

  • Brian Gallagher, Partner, Twin Bridge Capital Partners
  • Stephens Johnson, Director, Business Development & Investor Relations, Tenex Capital Management
  • Gijs van Thiel, Partner, 747 Capital
  • Terry L. Wetterman, Jr., Managing Director, Hycroft Advisors