Event At A Glance


Sponsors &
Industry Partners

The Bootcamp 2011: Define the Difference

Launch Strategies & Resources for Emerging Managers | 2nd Annual
June 7, 2011 12:30 pm – 5:00 pm

This half-day forum is geared for emerging managers with 24 months or less experience in the marketplace. The discussions are action-oriented and practical, all designed to provide emerging managers with advice and expertise for tackling day-to-day issues and opportunities. The session’s “live pitch” to a mock investment committee is educational and entertaining, providing the chance for three emerging managers to shine.

This year, we’ll bring together a mix of experts and seasoned managers (who have successfully “graduated” from emerging manager status) to discuss key do’s and don’ts regarding fundraising, human capital and operations.

Who Should Attend—And Why

The Bootcamp is for emerging managers focused on any sector or investment strategy. The discussion and content will directly benefit funds operating for 24 months or less, as well as fundless sponsors. To ensure a robust, productive interchange, The Bootcamp team will limit the number of session participants.

BOOTCAMP SPONSORS:                     

Program at a Glance

11:30 Am – 12:30 pm | Registration


12:30 PM- 12:45 PM | Welcome / Introduction

Bootcamp Coach: Judy Chambers, Managing Director - Pension Consulting Alliance

12:45 pm – 1:25 pm | Best Face Forward

Fine-tune your presentation skills for a more effective pitch. From stance and facial expressions to the content and delivery of your message, we’ll explore it all via a range of pitch scenarios.

Presenter: Ellen Cahill, Vice President - Cahill Associates, Inc.

1:25 PM – 3:00 PM | Ready, Set, Pitch—How to Make Your Moment Count

Three institutional investor panelists will join Ellen Cahill to hear and critique three emerging manager pitches. Candid insight and discussion about what works (and what doesn’t) as you tell your story will benefit all managers in the room.

Co-Facilitators:
Ellen Cahill, Vice President – Cahill Associates, Inc.
Judy Chambers, Managing Director– Pension Consulting Alliance

Evaluators:

Dr. Louis F. Moret, Board of Administration and Member - California Public Employees' Retirement System (CalPERS)
Natalie Jenkins Sorrell, Investment Officer - Employees' Retirement Fund of the City of Dallas
Kenyatta Matheny, Investment Officer for Emerging Managers - Illinois State Teachers’ Retirement System


3:00 pm – 3:15 pm | Networking Break


3:15 pm – 4:00 pm | TRANSPARENCY AND RISKS IN EMERGING MANAGER ALTERNATIVE INVESTING

Launching any business is a challenge—launching an investment fund and being entrusted with the retirement funds of others can be daunting. We’ll take an in-depth look at the risk and reality of business within the alternative investing arena—and along the way debunk some beliefs and raise awareness for others.

  • Fund formation risk - do you have the needed working capital to raise fund?
  • Operational risks - do you have access to institutional quality legal, audit, administration resources?
  • Reporting Transparency - are you utilizing Global Standards of Reporting?
  • Team Risks - is partnership setup for longevity, are economics being shared to ensure continuity?

    Facilitator:
    Joseph Schlater, Chief Executive Officer - Busara Advisors
    Speakers:
    Trinda Blackmore, Chief Operating Office - Admiral Administration, Ltd.
    Randy Yanker, Senior Partner & Chief Investment Officer – Alternative Asset Managers, LP


4:00 pm – 5:00 pm | Are you LP Ready?

Small groups of emerging managers will huddle with “graduated” managers, consultants, institutional investors, fund of funds to gather insights and invaluable advice. The topics will be timely and relevant—from evolving your investment strategy, working with consultants and maintaining meaningful LP contact during fundraising. We’ll address human capital, strategic collaborations to effective pitch books, materials, going from emerging to emerged and more. Candid perspectives on how real world experiences and track record of others factor into decisions regarding investments moving forward.

Bootcamp Coach: 
Garth Timoll, Vice President - Top Tier Capital Partners, LLC


#1  STRATEGIC COLLABORATIONS: What to Seek, What to Avoid

Table Facilitator:
Carla Harris, Managing Director, Strategic Client Group & Head of the Emerging Managers Platform - Morgan Stanley


#2  HUMAN CAPITAL – Effective “People” Strategies for High Growth, Highly Successful Teams

Table Facilitator:
Pam Robertson, Partner, Edwards Angell Palmer & Dodge LLP 


#3 DIFFERENT FUNDING VERTICALS – Access to Initial Capital Sources

Table Facilitator:
Kristi Craig, Senior Investment Officer – US Small Business Administration (SBIC)


#4 WHAT CONSULTANTS LOOK FOR IN EMERGING MANAGERS – Getting it Right the First Time

Table Facilitators: 
Kristin R. Finney-Cooke, CAIA, Senior Consulant – NEPC, Inc.
Judy Chambers, Managing Director – Pension Consulting Alliance


#5  GOING FROM EMERGING TO EMERGED – Strategies that get you over the hurdle

Table Facilitator: 
Mona Williams, Executive Vice President - Progress Investment Management Company


#6  STRAIGHT TALK FROM THE INSTITUTIONAL INVESTOR

Table Facilitators:
Dr. Louis Moret, Board Member - California Public Employees’ Retirement System
Bryan Lewis, Director of Operations - Department of the North Carolina State Treasurer


#7 DUE DILIGENCE KIT

Table Facilitators:
Peter Braffman, Partner - Credit Suisse Customized Fund Investment Group
Garth Timoll, Vice President - Top Tier Capital Partners, LLC


5:00 pm | Wrap Up & Closing

Bootcamp Coaches:
Judy Chambers, Managing Director - Pension Consulting Alliance
Garth Timoll, Vice President - Top Tier Capital Partners, LLC