Consortium 2012 Agenda

6:30 AM – 7:30 AM | Registration & Breakfast Buffet

7:30 AM – 9:50 AM | OPENING PLENARY SESSIONS
Sponsored by:
Credit Suisse Customized Fund Group
JP Morgan asset management

Welcome/Introductions

Federal Legislation & Policy: The Impact on Emerging Managers
Landmark federal legislation and policy changes have taken hold in key states recently—and now the federal government is taking action with new funding sources and services. What are the initiatives that impact emerging managers—and what are the intended outcomes? We’ll explore the toolkit available with perspectives from those leading the charge—from direct access to capital to other federal funds and support aimed at the middle market companies in which managers are investing.

2012 Playbook: New Players, New Strategies, New Drivers
A panel of institutional investors and consultants offer their perspectives on the “state of” emerging manager investment strategies with an eye toward what it takes to launch—and succeed—in the current environment. You’ll hear from new players, including those who have been vocal and those with new leaders newly committed to investing with women- and minority-owned firms. Learn about what’s ahead, including new emerging manager initiatives and industry drivers. We’ll explore the metrics and various ways new teams are measuring results.

9:50 – 10:15 am | Networking Break
Sponsored by:
Fisher Lynch Capital

10:15 – 11:15 am | Business Breakouts
Sponsored by:
TorreyCove Capital

Small group, expert-led discussions allow all participants to share insights, challenge assumptions and leave with added insight for tackling key business operating and growth issues.

Setting New Standards: An Inside Look at the LP/Consultant Dynamic
Identifying, vetting and nurturing managers are key responsibilities of consultants—all on behalf of their LP clients. The interplay between the two constituencies directly informs the outcome. Learn more about how LPs and consultants are working together, how mandates are taking shape and how consultant-driven searches can best succeed. We’ll explore how LPs and consultants are working to streamline and fine-tune the search process—from reducing the time from start to success and ensuring a broad and qualified mix of women- and minority-owned funds. This candid discussion will help both GPs and LPs gain a clear sense of how the consultant’s role can bring added power and strong returns to all.

Africa and Beyond – From Launch to Sustainable Growth
GPs with strategies focused on investing in African will share their insights on launching a new fund and leveraging current investments. Learn first-hand on evaluating the best strategies and partners for launching an Africa-focused investment strategy. From east to west, north to south, you’ll learn about the opportunities and challenges. What strategies are working and where? How are political shifts impacting opportunities? What deals are being structured and what opportunities are on the rise? We’ll cover the region with eye toward fund start and growth.

Tailor Your Pitch—and Your Thinking
All LPs are not alike. How you approach and interact with a public versus corporate pension fund, a foundation versus a family office vary widely?  Channels and reach into each funding segment vary widely as well—especially with 80% of endowments and foundations sourcing opportunities directly without the use of consultants.  Understanding each source of capital, what issues resonate and style considerations will be addressed.

The State of Emerging Manager Fund of Fund Marketplace
How to they lend value to their clients and emerging managers seeking allocations. Where are the best opportunities today—and what’s on the horizon for the next 12- to 24-months? What constitutes the use of a fund of fund strategy? How can managers ensure that they are not pegged too narrowly? Who are the key players making decisions and who are the influencers that may move thinking in new directions? We’ll delve into the current state of the emerging manager marketplace and examine what strategies can drive successful engagement.

11:15 – 11:30 am | Networking Break
Sponsored by:
stepstone group
Artemis Real Estate PArtners

11:30 – 12:30 pm | ASSET CLASS Breakouts

2012 asset class breakouts will focus on a range of investment strategies currently in play within each sector—and how those strategies have been shifting based on the changing economic climate. Led by a noted LP, each breakout will foster an open exchange between LPs and GPs on where investments are today—and where they’re going in the next 12- to 24-months.

Private Equity/Venture Capital
Sponsored by:
TOP TIER CAPITAL

Real Estate/Real Assets

Hedge

Public Equities/Fixed Income

12:30 – 2:00 pm | POWER NETWORKING LUNCH

Spheres of Knowledge We’ll map out the room based on key discussion topics - and let you roam to what interests you most. Here’s a taste of the conversation in all corners:

Zone 1 What matters most to Consultants when looking for managers?
Zone 2 Fundraising insights from foundations and endowments
Zone 3 Smart entry: from seeding platforms to angels
Zone 4 Fund of Funds: what’s on the horizon?
Zone 5 After the Win: Keeping the LP Connection
Zone 6 Building teams and partnerships for long-term success

2:00 – 2:30 pm | NETWORKING / DESSERT BREAK
Sponsored by:
NEPC, LLC

2:30 – 4:30 pm | VIP Connect
Sponsored by:
BAML Capital Access Funds
Caspian Private Equity
Landmark Partners
MORGAN STANLEY

Bringing together Value, Information and Partnership, our closing session (historically called “Speed Networking”) puts institutional investors, minority-owned, women-owned, emerging managers and others face-to-face in productive, introductory meetings. Participants will benefit from first-hand perspectives from the nation’s key and most active pension fund, endowment, and foundation investors in small one-on-one session format that fosters candid discussions and exchange.