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Calendar of Events - 2014

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Private Equity Investing in Food & Nutrition Companies - Chaired By Joan McCabe, Brynwood Partners LP
Thursday, April 10
New York City
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Best Practices for Launching & Managing an SBIC - Chaired By Michael A.G. Korengold, Enhanced Capital Partners Inc.
Thursday, May 15
New York City
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Private Equity Investing in Healthy, Active, & Better Living Companies - Chaired By Louis E. Marinaccio III, North Castle Partners LLC
Thursday, May 22
New York City
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Midwest OCIO Summit
April 28-29, 2014, The Standard Club – Chicago, IL


ETP Distribution Summit
May 1-2, 2014, DoubleTree Hilton Metropolitan – New York, NY

5th Annual Private Investment Funds Tax Master Class
May 21-22, 2014, The Princeton Club – New York, NY

Mutual Fund Distribution Forum
May 29-30 2014, The Langham Hotel – Boston, MA

For more information and to register, contact:

Kathie Eberhardat 704-341-2439, keberhard@frallc.com OR Whitney Betts at 704-341-2445 or wbetts@frallc.com.

Mention Priority Code FMP141 for 10% registration discount (applies to all FRA conferences).

Hosted by: Financial Research Associates




Media Partner Listings


April 2014

International Geothermal Showcase

Tuesday, April 22, 2014, 8:00am-5:30pm, Ronald Reagan Building and International Trade Center, Washington, D.C.


The Geothermal Energy Association (GEA) will host a one-day International Geothermal Showcase showcasing geothermal projects, trends and governmental policies in the U.S. and around the world. Topics covered will include: the geothermal market today, major public funding entities, how to address and reduce geothermal project risk, projects under development in the U.S. and internationally, outlook for the future of the geothermal market, policies driving geothermal development, and more. For the event, GEA will also release a new, consolidated annual update on the US and international geothermal industries.


Contact: Shawna Seldon 917.971. 7852; shawna@rosengrouppr.com

Hosted by: Geothermal Energy Association


Midwest OCIO Summit

April 28-29, 2014, The Standard Club – Chicago, IL

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.


Financial Research Associates' Midwest OCIO Summit will discuss critical steps in selecting, interviewing, analyzing, and onboarding an OCIO. Other conference highlights include governance and fiduciary issues surrounding the management of the relationship, ways to benchmark and evaluate the partnership, and challenges surrounding the maintenance of the agreement.




Top Reasons to Attend:

  • Hear directly from peers who have gone through the outsourcing process
  • Learn critical steps in performing due diligence when selecting a provider
  • Examine unique ways to request information on outsourcing
  • Gain specific takeaways on benchmarking and evaluating performance
  • Discuss best practices in governance and policy constraints
  • Learn ways to ease the transition into an outsourced system
  • Understand the complexities around terminating the arrangement
  • Connect with colleagues and expand your network!

View the conference brochure: http://www.frallc.com/pdf/B919.pdf

For more information and to register, contact Whitney Betts at 704-341-2445 or wbetts@frallc.com. Don’t forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates



May 2014


ETP Distribution Summit

May 1-2, 2014, DoubleTree Hilton Metropolitan – New York, NY

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.


Financial Research Associates' inaugural ETP Distribution Summit is the only event of its kind, with an exclusive focus on the sponsor community and potential market entrants. It will inspire new approaches to the industry as well as offer practical guidance on how to succeed in ETP distribution in the next phase of the market's development.




Top Reasons to Attend

  • Hear directly from ETP sponsors on channel segmentation strategies
  • Understand directly from decision-making analysts on research and due diligence considerations for distribution across channels
  • Learn from case studies on successful and innovative forays into the ETP arena
  • Identify opportunities and gaps in ETP coverage of the investment market
  • Fine tune your grasp of what promotes capital markets success
  • Evaluate game-changing marketing strategies to educate consumers
  • Gain insight into opportunities and the regulatory landscape of the global marketplace
  • Assess successful sales management strategies
  • Investigate approaches mutual fund companies are taking to infiltrate the ETP universe
  • Network with leaders in the field

View the conference brochure: https://www.frallc.com/pdf/B917.pdf

For more information and to register, contact Whitney Betts at 704-341-2445 or wbetts@frallc.com. Don’t forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


Private Equity World Latin America

May 6-7, 2014, Four Seasons Hotel, Miami, FL

Latin America’s leading private equity investment conference

The 8th annual Private Equity World Latin America event is where GPs, LPs and investee companies come to discuss new deals, forge new partnerships and raise capital.

Abundant networking opportunities

With our Total Asset event app, a dedicated Networking Manager, Speed Networking and the World Cup party, there are plenty of ways to meet your peers

Meet more investors

Network with investors looking for private equity funds and direct investment opportunities

Meet more emerging fund managers

Network with GPs that have sector specific, country-specific and regional strategies Hear from:

  • Fernando Oliveira, Head of Latin America, HIG Capital
  • Matthew Storm, Founding Partner, CV Advisors
  • Donny Ebenstein, Founder, Ebenstein Group
  • Annette Franqui, Partner, Forrestal Group
  • And many more…

Hosted by: Terrapinn


Opportunities in Paraguay 2014 – Part Two

May 6-8, 2014, Bourbon Conmebol Convention Hotel, in Asunción, Paraguay

Guaraní International Advisors is proud to host Opportunities in Paraguay 2014 – Part Two, May 6-8, 2014, in Asunción, Paraguay. President Horacio Cartes will open the first full day of the conference on May 7th at the Bourbon Conmebol Convention Hotel.

In addition to the conference and as part of the event, GIA has organized the first Conscious Capital Investment, Business and Trade Mission to Paraguay on May 5-6, 2014. A group of 30 conscious investors will travel to Paraguay to meet with the heads of the Paraguayan Government and Paraguay's largest private companies and tour sector-specific investment opportunities. Limited space is available. Register by March 31 and save up to $200.

This conference brings together the most senior government and industry leaders from Paraguay with globally recognized business executives and investors. The recent conference Investment and Partnership Opportunities in the New Paraguay, held in Miami in May 2013 has proven without a doubt that global investors and emerging market fund managers are focused on Paraguay. The arguments as to whether or not Paraguay has commercially viable deposits of oil, gas, diamonds, uranium, gold etc. are over, and when combined with an abundance of clean, renewable energy, a booming agricultural industry, and a population where 65% of citizens are under 65, Paraguay is squarely on the emerging market investment map. Investment opportunities abound within infrastructure, energy, agriculture, manufacturing, distribution, logistics, and natural and developed resources making Paraguay what many consider to be the next global boom economy.

Topics that will be discussed include:

  • The New Paraguay – Why it is Becoming the Next Global Sustainable Economy
  • Expanding Paraguay's 21st Century Approach to Joining The Global Business and Investment Communities
  • A Sustainable Emerging Market With Greater Financial Stability Than Many Mature Markets
  • Paraguay's Financial Sector and its Appetite for Supporting Conscious Investment
  • Paraguay's New Infrastructure: An Environmentally Sensitive Wealth of Investment Opportunity - Structuring PPP's, Direct Investments, Local Partnerships
  • Paraguay's Booming Organic Agri Industry: Already Leading the World in Certain Sectors
  • Paraguay's Energy Sector: The Land of Clean Renewable Energy with Appetite for More
  • Benefitting From the Demand for Commercial, Industrial, Residential and Hospitality Real Estate Developments
  • Support for Entrepreneurs and the Development of an Exciting Socially and Environmentally Conscious Venture Capital Industry
  • Tigo — A Stunning Paraguayan Success Story – Investments & Partnerships in Paraguay's Technology Sector – Facebook Just Did It (Same Time, Same Day)
  • A Corporate Friendly Region to do Business – Obtaining Government Incentives for Business and Investments
  • Structuring Secure Investments in Paraguay
  • Leveraging an Educated and Willing Workforce
  • Learning from Case Studies of Success

This is a unique opportunity to see the best investment opportunities in Paraguay and to meet Paraguay's most important leaders and legal and financial professionals. Spouses/partners are welcome for a small additional fee. Visit the event website for Travel Package information and á la carte options.

For information on packages or to register, visit our website. Register by April 1st and save up to $200.

Hosted by: Endobility LLC


5th Annual Private Investment Funds Tax Master Class

May 21-22, 2014, The Princeton Club – New York, NY

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.


Financial Research Associates’ 5th Private Investment Funds Tax Master Class features the Tax Practices for Private Equity Funds conference and the Effective Hedge Fund Tax Practices conference and brings them together to run concurrently giving attendees the benefit of mixing and matching sessions according to their preference.




Top Reasons to Attend:

  • Learn how to effectively address the countless new legislative changes that have come down the pike recently
  • Understand how new and pending tax legislation affects your fund's tax planning strategies
  • Gain invaluable insight on how to best address the many foreign tax issues both inbound and outbound
  • Develop new and innovative tax strategies that you can use to increase your fund's returns in this ever-complicated environment
  • Promote optimum profitability by obtaining useful tips, techniques, and strategies from the industry's most renowned experts
  • Get insight on cutting edge fund structures that promote efficient tax practices
  • Hear directly from some of the industry's most esteemed tax leaders
  • Customize your conference experience by travelling between the hedge fund and private equity fund tracks as you wish
  • Grow your network of high-level private equity and hedge fund tax professionals
  • Earn up to 14 CPE/CLE Tax Credits!

View the conference brochure: https://www.frallc.com/pdf/B920.pdf

For more information and to register, contact Theresa Powers at 704-341-2437 or tpowers@frallc.com. Don’t forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates


Mutual Fund Distribution Forum

May 29-30, 2014, The Langham Hotel – Boston, MA

Subscribers are eligible for a 10% registration discount. Mention FMP141 during registration to enjoy this offer.


Financial Research Associates proudly presents the Mutual Fund Distribution Forum, taking place May 29-30 at The Langham Hotel in Boston. From high-level strategy sessions to practical forums, research presentations and a case study on fund growth, this event will deliver comprehensive education to inspire new thinking and creative solutions to the field’s current challenges.




Topics at a Glance:

  • Keynote Conversation with Putnam Investments President and Chief Executive Officer Robert L. Reynolds
  • Leadership Summit: Change Agents Assess the Market and Collaborate on Building the Future
  • Distribution Executive Colloquy: Business Priorities for Investment Platforms
  • Research Report: The State of the Mutual Fund Market
  • Data Management: Drinking from the Fire Hose
  • Marketing Executive Roundtable: Deconstructing the Power of Attraction
  • Distribution Executive Conclave: Building Productive Relationships
  • Examining the Frontier in Sales Management
  • Case Study: How to Grow a Fund
  • The Registered Investment Advisor Channel: Habits of Top-Performing Firms

View the conference brochure: https://www.frallc.com/pdf/B924.pdf

For more information and to register, contact Whitney Betts at 704-341-2445 or wbetts@frallc.com. Don’t forget to mention your 10% registration discount code: FMP141.

Hosted by: Financial Research Associates



Alternative Investment General Counsel Summit

MAY 29, 2014 – The Harvard Club, New York City

This executive conference explores legal opportunities and challenges presented by the growing trend in institutional investor involvement in fund structuring, heightened investor scrutiny and attention to due diligence and the ever-evolving regulatory and compliance landscape in the alternative investment space. Participants have a forum to network with peers and share strategies and solutions for attracting investors, building governance and demystifying investors’ management selection process. Our speaker faculty also covers best practices for responding to and mitigating risks associated with SEC investigations, creating effective tax structures and complying with domestic as well as international regulatory agencies.

Hosted by: ALM



June 2014

SuperReturn U.S. 2014

June 9-12 2014, Renaissance Boston Waterfront Hotel, Boston, MA

10% Discount – Quote VIP Code: FKR2362VCW

Join us in Boston for the 7th Annual SuperReturn U.S. Private Equity & Venture Capital Conference. With over 180 speakers set to participate, new interactive sessions, improved networking opportunities and the most impressive speaker line-up yet, this event is unmissable!

500+ Attendees In 2013 Including Over 190 LPs & 200 GPs

Brand New Discussion Topics For 2014

SPECIAL SITUATIONS
How Replicable Are The Best Deals?

FUND RECAPS: HOW TO MAKE THE STARS ALIGN:
What Situations Constitute A Great Recap Opportunity?

GROWTH EQUITY: FINDING ITS PLACE IN A PORTFOLIO:
What Are The Best Ways To Generate Alpha In Growth Equity Deals?

HAVE ALL THE DIFFERENTIATORS BECOME THE SAME?
How Are LPs Deciding Who To Invest With?

CREDIT STRATEGY TRAILBLAZERS:
How Do Credit Titans See The Opportunity Set Evolving & Which Strategies Make Sense Now?

OPERATIONAL VALUE ADD IN THE MID MARKET:
How Are GPs Finding Opportunities In An Increasingly Competitive & Efficient Market?

We look forward to seeing you in Boston! Register in one of the following ways:

Email: info@icbi.co.uk
Tel: +44 (0) 207 017 7021
Web: http://www.superreturnus.com/FKR2362VCW
Please quote VIP: FKR2362VCW for your 25% discount

Hosted by: ICBI



General Listings 2014


VC Taskforce: Presenting to VC Firms Workshop

April 16, 2014, 6:30-9:00 PM, Morgan, Lewis & Bockius, LLC, Palo Alto, CA

Your company presentation is your single most important fundraising document. Delivered to VCs at a conference or a partnership meeting, your pitch defines who you are, what you do and whether your company is worth a more critical look.

Most presentations simply miss the mark. They focus on what the entrepreneur wants to say rather than what VCs want to hear. The goal of this session is to bridge the VC/Entrepreneur communications gap. And unlike traditional pitching workshops offered by Powerpoint pros, this workshop is run by VCs and angel investors whose advice is battle tested from having heard and critiqued hundreds of pitches and having funded the best of them.

Hosted by: VC Taskforce


VC Taskforce: Angel Elevator Pitch

April 17, 2014, 6:30-8:30 PM, Morgan, Lewis & Bockius, LLC, Palo Alto, CA

Angel Elevator Pitch is a great opportunity for entrepreneurs to network with Angels and other CXOs, to present their company and ideas, and learn first-hand how to raise early-stage capital in today's market.

If you are an entrepreneur in a startup that is currently seeking capital and would like to present your best two-minute (time limit is strictly enforced) elevator pitch to a panel of Angels, you must follow the instructions below. Pitching slots go quickly, so sign up early!

Hosted by: VC Taskforce


VC Taskforce: Freedom from Internet Intruders

April 22, 2014, 6:00-8:30 PM, Burr Pilger, Palo Alto, CA

Internet intruders (both state sponsored and private criminals) are a rapidly increasing problem for consumers and business around the world.

Currently there are inadequate defenses against financial and IP theft and damage.

For example, there is infectious malware dubbed “CryptoLocker” that requires ransom to be paid in BitCoin to decrypt a victim’s files so they can be recovered.

To address issues posed by Internet intruders, startups are emerging, investor interest is growing, and computer companies are springing into action.

Hosted by: VC Taskforce


VC Taskforce: Leading Trends in Healthcare Technology

April 24, 2014, 6:30-8:30 PM, Morgan, Lewis & Bockius, LLC, Palo Alto, CA

"The potential impact of technology on healthcare is immense. For example, of the $1.8 trillion spent annually on healthcare in the U.S., roughly $500 billion is spent on doctor-patient visits alone. Roughly 25 percent of these visits are purely informational (no procedures are performed, and no prescriptions are written). If technology can efficiently serve patients seeking such visits, annual healthcare costs could immediately and dramatically drop by $125 billion." -- VentureBeat, 2013.

Global Healthcare IT and Technology is growing at an unprecedented pace. Are you ready to capitalize on this booming arena?

Please join us as sector experts share the latest insights on leading trends and innovations in healthcare technology.

Hosted by: VC Taskforce


VC Taskforce: Presenting to VC Firms Workshop

May 1, 2014, 6:30 - 9:00 PM, Morgan, Lewis & Bockius, LLC, Palo Alto, CA

Your company presentation is your single most important fundraising document. Delivered to VCs at a conference or a partnership meeting, your pitch defines who you are, what you do and whether your company is worth a more critical look.

Most presentations simply miss the mark. They focus on what the entrepreneur wants to say rather than what VCs want to hear. The goal of this session is to bridge the VC/Entrepreneur communications gap. And unlike traditional pitching workshops offered by Powerpoint pros, this workshop is run by VCs and angel investors whose advice is battle tested from having heard and critiqued hundreds of pitches and having funded the best of them.

Hosted by: VC Taskforce


VC Taskforce: Series A Pitch – The 30 minute Mentor

May 22, 2014, Pillsbury Law, Palo Alto, CA

The Series A pitching event is a great opportunity for young companies seeking Series A funding to present their business to a panel of highly regarded VC’s. Typically, a company looking for such funding would have made some progress in terms of market acceptance of their products or services. They also would have a team in place, perhaps received an angel round or two and have some revenues or beta customers. If the company is developing a technologically advanced product that requires significant cash infusion, then the company should have at least demonstrated a prototype and a potential for market acceptance. The company focus can be either in Hardware, Software or Services. Excluded are companies focused on Semiconductors and Pharmaceuticals.

The Event is structured as follows: (a) A pitch of 10 minutes max, with 7-10 slides including any demo which the company may want to show. (b) 15 mins of Q&A by the panel. (c) 5 minutes of non-rebuttal comments by panel. Presenters will immediately know if any of the VC’s on the panel would like to have a one-on-one meeting with the team.

Hosted by: VC Taskforce