Upcoming Events

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Past Events

March 28, 2013
The U.S. SBA Office of SBIC Operations
The Minto Pyramid Principle and Effective Investment Committee Communications
Washington, DC

September 19, 2011
Venture Capital and Private Equity Institute (VCI)
Presenter: Effective Communication as a Fund Manager
Atlanta, Georgia

October 7, 2010
Capital Roundtable MasterClass: Private Equity Fundraising from Family Offices and Wealthy Individuals
Panelist: Four Specialists in Fund Marketing Describe Best Practices for Preparing Presentations & Pitch Books for Family Offices & Wealthy Individuals
New York City

September 23, 2008
Capital Roundtable MasterClass: Fundraising for P.E. Firms
Workshop Presenter/Panelist: Road Shows – Best Practices for Designing Your Presentation
New York City

July 23, 2008
Capital Roundtable Middle Market Private Equity Summer Pow Wow
Panelist: Raising Your Next (or First) P.E. Fund and Working with Your Limited Partners
New York City

May 14, 2008
Capital Roundtable MasterClass: The Art of the Smaller Deal
Workshop Presenter/Panelist: Fundraising for Smaller Middle-Market P.E. Funds
New York City

March 14, 2007
Capital Roundtable MasterClass: Fundraising for Smaller Middle-Market P.E. Funds
Panelist: Unique Challenges of Raising a Fund to do Smaller Deals
New York City

September 27, 2006
Capital Roundtable MasterClass: Fundraising for Private Equity and Venture Capital Firms
Workshop Presenter/Panelist: Road Shows — Best Practices for Presentations
New York City

September 11, 2005
31st Annual Venture Capital Institute
Faculty Member: Effective Communications as a Venture Capitalist
Atlanta, Georgia

March 4, 2004
Community Development Venture Capital Alliance (CDVCA) Annual Conference
Presenter: Best Practices in Writing Investor Presentations
New York City

October 26, 2003
NASBIC Annual Meeting
Presenter: Techniques for Effective Communication with Prospective Limiteds
Washington, DC

May 1, 2003
Partnership on Nonprofit Ventures Annual Conference and Awards Ceremony: Making the Pitch
Presenter: Techniques for Developing Persuasive Investor Presentations
New York City

September 24, 2002
Harvard Business School Club of NY
Presenter: Effective Business Writing Skills Workshop: The Pyramid Principle
New York City