November 10, 2011
12:30 - 7:00 PM
Pillsbury Winthrop Shaw Pittman LLP
50 Fremont Street
San Francisco, CA 94105
Join us for an interactive, instructional workshop to learn step-by-step how to create unique and individualized marketing material to attract and engage investors and raise capital.
This one day hedge fund marketing event will cover: Presented by: Guest Speakers: Investor Panel and Q&A Session: Early Bird: Regular Price: Registration: Partnered with: Affiliated with:
Maital S. Rasmussen, Founder and CEO, Rasmussen Communications, Inc.,
Kermit Claytor, Fund of Funds Manager, Skyline Partners
Ildiko Duckor, Counsel, Pillsbury Winthrop Shaw
T. Jon Williams, Ph.D., CFA, South Avenue Investment Partners
and much more ...
Maital S. Rasmussen, Founder & CEO, Rasmussen Communications, Inc.
Rikke Jorgensen, Copywriter, Rasmussen Communications, Inc.
Seavan Sternheim, COO, CMO, QMCapital, LLC
Kermit Claytor, Fund of Funds
Manager, Skyline Partners
Ildiko Duckor, Counsel, Pillsbury Winthrop Shaw
Paul R. Perez, CFA, Springcreek Advisors, LLC
T. Jon Williams, Ph.D., CFA, South Avenue
Investment Partners
12:30 – 5:30 Workshop
5:30 – 6:30 Panel and Q&A
6:30 Cocktails
$675 for one participant
$975 for two participants
Early Registration ends
October 27th, 2011
$750 for one participant
$1,050 for two participants
http://tinyurl.com/HedgeFundBootCamp
E-mail: maital@r-comms.com
Maital S. Rasmussen is the founder and CEO of Rasmussen Communications, Inc. She is a marketing leader with a fifteen-year global track record in creating measurable, result driven programs. Maital believes that each client has an original story to tell, and she identifies and communicates that story from a unique angle. Her proven experience gives her the edge in driving new businesses, both domestically and internationally, as well as the innovative use of marketing technologies. Maital entered the field with rapid-growth high-tech start-ups, and worked her way up to Vice President at JPMorgan as a Global Marketing Manager and a Senior Relationship Manager. After several years in JPMorgan’s New York headquarters, Maital led the establishment of JPMC’s Escrow Services division in San Francisco.
Kermit Claytor, Fund Principal of Skyline Partners, fund of hedge funds, has over two decades of investing and analytical experience and over 15 years as an analyst and advisor to hedge fund investors. In his role as the Founder and Principal of King’s Mountain Capital Group, LLC, since 1993, he was responsible for the management of the portfolio, including initial screening and vetting of prospective hedge funds, and designing and implementing due diligence. As an advisor to individuals, families, private trusts, funds-of-funds, and other institutional clients, he has examined and participated in thousands of hedge fund transactions. He has overseen the construction and management of generally-diversified hedge fund portfolios, as well as sector-specific portfolios. Mr. Claytor has gained market research experience as a Credit Analyst with the Federal Reserve Bank of San Francisco, a Market Analyst with S&P/MMS International, and the North American Representative with Fund Advisors, Ltd.
Ms. Duckor practices in Pillsbury's Corporate & Securities area, and is a senior member of Pillsbury's Investment Funds & Investment Management practice group. Her practice focuses on hedge funds and investment management regulation. She provides strategic and legal advice for start-up investment advisory businesses and up-and running investment managers ranging from small advisers to those with hundreds of millions in assets under management. Ms. Duckor counsels on a wide range of legal issues and regulatory compliance matters related to the structuring, formation and management of registered and unregistered investment advisory firms and domestic and offshore hedge funds and fund groups. Ms Duckor also has extensive experience preparing and negotiating agreements for various investment management, managed account and sub advisory arrangements, and negotiating on managers' behalf investments by institutional investors ("side letters") and 'seed' capital arrangements.
Prior to joining Pillsbury, Ms. Duckor practiced in the investment management groups with the law firms of Schulte Roth & Zabel LLP in New York and Howard Rice Nemerovski Canady Falk & Rabkin in San Francisco, and served as in-house counsel for Barclays Global Investors, N.A. She serves on the programming committee of the Association of Women in Alternative Investing.
Paul Perez has been in the investment management business since 1987. He currently is the CEO (Acting) and CIO of Springcreek Advisors, a registered investment advisor and multi-family office. Previously, Paul was CIO of Lyon Ventures LLC (a family office investing solely in alternative strategies) and The Scion Group LLC (a family office allocating both to traditional and alternative investment managers). Other positions previously held by Paul held were Managing Director at Northern Trust, Director of Strategic Initiatives at HRJ Capital (a $2.4 billion AUM sponsor of alternative funds of funds), Managing Director of the U.S. Trust Company of New York, head of portfolio management at Credit Suisse Private Banking (New York), and portfolio manager at Bankers Trust Company (New York). Paul serves on the Board of Advisors of HG Capital, a real estate private equity firm, and of Tynt, a technology firm. Previously, Paul served on the Board of Directors of Springcreek Advisors, on the Board of Advisors of RCM, an Allianz Global Investors Company, and as an Advisor to Pemigewassett Partners.
Jon Williams has spent his entire career in the investment management business developing a specialty in advising institutions, families and individuals on all aspects of investment policy development, the selection of suitable investments, education and tailoring of investment strategies to meet the unique objectives of clients. Most recently he was a Managing Director at Epoch Investment Partners. He joined Epoch at its inception and founded Epoch's west coast client service and business development efforts. Prior to joining Epoch he was a Managing Director with my CFO Investment Advisory Services where he advised affluent families on all aspects of their investments and had a significant influence on the development of the investment philosophy and implementation while chairing the Investment Policy Committee. Prior to joining my CFO, Jon spent eight years as a Partner with Asset Strategy Consulting in Los Angeles. Asset Strategy tailored investment advisory services for a variety of prominent institutional and individual investors with approximately $200 billion of pension, endowment, foundation, insurance, and healthcare assets.
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