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NOVEMBER 3 - 4 2016 WALDORF ASTORIA NEW YORK NY STRONGER TOGETHER O V E R 5 0 0 P E P R O F E S S I O N A L S F R O M O V E R 3 0 C O U N T R I E S 12TH ANNUAL GENERAL PARTNER SUMMIT NETWORKINGNETWORKING RELATIONSHIP BUILDING RELATIONSHIP BUILDING FUNDRAISINGFUNDRAISING EFFICIENTUSE OFTIME EFFICIENTUSE OFTIME 12TH ANNUAL GENERAL PARTNER SUMMIT NOVEMBER 3 - 4 2016 WALDORF ASTORIA NEW YORK NY SINCE 2005 THE GP SUMMIT has been the premier event for the private equity industry bringing together a select number of GPs with LPs from around the world for two days of one-on-one meetings and networking opportunities. THE ILPA GP SUMMIT IS BUILT ON FOUR PILLARS HOW IS THE EXPERIENCE AT THE GP SUMMIT DIFFERENT THAN OTHER INDUSTRY EVENTS The one-on-one LPGP meetings are the main focus of the event. The ILPA uses a sophisticated matching tool with a proprietary algorithm to generate meetings based on mutual interest. The custom-built software system collects each LP and GPs rankings to generate a personalized itinerary of meetings. LP attendees include the most sought-after accredited investors and all participating GP organizations are vetted by a screening committee prior to being accepted to register. GP survey respondents attribute an average of 3-4 LP commitments and 3-4 re-ups to relationships built at the Summit. THE AVERAGE COST FOR A GP TO TRAVEL TO ALL OF THESE MEETINGS IS OVER50K 111 LP ORGANIZATIONS REPRESENTING 190 INDIVIDUALS WITH OVER 400 BILLION AUM ALLOCATED TO PRIVATE EQUITY 525 PE PROFESSIONALS 30 COUNTRIES REPRESENTED 925 MEETINGS 85 OF GPs HAD 11 MEETINGS OR MORE A GP COULD SAVE OVER 80000 MILES AND CLOSE TO 3 WEEKS OF TRAVELING AROUND TO SEE ALL OF THE LPs ON THEIR SCHEDULE. OVER 250 LP ORGANIZATIONS HAVE ATTENDED THE SUMMIT SINCE ITS INCEPTION OVER 10000 LP-GP MEETINGS HAVE TAKEN PLACE SINCE 2005 4 The ILPA is the leading global member-driven organization dedicated to advancing the interests of private equity limited partners through forward thinking educational programs inde- pendent research best practices LP-only events and industry networking forums and broad-based collaborations with both investor and private equity organizations. ILPA membership is comprised exclusively of asset owners investing into private equity and spans a diverse range of institutions both small and large who collectively manage over 1 Trillion of private equity assets. ILPAS LP MEMBERS MAKE THE GP SUMMIT A PRIORITY TO ATTEND EACH YEAR WITH OVER 60 OF THE ILPA MEMBERSHIP ATTENDING IN THE PAST. WHO ARE ILPAS MEMBERS 340 75ILPA MEMBERS Making Connections GLOBAL MEMBERS 2500PRIVATE EQUITY PROFESSIONALS OF THE TOP 50 LPs 5 LP ATTENDEES AT THE SUMMIT Limited Partner attendees include a broad range of senior level institutional investors representing public and corporate pension plans endowments foundations family offices insurance companies sovereign wealth funds and other private equity institutional investors. 46SENIOR LEVEL includes CEO CIO Head of Private Equity Vice President and Managing Director 37 17JUNIOR LEVEL includes Analyst Investment Analyst Associate and Senior Associate MIDSENIOR LEVEL includes Director Portfolio Manager Assistant Portfolio Manager and Senior Investment Officer SENIOR LEVEL LPs bring their analysts and associates to experience the Summit and they perform due diligence during meetings. LP ORGANIZATIONS BY TYPE LP ORGANIZATIONS BY TYPE COMPANY SECTOR FOCUS Abu Dhabi Investment Authority ADIA SOV Alaska Retirement Management Board PUB Alberta Teachers Retirement Fund ATRF PUB Bimcor Inc. CORP Colorado Public Employees Retirement Association PERA PUB Employees Retirement System of Texas PUB Employees Retirement System of the State of Hawaii ERS PUB Guardian Life Insurance Corporation of America INS Harvard Management Company ENDOW Illinois Teachers Retirement System TRS PUB Indiana Public Retirement System INPRS PUB Liberty Mutual Investments INS Memorial Hermann Health System OTH MetLife INS Minnesota State Board of Investments SBI PUB Ohio State Teachers Retirement System PUB Ontario Teachers Pension Plan Board OTPP PUB Prudential Insurance Company of America INS Public Employees Retirement Association of New Mexico PERA of NM PUB QIC INV Shell Asset Management Company CORP South Carolina Retirement System Investment Commission PUB Southern Ute Indian TribeGF Private Equity Group LLC INV State of Michigan Retirement Systems PUB State of New Jersey Investment Division PUB Texas Childrens Hospital ENDOW Texas Tech University System ENDOW The Missouri Public School Retirement System PSRS PEERS PUB Virginia College Savings Plan INV CORPORATE PENSION 7 INSURANCE COMPANY 15 PUBLIC PENSION 49 INVESTMENT COMPANY8 SOVEREIGN WEALTH FUND2 FAMILY OFFICE18 OTHER 5 ENDOWMENT 7 LP ATTENDEES BY LEVEL OF SENIORITY 6 GP ATTENDEES General Partner attendees include buyout growth distressed mezzanine secondary venture capital and select specialty funds from around the world. DISTRESSED 2015 SECTOR FOCUS SECONDARY VENTURE FUND OF FUNDS Global Peers 51 21 14 8 4 2 BUYOUT OTHER GROWTH MEZZANINE SPECIAL FOCUS PE FUNDS 2015 GP ATTENDEES COMPRISED OF 7 8 WHAT HAPPENS ON-SITE A Day in the Life of a GP at the GP Summit 700am 800am 930am- 1220pm 1230pm 245pm- 540pm BREAKFAST WELCOME REMARKS AND OPENING SESSION GPLP MEETINGS LUNCHEON WITH FEATURED KEYNOTE SPEAKER RECENT SPEAKERS HAVE INCLUDED BILLY BEANE OAKLAND As GENERAL MANAGER AND INSPIRATIONAL SUBJECT OF MONEYBALL 2015 IAN MORRISON 2014 RUSS FRADIN 2013 BRENT SMOLIK 2012 FOLLOWING LUNCH MORE MEETINGS ON THE 10TH FLOOR IN MEETING SUITES. A BUSY DAY MAKING CONNECTIONS INCLUDES A NETWORKING BREAK DAY ONE - NOV 3 Each year ILPA highlights an interesting segment or topic in the private equity industry during the event. In the past this has included energy technology healthcare distressed and special situations and for 2016 we will be discussing Environmental Social and Governance ESG practices. 9 540pm 745am FINISH OFF DAY ONE MEETING AND GREETING AT THE COCKTAIL RECEPTION NETWORKING BREAKFAST 900am- 1250pm FOUR MORE BACK TO BACK MEETINGS ON THE 10TH FLOOR 100pm FINISH OFF YOUR TIME AT THE SUMMIT AT THE CLOSING LUNCHEON THE OFFICIAL END TO THE CONFERENCE. YOU ARE WELCOME TO USE YOUR SUITE UNTIL 5pm FOR ADDITIONAL MEETINGS SET UP OUTSIDE THE MEETING SYSTEM. DAY TWO - NOV 4 10 WHAT REGISTRATION INCLUDESOne 1 private suite to be used to hold meetings with LPs.This suite will be available to you for an ad- ditional four hours after the con- clusion of the event for additional ad hoc meetings Face-to-face meetings with a guar- anteed minimum of eight LP orga- nizations Attendee passes range from 4-8 company representatives. GPs typically send a combination of Senior Partners and a marketing or IR contact Participation in all networking events and sessions for your rep- resentatives Exclusive access to over 100 of the worlds most powerful LPs and ILPA members Access to the full attendee list in- cluding contact information for all attendees two weeks prior to the conference Branding opportunity throughout the year. As a GP attendee your logo will be displayed at the ILPA member conference firm profile included in the GP Summit par- ticipant package sent to all ILPA members and listed in the mem- ber section of ilpa.org Registering for the GP Summit YOUR LOGO HERE FROM PAST PARTICIPANTS PRODUCTIVE AND EFFICIENT MEETINGS WITH INFORMED LPS WITH EXCELLENT ORGANIZATION BY THE ILPA TEAM. NO TIME WASTED AND EVERYONE COMES PREPARED IT IS WONDERFUL. EFFICIENTWAYTOMEETALOTOFDIFFERENTAND GENERALLY PREVIOUSLY UNMET INSTITUTIONS. WE LOVE IT 11 To inquire about the event or to be added to the list of approved general partners please email Sara Mikolich at smikolichstarkgroupinc.com. REGISTRATION IS LIMITED TO 80GPs IN ORDER TO ENSURE A DIVERSE MIX OF GP PARTICIPANTS ALL REGISTRANTS ARE VETTED THROUGH THE GP SUMMIT COMMITTEE BEFORE REGISTRATION IS CONSIDERED FINAL. 1 Under 500 Million 3 2 500 Million - 999 Million 4 3 1 Billion - 4.99 Billion 6 4 Over 5 Billion 8 HOW DO I REGISTER GP SUMMIT TIERED REGISTRATION FEES TIER FUND SIZE Converted to USD as of Dec 31 ATTENDEE PASSES NEW PRICING FOR GPs the ILPA has instituted a tiered pricing structure for 2016 and beyond in order to broaden the opportunity for GP firms of differing sizes to attend. This pricing model change originated out of ongoing feedback from both GPs and LPs. The GP fee to attend has not been changed since 2010. This is referring to most recent fund raised or currently raising If marketing multiple funds at the Summit the fund size is equal to to- tal of funds being marketed ILPA reserves the right to 1 verify the fund or fund size being market- ed and 2 cap the number of manag- ers by tier or strategy Specifics Related to Fund Size 12 A LOOK AT THE MEETING SELECTION PROCESS A Unique Meeting Scheduling Algorithm The ILPA has crafted a unique meeting scheduling algorithm over the past 12 years which always receives rave reviews from attendees. When LPs and GPs login to the meeting sched- uling system they will be asked to select one another based on a scoring system between 1 and 5. Category 1 is ideal Category 2 is preferred Category 3 is neutral Category 4 is not ideal to meet with and Category 5 is cannot meet with. During the optimization process an algorithm will translate LP and GP selections into a specially designed scoring system. Meetings are organized based on a combined GPLP score prioritizing the best scores first to indicate mutual interest. HOW DO I SELECT LPs . . . . . . THEN WHAT HAPPENS The meeting scheduling process optimizes the meeting prefer- ences of LPs and GPs in accor- dance with your individual se- lections made in late September each year. Attendees rank each other in a scoring system using profile information on organizational characteristics and investment strategies provided at registra- tion. You will receive up to 10 one- on-one meetings during the two day event. In some cases you may be scheduled to meet with two LPs in a single time slot. In order to ensure the meetings are relevant for all both LPs will either be prospective investors or existing investors. The electronic meeting scheduling system will use the selections to optimize the meeting schedules. The goal of the system is to fill LPs and GPs meeting schedules with their top preferences which will result in matches in Categories 1 2 and 3. Category 4 meetings could happen but are very unlikely and Category 5 meetings will not take place. Categories 1 and 2 are the top selections for the LP and the GP and the system prioritizes these preferences. FREQUENTLY ASKED QUESTIONS Another schedule option available is to opt out of the selection process and instead receive a meeting schedule filled with LPs that ranked you highly and are interested in meeting with you. You will however still have the option to select up to five LPs that you cannot meet with. This LP interest-driven schedule option was first launched in 2014 and has increased useage and great feedback each year 1. 2. 3. 4. 13 WHEN DO WE GET OUR FINAL SCHEDULES HOW DOES THE EUROPEAN NATIONAL PRIVATE PLACEMENT PROCESS WORK For approved and registered GPs the ILPA will guarantee meetings with eight LP organizations in- cluding double up meetings. If ILPA is unable to provide eight meetings subject to the terms and conditions listed you will receive a credit towards your attendance at the GP Summit the following year. This guarantee is based on the initial meeting schedule released on Monday October 17 2016. The ILPA will NOT take into account any meetings canceled by the GPLP because they have recently met or are not a suitable match as all matches are created via attendee selections and the knowledge we have based on fitno fit criteria. GUARANTEED MEETINGS Since 2014 the ILPA has put the following process in place to assist registered GPs in their complianceeffortswithrespecttonationalprivate placement regimes in Europe. In summary you will only be able to see a European based LP if that European LP has previously solicited a meeting with you by ranking you as a 1 Ideal or a 2 Preferred. European LPs will be asked to make their GP selections in advance prior to the meeting scheduling system being opened up for all GPs and the remaining LPs. The ILPA will send you your final meeting schedule two weeks prior to the GP Summit on October 17 2016. This policy is in effect only if the ILPA is not able to provide meetings with eight LP organizations on your original schedule OR if your meeting schedule drops to below eight meetings with LP organiza- tions due to last minute LP cancellations that ILPA is unable to fill. If the ILPA fills a drop off with a replacement then this does not bring you below the guarantee. The ILPA must be made aware of any cancellations prior to or onsite at the GP Summit when it happens to have sufficient opportunity to find a suitable re- placement. Post-event claims will not be accepted. TO REGISTER OR FOR QUESTIONS ABOUT THE ILPA GP SUMMIT CONTACT Sara Mikolich Conference Coordinator gpsummitilpa.org 763.497.2067 PREMIER SPONSOR PLATINUM SPONSOR GOLD SPONSOR