Full Day Capital Raising Workshop

Hello, My Name is Richard Wilson,

I would like to invite you to complete a full-day workshop on how to raise capital for your investment fund from elusive single and multi-family office wealth management firms.

Attend this workshop for a guaranteed productive day of training on capital raising best practices, family office marketing, capital networks, and the compliance pitfalls of raising capital from UHNW and HNW investors. Enjoy the fully catered breakfast, lunch, and the peer networking sessions included with your registration.

This workshop costs $797 for one participant, $997 for two participants, and it is scheduled for Thursday September 22nd, 2011 from 8:00AM to 4:00PM EST at the Harvard Club of Boston located at 374 Commonwealth Avenue Boston, MA 02215 (Directions) Download the workshop PDF overview

“What is the probability that you are aware of every capital raising strategy that is available to you? If you take away just one new capital raising strategy or create one new networking relationship the return from your investment could be 1000%+…I know I made my original investment back about 2 hours into the seminar…What I do with the rest of the knowledge is all profits from here…”
- Craig Coletta, CFA CMT

This workshop will include a full workbook that you will complete throughout the day so when you leave you will have a cheat sheet in hand with exactly what you need to do to raise more capital.

Seating is Limited Due to Room Size & Catering: As of 8/02/2011, there are 74 seats left for this workshop. Seats are sold on a first-come, first-served basis. To register or learn more about this full-day workshop please read below. If you need to print out the details on this workshop please download our workshop brochure in PDF format.

Our team has hosted dozens of workshops and events and we structure them so that no service providers are allowed to participate, no guest speaker pitching is allowed, and we guarantee that you will get massive value from the workshop. If you are not satisfied we will give you all of your money back, no questions asked.

This Exclusive Full Day Capital Raising Workshop Will Cover:

The 7 Proven Strategies for Raising Capital Every Quarter from family offices and high net worth prospects; these are actionable strategies that anyone can implement to raise more capital
The common compliance pitfalls of raising capital in this area including: a live Q & A session with a leading fund compliance attorney with specific experience in crafting capital raising agreements
Four $100,000 capital raising mistakes are almost always made and how you can avoid those and use these lessons to your advantage
Some of the capital raising tactics and concepts that we will present include The Capital Raising Funnel, The Angels & Demons Strategy, the Horse Betting Wedge, and the HNW Avatar Model
1 full-hour of post-event capital raising strategy and marketing material feedback on your pitch book and marketing materials directly from Richard Wilson. This allows you to apply what you have learned, explain how you are trying to raise capital and get direct email feedback from Richard Wilson on what you should consider changing and improving.

This workshop is offered by Richard Wilson of the Hedge Fund Group and sponsored by:

TradeStation Prime Services, a division of TradeStation Securities, Inc., and the Armor Law Group. To date, we have conducted dozens of networking events, workshops, and conferences, and each has been stronger and more valuable than the last. At this workshop, we will be implementing all of the feedback we have received from past events to ensure that this event is all the more valuable to you.

ACSB ACSB provides start-up services, auditing services, tax and financial statement preparation services to nearly 375 private investments companies, offshore funds, commodity polls, funds of funds, and private equity funds throughout the US and the Cayman Islands, from our offices in NYC, NJ, San Francisco, Los Angeles and Cayman Islands.

“Richard Wilson’s expert knowledge and current insights about the hedge fund universe provided an invaluable check list of the dos and don’ts in hedge fund marketing.”

- Johanna Thornblad, Meridian Fund Managers

Participants in This Workshop Include: Typically, we have participants from around the world fly in for these workshops, and as noted above a fully catered breakfast, lunch, and periodic peer networking sessions are provided during this event as part of your registration fee. Registration is required and no walk-ins will be accepted on the day of the workshop due to limited space. Since networking is included, we thought it would important to let you know that no service providers will be allowed to participate in the workshop, and attendees will include:

Investment fund managers including hedge fund, private equity, REIT, and ETF fund managers
Investment banking professionals
Capital raisers, third party marketers, and placement agents
Emerging fund managers looking to help get their capital raising processes in place
Investor relations professionals
Fund of fund marketers and principals
Board of advisory members who are responsible for helping raise capital

Over 70% of the content at this hedge fund marketing materials workshop will be new material that we have never covered in any of our other capital raising workshops.

Workshop Agenda: Throughout this workshop we will be using interactive discussion exercises that will allow you to get to know others in the room. These exercises will break up the day into 20-40 minute focused chunks of learning, ensuring there are no painful 2 hour blocks of just sitting and taking notes. The workshop will run from 8:00AM until 4:00PM with the catered breakfast starting at 8:00AM and the training beginning promptly at 8:30AM.

Richard-Wilson-Speaking-Optimized-300x199

Richard C. Wilson will be presenting for most of the day during this workshop, sharing his expertise on capital raising and hedge fund marketing materials. Richard has directly helped raise over $200M and has advised over 300 hedge fund managers on raising capital. With a background in direct capital raising, as well as third party marketing, Richard has provided training to over 1,600 hedge fund professionals in Monaco, Singapore, Moscow, London, New York, Tokyo, Bermuda, Chicago, Sao Paulo, Brussels, and Miami.

Richard is the author of the most widely read book on hedge funds with over 75,000 copies distributed to date. Richard runs the 50,000 member Hedge Fund Group, FamilyOffices.com, and HedgeFundBlogger.com, the #1 most popular blog on hedge funds. Richard has a background is in third party marketing, capital raising, and risk management process improvement. Richard earned his M.B.A. from the University of Portland, and he studied the application of psychology of influence and persuasion to marketing and sales while attending Harvard University.

Douglas F. MacLean is the Managing Member of Armor Law Group (www.armorlawgroup.com) located in Boston, Massachusetts. Mr. MacLean has been an attorney for over 10 years, including 9 years at the international law firms of Bingham McCutchen, K&L Gates and Latham & Watkins in New York and Boston. He has counseled onshore and offshore hedge funds, private equity funds, real estate funds, venture capital funds and funds-of-funds on formation, structure, compliance, marketing and reorganizations. In addition, he has worked with unregistered and registered investment advisers of open- and closed-end registered investment companies, managed accounts, and various private funds regarding formation, taxation, registration, advertising, broker-dealer distribution, AIMR-PPS/GIPS Standards and SEC/SRO/CFTC compliance

Mr. MacLean also serves as the Managing Member of Armor Compliance (www.armorcompliance.com), a comprehensive compliance consulting firm for private equity and hedge fund managers. Mr. MacLean is also the founder of SageTree Seminars LLC (www.sagetreeseminars.com), an educational company that organizes compliance seminars for private equity and hedge fund managers. Mr. MacLean graduated cum laude from Harvard College and graduated from Cornell University with a J.D. from Cornell Law School and an M.B.A. from the Johnson Graduate School of Management. He has also served as a business law professor at Tufts University, is a CFA candidate and has passed the Series 7, 39, 63 and 65 examinations. Mr. MacLean was also recognized as a 2009 and 2010 Massachusetts Rising Star by Super Lawyers Magazine.

Don't miss out on this opportunity to develop your game plan for tapping into the growing pool of capital that family offices represent globally. Other investment fund managers are gaining the specialized knowledge and know-how required to access these investors and the level of competition for attracting investors of all types is increasing every year.

Risk Free Offer: If you attend this conference and find that you don’t get at least $5,000 of value, the Hedge Fund Group will give you 100% of your money back. You will also be allowed to keep the e-books and swipe files for your trouble.

The Hedge Fund Group can make this offer because we have included so many valuable interviews, reports, tips, strategies, templates and best practices that we are confident you will benefit from this workshop. The last time the Hedge Fund Group offered this workshop not a single person in the crowd requested a refund and everyone received a ton of value from the full-day training workshop.

I look forward to meeting and networking with you at this live workshop, thank you for your time.

4 Bonuses Worth $2,875: Participants in this workshop will receive a number of bonuses that can be taken advantage of during the event. These include:

Example Training Modules: Still not sure whether you should register for this workshop? To show you the high quality and practical type of capital raising advice that we will provide during the Hedge Fund Marketing Materials workshop, we have recorded a module from our last workshop and made it available to download for free. Download the Video Module Sample (MP4 Video Format)| Download the Audio Module Sample (MP3 Format)

Order Trouble? Feel free to Fax in your registration using this form or call us during west coast U.S. business hours and we will be happy to take care of your registration over the phone. Our phone number is (212) 729-5067 and our email address is Workshop@HedgeFundCertification.com

50 Additional Reasons to Attend; Below are over 50 quotes from past participants in our full day capital raising workshops held over the past few years. Please email us to receive a reference from any of the hedge fund managers and hedge fund professionals below who have used and benefited from our full day intensive workshop programs.

“It was a pleasure meeting you today at the NYC Hedge Fund Marketing Mechanics Seminar, hosted by you/your firm. I thoroughly enjoyed your presentation and your hedge fund marketing ideas/insight. Again, thank you for hosting such an informative and thought-provoking event. I look forward to attending future events held by your firm.”

- Mike Krumenacker, Directory of Business Development & Investor Relations at Taum Sauk Capital Management

“The workshop helped me to define the different stages I need to go through to set up a hedge fund and be successful. The whole process doesn’t seem as daunting as it did about 8 hours ago.”

“The workshop content was relevant and educational, after the workshop my mind was racing with new ideas and ways to improve all aspects of my strategy and implementation of my strategy. Like any great coach or motivator I left the workshop more inspired and with a deeper desire to suceed.”

“From a marketing and networking perspective my time spent today and the cost of the seminar was the best use of my time and money in a very long time.”

“What is the probability that you are aware of every capital raising strategy that is available to you? What are the chances that you have secured all the networking relationships you must have to build a multi-billion dollar fund? If you take away just one new capital raising strategy or create one new networking relationship the return from your investment could be 1000%+…..In my book the risk/reward for the seminar is a good trade…I know I made my original investment back about 2 hours into the seminar…What I do with the rest of the knowledge is all profits from here…In addition, you get to meet some of your competition which is always fun.”

“The workshop was well worth my time to fly to New York. You gave me a lot of great ideas and motivation to get out there and raise more capital.”

“The program opened up my eyes to what investors need to see to be confident in our investment strategy and management team as well as our product. Great presentation!

“Terrific workshop. It provided great insights into the pitfalls many managers make in setting up and marketing their funds. The exercises provide a great opportunity for self examination and networking”

“Richard provided specific actions I plan to take in order to increase the effectiveness of my capital raising strategies. In all, today was time well spent.”

“Any serious emerging hedge fund practitioner is encouraged to participate in this program early to avoid startup regrets and unnecessary cost build-ups. The program is a terrific companion to early success in the new world of professional investing.”

“Pretty much like a short 1-Day MBA program for hedge fund managers on the business side. Thank You!”

“This workshop was very informative especially considering the time spent. There is a lot of information packed into a short period of time. The presenter was very well qualified and knowledgeable and they did an excellent job of providing impartial information not slanted towards their company. Very good workshop. Thank You.”

“The presentation was excellent, very practical and worth of its own merit. I know more now than if I was to try and learn this material through other courses. Richard is down to earth in presenting and his advice is doable and real. “

“Great workshop. Extremely informative for anyone starting or operating a fund. It really gave us real info about different infrastructure tools that would improve our firm and fund.”

“The Emerging Manager Workshop was a great opportunity to learn from experienced marketers and network with peers within our investment space. I would definitely recommend these events to other commodity advisors”

“Great information and marketing suggestions, also good information on topics relevant to new funds.”

“This marketing training can be applied to many areas of fund management and capital raising. I gained a lot of universal knowledge from this seminar. THANK YOU!!”

“Richard provides an engaging workshop that encourages interaction with members of the workshop. Talking with and building relationships with the attendees and the sponsors is a key benefit. Thanks I will be back for more in the future.”

“I was able to see how important it is to have set procedures for everything including fund raising. Also received plenty of legal and compliance information that is very practical and useful.”

“I feel like I have become more knowledgeable overall about the business of hedge funds. I thought using PowerPoint was helpful and I enjoyed the workbook exercises that were included as well.”

“Content – excellent. Speakers – great. Presentation Style of Information – preferred.”

“Richard’s Hedge Fund Marketing Seminar in NYC was educational, current, and inspiring. We all benefited from Richard’s breadth of knowledge surrounding the hedge fund marketing arena as his presentation delved into the granular level, while only providing valuable, relevant information. His stories and anecdotes were woven seamlessly into the presentation, serving as both motivational and informative tools.”

Great! We needed your sales perspective, a new angle for our type of business.

“Absolutely sincere and a great source and fountain of information. Real life examples of what to do regardless of the level of the participant, useful for everyone from beginners to pros in hedge fund marketing.”

“I have found this seminar most useful as a financial services professional transitioning from a career in institutional equity sales into a third party marketing or hedge fund marketing role. For me, I needed a smart practical introduction into this new career path, and I got it! I am very pleased that I was able to participate. Richard Wilson was excellent!”

“Valuable information that was well organized and presented. Two tips I plan on implementing are the FAQ One Pagers and Daily Capital Raising Rituals.”

“This conference differentiated the truly important tasks ans processes from the those that just eat up time. The material helped me focus on my attitutde and work habits to drive the appropriate behaviors to increase my chances of raising sticky assets for our funds.”

“The workshop tells me just what marketing materials I need and some guidance on how to get started. Richard is very knowledgeable and sincere (not a typical sales guy), which is much appreciated.”

“Richard’s seminar goes way beyond the basic premises on marketing your fund, he actually teaches “blocking and tackling” of building a marketing infrastructure. Also covered were the often smaller details that many ignore, but actually are the building blocks to a successful and long-term hedge fund marketing strategy.”

“The seminar was an excellent opportunity to gather information regarding hedge fund marketing.”

“I found the seminar absolutely thought provoking and inspiring. Quite a number of the ideas shed light on new hedge fund marketing ideas. Not only things I wasn’t doing but, more importantly, on things that I am presently doing but that could be done much better!”

“I was able to network with professionals in all aspects of the hedge fund industry.”

“I enjoyed the program very much. It gave me systematical approach to expanding my gig through sales and marketing!”

“The information given in this seminar shortened my learning curve in the hedge fund marketing space.”

“I feel the Hedge Fund Marketing Mechanics training program was structured very well with exercises.”

“Exceptionally detailed presentation of capital raising techniques and strategies that will get our marketing off to the right start.”

“The most valuable part of the Hedge Fund Marketing Mechanics program was the common sense sale and marketing principles that we often forget to employ because we are too close to it all.”

“A great overall plan for anyone starting up a fund and good specific hedge fund marketing strategic advice for growing or well established hedge fund managers.”

“There is no magic pill when it comes to raising capital. You have to stick to it and be prepared to work hard. You have to develop great relationships, don’t just sell.”

“Thank you for a well planned and well run marketing seminar. I learned a great deal.”

“This has been exactly what I needed to get my marketing jump started. I now have the tools and no excuses not to succeed. The rest is up to me.

“The workshop reinforced principles from the past, introduced new ideas relevant to the current capital raising environment and provided insights of how to compete effectively.”

“Hedge Fund Marketing Mechanics provided a tremendous amount of information all packed into one training program. I received at least 2-3 ideas that I can take away right now and start using tomorrow to improve our capital raising processes. Thanks!”

“Richard Wilson’s expert knowledge and current insights about the hedge fund universe provided an invaluable check list of the dos and don’ts in hedge fund marketing.”

“I loved all of the practical techniques I can implement immediately to be more efficient in raising funds. Also this is the first seminar I have attended that offers marketing strategies for any specific financial product, very much appreciated!”

Full Day Workshop: How to Raise Capital From Family Offices