Emerging Manager RoundTable
A community of emerging & diverse managers and industry allies
There’s no reason to build your firm alone. This virtual roundtable series is an intimate gathering of emerging & diverse private equity fund managers networking and growing together. Join us monthly to invest in yourself, build your institution, and tell your story with likeminded (read: fun and smart) people.
We’re back!
After a brief hiatus, the Emerging Manager RoundTable community is back on the grid! Subscribe to my newsletter to register for the live tapings, and visit this page for the recordings.
Catch replays of all the RoundTables:
How Not to Go Nuts During Uncertain Times
April 2024 - Coach & consultant Bonny King-Taylor gives us practical tips on how to stay confident even when we’re in shaky market. We also suss out what “backability” really is and how you can acquire it.
The Complicated State of the Market
March 2024 - We’re back! Brian Bank of Kirkland & Ellis gives us the scoop on why fundraising has been so tough and some great advice on fundraising best practices, including what mistakes not to make.
Working with Placement Agents
October 2022 – Nia White of Arc Capital Advisors discusses when to engage a placement agent, how best to work with them, and why they seem to throw shade at first-time funds.
Your Investor Relations Engine
September 2022 – Susan Stella of Activate Capital enlightens us on the many services an IR head provides, when emerging managers should build out their IR engine, and how to differentiate between IR and other services, such as fund administration.
Building your Team
June 2022 – Lori Gleeman founder of Soul Equity Solutions talks to us all about recruiting. I ask Lori some probing questions about how best to build your team, both internally and in your portfolio companies.
Marketing your Fund
May 2022 – Anna Wolf, founder and CEO of SuperScript Marketing, an agency that supports some of the largest asset managers in the world, regales us with her marketing insights. Learn some of the marketing best practices that made these behemoths household names and how you can apply them to grow your firm’s prominence.
The Basics of Fund Administration
April 2022 – Donnett Campbell and Laura Simms from the industry’s largest fund administrator, SS&C explain what all a fund administrator does. We learned how emerging managers can use them to help build their back office and advance their fundraise.
The Legal Considerations of Fund Formation
March 2022 – Katelyn Kimber and Molly Kirwan, associates at Cooley, enlightened us on the legal considerations of fund formation. We delved into a host of useful topics from SEC registration, to incentivizing LPs to current VC trends.
The Brass Tacks of Fund Formation
February 2022 – The RoundTable communities’ own Brian Bank, investor relations strategist at Kirkland & Ellis took us through the brass tacks of fund formation, from how to select the right service providers to how to get your point across to LPs most effectively.
PE & Entrepreneurship through Acquisition
December 2021 – Special guests Brendan Anderson, founder of ScaleCo, and Donnie Bedney, ScaleCo Operating Partner & President of PSP Metrics, gave us insight into the benefits of entrepreneurship through acquisition for both private equity GPs and aspiring business owners.
HNWIs as LPs
November 2021 – Special guest Joe Cope, co-founder and managing partner of Cope Corrales, enlightened us on how emerging managers can connect with HNWIs through their RIAs.
Fund of Funds LPs
October 2021 – Special guest Heran Getachew, former Director of Investments at Illumen Capital, shed some light on what’s uniquely at stake for fund of funds LPs and what that means for GPs.
Diverse Teams & SBICs
June 2021 – Special guest Jeri Harman, founder of Avante Capital, spoke with us about steps she took to build a diverse team and how Avante became 2018 SBIC of the Year.
Setting Intentions
May 2021 – Special guest Bonny King-Taylor, an award-winning coach & consultant, spoke with us about setting intentions and dealing with rejection.
Building Your Firm
April 2021 – You’re not just doing deals—you’re starting a business! What are some best practices for creating an institution when you already feel stretched?
Storytelling
March 2021 – Nailing your message is the key to winning over LPs and aligning your team.
Differentiation
February 2021 – How do you differentiate your fund in the eyes of LPs? What are they looking for, anyway?