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FEATURED SPEAKERS 

Michael Granoff, 

President & CEO 

POMONA CAPITAL 

John M. Begg, 

Managing Director 

HARBOURVEST PARTNERS 

Frank Morgan, 

Partner 

COLLER CAPITAL 

INVESTOR FOCUS (Public Pension Funds, Endowments, Foundations): 

Gain shared experience from institutional LPs allocating to private equity 

Determine the true value of Niche-oriented Funds of Funds for your specialized 

allocation needs 

Utilize Secondaries to overcome the limitations of the lock-up period 

Learn how to obtain maximum value from Consultants and Placement Agents 

Develop efficient Tax practices and learn about recent Auditing Alternative 

Investments issues 

FUND-OF-FUNDS FOCUS: 

Meet Investors and tailor your strategies to their evolving needs 

Will Listed Diversified Private Equity vehicles deliver the same rate of return to 

investors? 

Establish efficient and mutually profitable relationships with Emerging Managers 

Maximize your portfolio returns through exposure to growing Emerging Markets 

Share strategies and best practices with your peers to expand investment 

opportunities 

PLUS: your choice of a hands-on, practical Workshop: 

Maximize your fund’s value by utilizing the most advantageous 

Tax, Legal, Regulatory and Valuation Methodologies 

Or 

Increasing Profits by Expanding Overseas: 

Structuring offshore funds and international tax 

Sponsor: 

Media Partners: 

Alicia M. Cooney, CFA, 


MONUMENT GROUP 

www.iirusa.com/pefof 

Earn up to 

13.5 CPE & 3.5 CLE 

credits, this is a 

group-live event and 

there are no prerequisites

Dear Private Equity Executive, 

Join us in Boston and learn about the best strategies and solutions for Primary and Secondary Funds of Funds 

and their Investors to help them maximize their investment returns, while mitigating risks of possible market 

decline. 

LIMITED PARTNER EXPANDED ROLE 

Based on your feedback from last year, we have expanded the Limited Partners’ role in the event: Hear firsthand 

insight on what the investors are looking for while considering allocation to PE Funds of Funds. 

NEW AND ADDED VALUE 

INTERACTIVE PANELS AND PROFESSIONAL DISCUSSIONS will give you: 

Solution to mitigate risks at possible stress in the Buy-out market 

 

 

 

 

Strategies to drive up returns by investing in Global Emerging Markets 

Benefits & drawbacks of going public: Will the growing trend affect investors’ fund valuations? 

Best strategies to accommodate Investors’ needs - Impact of Secondaries and Stapled Secondaries 

Solutions to meet investors’ needs for specialized capital allocations: Case studies from Focused and 

Niche-oriented Funds of Funds 

Who Should Attend 

and Whom I Will Meet: 

✓ PE Limited Partners 

✓ Funds of Funds Managers 

✓ Secondary Fund Managers 

✓ Buy-out and Venture Capital 

Fund Managers 

✓ PE General Partners 

✓ Managing Partners 

✓ Principals 

✓ Chief Investment Officers 

✓ Chief Financial Officers 

✓ Alternative Investment Managers 

and Directors 

✓ High Net Worth Individuals 

✓ Consultants 

✓ Placement Agents 

✓ Accountants 

✓ Attorneys 

PLUS make sure you sign up for one of our in-depth, operational Workshops: 

Private Equity market is projected to have a record year in terms of size and scope of deals, according to a 

Credit Suisse Global Product Marketing Research. In this market, oversaturated with debt and with strong 

signs of investors’ high tolerance for risk, some analysts predict it is not too far from a rapid credit downturn. 

So, take this opportunity to hear and implement the most progressive tactical approaches to the most 

pressing industry issues. To register, call 888.670.8200, e-mail register@iirusa.com or visit us at 

www.iirusa.com/PEFoF 

We look forward to meeting you this November. 

Best Regards, 

Maximize your fund’s value by utilizing the most advantageous 

Tax, Legal, Regulatory and Valuation Methodologies 

Or 



Andrey V. Lyutykh 

Event Executive Director 

INSTITUTE FOR INTERNATIONAL RESEARCH 

Why Attend: 

❑ Access an assembly of LPs, 

giving their perspectives on 

investing in Funds of Funds 

❑ The most active Fund-of-Funds 

industry experts share their 

perspectives on the most 

pressing industry issues 

❑ Maximize your return potentials 

by implementing the best 

practices in valuation 

methodologies 

❑ Discuss the most favorable tax 

and accounting compliance 

solutions for Funds of Funds 

and LPs 

❑ Find out what Consultants are 

looking for in a Fund-of-Funds 

while advising to LPs 

❑ Develop efficient due diligence 

practices while establishing new 

fund relationships 

❑ Assess the growing 

opportunities of investing in 

Emerging Markets 

HEAR FROM THE TOP INDUSTRY EXPERTS: 

Ken Lehman - Chair 

KENDALL INVESTMENTS, LLC 

Christopher Baucom 

FORT WASHINGTON CAPITAL 

PARTNERS GROUP 

John M. Begg 

HARBOURVEST PARTNERS, LLC 

Marc Bonavitacola, CFA 

SVG CAPITAL 

Steven D. Bortnick 

PEPPER HAMILTON LLP 

Colin McClellan Breeze 

BREEZE VENTURES 

Dan Cahill 

STANDARD LIFE INVESTMENTS 

Stephen H. Can 

CREDIT SUISSE 

Lorelei Chao 

OCERS 

Alicia M. Cooney, CFA 


Julia D. Corelli 


Neal Costello 

ALPINVEST PARTNERS 

Thomas P. Danis, Jr. 

RCP ADVISORS 

William B. Franklin 

BANK OF AMERICA CAPITAL 

CORPORATION 

Marc Friedberg, CFA 

WILSHIRE ASSOCIATES 

INCORPORATED 

Timothy Grady 

PRICEWATERHOUSECOOPERS LLP 

Michael Granoff 


Charles R. Grant, CPA 

LEXINGTON PARTNERS 

Jason Gull 

ADAMS STREET 

Kevin Kester 

SIGULER GUFF 

Peter von Lehe 

LEHMAN BROTHERS 

James Lim 

MONTAGU NEWHALL 

Brooks Lindberg 

PARTNERS GROUP 

William J. Monagle Jr. 

NEW ENGLAND PENSION 

CONSULTANTS 

Frank Morgan 


Ludvig Nilsson 

JADE ALTERNATIVE INVESTMENT 

ADVISORS 

Kurtay Ogunc 

STOWBRIDGE PARTNERS 

Ajay Saini 

GROVE STREET ADVISORS 

Kate Sidebottom 

PARISH CAPITAL 

Crocker Snow Jr. 

GLOBAL HORIZON PARTNERS, LLC 

Tina E. St. Pierre 

LANDMARK PARTNERS, INC. 

Michael B. Staebler 


Glen Stevenson, CPA, MST 

NAUTIC PARTNERS 

Steve J. Taubman 

VCFA 

Alexandre Tilmant 

BNP PARIBAS 

Peter Tropper 

INTERNATIONAL FINANCE 

CORPORATION 

Mel A. Williams 

TRUEBRIDGE CAPITAL PARTNERS 

(Formerly with UNC 

MANAGEMENT COMPANY) 

Brian Williamson 

OPPENHEIMER & CO. 

Shelley M. Zoler 

TIAA-CREF 

PCG INTERNATIONAL – TBC 

Fax: (941) 365-2507 • Call: (888) 670-8200 • E-Mail: register@iirusa.com • Internet: www.iirusa.com/PEFoF

DAY ONE: 27 November 2007 • Main Conference 

8:30 Registration & Morning Coffee 

9:00 Chairman’s Welcome and Opening Remarks 

Ken Lehman, Managing Partner, KENDALL INVESTMENTS 

9:15 Opening Panel: Challenges and Opportunities in the 

Current Private Equity Fund-of-Funds Marketplace 

• Learn about the best practices to maximize your portfolio 

returns in the current economic environment 

• Determine effective exit strategies while considering the 

impending risk of a buy-out market downfall, triggered by 

increasing amounts of capital 

• Can Venture Capital investment allocations bring significant 

value to your FoF portfolio: Are returns in VC rebounding or 

is the venture model broken? 

• Develop successful co-investing programs: Determining risks 

and rewards of gaining access to premium funds 

• Matching your investment model to take advantage of 

current and forecast returns in the private capital markets 

Moderator 

Michael Granoff, President & CEO, POMONA CAPITAL 

Expert Speakers 

Thomas P. Danis, Jr., Managing Principal Discretion, RCP ADVISORS 

Charles R. Grant, CPA, Partner, LEXINGTON PARTNERS 

Dan Cahill, Managing Dir., PE, STANDARD LIFE INVESTMENTS 

10:20 Professional Roundtables 

Share your challenges, solutions and success stories with your 

peers, prospective clients and new market players during this 

informal and interactive session. Participants are encouraged to 

bring their specific issues or concerns to discuss with the group. 

NEW! 

10:45 Mid-Morning Break 

11:00 Panel Discussion: Niche-oriented Funds of Funds - 

Earn maximum value by employing focused strategies 

In this discussion, panelists will engage in a dynamic discussion 

on the essential differences among various niche-oriented Funds 

of Funds and where investors can find most value. You’ll leave 

this session with insight into how niche funds are differentiated, 

in terms of structure, risk profile and return expectations, and 

how to appropriately match these funds to your investment 

objectives. You’ll also hear real-world case studies 

demonstrating how FoF managers deploy niche funds into their 

allocation mix to complement their other investments, and how 

you can apply these tools to your own portfolio. 

NEW! 

Moderator 

Thomas P. Danis, Jr., Managing Principal Discretion, RCP ADVISORS 


Kate Sidebottom, VP, PARISH CAPITAL 

Kevin Kester, Managing Dir., SIGULER GUFF 

James Lim, General Partner, MONTAGU NEWHALL 

• Determine the best models to assess the value of a 

transaction for an LP 

• Building effective due diligence, manager selection and 

screening models to ensure you’re hiring the most 

appropriate advisor for your funds 

Moderator 

Alicia M. Cooney, CFA, Managing Dir., MONUMENT GROUP 


Christopher Baucom, VP of PE, 

FORT WASHINGTON CAPITAL PARTNERS 

Marc Friedberg, CFA, Managing Dir., WILSHIRE ASSOCIATES 

William J. Monagle Jr., Partner, 

NEW ENGLAND PENSION CONSULTANTS 

2:45 Afternoon Break 

3:05 Spotlight on Legal Issues: Developing FoF Strategies 

for Dealing With What You Don't Control 

• Negotiating favorable terms and conditions of the 

Underlying Funds in your portfolio - frequent side letter 

strategies 

• Structure optimally beneficial Co-Investment Rights to 

maximize returns on your investments and opportunities to 

your investors 

• Develop effective tactics for governing underlying funds and 

their portfolio companies 

• Ensure receipt of information valuable to you and your 

investors 

• Plan Asset Rules - strategies for structuring around fiduciary 

liabilities when VCOC is not an option 

• Ensure efficient indemnification provisions for your funds - 

identifying the proper indemnitor and ensuring the best 

protection 

Moderators 

Julia D. Corelli, Partner, PEPPER HAMILTON LLP 

Michael B. Staebler, Partner, PEPPER HAMILTON LLP 

3:35 Investors’ Panel: LPs’ perspective on PE Fund-of-Funds 

- Where do investors find the most value? 

• Practical approaches to selecting and monitoring FoF 

managers to address and overcome transparency and 

reporting issues 

• Determine the best allocation model that suits your 

investment needs: Primary v Secondaries 

• Search for better flexibility in managing funds: Employing an 

investment manager v allocating through FoF 

• Discuss the outflow of human capital from institutional 

investors to PE Funds of Funds 

• Hear about LPs’ return expectations and their position on 

pricing and fee structure 

• Learn how to partner with FoF by becoming a more active 

and strategic co-investor 


12:00 Lunch for Conference Attendees and Speakers 

Lorelei Chao, Investment Officer, OCERS 

1:15 Panel Discussion: Successfully adapting your 

Mel A. Williams, General Partner, 

investment strategies amid the increasing role of 

TRUEBRIDGE CAPITAL PARTNERS 

(Former VP, Dir. of Private Investments with 

Consultants and Placement Agents in the Fund-of- 

UNC MANAGEMENT COMPANY) 

Funds marketplace 

Peter Tropper, Principal Funds Specialist, 

• Adapt to the criteria that consultants employ to select FoFs 

INTERNATIONAL FINANCE CORPORATION 

while advising to LPs 

• Do Placement Agents add value and really find better 

Shelley M. Zoler, Dir., Alternative Investments, TIAA-CREF 

opportunities for LPs? 

4:45 End of Day One 

Fax: (941) 365-2507 • Call: (888) 670-8200 • E-Mail: register@iirusa.com • Internet: www.iirusa.com/PEFoF 

NEW! 

NEW! 

NEW!

DAY TWO: 28 November 2007 • Main Conference 

8:30 Registration & Morning Coffee 

8:50 Chairman’s Recap of Day One 


9:00 Secondaries’ Panel: Gaining Liquidity Through the Use 

of the Secondary Funds Marketplace 

• Stapled Secondaries: Assess the new ways to accommodate 

investors’ need for flexible investment conditions 

• Analyze the recent trends and future outlook to identify the 

most lucrative investment opportunities 

• Who brings the most value to investors, Primary FoFs or 

Secondaries? 

• Taking advantage of price competition in the secondary 

markets to uncover new return streams 

Moderator 

Frank Morgan, Partner, COLLER CAPITAL 


John M. Begg, Managing Dir., HARBOURVEST PARTNERS 

Stephen H. Can, Managing Dir., CREDIT SUISSE 

Neal Costello, Investment Manager, ALPINVEST PARTNERS 

Steve J. Taubman, Managing Partner, VCFA 

Jason Gull, Partner, ADAMS STREET 

10:00 Panel Discussion: Global Emerging Markets Funds of 

Funds - Enhance Your Returns via Cross-Border 

Investment Programs 

• Improve success with cross-border investment programs by 

developing a comprehensive and strategic investment plan 

• Build trust with your partners and gain a deeper 

understanding of the regulatory environment by establishing 

a local presence in the market 

• Increase your returns by constructing an investment program 

that leverages the specific or unique competitive advantages 

of the market 

• Maximize potential returns by deploying robust risk 

management and due diligence practices when working with 

emerging products and GPs 


Kurtay Ogunc, Partner & Co-Founder, STOWBRIDGE PARTNERS 

Crocker Snow Jr., Founder, Chairman, 

GLOBAL HORIZON PARTNERS 

Colin McClellan Breeze, Managing Member, BREEZE VENTURES 

Ludvig Nilsson, Managing Partner, JADE ADVISORS 

PCG INTERNATIONAL – (speaker confirmation forthcoming) 

11:00 Mid-Morning Break 

11:20 Panel Discussion: What Investors Should Expect From 

the Growing Market of Listed PE Vehicles 

• Learn how challenges with listed and private FoFs can 

reduce valuations or increase investment risks 

• Maximize the value of a listed PE vehicle by understanding 

how Investment Banks affect or influence the value of listed 

funds 

• Learn if LPs will see returns from Listed Diversified 

investment vehicles comparable to privately held funds 

• Strategies for FoFs to effectively market themselves in 

response to increased liquidity from Listed PE vehicles 

NEW! 


Peter von Lehe, Managing Dir., LEHMAN BROTHERS 

Marc Bonavitacola, CFA, Dir., SVG CAPITAL 

William B. Franklin, Managing Dir., 

BANK OF AMERICA CAPITAL CORP 

Brooks Lindberg, Principal, PARTNERS GROUP 

12:10 Panel Discussion: Challenges and Rewards in 

Identifying and Selecting Emerging General Partners 

• Terms and Conditions of investing with FoF: What is being 

negotiated between FoF and PE? 

• Develop effective due diligence practices while establishing 

new fund relationships 

• Tactics for setting reporting, disclosure and transparency 

agreements to ensure productive and clear communication 

among all parties 

NEW! 

Moderator 



Alexandre Tilmant, Managing Dir., BNP PARIBAS 

Brian Williamson, Managing Dir., OPPENHEIMER & CO. 

1:00 Chairman’s Closing Remarks 


About the Venue: 

Fresh twists. Inspired decor. The 

distinctive Hyatt Regency Boston is 

ideally situated in the heart of Boston's 

theater, retail, and financial districts, 

within walking distance of Boston 

Common, Faneuil 

Hall, and Newbury 

Street. Spectacularly 

renovated to the tune of $10.5 

million, Hyatt Regency Boston is the 

ideal spot for your getaway. Feel the 

Hyatt Touch. 

About the Sponsor: 

Pepper Hamilton LLP (www.pepperlaw.com) is a multipractice 

law firm with more than 450 lawyers in seven 

states and the District of Columbia. The firm provides 

corporate, litigation and regulatory legal services to 

leading businesses, governmental entities, 

nonprofit organizations and individuals 

throughout the nation and the world. The 

firm was founded in 1890. 


DAY TWO: 28 November 2007 

• Post-Conference Workshop 

1:10 Workshop Registration and Lunch for Workshop Attendees and Leaders 

2:00 Workshop A: Earn 3.5 CLE 

2:00 Workshop B: 

Credits 

Maximize your fund’s value by utilizing the 

most advantageous Tax, Legal, Regulatory 

and Valuation Methodologies 



Attendees will analyze various GPs’ and LPs’ perspectives on the underlying issues 

affecting Funds of Funds’ and their investors’ operations. Participants will learn the 

best tactics to mitigate litigation risk, gain advantage of recent tax regulations and 

effectively apply reporting valuation guidelines. 

Delegates then will be asked to analyze practical examples and work through 

hypothetical case studies to illustrate how these issues affect the structure, 

investment process, and returns of a fund of funds. Following the hypothetical case 

study, there will be plenty of time for Q&A and discussion of your own deals. 

Delegates will leave the workshop with practical tools to: 

• Effectively structure your fund operations based on Federal tax regulations and 

increasingly more aggressive approach by the states to tax collection 

• Gain maximum tax advantage through hands-on analysis of domestic and 

foreign LPs tax withholding issues 

• Mitigate the impact of FAS 157, Fair Value Measurements and recent trends 

when performing valuations or accounting activities 

• Improve your accounting practices by understanding the impact of the AICPA's 

Interpretation of AU 332, Auditing Alternative Investments 

• Manage FOIA and other disclosure requirements when structuring deals 

• Learn how valuations are put together and how to effectively calculate fair 

market value for the underlying funds 

Leaders: 

Tina E. St. Pierre, Principal, LANDMARK PARTNERS 

Timothy Grady, Assurance Partner, PWC LLP 

Glen Stevenson, CPA, MST, Tax Dir., NAUTIC PARTNERS 

Ajay Saini, CFO, GROVE STREET ADVISORS 

Steven D. Bortnick, Partner, PEPPER HAMILTON LLP 

Exploring opportunities abroad exposes for major funding and tax advantages, but 

structuring and maintaining your offshore funds requires a concrete understanding 

of international taxation and regulations. 

Using a practical, hands-on approach, participants will walk through hypothetical 

case studies to identify requirements and obtain the skills to successfully establish 

offshore funds. 

Leading Offshore Fund Formation and Structuring 

• Choosing where to domicile your fund and fund management 

• Managing U.S. tax sensitive investors with foreign investment target limitations 

• Measures to reduce taxable presence risks in the US and other high-tax 

jurisdictions 

• Reducing currency risk and choosing a denomination that benefits both sides of 

the partnership 

• The “nuts and bolts” of maintaining and operating an offshore fund 

Minimizing US and Foreign Taxes 

• Harnessing the value of bi-lateral income tax treaties and avoiding unfavorable 

tax regimes 

• Managing off-shore funds in tax favorable jurisdictions such as the Cayman and 

Jersey Islands 

• Planning around anti-deferral tax regimes and minimizing phantom income 

risks 

• Avoiding taxation as a corporation and choosing the most tax-favorable entity 

Capitalizing on International Structural Opportunities 

• Attracting a larger investor base using alternative and parallel investment 

vehicles 

• Taking advantage of structures to facilitate regional or country specific 

investments (e.g., The Netherlands, Luxembourg, Mauritius, Cyprus, Spain and 

Singapore ) 

• Managing exit events and planning for tax efficient repatriation and exit 

transactions 

Leaders: 

Kathleen Hayes, CFO and Controller, AMCI CAPITAL 

Arturo Requenez, Partner, MCDERMOTT, WILL AND EMORY 

5 Easy Ways to Register 

REGISTRATIONS: 

Please complete and return the registration form to Customer Service Manager: 

FAX: (941) 365-2507 • CALL: (888) 670-8200 or (941) 951-7885 

MAIL: IIR NY, P.O. Box 3685, Boston, MA 02241-3685 

EMAIL: register@iirusa.com • WEB: http://www.iirusa.com/PEFoF 

Group Discounts Available: Please contact Aloycia Bellillie at (212) 661-3500 ext. 3702 for 

details. No two discounts can be combined. 

Fee: The standard fee for attending IIR’s 2nd Annual Private Equity Fund-of-Funds Summit is 

outlined on the registration form. This includes the luncheon and refreshments, and the 

conference documentation and materials submitted by the speakers. You may enclose payment 

with your registration or we will send an invoice. Payment is due within 30 days of registering. If 

registering within 30 days of the event, payment is due immediately. Payments may be made by 

check, Visa, MasterCard, Discover, Diners Club or American Express. Please make all checks 

payable to the “Institute for International Research, Inc.” and write the name of the delegate(s) 

on the face of the check, as well as our reference code: U2056. If payment has not been 

received prior to registration the morning of the conference, a credit card hold will be required. 

Dates and Venue: 

27-28 November 2007 

Hyatt Regency Boston • One Avenue de Lafayette, Boston, MA 02111 

Accommodations: A block of rooms will be held for a limited period of time at the Hyatt 

Regency Boston. All hotel bookings must be made through The Global Executive's 

Internet booking site. Please visit www.globalexec.com/iir to make your reservation. If you 

do not have web access, or need additional assistance, please call The Global Executive at 

(800) 516-4265 or (203) 431-8950. You can also send them an email at conf@globalexec.com 

or fax them at (203) 431-9305. The hotel will not accept individual calls for room reservations at 

the IIR negotiated group rate. Please make sure you mention the event code U2056. 

Substitutions and Cancellations: If you need to make any changes or have any questions, 

please feel free to contact us via email at register@iirusa.com. Cancellations must be in writing 

and must be received by IIR prior to 10 business days before the start of the event. Upon 

receipt of a timely cancellation notice, IIR will issue a credit voucher for the full amount of your 

payment, which may be applied towards registration fees at any future IIR event held within 12 

months after issuance (the “Expiration Date”). All credit vouchers shall automatically expire on 

the Expiration Date and shall thereupon become void. In lieu of issuance of a credit voucher, at 

your request, IIR will issue a refund less a $395 processing fee per registration. Registrants are 

5:00 Workshops Conclude * There will be a 20-minute break at 3:15pm. 

ADMINISTRATIVE DETAILS 

advised that no credit vouchers or refunds will be issued for cancellations received less than ten business days prior to 

start of the event, including cancellations due to weather or other causes beyond the Registrant’s control. IIR therefore 

recommends that registrants allow for unexpected delays in making travel plans. Substitutions are welcome at any time. 

If for any reason IIR decides to cancel this conference, IIR accepts no responsibility for covering airfare, hotel or other 

costs incurred by registrants, including delegates, sponsors, speakers and guests. 

Documentation Order: If you are unable to attend the program, or would simply like to order additional sets of 

documentation for your colleagues, they are available for $395 per set, including taxes, postage and shipping in the U.S. 

Please fill out the order form on the back of the brochure. The documentation is available for shipment two weeks after the 

conference takes place. CREDIT CARD PAYMENT ONLY. 

Any disabled individual desiring an auxiliary aid for this conference should notify IIR at least 3 weeks prior to the 

conference in writing by faxing (212) 661-6045. 

Sponsored Events and Table Top Exhibits: Are you looking for a creative way to reach top-level decision-makers? Why 

not consider sponsoring a luncheon, cocktail party or refreshment break? Maybe you’re looking for the perfect forum to 

showcase your products and services or an onsite communication center. For information on sponsorship or exhibition 

opportunities please contact Jeffrey Dubs, 212-661-3500, ext. 3082, or JDubs@IIRUSA.com. 

Exhibitions: Exhibit space will be available at this conference offering you the perfect forum to showcase your products 

and services. This is your chance to make valuable contacts and have your tabletop display serve as your 

communications center. Please call Jeffrey Dubs, 212-661-3500, ext. 3082, or JDubs@IIRUSA.com for showcase 

opportunities. 

Complaint Resolution Policy: For more information regarding administrative policies such as complaint and refund, please 

contact our offices at (888) 670-8200 or (941) 951-7885. 

Institute for International Research is registered with the National Association of State Boards of Accountancy 

(NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State 

boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints 

regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue 

North, Nashville, TN 37219-2417. Web site: www.nasba.org This is an intermediate course and no advance preparation 

is required 

The Institute for International Research has been certified by the New York State Continuing Legal Education 

Board as an Accredited Provider of continuing legal education in the State of New York through June 30, 2003. 

Application for renewal of Accredited Provider status is currently pending. CLE credits are available for most other 

states and may vary depending on your state’s rules and regulations. For more information on IIR's financial 

hardship policy, call Kessha Jones at (212) 661-3500 x 3052. 

Institute for International Research (IIR) is dedicated to providing quality continuing legal education to 

professionals interested in its course offerings. In that regard, IIR has a financial hardship policy for professionals 

who are unable to afford the course tuition but are interested in continuing legal education courses offered at IIR. 

For further information regarding IIR’s financial hardship policy, please contact Kessha Jones at 212-661-3500, ex 

3052 or via email at kjones@iirusa.com 


IIR’s 2nd Annual Private Equity Fund-of-Funds Summit 

Five Easy Ways to Register 

Fax: (941) 365-2507 • Call: (888) 670-8200 

Mail: Institute for International Research, NY 

P.O. Box 3685, Boston, MA 02241-3685 

E-Mail: register@iirusa.com • Internet: www.iirusa.com/PEFoF 

Yes! Please register the following individual(s) for IIR’s 2nd Annual Private Equity 

Fund-of-Funds Summit 

Check appropriate box: 

Registration Fees 

❑ Conference (Including 

Workshop*) U2056 

Register by 

September 21, 2007 

Register before 

October 26, 2007 

Name 

Title Department 

Name 

Title Department 

Your Manager Title 

Company 

Address 

City State Zip 

Tel: ( ) Fax: ( ) 

❑ YES! Please keep me informed about future IIR events via fax 

Signature 

E-Mail: 

❑ Yes! Keep me informed about future events via e-mail 

Signature 

Register after 

October 26, 2007 

$2,295 $2,395 $2,495 

* Please indicate workshop ❑ Workshop A ❑ Workshop B 

Plan Sponsor Discount: 

❑ Conference (Including 

Workshop) U2056C 

$795 $895 $995 

METHOD OF PAYMENT 

❑ I have enclosed my payment ❑ I will register now and pay later** 

❑ Please charge my credit card: 

❑ Visa ❑ MasterCard ❑ American Express ❑ Diner’s Club ❑ Discover 

Credit Card No. 

Exp. Date 

Signature 

**Payment must be received within 30 days of the event 

EXHIBITIONS/SPONSORSHIPS: 

Please send me more information on how to: ❑ Exhibit ❑ Sponsor 

INCORRECT MAILING INFORMATION 

If you are receiving multiple mailings, have updated information or would like to be 

removed from our database, please call (212) 661-3876 or fax this page to (419) 

781-6036. Please keep in mind that amendments can take up to 6 weeks. 

PLEASE DO NOT REMOVE MAILING LABEL 

U2056 

Chairman 

Ken Lehman, 

Managing Partner 

KENDALL INVESTMENTS 

Michael Granoff, 

President & CEO 


John M. Begg, 


HARBOURVEST PARTNERS 

Frank Morgan, 

Partner 


Alicia M. Cooney, CFA, 



www.iirusa.com/pefof

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