PROFESSIONAL DEVELOPMENT “Where are the Deals?! Private Equity and Venture Capital Funds’ Best Practices in Deal Origination ” By David Teten
Date: Time: Venue:
26 April 2010 12:00pm – 2:00pm (Registration and lunch at 12:00pm, talk starts at 12:45pm) FTSE Room, Level 9 Capital Tower, 168 Robinson Road
Synopsis At this luncheon talk, David Teten, CEO of Teten Advisors will address the following issues: - How can you position yourself to become your target's preferred investor? - How can you lower your deal origination costs? - What does research on deal-origination indicate are the primary sources of deal flow for institutional investors? - What can you do to identify companies that might be interested in being approached? - What are the earmarks of a potential investment opportunity? - How can you increase your inflow of useful referrals? - How can you best affiliate with operating executives who want to be owner-operators, with backing from private equity? - What is the best way to make warm cold calls? *You can download a detailed version of the slides from this presentation at: http://teten.com/deals As a participant in the CFA Institute Approved-Provider Program, CFA Singapore has determined that this event qualifies for 1 credit hour. If you are a CFA Institute member, CE credit for your attendance at this event will be automatically recorded in your CE diary.
Speaker’s Biography David is CEO of Teten Advisors (www.Teten.com), which specializes in advising private equity and venture capital funds on accelerating deal flow, portfolio company executive optimization and recruiting, and due diligence. In this presentation, David will discuss the findings of the first-ever study of best practices in venture capital and private equity deal origination, based on his work with a range of institutional investor clients, interviews with over 150 professional investors, and research he conducted in writing his book, The Virtual Handshake: Opening Doors and Closing Deals Online. David will be releasing his findings in forthcoming articles in The Harvard Business Review and the Journal of Private Equity. David was formerly a Managing Director with Evalueserve, a 2,500-person financial research and analytics outsourcing company based in India, China, Chile & Romania. David was previously Founder and CEO of Circle of Experts, an investment research firm acquired by Evalueserve. He was also formerly Founder and CEO of an investment bank focusing on serving the internet domain name asset class, which he built to 450 customers. He worked with Bear Stearns’ Investment Banking division as a member of their technology/defense mergers and acquisitions team, and was a strategy consultant with Mars & Co. David sits on the Advisory Boards of Accolo, Grouply, and the Word of Mouth Marketing Association. He is currently based in New York and is visiting Singapore as part of the faculty for the Singapore launch of the Founder Institute, a training program for technology entrepreneurs. David holds a Harvard MBA and a Yale BA, both with honors.
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