PART OF THE 88THTH AANNUALNNUAL SAME TIME, SAME PLACE AS Blue Ribbon Hedge Fund Symposium & PPRIVATERIVATE EEQUITYQUITY Institutional Real Estate Investing Forum ROUNDUPROUNDUP MARK YOUR CALENDARS NOW FOR THE INDUSTRY’S PREMIERE “DESTINATION EVENT”! OVER 500 PRIVATE EQUITY AND INSTITUTIONAL INVESTORS ATTENDED LAST YEAR. SPECIAL KEYNOTES FROM: Vice President Dan Quayle, Chairman, CERBERUS GLOBAL INVESTMENTS William Dudley, Chief U.S. Economist, GOLDMAN SACHS FEATURED SPEAKERS INCLUDE: • Marv Damsma, Director of Trust Investments, BRITISH PETROLEUM • Mark Heesen, President, NVCA • David Foley, Senior Managing Director, THE BLACKSTONE GROUP • Jonny Maxwell, Chief Executive, STANDARD LIFE INVESTMENTS (PRIVATE EQUITY) LTD • Jon Moulton, Managing Partner, ALCHEMY PARTNERS • Monte Brem, President, PCG ASSET MANAGEMENT • Kurt N. Schacht, Managing Director, CFA INSTITUTE, CENTRE FOR FINANCIAL MARKET INTEGRITY • Guido van Drunen, Portfolio Investments, DOW CHEMICAL COMPANY JANUARY 29 - FEBRUARY 1, 2006 THE FAIRMONT SCOTTSDALE PRINCESS RESORT • SCOTTSDALE, AZ LEAD SPONSORS: CO-SPONSORS: MILLER BU CK FIRE To Register, Please Call 1-800-599-4950 / 1-212-967-0095 or Visit www.srinstitute.com/cx575 JOIN HUNDREDS OF INDUSTRY LEADERS FROM: Dear Colleague: Abbott Capital Management LLC Lake Partners Many industry participants believe that 2005 was the year that Private Equity could once again “stick its head above the wall Adams Street Partners LLC Lincolnshire Management with out getting it shot off” as was the case for much of the time subsequent to 01. Whether this is an indication of a return to Alchemy Partners Los Angeles City Employees’ prominence as an investment class will remain to be seen as many investors are still concerned about the weakness in some Allied Capital Retirement System fundamental economic indicators, however, it is clear that interest, activity and returns are all trending up. American Capital Mayer Brown Rowe & Maw Baird Capital Partners Miller Buckfire & Co., LLC Throughout the industry’s highs and lows over the past decade, hundreds of Institutional Investors and Private Equity Banc of America Securities Money Management Group, Inc. Professionals have gathered each year in Arizona at Strategic Research Institutes Private Equity Roundup to discuss the BP North America Nautic Partners LLC opportunities and hurdles being faced and to form relationships that otherwise may never have been made. Now in its 8th British Petroleum (Trust) New Mexico State Investment year and with many thousand past attendees, the “Roundup” is without question the industry’s premiere “destination” event. The Camelot Group, LLC Council Capital Analytics Nixon Peabody LLP Ever sensitive to market conditions and professional demands, The Strategic Research Institute continues to innovate and CFA Institute, Centre for Financial Nth Power lead the alternative investment conference industry. Building on its position as the first company to provide a “custom” Market Integrity NVCA experience by running concurrent programs focused on Private Equity, Hedge Funds and Institutional Real Estate, we Cerberus O’Melveny & Myers continue our leadership in 2006 by implementing our “Institutional Investor Alumni Club”. This audience development Cleantech Venture Network OVP Venture Partners innovation will insure our events continue to bring together the right mix of limited and general partners, both of which are Columbia West Capital LLC Partners Group necessary for truly meaningful networking. (Please see the page to your right for more details.) Commonwealth Advisors Paul Capital Partners The Private Equity Roundup will once again form the stage for explicit discussion. Highlights on this year’s ComVentures Pacific Corporate Group Credit Suisse First Boston PFA Pension (Denmark) agenda include: Cue Capital Siguler Guff & Co. Timely keynotes from Vice President Dan Quayle, current Chairman of Cerberus, and William P. Dudley, Chief Deloitte Silverline Partners Economist at Goldman Sachs The Dow Chemical Company Sloan Securities A “report card” on European Private Equity from two of the continent’s most visible decision-makers: Jonny (Pension) Standard Life Investments Maxwell and Jon Moulton Duff & Phelps (Private Equity) Ltd Panel sessions on the industry’s most pressing issues, including: Finding Next Generation & Emerging Managers; Foley & Lardner LLP StarVest Partners Distressed & Turnaround Opportunities; Fundraising Strategies; Exits; and the Secondary Market GarMark Advisors LLC Sterling Investment Partners, L.P. Glencoe Capital Sun Capital Partners Challenging sessions this year touching on industry ethics — for example, are retail investors ready to be Goldman Sachs Technology Partners pitched alternatives? Grant & Eisenhofer P.A. The Blackstone Group World renowned speakers, the largest gathering of Institutional Investors, the opportunity to network and meet a broad Hallador Partners The Deal LLC array of alternative investment professionals in a relaxed environment that promotes interaction, focused presentations, Investigative Management Group The Shansby Group and the reputation of Strategic Research Institute, combine to make this a hard event to miss. J. H. Cohn LLP Thomas Capital Group J.P. Morgan Partners Thomas Family Foundation To reserve your space, you may register by phone at 1-800-599-4950; complete the registration form on the back cover of Kilpatrick Stockton LLP Volvo Group Retirement Trust the brochure and fax it to 1-646-336-5891; or online at www.srinstitute.com/cx575. Kohlberg Kravis Roberts WaldenVC Landmark Partners We look forward to seeing you again in Scottsdale this January. Very truly yours, Stuart Williams, President & CEO STRATEGIC RESEARCH INSTITUTE COMPLIMENTARY ATTENDANCE FOR “INSTITUTIONAL INVESTOR ALUMNI CLUB” MEMBERS: Members of Strategic Research Institute’s “Institutional Investor Alumni Club” enjoy a waiver of all registration fees for the Alternative Investment Roundup programs. As a first time attendee to an SRI event, an initial registration fee of $495 is due for attendance and membership in the alumni club. Thereafter, as a member, all future events are complimentary. Senior investment decision makers of pension plans, endowments and foundations are invited to contact Kerry Cunniffe at: [email protected] to inquire about membership qualifications. Current Institutional Investor Club Members include representatives from: ABB Pension Fund Girl Scouts of the USA Montana Board of Investments Sheet Metal Workers’ National Pension Fund AK Steel Holding Corporation Government of Singapore Investment Corporation Montgomery County Employees’ Retirement System Shell Retirement Funds Albert and Margaret Alkek Foundation Great Lakes Protection Fund Municipal Employees’ Retirement System of Michigan Siemens Corporation Alexander Dawson Foundation Grinnell College National Railroad Retirement Investment Trust Simmons College Alfred P. Sloan Foundation Gubelmann Family Foundation Nestle USA Smith College Allied Domecq Hallmark Cards Retirement Plan New Hampshire Retirement System Smithsonian Institution AMAS Group - Family Office Hamburger Pensionsverwaltung eG New Mexico State Investment Council South Street Seaport Museum AMB Generali Hamilton College New Orleans Employees’ Retirement System Southern Methodist University American Airlines Pension Plans Hanford Pension and Savings Funds New World Foundation Stanford Management Company American Red Cross Endowment Fund Health Services Retirement Plan New York City Comptroller’s Office State Compensation Fund of Arizona American University Honeywell International New York City Department of Finance State of Connecticut - Office of the Treasurer Amtrak Horace W. Goldsmith Foundation New York Law School State of Nebraska Anheuser-Busch Companies Houston Firefighters’ Relief & Retirement Fund New York State Common Retirement Fund Stern Investment Holdings Arizona Community Foundation Houston Municipal Employees’ Pension System New York State Teachers’ Retirement System Stocker Foundation Arizona School Risk Retention Trust Howard Hughes Medical Institute New York University Summit Charitable Foundation Arizona State Retirement System Hyde Family Foundations Nicholas Endowment Tampa Fire & Police Retirement System Arizona State Treasurer’s Officer Idaho Endowment Fund Investment Board Norfolk State University Foundation TAPPI Foundation Arizona State University Foundation Illinois State Universities Retirement System North Carolina State Treasury and Retirement Systems Tayebati Family Office Arlington County Employees’ Retirement System Indiana Public Employees’ Retirement Fund North Dakota State Land Department Teacher Retirement System of Texas AT&T Investment Management Corporation Indiana University Foundation Northwestern University Investment Office Texas A & M Foundation Trust Company Atlantic Philanthropies Institute for Electrical and Electronic Engineers (IEEE) Ohio Public Employees’ Retirement System Texas Permanent School Fund Atmos Energy Corporation Intel Corporation Treasury Ontario Municipal Employees Retirement System Texas State Treasury Safekeeping Trust Company Baltimore City Fire and Police Employees’ Retirement System International Paper Company Ontario Teachers’ Pension Plan Texas Tech University System BellSouth Corporation Iowa State University Foundation Oregon Investment Council The Horwitz Family LP / Trusts Blue Cross Blue Shield Association IPC Endowment Oregon State University Foundation Thomas Family Office Board of Pensions