PE Emerging Managers Case Studies—The Allocators Respond

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PE Emerging Managers Case Studies—The Allocators Respond

Thursday, July 27th, 2017 | 6:00 pm – 8:00 pm
Please note: No recording and no LiveStream of this presentation.

Register for Event

Fees

Members $30 | Nonmembers $70
$10 surcharge for walk-ins

Location

CFA Society New York
1540 Broadway #1010
New York, NY 10036

Raising capital for PE funds has become highly competitive. Despite robust growth in the PE industry, smaller and younger GPs find it especially difficult to raise a fund. They tend to encounter stiff headwinds from LPs, consultants, and professional placement agents. Smaller and younger GPs may have problems with their team, strategy, or track record that knock them out of the running. Making matters more problematic, LPs today often manage fully mature portfolios making it especially difficult to secure allocations into a new relationship. The obstacles can seem insurmountable.

Take part in an insider’s case-study discussion with allocators and gatekeepers to learn how private equity managers are evaluated. Using hypothetical, but realistic, case studies (handed out prior to the event) our moderator will pose questions to solicit candid feedback from the panel. On the table will be real-world issues involving, teams, strategies, and track records. The event is intended to be interactive with the audience, so come prepared to ask your own questions. Get the kind of honest and specific feedback you rarely hear directly from investors.

Introduction

Steven Bloom, CFA, Senior Portfolio Manager, ARC Fiduciary

Panelists

Marcia Haydel, Managing Director, Performance Equity Management
Michael Kelly, Managing Director, Hamilton Lane
David Chiang, Global Head of PE Fund Investments at a prominent Family Office
Gijs van Thiel, Managing Partner, 747 Capital

Moderator

Timothy Cunningham, President, Touchstone Group, LLC

Features, Benefits, Values

Attendees can ask the panel their own questions about how to break through from emerging to established manager. Learn from investors what the major stumbling blocks are and how to overcome them. The panelists will share their views on how emerging managers can separate themselves from the competition.

Major Points

Find out how managers can respond to concerns about track record blemishes, employee turnover, or any other issues that can create marketing issues.

Learning Objectives

  1. Consider ways to overcome investor and allocator concerns about committing to emerging managers.
  2. Better understand how the allocators think about a range of issues which can cast doubt about an emerging manager’s prospects for success.
Who Should Attend?

Private Equity Founder, Portfolio Manager, Analyst, Allocator, Investor, Family Office, Placement Agent, Business Development Professional

Silver Sponsor

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For more information: Policies and Procedures

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to seminars@nyssa.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures