Private and Co-Investment Risks and Opportunities

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Private and Co-Investment Risks and Opportunities

August 3, 2020

Overview

A virtual Asset Owner Series™ event

Hear from senior private banking executive Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank, about where private market valuations make sense, and where they don’t.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

6:00 PM | WELCOMING REMARKS

Thomas Brigandi, CFA, Vice Chair – Board of Directors, CFA Society New York; Founder, Asset Owner Series

6:05 PM | INTERVIEW, DISCUSSION

Interviewer

Thomas Collimore, CFA, Head of Institutional Relationships, CFA Institute

Interviewee

Itay Blasenheim, Global Head of Direct Private Investments, Citi Private Bank

6:30 PM | Q&A FROM AUDIENCE

6:45 PM | CLOSING REMARKS AND ADJOURNMENT

Kris Thiessen, CFA, CAIA, EA, Chair – Board of Directors, CFA Society New York; Founder & Managing Partner, Helix Management

Additional Details

Learning Outcomes

  • Private equity due diligence
  • Private investment strategy
  • Co-investment risks

Please note that CFA Society New York has not granted permission to quote any part of this transmission, and any attribution is not permitted.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partners of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

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CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Refunds, Cancellations, and Substitutions

  • 48 HOURS ADVANCED NOTICE OR MORE:
    • Credit to be issued (to be used within 6 months)
  • LESS THAN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.