Alternative Investments

PE Emerging Managers Case Studies—The Allocators Respond

July 27, 2017 | 6:00 PM - 8:00 PM

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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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The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY 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 CFANY 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. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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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.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@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.