Co-Investment Summit 2016

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About The Conference

iGlobal Forum is pleased to announce the upcoming Co-Investment Summit, taking place in New York on March 2nd. This event will discuss the sector of co-investing as it grows in popularity among both LPs and GPs. LPs are searching for lower costs and additional transparency, while GPs are using co-investments as a way to increase dealflow and attempting to target larger investments. New challenges for LPs when entering into the co-investment space are making it difficult to navigate, but here we will discuss how to overcome short timeframes for valuations, due diligence, governance, tax, rights, and other issues. A case study done on Closing the Deal will reveal how co-investments are carried out in practice to find a successful strategy, as well as highlight the pitfalls to avoid. 1-on-1 networking will allow LPs and GPs to connect, during a series of concise and focused meetings, and evaluate the potential for mutual business endeavors. Plus, an interactive luncheon workshop will cover the recent move to direct investing and the opportunities within this structure.  The co-investing environment is ripe with new opportunities, and iGlobal Forum’s Co-Investment Summit will examine the strategies that LPs can use to create a successful co-investment program. The event will bring together senior-level representatives from: LPs, private equity firms, mezz lenders, investment bankers, law firms, and industry advisors.

Key Topics Covered

  • Understanding the drivers and players of co-investing
  • Macroeconomic developments pushing the trend of co-investing forward
  • Avoiding errors and practicing thorough due diligence in co-investment while complying with the shortened timelines
  • The importance of building relationships and connections in getting involved in co-investments
  • How to effectively negotiate mutually beneficial terms for the best outcome
  • Understanding the changes in the regulatory environment, and staying up to date with compliance and transparency requirements by the SEC
  • How the direct investing environment is having an impact on private equity
  • Find the best opportunities for you in alternative co-investment strategies and structures

Network With Leading

  • Limited Partners
  • Institutional Investors
  • Venture Capitalists
  • Private Equity Firms
  • Mezzanine Lenders
  • Portfolio Managers
  • Operating Partners
  • Investment bankers
  • Law firms
  • Research and Advisory Firms
8:00 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am - KEYNOTE PRESENTATION: DRIVERS & PERFORMANCE OUTLOOK FOR THE CO-INVESTMENT ENVIRONMENT
  • The drivers of investor interest in both co-investing and direct investing
  • Recent statistics and performance outlook
  • Expected levels of activity going forward
  • Discuss the groups most affected by this trend
Claudio Siniscalco

Claudio Siniscalco

Managing Director, Global Co-Head of Co-Investments

DEUTSCHE ASSET & WEALTH MANAGEMENT

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9:45 am - BEST PRACTICE FOR LPS WITH CO-INVESTMENT PROGRAMS
  • Where and when co-investments make the most sense: is it worth it for you? Understanding the risk, additional pitfalls, and controversy around the structure
  • Analyzing co-investment deals, and overcoming the legal risks
  • Strategies in the right resources needed for success: staffing, insourcing vs. outsourcing, and the benefits of a dedicated in house team
  • Scaling up your co-investment team, sourcing deals for continuous dealflow, and co-investment selection to ensure diversification and quality
  • Understanding the strategic differences and opportunities between private equity, growth equity, venture capital, socially responsible, and credit co-investments
Saki Georgiadis

Saki Georgiadis

Partner

HERMES GPE

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Marshall Bartlett

Marshall Bartlett

Managing Director

FISHER LYNCH CAPITAL

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Todd Ruggini

Todd Ruggini

Principal, Co-Investments

ALPINVEST PARTNERS

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Kenneth O'Keefe

Moderator:

Kenneth O'Keefe

Managing Director & COO

VESTAR CAPITAL PARTNERS

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10:30 am - MORNING NETWORKING BREAK

* 1-on-1 Structured Networking Session. Alongside the networking break, we will be running a series of pre-arranged concise and focused meetings, where attendees will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required if you wish to attend this session.)

11:15 am - NEGOTIATING AND UNDERSTANDING THE BEST CO-INVESTMENT DEAL
  • Asset classes where you have seen the best returns so far in 2016, and the increased focus on the middle market as opposed to large cap deals
  • The varying processes for effective due diligence and investment evaluation dependent on deal type: how does the process differ between big syndications vs. fundless sponsor deals? 
  • Key points to look for in negotiating mutually agreeable terms, and making sure you have the right protection when looking at potential pitfalls
  • Negotiating the best allocation of a co-investment, and how to work with a GP: what can you negotiate?
  • Understanding the process for investing alongside sponsors, and the process for management screening
Eric Albertson

Eric Albertson

Investment Director

SL CAPITAL PARTNERS (US) LIMITED

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Mark Benedetti

Mark Benedetti

Managing Director

ARDIAN

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Sebastian Jano

Sebastian Jano

Senior Vice President- Investments

PARDEE RESOURCES COMPANY

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Debbie Ackerman

Debbie Ackerman

Partner

TWIN BRIDGE CAPITAL

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Joseph A. Smith

Moderator:

Joseph A. Smith

Partner

SCHULTE ROTH & ZABEL LLP

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12:00 pm - REGULATORY DEVELOPMENT AND THE RISK & RETURN OF CO-INVESTING
  • Do co-investment funds have a better risk/return profile than other investment opportunities?
  • Understanding each side of co-investing, and the importance of a long-term strategy
  • Examining the potential of co-investments to deliver outsized returns
  • Explore methodologies and recent studies in co-investment that can be applied to help find successful returns
  • Regulatory changes on the horizon affecting the structure of co-investments
  • Complying with transparency and disclosure requirements
  • The effect of AIFMD on co-investment opportunities – do you fall under the directive?
Nitin Gupta

Nitin Gupta

Partner

CASPIAN PRIVATE EQUITY

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David P. Scopelliti

David P. Scopelliti

Senior Vice President

ALCENTRA NY LLC

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Jeffrey A. Reals

Jeffrey A. Reals

Managing Director

PERFORMANCE EQUITY MANAGEMENT

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Samuel Won

Moderator:

Samuel Won

Founder & Managing Director

GLOBAL RISK MANAGEMENT ADVISORS

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12:45 pm - NETWORKING LUNCHEON
2:00 pm - ROUNDTABLE DISCUSSIONS

Choose your topic for an interactive discussion with fellow attendees on the most pressing issues facing the industry. Network at small tables and participate in lively topical conversation. This provides an excellent opportunity to meet your industry peers in a unique setting.

Roundtable 1

UNDERSTANDING THE LP PERSPECTIVE & RISKS

  • Doing valuations and due diligence on co-investment opportunities
  • Negotiating fees and terms
  • No-fee/no-carry – is this feasible?
  • Which fees and expenses LPs are liable for
  • Co-investing vs. direct investing
Scott Martin

Scott Martin

Director, Co-Investments

CAMBRIDGE ASSOCIATES

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Roundtable 2

DEVELOPING RELATIONSHIPS FROM THE GP PERSPECTIVE & INCREASING DEALFLOW

  • How to structure co-investment deals to reflect mutual benefit
  • Ensuring a successful investment on both sides of the deal
  • Best strategies for accessing and attracting LPs
  • Applying co-investment transaction fees, terms, and carried interest 
Paul Peterson

Paul Peterson

Managing Director

WIND POINT PARTNERS

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2:45 pm - AFTERNOON NETWORKING BREAK
3:00 pm - CLOSING THE DEAL: CASE STUDY IN A SUCCESSFUL CO-INVESTMENT
  • How co-investments are carried out in practice
  • Unpacking the success in this co-investment deal
  • Ensuring the compatibility and satisfaction of each investor
  • Terms and structures used to provide each side with a successful return
Karl Schade

Karl Schade

CEO

THE PRESIDIO GROUP

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Isabel K.R. Dische

Isabel K.R. Dische

Partner

ROPES & GRAY LLP

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3:30 pm - ALTERNATIVE STRUCTURES & STRATEGIES FOR CO-INVESTMENT CAPITAL RAISING
  • Single trade co-investments vs. sub-debt and equity funds: discuss these alternative structures & understand the strategies associated with managing each
  • Discuss traditional fund sponsors and how they utilize co-investments
  • Working with Independent Sponsors, and the impact they have had on the co-investment environment
  • Effective capital raising on a deal-by-deal basis
Bruce Lipian

Bruce Lipian

Managing Director

STONE CREEK CAPITAL

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Eric Zoller

Eric Zoller

Co-Founder & Partner

SIXPOINT PARTNERS

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Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

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Marc C. Bergschneider

Moderator:

Marc C. Bergschneider

Managing Member

STARBOARD CAPITAL PARTNERS

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4:15 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Keynote Speakers

Claudio Siniscalco

Claudio Siniscalco

Managing Director, Global Co-Head of Co-Investments

DEUTSCHE ASSET & WEALTH MANAGEMENT

Claudio Siniscalco, Managing Director, is Global Co-Head of Co-Investments for Deutsche Bank based in London. He

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Speakers

Karl Schade

Karl Schade

CEO

THE PRESIDIO GROUP

Karl joined Presidio in 2007 to launch the firm’s first private equity fund, which focuses on mid-market

View More

Todd Ruggini

Todd Ruggini

Principal, Co-Investments

ALPINVEST PARTNERS

Todd is a Principal responsible for transactions in North America. He joined AlpInvest in 2008 from Alta

View More

Saki Georgiadis

Saki Georgiadis

Partner

HERMES GPE

Saki is based in New York and leads Hermes GPE’s investment and business activities in the US. He joined

View More

Mark Benedetti

Mark Benedetti

Managing Director

ARDIAN

Mark Benedetti, Managing Director at Ardian. In his 10th year with the firm, based in New York, focused on fund of

View More

Paul Peterson

Paul Peterson

Managing Director

WIND POINT PARTNERS

Paul joined Wind Point in 2000. Paul serves on the boards of Interface Performance Materials, Petmate and Rupari

View More

Scott Martin

Scott Martin

Director, Co-Investments

CAMBRIDGE ASSOCIATES

Scott is a Senior Investment Director in our Boston office and founding member of Cambridge Associates’

View More

Kenneth O'Keefe

Kenneth O'Keefe

Managing Director & COO

VESTAR CAPITAL PARTNERS

Ken is a Managing Director and Chief Operating Officer of Vestar with responsibilities including Investor

View More

Bruce Lipian

Bruce Lipian

Managing Director

STONE CREEK CAPITAL

Bruce N. Lipian is a founding principal of StoneCreek Capital LLC. Mr. Lipian’s previous experience includes

View More

Marshall Bartlett

Marshall Bartlett

Managing Director

FISHER LYNCH CAPITAL

Marshall is a Managing Director in Fisher Lynch Capital’s Boston office and he focuses primarily on buyout

View More

Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large

View More

Eric Zoller

Eric Zoller

Co-Founder & Partner

SIXPOINT PARTNERS

Mr. Zoller is responsible for helping to set strategic direction for the company. He has overall responsibility

View More

Eric Albertson

Eric Albertson

Investment Director

SL CAPITAL PARTNERS (US) LIMITED

Eric Albertson, Investment Director at SL Capital Partners.  Responsible for origination, screening, evaluation,

View More

Marc C. Bergschneider

Marc C. Bergschneider

Managing Member

STARBOARD CAPITAL PARTNERS

Mr. Bergschneider is a Managing Member and co-founder of Starboard Capital Partners. Marc currently serves as a

View More

Samuel Won

Samuel Won

Founder & Managing Director

GLOBAL RISK MANAGEMENT ADVISORS

Samuel K. Won is the Founder and Managing Director of Global Risk Management Advisors, Inc., the leading

View More

Nitin Gupta

Nitin Gupta

Partner

CASPIAN PRIVATE EQUITY

Mr. Gupta is a Partner. He serves as Caspian’s lead investment professional for direct investments and is a

View More

Sebastian Jano

Sebastian Jano

Senior Vice President- Investments

PARDEE RESOURCES COMPANY

Sebastian is the Senior Vice President of Investments at Pardee Resources Company. He is responsible for

View More

Isabel K.R. Dische

Isabel K.R. Dische

Partner

ROPES & GRAY LLP

Isabel Dische is a partner in Ropes & Gray’s asset management practice, focusing on issues relating to hedge

View More

Debbie Ackerman

Debbie Ackerman

Partner

TWIN BRIDGE CAPITAL

Debbie Ackerman co-founded Twin Bridge Capital Partners and has specialized in middle-market investing for most

View More

David P. Scopelliti

David P. Scopelliti

Senior Vice President

ALCENTRA NY LLC

David is a Senior Vice President with Alcentra, a global investment firm that manages $26.8 billion that is a

View More

Joseph A. Smith

Joseph A. Smith

Partner

SCHULTE ROTH & ZABEL LLP

Joseph A. Smith is a partner with Schulte Roth & Zabel, where he represents private equity fund sponsors and

View More

Jeffrey A. Reals

Jeffrey A. Reals

Managing Director

PERFORMANCE EQUITY MANAGEMENT

View More

LUNCHEON WORKSHOP

NAVIGATING ALTERNATIVE DIRECT INVESTING STRATEGIES

Wednesday March 2, 2016 | 1:00 pm to 2:00 pm

This session will provide an open forum to discuss strategic opportunities and risks associated with direct investing and the additional strategies available to investors in the direct investing environment. Here we will cover:

  • Opportunities and risks associated with independent and partnership based direct investments
  • The benefits and processes of these varying strategies, and how they compare to the co-investment process
  • Challenges involved in foreign direct investment, and how to overcome them
  • Overcoming common mistakes, and understanding best practices
  • Coordinating the governance of the company
  • The issue of management – negotiating who will act in control of the company given the investing strategy
  • The importance of correct documentation, and how to ensure there are no errors

You will leave this session with new knowledge on available opportunistic strategies and contacts that will help you to get the most out of your direct investment program.

Samuel Won

Samuel Won

Founder & Managing Director

GLOBAL RISK MANAGEMENT ADVISORS

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
The Pierre Hotel The Pierre Hotel

The Pierre Hotel

2 East 61st Street

New York, NY

 

(212) 838-8000

http://www.tajhotels.com/luxury/grand-palaces-and-iconic-hotels/the-pierre-new-york/overview.html

 

The restored 1930s Georgian-style building features old-world charm and modern-day amenities and services.  Perfectly situated across the street from Central Park, the 41-story Pierre is steps away from the renowned shopping on Fifth and Madison Avenues, museums and cultural centers, and the businesses of Midtown Manhattan.

 

To make a reservation under iGlobal Forum's room block, please use the booking link here. Guests may also send reservation requests to thepierreres.ny@tajhotels.com. or call 212-838-8000 and mention iGlobal Forum's Co-Investment Summit 2016.

Please note that the deadline for all reservations is February 10th, 2016.

Claudio Siniscalco

Claudio Siniscalco

Managing Director, Global Co-Head of Co-Investments

DEUTSCHE ASSET & WEALTH MANAGEMENT

Claudio Siniscalco, Managing Director, is Global Co-Head of Co-Investments for Deutsche Bank based in London. He joined

View More

Karl Schade

Karl Schade

CEO

THE PRESIDIO GROUP

Karl joined Presidio in 2007 to launch the firm’s first private equity fund, which focuses on mid-market tech-enabled

View More

Todd Ruggini

Todd Ruggini

Principal, Co-Investments

ALPINVEST PARTNERS

Todd is a Principal responsible for transactions in North America. He joined AlpInvest in 2008 from Alta

View More

Saki Georgiadis

Saki Georgiadis

Partner

HERMES GPE

Saki is based in New York and leads Hermes GPE’s investment and business activities in the US. He joined Gartmore

View More

Mark Benedetti

Mark Benedetti

Managing Director

ARDIAN

Mark Benedetti, Managing Director at Ardian. In his 10th year with the firm, based in New York, focused on fund of

View More

Paul Peterson

Paul Peterson

Managing Director

WIND POINT PARTNERS

Paul joined Wind Point in 2000. Paul serves on the boards of Interface Performance Materials, Petmate and Rupari

View More

Scott Martin

Scott Martin

Director, Co-Investments

CAMBRIDGE ASSOCIATES

Scott is a Senior Investment Director in our Boston office and founding member of Cambridge Associates’ co-investment

View More

Kenneth O'Keefe

Kenneth O'Keefe

Managing Director & COO

VESTAR CAPITAL PARTNERS

Ken is a Managing Director and Chief Operating Officer of Vestar with responsibilities including Investor Relations.

View More

Bruce Lipian

Bruce Lipian

Managing Director

STONE CREEK CAPITAL

Bruce N. Lipian is a founding principal of StoneCreek Capital LLC. Mr. Lipian’s previous experience includes four

View More

Marshall Bartlett

Marshall Bartlett

Managing Director

FISHER LYNCH CAPITAL

Marshall is a Managing Director in Fisher Lynch Capital’s Boston office and he focuses primarily on buyout

View More

Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large market

View More

Eric Zoller

Eric Zoller

Co-Founder & Partner

SIXPOINT PARTNERS

Mr. Zoller is responsible for helping to set strategic direction for the company. He has overall responsibility for

View More

Eric Albertson

Eric Albertson

Investment Director

SL CAPITAL PARTNERS (US) LIMITED

Eric Albertson, Investment Director at SL Capital Partners.  Responsible for origination, screening, evaluation,

View More

Marc C. Bergschneider

Marc C. Bergschneider

Managing Member

STARBOARD CAPITAL PARTNERS

Mr. Bergschneider is a Managing Member and co-founder of Starboard Capital Partners. Marc currently serves as a

View More

Samuel Won

Samuel Won

Founder & Managing Director

GLOBAL RISK MANAGEMENT ADVISORS

Samuel K. Won is the Founder and Managing Director of Global Risk Management Advisors, Inc., the leading independent

View More

Nitin Gupta

Nitin Gupta

Partner

CASPIAN PRIVATE EQUITY

Mr. Gupta is a Partner. He serves as Caspian’s lead investment professional for direct investments and is a member of

View More

Sebastian Jano

Sebastian Jano

Senior Vice President- Investments

PARDEE RESOURCES COMPANY

Sebastian is the Senior Vice President of Investments at Pardee Resources Company. He is responsible for investment

View More

Isabel K.R. Dische

Isabel K.R. Dische

Partner

ROPES & GRAY LLP

Isabel Dische is a partner in Ropes & Gray’s asset management practice, focusing on issues relating to hedge

View More

Debbie Ackerman

Debbie Ackerman

Partner

TWIN BRIDGE CAPITAL

Debbie Ackerman co-founded Twin Bridge Capital Partners and has specialized in middle-market investing for most of her

View More

David P. Scopelliti

David P. Scopelliti

Senior Vice President

ALCENTRA NY LLC

David is a Senior Vice President with Alcentra, a global investment firm that manages $26.8 billion that is a

View More

Joseph A. Smith

Joseph A. Smith

Partner

SCHULTE ROTH & ZABEL LLP

Joseph A. Smith is a partner with Schulte Roth & Zabel, where he represents private equity fund sponsors and

View More

Jeffrey A. Reals

Jeffrey A. Reals

Managing Director

PERFORMANCE EQUITY MANAGEMENT

View More

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