Co-Investment Dealmakers Meeting 2019

October 22nd, 2019 | New York

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About The Conference

iGlobal Forum is pleased to announce the upcoming Co-Investment Dealmakers Meeting, taking place in New York on October 22, 2019. Co-investment appetite for the institutional real estate continues to flourish. This one-day meeting will, in a series of workshops, outline the opportunities for co-investing for both LPs and GPs. The Co-Investment Dealmakers Meeting will explore global investor appetite, the importance of alignment of interests and the challenges and opportunities in the capital raising landscape. The meetings will bring together experts to help you make investment decisions and discover opportunity.  Topics to be addressed include selecting the best investments at this cycle stage, co-investment for good, co-investment rights, opportunity zones, and global political movements and the impact on capital raising.

Key Topics Covered

  • Best practice in investment selection across sector and geography – what should be the key priorities of the LP when sourcing investments
  • Opportunity Zones – where are we legally and what are the implications of OZs for investors?
  • Tools for creating successful partnerships
  • The key to negotiating co-investment rights - what more than rights will GPs require?
  • How is the uncertain cycle stage impacting capital raising?
  • Capital raising and the world stage – the implications of US/China and US/Europe and the barriers to business

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

Speakers

Adam Smith

Adam Smith

CEO

FAMILY OFFICE PRIVATE ADVISORS

R. Adam Smith is an experienced investor, advisor, and builder of tens of startup, venture and private

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G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also

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Andrew Jacobs

Andrew Jacobs

Managing Director – Head of Co-Investment

METROPOLITAN REAL ESTATE

Andrew Jacobs is a Managing Director of Metropolitan and is a senior member of the investment team. He has more

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Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational

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Matt Cohen

Matt Cohen

Principal

PRODOS CAPITAL MANAGEMENT

Mr. Cohen has a diverse background which includes M&A, principal investing, real estate and politics. Prior to

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Michael Underhill

Michael Underhill

Chief Investment Officer

CAPITAL INNOVATIONS

Michael is the author of the acclaimed Handbook of Infrastructure Investing, has published hundreds of papers on

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Drew Butler

Drew Butler

Managing Director

I(X) INVESTMENTS

Drew Butler is a Managing Director of i(x) investments. Drew brings his extensive experience as a family office

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Steven Abernathy

Steven Abernathy

Chief Investment Officer and Portfolio Manager

THE ABERNATHY GROUP

Steven Abernathy is the Founder and Chairman of The Abernathy Group II Family Office. Prior to The Abernathy Group

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REGISTRATION

Registration & Networking Breakfast

Tuesday October 22, 2019 | 9:00 am to 9:45 am

NETWORKING MEETINGS

One-on-one Networking Meetings

Tuesday October 22, 2019 | 9:15 am to 9:45 am

Join us for a series of 1x1 networking meetings! This exclusive element of the program will feature concise and focused face-to-face meetings, where attendees will connect and evaluate the potential for mutual business endeavors. Information about other participants’ business plans and objectives will be available, enabling you to meet with the people whose interests are most closely aligned with your own. The 1-on-1 meetings will allow you to establish relevant new contacts and generate fresh business opportunities.

Workshop A

Investment Selection: A Global Look at Co-Investment Trends, Opportunities, Challenges and Appetite

Tuesday October 22, 2019 | 9:45 am to 11:45 am

  • Discovering best practice in investment selection across sector and geography – what should be the key priorities of the LP when sourcing investments
  • At this point in the market and cycle, what are the new markets to enter and why?
  • Delving into opportunities globally - A look into the US, European, Asian and LATAM markets as borrowing costs and returns vary across the regions
  • Co-investing for good – how big is demand for ESG in real estate co-investing and can excellent returns truly be realized?
  • Understanding how much the current economic and political environment has impacted multi-family property investment
  • Opportunity Zones – where are we legally and what are the implications of OZ’s for investors?
  • Examples of recent co-investments, including investment profile and returns
  • The 2017 tax bill and the impact tax structuring for overseas investors
Matt Cohen

Matt Cohen

Principal

PRODOS CAPITAL MANAGEMENT

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Adam Smith

Adam Smith

CEO

FAMILY OFFICE PRIVATE ADVISORS

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Drew Butler

Drew Butler

Managing Director

I(X) INVESTMENTS

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LUNCH

Networking Lunch

Tuesday October 22, 2019 | 11:45 am to 12:45 pm

Workshop B

Co-Investing: Creating and Maintaining Successful Partnerships

Tuesday October 22, 2019 | 12:45 pm to 2:30 pm

  • Discovering tools for creating successful partnership
  • Ensuring alignment of interest between all investors – which factors are key?
  • Managing co-investments when investors have different asset class priorities, risk profiles or longevity goals – can and how do you make it work?
  • Examples of alignment strategies from the LP and GP perspective
  • The key to negotiating co-investment rights - What more than rights will GPs require?
  • Understanding how to be a reliable partner for a GP
  • What does an LP look for in a GP as a co-investment partner?
  • Case study examples of successful co-investments, and partnership success
  • Control and duty of care – in the absence of established rules – what is appropriate?
G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

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Steven Abernathy

Steven Abernathy

Chief Investment Officer and Portfolio Manager

THE ABERNATHY GROUP

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Workshop C

The Key to Co-Investment Capital Raising in the Current Climate

Tuesday October 22, 2019 | 2:45 pm to 4:00 pm

  • Understanding how the uncertain cycle stage is impacting capital raising
  • Capital raising and the world stage – the implications of, US/ China US/ Europe and the barriers to business
  • Understanding the trend towards deferred equity for co-investments
  • Overcoming the debt challenge as banks pull back and become more risk averse
  • Exploring experiences of capital raising for opportunities zones
  • The difference between capital call models and syndications and the implications for GPs
  • Is a co-investment program for a LP an alternative to an opportunity fund?
  • Does the perception of adverse selection for co-investments impact your fund-raising strategies?
Andrew Jacobs

Andrew Jacobs

Managing Director – Head of Co-Investment

METROPOLITAN REAL ESTATE

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Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL

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Michael Underhill

Michael Underhill

Chief Investment Officer

CAPITAL INNOVATIONS

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Media Partners

  • Register by

    Individual Workshop

    Full Workshop Pass

    Vendor pricing

  • August 31, 2019

    $249

    $599

    $2,499

  • September 27, 2019

    $299

    $699

    $2,499

  • October 11, 2019

    $349

    $799

    $2,499

  • October 22, 2019

    $399

    $899

    $2,499

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
Hotel Plaza Athenee Hotel Plaza Athenee

Hotel Plaza Athenee

37 East 64 Street

New York , NY

 

(212) 734-9100

https://www.plaza-athenee.com/

 

Located on tree lined East 64th Street between Park and Madison Avenue, the Hôtel Plaza Athénée is surrounded by the city’s most distinguished designer boutiques and world-renowned museums. Hôtel Plaza Athénée is just steps from Central Park and within walking distance of the Metropolitan Museum of Art, the Guggenheim, Frick and the Museum of Modern Art (MOMA).

For discounted sleeping room rates and to be placed under iGlobal Forum’s room block, please contact us at info@iglobalforum.com.

 

Guests are welcome to secure accommodations at the Park Lane Hotel, located within the vicinity of the venue. To book a reservation via telephone at The Park Lane, please call 866-831-7211 and request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

Adam Smith

Adam Smith

CEO

FAMILY OFFICE PRIVATE ADVISORS

R. Adam Smith is an experienced investor, advisor, and builder of tens of startup, venture and private equity-backed

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the

View More

Andrew Jacobs

Andrew Jacobs

Managing Director – Head of Co-Investment

METROPOLITAN REAL ESTATE

Andrew Jacobs is a Managing Director of Metropolitan and is a senior member of the investment team. He has more than 25

View More

Douglas Song

Douglas Song

Managing Partner

PRODOS CAPITAL

Mr. Song has a diverse background with over 25 years in principal investments, investment banking and operational

View More

Matt Cohen

Matt Cohen

Principal

PRODOS CAPITAL MANAGEMENT

Mr. Cohen has a diverse background which includes M&A, principal investing, real estate and politics. Prior to

View More

Michael Underhill

Michael Underhill

Chief Investment Officer

CAPITAL INNOVATIONS

Michael is the author of the acclaimed Handbook of Infrastructure Investing, has published hundreds of papers on

View More

Drew Butler

Drew Butler

Managing Director

I(X) INVESTMENTS

Drew Butler is a Managing Director of i(x) investments. Drew brings his extensive experience as a family office advisor

View More

Steven Abernathy

Steven Abernathy

Chief Investment Officer and Portfolio Manager

THE ABERNATHY GROUP

Steven Abernathy is the Founder and Chairman of The Abernathy Group II Family Office. Prior to The Abernathy Group II

View More

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