Navigating Alternative Direct and Co-Investing Strategies

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About The Conference

iGlobal Forum is pleased to announce the upcoming Navigating Alternative Direct and Co-Investing Strategies, taking place in New York on October 5th, 2016. Direct investments have become increasingly popular on all sides of the investing table with fewer fees, greater transparency, and the opportunity to work on larger deals through partnerships. As this trend develops, available opportunities and fund structures are evolving to meet this newfound demand. This seminar will provide targeted, pre-arranged networking meetings to develop future business partnerships, in addition to two engaging workshops covering the various investor perspectives, the process for working out partnerships within these newly structured deals, and how to get started in a developing, relationship-focused industry. At this seminar, you will meet and network directly with senior-level representatives from pension plans, family offices, endowments, foundations, private equity firms, insurance companies, investment banks, asset managers, mezzanine lenders, operating partners, and research and advisory firms.

Key Topics Covered

  • Learn invaluable strategies for building out your direct investing business
  • Understand the processes, controls, and governance required for a successful transaction
  • A look into the future of both direct investing and the fund structure model
  • Breaking down the players involved in direct investing today
  • Deal flow expectations and finding the right partnerships
  • Sectors and investment structures providing the best return opportunities for 2016, and a look ahead on what to expect next year
  • Structured and targeted one-on-one meetings to help you build out your business opportunities

Network With Leading

  • Pension Plans
  • Family Offices
  • Endowments and Foundations
  • Private Equity Firms
  • Insurance Companies
  • Investment Banks
  • Asset Managers
  • Mezzanine Lenders
  • Operating Partners
  • Research and Advisory Firms

Keynote Speakers

Aaron Armstrong

Aaron Armstrong

Portfolio Manager

NEW MEXICO EDUCATIONAL RETIREMENT BOARD

Mr. Armstrong is a portfolio manager in the private markets division of New Mexico’s Educational Retirement

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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

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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

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Jamey Spencer

Jamey Spencer

Senior Investment Director

CAMBRIDGE ASSOCIATES

Jamey is a Senior Investment Director in Cambridge Associates’ San Francisco office and a senior member of the

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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

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Avik Mukhopadhyay

Avik Mukhopadhyay

Tactical Direct Investments Group

JP MORGAN

Avik Mukhopadhyay, executive director, heads the Tactical Direct Investments group for J.P. Morgan Asset

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Lori Hall-Kimm

Lori Hall-Kimm

Senior Principal, Funds, Secondaries & Co-Investments

CPPIB

Lori Hall-Kimm is a Senior Principal, in the Secondaries and Co-investments team at Canada Pension Plan Investment

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WORKSHOP A:

ONE-ON-ONE STRUCTURED NETWORKING SESSIONS

Wednesday October 5, 2016 | 9:30 am to 10:30 am

Join us for our speed networking series to sign up for concise and focused one-on-one meetings, where LPs and GPs searching for mutually beneficial partnerships in the direct investment space will connect and evaluate the potential for future business endeavors.

We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings during this time on site. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

WORKSHOP B:

KEY STRATEGIC CONSIDERATIONS AND BEST PRACTICES FOR A SUCCESSFUL DIRECT INVESTING PROGRAM

Wednesday October 5, 2016 | 10:30 am to 12:30 pm

This workshop will provide you with a comprehensive overview on the required steps for successfully implementing a direct investing strategy on your own through invaluable relationships. Here we will cover a look into:

  • Processes, controls, and governance that needs to be in place to get started with a successful direct investing program
  • Understanding the tradeoffs: lower fees with greater transparency and investment control, balancing the cost and risks of expanding your own operations team, and exploring the value in each of these associated investments
  • Successfully diversifying your own investments to ensure the program’s success, and the future of your involvement in direct investments
  • Understanding the different types of direct investments, and finding which is right for you
  • Analyzing what each of these deals look like, and expectations on returns
  • Managing an in-house due diligence team for investments complementarily with the fund model
  • Exploring the proper controls for effectively monitoring and operating your investment, and what to expect from both parties involved in the investment
  • Understanding the shift that will have to be made in your own operations team, and the value opportunity for utilizing both GP and LP expertise through working together

You will leave this session with a core comprehension of the fundamentals needed to get started, and a true understanding of the associated challenges and solutions for finding success. This session will give you a chance to network directly with leaders looking for new business partners in the industry.

Aaron Armstrong

Aaron Armstrong

Portfolio Manager

NEW MEXICO EDUCATIONAL RETIREMENT BOARD

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Samuel Won

Samuel Won

Founder & Managing Director

GLOBAL RISK MANAGEMENT ADVISORS

View More

Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

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Lori Hall-Kimm

Lori Hall-Kimm

Senior Principal, Funds, Secondaries & Co-Investments

CPPIB

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WORKSHOP C:

OPPORTUNITIES ACROSS DIRECT INVESTING TYPES, & THE FUTURE OF THE FUND MODEL

Wednesday October 5, 2016 | 1:30 pm to 3:30 pm

This workshop will provide you with an in-depth look at the impact direct investing has had on the available portfolio opportunities, and break down key strategies for continued success in a growing industry. Here we will discuss:

  • Understanding the players who are involved in direct investments today, and who will supplement your current strategy
  • What various direct investment strategies can internally support, and complementing your expertise with that of others
  • Leveraging resources through partnerships and supplemental experience to form an investing strategy unique to your own strengths
  • Working with consultants: understanding their role, what you can expect, and tapping into new markets and staffing challenges within your supportable internal infrastructure
  • The impact direct investment’s expansion is having on the traditional fund model, and how funds are responding to the popularity
  • Sectors, geographies, and industries in which successful direct and co-investing models are finding the greatest returns
  • The expectations of international economic instability on available national opportunities, and how to stay ahead of trends
  • Setting deal flow expectations, and continuing to find and originate fresh opportunities through the GP expertise and relationships with deal sponsors
  • Opportunities in domestic markets vs. foreign markets, and the associated returns and challenges

You will leave this seminar with key contacts experienced in the direct investing environment, and a clearer view on opportunities and developments to expect over the next few years.

Jamey Spencer

Jamey Spencer

Senior Investment Director

CAMBRIDGE ASSOCIATES

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Marshall Bartlett

Marshall Bartlett

Managing Director

FISHER LYNCH CAPITAL

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Avik Mukhopadhyay

Avik Mukhopadhyay

Tactical Direct Investments Group

JP MORGAN

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Media Partners

  • Register by

    Individual Workshop

    Full Workshop & One-on-One Networking Pass

  • July 15, 2016

    $249

    $599

  • August 15, 2016

    $299

    $699

  • September 5, 2016

    $349

    $799

  • October 5, 2016

    $399

    $899

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.

 

Guests are encouraged to contact The Pierre directly at 212-838-8000 for all updated room rates & bookings.

Additionally, accommodations via the iGlobal Forum room block are available at the neighboring Plaza Hotel. To make a reservation, please contact The Plaza directly at 1-800-441-1414 and ask for the iGlobal Forum rate. Please note that all reservations must be made by October 3rd.

Aaron Armstrong

Aaron Armstrong

Portfolio Manager

NEW MEXICO EDUCATIONAL RETIREMENT BOARD

Mr. Armstrong is a portfolio manager in the private markets division of New Mexico’s Educational Retirement Board. As

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

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

Jamey Spencer

Jamey Spencer

Senior Investment Director

CAMBRIDGE ASSOCIATES

Jamey is a Senior Investment Director in Cambridge Associates’ San Francisco office and a senior member of the

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

Avik Mukhopadhyay

Avik Mukhopadhyay

Tactical Direct Investments Group

JP MORGAN

Avik Mukhopadhyay, executive director, heads the Tactical Direct Investments group for J.P. Morgan Asset Management –

View More

Lori Hall-Kimm

Lori Hall-Kimm

Senior Principal, Funds, Secondaries & Co-Investments

CPPIB

Lori Hall-Kimm is a Senior Principal, in the Secondaries and Co-investments team at Canada Pension Plan Investment

View More

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