Co-Investing: Fall Summit 2015

The Co-Investing: Fall Summit 2015 is dedicated to partnerships for investors who are seeking for increased returns and decreased fees.

Key Topics

• The Institutional Investor’s Perspective – Sixty Minutes of Real Experiences in Co-Investing
• Evaluating Trends: Here’s Why Everyone is Talking About Co-Investments
• Due Diligence for Direct and Co-Investments—Analyzing what it takes to get to "Yes"
• Managing the Co-Investing Process: Identifying Requisite Resources for Executing Deals
• Valuation of Co-Investments—Calculating Deals when the Clock is Ticking
• The Family Office Perspective: Why UHNW Investors are Paying Attention to Direct and Co-Investments
• Real Estate, Infrastructure, Hedge Funds, and Socially Responsible Partnerships—Assessing Different Opportunities for Co-Investing
• Negotiating Fees, Structures, and Terms: Setting the Stage for a Successful Relationship
• Resolving Problems in Your Co-Investment Relationship—Strengthening Bridges and Smoothing Bumpy Roads
• Exploring New Opportunities for Partners: Hearing the GP’s Stance on Co-Investing
• Optimizing Your Documentation Process—Tax and Reporting Implications for Co-Investments
• Staying Compliant in a New World of Investing: Regulatory Concerns for Co-Investments

Who should Attend

• Investment Officers, Directors, and Managers from: Foundations, Endowments, Family offices, Pension funds, Fund of Funds and Private Equity Funds
• Due Diligence Consultants
• Independent Sponsors
• Alternative Investment Managers
• Attorneys
• Valuation, Risk Management, and Performance Researchers

To help us better serve you, please mention priority code: CLC07