Co-Investing 2015

Key Topics

• Exploring New Opportunities with Partners – Getting the GP’s Perspective on Co-Investing
• Looking Beyond Traditional Fund Investing for Returns – The Investor’s Perspective on Direct and Co-Investments
• How to Manage the Co-Investment Process – Identifying Requisite Resources for Executing Deals
• What Do You Need to Know Before Jumping In? Due Diligence for Direct and Co-Investments
• How Active of a Role Should Investors Take? Establishing Governance
• Setting the Stage for a Successful Relationship—Negotiating Structures, Fees, and Terms
• Valuation of Co-Investments—How Are LPs Handling Valuation Post-Deal?
• Staying Compliant in a New World of Investing – Regulatory Concerns for Co-Investments
• Applying Co-Investment Strategy to the World of Infrastructure—Understanding the Parameters of Infrastructure
• Optimizing Your Documentation Process—Tax and Reporting Implications for Co-Investments
• Strengthening Bridges and Smoothing Bumpy Roads—How Does a Co-Investment Affect Your GP/LP Relationship?

Who should Attend

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