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Or Call: +1 212 633 2905 | Welcome to the second annual PEI Active Portfolio Management Forum, brought to you by Private Equity International. Building on the success of the inaugural event, we are pleased to once again bring you a unique forum for high level, thought provoking discussion among Limited Partners, General Partners and advisors. This event is distinct and different – the objective is to offer an educational, insightful view on the tools and strategies needed to effectively manage a meaningful long term private equity investment program.
Certainly there are plenty of other conferences about the private equity market. But no other event is designed specifically for LPs, GPs, intermediaries and advisors to come together, compare notes and share strategies for the complex task of building and managing primary and secondary private equity investments. Our off the record, educational format wins praise from all parties.
Click here to see a sample list of companies in attendance at the 2009 PEI Active Portfolio Management Forum
Comments from last year’s delegates:
"Strong panels, relevant topics" – Kate Kamm, Wellesley College Investment Office
"Excellent forum with a blend of theory and practice, optimism and concerns." – Richard Henkel, Arizona State Retirement System
"Relevant topics and industry expert presenters. Well structured." – Peter Irwin, Canadian Imperial Bank of Commerce
Breakdown of delegates by firm type from the 2009 PEI Active Portfolio Management Forum:
• General Partners
• Limited Partners
• Secondaries Firms
• Funds of Funds
• Hedge Funds
• Advisors
• Investment Banks
• Lawyers and Accountants
• Placement Agents
• Investor Relations Directors
Topics to be addressed at this year’s forum:
• The evolution of the LP/GP relationship
• A dissection of the ILPA Guidelines
• Market liquidity – is it there? Are spreads close enough to get deals done?
• Debate: The capital overhang will impact returns positively, negatively or not at all
• Pricing – How have recent write-ups changed your approach?
• Allocation conversation – should your private equity investment allocation be subject to quarterly review?
• Secondary deal structuring – what will change in the boilerplate agreement?
• Co-investment programs – How should LPs participate?
• Terms & conditions – What are the key aspects of limited partnerships that affect a seller’s ability to sell right, a buyer’s ability to buy right, a GP’s ability to control the process, and the other LPs’ abilities to demand favored treatment in the process, if desired?
• Case studies – What have successful secondaries transactions looked like, and what has been the after effect?
• The Secondary Market of the Future – get out your crystal ball
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Or Call: +1 212 633 2905 |
Certain LP categories, including institutional investors and limited partners from foundations, endowments and public and private pension funds, will receive a complimentary pass to attend this event. (Excludes fund of funds and family offices.) Please do not make any travel arrangements until we have confirmed your eligibility. To be prequalified as an LP, email Arleen Buckley at arleen.b@peimedia.com.
For information about the program, please contact Arleen Buckley at +1 212 633 1454 or Arleen.B@peimedia.com or to discuss sponsorship packages, contact Jeff Gendel at +1 212 633 1452 Jeff.G@peimedia.com
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