Transcription
Follow the MoneyThe Ultimate Investor’s Perspective
Session Goals Mid-term U.S. outlook on distressed markets. PE returns – do they justify the illiquidity? What do LP’s search for in a General Partner? Life after the crash – what will survivors look like in 2013? Advice - General Partners raising capital in this market. “First-time” funds – what does it take?
Panelists Eric Denneny– Senior Investment Analyst, Consultant, Hewitt EnnisKnupp,Inc.– Hewitt EnnisKnupp – global investment consulting firm focused on institutionalinvestors– Eric consults on programs for public and corporate pension, endowment andfoundation spaces J.B. Hayes– Partner, Director of Private Markets Research, CTC Consulting– CTC – provides investment advice to high net worth, MFO’s, trust, endowments,foundations and pension plans– J.B.’s responsibilities include sourcing, due diligence & monitoring managers
Panelists John Kyles– Senior Vice President, Portfolio Advisors– Portfolio Advisors – provides a full range of private equity and private real-estateinvestment and advisory portfolio management services to institutional investors– John is on the investment committee for many of the firm’s funds Drew Smith– Director and Vice President, Advantus Capital Management & Senior InvestmentOfficer, Securian Financial Group– Advantus Capital – institutional asset manager, Securian Financial Group –insurance provider– Drew oversees sourcing, diligence, oversight and construction of portfolioscontaining venture, buyout, mezzanine and distressed debt
Panelists M. Robert Maeder– Senior Investment Manager, Fort Washington Investment Advisors– Fort Washington – investment manager focused on high net worth investors– Rob focuses on special situations, energy and Asia investments
Moderator Jonathan Rosenthal– Co-Chair, 2012 TMA DIC, Co-Managing Member, Saybrook Capital, LLC– Co-portfolio manager, Saybrook Corporate Opportunity Funds – lower middle-marketdistressed and complex PE focused in North America– In addition to his duties for the Fund and TMA, Jonathan Co-Chairs the UCLA PrivateEquity Summit, and Chairs the Annual YPO Capital Sourcing Seminar– Chairman, Accretive Solutions – a Saybrook portfolio company and the largest privatelyheld finance and accounting staffing and consulting firm in the U.S.
Discussion
- Senior Investment Analyst, Consultant, Hewitt EnnisKnupp,Inc. - Hewitt EnnisKnupp - global investment consulting firm focused on institutional investors - Eric consults on programs for public and corporate pension, endowment and foundation spaces J.B. Hayes - Partner, Director of Private Markets Research, CTC Consulting
