March 2nd, 2016 at 8:00 am

 Live Virtual Experience

 About The Conference

iGlobal Forum was pleased to host the upcoming Co-Investment Summit in New York on March 2nd. This event discussed the sector of co-investing as it grows in popularity among both LPs and GPs. LPs are searching for lower costs and additional transparency, while GPs are using co-investments as a way to increase dealflow and attempting to target larger investments. New challenges for LPs when entering into the co-investment space are making it difficult to navigate, but here we will discuss how to overcome short timeframes for valuations, due diligence, governance, tax, rights, and other issues. A case study done on Closing the Deal revealed how co-investments are carried out in practice to find a successful strategy, as well as highlight the pitfalls to avoid. 1-on-1 networking will allow LPs and GPs to connect, during a series of concise and focused meetings, and evaluate the potential for mutual business endeavors. Plus, an interactive luncheon workshop covered the recent move to direct investing and the opportunities within this structure.  The co-investing environment is ripe with new opportunities, and iGlobal Forum’s Co-Investment Summit examined the strategies that LPs can use to create a successful co-investment program. The event brought together senior-level representatives from: LPs, private equity firms, mezz lenders, investment bankers, law firms, and industry advisors.

Key Topics Covered 

  • Understanding the drivers and players of co-investing
  • Macroeconomic developments pushing the trend of co-investing forward
  • Avoiding errors and practicing thorough due diligence in co-investment while complying with the shortened timelines
  • The importance of building relationships and connections in getting involved in co-investments
  • How to effectively negotiate mutually beneficial terms for the best outcome
  • Understanding the changes in the regulatory environment, and staying up to date with compliance and transparency requirements by the SEC
  • How the direct investing environment is having an impact on private equity
  • Find the best opportunities for you in alternative co-investment strategies and structures

Network With Leading 

  • Limited Partners
  • Institutional Investors
  • Venture Capitalists
  • Private Equity Firms
  • Mezzanine Lenders
  • Portfolio Managers
  • Operating Partners
  • Investment bankers
  • Law firms
  • Research and Advisory Firms