Name
NextGen Session #2: Team Formation & Establishing Your Track Record
Date & Time
Friday, February 25, 2022, 3:00 PM - 5:10 PM
Carmen Ortiz-McGhee Mina Nazemi Jason Howard Irwin Loud, III Kola Olofinboba Suzanne Gauron Derek Jones
Description

3:00pm – 3:05pm | Opening Remarks & Speaker Introduction

Speaker: Carmen Ortiz-McGhee, Chief Operating Officer, NAIC

3:05pm – 4:00pm | Team Formation: Beyond the Partnership

In this session, you will learn the critical roles and skills required to round out a team for consideration of an institutional investment. You will hear directly from a leading allocator who will cover what positions within your team will be critical to your success, the team members you should have in place, and key advisory roles that you should fill as well as the range of third-party services available as you construct a solid offering. This session will cover:

  • Investment team composition
  • Advisors, operating partners, and co-investors
  • Constructing a back office team

Speaker: Mina Nazemi, Managing Director, Private Equity, Barings

4:00pm – 4:05pm | Virtual Break (3 min) & Next Panel Introduction

4:05pm – 4:20pm | Establishing Your Track Record: An Overview

One of the most important considerations for LPs evaluating GPs for allocation is the team’s track record. This session will provide detailed insight into the institutional investors’ perspective as well as ways to address when you are unable to port your track record, either individually or as a team.

Speakers: 

Derek Jones, Managing Director, GCM Grosvenor

Jason Howard, Managing Director, GCM Grosvenor

4:20pm – 4:55pm | Establishing Your Track Record: Panel Discussion

This session brings to bear the perspectives of some of the leading fund of fund investors in the industry for an in-depth dialogue and audience Q&A.

Moderator: Jason Howard, Managing Director, GCM Grosvenor

Panelists:

  • Suzanne Gauron, Global Head of Private Equity Strategies, ACMS, and Global Head, Launch With GS, Goldman Sachs
  • Irwin Loud III, Managing Director, Muller & Monroe Asset Management
  • Dr. Kola Olofinboba, Managing Partner, Fairview Capital Partners

4:55pm – 5:05pm | Audience Q&A

5:05pm – 5:10pm | Closing Remarks

Speaker: Carmen Ortiz-McGhee, Chief Operating Officer, NAIC

5:10pm | Session #2 Ends

Virtual Session Link