Session #2 Team, Track Record, and Strategy: Your Recipe for Success

 (2 hour 5 min.) Thursday, February 8^th, 2024

4:00pm – 4:05pm           Opening Remarks & Speaker Introduction

Speaker: Carmen Ortiz-McGhee

4:05pm – 4:35pm           Critical Components of an Effective Team  

Session Description: 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: Allen Ruiz, Managing Director, Alternative Investments, Barings

4:35pm – 4:40pm           Audience Q&A

4:40pm – 4:45pm           Virtual Break (3 min) & Next Panel Introduction (2 min)

4:45pm – 5:00pm           Establishing Your Track Record: Overview

Session Description: 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.

                                        Speaker: Rodrigo Garcia, Global CIO, Talipot Holdings

5:00pm – 5:25pm           Establishing Your Track Record: Panel Discussion

Session Description: 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: Rodrigo Garcia, Global CIO, Talipot Holdings

Panelists:

• Jessica Holsey, Managing Director, GCM Grosvenor
• Kola Olofinboba, Managing Partner, Fairview Capital

5:25pm – 5:30pm           Audience Q&A

5:30pm – 6:00pm           Establishing Your Investment Strategy: Fireside Chat

Session description: While team and track record and strategy are the overall rubric through which LPs evaluate managers, it is often said that strategy is far and away the most important of these elements. During this session you will hear from experts who have many years of evaluating and determining if they will deploy capital to support an investment strategy designed to create significant value and is resilient enough to weather the inevitable storms caused by the market.

                                             Moderator:  Nia Gandy White, NAIC Advisor, NAIC

Speaker:

• Kaci Boyer, Managing Director, Neuberger Berman

6:00pm – 6:05pm           Session #2 Closing Remarks

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

6:05pm                             Session #2 Ends

6:05pm – 6:35pm            “Ask an Expert”: Allen Ruiz, Barings (Optional)