Session #5 Risk Mitigation: Protecting Your Firm & Enhancing Your Deals

(2 hours 5 min) Thursday, March 6^th, 2025

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

                                                Speaker: Carmen Ortiz-McGhee

4:05pm – 4:50pm          Top 7 Legal Mistakes to Avoid as a First-Time Fund Manager

                                               This module will address common pitfalls that first-time fund managers often encounter and tips for avoiding them.  From fund terms to management company structuring and operations, to LP negotiations and side letters, you will gain invaluable insight on how to avoid costly mistakes from an experienced large law firm partner who has the unique perspective of advising both emerging fund sponsors and a variety of institutional investors.  

Speakers:

• • Amanda Amelia Butler-Jones, Partner, Akin Gump
  • Emily Goodman, Partner, Akin Gump

4:50pm – 4:55pm          Virtual Break (3 min) & Next Panel Introduction (2 min)

4:55pm – 5:55pm          Risk Mitigation

The asset management world is rife with risks and uncertainties. In this discussion, global leaders in risk management will instruct how best to protect your firm, partners, and deals from common risks. You will also learn about a few innovative new products in the market that can increase the value of a deal or strongly position your firm in competitive deal situations.

• • Key fund level insurances
  • Key employee level insurances/risk management
  • Cyber liability insurance and risk management for fund and portfolio companies

                  Risk Mitigation: Enhancing the Deal and Your Portfolio

• IP valuation and price modeling
  • Due diligence (Human Capital, Property Insurance and Cyber Security) for acquisitions
  • Transactional insurance (Reps & Warranties insurance, tax liability insurance, litigation insurance)

Speaker:

• Machua Millett, Senior Vice President, Chief Innovation Officer and Alternative Investment Practice Leader, Lockton Financial Services

5:55pm – 6:00pm | Closing Remarks

Speaker: Carmen Ortiz-McGhee

6:00pm | Session #6 Ends

6:00pm             – 6:30pm          “Ask an Expert” with Akin