Co-Investment In PE Sponsor Led Transactions – An Institutional Approach

Presenter: Mark C. Boyle

Mark will discuss rewards, risks and portfolio and organizational challenges faced by LPs pursuing co-investment in private equity transactions sourced by PE sponsors. He will also suggest, based on over 30 years of experience at an active institutional LP and co-investor, attributes of a successful institutional co-investment program.

Objectives:

  • Gain a better understanding of the risks and rewards to both LPs and GPs related to LP co-investment.
  • Understand the additional time, resources and possible organizational changes that could be necessitated to pursue co-investment.
  • Understand the inter-relationship between perceived LP co-investment acumen and capacity and successful sourcing.

Audience: Staff at institutional limited partners as well as sophisticated HNW investors. Also has applicability to staff at service providers and junior staff at fund managers.

Level: Intermediate

Pre- Requisite: Private Equity Overview; Buyouts and Growth Capital Courses

included with membership

FREE