San Francisco | Mon, Mar 19, 2018

Education Session No. 811
Art of the Deal: Secondary Transactions in Private Investments

In the search for returns, more investors are turning to private investments. One way to achieve the exposure is to buy secondary interests in existing private investment funds. Investors are buying these interests through a fund and increasingly, directly from other limited partners. These direct transactions have averaged over $30 billion per year, per data from Greenhill, and are becoming a more popular portfolio management tool to achieve higher returns.

Get an in-the-trenches view of the secondary markets, as investors and other market professionals trace the art of the deal. Learn how they identify opportunities, source funds and assets and conduct secondary transactions. Hear the benefits for both seller and buyer, as well as other considerations when exploring the secondary market.

DATE: Monday, March 19th, 2018

TIME: 4 PM Registration.
We will begin promptly at 5 PM; please arrive early.
Networking reception before and after session.

HOST: K&L Gates

LOCATION: K&L Gates office
4 Embarcadero Center, Suite 1200
San Francisco, CA 94111


DIRECTIONS: Click here for directions

Raphael Haas, CEO and Founder, Melting Point Solutions
Jean Lu, Managing Director and Director of Investments, CA Capital Management
Judith McDonald Moses, Partner, Portfolio Manager, Evercore Wealth Management
Sasha Burstein, Moderator, Partner, K&L Gates

This event is now closed for RSVPs
This event is NOT FOR ATTRIBUTION. All 100WF events are private events and we require that no one reports publicly on any aspect of them.
Space is limited. No walk-ins will be permitted.