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ILPA Workshop Series
The ILPA Workshop Series, offered in conjunction with the Members-Only Conferences, is structured to deliver high quality programs with sophisticated, timely content, through interactive sessions led by industry thought-leaders. Topics are sourced directly from the membership, the Education Committee and the ILPA Board and are required to meet a standard of quality that has become expected at the conferences. All workshop materials are posted to the ILPA’s website for access by all members.
Some of our previous workshops have included:
The Evolution and Dynamics of Clean Tech Investing
David Licoln, Element Partners
Objective: To provide a market overview of the clean tech opportunity (including market size, participants, types of technologies) and to identify factors for success and areas that present challenges.
Portfolio Monitoring and Rebalancing from an Asset Allocation Perspective 201
Dr. Barry E. Griffiths & Ian H. Charles, Landmark Partners
Objective: To provide a framework for monitoring private equity portfolio returns (absolute, relative, beta/alpha) and risk across fund factors (strategy, size, region, manager) and program attributes (liquidity, allocation, resources, skills). Participants will also be introduced to quantitative filtering and screening tools that help define which managers should be part of any rebalancing exercise. Finally, a variety of transaction structures will be introduced that can be used to rebalance the private equity portfolio and create the optimal risk/return profile for investors who are looking to expand, maintain or reduce their overall exposure to the asset class.
Limited Partner Advisory Committee 201: What You Need to Know Now and for the Future
Thomas Beaudoin, WilmerHale
Objective: Define the legal issues related to the LPAC and LPAC membership, and explore the current and future role of the LPAC, particularly in the context of troubled funds. Do the ILPA PE Principles go far enough?
Due Diligence 201: Private Equity Fund Due Diligence: Benchmarking and Value Driver Analysis AND Fund Dynamics
Oliver Gottschalg, HEC School of Management
Session 1 Objective: Participants will review and conduct benchmarking and valuation techniques developed by Professor Gottschalg and apply them to perform due diligence of private equity managers/funds.
Session 2 Objective: Participants will review the application of benchmarking and valuation techniques developed by Professor Gottschalg in regard to further fund level analysis and diligence.
Portfolio Construction 201: Avoiding the Index in PE
Tom Keck & Jay Rose, Stepstone Group
Objective: Participants will review portfolio construction theory developed by StepStone, including defining the Private Equity index and appropriate diversification, and will use case materials to develop an optimal sub-sector allocation strategy.
Post Investment Due Diligence 101: Best Practices in Real Time Monitoring and Analysis of an Alternative Asset Portfolio
Stewart Hay, SL Capital LLP
Objective: Participants will review and identify current best practices developed by SL Capital LLP to perform post investment due diligence of private equity funds.
Legal 101: Investing in Asia and Asia-Focused Funds: Commercial, Tax and Regulatory Due Diligence Issues
John Fadely, Weil, Gotshal & Manges LLP
Objective: Participants will gain an understanding of prevailing market terms for Asia-focused private equity funds, as well as tax and regulatory issues that are commonly encountered when structuring investments in certain key Asian jurisdictions. Participants will also learn how to apply this understanding to the negotiation of private equity funds terms and the structuring of direct investments.
For more information about the ILPA Workshop Series or other Educational initiatives, please visit the Information Request page and select “Education”.
Got a Topic idea? Speaker idea? Let us know!
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