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ILPA Institute Local Edition: Sydney

For the past 10 years, the ILPA Institute has been educating limited partner professionals in outstanding fashion in Chicago, San Francisco and London. Our comprehensive curriculum delivered by seasoned academics, leading professionals and industry practitioners is designed by LPs for LPs and is ever-evolving to reflect the diverse needs of our dynamic membership.

In response to growing member demand, we are proud to launch the newly designed Local Edition that will bring the Institute curriculum to new places and to even more professionals. By expanding the Institute experience, we're empowering members directly in their own regions without the need for significant travel. We look forward to seeing you in town!

Course Dates and Fees
February 25-26, 2019

Member rate: $1,260 USD ($1,750 AUD) per participant for 2 days

Non member rate $2,020 USD ($2,750 AUD) per participant for 2 days

Course Overview

The Institute Sydney Local Edition is a newly designed ILPA-produced introductory course in response to growing demand globally. This LP focused training has been created to reach more limited partners in more places.

This course is offered exclusively to ILPA members and is suitable for all investment and non-investment staff who wish to gain a more effective, deeper understanding of the private equity asset class. Professionals throughout the LP organization will benefit from participating in this program.

Key Learning Objectives

  • Private equity basics and what motivates institutional investors to build a PE portfolio
  • Diverse strategies that encompass private equity
  • Approaches to selecting optimal fund managers
  • Model the impact of fund terms on investor economics
  • Evaluate an investment opportunity to understand alignment of interests and fund governance
  • Identify and analyze different sections within standard private equity reports to monitor performance
  • Tools and knowledge to screen for the best GPs to partner with
  • Techniques to model PE risk and return
  • Legal framework to optimize your investments outcomes

PROGRAM LEVEL: Overview

WHO SHOULD ATTEND: Any LP professional wishing to deepen their exposure and understanding of the PE asset class. This class is especially well-suited for those professionals who can't or do not wish to travel for training; wish to establish and deepen industry connections within their local area; desire to supplement academic study with a practitioner-led, experiential education experience

PRE-REQUISITE: No pre-requisites are required to attend the program

PRE-READING: Reading materials will be sent to participants prior to the start of the session. These will include 1-2 hours of required reading, course preparation as well as suggested readings

DELIVERY METHOD: Group-Live

CREDIT: Earn 16 CPE Credits

CPE Sponsors logo

Institutional Limited Partners Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

Details

Start:
February 25, 2019 - February 26, 2019
Event Categories:
ILPA Institute, Oceania

Organizer

Name:
ILPA

Venue

QIC
52 Martin Place, Level 34, Sydney, NSW 2000 Australia
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QIC

52 Martin Place, Level 34 Sydney, Australia 2000

Michael Mazzola

Lead Instructorant

Mike Mazzola is the recently retired Senior Vice President and head of Alternative Investments at MetLife where he was responsible for a global portfolio of private equity, hedge fund investments and direct middle market debt and equity investments from 2007-2017. At MetLife, Mike managed one of the largest global institutional private equity portfolios in the industry. From 1998 through 2007, Mike was involved in several private equity ventures including Inter- Atlantic Fund, a financial services industry focused venture capital fund, and formed GEF Private Equity Partners, a fund of funds platform for Gefinor USA, part of a Swiss family office. Mike is a graduate of the Simon School at the University of Rochester in 1985 with a major in Public Accounting and Finance. Mike attended New College of Florida earning a BA in Economics in 1983.

David Parrish

Lead Instructor

David B. Parrish is a partner at the law firm of DLA Piper and one of the industry’s leading LP counsel. His practice primarily focuses on representing investors in reviewing and negotiating alternative investment documentation (including limited partnership agreements, subscription agreements, and private placement memoranda) and in negotiating and preparing of side letters. David is also experienced in co-investments and secondary market transactions, advisory board matters, general partner removal transactions and fund dissolution matters. David received his B.A. degree, with honors, in Political Science from the University of Texas – El Paso. He received his J.D. degree, summa cum laude, from the University of Houston Law Center.

 Debbie Kozole, Manager, Private Equity, Chrysler Group LLC
Debbie Kozole, Manager, Private Equity, Chrysler Group LLC
“I gained a new perspective on investing in private equity after attending the Module 2 program. I walked out of the course knowing what I should be looking for and how I should be looking at our private equity program. It provided hands-on experience and tangible takeaways that I was able to apply back in the office. In addition, the group interaction and ability to hear how my peers handle similar challenges was enlightening.”
(2011 ILPA Institute Level II Module 2 participant)
 Tom Heck, Chief Investment Officer, Ball State University Foundation
Tom Heck, Chief Investment Officer, Ball State University Foundation
“The Level II Module 2 program provided excellent focused content on practical PE issues. In particular, the sections on modeling and benchmarking provided great insight and valuable takeaways and tools.”
(2011 ILPA Institute Level II Module 2 participant)
 Gary Ometer, Chief Financial Officer, Virginia College Savings Plan
Gary Ometer, Chief Financial Officer, Virginia College Savings Plan
“The Level II Module 2 program was the first ILPA event I attended. The educational content and the quality of the materials in particular, were excellent. The information I took away on operational requirements, portfolio monitoring, and modeling was very useful in my day-to-day work. The speakers were very knowledgeable and provided great responses and insights to the groups’ questions. Finally, I truly enjoyed the opportunity to network with others in the industry. I look forward to attending future ILPA events.”
(2011 ILPA Institute Level II Module 2 participant)
 Natalia Ilmark, Investment Manager, Skandia
Natalia Ilmark, Investment Manager, Skandia
“The program provided excellent materials; which I plan to continue to use as resources in my current role. The speakers were very knowledgeable, unquestionably experts in their fields.”
(2012 ILPA Institute Level II Module 2 participant)
 Maria Cristina Albarracín, Head of Private Equity, Bancóldex S.A
Maria Cristina Albarracín, Head of Private Equity, Bancóldex S.A
“This program does a great job of covering key issues related to LP portfolio framework and management. The excel models were a valuable takeaway and I will be implement what I’ve learned when building my own spreadsheets.”
(2012 ILPA Institute Level II Module 2 participant)