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ILPA PortCo Template: Beyond Cost & Market Value

Speakers:Matthew DeMatteis, Timothy Howard

* Please note: starting at 0:45 of this webcast the video will cut out for approximately 2 minutes. The video will be audio only during this time and the picture will return at the 3:00 mark.

    • Click here for just the presentation slides without audio.

      Description:

      A draft of the ILPA Portfolio Company Metrics Template was published in August 2018. This new reporting standard, focused on buyout and growth funds, supports LPs that systematically collect, aggregate, and analyze portfolio company metrics, many which aren’t typically disclosed in fund financials. This webcast will discuss the benefits and challenges of monitoring at the portfolio company level, including insights into how such an analysis can optimize better investment decision making. It will also provide an overview of the draft ILPA PortCo Template and solicit attendee feedback that will inform the final version (to be published in Q4 2018).

      Key Learning Objectives:

      • Understand the benefits and challenges of monitoring at the portfolio company level
      • Learn about the features and future development of the proposed ILPA Portfolio Company Metrics Template

Matthew DeMatteis

Director of Research, ILPA

Matthew DeMatteis is ILPA's Director of Research. His primary responsibilities include LP-focused research papers, the ILPA Private Markets Benchmark, and an annual LP compensation survey. Matthew also leads several ILPA best-practices initiatives, including the Portfolio Company Metrics Template, Fee Transparency Initiative, Reporting Best Practices, and Due Diligence Questionnaire. Prior to joining the organization in 2013, he was a Director at LP Capital Advisors, where he managed their fund diligence, advisory, and fund monitoring/analytics services. Matthew received his undergraduate degree in finance from Syracuse University.

Timothy Howard

Principal, British Columbia Investment Management Corporation

Tim Howard joined BCI as a Principal, Private Equity in November 2017. With $145.6 billion of managed assets as of March 31, 2018, BCI is one of Canada’s largest institutional investors within the global capital markets. Prior to joining BCI, Tim worked for a mid market Private Equity General Partner and a leading international Asset Manager. Tim has 10 years experience in the investment management industry. Tim holds a Chartered Accountant designation.