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ILPA Virtual Institute: Private Equity for the Limited Partner

The Private Equity for the Limited Partner course, part of ILPA’s “Comprehensive” class series, provides an unparalleled experience for the participant seeking to deepen knowledge and skill across the areas essential to private equity investment success. Designed by ILPA and delivered by leading practitioners, this course covers every area critical to Private Equity investment – and nothing else. For that reason, the class (along with its companion offering in Private Credit) is considered by many to be the most valuable in the ILPA catalog.

This course combines (i) an especially intelligent curriculum design built around the rhythm of Private Equity investment, with an infusion of (ii) ILPA’s Principles, templates and associated resources and (iii) significant interactivity and peer-to-peer learning driven through structured conversations and the use of a custom case study.

Who Should Attend?

This class is designed to significantly add to the skill of every limited partner professional whether in an investment/allocation role or one in support or oversight of the investment process. Throughout the experience, special care is taken to highlight the critical and interdependent nature of those roles required for successful private equity investment outcomes

Course Dates and Fees
January 27-28, 2021 (Virtual) 10am - 4pm EST / 7am - 1pm PST

Member Early Bird rate: $1,199*

Member rate: $1,499

Early Bird Deadline: January 8, 2021

* The Member Early Bird rate represents a 20% virtual discount from our standard rate.

Key Learning Objectives

  • Understand the rise of the Private Equity asset class and the historical implications that affect today’s investment landscape
  • Examine the key factors that account for success in Private Equity investments and why principled decisions connect directly to top investment performance
  • Master basic legal frameworks and considerations for structuring investment partnerships
  • Develop tools and processes for finding and evaluating the best managers
  • Explore disciplined due diligence of high-potential managers
  • Integrate ILPA’s Principles, templates and other resources into investment processes
  • Determine, benchmark and monitor manager performance over time
  • Derive understanding and transparency from manager reporting over time

PROGRAM LEVEL: Overview

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

PRE-READING: There are no pre-reading materials for this program

DELIVERY METHOD: Group-Live

CREDIT: Earn 12 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

CFA Institute: ILPA members have the ability to earn CE credit for their participation in this program and can use their online CE tracker to document it. Any questions can be directed to the CFA Institute at ceprograms@cfainstitute.org.

Details

Start:
January 27 - January 28
Event Categories:
ILPA Institute, North America

Organizer

Name:
ILPA

Venue

Nicky Brennig

Lead Instructor

Nicky Brennig's practice focuses on advising many of the world's largest and most active pension plans, endowments, insurance companies, private market solutions providers, family offices and other financial institutions on all aspects of their business. Nicky is actively involved in domestic and foreign alternative investment representation, including advising clients with respect to private investment funds, syndicated and direct co-investments, fund restructurings, general partner removals, advisory board matters, fund and advisor acquisitions and other consolidations, and fund dissolutions. Nicky also represents institutional investors in connection with the acquisition and sale of partnership interests in large secondary market transactions.

Jackie Hoffmann

Lead Instructor

Jackie Hoffmann is a Vice President and Investment Partner for the private equity advisory services within Siemens Venture Capital (SVC). Jackie joined SVC in June 2000, responsible for venture capital investments related to enterprise networks, hosted office and security. Her investments included Voltage Security, PSS Systems (acquired by IBM), Media5, Oblix (acquired by Oracle), Blue Pumpkin (acquired by Witness Systems), Nimcat Networks (acquired by Avaya) and Teamplate (acquired by Captaris). Since 2007, Jackie has been responsible for investments in US leveraged buy-out funds as well as investments in secondary funds worldwide. Before joining the Siemens Venture Capital team in 2000, Jackie directed the Applications and Pricing Business Administration teams at Siemens Information and Communication Networks in Santa Clara, California. Prior to that she held a variety of management positions in the finance and business adminstration organizations at Siemens and, prior to joining Siemens, spent 5 years in the finance organization at Intel. Jackie graduated Phi Beta Kappa from the University of California, Berkeley, with a Bachelor's degree in Mathematics. She received her Master's Degree in Business Administration from UC Berkeley's Haas School of Business.

Michael Mazzola

Lead Instructor

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.

Scott Ramsower

Lead Instructor

Scott Ramsower is an ILPA Faculty Member and co-leads the Private Equity Funds Team at the Teacher Retirement System of Texas (TRS). Through his role at TRS, Scott has oversight responsibilities for the group’s approximately $27 billion private equity fund investment portfolio. In addition, he is also a member of the Private Equity Investment Committee and Management Committee, though which he assists in the strategy and development of the overall private equity team and portfolio. Prior to joining TRS in 2010, Scott was an associate in the New York office of AlpInvest Partners, a leading private equity investor with over €35 billion in AUM. At AlpInvest, Scott focused on evaluating new private equity fund commitments to various strategies around the globe. Prior to AlpInvest, Scott was an associate in the equity research department of Morgan Stanley where he issued sellside research reports on North American mid-cap exploration and production stocks. Previously, he also worked in the litigation consulting group at PricewaterhouseCoopers.

Joe Topley

Lead Instructor

Joe Topley joined the London office in 2016 and is responsible for private equity funds in the EMEA region. Joe previously worked at StepStone, a global private markets advisory firm where he was responsible for business development, investment research and client management across Europe. He started his career as a management consultant and worked in private equity and investment banking prior to joining StepStone. Joe holds a B.Sc. in Molecular Biology from Imperial College, London; a Postgraduate Diploma in Economics from University College, London; and an MBA from INSEAD.

 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)