Breakout 2: A Private Investment Action Plan

Tim Wray, Co-Founder and Principal, V3Limited

Todd Kellerman, Co-Founder and Principal, V3Limited

Given where we are in the private equity cycle, family office investors need to take a hard look at their private equity portfolios, both funds and direct investments. With the illiquid nature of this high risk and high return asset class, major decisions made in today’s still healthy, mature environment will drive success and minimize challenges that will inevitably unfold over the coming years. This session will use real-world case studies to help identify key challenges in a portfolio, including capital structure risk mitigation, management team assessment, and co-investor terms.