Breakout A: Managing Legal and Structural Issues of Co-Investing
Overview
M. Machua Millett, Esq., Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.
Marc Persily, Partner, Proskauer
Co-Investing can be a great way to maximize investment leverage and return, but it can also exacerbate risk exposures when things do not work out as planned for all co-investors. As family offices increasingly create syndicates and enter into coinvestments, it is important that they understand the potential benefits and risks, as well as best practices around structure, legal arrangements, risk management, and insurance. In this session, a panel of experienced legal and risk management practitioners will share real-life success and horror stories, as well as lessons learned, and trends seen in the area of family office co-investment.