Webinar - Late Cycle Private Equity Investing: Lessons from the Past and How to Manage Through

Overview

Wednesday, Feb 27, 2019 - 04:00am
Wednesday, Feb 27, 2019 - 05:00am

 

This session will focus on family office investors invested in private equity (PE) funds and/or direct investments and discuss where we are in the PE cycle. Beginning with a review of current data and trends in the PE markets, we will walk through the private investment management factors and decisions which, based on economic and PE industry history, are likely to limit downside risk and drive performance over the coming years in private directs and funds. Using case studies, we will provide real world examples that give insight to how family investors can best allocate their resources, expertise, and time across the private investment portfolio.

“History doesn’t repeat itself, but it often rhymes.” - Attributed to Mark Twain


***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.

    [[{"fid":"42106","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"2":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin-right: 5px; margin-left: 5px; float: left;","class":"media-element file-default","data-delta":"2"}}]]Tim Wray, Co-Founder, Principal, V3 Limited LLC

    Tim is a co-founder of V3 Limited, a boutique investment advisory firm providing family offices, investment advisors and institutions with customized investment services to actively manage and implement exit strategies for private fund and direct Tail End and other challenged/turnaround investments.

    Tim has over 20 years of principal investment experience including healthcare, media, retail products, financial services, energy, chemical, manufacturing, technology/telecom services, and heavy car/truck manufacturing. Prior to V3, Tim was a partner at an investment adviser overseeing the recovery for a portfolio of legacy direct private equity and debt investments for its clients.

    Previously, Tim served as interim CFO for Creditex Group Inc., an inter-dealer CDS brokerage firm, helping transform the company from a niche player into its industry’s largest electronic trading platform industry. Prior to Creditex, Tim worked for a $1.3 billion fund, Questor, executing LBO equity or debt distressed acquisitions and turnarounds of troubled and bankrupt middle market companies. Prior to Questor, Tim was the CEO of U.S. Plastics Inc., managing the operating and financial restructuring of a poorly managed, mid-sized manufacturing company.

    Tim served on the U.S. National Rowing Team for five World Championships and is a two-time Collegiate National Rowing Champion. He received his Master’s degree as a Sloan Fellow from the Stanford University Graduate School of Business and his Bachelor’s degree in English Literature from Princeton University.

    [[{"fid":"42111","view_mode":"default","fields":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""},"type":"media","field_deltas":{"3":{"format":"default","alignment":"","field_file_image_alt_text[und][0][value]":false,"field_file_image_title_text[und][0][value]":false,"external_url":""}},"attributes":{"style":"margin-right: 5px; margin-left: 5px; float: left;","class":"media-element file-default","data-delta":"3"}}]]Todd Kellerman, Co-Founder, Principal, V3 Limited LLC

    Todd is a co-founder of V3Limited, a boutique investment advisory firm providing family offices, investment advisors and institutions with customized investment services to actively manage and implement exit strategies for private fund and direct Tail End and other challenged/turnaround investments. 

    Todd has over 15 years of principal investment and advisory experience working with stakeholders and advocating for clients (investors, operating companies, creditors and debtors) in special situations - including high growth, and distress/turnaround (direct and U.S./off-shore fund structures) - in such industries as financial services, real estate, business services, and manufacturing.

    Prior to V3, Todd served as Managing Director at an investment advisor where he managed a private investment portfolio serving in various principal capacities, including investor representative, board member and chief restructuring officer. Previously, Todd was Chief Financial Officer at Direxion, an investment firm offering alternative investment strategies to registered investment advisors and institutional investors. Previously, Todd was Vice President of Corporate Development at Raven Holdings, a private holding company providing advisory services and making principal investments in the investment management and insurance industries. Todd began his professional career at Arthur Andersen where he served as a business consultant and auditor to clients in multiple industries.

    Todd received his MBA from the F.W. Olin School of Business at Babson College and his Bachelor’s Degree in Accounting from the University of Miami.