Topic: What’s Trending in Private Equity Investing and Fund-Raising

Date: September 19, 2017

Time: 6:00pm-8:00pm

Location: New York Marriott Marquis – 1535 Broadway Street (O’Neill Room, 4th floor) New York, NY 10036

Pricing: 

• Opus Connect Members: No Charge
• Non-Members (On or before September 14th): $225
• Non-Members (On or after September 15th): $250

Summary:

This panel of private equity professionals, including one of the leading limited partners in the middle market, will discuss the increasing role of limited partners and co-investment, innovative ways for deal sourcing, dealing with high valuations, industries to focus on and why, and what may lie ahead for the PE industry.  Come and learn from some of private equity industry’s leading experts.

Moderator: 

Marilyn Adler, Managing Director of Medley

Panelists:

Ilene Levinson, Principal at Hamilton Lane

Rachael A. Wagner, Managing Director at Atairos

Zeena H. Rao, Managing Director at ICV Partners

Suzanne Yoon, Founder & Managing Partner at Kinzie Capital Partners LLC

Beatrice Mitchell, Co-Founder and Managing Director of Sperry, Mitchell & Company

NYC: Summer Social

Date: August 9, 2017

Time: 6:00pm-8:00pm

Location: New York Yankees Steakhouse: 7 W 51st St, New York, NY 10019

Pricing: 

• Opus Connect Members: No Charge
• Non-Members (On or before August 4th): $225
• Non-Members (On or after August 5th): $250

Opus Connect

Topic: The Clash: Should I stay or should I go? What’s an investor to do?

Date: May 10, 2017

Time: 6:00pm-8:00pm

Location: Bernstein 1345 Avenue of the Americas (36th Fl.) New York, NY 10105

Summary:

Stocks have been up sharply since the election, but the upward market and recent volatility has reasons far beyond politics. The global economy has shown resiliency, and earnings are beginning to accelerate. Despite this, valuations and the potential for increased volatility have created uncertainty.

Paul Robertson, Bernstein Senior Portfolio Manager, will discuss what Bernstein believes is behind the expectation of greater economic growth, the market rally and recent increase in volatility, and how Bernstein is responding. His discussion will include what areas of the economy are expected to grow faster than normal, what growth-enhancing policies from the new administration mean for investors, and whether staying invested is a prudent plan.

Speaker:

Paul Robertson, Senior Portfolio Manager of Bernstein

Opus Connect is excited to announce its Boston Deal Connect speed-networking event with independent sponsors. This exclusive event is hosted by Burns & Levinson and includes highly interactive rotations of brief one-on-one meetings between independent sponsors and capital providers. All attendees are pre-selected to ensure quality and facilitate deal making in an efficient manner.

If you are interested in attending, please complete an application by clicking on the button above. Please note that applying does not guarantee your attendance at Deal Connect, and a brief introductory phone call may be scheduled by Opus Connect staff.

This event is one of six Spring 2017 Deal Connect events presented by Opus Connect.

Schedule:

Registration: 11:00am – 11:30am
Lunch/Panel: 11:30am – 1:00pm
Meetings: 1:00pm – 3:00pm
Break: 3:00pm – 3:30pm
Meetings: 3:30pm – 5:30pm
Cocktail Reception: 5:30pm – 7:00pm

Benefits for participants:

• Meet a range of independent sponsors and capital provider firms located across the country through concentrated and efficient one-on-one meetings and a networking reception
• Save time finding deal partners: 12 meetings, each strictly 20 minutes long
• Panel featuring several of our sponsors during lunch with Q&A
• Sponsorship opportunities available

Changing market forces, rising interest rates and shifting investor attributes desiring lower cost and risk structures have made the private equity marketplace highly competitive. Independent sponsors are providing unique opportunities for private equity and mezzanine debt investors who are looking to better align incentives with the standard private equity fund. However, they face many challenges around deal sourcing, compensation and governance and with new entrants in the sector, it is critical that they develop the right partnerships to ensure deal flow in all market cycles. iGlobal Forum’s 5th Independent Sponsor Summit, held on April 19th & 20th in New York, will bring together over 150 senior level capital providers and IS executives by combining high-level networking and one-to-one meetings, alongside in-depth content, so you can pick up the best strategies from industry experts, make valuable connections, and improve your odds in generating successful deals. The 5th Independent Sponsor Summit is a key platform to meet and network directly with leading industry professionals and decision-makers all under one roof such as: Independent Sponsors (Fundless Sponsors), Private Equity Firms, Family Offices, Mezzanine Lenders, Hedge Funds, Institutional Investors, HNWIs (High Net Worth Individuals) and M&A Intermediaries/Advisors.