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28 May 2019

Primaries What do LPs need to know when making fund investments?

Date Tuesday 28 May 2019 Time 8:00am - 10:00am Key Contacts
Location The Widder Hotel,
Zurich

MJ Hudson and PwC are co-hosting an MJ Hudson Asset Management Breakfast Club at 8:00am on Tuesday, 28th May at the Widder Hotel, Zurich.

This private event is designed for LPs and will be attended by LPs from family offices, pension funds, fund of funds, insurance companies, and private banks. The focus of discussion will be what LPs need to be aware of when making Private Equity fund investments.

There will be two presentations from PwC and MJ Hudson, covering:
• Lessons learned from Legal Due Diligence and mistakes made
• How to improve LP negotiating strategies
• Practical tips for LPs making Private Equity fund investments
• The key aspects of Operational and Investment Due Diligence
• Illustrations of lessons learned from field experience

MJ Hudson Asset Management Breakfast Club events are held frequently throughout the year. The aim is promote understanding of the private equity industry, share fund management data and facts and aide networking with your industry peers.

For more information, please contact Eamon Devlin at eamon.devlin@mjhudson.com

AGENDA

8:00am
Registration & Breakfast

8:20am
Investments in PE funds: what should LPs watch out for?
Speaker: Shervin Shameli, Partner, MJ Hudson Law

  • What LPs need to be aware of when making fund investments
  • GP bad practices
  • Lessons learned from legal due diligence
  • Improving LP negotiating strategies
  • Practical tips for LPs making primaries
  • Private Funds market trends

8:45am
Operational and investment due diligence: lessons learned
Speakers: Benjamin Gauthier, Partner; and Dimitri Senik, Investment Performance Services Leader, PwC

  • Is it worth challenging very experienced fund managers?
  • The key aspects of operational and investment due diligence
  • Lessons learned from field experience
  • The impact of the due diligence on the fund negotiations

9:10am
Q&A

9:30am
End

 

SPEAKERS

Shervin Shameli
Partner, MJ Hudson Law

Shervin is an Investment Funds lawyer with particular experience advising Fund Managers on the establishment, structuring and operation of UK and International Investment Funds, Co-investment funds and carried interest arrangements. Shervin also has extensive experience advising institutional investors making investments into and co-investments alongside private investment funds. Shervin is a recommended lawyer within the ‘Investment fund formation and management – Private funds’ section of The Legal 500 United Kingdom 2017 editorial and has been recognised as showing ‘a great understanding of what a private funds client needs in a law firm and has a key role in getting difficult fundraisings across the line’.

Benjamin Gauthier

Partner, Risk Management, Financial Services Consulting, PwC Luxembourg.

Benjamin’s main areas of expertise are advisory services for Private Equity, and Risk Management and governance for the Asset Management industry. During these last 15 years, having been Risk Manager for a management company and Consultant dedicated to the AM industry (listed and non-listed), Benjamin has acquired a strong experience in both Risk Management, governance and set-up of Management Companies. As part of his consulting activities, he led several due diligence exercises focusing on operational set-up and investment processes on PE fund managers. He is a Board member of the ALRiM (Luxembourg association of Risk managers) as well as an active member of the ALFI (Luxembourg association of investment funds).

Dimitri Senik

Leader of Investor Trust Services, PwC Switzerland.

Dimitri specialises in assurance and advisory services to investment managers and institutional investors in the areas of investment performance, investment risk management, compliance with the Global Investment Performance Standards (GIPS), investment process and governance, internal control systems, financial benchmark administration, and derivative financial instruments. During his career at PwC he has served numerous clients in Switzerland and abroad and has also closely worked with regulators in Switzerland and Liechtenstein in the risk management area. Dimitri Senik has been involved for many years in the global GIPS standard-setting committees: Currently he chairs the GIPS Technical Committee and is member of the GIPS Executive Committee. He is also member of the GIPS Group of Experts of the Swiss Funds and Asset Management Association (SFAMA). Dimitri has a degree in International Banking and Finance, is CFA Charterholder, and Chartered Certified Accountant.