NYC Chapter: February Deal Connect Panel
New York, New York, 10036
late registration: $250
This event is free for Chicago Private Equity Chapter, Los Angeles Private Equity Chapter, Los Angeles Real Estate Chapter, NYC Private Equity Chapter, National Chapter, and Corporate members.
This event starts on February 26th at 11:00 AM.
Topic: Tips for a Successful Fundraise in 2019
2019 initially seems to mark a year of greater uncertainty in the market. There continues to be record amounts of dry powder to put to work on continuously high valuation deals. Disruption in trade negotiations and deadlock in Washington are causing fluctuation in public equities. While it’s anyone’s guess as to when it will happen and how severe it will be, a cooldown in the global economy seems inevitable. So how are all of these variables contributing to fundraising in 2019? Are LPs shifting their strategies and hedging their bets? What new questions are they asking GPs and what answers do they want to hear? Come listen to a mix of family office and institutional LPs to get their thoughts and tips on how you can prepare for a successful fundraise.
Opus Connect Members: No Charge
- Non- Members (On or before February 21st): $225
- Non-Members (On or after February 22nd): $250
By Invitation Only
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Ms. Anna Dayn founded Dayn Advisors, and serves as its Chief Executive Officer. Ms. Dayn served as Head of Private Equity at Cardano Risk Management BV and focused on researching and selecting private equity managers for Cardano’s clients and launched the private equity programme in 2008. Ms. Dayn was at Capital Dynamics AG where she was part of a team managing $20 billion in fund of fund products, segregated accounts, structured private equity products, and was responsible for due diligence on investment opportunities in Europe and North America. She served as Investment Banking Professional at N M Rothschild & Sons Limited. Ms. Dayn started her career as a member of the investment banking division of Rothschild in the M&A group.
Prior to joining Zwick Partners, Brad Batten spent 6 years at Bank of America Merrill Lynch. At BofA Merrill Lynch Brad was responsible for structuring and underwriting credit products for Private Equity leveraged buyouts. In addition to transaction responsibilities, Brad assisted in the management of Bank of America’s credit exposure to these transactions, consisting of an $8.7Bn portfolio of debt.
At BofA Merrill Lynch Brad also held various roles in Risk Management which included distressed portfolio management and portfolio analytics for both internal reporting (Board of Directors) and external reporting (SEC).
He holds a bachelor’s degree from Davidson College in History with a minor in Economics.
Frank Tanner joined Morgan Creek in 2013 and is primarily responsible for Private Equity and Real Assets investments, including sourcing, diligence, and deal and manager research across primaries, co-investments, directs, and secondaries. In addition, Mr. Tanner works with clients to analyze private opportunities and optimize private asset portfolio allocations. Prior to joining Morgan Creek, Mr. Tanner interned with Charlotte-based WestEnd Advisors, where he performed macro research and security analysis for a global, large cap, core equity fund. Mr. Tanner received a Bachelor of Science in Business Administration and graduated with distinction from the University of North Carolina at Chapel Hill, where he also was a Men’s Varsity Basketball letterman.
Josh serves as a Partner of the firm. His responsibilities include portfolio management, manager selection, as well as responsibility for reporting and fund administration. Josh is a member of the Investment Committee and holds various board seats.
Prior to 747 Capital, Josh was a product marketing manager at Citadon, where he managed the development of collaborative software products for the construction and engineering industries.
Josh received a M.B.A from Columbia Business School and a B.A. in Molecular Biology and Biochemistry from Middlebury College.
Paul began his 25-year investment and merger advisory career at Goldman Sachs in New York. He also served as CEO of Alta Capital Group, focusing on cross-border merchant banking with offices in New York, Seoul, Tokyo, Hong Kong, London and San Francisco. He began his career as a brand manager at Procter & Gamble in Cincinnati.
Currently he focuses on investments for his family with broad portfolio construction mandates and specific private equity efforts in the Americas and Asia. He has also served for over 15 years on investment committees ranging from $50 million to $50 billion. He received his AB in mathematics from Harvard and his MBA from Stanford.