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Insight Center: Events

PEI CFOs and COOs Forum 2017

Speakers: Julia D. Corelli and Andrew Hulsh

January 18-19, 2017
PEI CFOs and COOs Forum 2017

Julia D. Corelli, a partner with Pepper Hamilton's Corporate and Securities Practice Group and co-chair of the firm's Funds Services Group, and Andrew Hulsh, a partner in the Corporate and Securities Practice Group, will be speaking at the PEI CFOs and COOs Forum 2017 to be held in New York, NY from January 18-19, 2017.

Ms. Corelli will be speaking on the Breakout Series I (Track A) panel entitled "Innovative Strategies for Offering Co-investment Opportunities." The panel will discuss:

  • Taking a deeper dive into the co-investment process
  • How are firms making co-investment equitable for investors?
  • Considering the effect on dollar averaging and whether all investors receive the same benefit
  • Are co-investment sensitivities on the SEC’s or ILPA’s radars?
  • LP best practices on co-investment opportunities.

Mr. Hulsh will be speaking on panel entitled "Marketing Funds and Managing Investments in Europe." The panel will discuss:

  • Examining the current regulatory landscape
  • Valuable insights for firms already in Europe and those considering becoming more active in region
  • Strategies for confronting both non-bound issues and tax issues
  • Examining the potential impact of what happens with passports on marketing
  • How to make marketing overseas economical
  • What’s to come on the Brexit front?
  • How Brexit will impact developments with the AIFMD passport for third country extension
  • Measuring the impact on whether countries gain access to the passport early
  • What bearing will Brexit have on U.S. firms and the assessment of regulatory structure for passport purposes
  • Brexit and the LP: opportunities and risks.

This leading private equity conference brings together senior finance and operations executives from the world’s foremost private equity and venture capital firms and Pepper Hamilton is proud to continue our association with the conference.

For more information on the agenda and speakers, visit https://www.privateequityinternational.com/cfo-coo-forum/.

Location

The New York Hilton Midtown
1339 Avenue of the Americas
New York, NY 10019