PE Co-Investments

Posted by Andrew Borowiec on Nov 9, 2020 2:42:48 PM

Join us November 18 at 11:30pm EST for a panel discussion on co-investments, where we look at why co-investments continue to rise in popularity – in particular in the current climate – as well as at the related benefits and possible pitfalls of co-investments.

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Your panelists:

Nelson_Bryan croppedBRYAN NELSON joined Pathway Capital Management in 2011 and is a principal in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and co-investments; investment monitoring; performance analysis; client reporting; and client servicing. Mr. Nelson is also a member of Pathway’s co-investment team. Prior to joining Pathway, Mr. Nelson worked as a senior associate at KPMG. Mr. Nelson received a BA in business economics from the University of California, Santa Barbara, and is a certified public accountant (inactive). Mr. Nelson is a CFA charterholder.

shalet_leonora_press_3800x4600LEONORA M. SHALET, partner in Morrison Foerster’s Private Funds Group, advises on fund formation, structuring, and ongoing operational needs, including general securities law matters and regulatory and compliance issues.

Leonora has over a decade of experience in investment management matters, with a particular focus on institutional managers and their private credit or private equity funds. Leonora also represents managers in connection with the launch and operation of funds of funds, hybrid funds and hedge funds covering different strategies.

Leonora has in-depth experience counseling on the structure, establishment, offering and distribution of U.S. and offshore funds; advising on the establishment and operation of management entities; and advising on general securities laws and regulatory and compliance matters.

thomas_stephanie_press_3800x4600STEPHANIE C. THOMAS, co–chair of Morrison Foerster’s global Private Funds Group, has over 15 years of experience advising on private fund formation and operations, as well as on regulatory compliance matters. She represents U.S. domestic and global fund sponsors and institutional investors in connection with the formation of, and investments in, buyout funds, venture capital funds, secondary funds, debt funds, infrastructure funds, fund–of–funds, social impact funds and other private funds with a broad range of investment strategies. She has been described by a client as “extremely knowledgeable in the fund formation space, very good to work with and thoughtful about the needs of her clients.

Tags: investment, Mergers & Acquisitions, Private Equity, Ask an Expert

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