As the alternative investment funds industry has become increasingly institutionalised, its investor base has widened. Investors include insurance companies, pension funds, endowments, as well as family offices, sovereign wealth funds and funds of funds, with varying economic power and diverging medium term goals. This panel will explore investor perspectives on fundraising including an examination of certain key terms and topical items. Discussion topics will include the role of gatekeepers, the function of first closing investors and cornerstone or lead investors in the fundraising process, the availability of differential terms for certain investors and potential conflicts of interests arising from the different interests of investors.
Louis Singer Morgan Lewis & Bockius, New York
Tia Breakley The Blackstone Group, New York
William Jones ManagementPlus Group, Luxembourg
Chris Kallos Kirkland & Ellis, Chicago
Tara Rosenblatt Ontario Teachers’ Pension Plan, Toronto