Co-Investment vs Direct Investment: Raising Money through Successful Structuring, Custody & Compliance
Co-Investing vs Direct Investing is possibly the hottest topic today for both Investors and General Partners to consider. The panel will discuss strategies Investors and General partners should consider while considering a Co-Investment or DIrect investment opportunity. This diverse panel of experts will provide different points of view to consider while arranging an alternative investment offering. If you are an investor being approached by an operating business to be a lead investor or you are an investor tagging along a lead investor, what issues should you consider? Points of view vary depending on the role that you are playing in either transaction. No matter if you are an operating partner or a financial sponsor, this panel will look at everything from costs, legal and business considerations that are being proposed to you. Our experts will discuss and answer Q&A, and share their expert insights into structuring, legal issues, compliance and custody rules while contemplating a Co-Investment vs. Direct Investment opportunity.
- The role credit plays in making the rights decisions when considering a Co-Investment vs Direct Investment opportunities.
- What role do relationships and sourcing play in selecting an investment banker to help you consider and structure Co-Investment vs Direct Investment opportunities?
- How do Co-Investments help General Partners get a Direct Investment accomplished?
- What are the various structures that Investors and General Partners should consider when contemplating a Co-Investment vs DIrect Investment?
- Guidance on selecting which offering exemption (Reg D 506(c), Reg D 506(b), Reg A+) for General Partners to use?
- Which investors prefer Direct Investing and which prefer Co-Investing investing?
- Given this new market environment, which vehicle is best for capital raising and which vehicle is the best for the investor? & Why?
- How much time will it take and what are the various costs of creating the right structure from the point of view of the investor vs operating partner? Who should expect to pay which costs?
- What is the role of a custodian for an alternative asset fund?
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About
Millennium Trust Co is a $30B+ Qualified Custodian specializing in providing custody solutions for fund managers, RIAs, institutions, investment platforms, and marketplace lenders, whether they are in need of institutional custody services for funds or alternative asset expertise for their investors. We are based on Oak Brook, IL, currently have over 400 employees and are privately owned by Boston-based Investment Company, Abry Partners.
Monness, Crespi, Hardt & Co., Inc. (MCH) is a sell-side institutional boutique brokerage firm established in 1964 whose primary business is acting as an agency broker to institutions, hedge funds and certain high net worth individuals. MCH performs fundamental research.
North Capital is the leading provider of transaction technology for primary issuance of exempt securities, and we are driving the evolution of clearing, custody and secondary markets on the Ethereum blockchain. We create and deliver services, utilizing custom APIs, open source blockchain technology, smart contracts and securities tokens to transform access, liquidity, and transparency of exempt securities. Our Registered Investment Advisor, North Capital Inc. was founded in 2008. The firm’s founder, Jim Dowd, started the firm after spending 20+ years as an Institutional Asset Manager, with the goal of bringing institutional grade advice to retail clients. North Capital Inc is headquartered in Salt Lake City, UT, with branch offices in Benicia, CA, McAllen, TX, Sea Island, GA, and Pittsburg, PA.
VIDACE helped a lot of high level Fund collaborations which fostered some of the largest fund collocation in investment and funding. VIDACE helped collaborations with some of the most prestigious royal family offices and Sovereign Wealth Funds.