Tom oversees the investment sponsor, RIA, bank and broker dealer relationships in the Midwestern and Northeast regions. He brings over 20 years of investment distribution experience, focusing on both traditional and alternative asset classes.
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.
Speakers: Tom Kurinsky, Evan Wein, Sara Borazan, and Yuting Ren
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.