Date: Feb 20, 2025Time: 6:00 PM to 9:30 PM
Feb202025

REGISTRATION CLOSED – Institutionalizing and Scaling Your Investment Management Firm

Thu, 6:00 PM to 9:30 PM Proskauer Rose LLP
General PublicFinance

Description

If you want to run your own investment management firm, you’re not just an “investor” anymore. You’re an operational CEO of a complex, highly regulated, and small entity, with all the challenges of any other startup CEO. Learn from people who’ve helped build significant investment management firms.   
  
Among the topics we’ll discuss: 
  • How do you graduate from retail to institutional limited partners? 
  • How do you handle the differences in economics shared with early cofounders/hires to later hires?
  • What are the common errors that people make which can cause problems later as your firm scales? 
  
  
Program:
6:00-6:30 Registration 
6:30-7:15 Panel Discussion
7:15-7:45 Audience Questions
7:45-9:00 Dinner Reception and Networking 
9:30 Room Closes 
   
This is a three-part HBSCNY series on Investing in General Partnerships of Investment Management Firms, with sponsorship from Proskauer: 
    
Pre-registration is required and will close at Noon on February 19th, 2025.
   
Please note that no refunds will be issued.  
    
By registering for this event you agree to abide by the HBSCNY Code of Conduct for yourself and your guests (read here).  

Bios

Speaker

Ansel Duff

Director, Wafra

Ansel Duff is a Director on the GP Stakes & Seeding team at Wafra. He supports new investment activity in Wafra’s Strategic Partnership mandate, which is primarily focused on GP stakes, new manager seeding, and structured GP solutions. During his time at Wafra, he has supported GP stakes investments in established investment firms like Digital Bridge (NYSE: DBRG), providing catalytic growth capital to growing private equity managers like Avista Healthcare Partners, and backing new firms at their Fund I like Ara Partners. He is also a founder of an artificial intelligence software platform called Fordi and began his career in investment banking at Berkshire Global Advisors. He received a Bachelor of Science in Mechanical Engineering (cum laude) from Harvard University. 

Speaker

Demetrius Sidberry

Managing Director, New Catalyst Strategic Partners

Demetrius Sidberry is a Managing Director and Investment Committee Member of New Catalyst, where his primary responsibilities include the sourcing and execution of structured partnerships in addition to general partner value creation services. Demetrius has nearly 20 years of experience in corporate finance and principal investing, including as an Investment Committee Member of Hamilton Lane’s Direct Equity team, an associate with ICV Partners, and an analyst in the global consumer products and retail investment banking group at UBS. Demetrius received a B.S. in Business Administration from the University of North Carolina, Wilmington where he graduated magna cum laude. 

Speaker

Brian S. Schwartz - Host

Partner, Proskauer

Brian S. Schwartz is a partner in Proskauer’s Corporate Department and a member of the Private Funds Group. Brian’s practice focuses on representing private investment fund sponsors and investment advisers in organizing, structuring, negotiating and marketing private investment funds across all aspects of the fund-raising process, as well as the ongoing operation and maintenance of private investment funds and their sponsors. He also counsels fund sponsors in the structuring of their internal economic arrangements, organization and management. As part of his practice, he also advises fund sponsors on regulatory and compliance matters under the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933 and the Exchange Act of 1934. Prior to joining Proskauer, Brian practiced at Sullivan & Cromwell LLP in New York in corporate and securities law. 

Speaker

Daniel de Faro Adamson

Founder and co-CEO, Collective Global

Daniel de Faro Adamson is the co-founder and co-CEO of Collective Global, a venture capital firm dedicated to reimagining how premier institutions access the innovation economy. He was also the Chairman, and formerly the founding President, of Capital Constellation, a joint venture between asset owners in Europe, North America and the Middle East that has deployed more than $3 billion to catalyze the next generation of private equity managers. Daniel was a Senior Advisor to Wafra, and previously served as a Senior Managing Director and member of the firm’s Management Committee. He held senior positions at Ares Management and Bridgewater Associates and began his career at McKinsey & Company. 

Moderator

David Teten, MBA 1988

Venture Partner, Coolwater Capital

David Teten is the founder of Versatile VC, which backs “investment tech” companies which help investors generate alpha.  He is also Venture Partner and formerly Partner with Coolwater Capital, which invests in emerging fund managers as a limited partner, into general partnerships, and into fund management companies. Coolwater runs an accelerator for emerging VC fund managers, which has graduated >290 VCs which have raised >$3B collectively. David is Chair of PEVCTech, a community of investors in private companies using AI, technology and analytics to generate alpha, and Founders’ Next Move, for tech founders exploring new ideas. He was formerly a Managing Partner with HOF Capital; Partner with ff Venture Capital; and Founder of Harvard Business School Alumni Angels of NY. He previously was a serial founder with 2 exits as CEO. 
 

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Date Time

Date: Feb 20, 2025Time: 6:00 PM to 9:30 PM

Location

Proskauer Rose LLP11 Times Square (8th Avenue at West 41st Street)
New York, NY 10036
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Price

  • 25 / Member/Member Guest (limit one)
  • 50 / Alumni Non-Member
  • 65 / General Public

Sponsors

Organizer

David Teten, MBA 1998

Proskauer Rose LLP

11 Times Square (8th Avenue at West 41st Street), New York, NY, 10036