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CIOS 2020: Models for Strategic Investment Partnerships, Including Co-investments

About This Webinar

Are these alliances worth the money? How transparent are the fees? Seldom do LPs have a say in selecting or structuring a deal. Is that a problem? What are best practices for vetting strategic investments and co-investments? How does one test new partnerships in 2020? This panel will feature success stories on mutually beneficial relationships with top investors and allocators.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Executive Director, ISS Media
Webinar hosting presenter
Managing Director, Global Private Credit and Real Assets Strategist, Aksia 
Sylvia oversees the implementation of private credit and real assets portfolios across Aksia’s global base of LPs. As Aksia’s Global Private Credit and Real Assets Strategist, she advises the firm’s clients with respect to portfolio construction, investment selection, pacing, risk, performance monitoring, benchmarking, co-investment programs, structuring, tactical plans and board presentations. Sylvia has partnered with prominent industry organizations to increase awareness of private credit as an asset class, including spearheading the development of ILPA’s Private Credit Specialist Series, where she is one of the lead instructors for the course. In addition, she speaks regularly at industry conferences about the challenges of building private credit portfolios and has contributed to articles including Preqin’s Future of Alternatives Series and Institutional Allocator Magazine. Prior to joining Aksia in July 2016, Sylvia spent nearly a decade in the private market space, working with both investors and GPs across private equity, real assets and private credit selection and positioning. She began her career in 1992 at Goldman Sachs in Chicago, where she oversaw the Midwest Convertibles business and then moved to New York to co-lead the institutional synthetics convertibles business. Sylvia graduated from the University of Southern California with a BA in Economics and East Asian Studies and completed her MBA in Finance from the University of Chicago Graduate School of Business. Sylvia is a founding board member of the Private Equity Women Investor Network (PEWIN).
Webinar hosting presenter
Corporate Vice President and Chief Investment Officer, Raytheon Technologies
Diamonte joined Raytheon Technologies (RTX) as Chief Investment Officer in December 2004. She is responsible for overseeing Raytheon’s $100+B in global retirement assets. This includes $50B in domestic pension plans, $10B in foreign and non-qualified pension plans and $40B in the defined contribution plan. Diamonte serves on RTX’s Finance Leadership Team and is an executive sponsor for UTC’s Finance Inclusion Forum.

Prior to joining Raytheon, she spent thirteen years with Verizon Investment Management. She served as Managing Director of Global Investments, responsible for asset allocation and management for their $40B pension plan.

In 2013, Robin was appointed by President Obama and served as a member and chair of the Advisory Committee for the Pension Benefit Guaranty Corporation for six years. Ms. Diamonte has been an Independent Director of Morningstar, Inc. since December 2015. She also serves on the board for the Committee on Investment of Employee Benefit Assets (CIEBA), representing more than 100 of the country’s largest private sector retirement funds on fiduciary and investment issues in Washington. Robin is also a current member of the investment committee for Miss Porters School. Diamonte earned a Bachelor of Science degree in electrical engineering and her MBA in finance from the University of New Haven.
Webinar hosting presenter
Managing Director, Private Markets Funds Alpha, State of Wisconsin Investment Board
Anne-Marie Fink joined SWIB in 2020 as Private Markets and Funds Alpha Group managing director. She is responsible for overseeing private equity, real estate, hedge funds, externally managed accounts, private debt, and venture capital portfolios. Anne-Marie has more than two decades of investment management experience, both in the public and private sectors. She served as the chief investment officer for the Employees’ Retirement System of Rhode Island and for a large family office. Anne-Marie started her investment career at JP Morgan, where she spent more than 16 years as an equity and hedge fund analyst. Most recently, she was at State Street Global Advisors as the portfolio strategist for alternative investments.
Anne-Marie earned a Bachelor of Arts degree from Yale University and an MBA from Columbia Business School. She is also the author of The Money Makers: How Extraordinary Managers Win in a World Turned Upside Down, which draws on investors’ experience to identify best practices in business management across companies and industries.
Documents
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