C-Series @ Night: Private Equity & Family Office Co-Investing

C-Series @ Night: Private Equity & Family Office Panel

Event Details


May 16, 2019 5:30 PM - 8 PM EDT


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Join us for C-Series @ Night, our bi-monthly event taking place in the evening for May, where the region's middle-market M&A community comes together to network and hear high caliber industry experts share their outlook, opinions, successes and failures in M&A. May's C-Series topic will focus on Private Equity and Family Office Co-Investing, where a panel will share their experiences and advice for identifying and structuring a successful co-investment, and discuss challenges and roadblocks that could complicate or derail an opportunity.

Additional speakers to be announced soon!


James Cornell

James Cornell (Panelist)

Fiduciary Wealth Partners
Managing Partner

Jamie Cornell is Managing Partner of Fiduciary Wealth Partners, a private investment office and investment consultant to family offices and large family owned businesses. He spent eleven years at Fidelity Capital & Fidelity Ventures serving as CEO of several Fidelity businesses, including Fidelity Portfolio Advisory Services, an investment advisory business with over 500 employees and $25 billion in assets under management.

Today, Mr. Cornell is a seventh-generation owner of Cornell Enterprises, one of the largest industrial enclosure makers in North America. He serves on eight boards including PE/VC backed companies, family offices and privately held businesses. Mr. Cornell is an active member of Young Presidents’ Organization in the New England and Jackson Hole Chapters. In 2018 he was elected Chair of the YPO Family Office Principals’ Group, a private group of 75 of large single-family offices. In November 2018 Mr. Cornell served as Chair of the Campden Wealth IPI North America Family Office Conference. From 2014 to 2018 Mr. Cornell served as Chair of Tiger 21, a private investment network for UHNW individuals.

Mr. Cornell and his wife, Stephanie, live in the Back Bay and have five grown daughters and a son. Stephanie is a philanthropist and co-founder of Strategic Grant Partners, a leading philanthropic advisory firm, and today is Managing Director of the Draper Richards Kaplan Foundation, a venture philanthropy fund for high impact social organizations. She has served on numerous Boards including Partners-in-Health, WGBH, Year Up, Share our Strength, Clean Energy Trust, D-Rev, City Health Works, Upstream, Lava Mae, Strong Minds and Y2Y Harvard Square, among others.

Mr. Cornell graduated from The Lawrenceville School, the University of North Carolina at Chapel Hill, Fidelity sponsored Owner-President-Manager Program at Harvard Business School and Harvard Kennedy School’s Program for Investment Executives.

Helenn Lemaistre

Helenn Lemaistre (Panelist)

CIC Capital
Investment Director

Helenn Lemaistre cumulates 15 years of Private Equity experience within CM-CIC Investissement in France (www.cmcic-investissement.com), the private equity branch of Credit Mutuel-CIC, one of the strongest banking institution in Europe.

With more than $3.0B under management and 350 companies in its portfolio mainly in Europe and Canada, CM-CIC Investissement (CIC Capital in the US) is now establishing a long term presence in the USA (New York and Boston) to support owners of lower mid-market companies through equity investments in various situations such as family and management transitions, shareholder liquidity, acquisitions or organic growth financing.

Thanks to its evergreen capital, CM-CIC Capital has the ability to back its portfolio companies as long as needed, and to reinvest to strengthen their development. Prior coming to Boston in September 2016, Helenn has served on several boards in France such as Lorillard, Bouvet Ladubay, Caillau, Groupe Grimaud, Home & Furniture.

Before joining the Private Equity industry, Hélenn was a financial auditor at KPMG. She is a French CPA, holds an MS degree from Audencia and completed the WSP at American University in Washington DC.

Event Secondary Body


5:30pm - 6:00pm Registration & Networking
6:00pm - 7:00pm Panel Discussion
7:00pm - 8:00pm Networking




Early (ends 05/09)

Late (ends 05/15)


Members $125 $135 $145
Young Professional Members $100 $100 $110
Non-Members $200 $220 $240


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