PERT Quarterly Meeting (Open to PERT Members Only)


Event Details


December 4, 2018 4 PM - 9:30 PM EST



The last PERT meeting of the year will take place on Dec. 4, 2018, in New York City.  This meeting will feature an interactive discussion exploring current ESG issues for GPs in the middle market.  Attendees are also invited to a post-meeting networking reception with the New York chapter of PECFOA.

For those unable to attend in person, the PERT meeting will be available via dial-in.

This meeting is for PERT members ONLY. To learn more about becoming an ACG PERT member, click here.





(all times in Eastern Time)

4:00 – 5:00 p.m.

Roundtable Discussion on Hot Topics in ESG 

Led by PERT Steering Committee members Josh Cherry-Seto
(CFO and CCO, Blue Wolf Capital Partners) and April Evans (Partner and
CFO, Monitor Clipper Partners), this intimate roundtable will discuss
current issues and trends surrounding ESG, including: 

  • Investor interest in ESG is trending for the US middle market:
    How relevant is ESG for your firm?
  • What matters for ESG purposes
  • Creating an ESG policy that your firm supports
  • Best Practices in Investment Process Integration:
    Generating superior risk adjusted returns
  • Strategies in Monitoring and Reporting ESG
  • ESG DDQ: Preparing for Fundraising

This will be an interactive session; all members are highly encouraged to participate.

5:00 – 5:30 p.m.

PERT and Public Policy Updates  

Hear about recent PERT activity from members of the PERT Steering Committee,
as well as regulatory and legislative updates that can impact your compliance practice
from ACG’s Public Policy Team.

6:00–9:00 p.m.

Networking Reception with NY PECFOA  

Join PECFOA’s New York chapter for a joint networking event
over drinks.

Questions? Contact Maria Wolvin, Vice President & Senior Counsel, Public Policy, at

Thank you to our sponsors!