ACG NY VIP LP Allocator Series | Roundtable 2: The Emergence of RIAs & Client Access to PE Deal Flow

Share:
Image
070721-Event Image-1200x675-V2.png

Event Details

When:

July 7, 2021 5 PM - 6:30 PM EDT

Where:
Add to Calendar

Overview

Body
ACG NY VIP LP Allocator Series | Roundtable 2: The Emergence of RIAs & Client Access to PE Deal Flow

As Private Equity continues to gather momentum, the broad understanding is that it will outperform other asset classes and this has led to more demand to access deals in the private market. Investors that are High Net Worth Individuals (HNWIs) are diversifying beyond public equities and real estate, and are looking for greater access to alternatives in the chase for returns. To meet the growing demand for access to Private Equity and alternative investments, RIAs are developing new investment strategies and creating platforms to provide this access while also balancing the liquidity requirements of clients. In this discussion, we aim to discuss our panelist's views on the following areas:
 
  • What are the key factors driving HNWI interest to Private Equity investments?
  • What are the steps taken by wealth managers and RIAs to educate and guide clients on alternative investments?
  • What are the key challenges and obstacles faced in accessing alternative investments by this segment of the market?
  • How can RIAs offer Private Equity investments in client portfolios without stretching their back office?
  • How are RIAs keeping up with the client's demands of exclusive private placements?
  • How are wealth managers and RIAs leveraging technology and digitization to streamline processes, track and monitor investment performance, and to improve their compliance and due diligence requirements?
  • How is the democratization of PE investments (through recent changes in 401k rules and the like) expected to impact private equity as an asset class?
  • What inning are we in towards the opening up of PE investments to retail investors?

Speakers

Image
Tom Watts

Thomas W. Watts IV

Watts Capital
Chairman, Chief Investment Officer

Tom Watts founded Watts Capital to deliver the glaring unmet market need to deliver a higher level of comprehensive advice and service to affluent clients. As Chairman, Tom leads the strategic direction of the Firm and as Chief Investment Officer, Tom oversees the Firm's investment strategies. 

Prior to founding Watts Capital, Tom held senior positions at major Wall Street firms, including Merrill Lynch and Bear Stearns. He was elected repeatedly to the Institutional Investor All-Star Team for his widely recognized investment research. He was also named by the Wall Street Journal as a "Home Run Hitter" for his stock picking record. To date, Tom has played key roles in building and exiting three high-growth ventures where he was a principal. Tom began his career at McKinsey & Company.

Tom earned an MBA from Harvard Business School and a BA from Stanford University. He holds the professional designations CFA®, CAIA, CFP®, CDFA®, and training in Divorce Mediation with the Academy of Professional Family Mediators. Tom also brings special expertise in working with business owners, members of the private equity community and individuals contemplating or going through divorce. 

Tom has a personal commitment to social justice and it is reflected in his personal and professional activities. Tom dedicates his spare time to his family, to his love for horses and dogs, to skiing, and to swim/bike/run competitions.

Image
Abilash Jaikumar

Moderator, Abilash Jaikumar

TresVista
Co-Founder and Managing Director

Abilash Jaikumar is a Co-Founder and Managing Director of TresVista, the leading provider of high-end outsourced support for asset managers, investment banks, research firms, and corporates. TresVista client’s operate across geographies, industries, asset classes, and deal sizes. Their asset management clients collectively have AUM in excess of $400 billion. TresVista supports its clients broadly in three areas (1) research and valuation, (2) FP&A, and (3) data analytics.

Previously, Abilash has worked in both the investment banking and private equity industries and has been involved in more than $20 billion of financing and M&A activity.  Abilash graduated with Honors from Georgetown University with a B.S.B.A in Finance and Accounting and minors in Philosophy and Economics and currently serves as the Chairman of Georgetown's Alumni Admissions Program in India. He is also on the board of Beyond Capital Fund, a non-profit impact investment fund that invests in for-profit social enterprises throughout India and East Africa. He is also a member of the Board of ACG New York.


Hosted by: ACG
Chapter
New York
Share:

Event Materials

Event Materials

This hybrid event will be held in-person at ACG New York's Corporate Office located at 405 Lexington Avenue, 9th Floor, New York, NY 10174.  Once registered, if you are unable to attend in person, virtual details will be provided.

Please contact ACG New York for more information.

Pricing: 

Complimentary for Family Offices, Limited Partners and ACG Fund Manager Members
$25 for Non-Member Fund Managers

Future ACG NY VIP LP Allocator Series Date: October 6, 2021

ACG NY Virtual Events Terms & Conditions