1-Hour Program

See Credit Details Below

Overview

Fund finance encompasses a broad range of solutions that provide liquidity, leverage, and investment capital to fund managers and investors. The market has witnessed significant growth in recent years due to the rising demand for alternative investments, such as private equity, secondaries, real estate, infrastructure, and private credit.

This Briefing, “A Field Guide to Fund Finance,” provides a comprehensive overview of the fundamentals of the industry, as well as an introduction to the advanced topics we will cover in the PLI Fund Finance Conference 2023 being held this October 4th.

Led by seasoned experts in the industry, this Briefing will cover a range of topics crucial to fund finance.  Participants will gain insights into the various types of fund financing, including subscription line facilities, secondaries financing, NAV and preferred equity financings, as well as related fund raising strategies such as collateralized fund obligations and rated feeder structures.

Whether you are an industry newcomer, a finance professional looking to expand your knowledge, or a sponsor or investor exploring financing opportunities, this presentation is the perfect starting point to understand the key aspects and dramatic growth of the fund finance industry.

Faculty will discuss: 

  • The fundamentals of subscription line facilities (15 minutes)
  • The structures and uses of secondaries facilities, NAV financings and preferred equity structures (25 minutes)
  • Collateralized fund obligations, rated feeder structures and other insurance capital solutions (20 minutes)

As noted above, this Briefing is scheduled as a review of the fundamentals before PLI’s more advanced Fund Finance 2023 program on Wednesday, October 4.  Please register for the program and receive this Briefing free as part of your registration.  Simply enter discount code OHB3 AFGFF into both priority code boxes in your cart prior to checkout.

 

Who Should Attend:  Law firm attorneys, in-house counsel, private equity and private credit managers, fund raising professionals, banking industry participants, and insurance company investors. 

Program Level: Basic

Prerequisites: None

Advanced Preparation: None

 

Moderator:

Matthew K. Kerfoot

Proskauer Rose LLP

 

Faculty:

Akhil Bansal

Carlyle

 

Andie Goh

Ares Alternative Credit

 

Dee Dee Sklar

Women In Fund Finance

 

 Ramya S. Tiller

Debevoise & Plimpton LLP

Credit Details