Dates: October 20 - 22, 2021
Location: White Plains, New York
The Forum’s Steering Committee welcomes a select group of up to 44 elite-level private practice lawyers and in-house counsel with significant experience in private fund formation, operations and governance from across the US and Canada. The goal is to foster a community of the leading experts who are willing to collaboratively examine and resolve the complex challenges they face today.
Using candid, peer-driven discussion, this Forum explores key topics that will help develop successful GP-LP relationships in closed-end private funds.
This advisory group of leading practitioners drafted the Agenda and personally nominated all invitees to the Forum.
Andrew Malone is the Chief Counsel – Tax and Global Funds and is responsible for leading the tax team and the global funds legal team. Based in Minneapolis, he joined the firm in 2014.
Prior to joining Värde, Andrew was managing counsel at the State of Wisconsin Investment Board, where he designed and oversaw the legal diligence program for the hedge fund portfolio that was launched in 2010. Prior to that, Andrew was a member of the legal team at Black River Asset Management and he started his career as an associate in the tax group at the law firm Godfrey & Kahn.
Andrew received a B.A. from Valparaiso University and a J.D. from the University of Michigan Law School.
Emma is Senior Forum Director and Financial Services Lead at Cambridge Executive Connections (CEC), a subsidiary of Cambridge Forums, Inc. Naturally curious and a lifelong learner, Emma has developed and managed a variety of meetings in both the profit and non-profit sectors. Before joining Cambridge, Emma was Assistant Vice President, Global Marketing at State Street in Canada, where she spent close to two decades of her career, offering her a great depth of knowledge and understanding of the financial and investment sectors. In Emma’s current role, she leads CEC’s Financial Services portfolio, including programs for institutional investors, banking, private funds, risk, and governance professionals.
The Forum offers a private and neutral environment, bringing both LP and GP side legal practitioners to examine critical roadblocks, identify efficiencies and think of innovative ways to address emerging/evolving issues in private fund investments.
"Great opportunity to discuss current practices and emerging trends in a collegial forum that brings together thought leaders and key experts in the PE, pension fund, and M&A deal community."Sven Milelli Partner McCarthy Tétrault LLP Vancouver, BC
"Market-leading experts sharing relevant experience with respect to changing market conditions and terms and collaborating to make the market more efficient."Tara Rosenblatt Managing Director & Associate General Counsel Ontario Teacher’s Pension Plan Toronto, ON
"The Forum was very interesting and engaging so was it was well set up to foster open communication. Participants arrived ready to speak their minds and the moderators did a great job of keeping the discussion lively."Neal Ross Partner Osler Calgary, AB
Given concerns surrounding the ongoing pandemic, the Steering Committee made the decision to postpone the in-person Forum on Private Funds to Spring 2022. We are currently working with the hotel on availability for late April/early May dates and will update as soon as there are finalized. If you have any questions or concerns, do not hesitate to reach out to Forum Director, Emma Phillips.