Dates: March 27 - 29, 2022
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.
Emily Holden is Director of Private Funds at Harvard Management Company, Inc. Prior to joining HMC in 2015, Emily was General Counsel of Pomona Capital and an associate in the Private Investment Funds Group at Proskauer. She received a J.D. from the University of Connecticut School of Law.
Arthur Man joined Bonaccord as its General Counsel in November 2021. Prior to Bonaccord, Arthur was most recently Managing US Counsel at abrdn. At abrdn, Arthur supervised all legal matters pertaining to the US private market fund practice, ranging from (i) the structuring and formation of new funds to launching various bespoke private market-focused SMAs for institutional investors, to (ii) legal review and of private market transactions and operations, to (iii) advising the general partner and management companies on various corporate and governance issues. Prior to abrdn, Arthur was General Counsel at FLAG Capital Management LLC. Arthur holds a J.D. from the NYU School of Law and a B.A. from the University of Pennsylvania.
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