Overview
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.
2021 Steering Committee
This advisory group of leading practitioners drafted the Agenda and personally nominated all invitees to the Forum.
Committee Members
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Kelley Bender Chapman and Cutler LLP Chicago, IL
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Nicole J.E. Brennig Co-Managing Partner DLA Piper LLP (US) Austin, TX
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Emily Holden Senior Vice President Harvard Management Company Boston, MA
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Matthew Jill Ares Management Corporation New York, NY
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Amy C. Johnson-Spina Partner Torys LLP New York, NY
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Andrew Malone Chief Counsel – Tax and Global Funds Värde Minneapolis, MN
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Arthur Man Managing U.S. Counsel Aberdeen Standard Investments New York, NY
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Matthew Nadworny Kirkland & Ellis LLP Houston, TX
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Jade Shirley O'Sullivan Cambridge Executive Connections Toronto, ON
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Jade Shirley O'Sullivan Cambridge Executive Connections Toronto, ON
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Tara Rosenblatt Managing Director & Associate General Counsel, Investments Ontario Teachers' Pension Plan Toronto, ON
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Michael R. Suppappola Partner Proskauer Rose LLP Boston, MA
Forum Directors
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Emma Phillips Senior Forum Director Cambridge Forums Toronto, ON ephillips@cambridgeforums.com M: +1 437 216 3119
With over 25 years of experience, Emma is a dedicated experiential marketing leader with the ability to manage the entire project lifecycle, from conception and budgeting to execution and post-event analysis. Emma has demonstrated success in planning and orchestrating high-visibility events across target markets including clients, stakeholders, executives, and employees. Emma’s areas of expertise include managing the customer experience, client retention, and relationship management, meeting logistics, organization and execution as well as cost and budget control, contract negotiations and vendor relations.
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Varugis George Senior Forum Director Cambridge Forums Toronto, ON vgeorge@cambridgeforums.com M: +1 647 449 8243
Varugis has over seventeen years of experience producing and managing conferences for corporate executives, government officials, and professional advisors. He was appointed President of Cambridge Executive Connections (CEC), a subsidiary of Cambridge Forums Inc., in 2019. CEC offers sophisticated learning and networking experiences for private clients, family offices, institutional investors, as well as governance and corporate leaders from around the world. Along with the flagship Forums, CEC builds Communities for members to engage and develop meaningful connections with peers globally. As President and Senior Forum Director, Varugis is responsible for the overall strategy, growth, and delivery of all services under the CEC banner.
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
STILL UNSURE?
Learn why people return year after yearHear how our participants describe the practical benefits of our forums.
Senior Forum Director