Boston Private Bank & Trust Company’s Inaugural Private Partnership CFO Conference

The Private Partnership CFO Conference is a three-day meeting of the nation’s top CFOs combining administrative insights with Limited Partner perspectives. Held in June at Cape Cod's Wequassett Resort and Golf Club, its inaugural event in 2014 brought together CFOs of private partnership funds from across the country to discuss relevant topics, while providing opportunities to interact with fellow professionals and alternative asset investors in both a formal and informal settings. Sessions featured both roundtable and lecture/presentation formats, and included such topics as:
 
•    The LP Perspective
•    Fund Terms and Conditions
•    The Alternative Investment Fund Managers Directive
•    Fundraising Considerations
•    Wealth Management
•    Structuring Considerations
•    GP Terms and Best Practices
•    Cyber Security

Special guest speakers included Aereo, Inc. CEO Chet Kanojia in a discussion with Dan Primack, senior editor for Fortune Magazine and Fortune’s Term Sheet; Trish Costello, CEO of Portfolia and a pioneer in entrepreneurship education.

Thank you to our attendees, speakers and partner company sponsors for making the 2014 Private Partnership CFO Conference a success. Details for the 2015 Conference will be announced in early 2015. We look forward to seeing you there.

 

THE LP PERSPECTIVE
This Roundtable gives participants an opportunity to hear from leading fund of funds and endowment managers. These investors will relay their perspectives on investing in fund managers, and what to expect from Limited Partners in the coming years. Participants will guide the Discussion based on their questions. Expert Speakers include:
John DeSisto - Director, Boston University Investment Office
Kevin Kester - Managing Director, Siguler Guff & Company  
 
CFO ROUNDTABLE DISCUSSION
This Roundtable gives CFOs an opportunity to collaborate with each other in a confidential, informal setting. Similar to previous Venture Capital CFO Roundtable Discussions, participants are expected to bring relevant questions and topics to the Discussion. Expert Moderators include:
April Evans - CFO, Monitor Clipper Partners
Susan Gillick - Partner, Standish Management
Cheryl Goyette - CFO, Fairhaven Capital
Ben Marino - CFO, COO, Permal Capital Mgmt
Ed Lafferty - CFO & Partner, Saturn Capital
 
FUND TERMS AND CONDITIONS
Join a Discussion of current fund terms and conditions, emerging trends in the market and the varying positions taken by fund managers and investors. Topics include: Management Fee Waivers; capital contingency waivers; among others. Expert Speakers include:
Nicholas Guttilla - Partner, Gunderson Dettmer 
Jeffrey M. Engerman - Partner, Gunderson Dettmer 
 
AIFMD
The Alternative Investment Fund Managers Directive is essential knowledge for those seeking investors outside of the United States. This Directive by the European Union is only now coming into focus. Hear from leading experts on this important piece of regulation. Expert Speaker: 
Justin Partington - Commercial Director, IPES
 
FUNDRAISING CONSIDERATIONS
This Roundtable combines the knowledge of leading fund of funds managers and endowment managers. Come learn the investing nuances of both types of limited partners, what various investors consider when investing in managers, and how best to market your fund. Expert Speakers include: 
Chris Walker - Principal, HarbourVest Partners, LLC
Bryan D. Kelley - Partner, NovaFund Advisors, LLC
Andrew McKee - General Partner, Webster Capital, LLC
Kevin Kester - Managing Director, Siguler Guff & Company
 
WEALTH MANAGEMENT
Whether you’ve experienced a liquidity event or anticipate one in the future, it is imperative to develop a comprehensive wealth management strategy. Come listen to leading experts on how best to develop a wealth management strategy that coincides with your individual needs. Expert Speaker: 
Rawson Hubbell - Director, Wealth Planning, Boston Private Bank  
 
STRUCTURING CONSIDERATIONS
This Roundtable will explore Business Development Corps and their alternative financing structure uses for early and mid-stage investments as well as popular IPO exit structures. Expert Speaker: 
Robert Meiner - Tax Partner, Ernst & Young LLP
Blair Murphy - Tax Partner, Ernst & Young LLP
Eyal Seinfeld - Partner, Ernst & Young LLP
 
GP TERMS AND BEST PRACTICES
This Discussion centers on the various provisions that should be considered when implementing agreements governing the general partner of a fund, including the pros and cons of different approaches to vesting, non-competes, retirement and releases. Expert Speakers include: 
Steven R. Franklin - Partner, Gunderson Dettmer
Brian C. Hutchings - Partner, Gunderson Dettmer
 
CYBERSECURITY
The SEC requires Registered Investment Advisors to have a robust cybersecurity program in place, as a way to better protect investor information. We will discuss best practices and hear from experts in cybersecurity on how best to navigate this important requirement. Expert Speaker: 
Natasha Wheatley - Executive Director, Ernst & Young LLP
Christopher Hetner - Senior Manager, Ernst & Young LLP
 

 


PORTFOLIO COMPANY SPOTLIGHT

Chet Kanojia
CEO, Aereo
"It's not magic. It's wizardry. With Aereo, watching TV is simple. Go online. Watch live TV. Save shows for later. Rejoice." Come listen to Chet Kanojia, Aereo's CEO, on the future of television watching as we know it.
 


THE INFLUENCE OF WOMEN IN VC, INVESTING AND THE ECONOMY
 

Trish Costello
CEO, Portfolia
CEO Emeritus, Kauffman Fellows Program
Trish Costello will discuss the changing impact of women in our economy, specifically as venture capitalists and angel investors, as well as their emerging influence in Crowdfunding.


 
  

 


Wednesday, June 11, 2014
 
3:00 - 6:00 PM Welcome / Event Registration
6:00 - 10:00 PM Welcome Reception & Dinner

Thursday, June 12, 2014
 
7:30 - 8:15 AM Breakfast
8:15 AM - 8:30 AM General Session - Welcoming Comments
8:30 AM - 9:30 AM Concurrent Roundtable Session #1 
9:45 AM - 10:45 AM Concurrent Roundtable Session #2 
11:00 AM - 12:00 PM Concurrent Roundtable Session #3
12:00 PM  Lunch 
Afternoon  Afternoon Leisure Activity 
(click to view options)
7:00 PM  Reception and Clambake 

Friday, June 13, 2014 
 
7:30 AM- 8:30 AM  Breakfast 
8:30 AM - 9:30 AM  General Session
9:45 AM - 10:45 AM  Concurrent Roundtable Session #4 
11:00 AM - 12:00 PM  General Session 
12:00 PM  Conference Concludes 

 

 

Boston Private Bank & Trust Company is a wealth management and private banking company with offices in Boston, San Francisco, San Jose and Los Angeles.
 
We are central to the largest VC hubs in the US and for almost two decades, we have worked closely with private equity firms providing cash management and tailored lending solutions specifically for private partnerships, their management companies and principals.
 
We believe that teamwork and collaboration are the keys to meeting your private banking and wealth management needs. We bring together a team of experienced professionals who will take the time to listen to your aspirations, understand your situation and build a personalized relationship that provides them with the insight to achieve your unique financial goals.
 
At a high level, our services include:
  • Working lines of credit
  • Stand-by letters of credit and term financing
  • Capital call facilities
  • Co-investment facilities
  • Deposit & Cash Management
  • Residential Mortgage Programs
  • Wealth Management*
  • The Association for Private Partnerships
Boston Private Bank & Trust is also a natural choice for the partners and senior professionals of these firms given our extensive private banking credit offering and personalized banking solutions.
 
To learn more about our services for Private Partnerships, please visit our website at www.bostonprivatebank.com or call Nicholas Hofer, Senior Vice President, at 617-912-4342. 
 

*Investments are not FDIC insured and may lose value.

Event News

Thank you to the following companies who generously helped underwrite Boston Private Bank & Trust Company's 2014 Private Partnership CFO Conference and make the event such a huge success.

 

PLATINUM
   

 

SILVER