How do private equity managers source opportunities in the secondary market? The Pomona Capital team will walk you through the underwriting and due diligence process, what to look for, and explain how it works.
Topics of discussion:
Sourcing the most attractive opportunities
The due diligence and underwriting process
Portfolio construction considerations
Recent deal studies
Alexander Gerson, Principal, Alex joined Pomona in 2014 and focuses on investment analysis. Prior to Pomona, Alex was an analyst in the Capital Markets Group at Mitsubishi UFJ Securities (MUFG) focusing on investment-grade debt. Alex received an A.B. from Princeton University.
Adam Konopolsky, Manager Fund Evaluation and Reporting, Adam joined Pomona in 2014 and focuses on valuation, reporting, and operations. Prior to joining the team, Adam was a Fund Accountant at Ziff Brothers Investments. He began his career within the Assurance practice at PricewaterhouseCoopers where his focus was on alternative investment clients. Adam is a CPA and received a BS in Accounting from the University of Delaware and an MBA from the NYU Stern School of Business.
Moderated By: Bob Alderman is a registered representative of Voya Investments Distributor, LLC, the distributor of Pomona Investment Fund. Bob assists the Pomona team as Voya's Head of Business Development for Pomona Investment Fund. He has 30 years of experience in wealth management, alternative investments, and asset management. Prior to assuming his current role, Bob was Executive Vice President and Head of Wealth Management for GBI, a precious metals offering for advisors and clients across all channels of wealth management, and Head of Private Investments in the U.S. and Europe for the World Gold Council. Before that, Bob ran retail distribution for Credit Suisse Asset Management and was a Managing Director at Merrill Lynch, where he was the Global Head of Distribution and Marketing for the firm's Alternative Investments Group. During his 20 years at Merrill Lynch, Bob also served as the National Sales Manager for financial planning and was the National Marketing Manager for Merrill Lynch Asset Management. Bob earned his MBA from the Carroll School of Management at Boston College and has a BA from Clark University
