Anatomy of a Private Equity Secondaries Deal – Voya – 6.17.21

Overview:
Title: Anatomy of a Private Equity Secondaries Deal
Date: Thursday, June 17, 2021
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand. 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. Join Alexander Gerson, Principal, Jonathan Lile, Pomona Capital Investment Team, Adam Konopolsky, VP, Manager Fund Evaluation and Reporting as they discuss:

  • Sourcing the most attractive opportunities
  • The due diligence and underwriting process
  • Portfolio construction considerations
  • Recent deal studies

Speakers:
Alexander Gerson Alexander Gerson Principal Pomona Capital

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.
Jonathan Lile Jonathan Lile Pomona Capital Investment Team Pomona Capital

Jonathan joined Pomona in 2017 and focuses on investment analysis. Prior to Pomona, Jonathan was an Analyst at PEI Funds focusing on evaluating, analyzing and pricing secondary interests. Jonathan received a BA in Politics, Philosophy and Economics from The King’s College.
Adam Konopolsky Adam Konopolsky Manager Fund Evaluation and Reporting Pomona Capital

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.
Robert Alderman Robert Alderman Head of Private Equity Business Development Voya Investment Management

Bob Alderman is a registered representative of Voya Investments Distributor, LLC, the distributor of 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, 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. Bob earned his MBA from the Carroll School of Management at Boston College and has a BA from Clark University.