Positioning Private Equity: An Advisors Perspective – Voya – 9.16.21

Overview:
Title: Positioning Private Equity: An Advisor’s Perspective
Date: Thursday, September 16, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand. Presenting private equity may be a new opportunity for many advisors. This interactive session will focus on how best to position private equity to both a first time buyer and an experienced investor in the private markets. Frequently asked questions will be answered in a role play format, including:

  • Why should a client care about private equity?
  • What is the value proposition of the secondary market?
  • Why is manager selection in private equity so important?

Speakers:
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.
Floyd Levy, CPWA Floyd Levy, CPWA Senior Vice President, Senior Regional Director Voya Investment Management

Floyd Levy is a senior vice president and East team lead for the private wealth & advisory team at Voya Investment Management. He is responsible for providing and supervising wholesale coverage across the Eastern U.S. Prior to joining Voya, Floyd was a regional sales manager at Morgan Stanley. He earned a BA from the State University of New York College at Geneseo and holds the Certified Private Wealth Advisor® certification.