Private Equity Co-Investments: An Institutional Tool for Optimizing Returns and Diversification – Constitution Capital – 11.14.23

Overview:
Title: Private Equity Co-Investments: An Institutional Tool for Optimizing Returns and Diversification
Date: Tuesday, November 14, 2023
Time: 11:00 AM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

About this webcast: Constitution Capital Partners is a global private markets manager focused on private equity and private credit strategies across the middle market.

The Firm’s managing partners will provide an introduction to the private markets landscape and delve more specifically into the private equity co-investment model, demonstrating the attractive opportunities a co-investment strategy offers.

Large institutional investors have long since used private equity co-investments to increase their returns and reduce fees. More recently, registered 40 Act funds have made the strategy available to individual investors seeking these attributes while gaining significant diversification benefits in their broader portfolio.

The speakers will introduce the Constitution Capital Access Fund, an evergreen fund solution that offers individual investors with access to institutional-quality private equity investments through an investor friendly structure.

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Daniel M. Cahill Daniel M. Cahill Managing Partner Constitution Capital Partners

Mr. Cahill has overall responsibility for the strategic development, investments and the management of Constitution Capital. He is a member of the Investment Committee. Prior to founding Constitution Capital, he was Head of Standard Life Investments Private Equity USA. Previously, he was a founding member of Wilton Asset Management, a private equity fund of funds business at State Street Global Advisors. Mr. Cahill started his private equity career at GE Capital’s Corporate Finance Group where he became Vice President and was responsible for originating, structuring and negotiating leveraged buyouts, recapitalizations and growth equity transactions. Mr. Cahill earned his BS in Business Administration from Oswego University, received his MBA from Binghamton University and is a graduate of GE’s Financial Management Program.
John J. Guinee John J. Guinee Managing Partner Constitution Capital Partners

Mr. Guinee is responsible for the origination, evaluation, negotiation, monitoring and disposition of private equity investments. He is a member of the Investment Committee. Prior to founding Constitution Capital, Mr. Guinee was an Investment Director for Standard Life Investments Private Equity USA and a member of the Investment Committee. Previously, he was a Vice President of Business Development at State Street Corporation. Mr. Guinee started his private equity career at GE Capital’s Corporate Finance Group, where he was a member of the Corporate Restructuring Group. Mr. Guinee earned his BS in Finance from Babson College, received his MBA from UCLA Anderson School of Management and is a graduate of GE’s Financial Management Program.
Important Information and Risks:
Past performance is not a guarantee of future results. An investment in the Fund involves a high degree of risk and therefore should only be undertaken by qualified investors whose financial resources are sufficient to enable them to assume these risks and to bear the loss of all or part of their investment. The Fund and Constitution Capital do not guarantee any level of return or risk on investments and there can be no assurance that the Fund’s investment objective will be achieved.
o An investment in the Fund should be considered illiquid. An investment in the Fund is not suitable for investors who need access to the money they invest. Although the Fund may offer to repurchase a limited amount of its shares via quarterly tender offers, the Fund’s shares will not be redeemable, transferrable, or otherwise exchangeable at an investor’s option. As a result, an investor may not be able to sell or otherwise liquidate its shares. There can be no assurance that the Fund will conduct tender offers in any particular period and investors may be unable to tender their shares for repurchase for an indefinite period of time. Additional Fund risks include, but are not limited to: the fund has no operating history, shares are subject to substantial restrictions on transferability and may not be transferred or resold except as summarized in the Prospectus and permitted under the Fund’s agreement and declaration of trust, dependence on the Adviser and key personnel that could impact the Fund if changes occur, restrictions on transfers, non-diversification of investments, valuation risks, strategyspecific risks, and portfolio investment risks.
Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call (978) 749-9600. Read the prospectus or summary prospectus carefully before investing.