iGlobal Forum

11/12/2024

Exciting News for Aspiring Independent Sponsors!

We’re thrilled to launch the Emerging Independent Sponsor Masterclass — a comprehensive, expert-led online course crafted to empower you with the confidence and skills to navigate every stage of the deal landscape.

📅 Launch Date: November 20th
🎟 Pre-Order Price: Just $299 (Save $300!)

The Masterclass offers:
✅ Industry Expertise: Learn from seasoned professionals, including Ignacio Macias (CEO, Cecop), Vinay Bachireddy (Partner, Weave Growth), Liddy Karter (Managing Partner, Mizzen Capital), and Steve Altman (Partner, Cornerstone Capital Partners).
✅ Essential Skills for Success: Dive deep into sourcing deals, structuring terms, building financial models, and unlocking post-acquisition value.
✅ Flexible Learning: Complete this 9-hour course on your own schedule—wherever you are.

If you're ready to level up your expertise and conquer your first acquisition, pre-order your Masterclass access today at our best pre-launch rate: https://hubs.li/Q02XRThQ0

Click here for more details: https://hubs.li/Q02XRTf40

11/08/2024

📢 Navigating Real Estate’s Future: Key Insights from CalSTRS' Senior Portfolio Manager, Sally Stocks 📢

In a recent keynote interview, Sally Stocks, Senior Portfolio Manager at CalSTRS, shared a deep dive into how one of the largest public pension funds is adapting its real estate investment strategy to today’s evolving challenges and opportunities.

From striving for carbon neutrality by 2050 and focusing on sustainable assets to adjusting their portfolio in a volatile market and tackling social impact housing for teachers, CalSTRS is embracing both innovation and responsibility. 🌍🏢

💡 Key Takeaways:

Managing the bid-ask gap and market pressures
Diversifying into growth sectors like life sciences and senior housing
Prioritizing diversity in decision-making for competitive advantage
Expanding partnerships with global leaders for a resilient portfolio
Sally’s insights reveal CalSTRS' proactive balance of long-term goals with near-term realities—a roadmap for navigating today’s dynamic investment landscape.

🎥 Watch the full video to learn how CalSTRS is leading the way: https://hubs.li/Q02WWSY-0

Senior Portfolio Manager Sally Stocks from CalSTRS shares key insights on navigating real estate investment in today’s shifting market. Explore CalSTRS’ approach to sustainability, diversification, social impact housing, and the power of diversity in decision-making. Discover their strategies fo...

11/07/2024

Get a rare inside look at Fortress Investment Group, a global investment powerhouse managing over $55 billion in assets. In this episode, Steven Stuart, Managing Director of Fortress, shares how they leverage AI and data analytics to uncover high-value markets and manage a portfolio spanning 30+ countries.

🎧 Highlights:

How Fortress uses AI and data to drive real estate decisions
Managing risk in volatile markets
Fortress’s commitment to ESG and its impact on the future of real estate
If you're looking for insights from one of the top firms in the investment world, this podcast is a must-listen. Moderated by Philip Rosen from Weil, Gotshal & Manges LLP.

👉 Listen now and gain a new perspective on real estate investing: https://hubs.li/Q02Wg8fl0

Hear Steven Stuart of Fortress Investment Group discuss AI-driven market insights, risk management, and ESG's role in real estate investments in this podcast. Gain valuable takeaways from a global investment leader.

11/06/2024

Catch the latest episode as we revisit an insightful discussion on California’s real estate market with leading industry experts. This session covers everything from maximizing multifamily investments to the latest innovations in hospitality, retail, and mixed-use development.

🎧 Topics include:

Optimizing returns in multifamily investments and managing distress
Office market health and efforts to rejuvenate lending
Innovations in hospitality and retail, and opportunities in mixed-use development
The role of affordable housing and community investment in multifamily real estate
Featuring speakers from Starwood Capital, KKR, Goldman Sachs, and Nuveen Green Capital.

👉 Don’t miss this deep dive into California’s ever-evolving real estate market. Listen here: https://hubs.li/Q02Wg8Tp0

Listen to industry leaders discuss strategies for optimizing multifamily investments, office market trends, and innovations in hospitality, retail, and mixed-use development in California’s real estate landscape.

11/06/2024

Key Topics at the Secondaries Investment Summit

📊 Data-Based Insights
Get the latest data on leading trends and the hottest secondaries transactions of 2024. Understand the deals shaping the market this year.

💡 Mastering Secondaries Fundraising
Learn how secondaries fundraising has evolved and how to position yourself for success in this competitive landscape.

🔑 LPs & Secondaries
Discover how Limited Partners can leverage secondaries to unlock liquidity, enhance diversification, mitigate risk, and benefit from attractive pricing opportunities.

🚀 Innovations in GP-Led Deals
Explore how innovations in GP-led transactions are driving higher returns and reshaping the market.

🔍 Direct Secondaries
Evaluate the growing opportunities in direct secondaries and how to best approach this exciting sector.

🌐 Cross-Asset Learnings
Gain valuable insights on how different verticals structure their investments and apply these learnings to your own strategies.

Join the conversation: https://hubs.li/Q02TzYTc0

11/04/2024

AI, sustainability, proptech—these aren’t just buzzwords. They’re reshaping real estate as we know it. In our latest podcast, top industry leaders discuss how these innovations are driving change and pushing the real estate industry towards net-zero emissions by 2030.

🎧 What you’ll learn:

Using AI and proptech to decarbonize real estate
Investor priorities and regional trends in sustainability
Opportunities in distressed markets amidst growing foreclosures
How to align your strategies with future economic trends
Tune in to hear from experts at ELK Development, Harrison Street, CIM Group, and Petros PACE Finance.

👉 Ready to explore the future of real estate? Listen here: https://hubs.li/Q02Wg8nP0

Discover how AI, sustainability, and proptech innovations are transforming real estate investments, decision-making, and tenant experiences, and advancing the industry toward net-zero emissions by 2030.

10/31/2024

🎃 Spooky Good Deal: 24 Hours Only! 👻

This Halloween, we're conjuring up something extra special for the Secondaries Investment Summit on November 20th in New York!

This is your chance to unlock powerful insights into secondaries investing with a stellar line-up of industry leaders from CPPIB America, New Jersey Division of Investment, British Columbia Investment Management Corp., Manulife, Ares Management, UBS Asset Management, and more.

For the next 24 hours, we’re offering a 2-for-1 pass! Bring a colleague, partner, or a lucky client and double the value while you scare up some deals.

Secure your 2-for-1 pass now 👉 https://hubs.li/Q02WgXB10

Let’s make this summit a scream! 🎃

-led

10/30/2024

In today’s competitive real estate market, how can smaller funds secure capital and thrive against mega-funds that dominate the landscape? In our latest podcast, industry experts reveal actionable strategies for success.

🎧 Key takeaways:

Competing with mega-funds and attracting capital
Economic trends shaping fundraising strategies for 2025
Finding opportunities in distressed markets
Reigniting lending and mobilizing dormant equity
Don’t miss out on expert insights from leaders at Gibson Dunn, Oaktree Capital Management, Invesco Real Estate, Core Family Office, Morgan Stanley, and Avatar Financial Group.

👉 Listen now to position your fund for long-term success: https://hubs.li/Q02Wgd1p0

Learn strategies to secure capital, thrive as a smaller fund, align fundraising with economic trends, capitalize on distressed markets, and reignite lending activity in today’s competitive landscape.

10/30/2024

Impactful Sessions, Powerful Networking at the Secondaries Investment Summit

💡 Dynamic Programming
Stay ahead in the fast-paced world of secondaries investing with hands-on training and practical insights. Our interactive, single-track agenda will keep you engaged and ready to tackle industry challenges.

🤝 Develop Meaningful Connections
Connect with LPs, GPs, advisors, and direct secondaries investors. This is your chance to network with top professionals and explore new opportunities to stay competitive in the market.

🎙️ Hear from LPs and Secondary Funds
Gain insights directly from LPs, fund managers, and leading secondaries investors. Discover the latest strategies from Europe's top investors and take your decision-making to the next level.

🔍 Cutting-edge Topics
With a pure focus on secondaries, dive deep into fund structures, deal sourcing, and the latest regulatory considerations shaping the industry.

Don’t miss out—register today: https://hubs.li/Q02TzVZh0

10/29/2024

Expanding Horizons: How Ryan Brown Amplified Turnbull Equity’s Reach

Ryan Brown, Managing Partner at Turnbull Equity Partners, has built his career around middle-market investments. With over two decades of experience, Ryan has a deep understanding of what it takes to scale in a competitive private equity landscape. He recognized early on that growing Turnbull Equity from a boutique firm to a major player meant forming strategic partnerships with institutions that shared his vision for long-term success.

His approach? Build trust, focus on synergy, and align with partners who believe in the firm's potential for sustained growth.

Discover Ryan's full story and learn how strategic partnerships can unlock new growth opportunities for your firm! Read the exclusive Q&A here: https://hubs.li/Q02W5sTl0

Ryan Brown, Principal & Co-Founder of Turnbull Equity, shares his experience at the iGlobal Forum event, discussing how it expanded his network with institutional investors and provided valuable insights for the self-storage real estate sector.

10/23/2024

Why You Should Attend the Secondaries Investment Summit?

🔗 Network with Industry Leaders
Build connections with influential professionals from pension plans, endowments, private equity firms, and specialist investment firms. Forge relationships that will open doors to collaborative opportunities and help grow your network.

📊 Gain Strategic Insights
Learn the latest on due diligence, GP-led deals, and alignment of interests. Stay ahead of evolving industry trends and market complexities with actionable strategies from top-tier experts.

🤝 Overcome Market Challenges
In today’s dynamic landscape, meeting face-to-face with key players is essential. Discover how to address challenges and explore solutions with those shaping the future of the secondary market.

📈 Identify Investment Opportunities
Stay informed on regulatory and technological advancements. Gain a competitive edge by uncovering new investment opportunities and accessing cutting-edge strategies that will position you for success.

📅 November 20, 2024 | 📍 New York City
Secure your place: https://hubs.li/Q02TzX-c0

10/16/2024

Uncover the Hidden Gems in Secondaries Investing
Are you ready to dive into the lucrative world of secondaries investing? 🌟 Join us on November 20th at the Secondaries Investment Summit in New York City, where industry leaders will unlock insights on optimizing your portfolio through secondaries.

From liquidity solutions to navigating today’s market complexities, this is the event to boost your expertise. Don’t miss out!

📅 November 20, 2024
📍 New York City

Secure your spot now: https://hubs.li/Q02TzWdK0

10/11/2024

Building a robust deal pipeline and network is essential for securing the best opportunities in today’s competitive market.

Tune in to this engaging panel discussion featuring experts Eric Taylor (Trident), Vinay Bachireddy (Weave Growth), Ignacio Macias (CECOP USA), Darien K. Smith (D.K. Smith & Co.), Brandon Pettagrue (Stonehenge Capital), and David Eshaghian (Panther Equity Group) as they evaluate and compare top deal sourcing strategies. Explore methods such as direct sourcing, brokers, conferences, and referrals.

Learn how sourcing for new platforms differs from add-on acquisitions, and gain insights into how capital providers assess independent sponsors' sourcing methodologies. Discover unique angles for presenting deals to capital providers and find out when and how to involve them in the process for maximum success.

Watch now to enhance your deal sourcing strategies and build a strong network: https://hubs.li/Q02RZ2Cr0

Watch an engaging panel discussion on building a robust pipeline and network to secure the best deals in today’s competitive market. Our experts Eric Taylor (Trident), Vinay Bachireddy (Weave Growth), Ignacio Macias (CECOP USA), Darien K. Smith (D.K. Smith & Co.), Brandon Pettagrue (Stonehenge Cap...

10/10/2024

🔍 Curious about the future of secondary investments? The latest WSJ Pro Private Equity white paper covers the resurgence of megadeals, growing interest in VC secondaries, and how insurers’ liquidity needs may unlock new opportunities for buyers. Whether you're an investor or dealmaker, these insights are crucial for navigating the evolving secondary market.
📖 Get the full report here: https://hubs.ly/Q02Sjmmr0

10/10/2024

Securing equity financing while maintaining control of your deals is essential for success in today’s market.

In this insightful panel discussion, Mike Miller (Holland & Knight), Brinda Yohannan (First Haven), Steve Altman (Cornerstone Capital Partners), Rick Perkal (Firelight Capital), Clifford Meijer (Headway Capital Partners), and Michael Lonergan (Georgia Oak Partners) share effective strategies for attracting equity funding with optimal economics.

Learn how to evaluate and compare different equity sources, build a reliable network of investors, and streamline your capital-raising process. The panel also delves into the pros and cons of single investors versus pools of investors, equipping you with the knowledge to make informed decisions for your next deal.

Watch now to gain valuable insights that can help you secure the financing you need without sacrificing control: https://hubs.li/Q02RY-lZ0

Learn how to secure the equity financing you need without losing control of your deals in this insightful panel discussion. Mike Miller (Holland & Knight), Brinda Yohannan (First Haven), Steve Altman (Cornerstone Capital Partners), Rick Perkal (Firelight Capital), Clifford Meijer (Headway Capital Pa...

10/09/2024

🚀 The Journey to Smarter Capital Raising with Gene Massey 🚀

Meet Massey, CEO of and a seasoned expert in capital raising. Gene has spent years refining his approach to connecting with investors, but it was the combination of technology and networking that truly elevated his strategy.

In his journey, Gene highlights how tapping into new tools and attending events helped him make smarter connections and secure capital more efficiently.

If you’re looking to sharpen your capital-raising skills, don’t miss out on Gene's insights! Read his story below 👇

Gene Massey, CEO of MediaShares.com, shares how a day of private equity networking provided fresh insights and valuable connections that streamlined his approach to raising capital. Learn about his takeaways and how it impacts his work.

10/09/2024

Unlocking value through creative deal structuring is more crucial than ever amidst economic uncertainty.

In this interactive panel, Tom Kesoglou (Ice Miller), Sam Snyder (Greyrock Capital Group), Bryan Rand (Rand & Co), Rob Kissling (Source Capital), Jay Sprague (Tamarix Equity Partners), and Jonathan Barnes (Star Mountain Capital) dive deep into innovative strategies that align incentives among independent sponsors, capital providers, employees, and management.

Explore how to balance short-term and long-term incentives, identify and resolve conflicts of interest, and weigh the pros and cons of traditional fund structures versus deal-by-deal approaches.

Watch now to gain actionable insights that will help you navigate today’s challenging environment and successfully push your deals over the line: https://hubs.li/Q02RZ3tn0

In this interactive panel, Tom Kesoglou (Ice Miller), Sam Snyder (Greyrock Capital Group), Bryan Rand (Rand & Co), Rob Kissling (Source Capital), Jay Sprague (Tamarix Equity Partners), Jonathan Barnes (Star Mountain Capital) dive deep into how creative deal structuring can unlock value even in times...

10/08/2024

Never underestimate the power of tax due diligence when it comes to structuring successful deals.

In this informative panel discussion, Nichol Chiarella (Citrin Cooperman), Nick Barker (Longhouse Partners), James Illikman (Peninsula Capital Partners), Grant Kornman (Align Collaborate), Jason Duzan (Colfax Creek), and Andrew Ferworn (Virtus) delve into the essential role tax due diligence plays in maximizing deal efficiency.

Discover how to leverage tax structuring as a competitive advantage, assist sellers in rolling over equity in a tax-efficient way, protect your transactions from contingent liabilities, and optimize the tax benefits of various deal structures. Plus, learn the importance of ensuring correct sales tax payments when operating across multiple states.

Watch now to unlock strategies that can help you win more deals: https://hubs.li/Q02RZ3rx0

In this informative panel discussion, Nichol Chiarella (Citrin Cooperman), Nick Barker (Longhouse Partners), James Illikman (Peninsula Capital Partners), Grant Kornman (Align Collaborate), Jason Duzan (Colfax Creek), Andrew Ferworn (Virtus) explore the critical role of tax due diligence in structuri...