NYPEN - Proactive Portfolio Management: Manage Now to Realize Returns Later

Invitation Link: https://guest.cvent.com/EVENTS/Register/IdentityConfirmation.aspx?e=1a59f63c-a0b9-4987-8831-c1b10092c9ad

The New York Private Equity Network ("NYPEN") and Gerson Lehrman Group invite you to register below for a seminar on proactive portfolio company management, to be held on March 15th. The seminar will address practical ideas for improving the monitoring and management of an investment to help maximize returns.

Class Details
Date: Thursday, March 15, 2007
Time: 7:00pm followed by cocktails
Location: The Cornell Club, 6 East 44th Street (between 5th & Madison)

Systematic and methodical portfolio management is an increasingly important component in realizing target private equity returns in today’s highly competitive environment. Dan Lieber, a former Operating Principal of a $1.85b fund and COO of a private equity backed company (see bio below), will discuss one proven process for portfolio management and will introduce several tools that can be employed by investing professionals, including:
*Investment Exit Planning
*Opportunity and Risk Assessment
*Action Plan Development
*Performance Measurement

Speaker Bio: Daniel Lieber was formerly Operating Principal of Capital Z, a New York-based private equity fund focused on financial services, where Mr. Lieber was responsible for overall portfolio management. Certain notable investments included LendingTree (Board) and Aames Investment Corp (Board). Most recently, Mr. Lieber served as the Chief Operating Officer at Unison Site Management, a private equity backed firm in the wireless sector focused on cell site lease acquisition. Prior to Capital Z, he was involved in business development at AT&T Capital and GE Capital, with a focus on project management, mergers & acquisitions and strategy development. Mr. Lieber has also served as a consultant for Bankers Trust (internal), Bain & Company, and Price Waterhouse, and earned his BSE and MBA from the Wharton School of Business