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Institutional Investors & How They Are Allocating to Private Equity

ACE Portal CEO, Peter Williams, interviews Joseph A Smith, a Partner at Schulte Roth & Zabel LLP, about how institutional investors are approaching private equity.


Key topics of discussion include:

  • Whether Institutional Investors are “Upticking” their Allocation to Private & Alternative Investments
  • How the current environment compares to pre-crisis allocations
  • Whether Institutions are allocating to larger private equity funds and if there is a “flight to quality” phenomenon
  • The PE Barbell & how niche players and strategies fit in to allocations
  • How smaller institutions and UHNW individuals are marketed to (and if they are)
  • Whether GPs or LPS have the leverage today – See also Pensions & Investment’s article on GP Leverage



About Joe Smith: Joseph A. Smith is a partner in the New York office, where he represents private equity fund sponsors and institutional investors in connection with fund formation, the acquisition of portfolio investments and the implementation of exit strategies. In this capacity, Joe advises clients on securities, governance, ERISA, Investment Advisers Act and structural issues. He has extensive experience with all alternative asset classes, including venture capital and later-stage growth equity investments, leveraged buyouts, mezzanine investments, real estate ventures and opportunity funds, secondary investments, funds-of-funds and hedge funds. Joe has also represented many fund managers in connection with spin-offs and consolidations.



About Schulte: Schulte Roth & Zabel LLP is a multidisciplinary firm with offices in New York, Washington, D.C. and London. As one of the leading law firms serving the financial services sector, SRZ regularly advises clients on investment management, corporate and transactional matters, as well as providing counsel on securities regulatory compliance, enforcement and investigative issues.

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