Event Profile

CAIA Southwest presents Secondaries - Navigating an Evolving Asset Class Webcast

Date(s):
March 26, 2024
Note:
All times listed are in local time
Venue:
Webinar
 
Fee(s):
Free Event
Description:

Once regarded simply as a liquidity avenue for exiting private market investments, the secondary markets have evolved into a thriving ecosystem brimming with diverse and lucrative opportunities. With annual transaction volumes surpassing $100 billion and encompassing both limited partner and general partner-led transactions, secondary investments have firmly established themselves as a cornerstone of modern investment portfolios.

Join us for an enlightening webinar as we delve into the pivotal role that secondaries play in private market portfolios. Gain valuable insights into the trajectory of this asset class, explore the burgeoning growth and complexity of opportunities within the marketplace, and uncover what lies ahead in the coming year.

Our expert panelists will guide you through a comprehensive discussion including:

• The evolving landscape of secondary asset investments
• Forecasting the future of the asset class
• Strategies for capitalizing on emerging opportunities
• Key insights to empower investors in navigating this dynamic sector

Whether you're a seasoned investor or new to the world of secondary asset class, this webinar is your gateway to staying ahead of the curve and optimizing your investment strategies.


Find it on Map

Webinar
Mitch Clemente
Job Title: Principal
Organization: Pathway Capital Management


Mr. Clemente joined Pathway in 2018 and is a principal in the California office. His responsibilities include investment analysis and conducting due diligence on primaries, secondaries, and direct equities; investment monitoring; performance analysis; client reporting; and client servicing. Mr. Clemente is also a member of Pathway’s secondaries team. Prior to joining Pathway, Mr. Clemente was a vice president in Greenhill & Co.’s capital advisory group, where he focused on secondary transaction sourcing and execution. Prior to joining Greenhill, Mr. Clemente was a financial analyst with Houlihan Lokey, Inc. He received a BS in finance and international business from New York University’s Leonard N. Stern School of Business.


Aaron Jamieson
Organization: Pacific Current Group


Aaron Jamieson is a Managing Director at Pacific Current Group, a private equity firm that invests in private markets asset management businesses. In his role Aaron leads new business development, marketing, and client service efforts in North America and works closely with portfolio companies as they work to grow their business. Before joining Pacific Current Group in 2017, Aaron was a Principal at Meketa Investment Group where he was responsible for the launch of their OCIO business. Prior to that, Aaron was at Macquarie Group where he was Head of North American business development, marketing, and client service for Macquarie Investment Management Private Markets. Aaron is a CAIA charter holder and graduated from the University of New South Wales in Sydney, Australia with a Bachelors of Mechanical Engineering and a Masters of Commerce Majoring in Finance.


Anna Morrison
Job Title: Managing Director, Private Equity
Organization: bfinance


Anna leads the Private Equity research team, joining bfinance in October 2020. Anna is an experienced institutional investor within the private equity asset class and has an extensive fund and secondaries investing track record covering the US, Europe and Asia. Anna joined from IFM Investors, where she spent nearly 20 years managing globally focused fund of funds programmes with over USD 1.5bn in commitments. Anna received a Bachelor of Economics from the University of Tasmania and a Masters of Applied Finance from the University of Sydney.