Locked-Up Capital: Investment Necessity or Business Demand

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   Thursday May 21st  |  Locked-Up Capital: Investment Necessity or Business Demand

Amid the market upheaval of the global financial crisis, liquidity was the rallying cry of the day and many investors turned away from longer-dated investments, demanding the most frequent liquidity terms they could access. Those events – and the resulting fear – have been fresh in the collective market memory, and many investors shunned illiquidity risk until recently. Today, there are as many managers seeking locked-up capital for their product or strategy as there are seeking it to bring stability to their capital base and reduce business risk. When does it make sense for an institutional investor to lock-up an investment? Does it have to match the underlying strategy or is a fee-break / founder's class good enough?

Indian Harbor Yacht Club in Greenwich, CT
710 Steamboat Road
Greenwich, CT 06830
(203) 869-2484

 

Full member event fee $25 per person

5:00 - 6:00 - Registration, Cocktails and Networking
6:00 - 7:00 - Main program
7:00 - 8:00 - Cocktails and Networking

Associate member event fee $75 per person

 

Timothy C. Ng, Chief Investment Officer - Clearbrook Global Advisors

Tim joined the firm in 2010 and is the Chief Investment Officer at Clearbrook . Tim is also the head of theClearbrook Investment Committee. Within this role, Tim is involved in global macro and managerresearch, portfolio analysis and risk management.

Prior to Clearbrook, Tim was President and ChiefInvestment Officer of Structured Investments Group, LLC. Tim began his career in 1982 and has servedas an alternative investment and hedge fund advisor in numerous capacities.

Previously, Tim was aManaging Partner with Access International Advisors and has held the title of Senior Vice President invarying roles at Prudential Securities, Smith Barney, and Oppenheimer & Company. During his career, Tim was one of the first advisors to place investor capital into hedge funds, portable alpha portfolios, structured/hedge fund linked notes, and insurance dedicated hedge fund products.

Tim has had oversightof more than $5 billion of investor capital on behalf of corporations, pension funds, endowments andfoundations, banks, investment advisory firms, and family offices. Tim is a Board member of ClearbrookGlobal Advisors. He has been a holder of securities licenses Series 3, 7, 24, 63 and 65. Tim received aBA in Economics from Stony Brook University and an MBA with honors from Long Island University.

 

Jeffrey Weber, President & Chief Operating Officer - York Capital Management

Jeff joined York Capital Management in October 2004 and is the President, COO and a Partner of the Firm. Jeff is the Chairman of the Firm’s Operating Committee and is a member of the Firm’s Executive, Brokerage, IT, Valuation and Risk Management Committees. Prior to joining York, Jeff spent 12 years with William A. M. Burden & Co., L.P., having served as its President & Chief Executive Officer, where he was responsible for the investment of certain assets of the Burden family.

Previously, Jeff worked at Chemical Venture Partners, the venture capital and leverage buyout arm of Chemical Banking Corporation, and from 1986 to 1988 in the corporate finance department of Drexel Burnham Lambert Incorporated. He is also Chairman of the Board of Directors of The Carter Burden Center for the Aging, a member of the Board of Directors of the Managed Funds Association and serves on the Department of Medicine Advisory Board at the Mount Sinai Medical Center.

Jeff received his B.A. in History of Ideas from Williams College and his M.B.A. from Harvard Business School.

 

David Burke, Managing Director - MKP Capital Management

Mr. Burke is a Managing Director primarily focused on marketing and strengthening existing client relationships. Prior to joining the firm in 2011, Mr. Burke served as the Head of Strategic Initiatives at Arrowhawk Capital Partners from 2009 to 2011, leading all marketing and client development initiatives.

Prior to Arrowhawk, Mr. Burke worked as the Head of Client Product Services for DEPFA Bank leading client and proprietary municipal derivatives, tender option bond, municipal reinvestments and public pension coverage businesses. In 2004, Mr. Burke was a volunteer and member of the National Finance Committee for Bush-Cheney ‘04. In 2003, Mr. Burke founded Silverhurst Group LLC; acting as full-time outsourced corporate finance and COO for a single-family office.

Prior to Silverhurst, Mr. Burke was a Vice President in Debt Capital Markets at Merrill Lynch originating cash and derivatives transactions across the capital structure for clients in EMEA and the US, focusing on emerging markets and financial institutions.


Mr. Burke serves on the Board of Directors for the Connecticut Hedge Fund Association. He received a B.S. in Management from Binghamton University (1992).

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