Workshop Bluemetric (NL)

Note: Fluency in Dutch is required and the dresscode for this event is business formal.

Location: Rotterdam

Please note that in order to sign up for this event, you have to log in on this website with your FSR account.

Bluemetric is an independent investment office, aiming to provide clients with the insights and knowledge they need to ensure they feel in full control of their wealth. To enable clients to be at the helm of their wealth they proactively analyze various investment opportunities using different asset classes. 

One of our focus areas is manager selection in Private Equity. The Private Equity industry has grown substantially from inception over 40 years ago. In an increasingly competitive environment, thousands of General Partners are trying to create value in private markets. Not all succeed. Investors in Private Equity need to understand not just risk/return profiles, but should also conduct due diligence on the organization, team, investment terms and of course, overall strategy of a manager when trying to decide which funds to commit to. That is where we come in.

In this case, you will be responsible for part of the Bluemetric selection process. Through our sourcing partners, a new manager came to our attention. The manager will be raising their
next fund in the coming months. In teams, you will have to perform high-level due diligence on the strategy, organization, track record and investment terms of this next fund. What are
the most important pros and cons of the fund? Could it be interesting to our clients? Should the fund be recommended for further due diligence at the next Investment Committee
meeting? If so, what should be the focus points of further due diligence? If clients decide to allocate to the fund, how much should they allocate?