PE: finding opportunity in adversity

PE: finding opportunity in adversity

05 Jun 2024|SuperReturn
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Michael HalfordMichael HalfordPartner, Co-Chair, Private Investment Funds at Goodwin

Michael Halford is a partner in Goodwin’s private equity investment funds group. His practice focuses on private equity funds, infrastructure funds and real estate funds for institutional and private investors. His advice to clients covers a wide range of funds, incentive schemes and co-investment arrangements and he is a frequent writer and speaker on private equity, infrastructure and real estate funds. He joined Goodwin in January 2017, along with six other partners who formed the bulk of the market-leading and former SJ Berwin private investment funds group.

Dana HaimoffDana HaimoffManaging Director, Portfolio Manager at J.P Morgan Asset Management

Dana Haimoff, Managing Director, joined the Private Equity Group in 2002. Ms. Haimoff is a senior Portfolio Manager in the London office. She is responsible for sourcing, due diligence and monitoring private equity primary venture capital, growth and buyout funds, secondary and co-investment opportunities on behalf of the PEG’s comingled and client separate account funds. Currently, she serves on numerous private equity LP advisory committees. Dana is the co-Founder of Level20, a not-for-profit organization set up to encourage women to succeed in the private equity industry. She is a member of the British Venture Capital Association’s Limited Partner Committee. Dana is a director on the board of JPMorgan Asset Management International Ltd and JPMorgan Asset Management (UK) Ltd and is responsible for the firm’s SMCR’s EMEA Alternatives.

Joana Rocha ScaffJoana Rocha ScaffManaging Director, Head of Europe Private Equity at Neuberger Berman

Joana Rocha Scaff is a Managing Director of Neuberger Berman, Head of Europe Private Equity and a member of the Private Investment Portfolios, Co-Investment and Secondary Investment Committees. She is also a member of Neuberger Berman’s ESG Advisory Committee.

Ms. Rocha Scaff has over 20 years of experience in financial markets, the majority of which in private equity investing and prior to that in investment banking. She has been with the firm since 2005. Prior to NB Private Equity, Ms. Rocha Scaff worked in the investment banking division of Lehman Brothers, and prior to that at Citigroup Global Markets and BES Investment Bank. She advised on corporate transactions including M&A, financial restructurings and public equity and debt offerings in the United States, Europe and Brazil.

Ms. Rocha Scaff received her M.B.A. from Columbia Business School and her B.A. in Business Management and Administration from the Universidade Catolica of Lisbon. Ms. Rocha Scaff is a member of the Council of the BVCA – British Private Equity Association and a member of the Limited Partner Advisory Committee of multiple European private equity funds.

Tristan TullyTristan TullyEuropean Head of Private Equity and Managing Partner at Brookfield Private Equity

Tristan Tully is a Managing Partner in Brookfield’s Private Equity Group and heads the private equity business for Brookfield in Europe. In this role, Mr. Tully is responsible for private equity strategy, including deal sourcing, execution and portfolio monitoring in the region.

Mr. Tully joined Brookfield in 2014, and since then has held a number of roles. Prior to Brookfield, he was an associate at a global private equity group and began his career as an analyst at an investment bank.

Mr. Tully holds a Bachelor of Arts degree from Wesleyan University.

James PittJames PittPartner at Lexington Partners

James Pitt is a Partner of Lexington Partners primarily engaged in the origination, evaluation and management of non-U.S. equity co-investments.

Prior to joining Lexington in 2006, Mr. Pitt was head of the London office of AXA Private Equity (now Ardian). Prior to that, he was a managing director at J.H. Whitney & Co. and a vice president in investment banking at Morgan Stanley.

Mr. Pitt graduated from City University, London with a BSc (Honors) in management science and from INSEAD, France with an MBA.

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Description

Can the most challenging fundraising conditions provide the best time to invest? With deal volume plummeting, performance declining and valuations falling, where are the best opportunities? As the gap in valuation expectations narrows, is now the time for more acquisition activity? Should PE be investing with the expectation of long-term disruption?

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