The world's asset management industry ended 2019 on a high note with nearly $90 trillion AUM.
WHERE ARE WE NOW?
Mr. Huneke is a Seasoned Investor, 6th Generation Oldest Member of the Brown-Forman Family's founder, Owner of the "JACK DANIEL's" whiskey. Brown-Forman is one of the top 10 largest spirits & wines companies in the world, with more than 4,600 employees and over 30 brands selling across 160 countries.
Cordt Huneke is also an Executive member of BLUE EQUITY, a leading private equity firm built on a legacy of leadership in business dating back four generations to 1913. Blue Equity invests in enterprises with solid developmental potential and owns diversified holdings in a wide-range of industries: Distribution, Oil & Gas, Media, Talent Representation, Sports & Entertainment, Celebrity Chefs / Culinary, Defense, Wine, Spirits Distillation & Retailing, Real Estate and Hospitality.
6th Generation Member
Owner of JACK DANIEL's.
WHERE TO INVEST NOW?
An Exclusive Gathering of Chief investment officers from high-net-worth families, private equity, venture capital and institutional investors to cross exchange on the current challenges looming over our industry and tackle the market's most attractive opportunities at the best available terms.
August 18 - 19, 2020
US Dpt. of Commerce
BERVANN CAPITAL GALA
Metropolitan Club of New York
August 19, 2019
Off the Record
- What they actually go through;
- How they navigate through the pandemic;
- The Hottest opportunities they see on the market;
- The types of valuations and terms they are chasing;
- How they see things playing out over 12-18 months.
Tuesday August 18, 2020
8pm - 10pm EST
Limited Partners and Direct Investors
ASIA and AUSTRALIA;
Wednesday August 19, 2020
1pm - 4pm EST
Limited Partners and Direct Investors
Africa, Middle East, Europe, Russia,
Latin America and North America.
Bervann leads a $500 million Investor Coalition for cross-border acquisitions in Media and Technology.
Investing in COVID-19 era, the Hard Shift.
How to mitigate risks and stay afloat?
The end of Solo Hero era, Strategic co-investments gain momentum.
In stormy seasons, having friends is a MUST.
Vetting in the new normal.
Smart & Innovative Due Diligence Practices in the current investment context.
Safety or Setup?
Is the positive short-term setting us up for a negative long-term?
Who will foot the bill?
In the back end of all these BIG stimulus and FAT Bailouts, who will end up paying?
Where to invest NOW?
Direct investments and Asset Allocation. What are active investors saying?
The UK is now officially in recession with its GDP falling to 2.2% between January and March 2020, and by 20.4% between April and June 2020.
TIME TO STRIKE ON DISTRESSED ASSETS?
The International Monetary Fund estimates the world's economy will shrink by 4.9% this year, making it the worst recession since the Great Depression of the 1930s.
The European Central Bank agreed to a €1.25 trillion bailout of European banks;
The European Union agreed to a €750 billion bailout package for European states and corporations;
JP Morgan set aside nearly $11 billion for possible loan losses, reducing its profit by half;
Citigroup's net income was 73% lower than last year's because the bank set aside $7.9 billion to cover bad loans;
Wells Fargo reported a quarterly loss, its first since the financial crisis, as it put away nearly $10 billion for a wave of defaults;
With nearly $1 trillion of loss in equities amid the pandemic, Sovereign Funds and large institutional investors are hunting for the lowest valuations equities in foreign markets while increasing allocations in home markets to help their respective governments;
Private equity and Venture Capital started 2020 with more cash on hand than ever, with a record high dry powder rising to nearly $1.5 trillion as of June 30.
The surge of direct investments by High-net-worth families defies the odds. With over $10 trillion in assets, single and multi family offices are unprecedentedly active in deals once reserved to funds and institutionals.
Overall, there is NO shortage of Capital; Investors want to be protected and take the minimum risks possible; Limited Partners push for Term Sheets with higher investor protections and allocations into opportunities that can pass remote due diligence.
About Last Year's Edition
Over $5 trillion AUM under 1 roof, Exclusive Metropolitan Club of New York City.
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