The forum provides a free exchange of ideas concerning portfolio planning and investment strategies for endowment and charitable foundations through dialogue-driven panel discussions.

Jackson Walker partner Elise Green of the Austin office participated as a panelist in the session “Investment Outsourcing vs Insourcing: What are the Limits?” The panel discussed the differences between delegating investment management authority to a specific money manager or managers, as opposed to total investment portfolio outsourcing and focused specifically on the pros and cons of delegating total portfolio investment management authority for small-staffed foundations and family endowments.

Nicole Brennig, also a partner in Jackson Walker’s Austin office, served as a panelist in the session “Investing in Private Equity/Venture Capital.” The panel considered issues such as how Private Equity funds can extract better returns through better management, the best opportunities currently in Private Equity and Venture Capital, and who the natural buyers will be for the large illiquid asset portfolios given the shift in investor makeup.

About the Team

Nicole is a partner in the Corporate & Securities group at Jackson Walker. Her practice focuses on representing institutional investors and private equity funds on a broad range of issues including fund formations, secondary transactions, and portfolio investments.

Elise is also a partner in the Corporate & Securities group at Jackson Walker. She regularly represents institutional investors in connection with investments in the private equity space including in emerging markets, buy-out, infrastructure, real estate, energy, and strategic funds.