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SuperReturn North America

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Lee Shepard, Partner in Morrison Foerster's Private Funds practice, will moderate the panel Implementing a successful co-investment strategy: best practices and key success factors at the SuperReturn North America 2022 conference in New York. SuperReturn North America is a two day conference where participants can network with 600+ senior LPs, GPs, and other decision makers to get the latest perspectives on market dislocation, growth capital, buyout competition, tech innovation, secondaries, ESG, and more.

Lee Shepard, Partner in Morrison Foerster's Private Funds practice, will moderate the panel Implementing a successful co-investment strategy: best practices and key success factors at the SuperReturn North America 2022 conference in New York. SuperReturn North America is a two day conference where participants can network with 600+ senior LPs, GPs, and other decision makers to get the latest perspectives on market dislocation, growth capital, buyout competition, tech innovation, secondaries, ESG, and more.An overview of Lee's panel is available below:What economic structures need to be in place to facilitate a successful co-investment? How do you find the right partner? How do you select the best investment opportunities? As GPs raise bigger and bigger funds, what does that mean for the availability of co-investments? How can LPs add value as a co-investor? <hr>

Implementing a successful co-investment strategy: best practices and key success factors

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Lee Shepard is a partner in the Palo Alto office of Morrison Foerster, where he focuses on fund formation and transactions, as well as corporate and securities law matters, including mergers and acquisitions, private financings, public offerings and general corporate matters.Mr. Shepard represents venture capital and private equity sponsors and institutional investors in connection with the formation of, investments in, and investments by private funds and alternative investment vehicles, including funds focused on life sciences, pharmaceutical development, and alternative energy power generation. He advises institutional investors on co-investments in private equity-sponsored acquisitions and leveraged recapitalization transactions. Mr. Shepard also advises clients general corporate and securities law matters, including mergers and acquisitions, private financings, public offerings and general corporate matters.Mr. Shepard received his B.S. in Applied Mathematics and Managerial Economics in 1985 and in 1988 received his M.B.A. from Carnegie Mellon University. In 2006, he received his J.D., cum laude, Order of the Coif, from U.C. Hastings College of the Law, where he was a senior production editor of the Hastings Law Journal, articles editor and senior articles review chair of the Hastings Business Law Journal, and a member of the Thurston Society. He served as a judicial extern for the Honorable Dennis Montali, U.S. Bankruptcy Court, Northern District of California. Prior to receiving his J.D., Mr. Shepard was a senior officer of a major investment bank.

Lee Shepard

Partner

Nick advises U.S., Asian, and other global sponsors in the structuring, formation, and offering of private funds, including private equity, growth, venture capital, real estate, fund-of-funds, social impact, and other strategies, as well as in co-investments and secondaries transactions. He also represents institutional investors in connection with their investments in private funds. He has over 14 years of experience in both the U.S. and Asia.Nick is fluent in Mandarin.

Nicholas Sheets

Of Counsel

Private Funds

SuperReturn North America

14 Sep 2022 4:30 PM - 5:15 PM EDT