WHERE TO INVEST NOW?
An intimate gathering of chief investment officers from high-net-worth families, private equity, venture capital and institutional investors to exchange on challenges looming over our industry and tackle the market's most attractive investment opportunities.
September 24, 2020
THE 2021 ASSET ALLOCATION AND DIRECT INVESTING OUTLOOK:
* The Future of Tech Investing for Sovereign Wealth Funds, Pension Funds and Endowments:
A New Era for Asset Allocation;
* Inside View of Silicon Valley:
VC Investor's Perspectives - What we learnt from studying and working with over 300 Venture Capital firms;
* Road to Unicorns & Decacorns:
Entrepreneur's Perspectives - Makers and Breakers for Unicorns or Decacorns amid COVID-19.
US Dpt. of Commerce
BERVANN CAPITAL GALA
Metropolitan Club of New York
August 19, 2019
The US Federal budget deficit is projected to hit a record $3.3 trillion as huge government expenditures to fight the coronavirus and to prop up the economy have added more than $2 trillion to the federal ledger.
Japan, the world's 3rd largest economy shrank at annual rate of 27.8% in April-June 2020, the worst contraction on record since World War II.
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.
Off the Record
- How we navigate through the pandemic;
- The hottest opportunities we see on the market;
- The types of valuations and terms we are chasing;
- How we see things playing out over 12-18 months.
Thursday September 24, 2020
1pm - 4pm EST
Limited Partners and Direct Investors from:
Africa, Asia, Australia, Middle East, Europe, Russia,
Latin America and North America.
One-on-One Meetings, Capital introduction
One-on-One Meetings, Strategic Partnerships
Bervann announces a $500 million Investor Coalition for cross-border acquisitions in Healthcare, Media and Technology.
Media Update, August 2020
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?
Last August 19 edition of Bervann Global Investors Forum was Keynoted by Cordt Huneke, member of the Brown-Forman Family, Owner of the JACK DANIEL'S whiskey.
About Last Year's Edition
Over $5 trillion AUM under 1 roof, Exclusive Metropolitan Club of New York City.
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