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IIR Workshop: How to Build a Strong Investment Thesis

Join Polsky Center’s Private Equity Investor-in-Residence (IIR), Kim Vender Moffat, for a workshop focused on building a strong investment thesis. Topics will include the foundations of an investment thesis, sources to build and refine a thesis, and actionable outputs. This workshop will also discuss how a team may approach developing a proposal and thesis as it relates to the Sterling Partners Investment Thesis Challenge (SPITC).

Kim Vender Moffat has spent the majority of the past two decades in private equity as an investor, board member and advisor to early-stage, small and middle market- growth companies. She recently founded Rosa Partners through which she advises and partners with founders and management of private companies, investment firms and family offices. She is a board and investment committee member at Impact Engine and a co-founder of the First Women’s Bank of Chicago. She was formerly a partner at Sterling Partners, a small-middle market firm based in Chicago, where she focused on healthcare and education services companies. During part of her time at Sterling, she also built and led the firm’s investor relations, business development and firm strategy functions. Kim worked at McKinsey & Co. as a management consultant after graduate school prior to returning to Sterling.

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