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Diligencing PE Funds for Employment or Investment

Join the Polsky Center’s IIRs for private equity, Tim Kelly and Kim Vender Moffat, for an interactive workshop to discuss special topics in PE.

Kim and Tim, two private equity industry veterans, will share valuable insights on how to assess the real merits of a PE firm or particular fund – whether you’re considering the opportunity in response to a job offer or for investment purposes.  When it comes down to it, deciding whether to join a PE firm as a career move or whether it presents an attractive investment opportunity entails similar questions and issues to explore.  For example, should a firm with no employee turnover – the industry sine qua non for fund raising – interest or scare you?  You have an offer from a firm raising its first fund – is it something to run to or from?  We’ll discuss these and other things to probe when looking at committing your money or your time to a PE firm and share some war stories in the process!

Tim Kelly is the founder of TKelly Consulting and a former partner at Adams Street Partners. At Adams Street, he was a member of the leveraged buyouts, growth capital, and special situations teams within the primary investments team. Previously, he served as a managing director in the equity investment team at GE Commercial Finance. While at the company, Kelly was responsible for managing a team of 15 private equity professionals and a portfolio that consisted of approximately $1.8B in private direct and fund equity investments and an actively managed portfolio of publicly-traded equity securities received from portfolio distributions.

Kim Vender Moffat has spent the majority of the past two decades as a private equity investor, board member and advisor to early-stage, small and middle market- growth companies. Most recently, she was 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 led the Firm’s Investor Relations, Business Development and Firm Strategy functions. Kim also worked at McKinsey & Co. as a management consultant after graduate school prior to returning to Sterling.

*Lunch will not be provided, please feel free to bring your own lunch.

About the Polsky Center EIRs/IIRs //
The Entrepreneur-in-Residence and Investors-in-Residence programs provide mentorship and coaching to University of Chicago Booth students. Successful Chicago-based entrepreneurs are available to meet throughout the academic year, and have provided key insight and mentorship to dozens of companies. Regularly scheduled small group sessions and workshops with the EIRs and IIRs are hosted throughout the year.

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