Blackstone Strategic Partners
Fund IX Due Diligence Day
Replay from June 9, 2021
Full Replay
Watch a replay of Due Diligence Day in its entirety.
Due Diligence Sessions
Introduction & Timeline
Principal William Rosener kicks off the SP IX Due Diligence Day.
Opening Remarks with Jon Gray
Blackstone President and COO Jon Gray discusses the accomplishments of the Strategic Partners business.
Executive Summary
Verdun Perry, Global Head of Strategic Partners, discusses the business’s unique value proposition, evolution and portfolio construction.
State of the Secondary Market Panel
Senior Managing Director David Corey moderates a discussion with Head of European Secondaries Nik Morandi, Managing Director David Symons and Principal Brendan King.
The SP Approach
Senior Managing Director Josh Blaine discusses the Strategic Partners investment approach.
Private Equity Overview
Managing Director David Fox gives an update on SP’s two most recent flagship secondary programs.
How We Run Our Process
Managing Director Jameson Mones, Vice President Erica Seidel and Associate Emily Yan outline the Strategic Partners deal process and underwriting.
Database & Portfolio Intelligence
Vice President Ryan Harpster discusses SP’s robust database, which informs the group’s underwriting and deal process.
Leverage Overview
Principal Eddie Rabinowitz gives an update on SP’s use of fund-level financing and the applications for SP IX.
Closing Remarks and Q&A
Global Head of Strategic Partners Verdun Perry gives his closing remarks on SP IX and answers audience questions prompted by Vice President Kassy Shiotani.
The Strategic Partners IX Due Diligence Day (the “Replay”) was recorded on June 9, 2021. The opinions expressed therein reflect Strategic Partners’ views as of that date and are subject to change. The Replay may contain dated information and it should not be relied upon as providing accurate or current information. Blackstone expressly disclaims any intention or obligation to update or revise any of the information contained in the Replay, whether as a result of new information, future events or otherwise. All performance information is as of December 31, 2020, unless otherwise indicated. Performance information for March 31, 2021 is available and not reflected in the Replay. Such performance information and developments in the portfolio may differ materially from the information presented in the Replay. A decision to invest should only be made after consulting this more recent information. Please refer to such more recent information available on BXAccess or contact Strategic Partners Institutional Client Solutions to receive the most recent performance information Neither this recording nor any of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy, any security or instrument, or a solicitation of interest in any Blackstone fund, account or strategy. If any such offer is made, it will only be by means of an offering memorandum or prospectus, which would contain material information including certain risks of investing. Investments presented herein are not representative of all investments of a given type or of investments generally.
Past performance is not necessarily indicative of future results and there can be no assurance that the fund will achieve comparable results or avoid substantial losses. Blackstone may not be successful in our strategy or find investments that fit the criteria described in the Replay. Statements contained in this recording that are not facts, including statements regarding trends, market conditions and the expertise or experience of Blackstone, are based on expectations, estimates, projections, opinions, and/or beliefs of Blackstone as of the date of the Replay. Such statements, including forward-looking statements, are not facts and involve known and unknown risks, uncertainties, and other factors. Actual events or results or the actual performance of any investments may differ materially from those reflected or contemplated in any forward-looking statements made in the Replay. Please see the endnotes and important disclosures at the end of the SP IX DD Day Combined Presentation for additional information.
ERISA Fiduciary Disclosure: The foregoing information has not been provided in a fiduciary capacity under ERISA, and it is not intended to be, and should not be considered as, impartial investment advice.
No representation or warranty is made as to the returns which may be experienced by investors. There can be no assurance that any Blackstone fund will achieve its objectives, strategies or avoid substantial losses.
Certain information contained in this communication discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice.