Interest in employee ownership (EO) funds is growing, and so are the questions investors bring to diligence. How do you evaluate an EO fund’s strategy, team, and track record? Where does it fit in your asset allocation, and which benchmarks apply? What should fund managers expect from the process?
This webinar includes a conversation with Norbert Cichon, Director of Investments at Spring Point Partners, and Carolyn Ezelino, Managing Director and Head of Investments at Sonen Capital, on how they evaluate EO funds and their advice for investors, fund managers, and the field.
In addition, Alison Lingane of Ownership Capital Lab and Julie Menter of Transform Finance share highlights from the new two-part publication, Employee Ownership in Private Credit. Many allocators get stuck on a basic question: which asset class does an EO fund belong in? The answer shapes the benchmarks, risk thresholds, and team that evaluate a fund. The publication explores where EO funds fit within an investment portfolio and why that matters for how investors evaluate them.
