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08:30 - 09:00

Registration and welcome coffee

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Showing of Streams
10:50 - 11:35

Networking break

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Showing of Streams
13:00 - 13:55
Info

Networking lunch and Women only networking lunch

  • Women only lunch host Maud Brown - Managing Director, Private Equity - North America, Investcorp
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Showing of Streams
16:00 - 16:25

Networking break

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Showing of Streams
18:00 - 19:30
Info

End of Day One and networking drinks reception

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08:30 - 09:00 30 mins
Registration and welcome coffee
09:00 - 09:05 5 mins
Day 1
Chair’s opening remarks
  • Chair Robert Ranges - Managing Director, Burgiss Group
09:05 - 09:25 20 mins
Day 1
Mid-year investor outlook: Highlights from Coller Capital’s 30th Global Private Equity Barometer
  • Eric Foran - Partner, Coller Capital
09:55 - 10:20 25 mins
Day 1
Investing in North American private equity
  • Arthur J. Brohinsky - Managing Director, Head of CDPQ U.S., Inc., CDPQ
10:20 - 10:50 30 mins
Info
Day 1
Global Private Capital: No longer "Alternative"
  • Glenn Youngkin - Co-Chief Executive Officer and a member of Carlyle’s Board of Directors, The Carlyle Group
  • Why is Private Capital foundational to today's portfolios?
  • Why must leading firms continuously innovate to maintain their investment edge?
  • Talent and team building: Is it art or science?
10:50 - 11:35 45 mins
Networking break
11:35 - 12:00 25 mins
Day 1
Cyber security and private equity in the digital age
  • Interviewer Brian Neider - Partner, Lead Edge Capital
  • Interviewee Lorrie Norrington - Former President of e-Bay and Board Member, Signal Sciences
12:00 - 12:30 30 mins
Info
Day 1
Don’t cross the streams! Which asset classes are LPs investing in?
  • Moderator Jim Snyder - Partner, Hammond, Kennedy, Whitney & Company, Inc.
  • Panellists John C.S. Anderson - Global Head Corporate Finance & Infrastructure, Manulife
  • Drew Schardt - Global Head of Credit, Hamilton Lane
  • Todd Silverman - Principal, Private Markets Consultant, Meketa Investment Group Inc.
  • How are LPs allocating capital to different asset classes?
  • How are LPs’ current decisions being influenced by the economic cycle?
  • What new strategies within the asset classes are LPs looking at?
12:30 - 13:00 30 mins
Info
Day 1
Securitizing Private Equity: An Alternative for Secondary Liquidity
  • Greg Fayvilevich - Head of US Funds Group, Fitch Ratings
  • Matt Ruggiero - Managing Director, PJT Partners
  • Basics of Collateralized Fund Obligations (“CFO”) 
  • Motivations to structure CFOs: liquidity, leverage, capital relief
  • Historical and recent transactions
  • CFO structural features and ratings 
13:00 - 13:55 55 mins
Networking lunch and Women only networking lunch
  • Women only lunch host Maud Brown - Managing Director, Private Equity - North America, Investcorp
13:55 - 14:00 5 mins
Track A: Fundraising and investor relations in private equity
Chair’s opening remarks
  • Chair Sola Akinola - Director of Research, Americas, Preqin
13:55 - 14:00 5 mins
Track B: Mid-market innovations
Chair’s opening remarks
  • Chair Randall Crawford - Associate Partner, Private Equity, The Townsend Group
14:00 - 14:30 30 mins
Info
Track A: Fundraising and investor relations in private equity
How much money is being raised in 2019?
  • Sola Akinola - Director of Research, Americas, Preqin

Who is raising capital? Which asset classes and geographies provide the best returns? What are the macro-trends?

14:00 - 14:30 30 mins
Info
Track B: Mid-market innovations
Stuck in the middle with you: what potential is in the middle market?
  • Moderator Mark K. Gormley - Partner, Lee Equity
  • Panellists Alexander Loucopoulos - Partner, Sciens Capital
  • Mark Bisso - Managing Partner, North Hudson Resource Partners
  • Jamie Manges - Partner & Head of Consumer, Trilantic North America

The middle market is a key destination, but in today’s environment, how and where are mid-market funds outperforming others and generating alpha?

14:05 - 14:45 40 mins
Info
Track C: Deep dive seminar
Creating a team the delivers success
  • Leader Sasha Jensen - Founder & CEO, Jensen Partners

2.05pm-2.20pm : Presentation

2.20pm-2.45pm: Roundtable workshop

14:30 - 15:00 30 mins
Info
Track A: Fundraising and investor relations in private equity
Are you the one? Ways to improve LP and GP relations
  • Moderator Stephanie Berdik - Partner, Investment Funds Group, Kirkland & Ellis
  • Panellists Sunaina Sinha - Managing Partner, Cebile Capital
  • Marc R. Lohser - Managing Director, HQ Capital
  • Teck Loon Goh - Head of Investor Relations, GGV Capital
  • David Nevas - Partner, Edison Partners

Negotiating beneficial terms and conditions

  • What are common strengths and weaknesses that LPs see in managers? 
  • What can GPs do better? 
  • How have LPs seen IR functions change?
14:30 - 15:00 30 mins
Info
Track B: Mid-market innovations
Current appetite for middle market deals
  • Moderator Irene Hong Edwards - Principal, Head of Investor Relations, Lovell Minnick Partners
  • Panellists Patrick N.W. Turner - Managing Director, VSS
  • Chris Busby - Partner, Great Hill Partners
  • Maud Brown - Managing Director, Private Equity - North America, Investcorp
  • Where do investors see deal value and growth going forward?
  • What niche strategies are appealing and what can mid-market GPs do to attract their investor interest?
14:45 - 15:20 35 mins
Info
Track C: Deep dive seminar
Performance attribution, benchmarking and PME
  • Leader Oliver Gottschalg - Professor of Strategy Department, HEC Paris & Head of Research, PERACS

2.45pm-2.55pm: Presentation

2.55pm-3.20pm: Roundtable workshop

15:00 - 15:30 30 mins
Info
Track A: Fundraising and investor relations in private equity
Doing it all over again: raising third and subsequent funds
  • Moderator Gail Guerin - Founder, The Guerin Group
  • Panellists Jeffrey R. Jay - Senior Managing Member and Co-Founder, Great Point Partners
  • Gene Wolfson - Partner & Investor Relations, Catalyst Investors
  • Jim Snyder - Partner, Hammond, Kennedy, Whitney & Company, Inc.
  • Understanding what helps develop and continue a strong relationship with investors
  • Different ways to expand the fundraising reach
  • What to do with tail-end funds
15:00 - 15:30 30 mins
Info
Track B: Mid-market innovations
LPs on the middle market
  • Moderator John McCormick - Partner, Monument Group
  • Panellists R.Whit Matthews - Senior Investment Director, Aberdeen Asset Management
  • Charles Farber - Managing Director, Private Equity Market, Liberty Mutual Investments
  • Michele G. Kinner - Senior Advisor - Fund Investments, Quilvest Private Equity

How are LPs looking at their selection process? What emphasis do they put on staff turnover and succession issues in fund managers? What benchmarks do LPs use when evaluating performance?

15:20 - 16:00 40 mins
Info
Track C: Deep dive seminar
Balancing leverage and pricing of recent deals transacted in the market
  • Leader Christopher Godfrey - President, CEPRES
  • Can GPs create sufficient value to justify higher prices? 
  • What risks are associated with higher levels of leverage?
  • Is there sufficient growth in the market to generate returns with current fundamentals?

3.20pm-3.30pm: Presentation

3.30pm-4pm: Roundtable workshop

15:30 - 16:00 30 mins
Info
Track A: Fundraising and investor relations in private equity
Secondary fundraising
  • Moderator John Crocker - Managing Partner, Matinicus LLC
  • Panellists Stephan Connelly - Director, Star Mountain Capital
  • Joseph Marks - Managing Director, Head of Secondaries, Capital Dynamics
  • Ken Lehman - Managing Director, Kendall Investments
  • Has risk increased in secondaries funds as the market has become more fragmented?
  • How have rising interest rates impacted secondaries funds?
  • What is investor sentiment for secondaries funds?
15:30 - 16:00 30 mins
Info
Track B: Mid-market innovations
Succession planning in mid-market private equity firms
  • Interviewer Randall Crawford - Associate Partner, Private Equity, The Townsend Group
  • Interviewee Lynn Alexander - Partner, Kelso & Co.
  • Amy Harsch - Managing Director, American Securities LLC
  • What are some of the best practices and pitfalls to watch out for?
  • What are the best ways to improve a core offering?

Best practice for putting an orderly transition in place

16:00 - 16:25 25 mins
Networking break
16:25 - 16:30 5 mins
Track A: Technology
Chair
  • Chair Venktesh Shukla - General Partner, Monta Vista Capital
16:25 - 16:30 5 mins
Track B: State and geo focus in the US
Chair
  • Chair Peter Weed - Partner & Head of Global Success, Lumia Capital
16:30 - 17:00 30 mins
Info
Track A: Technology
Tech industry overview and opportunities
  • Moderator Kevin Campos - Co-Head of Retail Investments, Fifth Wall Ventures
  • Panellists Peter Spasov - Senior Managing Director, Marlin Equity Partners
  • Daniel LeMoine - Director, BPEA Private Equity
  • Jeff Haywood - Managing Director, Spectrum Equity

Is every sector a technology sector?

Common mistakes when valuing, investing, or growing a new or an emerging technology

Finding the right exit from a technology investment?

16:30 - 17:00 30 mins
Info
Track B: State and geo focus in the US
Breaking the ice: making the most of opportunities in Canada
  • Moderator Nizam Azar - Managing Director, Silicon Valley Bank
  • Panellist Art Robinson - Managing Director, Longbow Capital
  • Michael Bowman - Vice President, Northleaf Capital Partners
  • Sean Brownlee - Partner, Rho Canada Ventures

Sustained growth and heightened competition for deal flow makes Canada an attractive destination for U.S based private equity investors. What ways can relationships and local knowledge be built to make sound investment decisions? Where can alpha be generated? What are the opportunities for middle to lower-middle market companies?

16:30 - 17:00 30 mins
Info
Track C: Deep dive seminar
Fundraising 101: a beginner’s guide
  • Session Leader Gregory Lamb - Managing Partner, Alcazar Partners LLC

4.30pm-4.40pm: Presentation

4.40pm- 5pm : Roundtable workshop

17:00 - 17:30 30 mins
Info
Track A: Technology
Getting stuck in the web: how to untangle complex technology for a simple investment strategy
  • Moderator Brian Rich - Managing Partner, Catalyst Investors
  • Panellists Patrick Murphy - Managing Partner, Amaranthine
  • Brian Mesic - Managing Director, Ankona Capital
  • Is disruption a prerequisite to investment?
  • Is it about the innovators or the business?
  • Where to put capital in a crowded tech environment?
17:00 - 17:30 30 mins
Info
Track B: State and geo focus in the US
From coast-to-coast: what options are available between the big costal-cities?
  • Moderator Brian Smiga - Partner and Co-founder, Alpha Venture Partners
  • Panellists Christine Jones - Managing Partner, Blue Highway Growth Capital
  • Christopher E. Girgenti - Managing Partner, Pritzker Group Venture Capital
  • Clay Gordon - Partner, Stout Street Capital

With sizeable deal activity across states and industries, what will be the major fundraising trends?­

A look at: AI, food and beverage, healthcare, IOT and logistics;

Comparing the Midwest and the Southern states - what’s taking hold in the investment ecosystem?

17:00 - 17:45 45 mins
Info
Track C: Deep dive seminar
Diversity and inclusion
  • Leader Randy Mitchell - Chief Development Officer, Private Capital Development, LLC
  • Joined By: Charlotte Laurent Ottomane - Executive Director, Thirty Percent Coalition
  • Jared Knote - Portfolio Manager, Office of the State Treasurer
  • Susan Clark - General Partner, Portfolio Operations, TCV

The role of the GP in bringing greater diversity and inclusion to portfolio companies starting at the board level

17:30 - 18:00 30 mins
Info
Track A: Technology
Changing strategies in private equity portfolio management
  • Moderator Robert Nolan - Managing Partner, Halyard Capital
  • Panellists Jonathan Broch - Director, Lionpoint Group
  • Ross Koenig - Vice President of Research, RCP Advisors
  • Rasmus Goksor - CEO, Bison & Cobalt GP

Ways to adopt and adapt the best approaches to analytics, data collection, valuation, & reporting

At what pace has technology changed operations and private equity talent management?

17:30 - 18:00 30 mins
Info
Track B: State and geo focus in the US
Finding opportunities across the US – where are LPs seeing growth?
  • Peter Weed - Partner & Head of Global Success, Lumia Capital

Where are investors seeing opportunities outside the more common ecosystems?

Are there any new niches or geos that are providing strong returns?

What new investment hubs are investors seeing develop?

18:00 - 19:30 90 mins
Info
End of Day One and networking drinks reception