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Informa
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
Showing of Streams
Showing of Streams
16:00 - 16:25

Networking break

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Showing of Streams
08:30 - 09:00 30 mins
Registration and welcome coffee
09:00 - 09:05 5 mins
Day 1
Chair’s opening remarks
09:05 - 09:25 20 mins
Day 1
Presentation
09:55 - 10:20 25 mins
Day 1
Investing in North American private equity
  • Arthur J. Brohinsky - Vice-President, Private Equity for the Americas, 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 - 12:10 35 mins
Day 1
Cyber security and private equity in the digital age
  • Lorrie Norrington - Board Member, Signal Sciences
  • Brian Neider - Partner, Lead Edge Capital
12:10 - 12:30 20 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 Drew Schardt - Head of Credit, Hamilton Lane
  • John Anderson - Global Head Corporate Finance & Infrastructure, Manulife
  • Todd Silverman - Principal, Meketa Investment Group
  • 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
Info
Day 1
Networking lunch with roundtable discussions

1:00pm-2:00pm: Women only networking lunch with special guest speaker

13:55 - 14:00 5 mins
Track A: Fundraising and investor relations in private equity
Chair’s opening remarks
13:55 - 14:00 5 mins
Track B: Mid-market innovations
Chair’s opening remarks
  • Track Chair Sheryl Schwartz - Managing Director, Flexstone Partners
13:55 - 14:05 10 mins
Track C: Deep dive seminar
Chair’s opening remarks
14:00 - 14:30 30 mins
Info
Track A: Fundraising and investor relations in private equity
How much money is being raised in 2019?

Who is raising capital? Which asset classes and geographies provide the best returns? What are the macro-trends? Examining the market sellers by asset class and transaction type

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?
  • Panellists Alexander Loucopoulos - Principal, Sciens Capital
  • Mark Gormley - Partner, Lee Equity
  • 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
  • Panellists Chris Sugden - Managing Partner, Edison Partners
  • Marc Lohser - Managing Director, HQ Capital
  • Teck Loon Goh - Head of Investor Relations, GGV Capital
  • Sunaina Sinha - Managing Partner, Cebile Capital

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
  • Panellists Jeffrey Stevenson - Managing Partner, 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 Jay - Senior Managing Director, Great Point Partners
  • Jim Snyder - Partner, Hammond, Kennedy, Whitney & Company, Inc.
  • Gene Wolfson - Partner & Investor Relations, Catalyst Investors
  • 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 Whit Matthews - Senior Investment Manager, Aberdeen Asset Management
  • Charles Farber - Managing Director, Private Equity Market, Liberty Mutual Investments
  • Michele 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
  • Leader Christopher Godfrey - President, CEPRES

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
  • Panellists Stephan Connelly - Director, Star Mountain Capital
  • Joseph Marks - Managing Director, Head of Secondaries, Capital Dynamics
  • 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
  • Panellists Lynn Alexander - Partner, Kelso & Co.
  • Amy Harsch - Director of Investor Relationships, American Securities
  • 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
Afternoon Chair
  • Chair Venktesh Shukla - General Partner, Monta Vista Capital
16:25 - 16:30 5 mins
Track B: State and geo focus in the US
Afternoon Chair
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 - Partner, Marlin Equity Partners

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
  • 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
  • Panellists John Kim - Managing Partner, HighBar Partners
  • Brian Rich - Managing Partner, Catalyst Investors
  • Is disruption a cliché term?
  • Will innovators keep ahead in cyber security?
  • Maximising blockchain, moving to the cloud, being mobile and using crypto coins
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
  • Chris Girgenti - Managing Partner, Pritzker Group Venture 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?

17:10 - 17:40 30 mins
Info
Track C: Deep dive seminar
Detailed due diligence process

5.10pm-5.20pm:  Presentation

5.20pm-5.40pm: Roundtable workshop

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 Balkin - Executive Director, Lionpoint Group
  • Ross Koenig - Vice President of Research, RCP Advisors
  • Rasmus Goksor - Co-Founder & COO, 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?
  • Moderator Jordan Robinson - Managing Partner and Head of Investor Relations, Bercomm Group LLC
  • Panellists Chris Grizzard - Vice President, Bayshore Capital Advisors
  • Tony Rimas - Managing Partner, Fraser McCombs Capital (FMC)

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
Track A: Technology
End of Day One and networking drinks reception
18:00 - 19:30 90 mins
Track B: State and geo focus in the US
End of Day One and networking drinks reception
18:00 - 19:20 80 mins
Track C: Deep dive seminar
End of Day One and networking drinks reception