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Showing of Streams
Showing of Streams
11:15 - 11:45

Networking break

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Showing of Streams
12:50 - 13:45

Networking lunch

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Showing of Streams
15:50 - 16:20

Networking break

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Showing of Streams
17:50 - 18:00

End of Day Two

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18:00 - 19:30
Info

SuperReturn US East and SuperReturn Energy offsite networking drinks

Committee

50 Northern Avenue, Boston

The networking drinks are a 10-minute walk from the Renaissance Boston Waterfront Hotel.

SuperReturn staff will be at the Hotel Lobby at 5:50pm to guide those who wish to attend the networking drinks to the venue.

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08:00 - 09:00 60 mins
Info
LP Only
LP-only continental breakfast invitation
  • Conversation Leader: Roma Ivaniuk - Managing Partner, GR Capital

The challenge of co-investing: an international perspective

  • European VC ecosystem state, macro & micro-local trends
  • Bridging the gap between US & Europe: global vs local strategies
  • Co-investing options for LPs: analysis and real-life case studies

Open to pre-registered DFIs, Endowments, Foundations, Insurance Companies, Pension Funds and Sovereign Wealth Funds, subject to qualification.

Run under the Chatham House Rule. No press.

08:15 - 09:00 45 mins
Day 2
Registration and morning coffee
09:00 - 09:05 5 mins
Day 2
Chair’s opening remarks
  • Chair Bob Jemison - Sales Executive, Burgiss Group
09:05 - 09:30 25 mins
Day 2
Private Equity Returns: Where do we go from here?
  • Solo Presentation Josh Zweig - Co-head of USPE Fund Investments & Managing Director, Cambridge Associates
09:30 - 10:05 35 mins
Info
Day 2
Leaving stage left: changing exit strategies and finding the best route today
  • Moderator Ruth Yang - Managing Director, Leverage Commentary and Data, S&P Global Market Intelligence
  • Panellists Brandon White - Managing Director, Charlesbank
  • Andrew Sheiner - Founder & Managing Partner, Altas Partners
  • Michael Berk - Managing Director, TA Associates
  • Jason Barg - Partner, Lovell Minnick Partners
  • How might the market develop and appetite for exits change?
  • What strategies will managers employ towards the end of the cycle?
  • Which risks are the biggest concern and how are they being mitigated?
10:05 - 10:45 40 mins
Info
Day 2
Extending the family: the rise of the family office
  • Moderator Heinz Blennemann - Principal, Blennemann Family Investments
  • Panellists Joseph Lloyd - Director of Investments, Trivedi Family Office
  • Prakash Parthasarathy - Former CIO, Premji Invest
  • Ali Abdulmalek - Senior Investment Officer, Yusuf Bin Ahmed Kanoo W.L.L.
  • Where are family offices investing, and what opportunities lie on the horizon? 
  • How much are they investing in alternative assets? 
  • Is a US-only or global strategy preferred? 
  • How do they scale up to identify, due diligence and invest in nonUS fund managers?
10:45 - 11:15 30 mins
Info
Day 2
Disruption in Private Equity: How investors are innovating and adapting in today’s evolving and increasingly competitive market
  • Jack Weingart - Co-Managing Partner, TPG

In recent years, the number of private equity firms and PE-backed companies has grown significantly. As industry-wide AUM reaches new highs and new sources of capital enter the market, how do investors stay relevant? Discussing the changing landscape of private equity: how are firms innovating and adapting as they seek to differentiate themselves and drive value for their investors?

11:15 - 11:45 30 mins
Networking break
11:45 - 12:15 30 mins
Info
Day 2
Digitization and technological advances
  • Moderator Heinz Blennemann - Principal, Blennemann Family Investments
  • Panellists Rudina Seseri - Founder and Managing Partner, Glasswing Ventures
  • Amit Lalwani - SVP, Global Business Development, DealCloud
  • Gustavo Alberelli - Co-Founder & Managing Director, Sunstone Partners
  • How is technology affecting private equity strategies and how are GPs addressing the digitization of the industry?
  • To what extent is it changing GPs approach to portfolio management and how is it affecting operating business models?
12:15 - 12:50 35 mins
Info
Day 2
What makes a spin-out and an emerging manager attractive to investors?
  • Moderator Nancy Vailakis - Business Development Director – USA, IQ-EQ
  • Panellists Maurice Gordon - Managing Director & Head Of Private Equity, The Guardian Life Insurance Company Of America
  • Todd Milligan - Partner Primaries, Private Advisors
  • Alan Weinfeld - Partner, Gatewood Capital Partners
  • Jeff Gendel - Principal, Gen II Fund Services
  • How do LPs evaluate first-time fund managers?
  • What are some of the selection criteria LPs consider?
  • What alternate fund structures puts investors off?
  • Why would LPs consider becoming anchor investors?
12:50 - 13:45 55 mins
Networking lunch
13:45 - 13:50 5 mins
Track A: Secondaries
Chair’s opening remarks
  • Chair Gerald Cooper - Partner, Campbell Lutyens
13:45 - 13:50 5 mins
Track B: Private Credit
Chair’s opening remarks
  • Chair Brandon Laughren - Chief Investment Officer, The Laughren Group
13:50 - 14:20 30 mins
Info
Track A: Secondaries
Overview of the secondaries market
  • Moderator Gerald Cooper - Partner, Campbell Lutyens
  • PanellistS John Stott - Managing Director, Landmark Partners
  • Ravi Viswanathan - Founder & Managing Partner, NewView Capital
  • Lawrence Fang - Partner, Willowridge Partners
  • Understand the market changes: see what’s on the horizon
  • Consider the new strategies coming into play 
  • Learn how secondary buyout and venture capital markets have changed
13:50 - 14:20 30 mins
Info
Track B: Private Credit
Getting extra credit: private credit vs private equity
  • Moderator Brandon Laughren - Chief Investment Officer, The Laughren Group
  • Panellists Brett Hickey - Founder & CEO, Star Mountain Capital
  • Darrick Geant - Partner, Breakwater Management LP
  • Wray Thorn - CIO, Sightway Capital, a Two Sigma company
  • How are investors thinking about allocations between credit and equity given where we are in the cycle?
  • Why are GPs choosing credit? 
  • What role will banks play as non-bank lenders increase?
  • What new strategies are coming into play?
14:20 - 14:50 30 mins
Info
Track A: Secondaries
Traditional LP interests in secondaries
  • Moderator Steven Taubman - Managing Director, HighGear Ventures
  • Panellists Joel Denny - Managing Director, Head of Equity & Fund Investment Solutions, Nomura
  • Scott Beckelman - Managing Director, Greenhill & Co.
  • Nicholas Lawler - Principal, 50 South Capital
  • What is going on in the core market?
  • What are the pricing trends?
  • Outline the best criteria for buying and selling
  • How do secondaries fit within an LPs portfolio?
14:20 - 14:50 30 mins
Info
Track B: Private Credit
Sponsored vs non-sponsored
  • Moderator Brandon Laughren - Chief Investment Officer, The Laughren Group
  • Panellists Jamie Athanasoulas - Managing Director, HarbourVest Partners
  • Brett Hinton - Managing Director, The Carlyle Group
  • Tom Gillis - Partner, Riverside Credit Solutions
  • Why invest in sponsored vs non-sponsored credit funds? 
  • Developing fee structures, risk profiles, and maintain returns
14:50 - 15:20 30 mins
Info
Track A: Secondaries
What are specialized GP-led secondaries?
  • Moderator Jennifer Choi - Managing Director of Industry Affairs, Institutional Limited Partners Association (ILPA)
  • Panellists Eric Albertson - Senior Investment Director – Private Equity, Private Markets, Aberdeen Standard Investments
  • Chris Robinson - Partner, Kirkland & Ellis
  • Fred Han - Principal, Campbell Lutyens

In which ways are firms creating liquidity out of GP-led transactions; Why have single assets become a focus? Examples of liquidity management in re-structuring deals. Will the market reach its peak in 2019?

14:50 - 15:20 30 mins
Info
Track B: Private Credit
LPs on credit
  • Moderator Jonathan Bergman - President, TAG Associates
  • Panellists: Jesse Hurley - Head of Global Fund Banking, Silicon Valley Bank
  • Bradley Mashinter - Senior Principal, Principal Credit Investments, CPPIB
  • Maya Rodriguez - Managing Partner, AZR Capital
  • What is a typical allocation to the asset class?
  • Allocating in a highly leveraged and competitive market – the LP view
  •  Subscription lines and their use
15:20 - 15:50 30 mins
Info
Track A: Secondaries
Innovation in secondaries
  • Moderator Yann Robard - Managing Partner, Whitehorse Liquidity Partners
  • Panellists Cari Lodge - Managing Director, Commonfund Capital
  • Thomas Liaudet - Partner, Campbell Lutyens
  • Dror Glass - Managing Partner, Israel Secondary Funds
  • What are the most interesting innovations in secondaries?
  • Will the market continue to go beyond traditional LP stake sales?
  •  Will there be increased interest in direct secondaries?
15:20 - 15:50 30 mins
Info
Track B: Private Credit
Distressed, special sits, and opportunistic credit
  • Moderator Dan Tennant - Director, Global Client Management, BNY Mellon
  • Panellists Gilles Marchesin - Founder & CEO, Chorus Capital
  • Oscar Anderson - Senior Managing Director & Portfolio Manager, CVC Credit Partners
  • Bill Vrattos - Co-Managing Partner,Co-Chief Investment Officer, York Capital Management
  • Why invest here and how to put money to work?
  •  What are the risks?
  •  How to be profitable in a boom and bust economy
  • Exploring different debt structures and strategies
15:50 - 16:20 30 mins
Networking break
16:20 - 16:25 5 mins
Track A: Healthcare
Chair’s opening remarks
  • Kelly DePonte - Managing Director , Probitas Partners
16:20 - 16:25 5 mins
Track B: Co-investing and going direct
Chair’s opening remarks
  • Chair Alexander Abell - Partner, Investments & Head of Research, RCP Advisors
16:20 - 16:25 5 mins
Track C: Creating connections: networking stream
Chair’s opening remarks
16:25 - 16:50 25 mins
Track A: Healthcare
Market overview
  • Moderator Michael Weinmann - Partner & Investment Committee Member, CRG LP
  • Panellists Mark Wade - Director - Investment Strategies, CAZ Investments
  • Michael Cole - Managing Partner, Global Neurohealth Ventures
16:25 - 16:50 25 mins
Info
Track B: Co-investing and going direct
Co-investing: unlocking the performance data
  • Alexander Abell - Partner, Investments & Head of Research, RCP Advisors
  • The returns are high, but what’s the evidence?
  • What can’t the data tell you?
16:25 - 16:50 25 mins
Info
Track C: Creating connections: networking stream
Debate and discuss: key issues in the US and private equity
  • A.I. will radicalize VC and PE Ben Levy - Co-Founder, BootstrapsLabs
  • The generalist private equity fund is dead Amy Harsch - Managing Director, American Securities LLC
  • A.I. will radically alter the global jobs market Mengyu Chen - Founder, HIAI Capital
  • Cyber security is now the biggest threat to business in the US Barbara Piette - Advisor, Hyperplane VC
  • A.I. will radicalize VC and PE 
  • The generalist private equity fund is dead
  • A.I. will radically alter the global jobs market
  • Cyber security is now the biggest threat to business in the US
16:50 - 17:20 30 mins
Info
Track A: Healthcare
Why do LPs choose to invest in healthcare funds?
  • Interviewer Mark McDade - Managing Partner, Qiming Venture Partners USA
  • Interviewee John Haggerty - Managing Principal, Director of Private Market Investments, Meketa Investment Group, Inc.
  • Steve Cowan - Co-Founder & Managing Director, 57 Stars
  • How do LPs find the right healthcare fund and at the right value? 
  • Are there dynamics in the healthcare space that limit the amount of co-investment?
16:50 - 17:20 30 mins
Info
Track B: Co-investing and going direct
The choices LPs see: direct and co-investing today
  • Moderator Audie Apple - Director, Client Coverage, Investor Relations, DWS
  • Panellists Marc der Kinderen - Managing Partner, 747 Capital
  • Matthew Shafer - Managing Director, Northleaf Capital
  • Jason Cawley - Senior Portfolio Manager, British Columbia Investment Management Corporation (BCI)
  • To what extent are high valuations and high prices affecting investments? 
  • Is high leverage risk being mitigated in today’s market? 
  • Are LPs looking for syndications or choosing to go totally direct without GPs? 
16:50 - 17:20 30 mins
Info
Track C: Creating connections: networking stream
Fund showcase
  • LP judges: Ziad Sarkis - Director of Financial Research, Alternative Investments Initiative, The Wharton School - University of Pennsylvania
  • GP Presentation 1 : James O'Mahony - Partner, Private Equity, Viburnum Funds
  • GP Presentation 2 : Brian Mesic - Managing Director, Ankona Capital
  • GP Presentation 3 : Isaiah Kacyvenski - Managing Partner, Will Ventures

3 GPs will each have 5 minutes and 5 slides to explain their fund thesis. LP judges will then provide feedback on delivery and clarity of concept

17:20 - 17:50 30 mins
Info
Track A: Healthcare
Domestic and international investing in healthcare
  • Moderator: Anna French - Principal, Qiming Venture Partners USA
  • Panellists Michael Keyoung - Managing Director and Head of North America, CBC Group
  • Gavin Teo - General Partner, B Capital Group

Where have managers seen opportunities in healthcare markets? 

In the spotlight: China and Japan

17:20 - 17:50 30 mins
Info
Track B: Co-investing and going direct
On co-investing
  • Moderator Andrew Beaton - Senior Managing Director, Capital Dynamics
  • Panellists Marshall A. Bartlett - Managing Director, Fisher Lynch Capital
  • Richard Kunzer - Partner, Co-Head of Investor Relations, BC Partners, LP
  • Sid Murdeshwar - Managing Director, AlpInvest Partners
  • Positioning as a good co-investment partner 
  • Establishing a strong track record
  • Setting the right fees and LP expectations
17:20 - 17:50 30 mins
Info
Track C: Creating connections: networking stream
Keeping or losing control: the challenge of due diligence
  • Session leader: Adam Bragar - Director, Private Equity Primaries and Co-Investments, Willis Towers Watson
  • The benefits and problems of using intermediaries
  • How to use a network to improve diligence
  • Finding the balance between risk and trust

LP-only closed-door session 

No press

Open to pre-registered DFIs, endowments, foundations, insurance companies, pension funds, single family offices and sovereign wealth funds, subject to qualification.

17:50 - 18:00 10 mins
End of Day Two
18:00 - 19:30 90 mins
Info
SuperReturn US East and SuperReturn Energy offsite networking drinks

Committee

50 Northern Avenue, Boston

The networking drinks are a 10-minute walk from the Renaissance Boston Waterfront Hotel.

SuperReturn staff will be at the Hotel Lobby at 5:50pm to guide those who wish to attend the networking drinks to the venue.