IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Key Sessions

John Sitilides

Global Risk and Geopolitical Strategy: The 2020 Agenda

Trilogy Advisors LLC

08:00 08:45 (45 mins)

Main agenda

LP breakfast meeting - by invitation only

Join Top Tier Capital Partners in unpacking the secrets of building an institutional venture capital portfolio

- What should my portfolio construction be?

- How much risk should I take?

- What should my expected rate of return be?

- Late vs. early, secondaries vs. primaries, co-investments?

Top Tier will use its proprietary data to help answer these questions and more

  • Facilitator David York - CEO and Managing Director, Top Tier Capital Partners

08:30 09:10 (40 mins)

Main agenda

Registration

09:00 09:10 (10 mins)

Main agenda

Chair’s opening remarks

  • Chair Kelly DePonte - Managing Director , Probitas Partners

09:05 09:50 (45 mins)

Main agenda

Investing in Europe

  • Is Europe still attractive for US investors?
  • The case for US opportunities vs European opportunities – where is the best relative value?
  • Building the strategy around the deleveraging of European banks and the best ways to “play Europe”
  • Exploring the up-and-coming countries in Europe
  • Brexit – friend or foe?
  • Moderator Vince O'Brien - Chairman, Quest Fund Placement
  • Panellists Philippe Poggioli - Managing Partner, Access Capital Partners
  • Augustin Duhamel - Managing Partner, 17Capital
  • Charles Lemon - Partner, Agilitas Private Equity

09:50 10:15 (25 mins)

Main agenda

Global Risk and Geopolitical Strategy: The 2020 Agenda

Assessing geopolitical risks in key markets: how do recent political developments around the world affect international deal making today? Adjust your global investment strategy to Trump’s new policies and geopolitical decisions

  • John Sitilides - Principal , Trilogy Advisors LLC

10:15 10:45 (30 mins)

Main agenda

Networking break

10:45 11:30 (45 mins)

Main agenda

Emerging markets in the spotlight

Exploring the investment opportunities in Latin America, Africa, India and Asia

  • Sizing up the LP returns from various markets around the world
  • Has investing in emerging markets been worthwhile from a risk/return perspective? 
  • What do North American LPs think about investing in emerging markets going forward?
  • Will the rising US dollar and US interest rates crush the rebound?
  • Moderator Salome Gvaramia - Founder and CEO, Lamaria Capital
  • Panellists Scott McDonough - Managing Director, Alta Growth Capital
  • Ralph Jaeger - Managing Director, Siguler Guff & Company
  • Jason Thomas - Managing Director and Director of Research, The Carlyle Group
  • Steve Cowan - Managing Director & Co-Founder, 57 Stars

11:30 12:00 (30 mins)

Main agenda

ESG in private equity – a fast evolving standard

  • Moderator Michael Forestner - Co-CIO, Mercer Private Markets
  • Panellists Gordon Hargraves - Partner, Private Advisors
  • Vivina Berla - Co-Managing Partner, Sarona Asset Management
  • Kirk Hourdajian - Advisor, Sustainability & ESG, TPG Capital

12:00 12:30 (30 mins)

Main agenda

Get on top of regulations

Regulations, carried Interest, taxation and recent SEC enforcement cases

  • Moderator Paul Levenson - Director, Boston Regional Office, United States Securities and Exchange Commission
  • Panellists Jacob Comer - Senior Legal and Chief Compliance Officer, Starr Investment Holdings
  • Serge LeVert-Chiasson - Senior Partner, Managing Director of Operations & CCO, Sarona Asset Management
  • Norm Champ - Partner, Kirkland & Ellis LLP

12:30 13:30 (60 mins)

Main agenda

Lunch & learn

An outlook for the world economy and the future of US investments under Trump presidency

  • DJ Peterson - President, Longview Global Advisors

13:30 13:30 (0 mins)

Track B: Emerging Managers

Chair’s opening remarks

  • Track Chair Andrew Chung - Founder and Managing Partner, 1955 Capital

13:30 13:45 (15 mins)

Track B: Emerging Managers

Case Study: strategies for analyzing emerging managers

How do you diligence an emerging manager with no track record? The definition of an emerging manager and perceived risk


  • Michele Kinner - Partner & Head of US Private Equity Fund Investments, Quilvest USA

13:45 14:15 (30 mins)

Track B: Emerging Managers

The case for investing in emerging managers

  • Moderator Sanjana Tiwari - Associate Director, BMO Global Asset Management
  • Panellists Zach Jackson - Vice President, QIC Global Private Equity
  • David Steinglass - Partner, Northlane Capital Partners
  • Aziz Hassanali - Managing Partner, Bateleur Capital

14:15 14:45 (30 mins)

Track B: Emerging Managers

Step-by-step guide to raising your first fund

  • Moderator Alan Weinfeld - Partner, Gatewood Capital Partners
  • Panellists Paul Farrow - Partner , Benjamin Ball Associates
  • Yann Robard - Managing Partner, Whitehorse Liquidity Partners
  • Nickie Norris - General Partner, COO, CCO, New Heritage Capital
  • Jeff Gendel - Managing Director, Gen II Fund Services

14:45 15:15 (30 mins)

Track B: Emerging Managers

Networking break

15:15 16:00 (45 mins)

Track B: Emerging Managers

Emerging managers in private real estate

  • Moderator Sasha Jensen - CEO, Context Jensen Partners
  • Panellists Alexander Loucopoulos - Principal, Sciens Capital
  • Russell Deakin - Managing Partner , Aceana Group
  • Eric Silverman - ‎Co-Founder and Managing Partner, Eastham Capital

16:00 16:30 (30 mins)

Track B: Emerging Managers

Emerging LPs: who are the new LPs investing in private equity?

  • Moderator Leopold Peavy - Head of Investor Products, Preqin
  • Nan Zheng - Senior Vice President, CDIB Capital Investment
  • Eduardo Araujo - Partner, Verti Capital
  • Daniel LeMoine - Principal, Brooke Private Equity Associates

16:30 16:30 (0 mins)

Track B: Emerging Managers

Chair’s closing remarks & end of Day Two

13:30 13:30 (0 mins)

Track A: Co-investments

Chair’s opening remarks

  • Track Chair Vince O'Brien - Chairman, Quest Fund Placement

13:31 13:46 (15 mins)

Track A: Co-investments

Research data presentation: returns of co-investment funds

  • Andrew Beaton - Managing Director, Capital Dynamics

13:45 14:15 (30 mins)

Track A: Co-investments

What is LP appetite for co-investing?

  • Moderator James Snyder - Partner, Hammond, Kennedy, Whitney & Company, Inc.
  • Panellists Brett Fisher - Managing Director, Fisher Lynch Capital
  • Karl Schade - Managing Partner, Presidio Investors
  • Richard Dunne - Managing Director, AlpInvest Partners

14:15 14:45 (30 mins)

Track A: Co-investments

Identifying and mitigating the key co-investment risks

  • Moderator Benjamin Hochberg - Partner, Lee Equity Partners
  • Panellists Brian Gallagher - Partner, Twin Bridge Capital Partners
  • Sascha Gruber - Partner, Co-Head Secondaries, LGT Capital Partners
  • William Indelicato - Managing Director, Portfolio Advisors

14:45 15:15 (30 mins)

Track A: Co-investments

Networking break

15:15 16:00 (45 mins)

Track A: Co-investments

Benchmarking: which fund managers would make good co-investment partners?

  • Moderator Eric Harnish - Principal, Private Markets Research, NEPC
  • Panellists Maurice Gordon - Senior Managing Director & Head of Private Equity, Guardian Life Insurance
  • Ryan Bisch - Director, Private Markets, Ontario Power Generation
  • Richard Dunne - Managing Director, AlpInvest Partners

16:00 16:30 (30 mins)

Track A: Co-investments

A complete guide to structuring a co-investment deal

  • Moderator Brian Nugent - Founding General Partner, Sway Ventures
  • Panellists Zach Jackson - Vice President, QIC Global Private Equity
  • Marshall Bartlett - Managing Director, Fisher Lynch Capital
  • Howard Morgan - Partner, Senior Managing Director, Argand Partners

16:30 16:30 (0 mins)

Track A: Co-investments

Chair’s closing remarks & end of Day Two