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08:45 - 09:30 45 mins
Secondaries Summit
Registration
09:30 - 09:35 5 mins
Secondaries Summit
Chair’s opening remarks
  • Chair Gerald Cooper - Partner, Campbell Lutyens
more
09:35 - 10:00 25 mins
Secondaries Summit
Secondaries roundup: a recap of 2017 and predictions for the year ahead
  • Speaker Patrick Adefuye - Commercial Product Manager- Secondaries, Preqin
more

The latest on pricing, fundraising and deal volumes

10:00 - 10:40 40 mins
Secondaries Summit
Redefining secondaries
  • Moderator Solomon Owayda - Founding Partner , Mozaic Capital
  • Panellists Nicholas Lawler - Vice President, 50 South Capital
  • David Wachter - Managing Director, W Capital Partners
  • Richard Golaszewski - Executive Director, Equity & Fund Investment Solutions, Nomura
more

What constitutes a secondary today? How has the market evolved over the last few years?

10:40 - 11:00 20 mins
Secondaries Summit
LP perspective: how do secondaries fit into an LP’s portfolio?
  • Interviewer Joncarlo Mark - Founder & Managing Member/ Trustee, University of California, Davis Foundation , Upwelling Capital Group
  • In conversation with Cari Lodge - Managing Director, Commonfund Capital
more

Understanding what drives an LP to the secondary market. Using the secondaries market as a tool for portfolio optimization

11:00 - 11:30 30 mins
Secondaries Summit
Non-traditional secondary deal: a case study of opportunistic investors
  • Speaker Brett Hickey - Founder & CEO, Star Mountain Capital
more

Case study

11:00 - 11:30 30 mins
Secondaries Summit
Pricing of secondaries: expectations versus reality
  • Facilitator Joseph Marks - Managing Director and Head of Secondaries, Capital Dynamics
more

LP-only too hot to touch closed door session: Expectations versus reality

11:30 - 12:00 30 mins
Main agenda
Networking Break
12:00 - 12:30 30 mins
Secondaries Summit
Structuring and financing a secondary deal
  • Moderator Ram Rao - Managing Director, Fund Linked Products, Macquarie Capital
  • Panellists Joseph Marks - Managing Director and Head of Secondaries, Capital Dynamics
  • Yann Robard - Managing Partner, Whitehorse Liquidity Partners
  • Edoardo Levy - Director, Investec
more

What has a bigger impact on the pricing of secondaries: deferrals or leverage used to transact? Will rising interest rates impact secondaries pricing and if yes, will it be significant? Alternative sources of financing: from leverage to preferred equity

12:30 - 13:00 30 mins
Secondaries Summit
Venture secondaries versus buyout secondaries
  • Moderator Gerald Cooper - Partner, Campbell Lutyens
  • Speakers Cari Lodge - Managing Director, Commonfund Capital
  • Justin Fishner-Wolfson - Co-Founder and Managing Partner, 137 Ventures
more

Debate

13:00 - 14:00 60 mins
Main agenda
Networking Lunch Break
14:00 - 14:30 30 mins
Secondaries Summit
Co-investments in secondaries
  • Dror Glass - Managing Partner, Israel Secondary Funds
more

Case study

14:30 - 15:30 60 mins
Secondaries Summit
GP restructuring and alternative liquidity solutions
  • Moderator David Perrin - Principal, Campbell Lutyens
  • Panellists Ken Sawyer - Managing Director, Saints Capital
  • Kevin Dunwoodie - Principal, Pantheon Ventures
  • Anthony Shontz - Managing Director, Co-Head Private Equity Integrated Investments Americas, Partners Group
more
  • Creating liquidity out of a GP-led transaction: main options and structures
  • How common are these types of transaction?
  • What’s in it for the GP, the LPs and the Buyers?
  • What does a successful process look like?
  • What are the alternatives for fund managers?
  • New SEC private equity fund restructuring guidelines
15:30 - 16:00 30 mins
Main agenda
Networking Break
16:00 - 16:30 30 mins
Secondaries Summit
Direct secondary transactions
  • Moderator Sunaina Sinha - Managing Partner, Cebile Capital
  • Panellists Clifford Meijer - Managing Director - US, Headway Capital Partners
  • David Wachter - Managing Director, W Capital Partners
  • Ben Black - Managing Director and Co-Founder, Akkadian Ventures
more

When are they used, what do they bring to the table and what are the pros and cons of secondary directs?

16:30 - 17:00 30 mins
Secondaries Summit
Specialisation within the secondary market
  • David Perrin - Principal, Campbell Lutyens
more

Exploring the uniqueness of Infrastructure investments within secondaries market

17:00 - 18:35 95 mins
Secondaries Summit
End of Summit & networking drinks reception
08:45 - 09:30 45 mins
Fundraising Summit
Registration
09:30 - 09:35 5 mins
Fundraising Summit
Chair’s opening remarks
  • Chair Timothy Cunningham - President, Touchstone Group
more
09:35 - 10:00 25 mins
Fundraising Summit
Numbers matter: what is the future outlook, and what can we learn from 2017?
  • Speaker Kelly DePonte - Managing Director , Probitas Partners
more

How much is currently being raised? Who is deploying capital and what are the hottest asset classes?  

10:45 - 11:30 45 mins
Fundraising Summit
The “how to” of raising growth equity and VC funds
  • Moderator Lindsay Larsen - Managing Director, UVIMCO
  • Panellists Ronan Cunningham - Managing Director, Spectrum Equity
  • Erin Harrell - Managing Director, The Abraaj Group
  • Gina Bauman - Senior Vice President of Marketing and Investor Relations, IVP
more
11:30 - 12:00 30 mins
Main agenda
Networking Break
12:00 - 12:30 30 mins
Fundraising Summit
Where is this relationship going? The evolution of LP/GP relations
  • Interviewer Bronwyn Bailey - Vice President, American Investment Council
  • Alan Feld - Founder & Managing Partner, Vintage Investment Partners
  • Steve Brotman - Founder & Managing Partner, Alpha Venture Partners
more

What constitutes a good LP/GP relationship, and how has it evolved over the years? Communication, transparency and reporting as the building blocks of a fruitful partnership

12:30 - 13:00 30 mins
Fundraising Summit
Fundless sponsors: pros and cons
  • Facilitator Brett Hickey - Founder & CEO, Star Mountain Capital
  • Speakers Muhammad Mian - Managing Director, BlackRock Private Equity Partners
  • Jill Daniel - Co-Founder and Managing Director , Estuary Capital Partners
more

Fundless sponsors versus the traditional private equity firms

12:30 - 13:00 30 mins
Fundraising Summit
Read the small print: negotiating T&Cs
  • Facilitators Charlotte Shropshire - Investor Relations & Marketing Director , Sofinnova Ventures Inc
  • Paul Arnold - Founder, Switch Ventures
more

Too hot to touch closed door session: The art of negotiating friendly Terms and Conditions for LPs and fund managers 

13:00 - 14:00 60 mins
Main agenda
Networking Lunch Break
14:00 - 14:15 15 mins
Fundraising Summit
Family Offices in the spotlight
  • Speaker Enmi Kendall - Co-Founder, General Partner, Healthy Ventures
more

Case study: How to raise capital from Family Offices

14:15 - 15:00 45 mins
Fundraising Summit
Raise and repeat: common challenges of raising the second and third fund
  • Moderator Elise Hebb - Partner and COO, Maveron
  • Panellists Gail Guerin - Founder, Guerin Group
  • Eric Benhamou - Founder & General Partner, Benhamou Global Ventures
  • Lisa Lee - Managing Director, Providence Equity Partners
more

What are the common challenges of raising the second and third fund? 

15:00 - 15:30 30 mins
Fundraising Summit
Managing GP resources during fundraising for established and emerging managers
  • Moderator Andy Brown - Head of Investor Relations, Francisco Partners
  • Panellists Russell Deakin - Managing Partner, Director of Investments & Advisory services, Aceana Group
  • Amy Harsch - Managing Director, American Securities
  • Gina Bauman - Senior Vice President of Marketing and Investor Relations, IVP
more

Debate: Exploring the differences in fundraising cycle and distribution of returns between first time funds and established funds

15:30 - 16:00 30 mins
Main agenda
Networking Break
16:00 - 17:00 60 mins
Fundraising Summit
Emerging managers workshop
  • Facilitators Allen Latta - Managing Director, Campton Private Equity Advisors
  • Kelly DePonte - Managing Director , Probitas Partners
  • Marc der Kinderen - Managing Partner, 747 CAPITAL
more

Key insights into raising your first fund

  • What are best practices for fundraising in the current investment environment?
  • What are common fundraising pitfalls, and how can they be avoided?
  • Key pre-fundraising considerations
  • How do LPs evaluate first-time managers? Matching the LPs’ investment criteria
  • Best ways to approach new LPs
  •  How to deal with a “No” and what’s next?
16:00 - 17:00 60 mins
Fundraising Summit
LP/GP roundtable discussions
  • Facilitators Bronwyn Bailey - Vice President, American Investment Council
  • Russell Deakin - Managing Partner, Director of Investments & Advisory services, Aceana Group
  • Faraz Shooshani - Managing Director, Senior Private Markets Consultant , Verus Investments
  • Jochen Mende - Senior Director, Secondaries Team, Capital Dynamics
more

Table 1: What are the top issues on the agenda for investors?

Table 2: What are the main concerns for funds over the next year and how are these issues being managed?

Table 3: Identifying and backing the best fund managers: what due diligence are LPs undertaking?

Table 4: What are some of the common pitfalls of doing due-diligence, how can GPs help LPs?


17:00 - 18:35 95 mins
Fundraising Summit
End of Summit & networking drinks reception