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Secondaries Summit

08:45 09:30 (45 mins)

Secondaries Summit

Registration

09:30 09:35 (5 mins)

Secondaries Summit

Chair’s opening remarks

09:35 10:00 (25 mins)

Secondaries Summit

Secondaries roundup: a recap of 2017 and predictions for the year ahead

The latest on pricing, fundraising and deal volumes

10:00 10:40 (40 mins)

Secondaries Summit

Redefining secondaries

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

  • Moderator Solomon Owayda - Founding Partner , Mozaic Capital
  • Panellists Nicholas Lawler - Vice President, 50 South Capital

10:40 11:00 (20 mins)

Secondaries Summit

LP perspective: how do secondaries fit into an LP’s portfolio?

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

  • Moderator Joncarlo Mark - Founder & Managing Member/ Trustee, University of California, Davis Foundation , Upwelling Capital Group

11:00 11:30 (30 mins)

Secondaries Summit

Non-traditional secondary deal: a case study of opportunistic investors

Case study

  • Speaker Brett Hickey - Founder & CEO, Star Mountain Capital

11:00 11:30 (30 mins)

Secondaries Summit

Pricing of secondaries: expectations versus reality

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

11:30 12:00 (30 mins)

Secondaries Summit

Networking break

12:00 12:30 (30 mins)

Secondaries Summit

Structuring and financing a secondary deal

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

  • Panellists Ram Rao - Managing Director, Fund Linked Products, Macquarie Capital
  • Yann Robard - Managing Partner, Whitehorse Liquidity Partners

12:30 13:00 (30 mins)

Secondaries Summit

Venture secondaries versus buyout secondaries

Debate

  • Speakers Cari Lodge - Managing Director, Commonfund Capital

13:00 14:00 (60 mins)

Secondaries Summit

Networking lunch break

14:00 14:30 (30 mins)

Secondaries Summit

Co-investments in secondaries

Case study

14:30 15:30 (60 mins)

Secondaries Summit

GP restructuring and alternative liquidity solutions

  • 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
  • Panellists Riyadh Mohammed - Vice President, Partners Group
  • Ken Sawyer - Managing Director, Saints Capital
  • Kevin Dunwoodie - Principal, Pantheon Ventures

15:30 16:00 (30 mins)

Secondaries Summit

Networking break

16:00 16:30 (30 mins)

Secondaries Summit

Direct secondary transactions

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

Roundtable discussions:

  • Exploring the uniqueness of Real Estate and Infrastructure investments within secondaries market
  • Evaluating the investor interest for Life Science and Healthcare secondaries 
  • Complexities and opportunities for secondaries investments in the Energy sector

17:00 18:35 (95 mins)

Secondaries Summit

End of Summit & networking drinks reception

Fundraising Summit

08:45 09:30 (45 mins)

Fundraising Summit

Registration

09:30 09:35 (5 mins)

Fundraising Summit

Chair’s opening remarks

09:35 10:00 (25 mins)

Fundraising Summit

Numbers matter: what is the future outlook, and what can we learn from 2017?

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

  • Speaker Kelly DePonte - Managing Director , Probitas Partners

10:45 11:30 (45 mins)

Fundraising Summit

The “how to” of raising growth equity and VC funds

  • 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

11:30 12:00 (30 mins)

Fundraising Summit

Networking break

12:00 12:30 (30 mins)

Fundraising Summit

Where is this relationship going? The evolution of LP/GP relations

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

  • Interviewer Bronwyn Bailey - Vice President, American Investment Council

12:30 13:00 (30 mins)

Fundraising Summit

Fundless sponsors: pros and cons

Fundless sponsors versus the traditional private equity firms

  • Speakers Muhammad Main - Director, BlackRock Private Equity Partners
  • Jill Daniel - Co-Founder and Managing Director , Estuary Capital Partners

12:30 13:00 (30 mins)

Fundraising Summit

Read the small print: negotiating T&Cs

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

  • Facilitators Charlotte Shropshire - Investor Relations & Marketing Director , Sofinnova Ventures Inc

13:00 14:00 (60 mins)

Fundraising Summit

Networking lunch break

14:00 14:15 (15 mins)

Fundraising Summit

Family Offices in the spotlight

Case study: How to raise capital from Family Offices

  • Speaker Enmi Kendall - Co-Founder, General Partner, Healthy Ventures

14:15 15:00 (45 mins)

Fundraising Summit

Raise and repeat: common challenges of raising the second and third fund

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

  • Panellists Gail Guerin - Founder, Guerin Group
  • Eric Benhamou - Founder & General Partner, Benhamou Global Ventures
  • Lisa Lee - Managing Director, Providence Equity Partners

15:00 15:30 (30 mins)

Fundraising Summit

Established funds versus emerging managers

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

  • Team: Emerging Managers Russell Deakin - Managing Partner, Director of Investments & Advisory services, Aceana Group
  • Team: Established funds Amy Harsch - Managing Director, American Securities
  • Moderator Susanna Daniels - Director, Head of Investor Relations, Hellman & Friedman

15:30 16:00 (30 mins)

Fundraising Summit

Networking break

16:00 17:00 (60 mins)

Fundraising Summit

Emerging managers workshop

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?
  • Facilitators Allen Latta - Managing Director, Campton Private Equity Advisors
  • Kelly DePonte - Managing Director , Probitas Partners
  • Marc der Kinderen - Managing Partner, 747 CAPITAL

16:00 17:00 (60 mins)

Fundraising Summit

LP/GP roundtable discussions

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: How can a fund manager displace a competitor who has an existing place in an LP’s portfolio?

Table 5: Key person provisions, carried interest, disclosure agreements, management fees, and more

  • 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

17:00 18:35 (95 mins)

Fundraising Summit

End of Summit & networking drinks reception

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